TEMPLATE · PI
A starter policy for employee AI use covering approved tools, restricted data, human review, customer-facing output, and escalation.
THE CHECKLIST
Each checklist line ties an operating risk to a question the team can answer in diligence.
Employees need clear, safe defaults.
The policy should make sensitive boundaries obvious.
Good policy gives employees a path to ask instead of hiding usage.
OPERATING SEQUENCE
Each step is the input the next step needs. The board, the sponsor, or the management team can run the sequence end-to-end.
Ask teams which tools they use, what data they enter, and which outputs reach customers or employees.
Name the current allowed tools and the approval path for new tools.
Define what information cannot enter AI tools unless reviewed and approved.
Explain which outputs must be checked before use and who owns that review.
Update the policy as vendors, workflows, laws, and company usage change.
SERVICE PATH
PI · SERVICE
Revenue, margin, delivery, technical debt, and operating-system improvement for technology firms with stalled growth or compressed EBITDA.
IM · SERVICE
Operator-led interim management for technology companies in transition, crisis, integration, or founder extraction.
DECISION GUIDES
RELATED TOOLS
COMMON QUESTIONS
The questions that come up before, during, and after running the resource.
Yes if employees use AI with business, customer, employee, financial, or confidential information. The policy can be short and practical.
A full ban often pushes usage underground. Safer defaults, approved tools, and clear escalation usually work better.
No. This is an operating template. High-risk regulated uses should receive specialist legal review.
Human Renaissance turns the checklist into decision rights, owners, inspection cadence, and a board-ready scorecard.
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