We do not know where AI is being used.
Create one inventory of tools, use cases, owners, data exposure, and business purpose.
Practical AI oversight · Professional Edition
Small Business AI Governance Toolkit
Put sensible controls around AI use without building an enterprise compliance program. Create a clear inventory, review meaningful risks, document decisions, and keep ownership visible as AI use changes.
Buy the AI Governance Toolkit — $24$24 · Excel workbook + PDF guides, forms and policy + PowerPoint training
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Who it is for
Built for smaller organizations that need practical oversight of AI use.
- Owners and operations leaders introducing AI tools
- IT, security, privacy, and compliance managers
- HR and department leaders setting employee expectations
- Businesses responding to customer questions about AI use
- Growing organizations that need clearer ownership and approval records
Problems it solves
A practical response to the questions that slow important decisions.
Teams are adopting AI without a consistent review.
Use a repeatable intake and risk-review process before higher-impact uses move forward.
Approval decisions are scattered across email and meetings.
Record the decision, rationale, conditions, owner, and next review date in one place.
Employees need guidance they can understand.
Provide a practical acceptable-use policy and training materials instead of relying on informal expectations.
AI tools and risks change quickly.
Assign safeguards and review dates so governance continues after the initial decision.
What is included
Know exactly what you are getting.
Built for practical use without specialized software or a consulting engagement.
- Excel AI Governance Control Center for inventory, risk review, approvals, safeguards, action tracking, and reporting
- Step-by-step PDF user guide
- Manager implementation guide
- PDF forms and checklists for consistent reviews
- Editable AI acceptable-use policy template with PDF reference copy
- Employee training presentation
- Methodology and sources guide
How it works
A clear path from initial setup to a documented, repeatable process.
- 01
Catalog the use case
Record the tool, business purpose, owner, users, information involved, and expected outcome.
- 02
Review the risk
Consider impact, sensitive information, human oversight, reliability, vendors, and affected people.
- 03
Document the decision
Approve, approve with conditions, pause, or decline the use case and record the rationale.
- 04
Assign safeguards
Name the controls, owners, evidence, due dates, and follow-up actions needed for the approved use.
- 05
Monitor and revisit
Review material changes, incidents, new capabilities, and scheduled reassessment dates.
Practical uses
Use it when the decision matters, but time is limited.
- Creating a first company-wide inventory of AI tools
- Reviewing employee requests for new AI applications
- Evaluating AI features added to existing software
- Documenting higher-impact or sensitive-data use cases
- Establishing an acceptable-use policy and employee training
- Preparing a clear record for customers, insurers, or internal leadership
Frequently asked questions
What to know before you download.
Do we need an AI governance specialist?
No. The guides explain what to record, what questions to ask, and how to document a practical decision. Higher-risk or regulated uses may still require qualified legal, privacy, security, or industry advice.
Is this only for companies developing AI?
No. It is designed primarily for organizations using third-party AI tools, embedded AI features, and employee-facing services.
Does the toolkit guarantee compliance with AI laws or frameworks?
No. It provides a structured business process informed by established guidance. Requirements vary by location, industry, use case, and the people affected.
Can we customize the policy and workbook?
Yes. The Excel workbook, Word policy template, and PowerPoint training file are editable. The PDF materials provide stable reference copies and working guidance.
What software is required?
Microsoft Excel, Word, and PowerPoint, or compatible software, are needed for the editable files. A PDF reader is required for the guides and forms.
This is a general business resource intended to help organize internal reviews and decisions. It is not legal, insurance, cybersecurity, or regulatory-compliance advice and does not guarantee compliance with any requirement.
Practical Business Works, LLC