AI Strategy & Readiness
Know where AI fits. Know where it doesn't.
Your team may already be using AI on their own. We look at your work, your data and your people, then give you a plain plan: where AI could help, where it shouldn't be used, and what to try first. Even if the answer is "not yet".
Start with a free assessment →Readiness snapshot
Sample data
Systems
Tools work, but don't talk to each other
Data
Two donor lists, neither complete
Team
Curious, already trying tools on their own
Rules
No written AI policy yet
Suggested first step
Write your AI rules and merge the donor lists. Revisit AI for thank-you letters after that.
Sample snapshot for a fictional organization. Yours is built from your own work and data.
Why plan first
AI is already in your organization. The rules usually aren't.
Saying no to AI doesn't stop it. It just moves it out of view. A plan puts it back where your team and board can see it.
01
Staff are already using it
People try free tools on their own to keep up, often on personal accounts, with nobody sure what's being shared or sent.
02
No shared rules
There's no written policy on what AI can be used for, what data it can see, or who checks the work before it goes out.
03
Data that isn't ready
Information lives in scattered spreadsheets and old folders. AI on top of messy data gives you messy answers, faster.
04
Pressure to do something
Boards, funders and vendors all ask about AI. It's hard to tell what's worth testing and what's just noise.
What you leave with
A plan your board can read. And your team can use.
Plain language, built from your own work and documents, not generic prompts. You decide what happens next, including doing nothing with AI for now.
Start with a free assessment1
A readiness check
An honest picture of where you are today across your systems, your data, your team and your rules, and who is already using AI for what.
2
Where AI could help
A short list of real tasks, like drafting reports, sorting intake or answering common questions, weighed by the time they could give back and the risk they carry.
3
Where it shouldn't be used
Clear lines your team can follow: no decisions about people, no sensitive client data without the right controls, and nothing sent out without a person checking it first.
4
Your AI rules
A written AI policy in plain language, ready for your board to approve, with a one-page version for staff.
5
What to try first, or "not yet"
One workflow to start with and the signs that tell you it's working. If AI isn't right yet, you'll know what to fix first and when to look again.
Ready is something you can see. One step at a time.
We don't guess at readiness. Each step has signs your team is ready and signs the system is working. You move up only when both are true, and if something slips, the step above switches off while the one below keeps running.
1
Map the work
One workflow, written down with steps, owners and exceptions.
2
Clean data
One source of truth, with rules on who can see what.
3
Team using it
People use the system every day, without being reminded.
4
Automate the routine
Steps that need no judgment run on their own, with alerts if they stop.
5
Add assistive AI
AI drafts and flags. A person reviews and approves what goes out.
Many organizations stay at step 2 or 3 for a while. That's a good result, not a failure.
Not sure where you stand? Start with the free assessment.
Tell us what your team is dealing with. We'll tell you honestly whether AI belongs in the picture yet, and what to do first either way.
Start with a free assessment →