AI Readiness Assessment & Execution Plan Excel Template – Excel XLSX

BENEFITS OF THIS DOWNLOADABLE EXCEL DOCUMENT

1. Score 48 criteria across six dimensions, with an evidence statement, confidence rating, assessor and source reference behind every score.
2. Convert each gap into an owned plan line with effort, cost, 90-day wave, target date and score points recovered.
3. Connect readiness actions with initiative economics, open AI-governance obligations and a tracker that compares planned progress with actual movement and benefit realisation.

ARTIFICIAL INTELLIGENCE EXCEL DESCRIPTION

AI Readiness Assessment & Execution Plan Excel Template is an Excel template (XLSX) with a supplemental Zip archive file document available for immediate download upon purchase.

# AI Readiness Assessment and Execution Plan: Turn Evidence into an Owned Roadmap in Excel

The board wants a readiness score; finance needs the cost; governance needs evidence; and delivery teams need an owned plan. The AI Readiness Assessment and Execution Plan connects all four in two auditable Excel workbooks, turning 48 scored criteria into prioritised actions, programme economics and tracked movement from baseline to target.

## Three Decisions This Package Helps You Make

1. Establish a reviewable readiness baseline. Score 48 criteria across six dimensions, with an evidence statement, confidence rating, assessor and source reference behind every score.
2. Choose what to close first and what it will cost. Convert each gap into an owned plan line with effort, cost, 90-day wave, target date and score points recovered.
3. Fund and govern an execution portfolio. Connect readiness actions with initiative economics, open AI-governance obligations and a tracker that compares planned progress with actual movement and benefit realisation.

## What's Included

•  `AIR_AI_Readiness_Execution_Plan_Commercial_Edition_v1` – the 18-sheet assessment, gap plan, obligation register and programme-economics workbook.
•  `AIX_AI_Initiative_Execution_Tracker_Commercial_Edition_v1` – the 15-sheet execution, re-assessment and value-realisation companion workbook.
•  `AIR_Implementation_Manual.pdf` – a 63-page illustrated implementation manual covering preparation, scoring, planning, governance, economics, tracking and interpretation.
•  A fully populated worked demo, 480 named ranges, eight charts and a visible master-check framework.

Both Excel workbooks are editable and open with the worked example populated, so the full operating sequence is visible before you replace the demo inputs.

## Capabilities Tied to Decisions

•  Score readiness with evidence. Assess 48 criteria across Strategy & Value, Data, Technology, People, Operating Model, and Governance, Risk & Compliance on a zero-to-four scale.
•  Trace framework references. Review criterion mappings to NIST AI RMF 1.0, ISO/IEC 42001:2023 and the EU AI Act basis documented at the workbook's August 2026 run date. These mappings support structured review; they do not constitute certification or a legal conclusion.
•  Turn gaps into arithmetic. Build an action plan in the same score-point unit as the assessment, so planned gap points reconcile to the difference between the current and target scores.
•  Keep governance actions in the delivery plan. Use a 12-question EU AI Act deployer register that pushes each recorded open obligation into the plan regardless of its score rank.
•  Price the programme and its initiatives. Review programme investment, initiative delivery cost, gross and risk-adjusted benefit, payback, NPV and cost per readiness point.
•  Measure movement after approval. Carry the sealed plan into the companion tracker, record delivery across 12 reporting periods and compare a second assessment with the original baseline.

## How the Model Works

Inputs → Analysis → Controls → Outputs → Decision

| Stage | What happens |
|—-|—-|
| Inputs | Enter criterion scores, evidence, confidence, assessor, weights, targets, obligation status, effort, day rates, initiative economics and reporting actuals. |
| Analysis | Calculate dimension and overall readiness, size the gap, rank plan lines, cost the programme, risk-adjust initiative benefits and compare actual progress with plan. |
| Controls | Test weight totals, plan-to-gap reconciliation, open-obligation coverage, cross-workbook hand-off and formula integrity through named verifications. |
| Outputs | Review the scorecard, gap plan, 90-day waves, obligation register, economics, initiative portfolio, delivery status, second assessment and value realisation. |
| Decision | Set a supportable target, approve priorities and investment, assign owners, escalate missing evidence and revise initiatives whose value is not materialising. |

## Worked Demo: What You See on Opening

The demo represents Bellamare Logistics Group, a European third-party logistics operator with 2,400 employees and EUR 418 million of revenue, assessed on 27 August 2026.

