AI Policy Development: Strategy That Protects Your Mission
Your Team Is Already Using AI. Do You Have Guidelines?
60% of organizations now use AI tools in daily operations. Your team is probably among them, whether you've approved it or not. The question isn't whether to use AI. The question is whether you're using it strategically, safely, and aligned with your values.
Without clear AI guidelines, your organization is exposed to:
Data privacy violations when confidential information enters AI systems
Brand voice inconsistency as AI-generated content replaces authentic messaging
Compliance gaps that create legal and reputational risk
Capacity chaos instead of capacity building
What Is an AI Policy (And Why You Need One)?
An AI policy is not about banning technology or slowing down innovation. It's about creating clarity so your team can use AI tools confidently, responsibly, and effectively.
A practical AI policy answers these critical questions:
Which AI tools are approved for which types of work?
What information can never be shared with AI systems?
How do we maintain our authentic brand voice when using AI assistance?
Who has authority to adopt new AI tools and how are they vetted?
How do we ensure AI use aligns with our values and mission?
What happens when something goes wrong?
This is especially critical for:
Nonprofits handling donor data, grant applications, and sensitive client information
Small businesses protecting proprietary strategies, client lists, and competitive advantages
Solopreneurs building personal brands that require authentic voice and thought leadership
Professional services firms bound by confidentiality requirements and regulatory standards
The P3C Approach: CLARITY for AI Integration
We don't provide generic AI policy templates. I develop customized frameworks using the same strategic process that's guided organizations for nearly 20 years:
1. Context: Understand Your Current State
Where is AI already being used in your organization (officially and unofficially)? What are your team's skill levels, concerns, and needs? What sensitive data and operations require protection?
2. Landscape: Assess Your Risk Environment
What are the legal, regulatory, and reputational risks specific to your sector? What are best practices for organizations like yours? What are emerging trends you need to prepare for?
3. Audience: Know Your Team's Reality
Your policy must work for your actual team, not a theoretical one. We identify how different roles use AI, what training they need, and what practical guidelines they can actually follow.
4. Roadmap: Design Your Policy Framework
Together we build clear guidelines covering approved tools, prohibited uses, data protection protocols, brand voice standards, decision-making authority, and incident response procedures.
5. Implementation: Make It Real
A policy in a drawer doesn't protect anyone. We create practical implementation tools, including team training, decision flowcharts, approved tool lists, and easy-to-follow guidelines for daily work.
6. Tracking: Monitor and Measure
Establish systems to monitor AI tool adoption, track policy compliance, identify emerging needs, and assess whether AI use is actually building capacity or creating new problems.
7. Yield: Results Analysis & Strategic Roadmap
After 30-60 days of policy implementation, we reconvene to assess what's working, identify optimization opportunities, and map your path forward. This isn't just a compliance check. It's strategic discovery.
What We Typically Find in the Yield Phase:
Efficiency Gaps: Your team is following the policy, but certain workflows could be more efficient with better AI tool integration
Capacity Opportunities: Now that you have guardrails, you're ready to explore AI automation in areas you couldn't touch before (donor communications, content creation, data analysis)
Training Needs: Your policy is sound, but certain team members need deeper training to leverage AI strategically
Tool Optimization: You're using approved tools at surface level, but not leveraging features that could drive real results
New Use Cases: As your team gets comfortable with AI, they identify strategic opportunities that require expert guidance to implement safely
Most organizations discover that AI policy is the foundation, but strategic AI integration is where real transformation happens. That's why 70% of AI policy clients continue into ongoing relationships focused on implementation, training, or strategic consulting.
Your Yield review includes a clear roadmap for next steps, whether that's DIY implementation, targeted training programs, or ongoing strategic partnership.
