Free AI Maturity Score for Associations

Organization Information

Provide basic details about your association and primary contact.

Organization Name

Type of Association or Organization

First Name

Last Name

Job Title

Primary Contact Email

Website

Country

Industry Served

Staff Count

1–10

11–25

26–50

51–100

101–250

250+

Primary Customers

Individuals

Businesses

Both Individuals and Businesses

Government / Public Sector

Other

Membership & Data Environment

Tell us what member data you handle and which systems and AI tools touch it.

Member Data Types Handled

Advocacy / Legislative Data

Certification / Credentialing Data

Continuing Education Records

Event Registration Data

Health Data

Member PII

Payment / Financial Data

Volunteer / Committee Data

None

Other

Do volunteers or committees use AI tools?

Yes

Unsure

Which AI Tools do Volunteer or Committee staff use?

Do you use AI with your AMS or CRM?

Yes

Planning to

Unsure

Which AI Tools do staff members use or are planning to use?

What AMS/CRM Platform does your organization have?

Cannolai

Fonteva

Hubspot

iMIS

MemberClicks

NetForum

Nimble

Personify

re:Members

Salesforce

YourMembership

None

Other

AI Usage Across the Organization

Tell us how AI is being used across your teams and how deeply it's embedded in daily work.

Which departments use AI?

Customer Support

Events & Education

Leadership

Marketing

Membership

Operations

Research / Policy

Chapters / Volunteers

None

Other

Which business functions use AI?

Administrative tasks

Content creation

Customer service

Data analysis

Event planning

Member communications

Policy / advocacy support

Research & analysis

Other

AI Use Scope

Internal only

External

Both

How familiar is your team with AI tools like ChatGPT, Microsoft Copilot, or Gemini?

Not familiar at all

Heard of them but haven’t tried

I’ve tried them personally

Team uses them occasionally

Regular part of our workflow

Has your organization officially adopted any AI tools?

Discussed it but no action taken

A few staff use them independently

Piloted in one or two areas

AI is part of regular operations

Data Handling, Compliance & Risk

Tell us how your organization handles sensitive data and manages AI-related risk.

Do staff enter confidential data into AI tools?

Yes

Unsure

Do you use member/customer data in AI prompts?

Yes

Sometimes

Unsure

Is human review required before AI outputs are used?

Always

Sometimes

Depends on department

Not required

AI Risk Tolerance

Low

Moderate

High

Restricted Data Types

Advocacy / political data

Certification / education data

Financial data

Health

Internal documents

Member PII

Personal data

None

Unsure

How much of your team’s repetitive work is currently automated?

Very little — most things are done manually

Some automation in place (templates, basic tools)

Moderate automation across several areas

AI or tools handle most routine tasks

How would you rate your team’s overall technology comfort level?

Low — most staff struggle with new tools

Medium — mixed adoption across the team

High — generally tech-comfortable

Very high — we are early adopters

Governance & Oversight

Tell us who owns AI decisions at your organization and how they're reviewed.

Who owns the AI policy internally?

Who approves new AI usage or tools?

Does the Board need to approve AI adoption or policy changes?

Yes

Only for major changes

Unsure

Policy Review Frequency

Do you require AI training for employees?

Yes

Planning to

Unsure

Policy Preferences & Final Notes

Tell us what tone and depth you'd like your AI policy to have.

Policy Tone

Conservative

Balanced

Progressive

Policy Length

Short

Standard

Comprehensive / Detailed

Additional Comments / Feedback / Discussion

Thank you

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Organization Information

Membership & Data Environment

AI Usage Across the Organization

Data Handling, Compliance & Risk

Governance & Oversight

Policy Preferences & Final Notes

Thank you