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Onboarding AI

    It would be great if you could answer all the questions. They give us valuable context to recommend the best AI strategy and next steps for your organization. But all questions are optional, feel free to skip some of them. Short answers are OK, but you can include long explanations if you think they are useful. Thanks for your collaboration!

    CURRENT AI USE

    1. Which AI tools are you already using in your organization?

    Please mention if you are using paid plans or just free versions.

    2. What has been your experience with AI so far?

    What has worked well? What has not worked well? What feels confusing, disappointing, or frustrating?

    3. Do you already have any internal rules or policies about AI use?

    PRIORITIES & USE CASES

    4. What are your top goals for this AI consulting project?

    Please give a 1-10 priority score for each goal, where 10 is the highest priority.

    5. What are the main tasks where you think AI could be most useful for your organization?

    Examples: drafting content, summarizing meetings, research, donor communications, proposal support, internal search, chatbot support, reporting, translations, data organization, etc.

    6. Are there any tasks where you do NOT want AI to be used at all?

    For example: sensitive communications, beneficiary support, final approvals, legal/compliance work, HR matters, etc.

    7. What type of support would be most useful for you?

    For example: strategy, training, use-case identification, workflow design, tool selection, implementation support, policy guidance, or a mix.

    8. How will you define success?

    What specific outcomes would make this investment worthwhile after 3 months?

    ORGANIZATION INFO

    9. What tools are most important in your current work?

    Examples: Google Workspace, Microsoft 365, Slack, Notion, Airtable, Salesforce, HubSpot, WordPress, CRMs, etc.

    10. Do you have a knowledge base or specific documents that AI could work with?

    For example: templates, reports, guides, FAQs, data, internal documentation.

    11. How ready is your team to adopt AI right now?

    For example: very ready, somewhat interested but inexperienced, skeptical, too busy, mixed levels of confidence, etc.

    12. Are there any restrictions, sensitivities, or risks we should know about before making recommendations?

    For example: privacy concerns, confidential data, ethical boundaries, safeguarding, board concerns, funder expectations, legal/compliance issues, or internal policies.

    CONTACTS

    13. Who is the primary contact for this project?

    Please include name, role, and email if possible.

    14. Who else should be involved in key decisions for this project?

    This could include leadership, IT, operations, communications, data/privacy, or program staff.

    15. Who are the emergency or backup contacts?

    In case the primary contact is not available, leaves the organization, or other issues arise.