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Training / HR PlaybookTemplate

Template · 3 min

Safe-Use One-Pager

The single sheet every new hire gets — the green / yellow / red data rules, the approved-tool list, and who to ask when in doubt.

For: All staff; owned by Training / HR

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Safe-Use One-Pager

The single sheet every new hire gets — the green / yellow / red data rules, the approved-tool list, and who to ask when in doubt.

01

What the one-pager states

  • Green / yellow / red: what data may, may with care, and may never enter an AI tool.
  • The approved-tool list and how to request an addition.
  • The one rule that overrides all others: never paste customer or regulated data into a general-purpose tool.
Section 1 of 1

What the one-pager states

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

  • Green / yellow / red: what data may, may with care, and may never enter an AI tool.
  • The approved-tool list and how to request an addition.
  • The one rule that overrides all others: never paste customer or regulated data into a general-purpose tool.
  • The named person or channel to ask when uncertain.
Training / HR 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 Training / HR pathBack to the playbook
Safe-Use One-Pager — Training / HR Playbook — The AI Banking Institute