Your AI governance and privacy starter kit
A set of editable starting documents that give your organization a clear, defensible foundation for using AI responsibly. Each one is built to be completed, trimmed to fit, and reviewed by your own counsel before you adopt it.
Please review the notice at the bottom of this page before using these materials.These are starting-point templates, not legal advice. Each one is meant to be completed, adapted to your organization, and reviewed by your own qualified legal counsel before you adopt it as policy. A fuller notice appears at the bottom of this page.
How to use this kit
Fill in
Complete the highlighted fields with your organization's own details, roles, and dates.
Trim to fit
Remove any section that does not apply to you. One block is marked optional for regulated industries.
Have it reviewed
Send the completed documents to your legal counsel for review before you adopt them as policy.
The documents
Three editable Word templatesDownload each document, work through it in order, and keep them together as your organization's governance foundation.
Data privacy policy
How your organization collects, uses, stores, protects, and disposes of personal and confidential information once AI tools are part of the work, including the rules for what AI tools may and may not touch.
Staff AI education guide
A plain-language guide for your team: what AI does in your business, the rules everyone follows, and clear, confident answers for the moments when clients ask about it.
Staff acknowledgement form
A short sign-off confirming that each team member has read and understood the policies before their AI access is switched on. One per person, kept on file.
Who created this kit
This kit was prepared by Sabrina T., a fractional AI integration strategist and co-founder of OP-X Consulting Services, Inc. She works with small professional services firms to bring AI into their work in a way that keeps human judgment, client trust, and professional standards at the center. Her background runs from enterprise software development to design, and her practice today focuses on helping teams rethink how the work gets done so AI supports the people doing it. If your organization wants help putting a foundation like this into practice, that is the work she does.
These are starting points, not legal advice
The governance and privacy documents in this kit are suggested starting points based on current best practice for organizations adopting AI. They are not legal advice and not a substitute for qualified legal counsel. Your organization should review, adapt, and seek independent legal review before adopting any of these documents as policy.
This work has been prepared by Sabrina T., Fractional AI Integration Strategist, OP-X Consulting Services, Inc., in the capacity of AI integration strategy. It does not constitute legal, accounting, security, or compliance services. Decisions in those areas remain the responsibility of your organization and its qualified professional advisors.
