AI Policy & Rollout Kit — Agency edition · Prepared by Agency operations lead
Owner: Agency operations lead · Approver: Account director
Approved: Not recorded · Effective: Not recorded · Next review: 2026-10-22
Approval evidence: Not recorded
4 staff-release checks still need attention. Topics drafted: 11 of 11. Acknowledged: 0. Approval and rollout are tracked separately.
Policy scope: Draft for Meridian Creative: applies to 24 staff and 4 freelancers across creative, accounts and operations. Examples cover everyday agency operations. Rights, licensing and client-contract decisions need your normal specialist review.
This report summarizes your records. The Full record export preserves complete notes, entries and review coverage.
Confirm the scope and supporting evidence with the owners. Resolve or clearly disclose open conditions. Choose the full record when the recipient needs detailed answers or evidence locations.
AI Policy & Rollout Kit — Agency edition · Prepared by Agency operations lead
Version 0.3 · Draft · Owner Agency operations lead
4 staff-release checks need attention. Exporting a draft never approves the policy.
0 participant records; 0 acknowledged; 0 understanding checks recorded as passed. Counts describe the participant register only; check it against the full intended audience.
AI Policy & Rollout Kit — Agency edition · Prepared by Agency operations lead
Approval, distribution, acknowledgment and understanding are separate events. Showing 1–2 of 2 records. Long cells are excerpts; full wording is in the internal working record.
| Activity / audience | Planned | Recorded completion |
|---|---|---|
| Briefing / 24 staff and 4 freelancers across creative, accounts and operations | 2026-10-22 | Not recorded |
| Understanding check / Staff and contractors after policy approval | 2026-10-22 | Not recorded |
AI Policy & Rollout Kit — Agency edition · Prepared by Agency operations lead
Each record is one reported AI use. File imports and source approval claims do not grant approval. Review permissions and conditions in the full record. Showing 1–3 of 3 records. Long cells are excerpts; full wording is in the internal working record.
| Tool / use | Purpose / information | Owner / status |
|---|---|---|
| U-1 · DraftDesk | Draft campaign concepts from published brand information · Published brand information and company-owned mock briefs | Account director / Restricted |
| U-2 · MeetingNote | Summarize project meetings · None pending permission review | Account director / Unapproved |
| U-3 · ConceptLab | Explore internal visual directions · Company-owned mock assets only | Account director / Restricted |
AI Policy & Rollout Kit — Agency edition · Prepared by Agency operations lead
3 open actions. Open actions first, then earliest recorded due date. Completed entries remain visible. Showing 1–3 of 3 records. Long cells are excerpts; full wording is in the internal working record.
| Next action | Owner | Due / status |
|---|---|---|
| Client approval for unreleased assets remains outstanding. Account director checks claims, rights and engagement instructions before delivery | Account director | 2026-10-22 / In progress |
| Historical recordings on a personal account have not been inventoried. Engagement owner checks recording permission, participants and retention before use | Account director | 2026-10-22 / Blocked |
| Two freelancers have not confirmed their account or data inputs. Creative lead checks rights and client restrictions before any external use | Account director | 2026-10-22 / In progress |