Workplace AI Enablement PlaybookInstitutionalize

Capacity Maturity Assessment

The organization has capacity when it can do nine things repeatedly, without outside help. Score them honestly twice a year — a council that has stopped something and survived has demonstrated more institutional maturity than one that has only launched things.

15
Use whenTwice a year, and at each pilot review date when the council runs Gate 4.
OutputWritten scale / revise / stop decisions; a semi-annual capacity maturity assessment.
A

Assessment context

Assessment date
Assessed by
Reported to The sponsor and, where relevant, the board.
1

Nine capabilities, repeatedly, without outside help

Capability
Rating (1–5)
Evidence
Gap & next action
1 · Identify worthwhile opportunities
2 · Evaluate tools and partners
3 · Redesign workflows
4 · Manage risk
5 · Implement pilots
6 · Support employees
7 · Measure results
8 · Scale what works
9 · Stop what does not
The one most organizations cannot do. Sunsetting feels like admitting error, so failed experiments linger, consuming licenses and attention.
⛔ Gate 4 — Scale. The council decides each pilot's fate in writing: scale, revise, or stop. No pilot continues by default.
2

Gate 4 decisions, in writing

Pilot
Decision
Reason
Date
  
  
  
Run the assessment semi-annually and report the result to the sponsor and, where relevant, the board.
You should now have