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AI Policy and Governance / Plan

Clear rules for AI, so your team can actually use it.

We agree which tasks AI drafts, which it runs and which always need a person, and where your data may go. A security and privacy review checks the setup, so data worries stop being the reason nothing moves.

Manager reviewing an AI usage policy at a desk
BEST FOR

Teams where people use AI on the side, or not at all, because nobody has said what is allowed.

The short answer

What is AI policy and governance?

AI policy and governance sets the rules for how a company uses AI: which tasks AI may draft, which it may run on its own, which always need a person, and where company data may and may not go. A security and privacy review checks the setup before anything goes live, and the rules are written so staff can follow them.

What you get

Rules your team can follow on day one.

Drafts, runs or needs a person

A clear list of which tasks AI drafts, which it runs and which always need sign-off.

Data rules

Where company and client data may go, and where it may not.

Security and privacy review

A check of accounts, access and settings before anything goes live.

Usage guidance for staff

Plain rules and examples people can follow in their daily work.

How it works

Four steps, and a person signs off.

  1. 01

    Map current use

    We find where AI is already used, officially or on the side, and what data it touches.

  2. 02

    Agree the rules

    We work through drafts, runs and sign-off with your leaders, task by task.

  3. 03

    Review security and privacy

    We check accounts, permissions and data flows against the rules.

  4. 04

    Publish and train

    Rules go out as short guidance, and we walk teams through what changes.

By industry

How AI Policy and Governance looks in your sector.

Professional services

Protect client confidentiality, with a person reviewing anything that goes to a client.

See the full workflow
Construction and specialty contractors

Set rules for drawings, specs and pricing, and require estimator sign-off on every tender.

See the full workflow
Finance teams

Keep financial data in approved accounts and check AI answers against the books before use.

See the full workflow
FAQ

Questions about AI Policy and Governance.

Can't find your question? Ask it on your strategy call.

What does a person always have to approve?

You decide, task by task. As a default, anything that is sent, paid, posted or goes live needs someone's sign-off.

Do you review security and privacy?

Yes. We review accounts, access, settings and where data flows, and set the rules before anything goes live.

Does our data leave our accounts?

We build on your own AI account and systems, so your data and licences stay yours. The rules say exactly where data may go.

Can you help with AI clauses in contracts?

Yes. We help you set the AI terms you need with clients and suppliers, alongside your own legal advice.

Ready when you are

Ready to set clear rules for AI? Book a strategy call.

A free 30-minute AI Strategy Call with an AI adoption specialist. No sales pitch, just a clear look at the one workflow worth starting with.

Free, no commitment. We reply within one business day.