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AI Investment Governance Assessment

AI Investment Governance Assessment — Free Assessment

Assessment Form

Contact Name(Required)

First Last

Company Name(Required)

Contact Email(Required)

AI Spend Visibility

Does the CFO have a complete, accurate view of total AI investment — including cloud AI, foundation model APIs, AI SaaS, AI talent, and internal AI development costs?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is AI spend categorised by type and business unit to enable portfolio-level analysis?(Required)

Not at all

Basic / Partial

Mostly

Fully

AI ROI Discipline

Are ROI targets and business value hypotheses defined for AI investments before approval?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are post-deployment reviews conducted to measure actual versus projected AI ROI?(Required)

Not at all

Basic / Partial

Mostly

Fully

AI Budget Governance

Is there a defined AI budget approval process — including spend thresholds, approval authorities, and exception handling?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is AI spend tracked against budget monthly with variance reporting to the CFO?(Required)

Not at all

Basic / Partial

Mostly

Fully

AI Financial Risk Management

Is there an AI financial risk register covering cost runaway, vendor lock-in cost, regulatory fine exposure, and reputational damage?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are AI financial risks quantified — with probability-weighted exposure ranges?(Required)

Not at all

Basic / Partial

Mostly

Fully

AI Cost Trajectory Governance

Is AI cost trajectory — month-on-month and year-on-year growth rates — tracked by the CFO?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are AI cost forecasts produced quarterly covering the next 4 quarters under base and upside scenarios?(Required)

Not at all

Basic / Partial

Mostly

Fully

AI Vendor Commercial Management

Are AI vendor renewals managed proactively — initiated 90-120 days before expiry with utilisation data prepared?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are AI vendor pricing benchmarks maintained — are current rates competitive versus market alternatives?(Required)

Not at all

Basic / Partial

Mostly

Fully

AI Investment Portfolio Management

Is AI investment managed as a portfolio with explicit allocation across strategic, efficiency, and experimental categories?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is the AI investment portfolio prioritised — are the highest-ROI opportunities receiving proportionately more investment?(Required)

Not at all

Basic / Partial

Mostly

Fully

AI Compliance Cost Planning

Are AI regulatory compliance costs identified — EU AI Act, sector-specific regulations, data privacy — and budgeted?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is there a compliance cost roadmap covering the next 2 years of planned regulatory compliance investment?(Required)

Not at all

Basic / Partial

Mostly

Fully

AI Talent Investment Governance

Is AI talent investment — hiring, training, and certifications — budgeted as a distinct line item?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are AI talent investment outcomes measured — does investment in AI training produce measurable capability improvement?(Required)

Not at all

Basic / Partial

Mostly

Fully

AI Financial Board Reporting

Is AI financial performance reported to the board at least quarterly?(Required)

Not at all

Basic / Partial

Mostly

Fully

Does AI board reporting link investment to business value delivered — not just spend and budget variance?(Required)

Not at all

Basic / Partial

Mostly

Fully

AI Investment Benchmarking

Is AI investment benchmarked against industry peers at least annually?(Required)

Not at all

Basic / Partial

Mostly

Fully

Is AI investment tracked as a percentage of revenue and IT spend — the two standard benchmarking denominators?(Required)

Not at all

Basic / Partial

Mostly

Fully

AI Value Realisation Tracking

Is AI business value tracked against the investment case from approval through to steady state?(Required)

Not at all

Basic / Partial

Mostly

Fully

Are value realisation milestones defined at investment approval and reviewed at regular intervals?(Required)

Not at all

Basic / Partial

Mostly

Fully