AI Partnering Maturity Assessment This self-assessment evaluates your organization's maturity across six dimensions of AI use in partner-focused workflows. Please rate each statement on a scale of 1 to 5 based on how accurately it reflects your current state: 1 = Not at all true 2 = Rarely true 3 = Sometimes true 4 = Mostly true 5 = Consistently true Question Title * 1. AI Awareness & Literacy 1 Not at all true 2 Rarely true 3 Sometimes true 4 Mostly true 5 Consistently true Our team understands the fundamentals of generative AI and its relevance to partner operations. Our team understands the fundamentals of generative AI and its relevance to partner operations. 1 Not at all true Our team understands the fundamentals of generative AI and its relevance to partner operations. 2 Rarely true Our team understands the fundamentals of generative AI and its relevance to partner operations. 3 Sometimes true Our team understands the fundamentals of generative AI and its relevance to partner operations. 4 Mostly true Our team understands the fundamentals of generative AI and its relevance to partner operations. 5 Consistently true We are confident in how to explain the value and limitations of Gen AI to partners or internal stakeholders. We are confident in how to explain the value and limitations of Gen AI to partners or internal stakeholders. 1 Not at all true We are confident in how to explain the value and limitations of Gen AI to partners or internal stakeholders. 2 Rarely true We are confident in how to explain the value and limitations of Gen AI to partners or internal stakeholders. 3 Sometimes true We are confident in how to explain the value and limitations of Gen AI to partners or internal stakeholders. 4 Mostly true We are confident in how to explain the value and limitations of Gen AI to partners or internal stakeholders. 5 Consistently true Question Title * 2. Prompting Proficiency 1 Not at all true 2 Rarely true 3 Sometimes true 4 Mostly true 5 Consistently true We know how to write effective prompts for partner-related tasks (e.g., QBRs, messaging, onboarding). We know how to write effective prompts for partner-related tasks (e.g., QBRs, messaging, onboarding). 1 Not at all true We know how to write effective prompts for partner-related tasks (e.g., QBRs, messaging, onboarding). 2 Rarely true We know how to write effective prompts for partner-related tasks (e.g., QBRs, messaging, onboarding). 3 Sometimes true We know how to write effective prompts for partner-related tasks (e.g., QBRs, messaging, onboarding). 4 Mostly true We know how to write effective prompts for partner-related tasks (e.g., QBRs, messaging, onboarding). 5 Consistently true Our team consistently uses prompting frameworks or best practices to get high-quality output from AI tools. Our team consistently uses prompting frameworks or best practices to get high-quality output from AI tools. 1 Not at all true Our team consistently uses prompting frameworks or best practices to get high-quality output from AI tools. 2 Rarely true Our team consistently uses prompting frameworks or best practices to get high-quality output from AI tools. 3 Sometimes true Our team consistently uses prompting frameworks or best practices to get high-quality output from AI tools. 4 Mostly true Our team consistently uses prompting frameworks or best practices to get high-quality output from AI tools. 5 Consistently true Question Title * 3. Workflow Integration 1 Not at all true 2 Rarely true 3 Sometimes true 4 Mostly true 5 Consistently true AI tools are embedded into our CRM, PRM, or partner-facing platforms—not just used manually. AI tools are embedded into our CRM, PRM, or partner-facing platforms—not just used manually. 1 Not at all true AI tools are embedded into our CRM, PRM, or partner-facing platforms—not just used manually. 2 Rarely true AI tools are embedded into our CRM, PRM, or partner-facing platforms—not just used manually. 3 Sometimes true AI tools are embedded into our CRM, PRM, or partner-facing platforms—not just used manually. 4 Mostly true AI tools are embedded into our CRM, PRM, or partner-facing platforms—not just used manually. 5 Consistently true AI tools are context-aware and proactively support partner workflows—not just reactive assistants. AI tools are context-aware and proactively support partner workflows—not just reactive assistants. 1 Not at all true AI tools are context-aware and proactively support partner workflows—not just reactive assistants. 2 Rarely true AI tools are context-aware and proactively support partner workflows—not just reactive assistants. 3 Sometimes true AI tools are context-aware and proactively support partner workflows—not just reactive assistants. 4 Mostly true AI tools are context-aware and proactively support partner workflows—not just reactive assistants. 5 Consistently true Question Title * 4. Use Case Coverage 1 Not at all true 2 Rarely true 3 Sometimes true 4 Mostly true 5 Consistently true We use AI to support multiple partner workflows (e.g., onboarding, enablement, co-selling, reporting). We use AI to support multiple partner workflows (e.g., onboarding, enablement, co-selling, reporting). 1 Not at all true We use AI to support multiple partner workflows (e.g., onboarding, enablement, co-selling, reporting). 2 Rarely true We use AI to support multiple partner workflows (e.g., onboarding, enablement, co-selling, reporting). 3 Sometimes true We use AI to support multiple partner workflows (e.g., onboarding, enablement, co-selling, reporting). 4 Mostly true We use AI to support multiple partner workflows (e.g., onboarding, enablement, co-selling, reporting). 5 Consistently true We’ve mapped where AI can be used across our partner lifecycle and prioritized use cases. We’ve mapped where AI can be used across our partner lifecycle and prioritized use cases. 1 Not at all true We’ve mapped where AI can be used across our partner lifecycle and prioritized use cases. 2 Rarely true We’ve mapped where AI can be used across our partner lifecycle and prioritized use cases. 3 Sometimes true We’ve mapped where AI can be used across our partner lifecycle and prioritized use cases. 4 Mostly true We’ve mapped where AI can be used across our partner lifecycle and prioritized use cases. 5 Consistently true Question Title * 5. Governance & Oversight 1 Not at all true 2 Rarely true 3 Sometimes true 4 Mostly true 5 Consistently true We have clear governance or policy guidelines for how Gen AI is used in partner operations. We have clear governance or policy guidelines for how Gen AI is used in partner operations. 1 Not at all true We have clear governance or policy guidelines for how Gen AI is used in partner operations. 2 Rarely true We have clear governance or policy guidelines for how Gen AI is used in partner operations. 3 Sometimes true We have clear governance or policy guidelines for how Gen AI is used in partner operations. 4 Mostly true We have clear governance or policy guidelines for how Gen AI is used in partner operations. 5 Consistently true Question Title * 6. Measurement & ROI 1 Not at all true 2 Rarely true 3 Sometimes true 4 Mostly true 5 Consistently true We track metrics like time savings, partner engagement, or revenue lift tied to AI-powered efforts. We track metrics like time savings, partner engagement, or revenue lift tied to AI-powered efforts. 1 Not at all true We track metrics like time savings, partner engagement, or revenue lift tied to AI-powered efforts. 2 Rarely true We track metrics like time savings, partner engagement, or revenue lift tied to AI-powered efforts. 3 Sometimes true We track metrics like time savings, partner engagement, or revenue lift tied to AI-powered efforts. 4 Mostly true We track metrics like time savings, partner engagement, or revenue lift tied to AI-powered efforts. 5 Consistently true Question Title * 7. Name Question Title * 8. Email Question Title * 9. Company Done
