Workshop

AI Policy Workshop

Your employees are already using AI. A structured workshop helps you define how, before unclear boundaries create data, quality, or liability problems.

Produces a draft AI policy document your business can implement immediately. Available in-person and remotely.

Most small businesses already have an AI problem they have not named yet.

Employees are using ChatGPT, Copilot, and Gemini to draft emails, summarize documents, write proposals, and answer customer questions, often without any guidance from the business owner. Customer data gets pasted into public AI systems. AI-generated content gets published without review. Tools multiply without oversight.

None of this is malicious. It happens because AI tools are useful and guidelines do not exist. An AI Policy Workshop closes that gap with a session your whole team can attend and a document they can follow.

What the Workshop Covers

Five areas addressed in a single structured session. No prior AI expertise required.

01

Approved AI Tools

We document which AI tools are permitted for use by your team: ChatGPT, Copilot, Gemini, Claude, and others, and which require explicit approval before use. Having an approved list prevents shadow IT and inconsistent tool sprawl.

02

Data Handling Rules

The single biggest AI risk for small businesses is employees submitting sensitive data (customer information, financial records, proprietary processes) to public AI systems. We define clear rules for what data may and may not be shared with AI tools, and why.

03

Acceptable Use Guidelines

We establish what AI may be used for (drafting, summarizing, research, code assistance, image generation) and where human review is required before AI output is used, shared, or published on behalf of the business.

04

Roles and Oversight

A policy without ownership does not get followed. We define who is responsible for maintaining the AI policy, who approves new tool requests, and who handles questions or violations. Simple, practical accountability.

05

Draft Policy Document

The workshop concludes with a draft AI policy written in plain language, not legal boilerplate. It is structured for immediate use and formatted so it can be added to your employee handbook, shared in a team meeting, or passed to legal counsel for final review.

Who Should Attend

Business owners, operations managers, and anyone responsible for team processes and compliance. For larger teams, including an HR representative and a department head helps ensure the policy reflects how work actually gets done.

The workshop is designed for non-technical attendees. No prior AI expertise is required from anyone in the room.

Available in-person for Northern Ohio businesses and remotely for teams anywhere in the United States.

Business Owners
Set the policy before problems arise
Operations Managers
Ensure consistent AI use across teams
HR Representatives
Integrate policy into employee onboarding
Department Heads
Provide input on how AI is actually used

Common Questions

What is an AI Policy Workshop?
A structured session that helps a business create a formal internal policy for how employees may use AI tools. It covers which tools are approved, what data employees may and may not share with AI systems, acceptable use guidelines, and produces a draft AI policy document the business can implement immediately.
Why does a small business need an AI policy?
Employees at most small businesses are already using AI tools like ChatGPT, Copilot, and Gemini, often without any guidelines. Without a policy, businesses face risks including confidential data being submitted to AI systems, inconsistent use that creates quality problems, and liability from AI-generated content published under the business's name. A clear policy protects the business and gives employees the direction they need.
What does the workshop produce?
A draft AI policy document tailored to your business that covers approved tools, prohibited uses, data handling rules, content review requirements, and employee responsibilities. Written in plain language, ready to implement or pass to legal counsel for final review.
Who should attend?
Business owners, operations managers, and anyone responsible for team processes and compliance. No prior AI expertise is required. The workshop is designed for non-technical attendees.
Is it available remotely?
Yes. The AI Policy Workshop is available in-person for Northern Ohio businesses and remotely for teams anywhere in the United States.

Give your team a clear guide for using AI responsibly.

Pricing varies by team size and format. Contact us to discuss your situation and get a quote.

Request a Quote