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AI Adoption Diagnostic (Facilitator App) Learning Guide

A guide to understanding, setting up, and running your first AI readiness assessment.

What is the AI Adoption Diagnostic?

The AI Adoption Diagnostic is a research-backed assessment tool that helps organizations understand how ready they are to adopt artificial intelligence. Based on research with over 1,100 professionals, it identifies the patterns that distinguish successful AI implementations from those that struggle.

The AI Adoption Diagnostic Facilitator App enables a facilitator to guide participants through the assessment on their mobile devices. Responses are combined and displayed in real time to support collaborative discussions that help organizations identify their readiness for AI adoption.

Key Insight: Research shows that 60% of AI implementation challenges are rooted in human factors—trust, skill gaps, lack of clarity, and resistance to change. Only 10% of challenges are purely technical. This diagnostic helps you understand where your people stand and what to do about it.

The Five Critical Dimensions to AI Adoption

The diagnostic evaluates readiness across five critical dimensions, each containing four specific factors (20 factors total):

Dimensions

What It Measures

Leadership & Bold AI Vision

Executive commitment, strategic communication, balanced roadmaps, and leadership participation

Change Management Excellence

Structured change approach, adaptive implementation, experimentation culture, and training effectiveness

Transparency & Trust

Decision-making openness, responsible use guidance, responsiveness to concerns, and shared trust levels

Organizational Capabilities

Democratized AI skills, internal expertise, KPI integration, and best practice sharing

Cross-Cutting Challenges

Positive AI mindset, reliable data quality, low resistance to change, and role-specific tailoring

Assessment Approach

The AI Adoption Diagnostic Facilitator App offers two ways to collect responses:

  1. Quick Interactive Assessment

    • Fast, card-based interface (~5–10 minutes)

    • Participants classify each factor as Strength, Opportunity, or Mixed

    • Optional timer for facilitated sessions

    • Best for: Large groups, live workshops, quick pulse checks

  2. Full Detailed Assessment

    • Comprehensive survey format (~15–20 minutes)

    • 5-point scale from Strongly Disagree to Strongly Agree

    • Provides more granular scoring and maturity levels

    • Best for: Smaller teams, deeper analysis, baseline measurements


Who Is This For?

Facilitators (Change practitioners, AI leads, consultants)

  • Create and manage assessment sessions

  • Share access codes with participants

  • Analyze results and generate reports

  • Guide discussions based on findings

Participants (Anyone in the organization)

  • Complete the assessment via shared access code

  • View their personal results

  • No account required—just the access code


When to Use It

Scenario

How It Helps

Before launching an AI initiative

Identify readiness gaps and tailor your approach

Early signs of low adoption

Diagnose root causes—is it trust? Skills? Leadership?

Retrospective on an AI rollout

Capture lessons learned and identify what worked

Planning for broader AI integration

Understand where additional support is needed

Comparing readiness across groups

Surface differences between departments or regions

Building an AI-ready culture

Assess whether the environment supports experimentation and learning


Setting Up Your First Assessment

Step 1: Access the Dashboard

Log in to the application. You’ll land on the Assessments Session Dashboard, which shows all your assessment sessions and details.

Step 2: Create a New Session

Click [Create New Session] to set up a new assessment. Each session generates a unique access code that participants will use to join.

Assessment Session Details:

  • Session Name — Give it a descriptive name (e.g., “Q1 Marketing Team AI Readiness”).

  • Project — Choose from an existing project* or choose to create a new project and add project name.

  • Assessment Type — Choose Quick/Simple (Interactive) or Expanded/Detailed (Full Assessment)

    • Timer Settings for Quick/Simple format — Enable a countdown timer for paced sessions. Set the duration (in seconds) and a default action (Strength or Opportunity) if time runs out on a factor.

  • Expiration Date — When the session will stop accepting responses

  • Demographic Slicers — These demographic questions will be asked to all assessment participants. You can customize the questions and their options.

  • Active — Show the session as active or inactive.

*If you have projects in Proxima they will show in the drop down option. However, there is no direct integration with Proxima and the AI Adoption Diagnostic Facilitation App. Choosing the "Create New Project" will not create a new project in Proxima.

