Policy checklist
Meeting Notes AI Policy Checklist
A policy checklist for rolling out AI meeting notes and transcription without recording the wrong meetings or exposing sensitive context.
11 checklist items · Updated 2026-08-03
Buyer templates
Put the next AI stack decision into a usable document.
Start with a vendor-neutral checklist for piloting, approving, reviewing, or retiring an AI tool--then adapt it to your team.
Copyable. No signup required.
Start with the decision you need to document.
Featured starting template
AI Tool Pilot Checklist
A step-by-step checklist for piloting a new AI tool with one team before buying seats broadly.
15 checklist itemsUpdated 2026-08-02
Open template6 checks
Before the pilot
4 checks
During the pilot
5 checks
Before scaling
Template library
Keep the rest close at hand.
Use these when a pilot, policy, vendor review, offboarding, permissions check, or decision memo is the next step.
Open template
Rollout checklist
Coding Assistant Rollout Checklist
A rollout checklist for adding an AI coding assistant without weakening code review, secrets handling, or licensing discipline.
13 checklist items · Updated 2026-08-13
Due-diligence checklist
Vendor Pricing and Security Review Checklist
A due-diligence checklist for reviewing an AI vendor's pricing terms and security posture before signing.
10 checklist items · Updated 2026-07-22
Exit checklist
AI Vendor Offboarding Checklist
A copyable exit checklist for turning off an AI vendor without losing data, leaving seats active, or breaking downstream workflows.
12 checklist items · Updated 2026-08-07
Permissions checklist
Connected AI Assistant Permissions Checklist
A copyable permissions checklist for evaluating AI assistants that connect to workspaces, files, repositories, calendars, or other business apps.
14 checklist items · Updated 2026-08-02
Renewal checklist
AI Tool Renewal Review Checklist
A copyable review checklist for deciding whether to renew, reduce, replace, or cancel an AI tool based on current usage, value, risk, and switching cost.
18 checklist items · Updated 2026-08-12
Decision memo
AI Stack Decision Memo Template
A short decision-memo template for recording an AI stack choice and handing the approved decision to the people who must implement, govern, and revisit it.
10 checklist items · Updated 2026-07-29
How these templates are built
Templates describe a buyer's own review process--data handling, approvals, rollout gates--not a specific vendor's features. They are starting points, not a compliance or legal review; confirm current pricing, security documentation, cancellation terms, and contract terms directly with the vendor before signing or shutting a tool down.