For nonprofit and small-business leaders whose staff are already using AI, often without shared rules.
Not just an AI policy. A routine your team actually runs.
A plain-language AI policy your leadership or board can adopt, with briefing materials, staff guidance, a named owner, and a routine that keeps it working.
- A leadership or board deck and resolution, ready to present and adopt
- A one-page staff guide and a 45-minute staff training
- A simple routine: one owner, one agenda line, a short review
You pay $149. The eight files arrive by email within a few minutes of purchase. You fill in five decision boxes, brief your leadership or board with the deck, and name your owner.
Secure checkout with Stripe · Download link by email · Editable Word and PowerPoint.
"I knew that an AI policy was necessary for our organizational success but had no idea where to start. Luisa had a wealth of knowledge and crafted a policy based on our own needs and priorities."
Gilberto Vega, MusiCoLab, custom AI policy client
Summary of the policy's data rules
What information can go into AI
Sort information before you enter it. Three levels, one rule each.
- Green · Public
- Website content, published reports, general questions.
- OK in approved tools.
- Yellow · Internal
- Drafts, procedures, agendas. Totals with no names.
- Organization account only.
- Red · Confidential
- Anything about the people you serve, donors, or staff. HR, financial, and legal matters.
- Never, unless approved in writing.
Your team is already using AI. A policy only works when someone owns it.
The problem
- Staff are already using AI tools. Some you chose. Some arrived as new features inside software you already pay for.
- Most policies get adopted and forgotten. Leadership or the board signs off, the file goes in a folder, and nobody looks at it again.
- Free templates give you words, not a system. There is no owner, no review, and no way for your leadership or board to see that the policy is working.
The routine in this kit
- One owner. One named person is responsible for AI questions and requests.
- One standing agenda line. "AI: new tool requests, questions, incidents." A few minutes at a meeting you already hold.
- A short review. Twenty minutes, twice a year or quarterly, to check what changed.
- Two or three measures. Simple signs that the policy is being used.
- A one-page yearly update for your leadership team or board, so they see how it is going without extra meetings.
Five decision boxes tailor the policy. You also get materials for your leadership or board, staff guidance, a named owner, and a routine.
What's inside, by who uses it.
For the policy owner
Make five decisions. The routine keeps it alive.
AI Acceptable Use Policy
Approved tools list, request form, incident log, and an optional higher-risk appendix.
Keep It Running Guide
The routine and a 90-day rollout.
AI Policy Checklist and AI setup prompt
The same 23-point checklist as the free download, then customize with ChatGPT, Claude, or your preferred tool.
For your staff
One page at their desk, one session to make it stick.
Staff Quick Guide
Do's and don'ts, plus the traffic-light rule.
Staff Training Guide
12 scenario cards with answer keys.
For your leadership or board
Brief your leadership in one meeting, then adopt it.
Leadership Training Deck
A 20-minute briefing with speaker notes.
Board Resolution
For nonprofits. Adopts the policy and names its owner.
Editable Word and PowerPoint files, plus PDFs. Add your logo and colors in a few minutes. Works for nonprofits and mission-driven businesses.
Summary of the policy's data rules
What information can go into AI
Sort information before you enter it. Three levels, one rule each.
- Green · Public
- Website content, published reports, general questions.
- OK in approved tools.
- Yellow · Internal
- Drafts, procedures, agendas. Totals with no names.
- Organization account only.
- Red · Confidential
- Anything about the people you serve, donors, or staff. HR, financial, and legal matters.
- Never, unless approved in writing.
You pay $149. The eight files arrive by email within a few minutes of purchase. You fill in five decision boxes, brief your leadership or board with the deck, and name your owner.
Start with the kit.
Most teams start with the kit. Add a review if you want a second set of eyes, or book a Sprint or Rollout if you want it built with you.
Kit
A policy your leadership or board can adopt, staff who know the rules, and a named owner who keeps it current. All eight editable files in Word and PowerPoint. Download link by email.
