AI Acceptable Use Policy Template & Shadow AI Worksheet

Your employees are already using AI tools. Cyberhaven found 27.4% of corporate data entered into AI tools in March 2024 was sensitive, up from 10.7% a year earlier. Most of it goes through personal accounts you cannot see, with model training on by default.

This kit takes a small business from "no idea what's in use" to a published, signed AI policy in one working session.

What's inside:

• AI Acceptable Use Policy Template (Word): 12-section fill-in-the-blank policy with data classification rules, incident reporting, employee acknowledgment page, and a pre-publish checklist. Covers HIPAA, CMMC/DFARS, IRS Pub 4557, and PCI data where relevant.
• Shadow AI Discovery Worksheet (Excel): inventory every AI tool including browser extensions and embedded AI features, automatic risk scoring, and an Approved Tools Register that drops into the policy as Appendix A.
• Start Here guide (PDF): the 5-step rollout, in order, with the reasoning.

Built for owners and office managers of 5-50 person firms in regulated industries. No IT department required.

Instant download. Word + Excel + PDF.