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Learning module · Novice

Set up approved AI accounts and an AI task force

Give people business AI accounts, a monthly task force and a handbook section, so AI use is visible and safe and aimed at real returns.

20 min to work through2 videos6-step game plan

Watch

Video coming soon. This part of the class is being edited.
1. From the class: business accounts and a task force · 4:50
Video coming soon. This part of the class is being edited.
2. From the class: one platform or many, interns and ROI · 11:40

Why it matters

What this protects

If a company doesn't pay for AI accounts, its people use personal ones, with company data in them. Free and low-tier plans don't come with the HIPAA, PCI or SOC 2 terms a business needs. The business plans from OpenAI, Anthropic and Google say they don't train on your data.

A signed policy doesn't change behavior on its own. A task force that meets every month does: it chooses the tools, sets the rules, shows what works and brings the rest of the company along. JP doesn't try to force everyone onto one platform; the tools change too fast. He puts strong people over security and his hungriest daily users on the task force.

Aim for return, not just speed. An electric motor in an old loom made it 30 to 50 percent faster; the big gains came when factories were redesigned around the motor. Treat AI like a high school intern with six PhDs: capable, but without the context to make good decisions on day one.

Game plan

Do it in 6 steps

  1. Buy business accounts for the AI tools people already use, and turn on two-factor sign-in for every account.
  2. Name a task force: a decision maker, someone from security or IT (or an outside adviser), a senior domain expert, and your most active daily AI user, often an intern or junior hire.
  3. Meet monthly with a standing agenda: tools in use and their owners, new requests, incidents and near misses, rule changes, and one live demo.
  4. Add an AI section to the employee handbook and have everyone acknowledge it. Start from the AI acceptable-use policy template.
  5. Pair junior power users with senior domain experts to build and tune agents together.
  6. Pick one workflow to redesign around AI rather than just speed up, and measure what the AI produces and the return.

Prompts

Copy and use

Replace the [bracketed] parts. Each prompt keeps you in control: nothing is sent, deleted or shared without your approval.

Task force agenda and handbook section

Any business chat assistant.

Draft an agenda for our monthly AI task force: the tools in use and who owns each, new tool requests, incidents and near misses, policy changes, and one live demo.

Then draft a one-page employee handbook section on AI use: approved accounts, what data may go where, and how to report a mistake. Keep it plain enough that everyone can acknowledge it.

Who sits on the task force, and what to redesign first

Any business chat assistant.

Here is our team and the AI tools each person uses: [list].

Suggest who should sit on our AI task force, including one daily power user and one security reviewer. Name the three policies to set first, and one workflow we should redesign around AI rather than just speed up.

Check your work

You're done when

Taught live in the AI Practicum on Thursday, October 15, 2026. The videos above are clips from that class.

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