AI Integration Self-Evaluation Checklist 11.22.24

Self-Evaluation Checklist

Please take a moment to fill out this survey. If you are a solo agent, answer the questions based on your unique experience.
Positive Impacts of AI
Name*

First NameLast Name
Email*
example@example.com

Purposeful Use of AI*

	1	2	3	4	5
Our team uses AI to focus more on meaningful, high-impact tasks.
Team members feel that AI has freed up time for creative and strategic work.

Data-Driven Decision Making*

	1	2	3	4	5
AI provides us with valuable insights that inform our decisions.
We rely on data-driven insights rather than guesswork or assumptions.

Fostering Innovation*

	1	2	3	4	5
AI enables our team to explore new ideas and approaches.
The team regularly uses AI-driven insights as a foundation for creative problem-solving.

Adaptability and Growth*

	1	2	3	4	5
Team members see AI adoption as an opportunity for personal growth.
The team is actively developing new skills to adapt to AI-driven changes.

Positive Impacts of AI
Managing Negative Impacts
Cultural Implications
Team Characteristics for Thriving in an AI Environment
Strategies for Positive Cultural Transformation
Total Score
Score

{totalScore}/200

Positive Impacts of AI

{positiveImpacts31} / 40

Managing Negative Impacts

{managingNegative42} / 40

Cultural Implications

{culturalImplications51} / 30

Team Characteristics for Thriving in an AI Environment

{teamCharacteristics52} / 40

Strategies for Positive Cultural Transformation

{strategiesFor53} / 50
Strengths: Which areas scored the highest? How can you continue to build on these strengths?*
Opportunities for Improvement: Where were the lowest scores? What specific actions could address these gaps?*
Long-Term Vision: How do you envision AI enhancing your team’s culture in the future? What steps will you take to ensure this vision?*
Should be Empty:

	1	2	3	4	5
We openly discuss the role of AI and its impact on jobs within our organization.
Team members feel secure and see AI as a partner, not a threat.

	1	2	3	4	5
Our team has enough opportunities for face-to-face or personal interaction.
AI use does not replace the need for interpersonal communication.

	1	2	3	4	5
Our team understands the ethical implications of AI and is trained to recognize biases.
We actively review and mitigate biases in our AI tools and processes.

	1	2	3	4	5
The organization supports ongoing training to help everyone stay updated on AI-related skills.
We provide assistance to team members who may find AI challenging.

	1	2	3	4	5
We emphasize a culture that values both AI-driven efficiency and human intuition.
AI is seen as enhancing, not replacing, our core values of empathy and collaboration.

	1	2	3	4	5
Leadership clearly communicates AI’s purpose, benefits, and potential challenges.
Team members feel informed and supported by leaders throughout the AI integration process.

	1	2	3	4	5
Our organization actively promotes adaptability and openness to change.
Team members view change as an opportunity, not as a disruption.

	1	2	3	4	5
Our team is committed to continuous learning and skill development.
AI tools are introduced as part of an ongoing journey, not as a one-time change.

	1	2	3	4	5
Our team sees AI as a collaborative tool that enhances teamwork, not as a replacement.
We regularly use AI to support and deepen team collaboration.

	1	2	3	4	5
We prioritize thought diversity and actively seek varied perspectives.
Diverse perspectives are valued, especially when it comes to challenging AI-driven assumptions.

	1	2	3	4	5
Leaders are clear about AI’s purpose within the team and focus on keeping the human element central.
Our leaders champion AI use while emphasizing empathy, creativity, and connection.

	1	2	3	4	5
Team members feel they have a voice in how AI is integrated into our workflows.
We involve employees in decision-making regarding AI adoption and processes.

	1	2	3	4	5
We have clear ethical guidelines to ensure responsible AI use.
AI-related decisions are made with transparency, fairness, and accountability.

	1	2	3	4	5
Our organization values human insight and creativity alongside AI-driven efficiencies.
We maintain a balance where AI supports the unique contributions of each team member.

	1	2	3	4	5
Our team regularly discusses the role of AI and its potential impact.
Team members feel comfortable sharing concerns and ideas about AI integration.

	1	2	3	4	5
We provide tailored training and resources for team members to improve their AI-related skills.
The organization offers ongoing support for upskilling and reskilling as AI evolves

Self-Evaluation Checklist