Week 1 artefact

Your AI Tools Shortlist

The first piece of your AI Playbook. Fill it in as you work through the practices. It saves in your browser as you type, and you can download it as a Word document at any time. In Week 6 you assemble this and four more artefacts into your Playbook.

Your name

Date

1Your risk profile

Three to five sentences that name your context specifically. This is the foundation everything else rests on. Answer for your own work, not in general.

Public visibility Data sensitivity Regulatory exposure Audience vulnerability Sector trust expectations

2Map your work to the five categories

For each category, mark whether AI helps your work, hurts it, is invisible to you (you are not using it), or is intentionally not used. Where it helps, write one sentence on the specific work.

3Your tool shortlist

Three to five tools. Name each precisely: tool, plus account type or version. End each with a one-line rationale that connects the tool to your risk profile, not to its features.

Example: Conversational AI · Claude, Team plan · Configured to retain no inputs, appropriate for a high-scrutiny sector

4What you are not using AI for

At least one explicit exclusion, with a reason and what would bring it back into scope. Naming what you will not use AI for is as useful as naming what you will.

5Review cadence

A real timeframe and an honest trigger, not a vague "review periodically."

When you will review this shortlist The trigger that would make you review sooner

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Saved privately in this browser on this device. Download the Word copy to keep it, share it, or paste it into a team document.