What information goes in
Decide what counts as sensitive for your organization: personal, financial, legal, HR, student, donor, client, and health information. Then make it clear which tools, if any, are approved for which kinds of data.
How much review a task needs
The higher the risk, the stronger the review. A brainstorm needs a quick look. A board report needs a manager’s sign-off. Anything legal, financial, medical, or HR-related needs someone with real expertise.
Who owns the final answer
AI can draft, summarize, organize, and analyze. A named person stays accountable for what is sent, approved, or decided. That should be written down, not assumed.
How you will know it worked
Before trying something new, agree on what better looks like: time saved, fewer errors, less rewriting, clearer communication. Then check. If the work did not improve, stop or change course.
We help you think through these decisions and put simple guidelines in place. We do not provide legal advice. For contracts, regulated data, or compliance questions, involve your attorney or the relevant professional.