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playbooks/executive/board-ai-briefing-template

Board AI Briefing Template

A plain-English board update that turns pilot activity into the three things directors actually need: what we did, what it returned, and what risk now sits where.

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board-ai-briefing-template.mdTemplate · 6 min

Contents

  1. 01What this briefing covers
  2. 02When to use it

For: Executives reporting AI activity to the board or a board committee

PlaybooksExecutive / LeadershipTemplate

01

What this briefing covers

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

  • Where AI is in use today, by function, in one table.
  • Measured results — time saved and quality / correction rate — not anecdotes.
  • The current risk posture and the controls in place against it.
  • The decisions in front of the board: scale, hold, or stop.

02

When to use it

  • Ahead of each board or risk-committee meeting where AI is on the agenda.
  • When requesting approval to scale an AI workflow beyond a pilot.

Executive / Leadership Playbook

Practice this in the course.

The AiBI-Foundation course walks through the same prompts, with reviewed work you can take to your team.

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Board AI Briefing Template — Executive / Leadership Playbook — The AI Banking Institute