What this covers

AI usage policy development

Clear, specific rules for what data can and can't be entered into AI tools, written in plain language staff will actually follow.

Approved tool list

A vetted list of AI tools staff are permitted to use, evaluated for data handling practices before approval.

Staff training on safe AI use

Practical guidance on what's safe to share with AI tools and what isn't, tied to real examples from your industry.

Ongoing policy updates

AI tools and their data practices change fast — policy gets revisited regularly rather than set once and forgotten.

Why it matters

Without a policy, the default behavior is whatever feels convenient in the moment — which is exactly how client data, patient records, or financial details end up inside a public AI tool with no oversight.

FAQ

Frequently asked questions

No — the goal is safe, sanctioned use, not a blanket ban that staff will quietly ignore anyway.

Yes — AI features inside your existing software (email, CRM, etc.) are covered by the same policy and review process.

Ready to talk through ai usage policy & data governance?

Book a free intro call and we'll talk through your specific setup, no pressure either way.