Digital & AI Maturity Self-Assessment Questionnaire

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How to Use This Form

For each question, select the score (1–5) that best matches your organisation’s current state. Don’t overthink it – an honest “good enough” answer is best.
In the comments box, add a brief explanation, example, or context.
Comments don’t need to be long or perfect. Even a quick note (“PMO is new, roles unclear”) or “AI Council just launched, still finding its feet” is helpful.
If you’re unsure, write “unsure” or “needs follow-up.” We’ll flesh these out in discovery sessions.
Feel free to reference or attach files (org charts, digital policies, sample project briefs, etc.) if this makes your answers easier.

Examples of Good-Enough Comments:

“Digital team leads most projects; PMO involved on large ones, but process not formalised.”
“AI Council exists, meets quarterly, but not yet involved in governance decisions.”
“See attached org chart for digital/data roles.”
“Ethics review done for chatbots, but not for analytics projects.”

Bottom line: Honest, “good enough” answers and real examples are more useful than perfect wording. Every detail helps us shape a roadmap that fits your organisation.

Note:

This self-assessment is designed to provide a baseline snapshot of your digital and AI maturity across key organisational dimensions. Some topics such as marketing strategy, customer experience, detailed process mapping, and innovation initiatives are not fully covered here, but will be explored in more depth during the discovery phase.

Section 1: Strategy

1. Executive Vision for Digital & AI ((Required)

Our executive team has a shared vision for how digital transformation and AI support our strategic goals.

1 – Not in place

2 – Initial awareness

3 – Partially established

4 – Mostly in place

5 – Fully embedded

Comments / Examples: If unknown just say "not sure"(Required)

E.g., “Execs discuss digital regularly; some enthusiasm for AI, but no formal vision.” if unknown just say "not sure"

2. Leadership, Funding & Accountability(Required)

We have committed leadership, funding, and accountability structures to support digital and AI initiatives.

1 – Not in place

2 – Initial awareness

3 – Partially established

4 – Mostly in place

5 – Fully embedded

Comments / Examples:(Required)

E.g., “Some digital projects have sponsors; funding ad-hoc, not strategic.” if unknown just say "not sure"

3. Prioritising Use Cases(Required)

We prioritise digital and AI use cases based on business value, feasibility, and risk profile.

1 – Not in place

2 – Initial awareness

3 – Partially established

4 – Mostly in place

5 – Fully embedded

Comments / Examples:(Required)

E.g., “Project selection is informal; some digital/AI pilots run without a business case.” if unknown just say "not sure"

Section 2: Governance

4. Governance Integration(Required)

Our digital and AI governance is integrated with existing risk, compliance, and audit processes.

1 – Not in place

2 – Initial awareness

3 – Partially established

4 – Mostly in place

5 – Fully embedded

Comments / Examples:(Required)

E.g., “Digital risks reviewed at project start; no ongoing AI oversight.” if unknown just say "not sure"

5. Defined Roles & Escalation(Required)

We have clearly defined roles and escalation paths for managing digital and AI-related decisions and outcomes.

1 – Not in place

2 – Initial awareness

3 – Partially established

4 – Mostly in place

5 – Fully embedded

Comments / Examples:(Required)

E.g., “Digital/IT teams lead; roles for AI unclear, escalation not documented.” if unknown just say "not sure"

6. Managing Ethical, Legal & Reputational Risk(Required)

We proactively assess ethical, legal, and reputational risks for digital and AI initiatives before and after launch.

1 – Not in place

2 – Initial awareness

3 – Partially established

4 – Mostly in place

5 – Fully embedded

Comments / Examples:(Required)

E.g., “Some data privacy checks, but limited AI/automation-specific review.” if unknown just say "not sure"

Section 3: People

7. Skills & Expertise(Required)

We have access to the right mix of digital, AI, data, and business expertise (internally or through partners).

1 – Not in place

2 – Initial awareness

3 – Partially established

4 – Mostly in place

5 – Fully embedded

Comments / Examples:(Required)

E.g., “Digital and data skills present; AI knowledge mostly external or emerging.” if unknown just say "not sure"

8. Collaboration Across Teams(Required)

Business, digital, and technology teams collaborate effectively on digital and AI projects.

1 – Not in place

2 – Initial awareness

3 – Partially established

4 – Mostly in place

5 – Fully embedded

Comments / Examples:(Required)

E.g., “Digital/IT collaborate well; business users involved late or reactively.” if unknown just say "not sure"

9. Upskilling & Change Support(Required)

We support digital and AI upskilling and change management for staff through structured training or coaching.

1 – Not in place

2 – Initial awareness

3 – Partially established

4 – Mostly in place

5 – Fully embedded

Comments / Examples:(Required)

E.g., “Some digital skills sessions; AI training mostly self-driven or informal.” if unknown just say "not sure"

Section 5: Technology

10. Data Quality & Governance(Required)

We have high-quality, well-governed data that is accessible and fit for digital and AI projects.

1 – Not in place

2 – Initial awareness

3 – Partially established

4 – Mostly in place

5 – Fully embedded

Comments / Examples:(Required)

E.g., “CRM data robust; program data siloed, needs cleaning for analytics.” if unknown just say "not sure"

11. Data Ownership & Controls(Required)

Data ownership and quality controls are clearly defined and enforced for digital and AI purposes.

1 – Not in place

2 – Initial awareness

3 – Partially established

4 – Mostly in place

5 – Fully embedded

Comments / Examples:(Required)

E.g., “Some data owners assigned, but policies not consistent across teams.” if unknown just say "not sure"

12. Data Discovery & Access(Required)

We can efficiently discover, access, and connect the data needed for digital and AI use cases.

1 – Not in place

2 – Initial awareness

3 – Partially established

4 – Mostly in place

5 – Fully embedded

Comments / Examples:(Required)

E.g., “Data access varies by team; new projects need manual data wrangling.” if unknown just say "not sure"

Section 4: Data

13. Technology Environment(Required)

Our technology environment is secure, scalable, and able to support digital and AI workloads.

1 – Not in place

2 – Initial awareness

3 – Partially established

4 – Mostly in place

5 – Fully embedded

Comments / Examples:(Required)

E.g., “Cloud platform supports pilots; legacy apps limit some integration.” if unknown just say "not sure"

14. Platform Integration(Required)

We use modern digital/AI tools and platforms that integrate well with our business systems and data.

1 – Not in place

2 – Initial awareness

3 – Partially established

4 – Mostly in place

5 – Fully embedded

Comments / Examples:(Required)

E.g., “Piloting AI chatbots; integration to CRM in progress.” if unknown just say "not sure"

15. Scalability(Required)

We have the architecture and resources to scale digital and AI projects securely and reliably.

1 – Not in place

2 – Initial awareness

3 – Partially established

4 – Mostly in place

5 – Fully embedded

Comments / Examples:(Required)

E.g., “Scaling small pilots possible; enterprise rollouts not yet tested.” if unknown just say "not sure"

Final Thoughts or Additional Comments

Is there anything else you’d like to share about your organisation’s digital, data, or AI journey that wasn’t covered above? This might include major challenges, opportunities, past experiences, or areas you hope we focus on in discovery sessions.

E.g., “We’re about to start a merger—timing may impact digital plans,” or “Staff engagement with digital change has been a challenge in the past.”

File Attachments or References (optional):

If easier, please reference or attach files (e.g., org charts, digital/AI strategies, sample project docs) to clarify your answers.

Drop files here or

Max. file size: 256 MB.

Digital & AI Maturity Self-Assessment Questionnaire

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