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Companion to the bookSecurely Integrated AI: Companion Worksheets
Turn the book's principles into practical decisions for your business. Download eleven editable templates covering AI use, vendor reviews, system connections, data handling, incident response, and executive oversight.
Each template includes plain-language guidance, a fictional example, and space to record your organization's decisions, evidence, owners, and follow-up actions.
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Get the worksheets
The editable Word document contains all eleven templates. Save a working copy, replace the bracketed prompts, and expand the response areas as needed.
One file, eleven templates. Opens in Microsoft Word and most other word processors.
- Save a working copyOne copy per policy, vendor, dataset, or workflow you're reviewing.
- Replace the bracketed promptsEvery [entry] field is yours to fill. Expand the response areas as needed.
- Record evidence, not secretsReference where the proof lives. Never paste passwords, keys, or customer data.
- Name an owner and a dateA completed worksheet is a record of a decision — someone has to own it.
Eleven templates, one document
Every template follows the same shape: when to use it, a fictional example, an organization record, and a completion check.
- AAI Acceptable Use PolicyTell employees what AI use is permitted, what requires approval, and how to report a concern.
- BShadow AI PolicyReview unapproved AI use when an employee reports a tool or feature that hasn't been approved.
- CAI Vendor Due Diligence QuestionnaireAssess an AI vendor for the exact product, tier, features, and region proposed.
- DConnector Approval FormApprove a connection between business systems with the smallest set of records and actions it needs.
- EData Classification WorksheetDecide how a dataset or record category may be used, restricted, and handled.
- FAI Incident Response ChecklistRecord an AI incident response alongside your approved incident procedures.
- GProduction Readiness ChecklistDecide whether a workflow is ready for live business use, or for a material expansion of scope.
- HExecutive AI QBR TemplateRun an executive quarterly business review and decide what to continue, improve, restrict, or stop.
- IBias and High-Impact Decision ReviewReview AI-supported decisions that may affect someone's rights, opportunities, access, safety, or livelihood.
- JAI Procurement and Annual Revalidation WorksheetReview a purchase or renewal by comparing verified benefit with the full cost of operating the workflow.
- KNinety-Day Implementation WorksheetPlan the first ninety days around three decision points, with owners and evidence for each.
A starting point, not a certification
These templates provide a general best-practice starting point. Adapt them to your organization's legal, regulatory, contractual, and industry-specific requirements. Completing a worksheet does not establish compliance or guarantee that a safeguard works.
Keep completed worksheets and supporting evidence in an approved, protected location. Do not include passwords, access keys, recovery codes, or unnecessary personal or customer information.
A companion to Securely Integrated AI by Jason Radney, CEO of Coast2Coast MSP.
Want help working through them?
The worksheets are free. If you'd rather have an engineer sit on your side of the table, that's what the assessment is for.