Sample · fictional organisation
Putting AI use on a safe footing
Prepared for Fulmar Hospice, about 160 staff and 600 volunteers
1Where you standPages 2 to 4The AI already in use, where the risk sits, and where the team stands.Read the openingClose
AI is already in use, and most of it began the way it does everywhere: one person tried a tool, it saved them an hour, and a colleague asked how. In the session you described six patterns, from lottery prize descriptions to in-memory appeal letters.
We have added the data each tool touches, because the data decides how much risk a use carries.
The full section runs to three pages: the six uses with the data each one touches, the two that carry real risk, how keen and how practised each part of the team is, and what the Fundraising Regulator, Healthcare Improvement Scotland and families can reasonably expect you to know.
3Policy, project or lead: which you needPages 6 to 7A direct answer on whether you need a policy, a project or a Head of AI.Read the openingClose
You need a policy now and a small project next. You do not need a Head of AI.
A one-page policy, agreed with the teams who use the tools, turns the three rules into something you can train volunteers on and show an inspector.
The full section runs to two pages: what the policy says, a version for volunteers, AI champions in each team, the spring project, how to hand the clinical question to clinical governance, and who owns AI use.
4Quick wins for the next 30 daysPage 8Things to do this month, without outside help.Read the openingClose
- Stop the handover app. Thank the nurse, explain why, and ask her to delete the recordings and the app.
- Move in-memory drafting to work accounts. Copy any templates the team values into a shared folder.
The full section lists six actions, each with an owner and a date, with a draft message to all staff and one measure to watch.
Page 1 is a one-page summary for the board.









