S2P AI Readiness Assessment — Notion template

poorna sagar

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S2P AI Readiness Assessment — Notion template
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What this is

A 25-question Notion template that tells you — honestly — whether your organisation is ready for S2P software or AI-enabled procurement tools.

No vendor bias. No consulting fluff. Just the 5 dimensions that predict whether your transformation will succeed or stall.

Why it's free

I launched this on LinkedIn this week alongside a simple thesis: AI amplifies broken foundations — it doesn't fix them. Most procurement leaders are being pitched AI every day, but few are asking whether their underlying foundations are ready for it. This template helps you answer that question honestly, for yourself, in 30–45 minutes.

Giving it away because the procurement AI wave is going to break things, and the organisations that get crushed won't be the ones with weak AI strategies — they'll be the ones who built AI on top of weak foundations.

What's inside

  • 25 weighted questions across 5 dimensions: Process Maturity, Data Quality, Tech Stack, Change Management, ROI Potential
  • Auto-calculating scoring dashboard with per-dimension breakdown and total readiness score
  • 4-tier readiness verdict (🟢 Ready · 🟡 Partial · 🟠 Early · 🔴 Not Ready) with specific next steps for each
  • Executive Summary page — a 1-page readout you can share with your CFO
  • Weak-Spot Action Plan — 30/60/90-day actions for each weak dimension (15 sub-plans total)
  • Vendor Evaluation Readiness Checklist — 30 items to tick off BEFORE inviting vendors
  • Stakeholder Interview Scripts — 15 questions across 3 key stakeholder interviews (CPO, CIO, CFO)

How it works

  1. Click "Book Now" (it's free — no payment)
  2. You receive the Notion template link by email immediately
  3. Click "Duplicate" on the template → it copies into your own Notion workspace
  4. Work through the assessment (30–45 min individual, 2–3 hours for a team — recommended)
  5. Your dashboard auto-calculates your readiness score and flags your weak spots

What you'll need

  • A free Notion account (sign up at notion.so — takes 60 seconds)

After you've run it

If you want to talk through your results, I offer Strategy Sessions (₹2,499) for procurement leaders navigating vendor selection, implementation, or AI roadmaps. Or if you want a quick answer to one specific question, Priority DM (₹799) gets you a detailed written response within 24 hours.

But this template is yours to use, share, and adapt — no strings attached.

About me

13+ years in Source-to-Pay across strategic sourcing, CLM, P2P, AP automation, and procurement AI. This framework is built from pattern-matching across 40+ S2P programmes I've seen deliver or stall.

Feedback

If you use this and it's useful — or if something's wrong or confusing — I'd genuinely like to know. DM me on LinkedIn: www.linkedin.com/in/poornasagar-transformation

FREE