# AI Usage Policy Template

**TechEd Analyst Template | Version 1.0**

> All templates, playbooks, and guides are provided for informational and operational guidance purposes
> only. They do not constitute legal, financial, compliance, or professional advice. You are responsible
> for determining whether any content is appropriate for your specific situation.

---

## 1. Purpose and scope

**Business:** [your business name]  
**Effective date:** [date]  
**Applies to:** [all staff / contractors / specific roles]

This policy describes how [your business] uses AI tools in day-to-day work. It is an internal operating
document — not legal advice and not a compliance guarantee. Adjust scope and rules to fit your
situation and [check your local obligations with counsel if needed].

---

## 2. Approved tools

| Tool | Approved use | Owner |
|------|--------------|-------|
| [tool] | [use case] | [name] |

**Default rule for unlisted tools:** Ask [owner] before using any AI tool not on this list.

---

## 3. Acceptable uses

- [ ] Drafting internal documents from non-sensitive inputs
- [ ] Summarizing meeting notes the team already has permission to store
- [ ] [add your acceptable uses]

---

## 4. Prohibited uses

- [ ] Pasting customer PII, health data, financial account details, or credentials into consumer AI tools
- [ ] Using AI output as final without human review when the decision affects customers, pricing, or safety
- [ ] [add your prohibited uses]

---

## 5. Data handling rules

**Never paste into AI tools without explicit approval:**

- [list categories — e.g., client names + situations, employee records, unreleased financials]

**Before using a new tool:** Check whether it trains on user inputs by default and whether an opt-out exists.

---

## 6. Human-review checkpoints

Outputs require human review before use when they:

- Go to a customer or external party
- Affect pricing, hiring, or legal commitments
- [add your checkpoints]

---

## 7. Ownership and review

**Policy owner:** [name / role]  
**Review cadence:** [quarterly / semi-annual]  
**Last reviewed:** [date]

---

> Customize every bracketed field. This template is a starting point for team rules — not a substitute
> for legal review of your specific obligations.