AI Workflow (Internal Only) — Beginner-Safe
Policy
We use AI to speed up drafting and synthesis, but:
- Never paste secrets, tokens, passwords
- Avoid PII (user lists, emails) and detailed logs
- Human review is mandatory
Best uses
- Meeting transcript → summary + action items
- Findings bullets → risk register wording
- Risk register → 30/60/90 plan draft
- Findings → executive summary draft
Do not advertise “AI-native”
We can say: “We deliver quickly with a refined process.”
We do NOT say: “We use AI for your assessment.”
Prompt pack (copy/paste)
Meeting summary:
“Summarize into Decisions, Risks, Open Questions, Action Items (owner type + due date).”
Risk drafting:
“Turn these bullets into a risk entry: Title, Description, Impact, Likelihood, Evidence, Recommendation, Effort.”
30/60/90 plan:
“Create a 30/60/90 plan from these risks. Prioritize high impact + low effort. Include Owner Type.”
Exec summary:
“Write a 1–2 page exec summary for non-technical leadership: restore outcome, top risks, top 5 actions, decisions needed.”