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The AI Adoption Checklist
For 10–100 person service businesses. Tick what's true today — the gaps show what to fix before you spend on tools.
Leadership & ownership
- Leadership has agreed on one or two business problems AI should help with
- One named person owns AI decisions
- A small pilot budget is set aside
- We know what result would count as success
Data
- Information for our chosen workflow lives in one system
- That information is current and reasonably accurate
- We know which client data must never go into public AI tools
Process
- The workflow we want to improve is written down
- The team follows it consistently
- We know how long it takes today
People
- A few staff already use AI in real work
- Someone will champion the pilot
- Staff get time to learn, not just a login
Risk & rules
- We have a one-page AI usage policy
- A person reviews anything before it reaches a client
- We know which vendors store or train on our data
Pilot plan
- We've checked what our existing software already includes
- The pilot runs four to six weeks with no long contract
- We've set a date to review results and decide: keep, adjust or stop
Mostly ticked: pick a pilot and start. Mixed: fix data and process for one workflow first. Few ticks: start with ownership and a usage policy.
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