AI and governance policy template

Clearly set rules for using AI across your business to set expectations and improve brand transparency

How will this AI and governance policy template help me and my business?

When we talk to marketers, we find quite a few in larger organizations are discussing the need for an AI and governance policy to make sure AI is used in the right way commercially and ethically. This is less relevant for smaller organizations, but every business should consider what AI should and shouldn’t be used for to create transparency, externally and internally.

We’ve created this AI and governance policy template to help members create their own  policy for use on their website, or to be shared with team members so everyone understands the company stance. Consider the questions set out in this document which your AI policy should answer and summarize.

To help guide you, we have included an example policy for Smart Insights at the end of the template.

How is it structured?

The template covers the following sections:

• AI for marketing policy template for your business
  • Section 1. How and what do we use AI for?
  • Section 2. How should we use AI to support the copy plan-edit-review process?
  • Section 3. Which tools do we use?
  • Section 4. What is our privacy policy for protecting customer and employee information?
  • Section 5. How are we protecting our intellectual property (IP?)
• Smart Insights AI for marketing policy example

Resource Details

• Authors: Dr. Dave Chaffey and Amelia Cooper
• Format: Microsoft Word document
• Recommended resources:
  • Using AI for marketing creative: AI image and video generators
  • Using AI for Copywriting
  • AI and Machine Learning for marketing briefing

About the authors

Dr. Dave Chaffey

Dave is co-founder of Smart Insights and creator of the Smart Insights RACE planning framework. For his full profile, or to connect on LinkedIn or other social networks, see the About Dave Chaffey profile page on Smart Insights. Dave is author of 5 bestselling books on digital marketing including Digital Marketing Excellence and Digital Marketing: Strategy, Implementation and Practice. In 2004 he was recognized by the Chartered Institute of Marketing as one of 50 marketing ‘gurus’ worldwide who have helped shape the future of marketing.

Amelia Cooper

Amelia Cooper is Head of Content at Smart Insights. She is responsible for managing the paid member content library and e-learning resources, as well as strategic planning to ensure customers get the most from their memberships. She is a University of Southampton and the Chartered Institute of Marketing graduate with over 8 years’ experience in digital marketing, specializing in content marketing.