# AI adoption assessment checklist

Prepared by Yalla Labs / PromptLens. Reviewed October 26, 2026.

Use this worksheet to prepare an assessment. Do not include confidential data in a website inquiry.

## Frame the decision
- [ ] Team and workflow:
- [ ] Question to answer:
- [ ] Decision owner:
- [ ] Action this assessment could inform:
- [ ] Reporting period:

## Define access and activity
- [ ] Tools and plans in scope:
- [ ] Team size and licensed population:
- [ ] Definition of an active user for each tool:
- [ ] Repeat-use threshold appropriate for the task:
- [ ] Available exports, gaps, and overlapping users:

Access coverage = licensed people / people in scope.
Active use = people with recorded activity / licensed people in the same period.
Repeat use = active people meeting the threshold / active people.
Always label the denominator and period. Activity does not by itself establish business value.

## Plan data handling
- [ ] Approved data sources and minimum fields:
- [ ] Authorized access and reporting groups:
- [ ] Employee communication and approvals:
- [ ] Retention and deletion arrangements:
- [ ] Confirm no unapproved conversation content or personal data is included:

## Establish a baseline
- [ ] Task and comparable sample:
- [ ] Quality review rubric:
- [ ] Effort measure, including review and verification:
- [ ] Potential confounders such as task difficulty and workload:

## Design the coaching experiment
- [ ] Hypothesis:
- [ ] One workflow change to test:
- [ ] Owner and participants:
- [ ] Comparison sample and review date:
- [ ] Measures and decision rule:
- [ ] Record failures, limitations, and alternative explanations:

## Deliver an actionable assessment
- [ ] Baseline and metric definitions
- [ ] Supported findings and data limitations
- [ ] Prioritized coaching plan
- [ ] Named owners and review dates
- [ ] Continue, adapt, or stop decision

Contact: admin@yallalabsai.com