Step 3: Share the Access Code

After creating the session, you’ll see a unique access code and a QR code. Share either with your participants:

  • Display the QR code on screen for in-room sessions — participants scan it with their phone camera

  • Copy the shareable link to distribute via email, chat, or calendar invites

  • Share the access code directly for participants to enter on the page


Collecting Assessment Responses

The Participant Experience

Participants don’t need an account. They simply:

  1. Scan the QR Code and enter the assessment code provided

  2. Complete the "About You"

    • Personal Identifier — This can be their name, team name, or anonymous ID

    • Answer demographic questions — Based on your configured slicers

  3. Complete the assessment — Either swipeable cards (Quick) or tabbed survey (Detailed)

  4. View their results — Personal radar chart and summary

Quick/Simple Assessment

For sessions using the Quick/Simple assessment, each diagnostic statement appears as a card. Participants assess each statement by:

  • Swiping right (or clicking the thumbs-up button) to mark it as a Strength

  • Swiping left (or clicking the thumbs-down button) to mark it as an Opportunity

A progress indicator shows how many statements remain. If a timer is enabled, a visual countdown bar appears on each card.

Expanded/Detailed Assessment

For sessions using the Expanded/Detailed assessment, readiness statements are organized in expandable accordion sections by dimensions. Each statement has five rating options:

Responses save automatically as they are answered — no submit button needed. Participants can:

  • Navigate between contributors freely without losing progress

  • Close the browser and return later within the session window — your progress is preserved

  • Pause and resume at any time using the same access code and identifier

Completing the Assessment

After responding to all statements, the assessment automatically moves to the Assessment Results view. Participants see their individual results immediately and can toggle between their own responses and the aggregate group view.

Monitoring Progress

As facilitator, you can monitor responses in real-time:

  • See how many participants have completed the assessment

  • View raw response data as it comes in

  • Participants can resume if interrupted (their progress is saved)


Understanding Your Results

Facilitator Report Overview

As a facilitator, open the Report view for any session to see aggregated results across all participants. You can switch between viewing All Respondents Combined (averaged scores) or any individual participant’s responses.

Report Sections

Response Distribution Analysis

A detailed grid showing average scores for each of the five dimensions. Color coding quickly identifies areas needing attention.

AI Adoption Readiness Overview Visual

Shows overall readiness across each of the five dimensions at a glance. The shape reveals where your organization is strong and where gaps exist.

Detailed Results by Dimension

A detailed breakdown of each statement by dimension, showing the average scores for each, as well as the response distribution by rating.

Heat Map by Demographics

Breaks down results by the demographic groups you configured. This reveals whether readiness varies across departments, levels, or regions.


Taking Action on Results

Debriefing Results

Once data has been collected, the next step is to translate raw responses into insight. This analysis phase is where the diagnostic begins to generate value - by revealing not just where your organization stands, but why that matters and what it means. Start by:

  • Examining the Dimensions Level

  • Drill Down to Statement-Level Insights

  • Use Demographic Slicers to Surface Trends

Ultimately, analysis is not just about numbers - it’s about narrative. What is the story these results are telling you about your organization’s readiness for AI? Where is energy building? Where is confidence faltering? What will it take to move from awareness to adoption, and from experimentation to impact? Well-executed analysis lays the groundwork for prioritization and planning. For additional guidance on analyzing results, refer to the Applying Prosci's AI Adoption Diagnostic Knowledge Hub.

Adding Facilitator Notes and Agreed Actions

Document your observations and the group’s agreed next steps directly in the report using the Facilitator Notes and Agreed Actions fields. Click Save to preserve these — they become part of the session record.

Optional Actions to Ensure AI Adoption Success

Go deeper into specific dimensions (contributor) and factors to identify actions that will improve adoption success.

Click on the Assessment Session name or select "Actions to Ensure Change Success" from the Actions ellipses:

Select a Dimension (Contributor) and Factor from the dropdowns:

Use the form to create targeted recommendations. Each suggestion includes:

  • Suggestion — The recommended action or improvement to address the selected factor

  • Priority — Low, Medium, High

  • Implementation Difficulty — Easy, Medium, Hard

  • Facilitator Notes — Additional context, coaching guidance, or observations to support implementation

Planning Next Steps

Based on your assessment results, consider:

  • Address critical gaps first — Focus on factors with the lowest scores or highest “Opportunity” counts

  • Leverage strengths — Build on what’s already working; these can be models for other areas

  • Segment your approach — If demographic breakdowns show variation, tailor interventions by group

  • Re-assess periodically — Run the diagnostic again after implementing changes to measure progress


Quick Reference

Facilitator Checklist

☐ Create session with appropriate assessment type

☐ Configure demographic slicers for your organization

☐ Set expiration date if needed

☐ Share access code/QR with participants

☐ Monitor response collection

☐ Review results and add notes

☐ Generate PDF report

☐ Facilitate action planning discussion

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