Is your AI delivering value — and could you prove it?
Most firms adopt AI faster than they can govern or measure it. This free check — the AI-governance lens of The Sequence Method™ — scores your firm across four pillars: whether AI is realising value, whether it is governed, how far it has scaled beyond pilots, and whether you have the capability and regulatory readiness to stand behind it.
Twelve questions, three in each of the four pillars of AI value and conformance:
Your answers stay in your browser. Nothing is submitted unless you choose to request a report at the end.
This diagnostic is a general self-assessment tool for informational purposes. It is not legal, regulatory, investment or professional advice. Scores are indicative and based only on your own responses.
Go deeper — see it by function
This reads your AI value and conformance. The companion check — the Operating-Model Readiness diagnostic — scores how well your firm governs the specialist work behind every AI decision, across the full twelve instruments. Also free.
Run the operating-model diagnostic →Turn this profile into a firm-specific plan
- A consultative call with Paul. We go through your diagnostic answers and the decision in front of you. With your agreement the call is recorded, so the report reflects exactly what was said.
- Your interpreted report (PDF), the record of advice. A one-page board summary; your profile against the twelve instruments, with a target for the decision you face; findings in order of urgency, with the regulatory obligations each touches; every action with an owner, a date, its effort and the evidence to keep; drafts you can adapt; and what we assumed.
- Your action plan, two ways. A printable PDF for meetings and board packs, and an online page your team can work through, tick off and share internally. Neither holds your findings, so both can circulate inside your firm.
- Send your enquiry. I reply with the scope, my Terms of Business and a payment link.
- Accept the Terms and pay; we book the call. With your agreement the call is recorded, so your report reflects exactly what was said.
- Your report, action-plan PDF and page arrive together within 48 hours of the call.
Sequence Advisory uses AI tools to help structure, check and draft its work, including transcribing and analysing recordings of our meetings, which we make only with your agreement. The tools act on our instructions under written terms. Every finding, recommendation and draft is reviewed and approved by Paul Soares, who is accountable for the advice, and no decision about you is made by automated means alone. Details of the tools we use are available on request. How we handle your personal data →
When the gap is bigger than a worksheet
If the diagnostic surfaced structural gaps — an undesigned migration, a vendor you cannot exit, MI that reports rather than steers — I work directly with a small number of firms to close them. A short, outcome-defined engagement, not an open-ended retainer.
This diagnostic and its scores are indicative and for general informational purposes only; they do not constitute legal, regulatory, investment or professional advice. The interpreted report is a paid analysis of your own responses and does not create a professional or advisory relationship until separately agreed in writing.