Who This Is For
Nonprofit Leaders who need to:
Protect donor and client confidentiality
Maintain authentic storytelling and community connection
Use AI for capacity building without compromising mission
Meet board governance expectations and funder requirements
Small Business Owners who need to:
Protect proprietary business information and client data
Maintain brand consistency across AI-assisted marketing
Enable team efficiency without creating compliance nightmares
Stay competitive while managing risk responsibly
Professional Services Firms (law, accounting, consulting) who need to:
Meet industry-specific regulatory and confidentiality requirements
Protect client privilege and proprietary information
Maintain professional standards and liability protection
Enable innovation while managing malpractice risk
Comprehensive Packages: Investment and Timeline
Choose the right level of support for your needs
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Timeline: 2-3 weeks from kickoff to delivery
What's Included:
Discovery session to understand your current AI use and risks
Streamlined policy document (8-12 pages) covering core guidelines
Approved AI tools list specific to your sector
Data protection protocols and decision flowchart
Email support during implementation
30-day Yield review to assess results and identify optimization opportunities
Best For:
Solopreneurs and small consultancies establishing baseline protection
Nonprofits under $1M budget needing foundational guidelines
Small businesses (under 15 employees) starting AI adoption
Organizations with limited technical complexitys
Perfect for: Small teams (under 10 people) just starting with AI integration
Timeline: 2-3 weeks from kickoff to delivery
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What's Included:
What's Included:
Comprehensive discovery and risk assessment sessions
Full policy document (15-25 pages) with detailed protocols
Implementation toolkit: decision flowcharts, brand voice checklist, tool evaluation templates
Approved AI tools list with specific use case guidance
Team leadership training session (90 minutes)
Two team training sessions (up to 25 participants each)
Data classification guide and incident response protocols
30-day Yield review with strategic roadmap for AI integration opportunities
60 days of implementation support (email and office hours)
Best For:
Nonprofits ($1M-$15M budget) with development, programs, and marketing teams
Small businesses (15-50 employees) with multiple departments
Growing consultancies managing client data and proprietary methodologies
Organizations with moderate technical complexity and compliance needs
Timeline: Timeline: 3-4 weeks from kickoff to final delivery
Investment: $8,500
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What's Included:
What's Included:
Extensive discovery across all departments and operational areas
Enterprise-level policy document (30-50 pages) with role-specific protocols
Complete implementation toolkit customized to your workflows
Department-specific guidelines and training materials
Executive leadership strategic session (2 hours)
Four team training sessions (up to 25 participants each) across departments
AI tool audit and evaluation of current and proposed platforms
Brand voice and quality assurance framework for AI-assisted content
Change management support and rollout communications
Quarterly review service for first year (4 sessions included)
90 days of intensive implementation support with dedicated office hours
Strategic AI integration roadmap identifying capacity-building opportunities
Best For:
Professional services firms (law, accounting, consulting) with strict confidentiality requirements
Nonprofits over $15M budget with complex operations and regulatory obligations
Organizations managing sensitive data (healthcare, legal, financial services)
Businesses with franchises or multiple locations requiring consistent standards
Any organization where AI policy failure creates significant legal or reputational risk
Timeline: 6-8 weeks from kickoff to full implementation
Investment: $28,500
or $4,750/month over 6 months
Custom Strategic Engagements
The three standard tiers work for most organizations. But some situations require deeper strategic partnership, extended timelines, complex stakeholder management, or transformation beyond policy into full AI integration.
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8-12 week engagements with weekly strategic consultation
Change management and stakeholder communication planning
Multiple review and approval cycles with complex governance structures
Fiscal sponsor or board compliance processes
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In-depth evaluation of 2-3 enterprise AI platforms
Comprehensive security and privacy analysis
Detailed cost-benefit modeling and ROI projections
Integration architecture planning with existing systems
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Organization-specific prompts across all departments
Tested, refined prompts for actual workflows
Searchable prompt repository system
Advanced prompt engineering training
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4+ training sessions for different staff levels and roles
Champion toolkit for peer support and internal ownership
Change management strategy and communication planning
Sustainability planning for long-term program management
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Performance tracking systems and KPI development
Quarterly review structures built into engagement
ROI measurement and reporting frameworks
90-day action plan for post-engagement success
Custom engagements range from $50,000-$85,000, depending on organization size, complexity, timeline, and level of strategic partnership required.
