AILD AI Leadership and Development
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Updated 2026-02-25

AI Policy Template for SMB Teams

A lightweight but practical policy baseline for data handling, approved tooling, human review, and incident response.

GovernanceCornerstone 10 min For Leadership, operations, legal-adjacent teams

What You Will Get

  • Deploy a policy baseline without enterprise complexity
  • Define usable data boundaries for day-to-day workflows
  • Create incident response steps for AI-related failures

Purpose

Policy is not a document exercise. It is operating infrastructure for safe scale.

Section 1: Data classes

  • Public: allowed in approved tools
  • Internal: use only in controlled environments
  • Restricted: never entered into external AI tools

Section 2: Tool governance

  • maintain approved-tool registry
  • define approval owner for new tools
  • disallow shadow tooling in production workflows

Section 3: Human review rules

Mandatory review before release for:

  • customer-facing outputs
  • executive reporting
  • finance/compliance-related content

Section 4: Incident protocol

  1. Pause workflow variant with risk signal.
  2. Record issue type, impact, and root cause.
  3. Apply remediation and communicate changes.
  4. Update policy and templates to prevent recurrence.

Operational cadence

  • monthly policy audit
  • quarterly policy refresh
  • team training after each major update

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