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AI Implementation Checklist
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AI Implementation Checklist

This self-assessment checklist is intended to provide you and your team with a set of questions to consider when beginning your AI journey to implement AI in your service offerings and support. 

Real-world AI rollouts can be messy—legacy systems, tight budgets, and human resistance can derail even the best plans. This checklist is designed to navigate these challenges, ensuring tactical execution aligns with business realities.

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Linking Strategy to Planning and Budgeting

By Robert S. Kaplan & David P. Norton

How can traditional budgeting practices be made more responsive to a company’s rapidly changing needs? Don’t just focus on the operational budget — pay attention to the strategy budget as well, because that’s

what finances the initiatives that facilitate company growth. And don’t fall into the trap of thinking that initiatives are ends in themselves. Rather, initiatives are the means by which a company accomplishes its strategic objectives.

"With ESM, we can focus on strategic decisions and don't get bogged down by the process."
Sunflower Electric Logo 2025
Cory Betz
Manager, Strategic Projects

Leading organizations trust ESM

Utility - United Energy LOGO - UAMS Retail-Mftg - Ultiview-2 Healthcare - Adventist Healthcare Healthcare - Billings Clinic

Bridge the gap between strategy and execution with ESM's all-in-one business strategy and performance management software

 
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ESM Fast Track®

Whether you struggle with accountability, unclear priorities, or a lack of alignment, ESM can help.

Through a series of structured workshops and focused assignment, we engage your leadership team to develop a comprehensive approach to monitoring and adapting strategy. In just six to eight weeks, you will develop a Strategy Map, objective statements, key performance indicators, initiatives, and first report documents.

ESM Consulting Services

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