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SOPs

AI Use Policy Template Pack

Set sensible AI rules for your team in an afternoon.

Free Free SOPs
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About this product

A free pack of editable policies so your team knows what is okay, what is not, and who to ask — without a legal department.

What's included

  • An acceptable-use policy template
  • A data-handling and privacy checklist
  • A disclosure standard for AI-assisted work
  • A simple approval flow for new tools

Best for

Small businesses, ministries, and nonprofits adopting AI responsibly.

How to use it

  1. Fill in the brackets with your specifics.
  2. Review with your team in one sitting.
  3. Revisit quarterly as tools change.

What's inside — free

AI Use Policy Template Pack

Set sensible AI rules your team can actually follow. Fill the [brackets], review together once, revisit quarterly.

Acceptable-use policy

  • Approved tools: [list]. New tools require [who] approval.
  • Allowed uses: drafting, research, summarizing, brainstorming.
  • Not allowed: [e.g., final decisions on hiring/firing, sharing customer data with un-approved tools, presenting AI output as a person without disclosure].

Data handling

  • [ ] Never paste customer PII or secrets into a tool not on the approved list.
  • [ ] Confidential docs stay in [approved system].
  • [ ] When in doubt, ask [who] before sharing.

Disclosure standard

  • AI-assisted external communications include: "Drafted with AI, reviewed by our team."
  • Published content that is substantially AI-generated is labeled.

Approval flow for new tools

  1. Request to [owner] with the use case.
  2. Check data handling + cost.
  3. Approve, add to the list, and tell the team.

Review

  • Owner: [name]. Revisit: every quarter — tools and risks change fast.