AI (Policy)
AI Use Policy + Examples in Practice
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Q.: What MUST to Include in AI Policy?
Ans.: “Short” AI Usage Guidelines for Project Management:
(AI policies cover 5 key areas to prevent the most common AI risks.)
1. Data Privacy: What information you can/can’t share with AI?
– Do NOT Share: Client names, Financial data, Personal information and Proprietary strategies
– Safe to Share: General project structures, anonymous examples, formatting requests
2. Human Review: Which outputs need verification before use?
All AI-generated content MUST be reviewed before:
– Sending to eXternal stakeholders or clients
– Making budget or resource decisions
– Communicating risks or project status to leadership
3. Transparency: When to disclose that AI was used?
Disclose AI assistance when:
– Sharing reports with executives or clients (for example, you can add note: “Drafted with AI assistance, reviewed by [your name]”)
– Making significant process changes based on AI suggestions
4. Accountability: Who’s responsible if AI makes a mistake?
The person using AI is responsible for:
– Verifying accuracy of AI outputs
– Ensuring compliance with data policies
– Final Decisions: AI assists, Humans decide
5. Appropriate Use: What tasks fit AI vs. require Human Judgement?
– Good for: Formatting, summarising, organising, drafting, brainstorming
– Not for: Final decisions, client-facing work without review, handling sensitive data
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