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§5

Readiness — are we ready to start?

Before standing up an AI adoption program, confirm these foundations exist. If most are missing, build them first — launching AI adoption on broken ground produces shadow AI and incidents.

#FoundationWhat "ready" looks like
1Named executive sponsorOne C-level person backs the AI program with budget and authority. Without this, the CoE has no teeth.
2Risk appetite statedLeadership has written down where AI may and may not act — drafting customer emails? approving payments? hiring decisions? If ambiguous, settle it before starting.
3Identity provider in placeOkta / Entra ID / Google Workspace SSO managing humans and service identities. We will issue agent identities through this, not invent a parallel system.
4Security review pathA working process for vetting new tools and integrations. We will plug AI procurement into it, not build a parallel one.
5Data classification baselineSome notion of public / internal / confidential / PII data, even if informal. Without it, agent scoping is guesswork.
6Logging & monitoring infrastructureThe company already runs centralized logging / dashboards for non-AI systems. Our AI observability layer plugs in here.
7Operational disciplineStandard SDLC, change management, incident response capability somewhere in the org. AI cannot be the first system the company runs operationally.
8Workflow visibilityAt least 3–5 high-impact workflows identified, documented well enough to be candidates for an agent. If everything is tribal knowledge, we automate nothing reliably.

This is a gate, not a one-time check — reassess every 6 months. Readiness drifts as the company grows, acquires, or churns staff.