Organizational AI Readiness Assessment
Stakeholder interviews, workflow review, technology stack audit, and an inventory of the AI tools already in use.
AI Readiness Assessment · Private consulting
Know where AI belongs before you ask your team to carry it.
In two focused weeks, your leadership team gets a clear picture of the current state, the risks that need attention, the opportunities worth pursuing, and the decisions that come next.
The question this answers
What should we do, in what order, and how do we do it responsibly?
You may already have staff using AI, a board asking questions, and a growing list of tools that promise to save time. Buying another platform will not tell you whether your policies, data, workflows, or team are ready for it.
This assessment makes the current state visible. It gives leadership a shared set of facts, a practical sequence, and documents that can stand on their own whether you continue with The Jule Group® or carry the next phase internally.
What you receive
Six board-ready deliverables.
Board-Ready AI Transformation Roadmap
A phased plan tied to your operations, team structure, and the work your organization is responsible for carrying.
Organization-Specific Acceptable Use Policy
A ready-to-adopt policy covering staff use, data handling, ethical boundaries, and personal-device considerations.
Risk Assessment and Mitigation Plan
A practical view of data security, compliance, and operational risk, with specific steps for reducing each one.
Three to Five Quick Wins
Immediate opportunities worth testing before your organization takes on a larger implementation effort.
Executive Memo and Leadership Presentation
A one-page board briefing plus a live walkthrough of the findings, recommendations, and decisions in front of you.
The two-week sequence
A concentrated process with minimal disruption.
Week one
Discovery
- Kickoff with the people responsible for the decision
- Four to six staff interviews, thirty to sixty minutes each
- Workflow and document review
- Technology stack, integration, and current AI-use inventory
Week two
Analysis and delivery
- Readiness scoring and gap analysis
- Roadmap, policy, risk plan, and quick wins
- Executive memo and final document package
- Sixty- to ninety-minute leadership presentation
What I need from your organization
One point of contact and access to the right people.
Your team provides a designated contact, reasonable access to relevant systems and documents, four to six staff interviews, timely responses, and the final leadership meeting. I complete the review and document development between those touchpoints.
Flat-fee investment
$4,700
Two payments of $2,350.
50%Deposit to secure the engagement and schedule the kickoff
50%After the findings presentation and delivery of all documents
What happens after
The assessment is useful even when it is the only engagement.
Your documents are built for your organization to use. There is no required second phase.
When leadership wants continued support, the findings create the scope for an ongoing advisory retainer. That work may include implementation support, governance, leadership counsel, team education, and regular review as the tools and your operating needs change.
Talk through your current stateA useful first conversation
Bring the questions your board is already asking.
We can spend thirty minutes looking at your organization, the pressure points, and whether this assessment is the right next investment.