The AI Implementation Assessment Workbook is the Excel companion to Innovation or Theater: AI Implementation Decision Framework. It turns the paper's organizational posture, use-case intake, localized risk, AI role fit, and autonomy-alignment logic into a structured implementation assessment.
Download the workbook and use it with the workbook user guide.
For a portable copy of the complete package, download the research package ZIP, which includes the paper PDF, workbook, and guide.
What's inside
The workbook walks an implementation through the same dimensions as the framework, in order:
- Organizational AI posture — the readiness, skills, and constraints the organization brings before any single use case.
- Use-case intake — the actual task, the accountable owner, and the data sources, instead of a vague "use AI for X."
- Localized risk — what this AI role newly makes possible to break, and who bears the consequence when it is wrong.
- AI role fit — whether AI is actually suited to the task, or is being added because it is novel.
- Autonomy alignment — how much independence the AI should have, and whether the proposal stays under that ceiling.
You answer structured questions in each section, and the workbook combines them into a single proceed-as-proposed result: a YES, or a NO with reason codes that point to exactly what disqualified the proposal. Some answers act as hard stops — an undefined use case, no accountable owner, undefined data sources, or excessive autonomy — and force a NO regardless of the overall score, because those gaps make a confident result meaningless. It is meant to be filled in by the people who own the workflow and its risk, not a single enthusiast.
What it helps answer
The workbook is built around one question: should this AI implementation proceed as proposed?
A YES means the current proposal passed the workbook's assessment logic. A NO means the proposal should not move forward in its current form, even if a redesigned or more bounded AI role may still be useful.
Related
Read the research paper for the framework behind the workbook, or open the user guide for recommended assessment participants, reassessment cadence, interpretation rules, and file-practice guidance.