AI Workflow and Policy Assessment
Your team needs guidance, not just goodwill toward AI.
The AI Workflow and Policy Assessment — an AI readiness assessment for organizations, not individuals — is a $2,500 review of how your people are actually using AI, which workflows matter most, and what to put in writing before it becomes a bigger problem.
$2,500
Paid in full before the work starts.
Who this is for
Organizations whose people are already using AI without clear guidance, and whose leadership needs to decide where it belongs and what to fix first.
What's included
- Leader interviews
- A review of three high-value workflows
- An adoption and risk review
- A prioritized action plan
- Draft internal AI-use guidelines
What you have at the end
A clear, prioritized list of what to fix first, and a draft policy document your leadership can take through your normal review process instead of writing one from scratch.
What this does not include
- Building or implementing the workflows — that's the 30-Day Implementation Sprint
- Legal, HR, compliance, or IT sign-off on the draft guidelines
- Staff-wide training delivery — see the Lunch-and-Learn
- Ongoing monthly support — see Ongoing AI Enablement
Policy and guideline work from Applied Momentum is operational guidance, not legal advice. Draft policies should go through your normal legal, HR, compliance, and IT review before you adopt them.
Common questions, plain answers.
Is this legal advice?
Policy and guideline work from Applied Momentum is operational guidance, not legal advice. Draft policies should go through your normal legal, HR, compliance, and IT review before you adopt them.
Do you interview our whole staff, or just leadership?
Leader interviews, not a staff-wide survey. The assessment is built around what leadership decides, not a headcount of opinions.
How do you pick the three workflows to review?
Together, during the leader interviews — you know which tasks are highest-value or most inconsistent. We review those three in depth rather than skimming everything.
What happens after the assessment?
You get a prioritized action plan and draft internal AI-use guidelines. Many organizations move next into the 30-Day Implementation Sprint to build the highest-priority workflow, but that's a separate, optional next step.
Is this the same as the free AI Working Level Check?
No. The free tool on this site is a personal, three-minute self-check for an individual. This is a paid review of your organization's workflows, adoption, and risk.
Already know where you want to start?