Is Your Firm "AI-Ready" or Just "Tech-Heavy"?
Buying ChatGPT doesn't make you an AI company.
This assessment scores your firm on the 3 Pillars of Success:
1) Leadership Architecture: (Psychological Safety & Outcome Definitions) 2) Operational Excellence: (Async Ratios & Meeting Efficiency) 3) Digital Infrastructure: (Data Standardization & Knowledge Capture)
Leadership Architecture
Maturity Areas: Outcome Definition, Psych Safety, Feedback Loops, Async Delegation.
1. How do managers assign work?
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Verbal instructions in meetings or quick Slack messages.
Loose tasks in a project tool, but lots of back-and-forth clarification is needed.
Clear "Definition of Done" with specific output requirements.
2. How comfortable is the team raising "Red Flags" or admitting mistakes?
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They hide them until it's too late. We only find out when things break.
They tell managers privately in 1:1s, but never publicly.
They post them publicly in async channels to solve immediately.
3. How do you measure productivity?
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Visibility. "Are they online? Are they in the meeting?"
Output, but we still worry if people aren't responding instantly.
Pure Outcomes. We measure deliverables, not hours.
4. How clear are the "Success Metrics" for junior roles?
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Vague. "Support the senior team."
They have tasks, but success is subjective.
Binary. We know exactly what a "winning day" looks like mathematically.
Leader result
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Operational Excellence
Maturity Areas: Meeting Efficiency, Documentation Habit, Async Ratio, Retrieval Speed.
1. Look at your calendar. What % of meetings are "Status Updates"?
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>50%. We pay expensive salaries for people to read lists to each other.
~30%. We try to limit them, but they creep back in.
<10%. Status is async. Meetings are for decisions and strategy.
2. When a decision is made, where does it live?
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In everyone's memory of the Zoom call.
Buried in a Slack thread or email chain.
In a searchable Decision Log or Memo.
3. What is your firm's default communication speed?
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ASAP / Real-time. Constant interruptions.
We try to respect focus time, but urgency wins.
Asynchronous by default. We protect "Deep Work" blocks.
4. How do you handle "Repeated Questions" (e.g., "How do I do X?")?
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Ask a manager.
Ask in a Slack channel.
Search the Knowledge Base first.
Operational result
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Digital Infrastructure
Maturity Areas: KB Completeness, Data Standardization, Searchability, Prompt Readiness.
1. If your most senior expert quits tomorrow, what happens to their knowledge?
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It leaves the building with them. We lose the asset.
We have some files, but we'd struggle to figure out their specific methods.
Their "Playbook" is documented. A new hire (or AI agent) could pick it up Day 1.
2. If we asked two different employees to produce the same "Monthly Report," would they look identical?
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No, everyone has their own format/style.
Roughly similar, but with personal variations.
Yes, they use the exact same template and data structure.
3. Where is your "Standard Operating Procedure" (SOP) library?
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We don't really have one.
Scattered across Google Drive, Dropbox, and Desktop folders.
Centralized, searchable, and updated weekly (e.g., Notion/Guru).
4. If we tried to deploy an AI Agent to handle your "Client Onboarding" today, what would happen?
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It would fail. The process is in our heads, not in steps.
It might work for parts, but a human needs to hold its hand.
It would work. The SOP is so detailed a machine could follow it.
Digital results
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Well done!
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