Operational Tools Resources
AI Data Requirements Checklist
Comprehensive AI data requirements checklist for evaluating data readiness before model development. Covers data identification and inventory, quality assessment (completeness, accuracy, consistency, timeliness), privacy and compliance requirements (PII, GDPR, HIPAA), AI-specific requirements (representativeness, bias identification, training/test splits, labeling quality), and security controls. Structured assessment template with sign-off workflow for data owners, privacy, and AI governance...
AI Vendor Evaluation Scorecard
Comprehensive Excel scorecard for evaluating AI vendors across 7 categories: Technical Capabilities, Security & Privacy, AI Governance, Data Handling, Compliance & Legal, Support & Service, and Commercial terms. Weighted scoring (1-5) with auto-calculated totals. Includes vendor comparison matrix for side-by-side evaluation and scoring guide with clear thresholds (Approve/Conditional/Caution/Reject). Essential for procurement teams selecting AI tools and platforms.
Employee AI Quick Reference Card
One-page quick reference card for employee AI use covering approved uses, prohibited activities, data handling rules, and the 5 golden rules of workplace AI. Includes checklist of questions to ask before using AI, data classification guide (public, internal, confidential), approved tools list template, and incident reporting contacts. Ready to print, post, or distribute as part of AI awareness training. Customizable template for your organization's specific policies.
AI Governance Committee Charter & Agenda Template
Ready-to-use charter template for establishing your AI Governance Committee with proper authority, composition, and responsibilities. Defines committee authority to approve/reject AI projects, grant policy exceptions, and require remediation. Includes standing member roles (CAIO, CTO, CRO, Legal, CISO, Privacy, CDO), meeting cadence, decision-making procedures, and quarterly Board reporting requirements. Bonus: Complete meeting agenda template with timing and discussion structure.
Chief AI Officer Job Description Template
Ready-to-use job description template for Chief AI Officer positions. Defines CAIO responsibilities across strategic leadership, AI governance and risk management, regulatory compliance, operational excellence, and culture enablement. Includes required qualifications (education, experience, technical knowledge, leadership skills), preferred qualifications, and compensation guidance. Professionally drafted template ready for customization and posting to executive recruiting channels.
AI Transparency Disclosure Templates
Ready-to-use disclosure templates for transparent AI communication with customers. Includes 6 templates: Website AI Disclosure (policy page), Chatbot/Virtual Assistant notices (short and detailed), AI-Generated Email footers, In-App AI Feature disclosures (tooltips and modals), Automated Decision explanations, and Terms of Service AI clauses. Each template customizable with bracketed placeholders. Includes implementation checklist. Essential for EU AI Act and state law compliance.
Third-Party AI Contract Addendum
Ready-to-use contract addendum for AI and ML vendor agreements. Covers critical provisions including data rights and usage restrictions (no training on customer data), transparency and explainability requirements, performance and accuracy standards, bias and fairness representations, security requirements, regulatory compliance obligations, IP ownership, and human oversight support. Professionally drafted template ready for legal review and customization to your vendor relationships.
AI Model Card Template
Comprehensive model card template for AI system documentation and transparency. Captures model identity, purpose and use case, training data details (sources, volume, PII, known biases), performance metrics (overall and by subgroup), fairness analysis, limitations and risks, human oversight requirements, and version history. Aligned with emerging regulatory requirements for AI documentation. Essential for EU AI Act compliance, internal governance, and stakeholder communication.
AI System Inventory Registry
Comprehensive Excel template for maintaining AI system inventory across your organization. Multi-sheet workbook includes AI System Inventory (system details, risk tiers, ownership), Risk Assessments (bias, privacy, security, performance scoring), Vendor Tracking (contracts, costs, due diligence status), automated Dashboard (key metrics, governance status, compliance overview), and Reference Data for dropdowns. Essential foundation for AI governance and EU AI Act compliance.