The most common mistake companies make with AI isn't technical. It's starting a conversation about AI before you've had a clear conversation about your business. Organizations that get real value from AI know what they're trying to accomplish first. They're not asking "where can we use AI?" They're asking "where do we need to improve, and could AI help?" The sequence matters.
This worksheet starts with your business priorities. It helps you clarify tangible goals by working through five areas where AI tends to create the most value: revenue and growth, cost and efficiency, customer experience, competitive positioning, and operations. For each one, it asks the questions that surface opportunities specific to your organization.
The second half helps you prioritize. You'll score each opportunity by business impact and feasibility and rank your top three. You'll walk away with confidence about which AI project is worth pursuing first.

"We anticipate a 50% time savings for our customer service staff — allowing them to focus on more critical and strategic tasks and scale to meet new business needs more quickly."

Fred White
Co-Founder, Rent Securely
This worksheet is part of Tech 42's free guide: How to Know That Your AI Initiative Will Actually Pay Off