Template · 6 min

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.

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

Template preview

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.

What this briefing covers

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.

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.

Section 1 of 2

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.

Section 2 of 2

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

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.

Start your Executive / Leadership path Back to the playbook

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