The Enterprise GenAI Adoption Checklist
Most failed AI initiatives don't fail on the technology — they fail on everything around it: unclear goals, the wrong first use case, messy data, or teams that were never brought along. This is the checklist I walk clients through before a single model is deployed. Use it to pressure-test your own readiness.
1. Strategy & alignment
- A clear business outcome the AI initiative is tied to (cost, speed, revenue or experience)
- Executive sponsorship and a named owner accountable for results
- Success metrics defined before you build, with a measurable baseline
- Realistic budget covering build, run and change-management — not just the model
2. Use-case selection
- Started with a high-value, well-bounded use case (not the riskiest one)
- Assessed feasibility vs. impact — and picked something you can ship in weeks
- Confirmed a human-in-the-loop path for anything consequential
- Defined what "good enough" output looks like for this use case
3. Data readiness
- Identified the data the solution needs and confirmed you can access it
- Checked data quality, freshness and ownership
- Classified sensitive data and decided what may never leave your boundary
- A plan for retrieval (RAG) or fine-tuning if the model needs your knowledge
4. Security & responsible AI
- Secrets, keys and PII handling reviewed (OWASP-aligned practices)
- Guardrails against prompt injection, data leakage and harmful output
- Clear policy on which tools and models are approved for which data
- Bias, fairness and transparency considered for user-facing decisions
5. Governance & operations
- Logging and observability so you can see what the AI did and why
- An evaluation harness to catch regressions before users do
- Cost monitoring and rate controls in place
- A rollback plan and clear incident ownership
6. Team enablement
- The people who'll use the solution were involved early
- Role-based upskilling — leaders, engineers and end users each get what they need
- A prompt/playbook library so good practice spreads
- A feedback loop so the solution improves with real usage
Want the printable PDF — and help applying it?
Grab the one-page checklist from the homepage, or book a free discovery call and we'll pressure-test your AI roadmap together.
Get the checklist & talk →