Quarterly intake template
A short, structured form each person completes before the check-in: goals, skills, services improved, evidence of changed work, and a self-rating.
Quarterly AI maturity review
See where AI has changed the work, and where to go next.
A repeatable quarterly routine that captures evidence of changed work, places each person on a four-level AI maturity model, and builds a clear path to L4: AI-Native / AI Operating System. Built for performance reviews, career conversations and team roll-ups.
What's included
Everything a manager needs for the quarterly check-in
The full toolkit is a paid offering, included with the service. This page shows what it contains so you can judge the fit before you start.
Evidence rubric and scorer
Five dimensions scored from 1 to 4 so a level is backed by evidence, not by how many tools someone has tried.
Review prompt builder
Turns intake notes into a draft review, a path to the next level and slide-ready content. A manager reviews and edits before use.
Slide and status templates
A one-pager per person and a team status update, ready for performance conversations and leadership roll-ups.
Evidence guide and checklist
Examples of strong and weak evidence, plus a manager checklist so reviews stay consistent across teams.
Organization benchmark
Where organizations sit on deployment and governance, cross-referenced with published maturity models, so individual levels connect to the bigger picture.
How it works
Five steps, about one check-in per person each quarter
- Send intakeShare the quarterly template before the check-in.
- Collect evidenceChanged work, tools, skills, services improved and a self-rating.
- Score itValidate the level against evidence with the rubric.
- Generate notesDraft review notes, a path to L4 and slide content.
- Review and editCheck the draft before it is used in a conversation or leadership update.
The model in brief
Four levels, one direction
Levels describe how work has changed, not how many tools someone has tried. The complete model, with evidence for each level, the rubric and an organization benchmark, is inside the client toolkit.
L1
AI-Assisted
Uses AI to support individual tasks, with responsible habits.
L2
AI-Enabled
Uses AI consistently and can show gains in speed, quality or output.
L3
AI-Integrated
Redesigns repeatable workflows with AI and helps others adopt them.
L4
AI-Native / AI Operating System
AI is embedded in how work is planned, run and measured.
Example outputs
What a finished review can look like
Illustrative examples only. They use roles instead of people, and the content is invented to show the format.
Illustrative example
One-pager · Customer Success Manager
Current L2 · AI-Enabled Target L4
Uses AI consistently for account preparation and follow-ups, with before-and-after examples. The next focus is to turn the preparation prompt into a documented workflow the wider team can reuse.
- Personal performance goals
- Clearer customer updates, more consistent follow-up.
- Skills development
- Prompt design, summarizing customer data.
- Services optimization
- Renewal preparation moved from ad hoc notes to a repeatable checklist.
- Evidence of changed work
- Before: manual notes per account. After: a shared prompt and template. Impact: to be measured next quarter.
- Path to L4
- Document it, measure it, enable two peers, embed it in the renewal routine.
Illustrative example
Team roll-up · Customer-facing team
Current team placement: mostly L2, with early L3 behavior in one role.
| Role | Level | Next step |
|---|---|---|
| Solutions Consultant | L3 | Measure impact of the demo-prep workflow |
| Customer Success Manager | L2 | Document the account-prep workflow |
| Customer Success Manager | L2 | Share prompts with the team |
| Implementation Specialist | L3 | Standardize the onboarding checklist |
| Support Specialist | L2 | Add before-and-after examples |
| Program Coordinator | L1 | Complete foundational learning |
Executive sentence: The team uses a shared AI maturity model to run quarterly development reviews and scale documented, measurable AI-enabled workflows toward L4.
Access
A paid offering, included with the service
1
Get in touch
Tell us about your team and how you run performance and career conversations.
2
Receive your access
We send you a password for your organization. The toolkit page asks for it when you open it.
3
Run your first quarter
Use the intake, rubric, prompt builder and templates right away.
Already a client?
Open the toolkit and enter the password you received. Want to see whether it fits? Reach out and we will walk through it with you.