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LSPT Consulting · Worksheet

AI and Work Readiness

A worksheet to help leadership teams prepare for AI or new technology. Review tasks, employee responsibilities, oversight and preparation for a pilot.

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9-page PDF · Read all prompts below

How to use it

Complete Parts 1 to 6 with the leaders sponsoring the rollout and the employees involved. Use the readiness check in Part 7 to identify questions that need further attention.

Read the prompts here and record your answers in your own notes. This page does not collect or save answers. The PDF has fields you can fill in or print.

Worksheet sections
  1. Business purpose
  2. Map the work today
  3. Divide the work
  4. Roles and skills
  5. Data and governance
  6. Pilot and rollout
  7. Readiness check
  8. Where do we stand?
  9. A question for discussion

Start with

  • The technology or tool
  • Sponsor
  • Prepared by
  • Date

Part 1Business purpose

Describe the business need and what the technology is intended to change.

  • In one sentence, what business problem are we solving?
  • Why is technology the right answer to this problem?

How we will know it worked

Include at least one measure beyond time saved.

For each entry, record:

  • Measure
  • Today
  • Target
  • How we will measure it

Part 2Map the work today

Include the steps, exceptions and workarounds used in the current process.

  • Which parts of this work create the most value?
  • What should stop or be simplified before anything is automated?

Current work

For each entry, record:

  • Step
  • Who does it
  • Handoffs and exceptions
  • Workarounds
  • Keep, simplify or stop

Part 3Divide the work

Decide what the tool does, what people do and who checks the result.

  • One person accountable for the final result
  • Who reviews errors, exceptions and questionable output
  • When an employee should override or escalate the tool's recommendation

Responsibilities for each task

For each entry, record:

  • Task
  • The tool does
  • People do
  • Who reviews the output

Part 4Roles and skills

Be specific about how each role changes.

  • How managers will review and evaluate the new work
  • What people will do with the time the tool is expected to free up

Role changes

For each entry, record:

  • Role
  • How the work changes
  • New skills needed
  • Responsibilities to update

Part 5Data and governance

Identify the information the tool uses and who is responsible for its oversight.

  • Governance owner
  • How often results are checked
  • How results will be monitored after rollout

Data used by the tool

For each entry, record:

  • Data the tool uses
  • What it is used for
  • Accurate enough?
  • Data owner

Risk review

Review each area: Privacy; Security; Bias; Access.

For each area, record:

  • Reviewed?
  • Reviewed by
  • What we found

Part 6Pilot and rollout

Plan a pilot with employees familiar with the process and define how it will be evaluated.

  • Pilot group
  • Pilot start
  • Pilot end
  • Evaluation date
  • Employees who will help test the process
  • What the pilot needs to show before a broader rollout
  • Manager briefing date
  • Briefed by
  • How people report problems without being seen as resisting the tool

Part 7Readiness check

Mark each question Yes, No or Not yet. Review the gaps and record any decisions needed before rollout.

Business purpose

  • Can we name the specific business problem this technology is intended to solve?
  • Do we know what a successful result would look like?
  • Have we identified a measure beyond general time savings?
  • Do we know why technology is the appropriate answer?

Current work

  • Have we mapped how the work happens today?
  • Have we included handoffs, exceptions and informal workarounds?
  • Do we know which parts of the process create value?
  • Have we identified work that should stop or be simplified before it is automated?

Human and technology responsibilities

  • Have we decided which tasks the technology will perform?
  • Have we identified where human judgment is still required?
  • Is one person clearly accountable for the final result?
  • Do we know who will review errors, exceptions or questionable output?
  • Have we defined when an employee should override or escalate the system’s recommendation?

Roles and skills

  • Do affected employees understand how their work will change?
  • Have job responsibilities been updated where necessary?
  • Do managers know how to review and evaluate the new work?
  • Have we identified new skills employees or managers will need?
  • Have we decided what people will do with the capacity the tool is expected to create?

Data and governance

  • Do we understand what data the tool uses?
  • Is that information accurate enough for the intended decision?
  • Have privacy, security, bias and access risks been reviewed?
  • Is there a process for monitoring results after rollout?
  • Is there a named owner for governance?

Implementation

  • Have the people who perform the work helped test the new process?
  • Are we piloting the change before a broad rollout?
  • Have managers been prepared before the announcement?
  • Is there a way to report problems without discouraging use?
  • Is there a scheduled date to evaluate whether the tool is improving the work?

SummaryWhere do we stand?

Mark each area settled or open. For each open area, record the decision, the owner and the date.

Summary

Review each area: Business purpose; Current work; Human and technology responsibilities; Roles and skills; Data and governance; Implementation.

For each area, record:

  • Settled or open
  • Decision, owner and date

A question for discussion

Can the employees using the tool explain their responsibilities in the new process?

Use any gaps in that explanation to identify further role clarification, training or preparation.

  • Our answer
  • Ready to roll out? Yes / Pilot first / Not yet
  • Signed off by
  • Date
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