How to Use This Checklist
Answer each of the 10 questions honestly. This checklist helps you understand where your business stands today and where AI can make the biggest impact. Time required: 5 minutes.
0 of 10 questions answered
Operations and Processes
1. Can you describe your core business workflows in clear steps?
If you can walk someone through how your business operates step by step, you are ready. If everything lives in your head, there is foundational work to do first.
2. Do you have at least one task you do the same way more than twice a week?
Repetitive, predictable tasks are where AI delivers the fastest ROI.
3. Do you use digital tools for your core work (not just paper and phone)?
AI connects to digital systems. If your records are in spreadsheets and your communications are in email, AI can work with that data.
Information and Documents
4. Can your team find important documents within 5 minutes?
If finding a document requires asking someone who "just knows where it is," AI-powered search could save significant time.
5. Do you have information scattered across 3 or more tools or platforms?
The more fragmented your information, the more value AI cross-tool search provides.
Communication and Reporting
6. Do you spend more than 2 hours per week on status updates, reports, or stakeholder communications?
AI-generated reporting is one of the highest-impact automations for your business.
7. Do you or your team members answer the same questions repeatedly?
Repetitive questions signal that information is not accessible enough. AI can create self-service answers.
Capacity and Growth
8. Do you feel like you are the bottleneck in your business?
AI can help distribute knowledge and automate coordination.
9. Are you turning down work or growth opportunities because you do not have enough time?
If you have demand but not capacity, automation is the fastest path to growth without hiring.
Readiness and Investment
10. Are you willing to invest 4 to 6 weeks of focused effort to set up systems that save you 10 or more hours per week permanently?
AI automation requires initial setup but the return is permanent.
Answer all 10 questions to see your results
Want the Full Diagnostic?
This checklist gives you a quick self-assessment. The PM Joy Assessment goes deeper: a comprehensive diagnostic that analyzes your actual workflows, quantifies time waste, and produces a prioritized roadmap with specific ROI projections.
Learn more about the PM Joy Assessment →