Executive / Leadership PlaybookTemplate

Template · 5 min

AI Use Guardrails One-Pager

The institution-wide guardrails leadership approves as policy — data-safety tiers, the human-review rule, and the approved-tool boundary — on a single page every employee can read.

For: Executives and AI governance committees

Template preview

AI Use Guardrails One-Pager

The institution-wide guardrails leadership approves as policy — data-safety tiers, the human-review rule, and the approved-tool boundary — on a single page every employee can read.

01

What this one-pager sets

  • The green / yellow / red data classification rule — what may, may with care, and may never go into an AI tool.
  • The human-review rule: which AI-assisted outputs require a named reviewer before use.
  • The approved-tool boundary and how staff request an addition.
02

Why leadership signs it

  • If leadership does not set the guardrails, staff will improvise their own — inconsistently, and usually after the first incident. Approved guardrails turn judgment calls into policy.
Section 1 of 2

What this one-pager sets

This template is structured. The working copy is being finalized by our subject-matter editors — directionally accurate today, refined shortly.

  • The green / yellow / red data classification rule — what may, may with care, and may never go into an AI tool.
  • The human-review rule: which AI-assisted outputs require a named reviewer before use.
  • The approved-tool boundary and how staff request an addition.
  • The escalation path when a use case does not fit the guardrails.
Section 2 of 2

Why leadership signs it

If leadership does not set the guardrails, staff will improvise their own — inconsistently, and usually after the first incident. Approved guardrails turn judgment calls into policy.
Executive / Leadership Playbook

The artifact is the start. The course is where it sticks.

Use this template, then walk through the practice loop in the AiBI-Foundation course — the same prompts, with reviewed work you can take to your team.

AI Use Guardrails One-Pager — Executive / Leadership Playbook — The AI Banking Institute