Checklists & templates
AI Governance & Data Safety Policy Kit
An AI usage policy, data classification rules, tool approval checklist and team training slides — editable templates.
Before the team uses AI at scale, write down what is allowed. The kit contains an editable AI usage policy, a data classification guide (what can and cannot be pasted into a model), a checklist for approving new AI tools, a review process for AI-assisted work, an incident procedure and a short training deck to roll it out.
What's inside
- Editable AI usage policy (DOCX) with commentary
- Data classification and 'never upload' guide
- AI tool approval checklist
- Review process for AI-assisted deliverables
- Training slide deck for the team
Who it's for
Founders, operations and HR leads, agencies and consultancies handling client data.
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Questions
Is it legally binding?
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It is a practical policy template. Have your legal counsel adapt it to your jurisdiction and contracts.
Does it cover client data and NDAs?
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Yes — client data handling and confidential information are core parts of the classification guide.
How is it delivered?
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A personal access page with all files, right after payment.
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