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Resources

Templates you can use today. No form to fill in.

The questionnaires and templates we hand to clients, as PDFs. Print them, adapt them, give them to your board.

PDF

The ten vendor questions

Questionnaire · PDF

The ten vendor questions

Send these in writing before the second call. With a scoring column and the three additions for unions and funds.

PDF

One-page AI use policy: the structure

Template · PDF

One-page AI use policy: the structure

The eight sections, the desk card, and what sits behind them. Fill it in with your approved tools and your names.

PDF

Six fiduciary questions and a board resolution

Board template · PDF

Six fiduciary questions and a board resolution

The six questions for the minutes and a one-page AI resolution a board can adopt as written.

Next step

Want these filled in for your organization?

The AI Use Policy Sprint and the Privacy & Security Review deliver every one of them, written for your people.

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