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Secure AI Readiness Checklist

20 checks to run before you put AI to work in your business. Most AI projects fail before they start — wrong use case, messy data, or no security plan. If you can't tick a box, that's exactly where to focus.

20 checks · 5 stages 2-page PDF 5-minute read
What's inside

Five stages, twenty decisions

The same path we walk clients through — from picking the right first project to rolling it out without breaking what already works.

1

Find the Right Opportunity

Surface the tasks that eat the most hours, rank by impact and risk, and pick one project small enough to ship in 30 days.

2

Get Your Data Ready

Know where your data lives, document the processes AI will rely on, and decide what stays strictly off-limits.

3

Lock Down Security

The step everyone skips: training policies, separate business logins, 2FA everywhere, and least-privilege access.

4

Check Compliance

Map the rules that apply (HIPAA, GLBA, FERPA, state privacy), update your policy, and keep a human in the loop.

5

Roll Out Without Breaking Things

Pilot small, define what "working" means, train the team, and keep a fallback so the old process still works.

How did you score?

Your score tells you the next move

16–20

You're ready. The question is which build delivers ROI first.

8–15

Solid base, real gaps — most businesses sit here.

0–7

Don't buy any AI tool yet. Start with a roadmap.

Wherever you landed, book a free 30-minute AI Opportunity Audit and we'll turn the checklist into a plan.

Book a free audit