📦 Modular Governance Resources

Toolkit Packs

Structured packages of templates, checklists, and guidance designed for different readiness needs — from a first-time self-assessment to full vendor procurement review.

All materials are educational and informational. Not legal advice.

🚀 Starter Pack 🤝 Vendor Assessment Pack
6 Sector Packs
📋 Templates ✅ Checklists

🚀 Starter Pack

Your foundation for AI governance readiness. Start here if you are new to this topic or just beginning to organise your AI use.

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One-Page Executive Checklist

A concise management-level checklist covering the essentials of AI governance in one printable page.

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AI Tool Inventory Starter

A lightweight template to begin cataloguing AI tools used in your organisation, with key fields for risk tracking.

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Internal Rollout Materials

Email templates, employee guides, and a literacy session outline to introduce AI governance internally.

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Management Briefing Templates

Structured documents to communicate AI governance requirements and responsibilities to leadership.

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Quarterly Review Agenda

A structured agenda for regular AI governance review meetings — keeps readiness posture current.

🤝 Vendor Assessment Pack

Evaluate, compare, and document AI-enabled SaaS tools before purchase or renewal. The most comprehensive pack for procurement teams.

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Comparison Matrix

Side-by-side spreadsheet to evaluate multiple vendors on the same criteria set.

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Scoring Worksheet

Lightweight framework to score vendors on governance criteria and document procurement rationale.

⚠️

Vendor Risk Register

Track vendor issues, mitigations, review dates, and escalation decisions in one place.

Decision Record

Document the vendor decision, approval date, approver, and any attached conditions or caveats.

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Red Flags Checklist

A quick-scan checklist of vendor response patterns and contract clauses that warrant closer scrutiny.

Sector Packs

Context-specific guidance for common AI use case categories. Each sector pack covers key considerations, documentation approaches, and escalation signals.

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Internal Use

Internal GenAI Use

Guidance for ChatGPT, Microsoft Copilot, and internal generative AI tools. Covers policy, data handling, and training use.

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Customer-Facing

Customer Support Chatbots

Specific considerations for AI-powered customer support: customer data, human escalation, and service quality.

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Higher Attention

HR & Recruitment

AI in hiring, screening, and employee management. Bias, discrimination, applicant fairness, and human review requirements.

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Marketing

Marketing & Sales

AI for content generation, targeting, and customer insights. Accuracy, brand voice, data privacy, and transparency.

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Procurement

Vendor Procurement & SaaS

AI in SaaS evaluation, scoring, and procurement workflows — from initial review to ongoing monitoring.

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Higher Attention

Legal & Document Review

AI-assisted document and legal text analysis. Accuracy, human review obligations, and sensitive data handling.

Ready-to-Use Documents

Standalone documents you can adapt immediately — no pack required.

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AI System Inventory (CSV)
Track all AI tools, owners, vendors, review dates, and risk flags in a structured spreadsheet
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AI Risk Screening Form
Practical checklist to screen individual AI tools for readiness concerns and escalation needs
AI Tool Owner Checklist
Responsibilities and review checklist for the person managing each AI tool in your organisation
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SME AI Act Readiness Checklist
General EU AI Act readiness assessment checklist for small and medium organisations
Not sure where to start?

Take the 2-Minute Self-Check

Answer 10 guided questions to find out which pack or starting point fits your organisation's situation.