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Knowledge readiness report
Template id: knowledge-readiness-report Responsible skill: knowledge-management:knowledge-readiness-assessment
Use this report to give a sponsor an evidence-based view of how ready the knowledge estate is for Copilot and agents, domain by domain, and what must change. Rate only what the evidence shows; a dimension without evidence is recorded as "not assessed", never as a pass. Every fact the organisation must supply is marked [To confirm: ...]. Example content is fictional and is there to be replaced or deleted.
1. Assessment details
| Field | Value |
|---|
| Scope (business units, domains) | [To confirm: scope] |
| AI uses this assessment informs | [To confirm: Copilot rollout wave, named agents, or both] |
| Decision the report supports | [To confirm: go or no-go, funding, wave sequencing] |
| Sponsor (role) | [To confirm: role] |
| Assessors (roles) | [To confirm: roles] |
| Fieldwork dates | [To confirm: dates] |
| Previous assessment | [To confirm: none, or reference and date] |
| Repeat date agreed | [To confirm: date] |
| Domain | AI uses depending on it | Verdict (ready, ready with conditions, not ready) | Main reason |
|---|
| HR policy (fictional example) | Absence policy agent; Copilot HR scenarios | Ready with conditions | Two competing versions of the absence policy; owner agreed to archive one |
| [To confirm: domain] | [To confirm: uses] | [To confirm: verdict] | [To confirm: reason] |
Overall position: [To confirm: one paragraph; the estate verdict is never better than the verdicts of the domains the planned AI uses depend on]
3. Ratings by domain
Rate 1 (not ready) to 4 (ready). Cite the evidence reference for every rating.
| Domain | Ownership | Currency | Authority | Findability and structure | Permissions | Classification | Lifecycle | Evidence refs |
|---|
| [To confirm: domain] | [To confirm: 1-4] | [To confirm: 1-4] | [To confirm: 1-4] | [To confirm: 1-4] | [To confirm: 1-4] | [To confirm: 1-4] | [To confirm: 1-4] | [To confirm: refs] |
Verdict rules: ready (no dimension below 3); ready with conditions (no 1s, every condition owned and dated); not ready (a 1 on ownership or permissions, or two or more 1s elsewhere).
4. Evidence log
| Ref | Evidence (report, sample, hand-checked question, owner interview) | Domain | Dimension | What it showed |
|---|
| E1 | [To confirm: evidence] | [To confirm: domain] | [To confirm: dimension] | [To confirm: finding] |
Roles interviewed (roles only, never names): [To confirm: roles]
5. Systemic findings
The three to five findings that explain most low ratings.
| Ref | Finding | Domains affected | Consequence for AI answers |
|---|
| S1 | [To confirm: finding] | [To confirm: domains] | [To confirm: consequence] |
6. Blind spots
| Not assessed | Why | Effect on confidence |
|---|
| [To confirm: for example personal drives, connector sources, third-party systems] | [To confirm: reason] | [To confirm: effect] |
| Action | Timing (before wave, alongside adoption, longer term) | Owning role | Skill that carries it out | Due |
|---|
| [To confirm: action] | [To confirm: timing] | [To confirm: role] | [To confirm: for example knowledge clean-up, owner model, site design] | [To confirm: date] |
8. Referrals
| Finding | Referred to | Risk tier | Status |
|---|
| [To confirm: oversharing or personal data finding] | [To confirm: security and privacy reviewer] | [To confirm: tier] | [To confirm: status] |
9. Baseline measures
| Measure | Baseline | Target | Owner (role) |
|---|
| Share of in-scope domains rated ready | [To confirm: value] | [To confirm: target] | [To confirm: role] |
| Share of AI-dependent sources with an accepted owner | [To confirm: value] | [To confirm: target] | [To confirm: role] |
| Share of sampled questions with one authoritative answer | [To confirm: value] | [To confirm: target] | [To confirm: role] |
10. Sign-off
| Role | Name | Date |
|---|
| Knowledge Manager | [To confirm: name] | [To confirm: date] |
| Sponsor | [To confirm: name] | [To confirm: date] |
| Security and privacy reviewer (from risk tier 2) | [To confirm: name] | [To confirm: date] |
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.
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