AI Use & Oversight Workbook
A Practical System for Tracking AI Tools, Reviewing Uses, Documenting Human Oversight & Following Up on Risks
AI use creates ongoing questions for organizational leaders: Which tools are being used? What information do they access? Who approved each use? What human checks are required? What happens when something goes wrong? The AI Use & Oversight Workbook helps nonprofit boards and organizational leaders organize those responsibilities into a repeatable documentation process, with responsibilities assigned according to the organization's own policies and authority.
Paperback price on Amazon
$19.99
Who this book is for
- Nonprofit boards of directors
- Organizational leaders and executives
- Governance and technology oversight committees
- Organizations beginning to document AI use
What problem it helps solve
- AI tools in use are not inventoried or centrally recorded
- Approved uses, information access, and authorization lack documentation
- Required human checks and oversight are informal and unrecorded
- AI risks and incidents lack a clear follow-up process
What's inside
- AI tool inventory
- Authorized use and approval register
- Privacy and data-risk checklist
- Human oversight and decision log
- AI incident and corrective action log
- Quarterly board AI oversight review
- Practical forms, a consistent worked example, and four quarterly review packets
How to use it
- Inventory AI tools and record proposed and approved uses
- Document human oversight and required checks
- Log incidents and assign corrective follow-up actions
- Use the quarterly review packets for board AI oversight reviews
- Supports organizational documentation and discussion — it does not replace an organization's policies, professional advice, or applicable requirements, and it does not certify compliance
Institutional use
Planning an AI oversight workshop or governance program? Inquire about participant copies of the AI Use & Oversight Workbook to support documentation exercises and ongoing organizational follow-up.
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