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AI Initiative Assessment

Take stock of every AI initiative already running in the organization, classify its maturity, and decide what to continue, pivot, or kill.

O-M-ARC-AII

AI Initiative Assessment

Take stock of every AI initiative already running in the organization, classify its maturity, and decide what to continue, pivot, or kill.

O-M-ARC-AII

Introduction

Most organizations already have AI activity before they start a formal transformation. Scattered pilots, shadow ChatGPT usage, vendor tools bolted onto legacy systems, an "AI suite" that nobody uses. Without a clear inventory, transformation programs duplicate effort, underestimate complexity, and miss signals about what already works.

This exercise produces the evidence base that feeds the Current State Canvas and the Transformation Vision Canvas. It is also often the single most useful conversation opener with a new client: before we discuss where we are going, let us agree on what you already have.

Phase

Map

Lens

Architecture

Purpose

Inventory existing AI activity, classify maturity, decide what to continue, pivot, or kill

Output

Initiative inventory with ladder classification, lens scores, and continue/pivot/kill decisions

Who's Involved

Transformation lead, architecture lead, one representative per function running AI

Duration

Half-day workshop plus one to two weeks of interviews and data collection

Steps

  1. Collect every AI-related initiative: official projects, pilots, shadow usage, vendor tools, internal experiments. Do not filter; collect first.

  2. Place each initiative on the AI Maturity Ladder (Thought Partner, Assistant, Teammate, System).

  3. Score each initiative on the three lenses (1 to 5): architecture readiness, operations integration, experience quality.

  4. Cross-check claimed adoption against evidence (logs, interview notes, workflow data). Flag initiatives with no evidence.

  5. Make a Continue, Pivot, or Kill decision for each initiative, following the BOI rationalization logic.

  6. Summarize findings on a single page ready to feed the Current State Canvas.

Template

Coming Soon

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©2026 Orbit Method™

By Shaped + Cognitive Superiority

©2026 Orbit Method™

By Shaped + Cognitive Superiority

©2026 Orbit Method™

By Shaped + Cognitive Superiority