TLC AI Governance Sprint Intake Form
Provide the organization details, current AI use, governance practices, risks, and priorities needed to customize a 5-business-day AI Governance Sprint deliverable packet.
Organization & Contact Information
Organization Name
*
Website
Primary Contact Name
*
First Name
Middle Name
Last Name
Primary Contact Email
*
example@example.com
Primary Contact Phone
*
Please enter a valid phone number.
Format: (000) 000-0000.
Industry
*
Please Select
Technology
Healthcare
Financial Services
Education
Retail
Manufacturing
Government
Nonprofit
Professional Services
Other
Team Size
*
Final Approver Name and Title
*
Sprint Participants
*
Current AI Use & Tools
Does your organization currently use AI?
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Yes
No
Which AI tools are currently used?
ChatGPT
Claude
Gemini
Microsoft Copilot
Perplexity
Midjourney
DALL-E
Runway
Canva AI
Notion AI
Grammarly
Zapier
Replit AI
GitHub Copilot
Other
Are these AI tools formally approved for work use?
Yes
No
Do team members use personal AI accounts for work?
Yes
No
What AI use cases are currently in use?
Rank your top 3 AI use cases
What is the most helpful AI use today?
What is the most risky AI use today?
Data, Controls, and Governance Practices
What types of data are entered into AI tools?
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Public information
Internal business information
Client/customer information
Employee information
Operational data
Financial data
Legal or compliance data
Sensitive or regulated data
Other
Describe any existing data handling rules for AI use
Describe confidentiality, privacy, or contractual obligations that apply to AI use
Do you use AI for client-facing or public-facing content?
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Yes
No
If yes, describe the client-facing or public-facing AI use
Describe your current review process for AI-generated outputs
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List the reviewers involved in AI review, with their roles
How are AI outputs disclosed, labeled, or attributed?
Describe the human approval process before AI output is shared or used
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Which high-risk output categories are used or expected?
Legal advice
Regulatory or compliance guidance
Client recommendations
Financial analysis
Hiring or HR decisions
Customer communications
Operational decisions
Safety-related content
Other
Who is the final approval owner for AI use in this area?
Describe any AI incidents, near misses, or concerns to date
Upload current AI policy documents or provide supporting files
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Which AI tools are approved or restricted?
ChatGPT
Microsoft Copilot
Google Gemini
Claude
Perplexity
Custom internal tools
Other
Describe any additional approved or restricted tools
Describe the rules for employees and contractors using AI tools
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What is the current risk tolerance for AI use in this area?
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Please Select
Low
Moderate
High
Not yet defined
Sprint Goals, Priorities, and Risk Review
Key Risks
*
Desired Outcomes
*
Deliverable Priorities
Preferred Format
*
Brief summary
Detailed report
Slide deck
Workshop session
Other
Professional Review Flags
Legal/Regulatory
Privacy
Student Data
Medical
Financial Services
Employment
Government Contracts
Security-Sensitive
Minors
Litigation
Breach Concern
Industry Compliance
Safe Materials or Links
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Final Acknowledgements
Final confirmation
*
I understand the sprint provides practical operational guidance only and does not constitute legal advice
I understand the sprint does not certify compliance or guarantee approval by regulators
I understand sensitive data should not be uploaded without proper authorization
Acknowledgement signature
*
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