Free nonprofit checklist

    Build one useful AI workflow without losing control.

    Protect institutional knowledge, set clear data boundaries, and run a 30-day pilot that staff can check, maintain, or stop.

    One-workflow pilot card
    Approved-source inventory
    Access and stop rules
    Human review checkpoints
    30-day pilot scorecard
    Handover readiness test

    Get the full checklist

    Start with one handover risk, one owner, and one approved source set.

    What the checklist keeps visible

    Continuity

    Give the next owner the source, decision history, and next review date.

    Boundaries

    Name permitted sources, excluded data, approval points, and stop rules.

    Proof

    Test retrieval time, source coverage, reviewer trust, and handover resilience.

    Start with a Tuesday-morning problem.

    Choose a repeated handover, funder brief, board decision, or policy review where somebody must rebuild context under pressure. Keep the official record in its source system. Let AI draft or retrieve only from material the owner approved.

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