Resources: working tools for a controlled AI decision

Use these tools to record what you know, what you have checked, and who can make the next decision. They are editorial templates, not certifications, legal forms, security assessments, or substitutes for professional judgment.

Each resource includes instructions and an editable CSV download. Keep completed copies in an approved internal location; do not put client documents, credentials, or private account information into public website submissions.

• AI pilot worksheet: Define the input, expected output, comparison, and stop rule. Use it before running the evaluation.
• Vendor evidence worksheet: Turn marketing percentages into questions you can resolve. Keep vendor statements separate from your own observations.
• Approved AI use register: Record which account can perform which task with which data. Approval for one use is not blanket approval for every use.

• Source review log: Trace consequential statements back to the actual source. Record conflicts and omissions rather than quietly filling them.
• Incident and change log: Track defects, system changes, containment, and retesting. Keep a visible owner for unresolved items.

Save a local copy, open it in your preferred spreadsheet, and adapt the fields to your process. The CSV files contain column headers only; they do not contain sample customer information, hidden formulas, macros, or an evaluation score.

Read the accompanying instructions before adding data. Free-text cells imported from untrusted sources should be treated as data rather than spreadsheet formulas, and completed worksheets should follow your organization's access and retention practices. The website does not receive or store your completed worksheets.

For the reasoning behind these tools, follow Start Here. For source documents and the existing working-tool outlines, visit Sources.