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Safe adoption

AI Governance Checklist

A practical checklist for regulated and data-sensitive teams before staff use AI in live workflows.

Minimum controls

AI governance should be usable by staff. These controls make the first policy conversation concrete before tooling decisions take over.

  • Written use-case statement and owner.
  • Data boundary: public, internal, confidential, personal/client-sensitive or restricted.
  • Human review point and escalation route.
  • Approved tools and prohibited uses.
  • AI-use register for live and proposed workflows.
  • Error, exception and limitation notes.

Restricted uses

Some work should not enter public AI tools and may need private scoping, senior approval or legal/compliance review first.

  • Legally privileged material.
  • Suspicious activity or AML-sensitive material.
  • Vulnerable customer or health-related records.
  • Credentials, secrets or security details.
  • Solely automated regulated decisions.

Buyer-friendly framing

The aim is not to ask the buyer to trust a black box. The aim is to test one workflow under controls they can inspect.

  • Name the data boundary.
  • Keep source evidence visible where possible.
  • Keep human review explicit.
  • Log limitations and exceptions.
  • Make the stop/go decision after evidence exists.
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Next step

Want to apply this to a real workflow?

Book a short fit check and we will pressure-test whether AI can genuinely help, what data is safe to use, and who needs to be involved.

Book a 20-minute Fit Check