AI readiness check: which workshop is right for you?

1 · ToolsWhich AI tools do you use for work today?

None yetA free personal account, now and thenA paid account I use most daysBusiness or team accounts that the company manages

2 · SettingsHave you checked your AI account settings: training on your data, memory and your own instructions?

I did not know these settings existedI know about them but have not checkedI have set up my own accountThey are set for everyone in the business

3 · PromptingHow do you usually ask AI for something?

A quick one-line questionI add some background, then fix the answerI use a structure, such as role, instructions, context and expectationsWe keep a shared library of prompts that work

4 · Set-upDo you save the things you repeat, such as projects, templates or skills?

No, I start a new chat every timeI copy and paste from old chatsI use projects or custom instructions for some workWe have shared templates or skills the team uses

5 · ConnectionsIs your AI connected to your other tools, such as email, documents, calendar or your CRM?

No, and I am not sure it can beI paste things in by handOne or two connections, set to ask before actingSeveral connections, with clear rules on access

6 · GovernanceDoes your business have rules for how AI is used?

No rules yetAn informal understandingA written policyA written policy with owners, reviewed regularly

7 · DataDo you know what information should and should not go into AI tools?

Not reallyI use my judgement case by caseYes, and I follow clear rules myselfYes, and the whole team knows the rules

8 · PeopleHow is your team using AI?

It is just me, or the team is not using it yetSome people use it on their own, and I do not know howSome people have guidance and the right accountsPeople are onboarded, with access set by role

Where are you with AI?