WHAT YOU GET

One coordinated toolkit—not a pile of templates

Enter your company choices to create your policy, employee lesson, and rollout materials. The reference guides, control cards, and optional slides support the next steps—you complete their marked company fields when you need them. One clear starting point, with room to grow.

1.

Company-ready AI policy

A ‘Before you approve a tool’ checklist helps your lead check accounts, information, and review steps. Then turn your company's decisions into a policy your team can follow.

2.

Employee training

A company-specific lesson with plain-language explanations, realistic situations, a short knowledge check, and acknowledgment wording for the company’s existing process.

3.

Manager rollout kit

Launch emails, talking points, team discussion prompts, acknowledgment instructions, and new-hire steps.

4.

Control cards and operating records

Simple records for connected AI, approvals, exceptions, training, incidents, versions, and scheduled reviews.

Page 1: excerpts of the finished company AI policyPage 2: matching employee practice question and acknowledgment
Policy + employee trainingTwo-page example

SEE WHAT YOUR EMPLOYEES RECEIVE

From company decision to employee action

See how one fictional company’s choices appear in its finished AI policy and matching employee training.

Employees learn what they can handle on their own and when to ask for help.

Read the example

No email needed · Open the two-page PDF

Prefer group training? Included optional training slide

WHEN AI REACHES INTO OTHER SYSTEMS

Can your AI draft an email, or send it too?

The included AI Use Control Card helps you record what a connected AI tool can access and do, who’s responsible for it, and how you’ll check its limits.

  • Purpose and accountable owner
  • Approved information and connections
  • Permitted actions and required review
  • Tests, monitoring, and recovery steps

Routine work already covered by your policy doesn’t need a fresh card for every draft. Your lead completes the Word working copy with the person configuring the tool. The card doesn’t set or enforce software permissions or override your policy. Your team still configures the tool.

AI Use Control Card, part one of two: card ID, purpose, approved account, permitted access and actions, and exclusions
Control Card · part 1 of 2Select to enlarge

KEEP EXPLORING

See how the guardrails stay current after launch

Next: Ongoing updates