| Evidence from the demo | Result |
|—-|—-:|
| Current readiness score | 47.19 / 100 |
| Twelve-month target score | 77.03 / 100 |
| Gap to target | 29.84 points |
| Execution plan | 33 lines / 413 FTE-days |
| Readiness programme cost | EUR 640,260 |
| Open obligations recorded and carried into the plan | 6 |
| AI initiatives assessed | 7 |
| Gross annual initiative value | EUR 3,120,000 |
| Risk-adjusted annual value | EUR 2,360,875 |
| Total investment | EUR 1,890,260 |
| Payback / 36-month NPV at 11% | 12 months / EUR 3,801,243 |
| Cost per readiness point | EUR 21,454 |

At the December demo review, the score has moved to 52.34, a 5.16-point gain. Three of 33 plan lines are complete, one is overdue and realised benefit stands at 80.5% of the amount scheduled for the elapsed periods. The tracker therefore shows both delivery and whether completed work produced the expected movement.

## Built for Trust

•  Built to FAST modelling standard 02c and the publisher's house rules.
•  No macros, volatile functions, external links or hidden sheets.
•  480 named ranges, eight charts and 81 named verifications across the two workbooks.
•  Separate checks confirm that weights total 100%, plan points equal the score gap and every recorded open obligation has a plan line.
•  Thirteen checks reconcile the assessment export with the tracker, including weights, targets, 33 lines, 413 days and EUR 640,260.
•  Every input carries a unit, source and status; evidence confidence and assessor fields make the basis of each score reviewable.
•  The run date is frozen and framework mappings are dated, making their currency visible rather than implied.
•  Data remains in the local Excel files; inputs are unprotected for review and adaptation.

## Who It Is For

•  CIOs, CDOs and transformation leaders moving from AI pilots to an owned programme.
•  CFOs and investment committees reviewing AI cost, value, payback and portfolio risk.
•  Governance, risk, compliance and legal teams organising evidence and scoping questions for specialist review.
•  Internal programme offices and advisers coordinating assessment, action planning and value realisation.

Typical uses include establishing an evidence-backed baseline, setting a 12-month target, prioritising 90-day actions, recording potential deployer obligations, comparing initiative economics and tracking movement at governance reviews.

## Honest Limitations

•  This is not legal advice, a conformity assessment or a certification tool. Confirm regulatory duties and legal interpretations with qualified counsel.
•  It does not audit AI systems, inspect vendor documentation, test models, assess bias, conduct red-teaming or verify the evidence users enter.
•  NIST, ISO and EU AI Act references are versioned to the workbook's August 2026 run date and should be checked against current official sources before use.
•  Benefit figures are user assumptions rather than a forecast; the demo's realisation haircut is editable and does not guarantee an outcome.
•  It does not connect to an API, model platform, document repository or telemetry source. Data is entered in the workbooks and remains local.
•  The supplied ranges support 48 criteria, 36 plan lines, 12 initiatives and 12 reporting periods. Larger programmes require range extension and renewed control testing.

## Frequently Asked Questions

### 1. Does this provide an AI readiness score and an execution plan?

Yes. The first workbook calculates the current and target scores, converts gaps into owned plan lines and costs the programme. The companion workbook tracks delivery, a second assessment and value realisation.

### 2. Does it certify ISO/IEC 42001 or NIST AI RMF conformity?

No. It is a management assessment and evidence-tracking tool. It neither certifies an organisation nor replaces an accredited audit or specialist conformity assessment.

### 3. Is the EU AI Act register a legal-compliance determination?

No. It is a 12-question scoping and evidence register based on the framework position recorded at the workbook's run date. Users should confirm their current obligations and classification with qualified counsel.

### 4. Can I change the criteria weights and targets?

Yes. Dimension weights, criterion shares, targets, costs and other assumptions are editable. Weight-sum checks and plan-reconciliation controls help expose inconsistent changes.

### 5. What evidence can I record behind a score?

Each criterion includes fields for the evidence statement, confidence rating and named assessor, together with a source reference. The workbook records the basis; it does not independently verify it.

### 6. Does it connect to my AI platforms or governance systems?

No. There is no API, add-in or telemetry connection. This keeps the files portable and local but means evidence, progress and actuals must be entered by the user.

### 7. Which versions of Excel are supported, and is a demo included?

The package is designed for Microsoft Excel 2019 and Microsoft 365 desktop. Both workbooks open with the Bellamare demo populated, and the illustrated manual explains the complete workflow.

## Move from AI Opinions to an Evidence-Backed Programme

Choose the ExpertPro Decision Tools AI Readiness package when you need one traceable line from assessment evidence to priorities, investment, owners, delivery and measured movement.

Source: Best Practices in Artificial Intelligence Excel: AI Readiness Assessment & Execution Plan Excel Template Excel (XLSX) Spreadsheet, ExpertPro Consulting