Checklist: The SMB AI Use Policy

Artificial intelligence is rapidly becoming part of everyday business operations, from content creation and customer service to data analysis and productivity tools. Yet many small and midsize businesses are adopting AI without clear guidelines for how it should be used. The SMB AI Use Policy Checklist provides a practical framework to help organizations establish responsible AI practices that encourage innovation while protecting sensitive data, maintaining compliance, and reducing risk.

Designed for business leaders, IT teams, and decision-makers, this checklist outlines the key elements every organization should consider when developing an AI use policy. Whether you’re just beginning your AI journey or refining existing guidelines, this resource can help you create guardrails that employees will understand, follow, and trust.

Download the checklist to learn how to:

• Manage approved AI tools and usage guidelines
• Protect sensitive business data
• Define employee responsibilities and oversight
• Address compliance and risk considerations
• Establish AI governance and accountability
• Evaluate third-party AI vendors
• Maintain human oversight of critical decisions
• Plan for AI-related incidents and risks
• Protect your brand and reputation

Get the guidance you need to help your team use AI confidently, securely, and responsibly