Other AI tools in use (if any)
How are staff currently using AI? *
— Select —
Nobody is using AI yet — we want a policy before we start
A few people use it informally, no rules in place
Staff use it regularly but we have no written policy
We have informal rules but nothing official
Do you want to allow AI use for client-facing work?
— Select —
Yes — but with review and approval
Yes — staff can use judgment
No — not for anything sent to clients
Not sure — need guidance
Who should approve AI use for high-stakes tasks?
— Optional —
Direct manager / team lead
Department head
CEO / MD
IT Manager
Compliance Officer
No approval required
Desired tone of the policy
— Optional —
Practical and friendly — easy to read
Formal — corporate/legal language
Strict — clear rules and consequences
Anything else you want included or specifically addressed?