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AI maturity assessment
Template id: ai-maturity-assessment Responsible skill: ai-strategy:ai-maturity-assessment
Use this template to record an evidence-based view of the organisation's current AI maturity. Score only what the evidence shows. Anything not yet evidenced stays marked [To confirm: ...]. The archetypes are proposed CopilotForge classifications, not a Microsoft maturity classification.
1. Assessment details
| Field | Value |
|---|---|
| Organisation or business unit in scope | [To confirm: scope] |
| Sponsor | [To confirm: sponsor role] |
| Decision this assessment informs | [To confirm: first strategy, funding case, refresh or federation baseline] |
| Assessors | [To confirm: assessor roles] |
| Fieldwork dates | [To confirm: dates] |
| Previous assessment and date | [To confirm: none, or reference and date] |
| Minimum group size for any adoption data | [To confirm: agreed minimum] |
2. Evidence log
Grade each item: Observed (seen in an artefact), Corroborated (confirmed by at least two independent roles) or Asserted (claimed only; does not move a score).
| Ref | Evidence | Source (document or role interviewed) | Dimension | Grade |
|---|---|---|---|---|
| E1 | [To confirm: evidence] | [To confirm: source] | [To confirm: dimension] | [To confirm: grade] |
| E2 | [To confirm: evidence] | [To confirm: source] | [To confirm: dimension] | [To confirm: grade] |
Roles interviewed (roles only, never names): [To confirm: for example executive, manager, frontline, IT, security, data protection]
3. Dimension scores
Score each dimension at the highest stage whose evidence is fully met: Explorer, Adopter, Builder, Scaler or AI enterprise.
| Dimension | Stage reached | Evidence refs | What was seen | What it means | Priority moves |
|---|---|---|---|---|---|
| Strategy and sponsorship | [To confirm: stage] | [To confirm: refs] | [To confirm: finding] | [To confirm: implication] | [To confirm: moves] |
| People and adoption | [To confirm: stage] | [To confirm: refs] | [To confirm: finding] | [To confirm: implication] | [To confirm: moves] |
| Knowledge | [To confirm: stage] | [To confirm: refs] | [To confirm: finding] | [To confirm: implication] | [To confirm: moves] |
| Governance and risk | [To confirm: stage] | [To confirm: refs] | [To confirm: finding] | [To confirm: implication] | [To confirm: moves] |
| Platform and delivery capability | [To confirm: stage] | [To confirm: refs] | [To confirm: finding] | [To confirm: implication] | [To confirm: moves] |
| Value measurement | [To confirm: stage] | [To confirm: refs] | [To confirm: finding] | [To confirm: implication] | [To confirm: moves] |
4. Overall result
| Field | Value |
|---|---|
| Overall archetype (capped by the lowest of governance, knowledge and value measurement) | [To confirm: archetype] |
| Binding constraints | [To confirm: the dimensions holding the organisation back] |
| Emerging signals (dimensions ahead of the archetype) | [To confirm: signals] |
| Gaps between senior and frontline views | [To confirm: gaps] |
| Confidence | [To confirm: high, medium or low, with reason] |
| What the assessment could not see | [To confirm: limits] |
5. Evidence gaps to close
| Gap | Who could close it | By when |
|---|---|---|
| [To confirm: gap] | [To confirm: role] | [To confirm: date] |
6. Urgent findings
Record here any live use that informs decisions about people, money, safety or rights without human oversight, or any known shadow AI use. These go to the sponsor immediately.
[To confirm: urgent findings, or "none found"]
7. Sign-off and reassessment
| Field | Value |
|---|---|
| Played back to sponsor on | [To confirm: date] |
| Played back to interviewees on | [To confirm: date or "not done"] |
| Reassessment date | [To confirm: normally twelve months, or after a major change] |
Credit: Template from CopilotForge by Simon Foote (https://github.com/SimonFoote-greensparx/CopilotForge), licensed under CC BY 4.0. Keep this credit when you share or adapt the template; in your own completed document you may keep it as a footer or remove it.