Dove365 AI Readiness Assessment

A practical self-assessment for your organisation. Review your foundations across strategy, people, Microsoft 365, data, governance, processes and useful AI opportunities.

Self-assessment

Your AI readiness score

Complete each section with a small group representing leadership, operations, IT or Microsoft 365 administration, and the people who perform the work being considered for AI.

Business Strategy
Leadership
People and Skills
Existing Microsoft 365 Usage
Data Quality
Security and Governance
Business Processes
AI Opportunities
Your AI Readiness is
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AI Readiness
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A practical self-assessment for your organisation

Artificial intelligence can support productivity, service delivery and better decision-making, but successful adoption involves more than choosing a tool. Organisations also need clear goals, capable people, reliable information and appropriate safeguards.

This checklist helps UK small and medium-sized businesses, charities and schools assess their current position. It is a practical conversation starter, not a technical audit or a formal compliance assessment.

How to use this checklist: Complete it with a small group representing leadership, operations, IT or Microsoft 365 administration, and the people who perform the work being considered for AI.
Scoring

How your answers are scored

Yes2 points

This is in place and works consistently.

Unsure1 point

It may be partly in place or needs confirmation.

No0 points

It is not currently in place.

Record the score for every question, then review your total and section scores. A low score in Security and Governance or Data Quality may be more significant than a high overall score.

Section 1

Business Strategy

We can describe the business outcomes we want AI to support.
Our possible AI uses relate to genuine organisational priorities.
We have identified where AI could save time, improve quality or support service users.
We have realistic expectations about what AI can and cannot do.
We can define how we would measure the success of an AI trial.
Section score: 0 / 10
Section 2

Leadership

A senior leader is willing to sponsor responsible AI adoption.
Leaders understand that AI requires oversight, not only software.
There is a clear route for approving AI trials and related changes.
Leaders are prepared to involve employees in the adoption process.
Responsibility for AI-related decisions can be clearly assigned.
Section score: 0 / 10
Section 3

People and Skills

Employees understand the basic purpose and limitations of generative AI.
Employees know that AI-generated content must be reviewed.
We have people who can help colleagues learn safe and effective ways of working.
Employees have opportunities to raise questions or concerns about AI.
We can provide role-relevant guidance rather than relying on general awareness alone.
Section score: 0 / 10
Section 4

Existing Microsoft 365 Usage

Microsoft 365 is used consistently across the organisation.
Teams, SharePoint and OneDrive have clear and understood purposes.
Important documents are stored in managed organisational locations.
User accounts and access permissions are reviewed regularly.
We understand which Microsoft 365 services and Copilot capabilities are available to us.
AI can expose weaknesses in existing information management. If documents are duplicated, outdated or shared too widely, improve those foundations before extending access to AI tools.
Section score: 0 / 10
Section 5

Data Quality

Important information is accurate enough to support day-to-day decisions.
We know where authoritative versions of key documents and records are held.
Duplicate, outdated and incomplete information is managed.
Business records have clear owners who are responsible for their quality.
We understand which information is personal, sensitive or confidential.
Section score: 0 / 10
Section 6

Security and Governance

Multi-factor authentication is used where appropriate.
Access to files, sites and systems follows people's job requirements.
We have policies covering acceptable technology and data use.
Employees know what information they may and may not enter into AI tools.
Employees know they must not enter organisational data into personal or unapproved AI accounts.
We have reviewed how approved AI tools use prompts, uploaded files and chat history, including any settings relating to model training or product improvement.
We can assess privacy, security, legal and sector-specific requirements before an AI trial.
We have a process for reporting incorrect, harmful or inappropriate AI results.
Important: This checklist does not replace advice from your data protection, safeguarding, legal, HR, IT or information security specialists.
Watch for shadow AI: Employees may use personal ChatGPT accounts or other consumer AI services when an approved business tool or clear guidance is not available. Identify which tools are being used, provide a safe route for legitimate needs and explain why organisational information must not be entered into unapproved services.
Section score: 0 / 16
Section 7

Business Processes

Our important processes are understood and have clear owners.
We know which repetitive tasks consume the most employee time.
We have identified common delays, duplication or manual re-entry of information.
We can distinguish between tasks that AI may assist and decisions that require human judgement.
We are willing to improve a process before attempting to automate it.
Section score: 0 / 10
Section 8

AI Opportunities

We have identified at least one low-risk, useful AI opportunity.
The people who perform the relevant work have helped define the opportunity.
Suitable source information is available and can be used appropriately.
A person will remain responsible for reviewing the output.
We can run a limited trial before making a wider change.
We can measure time saved, quality, user experience or another relevant outcome.
Section score: 0 / 12
Your result

Interpreting your answers

Readiness score0%

Assessment in progress

Complete the assessment sections to see your readiness level.

Radar / Spider Chart

0% AI Readiness

Score Distribution

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Assessment Breakdown

Total Score0%
Pay attention to UnsureAn Unsure response often identifies an ownership or communication gap. Confirm who can answer the question and what evidence is needed.
Look for patternsSeveral No responses in one section indicate a foundation that deserves attention before wider AI adoption.
Choose manageable opportunitiesGood early opportunities are useful, measurable and straightforward to review. Avoid high-impact decisions, poorly understood processes or sensitive information without specialist review.
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