Automation Readiness Assessment Template

What the automation readiness assessment process is

The map starts at “Readiness review opened” and ends with “Authorize pilot readiness”. Process owner owns the initial evidence; IT handles the assessment or operational handoff; Sponsor owns the final decision or verification.

The first decision, “Prerequisites met?”, sends unsupported work to “Assign prerequisite fixes”. The later decision, “Controls and rollback ready?”, separates “Defer until controls are ready” from the accepted outcome. Adapt these gates to actual authority and evidence. A drawn workflow does not execute automation or enforce approval.

Map before choosing automation

• Assess an RPA candidate
• Map before automation
• Task Capture alternative for documentation

What this flowchart covers

In this template

• Validate current-state map.
• Check data access, security and system support.
• Prerequisites met? — explicit branch outcomes.
• Controls and rollback ready? — a second review gate.
• Authorize pilot readiness.

When to use this template

• Use this artifact when readiness review opened and the team needs a shared procedure for the resulting assessment or handoff.
• Replace the illustrative roles and decision criteria before using the map as an approved instruction.
• Use during stakeholder review to make owner handoffs and rejected outcomes explicit before the process changes.

How it works

1. Define scope and evidence

   Name the process owner and replace the first three steps with the specific trigger, inputs and records for your work.

2. Configure the decision gates

   State how to answer “Prerequisites met?” and “Controls and rollback ready?”. Assign a role and evidence requirement for each.

3. Review every route

   Walk the normal route and both exception endings. Obtain review of the chart before sharing it as a team procedure.

Frequently asked questions

Is this an editable automation readiness assessment?

Yes. Open the example as your own QueryChart chart, then replace steps, owner lanes and decision criteria.

Does this template execute the process?

No. It documents the workflow. Automation runs in external systems, and actual chart approval features must be configured separately.

What should we review before sharing it?

Check every owner and decision branch, the evidence needed at each gate, and the authority for the final outcome. Set a review owner and retain an agreed chart version.