Before You Switch It On
Your AI policy template
This template is based on the AI policy we use at Ingenio Technologies, adapted for any business.
If you’ve read our book, Before You Switch It On, it’s the template from chapter 8. Fill in the highlighted brackets, choose your approved tools, and ask your team to read and sign it.
It’s a Word document, so you can change anything that doesn’t fit how you work.
Get the AI policy template
Enter your details and the download link appears straight away. The template is a nine-page Word document.
What’s in the template
Nine pages in plain English, with the parts you need to change highlighted.
Ten rules
The short version every member of staff should remember, from approved tools to reporting mistakes.
A traffic-light data test
Green, amber and red classes that show which data can go into which AI tool, and what must never go in.
An AI tool register
A sample list of approved tools, the account type to use and the most sensitive data each may hold.
Agents and automation
Controls for AI that can take actions: least access, testing first, and a person approving anything risky.
Meetings and notetakers
When to tell people a call is being recorded, and where transcripts are kept.
Incidents and deepfake checks
What counts as an AI incident, who to tell, and how to check an urgent request to move money.
Want to talk it through?
If you’d like a second opinion on your AI plans, your policy or Copilot, book a 15-minute call with Simon Smyth, our managing director.