AI investment appraisal: Readiness and capability assessment

Readiness and capability assessment for AI investment appraisal. It provides an eight-dimension anchored rubric, gate rules, a gap register linked to business-case adjustments, a scoring calibration procedure, and a synthetic worked example with a failure case.

Asset IDSTX-A0102

CategoryMaturity Diagnostics

TierRead and Download

Prepared byStratenity Advisory Team

Executive summary

A readiness and capability diagnostic for AI investment appraisal. It tests whether a proposed AI investment can realistically deliver its claimed economics, and turns each capability gap into an explicit, priced adjustment to the business case before approval.

What is inside

What this diagnostic covers

An anchored multi-dimension scoring rubric with weights and gate rules, standard formulas for workload-based AI economics, and a gap register that links each gap to a business-case adjustment. It also includes a scoring calibration procedure for assessors, tables for execution, governance and benefits measurement, a fully worked synthetic example with a failure case and alternate scenario, and editable tools with a review record.

Purpose and decision
Context and applicability
Inputs and evidence
Definitions and assumptions
Method and analytical logic
Current-state assessment
Options and business case
Recommended design
Execution and activation
Governance and risk
Measurement and benefits
Worked example and practice
Working tools and references

How to use it

How to use this diagnostic

Start once a specific AI proposal has a defined unit of work, a sponsor and draft cost estimates. Gather dated evidence, have two independent assessors score the rubric, and calibrate their interpretations together. Then restate the business case through the gap register and take it to the approval gate. Reassess at each funding stage and whenever scope, vendor, data or regulation changes.

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Stratenity Advisory Team. (2026). AI investment appraisal: Readiness and capability assessment. Stratenity Library. https://www.stratenity.com/resources/library/maturity-diagnostics/ai-investment-appraisal-readiness-and-capability-assessment

Stratenity Advisory Team. "AI investment appraisal: Readiness and capability assessment." Stratenity Library, 2026, www.stratenity.com/resources/library/maturity-diagnostics/ai-investment-appraisal-readiness-and-capability-assessment.

Stratenity Advisory Team. "AI investment appraisal: Readiness and capability assessment." Stratenity Library, 2026. https://www.stratenity.com/resources/library/maturity-diagnostics/ai-investment-appraisal-readiness-and-capability-assessment.

Stratenity Advisory Team (2026) AI investment appraisal: Readiness and capability assessment. Stratenity Library. Available at: https://www.stratenity.com/resources/library/maturity-diagnostics/ai-investment-appraisal-readiness-and-capability-assessment (Accessed: the date of access).

@misc{stratenity_stxa0102, author = {{Stratenity Advisory Team}}, title = {AI investment appraisal: Readiness and capability assessment}, year = {2026}, publisher = {Stratenity Library}, howpublished = {\url{https://www.stratenity.com/resources/library/maturity-diagnostics/ai-investment-appraisal-readiness-and-capability-assessment}}, note = {Asset ID STX-A0102} }

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AI investment appraisal: Readiness and capability assessment

What this diagnostic covers

This is a taste. The full library goes deeper.

Stratenity is the AI Operating System for Strategic Execution™.

Stratenity is the AI Operating System for Strategic Execution^™.