This level of investment makes sense for organizations where:
AI adoption impacts multiple departments with complex workflows
Approval processes require extensive documentation
You need strategic partnership and change management, not just policy delivery
Success requires tool selection, training, and implementation beyond foundational policy
Long-term sustainability planning is critical to organizational capacity building
The process is simple:
Schedule your free consultation to discuss your specific situation
We'll assess whether a standard tier or custom engagement best serves your needs
If custom is the right fit, we'll provide a detailed proposal outlining scope, timeline, and investment
No pressure. No obligation. Just honest assessment of what you actually need.
What You Get: Practical AI Policy Development
Comprehensive Policy Document
Customized framework covering:
Approved AI tools and platforms by use case
Data protection protocols and prohibited information sharing
Brand voice and quality standards for AI-assisted content
Decision-making authority and tool vetting process
Training requirements and competency expectations
Incident response and violation protocols
Regular review and update procedures
Implementation Tools
Everything your team needs to follow the policy:
Decision flowcharts for daily AI use questions
Approved tool list with specific use cases
Data classification guide (what can/cannot go into AI systems)
Brand voice checklist for AI-assisted content
New tool evaluation template
Team training presentation and materials
Strategic Consultation
This isn't just document delivery. You get:
Deep-dive discovery sessions to understand your context
Risk assessment specific to your sector and operations
Customization for your actual team size and structure
Implementation planning and rollout support
Training session for team leadership
30-day follow-up to address questions and refine
Frequently Asked Questions About AI Policy Development
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If anyone on your team is using AI tools (ChatGPT, Jasper, Copy.ai, Grammarly, or any of hundreds of others), you need guidelines. Small teams actually face higher risk because there's often less oversight and fewer systems to catch problems before they become crises.
Even if current usage is light, having a policy in place:
Protects you when usage inevitably increases
Gives your team clear boundaries so they can innovate confidently
Positions you ahead of regulatory requirements
Demonstrates professionalism to clients, donors, and partners
The Essentials tier ($2,500) is specifically designed for small teams who need foundational protection without overwhelming complexity.
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You could. But consider what generic templates miss:
Sector-Specific Risks: Nonprofit donor data protection is different from small business client lists is different from professional services confidentiality requirements. Templates treat all data the same.
Your Actual Workflow: Templates assume organizational structures and processes you may not have. They don't account for your team's skill levels, your tools, or your operational reality.
Implementation Gaps: A policy document without implementation tools means your team won't know how to actually follow it in daily work.
Cultural Relevance: Your brand voice and organizational values matter. Generic policies create generic outputs.
Cost of Getting It Wrong: One data breach, one client confidentiality violation, or one brand voice disaster costs more than customized policy development. Prevention is always cheaper than crisis management.
The true cost of DIY templates isn't the $0 price tag. It's the false security of thinking you're protected when gaps remain.
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Let's look at the real cost calculation:
Your Time Investment for DIY:
Research AI governance best practices: 15-20 hours
Review sector-specific requirements: 10-15 hours
Draft comprehensive policy: 20-30 hours
Create implementation tools: 10-15 hours
Train team and rollout: 5-10 hours
Total: 60-90 hours minimum
If your time (or your team's time) is worth $50-100/hour, you're looking at $3,000-$9,000 in opportunity cost, plus the risk of gaps or errors.
What you actually get with P3C:
Nearly 20 years of strategic expertise applied to your situation
Proven frameworks tested across organizations
Implementation support that ensures adoption
Strategic positioning that drives value, not just compliance
30-60-90 day support as issues emerge
You're not buying a document. You're buying protection, strategic advantage, and peace of mind.
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No. AI policy requires strategic business judgment, not just technical knowledge.
