We want to establish clear boundaries for where AI cannot be used without human sign-off, especially in customer-facing and financial decisions. How do we write a simple, one-page AI policy that keeps us aligned without slowing down our team's daily momentum?

Question

Tyler Smith · Accepted Answer

We do not need a complex, forty-page legal document that nobody on your team will ever read. Instead, you need a highly practical, one-page AI policy built on the three pillars of Our Charter: Trust, Same Page, and Yes to Strategy and Structure. This policy must clearly define the line between acceptable assistance and unacceptable delegation.

The first rule of your policy should be that any output generated by AI must be owned, verified, and signed off on by a human sitting in a designated seat on your Accountability Chart. If a client-facing proposal, a financial forecast, or an operational checklist goes out with an error, the accountability lies 100 percent with the human owner of that seat, not the software.

The second rule must restrict where data is entered. Your team must never paste proprietary client data, protected employee records, or custom internal processes into public, non-enterprise AI platforms.

The third rule is transparency. If your team is using AI to generate client deliverables or communication templates, they must have a shared understanding with the client about where the automation stops and where human expertise begins.

Keep this policy on a single sheet of paper. Review it with your leadership team during your next quarterly planning session. Ensure every team member GWCs their seat with these rules in mind. By keeping it simple, you protect your business assets without choking the creative drive of your people who want to find faster, more efficient ways to execute their quarterly Rocks.