AI Strategy Development Checklist for Accounting Firms

This template is structured into eight distinct phases, covering the end-to-end lifecycle of AI strategy development.

It is designed to be modular, allowing firms to adapt the checklist items and guidance to their specific size, resources, culture, and strategic priorities. Firms can focus on specific phases or tasks based on their current stage of AI maturity.

Crucially, AI strategy development is not a linear, one-time project but an iterative and ongoing process. The AI landscape evolves rapidly, necessitating continuous learning, adaptation, and refinement of the firm's approach.

This template should be treated as a living document, revisited and updated regularly to ensure alignment with the firm's evolving goals and the dynamic technological environment.