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AI Policy & Governance Starter
A board-ready AI policy your team will actually follow — in 2 weeks.
Start a ConversationThe Problem
01 / The Problem
Your staff are already using AI tools — ChatGPT, Copilot, whatever they found — with no policy, no guardrails, and no record of what data goes where. Leadership is exposed: a data-privacy incident, a compliance gap, or a reputational misstep is one careless paste away. And "just ban it" doesn't work — people simply hide it.
Without a policy, every employee improvises. Sensitive member, donor, or client data can land in public AI tools with no audit trail — a data-exposure and compliance risk that only surfaces after the damage is done, when it's most expensive to fix.
Who Does This Resonate With
02 / Who This Resonates With
- Executive Director
- Chief Operating Officer
- General Counsel
- VP Technology
Fixed-scope advisory engagement, typically about 2 weeks.
Mission-Driven Institutions · Associations & Foundations · Mid-Market · Legal Services · Healthcare · Financial Services
What We Do
03 / What We Do
Current-State & Risk Discovery
We learn how your team uses AI today, your data sensitivities, and your risk tolerance — through one focused leadership conversation, not a months-long study.
Tailored Policy Drafting
A plain-language, board-ready AI use policy sized to your organization — what's allowed, what isn't, and why. Built around how your people actually work, not a template off the internet.
Approved-Tools & Prohibited-Data Guidance
A practical guidance sheet your staff can remember: which tools are approved, what data is off-limits, and who is accountable.
Right-Sized Governance Structure
Roles, accountability, and a simple review cadence sized to your organization — not enterprise bureaucracy — so the policy stays current as AI and regulation evolve.
Staff Rollout Briefing
A short briefing so the policy is understood and used, not just filed — with a one-page summary your team keeps.
AI & Technology
04 / AI & Technology
What We Deliver
05 / What We Deliver
A board-ready AI use policy in plain language
An approved-tools and prohibited-data guidance sheet for staff
A right-sized governance structure — roles, accountability, review cadence
Staff briefing materials and a one-page summary
Key Outcomes
06 / Key Outcomes
A clear AI use policy your staff will actually follow
Defined guardrails that answer the funder, regulator, or insurer question: "what's your AI policy?"
Protection from the most common AI risks — data leakage, compliance gaps, and shadow-AI use
A defensible, low-cost first move that signals competence to leadership and outside stakeholders
What This Leads To
07 / What This Leads To
A policy is the prerequisite for everything else on the AI roadmap — it makes training, knowledge assistants, and automation safe to pursue because the rules for data and tool use are already settled. Most organizations pair it with AI Foundations Training to bring staff up to a shared baseline, or move into an AI Roadmap Sprint to decide what to build first. Once adopted, the governance can be operated for you on a Managed Data & AI retainer or led by a Fractional AI/Data Leader as your AI use grows.
Next Step
Ready to work together?
Tell us where you are and what you're trying to solve — we'll show you where AI creates leverage inside your organization.
Get the summary
Get the AI Policy & Governance Starter summary.
A one-page overview — the problem it solves, what you get, how we scope it, and a typical range. Sent to your inbox.
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Book a scoping call.
A focused 20 minutes to scope AI Policy & Governance Starter to your situation and show you the band before any proposal.
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