Free Canadian small business workbook
Put clear decisions
around your AI pilot.
AI Governance Starter Checklist
Before a pilot grows, agree on who owns it, which information it may use and when someone must step in. This free workbook turns those questions into a practical decision record.
7 pages · PDF workbook · No email required
Preview the complete PDF All 7 pages · Free to explore
Scroll through the full workbook below. Download the PDF for selectable text, printing and your own working copy.
A practical starting point
What you get
For workflow owners, reviewers and small-business leaders preparing to approve, limit or review one AI-supported process.
- A five-step working rhythm covering purpose, information, authority, testing and evidence.
- A governance decision record with space for ownership, approval, fallback and review dates.
- Illustrative business examples and considerations for operating in a Canadian context.
Use it with your own work
From download
to first decision.
This is a planning workbook. It does not install software or automate a process for you.
Choose one proposed use
Describe what the AI will support, who may be affected and what is outside the agreed scope.
Assign the decisions
Work through permitted information, review points, testing, failure response and the person who can approve or pause the use.
Record the next review
Keep the decision, its conditions and the changes that would trigger another review.
Illustrative example from the workbook
A decision in context.
One workbook example is a coffee shop using approved store information to draft answers. Questions outside those records are flagged for staff review. The example keeps sensitive or high-consequence answers with an accountable person.
These examples illustrate a method. They are not client results or a promise of performance.
Use it freely. Ask for help when useful.
Need help putting these controls into the workflow?
The workbook is available without booking a call. If you want support, email Chris with the process you’re considering and the outcome you want to improve.
Discuss your workflowContinue with a related workbook
General operational guidance only. These resources are not legal, privacy, cybersecurity or regulatory advice.