Welcome to Your AI Policy + Guardrails Starter Kit

You now have a practical system to help you put clear rules around how AI is used in your business.
 
 Step 1 Watch the onboarding walkthrough     
Step 2 Download your Starter Kit Workbook 
 

Start Here

You do not need to complete everything at once.

Work through these steps in order:

  1. Download your Starter Kit Workbook.
  2. Be sure to have watched the onboarding walkthrough above.
  3. Complete the workbook tabs.
  4. Review your Safe-to-Upload Checklist before using business information with AI.
  5. Create your AI Context File.
  6. Use the AI Policy Builder to create your draft AI Use Policy.
  7. Review anything flagged NEEDS EXPERT REVIEW.
  8. Bring implementation questions to Office Hours.

Your Starter Kit Resources. Everything you need is here.

AI Policy + Guardrails Workbook

This is the core of your Starter Kit.

Use it to document how your business is using AI, identify risk, establish your Allowed / Caution / Never rules, define where human review is required, and build the context needed for your AI Use Policy.

 

DOWNLOAD YOUR WORKBOOK

AI Policy Builder

Once your workbook is complete, use the Policy Builder to turn your decisions into a draft AI Use Policy for your business.

The Builder will ask questions where information is missing and flag areas that may require professional review.

 

ACCESS AI POLICY BUILDER

Start Here Guide

Prefer a simple checklist?

Download the one-page guide and use it alongside the workbook.

DOWNLOAD 1-PAGE GUIDE

Office Hours

90 Days Access to our Live Call every Thursday at Noon Atlantic, 8am Pacific. 

* These calls are not recorded. 

Thursdays Noon AT, 8am Pacific
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Need Help Implementing It?

Your Starter Kit includes access to AI Governance Implementation Office Hours for 90 days.

Bring questions about:

  • Working through the Starter Kit
  • Setting your AI guardrails
  • Building your Allowed / Caution / Never rules
  • Human review requirements
  • AI adoption and team implementation
  • Updating your policy as AI use changes

Please do not share confidential, personal, client, employee, financial or proprietary information during group Office Hours.

Individual legal, privacy, HR, cybersecurity or business-specific consulting is outside the scope of Office Hours.

JOIN / REGISTER FOR OFFICE HOURS

Your AI Policy Is Not a One-Time Exercise

Your business will change.

Your AI tools will change.

How your team uses AI will change.

Come back to your workbook when you introduce a new AI tool, change a workflow, start using new types of data, add team members or identify a new risk.

As a general practice, review your AI rules and policy at least every 6 to 12 months.

Before You Finish

Draft Policy and Guardrails

Your Starter Kit is designed to help you build a practical starting point for responsible AI use.It does not provide legal advice, regulatory certification or a guarantee of compliance.

Expert Review

Anything identified as NEEDS EXPERT REVIEW should be reviewed by the appropriate legal, privacy, HR, cybersecurity or other qualified professional before implementation.Need More Support?

License

Your Starter Kit is licensed to the purchasing business for its own internal use.You may adapt the materials for use within your business..Multi-business and partner licensing is available separately.© 2026 Evalu8-Evolve. All rights reserved.

Need Extra help?

We have you covered. 

If your business needs help moving from the Starter Kit into customized AI governance, workflow implementation or broader AI strategy, additional advisory support is available.

EXPLORE AI ADVISORY SUPPORT