The kit gets you to an attorney review with your decisions already made, so their time goes to checking it, not drafting from scratch. This is not legal advice or a compliance guarantee.
Get the kitKit + Expert Review
The kit, plus one 90-minute session with Luisa and one round of written markup within 5 business days.
The fee is credited in full toward Policy Sprint or Policy + Rollout if you book within 90 days.
Luisa takes 3 Expert Reviews a month.
Get Kit + Expert ReviewDownload link by email. All kit sales are final. Here's exactly what's in the kit.
Want us to build it with you?
Ilumina is an operational leadership firm. AI policy is one way we help teams run well. For teams that would rather hand off the work, Luisa builds the policy with you and helps roll it out.
Policy Sprint
Starting at $2,950
A finished policy built with you in about 3 weeks.
One Sprint opening each month.
Policy + Rollout
Starting at $6,500
The Sprint plus staff interviews, a tool review, live staff training, a 90-day rollout plan, and two 45-minute check-ins.
One Rollout opening each month.
Ongoing Support
Let's talk it through
Continued help keeping your policy and routine current.
Larger team or more interviews needed? We'll scope a custom quote on your discovery call.
Want it built with you? Book a call
Built on 15+ years in operations, strategy, and organizational development, leading organizations where privacy mattered.
Luisa Sease has more than 15 years of experience in operations, strategy, and organizational development. She has led operations for organizations that handle highly sensitive client data, including multi-million-dollar programs run with law enforcement. Today she advises nonprofits, foundations and small businesses on AI strategy and leads AI readiness and policy projects. Ilumina Partners is an operational leadership firm; AI policy is one way we help teams run well. She is based in Raleigh, Durham, Chapel Hill, with in-person board briefings available locally.
What a client said.
"Stepping into a new role with MusiCoLab, I knew that an AI policy was necessary for our organizational success but had no idea where to start. Luisa had a wealth of knowledge and crafted a policy based on our own needs and priorities. She was nimble, adaptable, clear, and reliable throughout the entire process."
Gilberto Vega, MusiCoLab, custom AI policy client
Straight answers to common questions.
There are free AI policy templates. Why pay for this?
Some free templates are good. A template gives you words. This kit also gives you an owner, a review routine, materials for your leadership or board, and staff training, so the policy keeps working after it is adopted.
We're very small. Do we need this?
Small teams have the least room for a privacy mistake and the most to gain from time saved. The kit is built to be run by a busy team without extra staff.
How long does setup take?
Most of the work is filling in five decision boxes and one meeting with your leadership or board. The Keep It Running Guide includes a 90-day rollout plan and a first-30-days checklist so you can pace it.
Who on our team should own this?
One named person, often whoever already handles operations, HR, or administration. It does not need to be a technical role. The Keep It Running Guide explains what the owner does.
We serve survivors, minors, patients, or legal clients. Does it cover us?
An optional higher-risk appendix adds extra care for sensitive information. Use it alongside the main policy.
Is this legal advice?
No. The kit is a practical starting point, not legal advice. We recommend having an attorney review your final policy before adoption.
Can we get a refund?
All kit sales are final, because you get the files as soon as you buy. Here's exactly what's in the kit before you buy. If you want help making it fit, Kit + Expert Review adds one 90-minute session with Luisa and one round of written markup within 5 business days.
Start with the kit, or have us build it with you.
Adopt a policy your leadership or board understands and your team actually uses.
You pay $149. The eight files arrive by email within a few minutes of purchase. You fill in five decision boxes, brief your leadership or board with the deck, and name your owner.
This is not legal advice or a compliance guarantee.
Not ready yet? Get your free AI Policy Checklist.
It's the same checklist that comes in the kit.
License terms
- For use inside the buying organization only.
- No resale or sharing of the files outside your organization.
- All sales are final.
- Not legal advice. We recommend an attorney review before adoption.
- Full terms are in the README included with the kit.