A structured workshop booklet your team can run in a single session. Walk out with a prioritized, scored list of AI opportunities — with named owners and a 30-day action plan.
Teams jump to solutions without understanding which problems are worth solving with AI.
Hiring a consultant to run an AI assessment is expensive, slow, and often tells you what you already suspected.
Generic AI readiness checklists don't give your team a scored, prioritized list of what to do first.
Everything you need to go from "we should use AI" to "here's what we're doing and who owns it."
A scored, prioritized list of where AI can reduce cost, save time, or unlock new value — specific to your business.
No more "someone should look into that." Every opportunity has a person responsible and a deadline.
Week-by-week steps from quick wins to pilot launches. Start Monday, not "someday."
Quantified pain points and value estimates that justify AI investment to CFOs, boards, and skeptics.
Define the landscape. Map your departments, workflows, and pain points before jumping to solutions. Guided prompts help your team surface processes they wouldn't otherwise think to evaluate.
For each process, break down the individual tasks. Record frequency, time spent, and who's involved. This is where "we spend too long on X" turns into data you can act on.
Quantify the cost of inaction. Map each pain point to a dollar figure so leadership sees the business case, not just the tech case. Includes "if stuck" prompts for teams new to this.
Rate every opportunity on business impact, feasibility, data readiness, and strategic fit. The scoring grid auto-totals so you walk out with a ranked list, not a wish list.
Assign owners, set timelines, define success metrics. Week-by-week actions from quick wins to pilot launches. This section turns your scored list into a project plan.
Run it as a strategy offsite exercise. Align the whole team on where AI fits before committing budget to anything.
Find the quick wins in your own department. Identify the 2-3 processes where AI saves the most time or money.
Use it as a professional framework to run AI workshops with clients. White-glove quality at a fraction of the cost to develop yourself.
Know AI matters but not sure where to start? This gives you the structured process to figure it out — no technical background required.
Buy once, use it forever. Run it with different teams, departments, or clients.
Running this with a team or client group? Bulk pricing saves up to 35%. Each license is tied to a unique email for individual access.
No. The booklet is designed for business leaders, not engineers. It uses plain language and guided prompts. If you can describe your team's workflows, you can complete this.
Most teams complete it in 2-3 hours in a single session. Some split it across two meetings. There's no wrong way — the booklet works at your pace.
Digital. You get instant access to the full interactive booklet in your browser. You can also print it or export to PDF to fill in by hand.
Any. The framework is industry-agnostic — it's about your processes, not a specific technology. Teams in healthcare, finance, manufacturing, retail, and professional services have all used it.
Yes. Your license is permanent. Run it with different departments, new hires, or client groups. Consultants: the 5-pack and 10-pack are designed for you.
Free templates give you a list of questions. This gives you a scoring methodology, guided write-in exercises, "if stuck" prompts, and a concrete action plan. You walk out with ranked priorities, not just ideas.
The booklet is designed for self-serve. But if you want a professional facilitator, Optimaiz offers guided workshop facilitation.
If you don't find the booklet useful after completing it, email us at aiscorecard@polsia.app and we'll make it right.
Stop guessing. Run a structured assessment with your team and walk out with priorities, owners, and a plan.
Instant access · Printable PDF · Keep it forever