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Strategy & Transformation

AI Agent & Human Workflow Redesign Readiness Assessment

Diagnoses whether a specific team or process is actually ready to redesign work around AI agents — covering current usage, data and skills readiness, redesign priorities, and change barriers. Built for operations, transformation, and IT leaders scoping where to pilot next; the AI follow-up interview digs into the single biggest blocker instead of accepting a generic 'change management' answer.

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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

13 questions · ~7 min
Q01
Message

Thanks for taking a few minutes on this. Your responses are completely confidential and anonymized. We're assessing how ready this workflow and team are for AI agents to take on more of the work — your honest read matters more than an optimistic one. About 6-7 minutes.

Q02
Multiple ChoiceRequired

Which part of the organization does the workflow you're evaluating primarily sit in?

  • Customer Support
  • Sales & CRM
  • Finance & Accounting
  • HR & People Ops
  • IT & Engineering
  • Operations & Supply Chain
Q03
Opinion ScaleRequired

How would you rate the current level of AI agent use in this workflow today — meaning autonomous or semi-autonomous AI systems that complete tasks with limited human input?

Scale: 0 – 10
Min:Not used at allMax:Fully integrated into daily work
Q04
MatrixRequired

How much do you agree with each statement about this workflow's readiness for redesign?

6 rows × 5 columns
  • Leadership has committed real budget and time to this
  • The process steps are clearly documented today
  • The data feeding this workflow is clean and accessible
  • Employees trust AI-generated outputs enough to act on them
  • There's a clear process for handling errors or exceptions
  • +1 more
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q05
Multiple ChoiceRequired

In the last 30 days, which tasks in this workflow have been most repetitive or rules-based?

  • Data entry or reconciliation
  • Scheduling or routing decisions
  • Drafting responses or content
  • Answering routine questions
  • Compiling reports
  • Approvals and sign-offs
Q06
Best–Worst Trade-off (MaxDiff)Required

Looking at these potential redesign moves, which would you tackle first and which would you leave for last?

  • Automating data entry and reconciliation
  • Routing or triage decisions
  • Drafting first-pass responses or content
  • Handling exceptions and escalations
  • Managing approval workflows
  • Answering routine customer or employee questions
  • Compiling reports and analytics
Pick best & worst per setBest:Redesign firstWorst:Redesign last
Q07
Point AllocationRequired

If you had 100 points of investment to make this redesign succeed, how would you split them across these areas?

  • Employee training and upskilling
  • Redocumenting or redesigning the process itself
  • AI agent tooling and system integration
  • Governance, risk and compliance controls
  • Change management and communication
Allocate 100 points
Q08
RankingRequired

Rank these from biggest to smallest barrier to redesigning this workflow with AI agents.

  1. Unclear ownership of the change
  2. Data quality or access issues
  3. Employee resistance or lack of trust
  4. Lack of technical integration
  5. Unclear return on investment
  6. Compliance or risk concerns
Drag to rank
Q09
Opinion ScaleRequired

How confident are you that your team could adapt to a redesigned version of this workflow within the next 6 months?

Scale: 1 – 5
Min:Not at all confidentMax:Extremely confident
Q10
AI Interview

Anchor on the readiness statement this respondent rated lowest and the barrier they ranked as biggest. Probe concretely: what specifically would have to change for that barrier to no longer be a blocker, and what's one recent moment where this barrier actually got in the way? If they rated the team as fully ready with no real barriers, stress-test that by asking what would happen if the AI agent made a visible mistake tomorrow. If confidence in adapting was low, ask what timeline they'd consider realistic instead and why.

Q11
Multiple Choice

Which best describes your role relative to this workflow?

  • Individual contributor doing the work
  • People manager overseeing the team
  • Senior leader or executive sponsor
  • External advisor or consultant
  • Prefer not to say
Q12
Multiple Choice

What's the approximate size of your organization?

  • Fewer than 100 employees
  • 100-999 employees
  • 1,000-9,999 employees
  • 10,000+ employees
  • Prefer not to say
Q13
Message

That's everything — thank you for the candid input. Your answers feed a readiness scorecard that helps prioritize which workflows get an AI agent pilot next and what needs to be fixed first.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Anchors on one specific team or workflow (not the whole org), starting with where it sits, current AI agent usage level, and a matrix of readiness statements it can be scored against.
  • Uses a max diff exercise and a constant-sum budget allocation to force tradeoffs on which redesign moves matter most, rather than accepting flat agree/disagree answers.
  • Includes a ranking exercise on change barriers plus an AI follow-up interview that anchors on the specific lowest-rated readiness statement and the top-ranked barrier, pushing past a generic 'change management' answer to the actual blocker.
  • Closes with role and org-size context and feeds directly into an auto-generated report, so operations/IT leaders get a diagnosis of pilot readiness for that specific workflow, not just a topline score.

SurveyMonkey

AI Readiness Assessment Template

A fielding-ready template for gauging general AI readiness, built on SurveyMonkey's standard survey infrastructure. It appears aimed at organization-wide sentiment rather than diagnosing whether one specific team or workflow is ready to redesign around AI agents. Useful as a broad pulse-check, but not built to isolate a single blocker for a targeted pilot decision.

What it does well

  • Backed by SurveyMonkey's established distribution, analytics, and reporting infrastructure
  • Quick to deploy and customize for a general AI-readiness pulse check
  • Likely benefits from SurveyMonkey's benchmarking and dashboard tooling

Where it falls short

  • Static question set with no adaptive AI follow-up to dig into the specific reason readiness is low
  • Appears scoped to organization-level AI sentiment rather than diagnosing a specific workflow's redesign readiness
  • No published methodology or per-response quality scoring visible on the template

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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