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GenAI-KM organizational readiness self-assessment tool

This article is part of an ongoing series looking at AI in KM, and KM in AI.

Artificial intelligence (AI) can greatly assist1 knowledge management (KM) in organizations. However, in a number of articles in RealKM Magazine‘s long-running AI series, most recently last week2, I’ve sounded the alarm regarding bad AI research and practice, including that AI-generated material with hallucinations is being circulated in the KM community. Research is also increasingly showing that badly implemented AI can reduce productivity rather than increase it3, and create work rather than reduce it4. These are very clear indicators that AI is being deployed before the needed governance has been developed and put in place.

To help organizations to have a sound basis for their deployment of generative AI (GenAI), the most popular form of AI5, a newly published paper6 in the Journal of Innovation & Knowledge puts forward a GenAI-KM organizational readiness self-assessment tool. The tool is one of the outputs of a bibliometric literature review analysing 1411 articles related to the topic of Gen AI in KM. As well as the tool, paper authors Roberto Cerchione, Giuseppe Liccardo, and Renato Passaro provide a complete systematization of this emerging research domain, including a revised SECI model which reflects that GenAI is causing a revolutionary shift in KM processes. These further outputs of the paper will be presented in forthcoming RealKM Magazine articles.

Cerchione, Liccardo, & Passaro advise that managers should evaluate integration of GenAI for several purposes:

  • GenAI can be used in synthetic dataset production to support training and simulations of diagnostic patterns, especially for managers in scarce or strictly regulated data industries such as healthcare.
  • R&D teams should integrate GenAI into early-stage innovation processes and then apply structured validation steps, such as peer review or experimentation, to assess the value of AI-generated insights.
  • Knowledge management systems (KMS) should be revisited to support co-creation models where humans and machines can successfully cooperate in knowledge generation. This may involve updating internal taxonomies and retraining staff on how to critically engage with AI outputs. Strategically integrating GenAI into KMS and innovation processes will determine an organization’s ability to remain competitive and adaptive in a rapidly evolving landscape.
  • GenAI may also be employed to codify expert knowledge into structured outputs such as reports and learning materials. This may help preserve institutional memory and accelerate employee learning, while mitigating intergenerational knowledge gaps.

Effective organizational integration calls for specifically designed training courses for employees that develop a culture of responsible experimentation, along with the adoption of governance frameworks that define its acceptable use in everyday tasks and processes. Risk mitigation strategies are also imperative, especially to integrate GenAI into decision-making and highly sensitive processes.

From their study, Cerchione, Liccardo, & Passaro have identified five strategic areas on which managers should focus:

Five strategic areas to consider regarding GenAI-KM organizational readiness.
Five strategic areas to consider regarding GenAI-KM organizational readiness. Source: Cerchione, Liccardo, & Passaro, 2026.

The GenAI-KM readiness self-assessment tool below converts each strategic dimension and sub-dimension into targeted assessment questions that managers can use to evaluate their organization’s readiness for GenAI adoption in KM processes.

By investigating each question, practitioners can identify priority improvement areas before or during implementation. For instance, an organization which evaluates itself as poor in ‘data contextualization’ may first prioritize enriching metadata and establishing consistent ontologies before piloting a GenAI-powered knowledge assistant. This approach ensures that readiness evaluation is both systematic and closely related to highly contextualized items, effectively supporting GenAI integration.

