Workbook
The Automation Readiness Review
Is Your Organization Ready to Receive What You're About to Deploy
The technology is ready. The organization has not been asked if it is.
For the technology leader or operations director planning an automation deployment who needs to assess whether the organization is ready to receive the change, not whether the technology works.
The Name It First Experience
Most automation projects fail for reasons that were visible before deployment started. Your Automation Readiness Charter is the organizational preparedness document that makes the deployment more likely to land. This workbook evaluates process stability, assesses team readiness and cultural receptivity, and produces a signed charter with go/no-go criteria the leader commits to honoring.
You can opt into 30-, 60-, and 90-day check-ins from your account. We recommend you do — the point is to see what changed.
Sample questions
- Is the process you're automating actually stable and documented — or are you automating something that still isn't fully understood?
- What is the human and organizational readiness picture — and how different is it from the technology readiness picture?
- What change management requirements does this deployment have that the technology timeline doesn't account for?
Research basis
Kotter eight-stage change framework applied to automation deployment readiness / Prosci ADKAR model for individual change readiness / Senge organizational learning applied to automation adoption / Hammer and Champy reengineering principles applied to process stability / Maslach burnout research applied to technology change fatigue
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Every format asks the same questions and produces the same document.
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The full guide on any screen, with a companion journal to write your answers by hand.
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We read every question and every scenario aloud. For the commute, the walk, the dishes.
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Answer on screen. Your responses save as you go and assemble into your finished document.
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Listen to each question and speak your answer. We capture it. You never touch a keyboard.
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The Essential path takes you to your finished document by the questions that matter most. The Full-depth path walks every question, every scenario, every angle. Both produce the same signed document — one just goes deeper on the way there.
Essential path
Shorter sessions. The questions that go directly to the document.
Full depth
Every question. Every scenario, every angle.
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