Free Canadian small business workbook
Have the risk conversation
before the workflow grows.
AI Risk Conversation Guide
A useful risk discussion starts with what could happen in the work. This free guide helps a team identify consequences, information exposure and the decisions needed before expanding an AI workflow.
7 pages · PDF workbook · No email required
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A practical starting point
What you get
For owners, staff, reviewers and technology partners assessing a proposed or existing AI use that affects customers, employees, information or operations.
- A five-step discussion covering consequence, information, reliance, quality and response.
- A worksheet to capture material decisions, open questions, the risk owner and the next action.
- Three illustrative examples covering financial analytics, a law practice and operational intelligence.
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.
Bring the people who own the work
Set aside 45 to 60 minutes with the workflow owner, someone who performs the work, a reviewer and the person who can accept or reject the risk.
Walk through a consequential failure
Discuss who could be affected, which information is involved and how people might rely on the output.
Agree on a response
Record the decision, fallback, incident owner, next action and review date. Keep unresolved questions visible.
Illustrative example from the workbook
A decision in context.
The financial-analytics example separates a draft insight from financial authority. An owner or accountant verifies the figures and retains decisions about payments, filings, financing and other commitments. The discussion considers unsupported claims, reconciliation differences and missed exceptions.
These examples illustrate a method. They are not client results or a promise of performance.
Use it freely. Ask for help when useful.
Want help turning the discussion into a bounded plan?
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.