GenAI-KM organizational readiness self-assessment tool items

Dimension Sub-dimension Sample assessment questions
Strategic
Alignment
Internal Knowledge standardization
  • Do we use templates or protocols that GenAI tools can be trained on or follow?
  • Is unstructured content (e.g., PDFs, slides) routinely converted to structured formats?
Human-AI collaboration vision
  • Is GenAI included in strategic KM planning?
  • Do managers understand GenAI’s implications for knowledge workflows?
  • Do we have guidelines defining how GenAI should assist (not replace) human decision-making?
KMS alignment
  • Do we have platforms (e.g., APIs, cloud infrastructure) to integrate GenAI?
  • Are internal knowledge assets stored in consistent and structured formats?
  • Are our KM systems compatible with GenAI inputs and outputs?
Technical
Infrastructure
Integration
  • Are GenAI tools interoperable with existing KM platforms?
  • Can AI outputs be exported into internal databases or collaboration tools?
Scalability
  • Do we have sufficient computing resources for GenAI experimentation?
  • Is there a roadmap for scaling successful GenAI initiatives?
Data infrastructure
  • Is sandbox access to data available for AI model training?
  • Can small-scale GenAI pilots be quickly deployed and tested?
Data
Governance
Dataset quality
  • Do we have access to internal and external datasets relevant to our domain?
  • Are these datasets regularly updated, well-documented and audited?
Data policy
  • Is there a data governance policy regulating data usage and ownership?
  • Do policies exist for AI-generated content use and disclosure?
  • Are data quality checks and controls routinely applied?
Data contextualization
  • Is our data labelled or annotated in a way that supports generative tasks?
  • Do we have metadata or ontologies to contextualize information for GenAI?
Human
Capital
Employee training
  • Do users understand how GenAI outputs are generated and their limitations?
  • Are there training modules on interpreting and validating GenAI results?
  • Are KM staff trained in GenAI prompts, validation, and oversight?
  • Are teams encouraged to try GenAI tools and report learnings?
  • Is there organizational resistance or openness to AI in knowledge work?
Roles and responsibilities
  • Are roles clear for humans when reviewing GenAI outputs?
  • Is experimentation encouraged within clear boundaries?
Establishment of co-creation practices
  • Do collaborative workflows allow GenAI and humans to jointly develop content?
  • Are there templates or structured tasks designed for AI-human cooperation?
  • Are feedback loops integrated into GenAI tools for continuous learning?
  • Is experimentation with AI tools protected from negative performance review outcomes?
Risk
Management
Ethical frameworks
  • Do we have a policy on responsible GenAI use?
  • Are ethical risks reviewed during GenAI deployment?
Responsibility
  • Are there sanctions or restrictions on misusing GenAI tools?
  • Are employees trained on ethical AI usage?
  • Are informal uses of GenAI mapped and governed?
Reliability and traceability
  • Do we evaluate the reliability of GenAI content before acting on it?
  • Are there review processes to validate GenAI outputs for relevance and accuracy?
  • Are AI-generated insights logged and traceable to their source prompts or datasets?
  • Are escalation protocols in place for misuse or hallucinations?

Header image source: Assurance (Version 1) in Turing Commons, CC BY-SA 4.0

References:

  1. Jarrahi, M. H., Askay, D., Eshraghi, A., & Smith, P. (2023). Artificial intelligence and knowledge management: A partnership between human and AI. Business Horizons, 66(1), 87-99.
  2. Boyes, B. (2026, May 22). Disgraceful AI acts are growing. Will the knowledge management community be next? RealKM Magazine.
  3. Gaskell, A. (2026, April 9). How AI-generated “workslop” makes us less productive. The Horizons Tracker.
  4. Angus, D. (2026, April 30). ‘Just looping you in’: why letting AI write our emails might actually create more work. The Conversation.
  5. Pazzanese, C. (2024, October 4). Study finds nearly 40 percent of Americans have used technology for tasks at work and at home. The Harvard Gazette.
  6. Cerchione, R., Liccardo, G., & Passaro, R. (2026). Artificial knowledge generation: investigating the revolutionary role of generative AI in knowledge management. Journal of Innovation & Knowledge, 11, 100866.

Bruce Boyes

Bruce Boyes is editor, lead writer, and a director of RealKM Magazine and winner of the International Knowledge Management Award 2025 (Individual Category). He is an experienced knowledge manager, environmental manager, project manager, communicator, and educator, and holds a Master of Environmental Management with Distinction and a Certificate of Technology (Electronics). His many career highlights include: establishing RealKM Magazine as an award-winning resource with more than 2,500 articles and 5 million reader views, leading the knowledge management (KM) community KM and Sustainable Development Goals (SDGs) initiative, using agile approaches to oversee the on time and under budget implementation of an award-winning $77.4 million recovery program for one of Australia's iconic river systems, leading a knowledge strategy process for Australia’s 56 natural resource management (NRM) regional organisations, pioneering collaborative learning and governance approaches to empower communities to sustainably manage landscapes and catchments in the face of complexity, being one of the first to join a new landmark aviation complexity initiative, initiating and teaching two new knowledge management subjects at Shanxi University in China, and writing numerous notable environmental strategies, reports, and other works.

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