Wolff & Main

Guided self-assessment

Which task could AI help with?

Think of the report, update or follow-up your team keeps doing by hand. Answer 14 short questions about one task. Get a readiness breakdown, three next actions and a PDF plan. Your plan also explains any reasons to pause before trying AI.

See a fictional result before you start

Fictional example · not your result

A small business wants to improve reporting and summaries. The task is clear, a reviewer is assigned, and success checks are defined. But the reports use sensitive information and an approved tool is still missing. These fictional answers are not saved.

Address the safeguards first

90/100 self-reported readiness indicator

A high score can still mean pause. Ten readiness answers, each worth 0–2 points, are normalized to 100; “Not sure” counts as 0. Cautions can change the recommendation.

Readiness by dimension

Task clarity
4/4
Frequency and effort
4/4
Approved information and tools
2/4
Human review and accountability
4/4
Ability to measure a useful result
4/4

Important caution

  • Sensitive information needs an approved environment before any trial.

Three next actions

  1. Confirm which information and tools are approved.
  2. Assign a reviewer who can stop or correct the output.
  3. Narrow the task to a low-risk example before testing.

Suggested experiment

First resolve the cautions above. Then, if the workflow is approved, try five low-risk examples of Reporting and summaries with a named human reviewer.

Success checks

  • Time to complete each example
  • Errors or corrections needed
  • Whether the output was useful to its reviewer

This self-reported readiness indicator is not validated benchmarking, predicted savings, or assurance of safe deployment. For general education and planning. Review outputs and confirm tool and data approvals before use. Results are not guaranteed. Disclaimer and terms. Scoring version 2026-10-01-v1.

Where should we send your AI action plan?

Enter your email to save your progress, resume later, and receive your results. You can download a PDF when you finish. Wolff & Main may also send one personal follow-up about your results. No newsletter signup.

If verification is unavailable, use the free worksheet or email hello@wolffandmain.com.

Answers are stored separately from optional analytics. Your browser access lasts for 30 days after your last visit. Drafts become eligible for daily removal after 30 days of inactivity; completed plans after one year. You may delete yours sooner. See privacy details.

Already started elsewhere? Request a resume link

Prefer a worksheet?