Workplace AI Enablement PlaybookAssess

AI Literacy & Readiness Survey

Establish where the organization actually is before prescribing training, buying more tools, or selecting pilots — and distinguish literacy, adoption, and readiness, because the intervention differs in each case.

04
Use whenBefore prescribing training, buying more tools, or selecting pilots — fielded to the whole organization.
OutputA fielded survey and raw response set, segmentable by department and role.
1

Three constructs — do not conflate them

LiteracyWhat people understand about AI, its limitations, and responsible use.
AdoptionHow people are currently using AI in real work.
ReadinessWhether tools, policies, leadership, workflows, and support make productive use possible.
An organization can score high on one and low on the others — and the intervention differs in each case.
2

Seven dimensions to measure

Available AI capabilities and common limitations.
Tools, frequency, tasks; approved or informal.
Apply AI to workflows, evaluate outputs, keep oversight.
Privacy, confidential data, IP, bias, accuracy, escalation.
Comfort experimenting; fear of displacement or surveillance.
Approved tools, data access, policies, manager encouragement.
Repetitive tasks, bottlenecks, burdens AI might improve.
Cover all seven. Supplement the survey with departmental interviews or focus groups.
3

Sample scaled items — five-point agreement scale

#
Item
1
2
3
4
5
1
I understand what generative AI can and cannot do.
○
○
○
○
○
2
I know which AI tools I am permitted to use at work.
○
○
○
○
○
3
I know what organizational information I may enter into an AI system.
○
○
○
○
○
4
I can identify tasks in my role where AI may be useful.
○
○
○
○
○
5
I feel capable of reviewing AI output for errors or unsupported claims.
○
○
○
○
○
6
I currently use AI for work at least once per week.
○
○
○
○
○
7
My manager encourages responsible experimentation with AI.
○
○
○
○
○
8
I know where to go when I have an AI-related question.
○
○
○
○
○
9
I am concerned that using AI may negatively affect how my work is evaluated.
○
○
○
○
○
10
I have repetitive or time-consuming tasks that may benefit from AI assistance.
○
○
○
○
○
1 = strongly disagree · 3 = neutral · 5 = strongly agree
Workplace AI Enablement PlaybookAssess

AI Literacy & Readiness Survey

Continued — open-ended items, scenario items that measure judgment rather than confidence, the trust commitments that make honest answers safe, and the fielding plan.

04
4

Open-ended items

Which tasks consume disproportionate time?
Where do handoffs or approvals create delays?
What AI tools are you already using?
What concerns prevent you from using AI?
What would help you feel capable and confident?
What is one workflow you would nominate for exploration?
5

Scenario items — measure judgment, not confidence

Scenario 1. An employee wants to paste a confidential client document into a publicly available AI assistant to summarize it faster. What should they do?
Scenario 2 — write one drawn from your organization's own work.
Correct response, and why:
Correct response, and why:
Self-assessed confidence and actual judgment routinely diverge — include at least two scenario items.
6

Protect employee trust

Trust commitments — stated on the instrument, delivered personally by the sponsor
Without these protections the data is worthless: employees conceal unofficial use, and answers drift toward what leadership wants to hear.
7

Fielding plan

Field dates Two weeks in the field.
Reminder date One reminder.
Target response rateAbove 60% — below that, segments are too thin to act on.
Trust commitments delivered by The sponsor, personally — not an email signature.
You should now have