AI policy decisions affect:
Legal and Compliance: Data privacy, confidentiality obligations, regulatory requirements
Brand and Marketing: Authentic voice, cultural relevance, competitive positioning
Operations and Workflow: Process efficiency, team productivity, capacity building
Risk Management: Client trust, reputational protection, crisis prevention
Strategic Positioning: How you communicate AI use to stakeholders
Your IT team (if you have one) is essential for technical implementation. But the strategic decisions about what to protect, how to maintain authenticity, and how to position AI use require business and marketing expertise.
P3C brings both strategic and technical understanding. We work with your technical team when you have one, and provide that expertise when you don't.
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We build adaptable frameworks, not rigid checklists.
All packages include:
Essentials: Tool evaluation framework so you can assess new AI platforms systematically, plus email support for questions during your 30-day implementation period
Growing: Everything in Essentials, plus 60 days of implementation support including guidance on new tools that emerge during that window
Comprehensive: Everything in Growing, plus quarterly review sessions for the first year where we proactively update your policy as regulations and technology evolve
Additionally, all policies include governance structures for evaluating new tools and use cases, so you can adapt policies internally between our formal reviews.
You're not locked into outdated guidance. We keep you current as the landscape changes.
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No. Good AI policy enables smart adoption while protecting your organization.
We help you say "yes" to AI safely and strategically, not "no" out of fear. The goal is empowerment with protection.
Our approach includes:
Clear guidelines on what's permitted (not just what's prohibited)
Approval processes for new tools and use cases (not blanket bans)
Training that shows your team how to use AI effectively and safely
Decision flowcharts that make daily choices easy
Brand voice standards that maintain authenticity while leveraging AI efficiency
Organizations with good AI policies see higher adoption rates because team members understand how to use AI properly, not whether they're allowed to use it.
Fear creates paralysis. Clarity creates confidence.
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No. We do not sell AI tools. We're vendor-neutral strategic advisors.
Most organizations already have AI tools in use (ChatGPT, Jasper, Grammarly, etc.). Our packages focus on governing whatever tools you have or choose to adopt.
What we provide:
Evaluation frameworks to assess tools based on YOUR risk factors
Approved tool recommendations based on your sector and needs
Guidance on free vs. paid tiers and what protection each offers
Integration strategies for tools you already use
If you want comprehensive enterprise AI platform evaluation (comparing solutions like Microsoft Copilot, Google Workspace AI, specialized industry platforms), that's available as an optional add-on. But it's not required.
Our independence ensures you get unbiased recommendations based on your needs, not commission-driven sales.
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Here's a quick decision framework:
Choose Essentials ($2,500) if:
Your team is under 10 people
You're just starting to use AI tools
You need foundational guidelines fast
Your budget is limited but protection is essential
You can handle most implementation internally with guidance
Choose Growing ($8,500) if:
You have 10-50 people across multiple functions
Your team is actively using several AI tools
You need comprehensive training and implementation support
You have moderate compliance requirements
You want strategic roadmap for AI integration
Choose Comprehensive ($28,500) if:
You have 50+ people or complex operations
You face strict regulatory or confidentiality requirements
You need department-specific protocols and intensive training
AI policy failure creates significant legal or reputational risk
You want ongoing strategic partnership beyond policy delivery
Still not sure? Schedule a complimentary 30-minute consultation. We'll assess your situation honestly and recommend the right tier or suggest you don't need our services yet.
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Timeline varies by package tier:
Essentials: 2-3 weeks from kickoff to policy delivery; 30 days of email support during implementation
Growing: 3-4 weeks for policy development and initial training; 60 days of implementation support with office hours
Comprehensive: 6-8 weeks for complete policy development and training rollout; 90 days of intensive implementation support plus quarterly reviews
We work around your schedule and busy seasons. Major deadlines, fundraising campaigns, or critical business periods won't unnecessarily delay your project.
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Yes. We're based in Atlanta and serve organizations nationwide.
Service delivery:
Most services are delivered virtually (video calls, shared documents, online training)
This gives you flexibility and access regardless of location
For Comprehensive tier clients, we offer optional on-site discovery sessions within Atlanta metro (travel billed separately outside 3-hour radius)
Virtual-first delivery means you get the same quality service regardless of location, with strategic in-person sessions when they add substantial value.
