A comprehensive, open-source policy framework for the safe, ethical, and effective use of generative AI tools in a professional services organization.
This policy was developed by Palantir.net through a cross-disciplinary working group approach to address the growing need for clear guidance on AI usage in client-facing work. It prioritizes quality, safety, security, and transparency while enabling teams to leverage AI tools responsibly.
This policy is designed for:
- Digital agencies providing client services
- Consulting firms using AI in professional work
- Project teams needing clear AI usage guidelines
- Organizations seeking to implement responsible AI practices
- Review and Customize: Read through the full policy and adapt it to your organization's specific needs
- Identify Stakeholders: Assemble your own cross-disciplinary team including:
- Technical/infrastructure teams
- Project managers and client leads
- Legal/compliance representatives
- Human resources
- Establish Governance: Define roles for tool evaluation, policy updates, and incident response
- Communicate: Roll out the policy through training and documentation
- Iterate: Plan for regular reviews and updates as technology evolves
When adapting this policy, consider customizing:
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- Tool authorization process details
- Specific roles and stakeholder groups
- Review and update schedules
- Communication channels
This policy is released under CC BY-SA 4.0 to encourage widespread adoption and adaptation.