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🏢 Business & Strategy

Free Digital Transformation Maturity Assessment Template

Rate digitization strategy, automation, data, digital CX and skills on 1–5, and get an AI report that sequences your next transformation steps.

~10 min
5 weighted dimensions
AI PDF Report
AI Consultant
Live Preview

Quick answer

Rate digitization strategy, automation, data, digital CX and skills on 1–5, and get an AI report that sequences your next transformation steps.

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About this template

Digital transformation stalls less from bad technology than from uneven readiness: strategy without skills, tools without data, websites without digital customer journeys. This assessment scores five readiness dimensions, exposes which one is holding the program back, and generates an AI report with sequencing advice. It is a planning instrument for owners of transformation, not a vendor evaluation.

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Template at a Glance

TemplateDigital Transformation Maturity Assessment
CategoryBusiness & Strategy
FormatWeighted 1–5 assessment with personalized AI PDF report
Time to completeAbout 10 minutes per response
What you getA personalized AI report (printable PDF) per response, plus the raw answers
Best forTransformation leads · COOs · IT leaders
CostFree to copy and customize on FormLM
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What This Assessment Measures

Five dimensions, scored 1–5 and weighted into one result.

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Live Preview

Sample form and AI report preview — fill it in to see live scoring and the report.

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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Scan the QR on the report to start an AI consultant chat.
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What's Included

Everything you need to run this template.

1

Five weighted dimensions

Strategy & leadership, Process automation, Data & analytics, Digital CX, Skills & culture — each scored 1–5.

2

Weighted composite score

A defensible overall view that keeps dimensions separate.

3

Personalized AI PDF report

The weakest dimension, what it caps, and a prioritized fix list.

4

QR into an AI consultant chat

Every report links a chat trained on this topic for follow-ups.

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How It Works

From copy to deliverable in four steps.

1

Use This Template

Copy the assessment, scoring and report settings into your FormLM workspace — free.

2

Customize

Adjust dimensions and weights to match how your business runs.

3

Share and collect

Send the link or QR; each response is scored automatically.

4

Review and act

Open the personalized AI PDF report and share it with stakeholders.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Transformation leads

A defensible baseline before spending.

2

COOs

Spot where automation outruns skills or data.

3

IT leaders

Align investment with business-side readiness.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. Leadership owns and funds a clear digital strategy (1–5)
  2. Core business processes are digitized and automated where it counts (1–5)
  3. Teams can access reliable data when they make decisions (1–5)
  4. Our customers' digital journey is coherent end to end (1–5)
  5. Employees have the skills and appetite to use new tools (1–5)
  6. Which stalled digital initiative taught you the most? (open)
  7. What would you automate first if budget were no object? (open)
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Frequently Asked Questions

What are the five dimensions of digital maturity here?
Strategy and leadership, process automation, data and analytics, digital customer experience, and skills and culture — scored 1–5 and weighted.
Is this only for large enterprises?
No. Smaller companies use it to avoid buying tooling before basics like data access and process digitization are in place.
How often should we reassess?
Once a year for strategy, per quarter during an active transformation program, to see whether sequencing is working.
Does the report recommend tools or vendors?
No. It recommends capability gaps and the order to close them; tool selection stays your decision.
Who should answer — IT or the business?
The people who own the processes being transformed, with IT input; maturity is about operating model, not infrastructure.
Is it free to use?
Yes. Click Use This Template to copy the form, scoring and report configuration into your FormLM workspace for free, then customize and share it.
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Run the Digital Transformation Maturity Assessment this quarter

A 5-dimension scored check with a personalized AI report — free to copy and customize.