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Absolutely. Package tiers are starting points, not restrictions.
Common progression paths:
Essentials → Growing: Organizations start with foundational policy, then add comprehensive training and implementation support when they're ready to scale AI use
Growing → Comprehensive: Mid-sized organizations expand into enterprise-level protocols as they grow or face increased regulatory requirements
Any Tier → Ongoing Partnership: After Yield phase reveals strategic opportunities, many organizations continue into monthly consulting retainers focused on implementation, training, or strategic AI integration
You can also add individual enhancements anytime:
Additional training sessions ($500 each)
Tool evaluation projects ($750-$1,500 per platform)
Quarterly policy reviews ($400/quarter)
AI integration consulting projects (custom pricing)
No pressure to buy everything upfront. We want you to invest strategically based on your priorities and timeline.
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All packages include incident response frameworks and defined support periods.
If an incident occurs during our engagement:
For nonprofits/small businesses, we provide:
Strategic consultation to assess scope and risk
Remediation guidance aligned with your policy
Communication templates for stakeholder disclosure
Policy refinement to prevent recurrence
For professional services firms (law, accounting, consulting):
Same strategic support as above
Clear disclaimer that we do not provide legal advice or representation
Recommendation that you engage appropriate legal counsel for legal ramifications
Focus on governance and process improvement
After engagement period ends:
You can purchase ongoing support through quarterly review service
We offer incident response consulting on project basis ($1,500-$3,500 depending on severity)
Most organizations find that good policy prevents incidents rather than responding to them
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Yes. We customize AI policies across sectors including:
Nonprofits: Donor data protection, grant compliance, authentic storytelling, fundraising communications, program delivery
Small Businesses: Client data protection, brand consistency, competitive advantage, operational efficiency, customer communications
Solopreneurs/Consultants: Personal brand protection, thought leadership authenticity, client confidentiality, professional standards
Professional Services: Legal privilege (law firms), client confidentiality (accounting), proprietary methodologies (consulting), regulatory compliance across industries
Other Sectors: We've worked with healthcare organizations, education institutions, faith-based organizations, and membership associations
Rather than claiming expertise in every technical detail of your field, we focus on governance, risk management, and strategic positioning of AI tools. During discovery, we map your specific workflows, risk profiles, and regulatory requirements to ensure the policy fits your actual work.
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Training varies by package tier:
Essentials:
Training slide deck for you to deliver internally
Optional: 60-minute facilitated training session ($500 add-on)
Growing:
Two 90-minute live training sessions (leadership + full team)
Recorded sessions for future onboarding
Q&A support during training period
Comprehensive:
Four 2-hour training sessions for different audiences (executive leadership, managers, front-line staff, specialized roles)
Department-specific breakout sessions
Recorded sessions with supplemental materials
Train-the-trainer support for ongoing internal education
All training is practical and action-oriented. We focus on "how to actually use AI safely in your daily work" rather than theoretical concepts.
Additional training sessions available as add-ons ($500 per 90-minute session, up to 25 participants).
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Three easy steps:
1. Schedule Your Free 30-Minute Consultation We'll discuss your current AI use, organizational context, and biggest concerns. No sales pressure. Just honest assessment.
2. Receive Your Customized Recommendation Based on our conversation, we'll recommend the right tier (or tell you honestly if you're not ready yet). You'll get a detailed proposal outlining scope, timeline, and investment.
3. Kick Off Your AI Policy Development If it makes sense to work together, we begin with discovery and start building your customized policy within days.
Even if we don't work together, you'll walk away with valuable insights about your AI exposure and next steps.
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Item description
I have a question you didn't answer here
That's exactly what the consultation is for. Every organization's situation is unique.
Contact us directly:
Email: Newbiz@pthreec.com
Schedule consultation: [scheduling link]
We'll give you honest feedback on whether AI policy development is your next right step, what tier makes sense for your situation, and how to move forward.