Excel / Google Sheets workbook + Word policy + PDF guide
AI Use Register Kit
Most AI policy templates are a single document. This kit starts with the list: a register of the AI tools your team uses, what each is approved for, what data may go into it, and when you last checked it. The usage policy then fills in from those decisions, and a short staff card and sign-off page put it into practice.
What's included
Workbook with 6 tabs: Start Here, AI Tool Register, New Tool Requests, Vendor Questions, Before You Paste, Quarterly Review
Register columns for owner, approved uses, allowed data, account type, vendor training and retention, and next review date, with an overdue flag
Ten plain-language questions to ask an AI vendor before you approve a tool
A 10-point quarterly review checklist
AI usage policy in Word with bracketed fill-ins that point to your register, plus a staff acknowledgment page
Start Here guide (PDF): register your AI in an afternoon, with the license and terms
What you need
Microsoft Excel, or a free Google account to open it in Google Sheets
Microsoft Word, Google Docs, or another word processor
Delivery
Instant download after purchase: a ZIP with the workbook, the Word policy, and the PDF guide.
An organizing tool and starting draft, not legal advice. Have the finished policy reviewed by a qualified professional where you operate. For your own business use; please don’t share or resell.