Agent Ready

Features

Assessment

Checklist

About

Made by Prefactor

Agent Ready

Features

Assessment

Checklist

About

Made by Prefactor

Agent Ready

Features

Assessment

Checklist

About

By Prefactor

Checklist

Get Agent Ready Checklist

What you need to check off as you go through your AI Agent journey

Section 1: Strategic Alignment

Has leadership set the direction for agent adoption?

0/5

Clear executive sponsor for AI / automation initiatives

Documented “Agent Strategy” or automation roadmap

Budget allocated for experimentation and pilot projects

Defined success metrics (ROI, efficiency, adoption)

Governance framework in place (data, ethics, risk)

0/5

Clear executive sponsor for AI / automation initiatives

Documented “Agent Strategy” or automation roadmap

Budget allocated for experimentation and pilot projects

Defined success metrics (ROI, efficiency, adoption)

Governance framework in place (data, ethics, risk)

0/5

Clear executive sponsor for AI / automation initiatives

Documented “Agent Strategy” or automation roadmap

Budget allocated for experimentation and pilot projects

Defined success metrics (ROI, efficiency, adoption)

Governance framework in place (data, ethics, risk)

Goal: Establish executive ownership and a clear path from experiments → scale.

Section 2: Data & Access Foundations

Are your systems ready for agent access and automation?

0/5

Core systems have APIs or automation interfaces (CRM, ERP, etc.)

Secure, role-based access controls already in place

Sensitive data classified and access-scoped

Audit logging active for system-to-system calls

Internal documentation for API endpoints and integrations

0/5

Core systems have APIs or automation interfaces (CRM, ERP, etc.)

Secure, role-based access controls already in place

Sensitive data classified and access-scoped

Audit logging active for system-to-system calls

Internal documentation for API endpoints and integrations

0/5

Core systems have APIs or automation interfaces (CRM, ERP, etc.)

Secure, role-based access controls already in place

Sensitive data classified and access-scoped

Audit logging active for system-to-system calls

Internal documentation for API endpoints and integrations

Goal: Ensure agents can connect safely without exposing uncontrolled access.

Section 3: Technical Infrastructure

Can your infrastructure support agents operating at scale?

0/5

MCP (Model Context Protocol) or equivalent environment set up

Version-controlled configuration for each agent

Observability / monitoring tools integrated (metrics, logs)

Secure token / credential management implemented

Sandbox or staging environment for testing agents

0/5

MCP (Model Context Protocol) or equivalent environment set up

Version-controlled configuration for each agent

Observability / monitoring tools integrated (metrics, logs)

Secure token / credential management implemented

Sandbox or staging environment for testing agents

0/5

MCP (Model Context Protocol) or equivalent environment set up

Version-controlled configuration for each agent

Observability / monitoring tools integrated (metrics, logs)

Secure token / credential management implemented

Sandbox or staging environment for testing agents

Goal: Move from ad-hoc experiments to managed, production-grade environments.

Section 4: People & Process

Are your teams ready to work alongside or manage agents?

0/5

Designated “Agent Owner” roles defined per use case

Policies created for human-in-the-loop oversight

Training provided for staff on how to interact with agents

Internal comms plan for AI agent rollout

Change management processes adapted to agent workflows

0/5

Designated “Agent Owner” roles defined per use case

Policies created for human-in-the-loop oversight

Training provided for staff on how to interact with agents

Internal comms plan for AI agent rollout

Change management processes adapted to agent workflows

0/5

Designated “Agent Owner” roles defined per use case

Policies created for human-in-the-loop oversight

Training provided for staff on how to interact with agents

Internal comms plan for AI agent rollout

Change management processes adapted to agent workflows

Goal: Build trust and accountability between people and their AI counterparts.

Section 5: Security & Compliance

Do you understand and control agent behaviour and exposure?

0/5

Agents operate under scoped, revocable identities

Secrets management integrated with rotation policies

Audit trails for all agent actions and tool calls

Compliance checks performed on agent data flows

Vendor / LLM provider security assessments completed

0/5

Agents operate under scoped, revocable identities

Secrets management integrated with rotation policies

Audit trails for all agent actions and tool calls

Compliance checks performed on agent data flows

Vendor / LLM provider security assessments completed

0/5

Agents operate under scoped, revocable identities

Secrets management integrated with rotation policies

Audit trails for all agent actions and tool calls

Compliance checks performed on agent data flows

Vendor / LLM provider security assessments completed

Goal: Prevent agent sprawl, credential leaks, and unauthorized actions.

Section 6: Measurement & Iteration

Are you capturing value and learning fast enough?

0/5

Baseline metrics established before agent deployment

Success dashboards (productivity, response time, cost)

Regular post-mortems and feedback loops on agent use

Experiment logs maintained for reproducibility

Iteration plan for next-generation agent use cases

0/5

Baseline metrics established before agent deployment

Success dashboards (productivity, response time, cost)

Regular post-mortems and feedback loops on agent use

Experiment logs maintained for reproducibility

Iteration plan for next-generation agent use cases

0/5

Baseline metrics established before agent deployment

Success dashboards (productivity, response time, cost)

Regular post-mortems and feedback loops on agent use

Experiment logs maintained for reproducibility

Iteration plan for next-generation agent use cases

Goal: Prevent agent sprawl, credential leaks, and unauthorized actions.

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Agent Ready

Our Features

Understanding the Rise of Agents

Designing an Agent-Driven Strategy

Building the Infrastructure Agents Depend On

Securing the Human–Agent Interface

Governance in an Autonomous Organization

Reimagining Customer Experience for the Agent Era

Other Pages

Agent Ready Assessment

Agent Ready Checklist

Created by

Agent Ready

Our Features

Understanding the Rise of Agents

Designing an Agent-Driven Strategy

Building the Infrastructure Agents Depend On

Securing the Human–Agent Interface

Governance in an Autonomous Organization

Reimagining Customer Experience for the Agent Era

Other Pages

Agent Ready Assessment

Agent Ready Checklist

Created by

Agent Ready

Our Features

Understanding the Rise of Agents

Designing an Agent-Driven Strategy

Building the Infrastructure Agents Depend On

Securing the Human–Agent Interface

Governance in an Autonomous Organization

Reimagining Customer Experience for the Agent Era

Other Pages

Agent Ready Assessment

Agent Ready Checklist

Created by

Agent Ready

Our Features

Understanding the Rise of Agents

Designing an Agent-Driven Strategy

Building the Infrastructure Agents Depend On

Securing the Human–Agent Interface

Governance in an Autonomous Organization

Reimagining Customer Experience for the Agent Era

Other Pages

Agent Ready Assessment

Agent Ready Checklist

Created by