---
title: Free Strategy-First AI Checklist | Velocity
description: "Is your strategy set before the next technology arrives? A free one-page checklist from Velocity Advisory Group: twelve checks, a score, and what to fix first."
image: https://coaching.velocityadvisorygroup.com/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Strategy_First_AI_Checklist_Social.png
---

[![Velocity Advisory Group](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/00%20Brand%20Assets/Velocity%20Logo%202023%20Wide.png?width=169&height=44&name=Velocity%20Logo%202023%20Wide.png)Velocity Advisory Group](https://www.velocityadvisorygroup.com)

Free one-page checklist

# Is your strategy set before the next technology arrives?

Twelve checks in three areas. Check what is true today, score yourself from 0 to 12, and see what to fix first.

- Twelve checks across Strategy, Use Cases, and Guardrails
- A scoring guide that shows what each band means
- One page to print or share with your team

## Get the free checklist

Strategy-First AI Checklist · 1 page · PDF

Trusted by **800+ organizations** across **25+ industries** since 2009

## Try the first four checks

Section one is Strategy: set direction first. Tick what is already true for your team.

Which of these is already true for your team?

- Named the problem the company exists to solve
- Defined the strategic pillars that get you there
- Aligned the board on strategy before choosing tools
- Can restate the strategy to every stakeholder under pressure

Checked**0** of 4

Be honest: a partial is an unchecked box.

Strategy-First AI Checklist

SECTION ONE

SECTION TWO

SECTION THREE

## What's on the page

### Strategy: Set direction first

Four checks, including: named the problem the company exists to solve.

### Use Cases: Start with known problems

Four checks, including: listed the obstacles teams already work on.

### Guardrails: Experiment within limits

Four checks, including: set spending limits before teams experiment.

### A scoring guide

Zero to four, five to eight, and nine to twelve, with what to do at each level.

[Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/strategy-first-ai-checklist#get-it)

## Results and feedback from Velocity's leadership work

**30% to 8%**employee turnover in one yearBiopharmaceutical company

**+126%**strategic alignment liftBiopharmaceutical company

**95%**retention rate in a construction leadership programVelocity client

> “Now associates understand themselves better, and leaders have new tools to support their teams.”

Chief People and Culture Officer, healthcare products distributor

> “Velocity challenged our team and brought us together in ways that have paid immediate dividends.”

Managing Partner, accounting and advisory firm

## How scoring works

Each check is one point. Ready means 9 to 12 checks and at least 3 in every section. A high total with an empty section is a warning, not a pass.

### 0 to 4: Slow down first

Agree on the problem and pillars before any tool.

### 5 to 8: Close the gaps first

Use your unchecked boxes as the next agenda.

### 9 to 12: Ready to experiment

Invite ideas from teams within your guardrails.

## Pair it with the full guide

The checklist shows where you stand. The guide explains why, and what to do next.

1

### Take the checklist

Check what is true today and add up your score from 0 to 12.

2

### Read the guide

The Hope Practice explains the thinking behind it and gives your team tools to act.

3

### Talk with Velocity

Turn your unchecked boxes into a plan with a Velocity advisor.

### Who this is for

- Leaders whose AI tools are live but usage is flat
- Executives who want strategy set before new technology
- Teams where enthusiasm and worry sit side by side
- Organizations comparing AI tools without a clear goal

## Find out where you stand

Get the one-page checklist and score your team in minutes.

[Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/strategy-first-ai-checklist#get-it)

**800+**organizations led through change

**25+**industries

**2009**building momentum since

© 2026 Velocity Advisory Group.velocityadvisorygroup.com

[Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/strategy-first-ai-checklist#get-it)