Our leadership team wants to establish an AI policy that does not just list prohibitions but defines the standard for where AI-generated work must be disclosed to clients or peer-reviewed internally. How do we structure this policy so it aligns with our Core Values?

Question

Tyler Smith · Accepted Answer

To build an AI policy that sticks, you must tie it directly to your Core Values and document it as a sub-process of your HR policy. Start by defining the line between assistance and delegation. Your team must understand that while AI can assist with drafting, brainstorming, or research, the human owner on the Accountability Chart remains fully responsible for the final output. This is where your Core Value of accountability comes in.

Next, establish a clear threshold for client disclosure. If your company is hired for original creative, strategic, or advisory work, your clients expect human expertise. If AI is used to generate more than twenty percent of a final client deliverable, establish a rule that this must be disclosed transparently. This reinforces your Core Value of honesty.

For internal peer reviews, treat AI-generated content just like work from a junior intern. Before any AI-drafted code, contract review, or financial model is finalized, it must undergo a mandatory human-in-the-loop review by a team member who has the appropriate seat and GWC. Keep the policy on a single page. It should focus on three clear rules: protect client data by never pasting proprietary information into public models, disclose AI usage when it crosses your defined threshold, and mandate peer review for high-impact outputs. Introduce this policy during your next State of the Company address, explain the why behind it, and have every team member sign off on it to ensure complete alignment.