Leadership report · Decisions, conditions and current uses
| Tool / request | Recorded decision | Reviewer |
|---|---|---|
| ConceptLab | Approved with conditionsReason: vendor assessment attached and inputs limited to company-owned mock assets only. Condition: Creative lead checks rights and client restrictions before any external use. | Account director |
| MeetingNote | DeclinedReal-data pilot declined until permission and vendor review are complete. | Account director |
| DraftDesk | Approved with conditionsAccount director checks claims, rights and engagement instructions before delivery; restricted to public or…Example of a gap the kit flags. No vendor assessment or reason recordedNext action: attach the vendor assessment, or record why the use is approved without one, before relying on this approval. | Account director |
Showing up to three most recently entered decisions of 3. 2 of 4 uses marked approved in the inventory have no decision record yet. Next action: record the reviewer, decision and conditions for each in Approvals. Entry order is not approval date. Read full conditions in the working record before acting.
| Tool / information boundary | Owner | Approval |
|---|---|---|
| DraftDeskPublished brand information and company-owned mock briefs | Account director | Approved with conditions |
| MeetingNoteClient discussions, participant names and recordings | Account director | Declined |
| ConceptLabCompany-owned mock assets only | Account director | Approved with conditions |
| WriteAssistInternal operational notes only; no client records or personal data | Agency operations lead | Approved |
| ResearchBriefPublished sources only; summaries are checked against the source before reuse | Agency operations lead | Approved with conditions |
5 uses recorded. Full inventory and decision history remain in the dashboard and full-record export.
24 staff and 4 freelancers across creative, accounts and operations · A client asks how AI contributed to its work.
Leadership report · Open work and accountable owners
| Action / risk | Owner | Due |
|---|---|---|
| Historical recordings on a personal account have not been inventoriedPause the use and obtain the missing evidence. | Account director | Oct 22, 2026 |
| Client approval for unreleased assets remains outstandingComplete the review and record the outcome. | Account director | Oct 22, 2026 |
| Two freelancers have not confirmed their account or data inputsComplete the review and record the outcome. | Account director | Oct 22, 2026 |
Showing 3 of 3 open risks, ordered by recorded impact and due date. Full details remain in the working record.
Policy owner: Agency operations lead. Next review: Oct 22, 2026.
Policy adoption recorded Oct 8, 2026.
0 of 12 readiness items have a recorded owner, evidence reference and In place status. This optional program view is separate from the decisions above.
Prepared by Agency operations lead. Recorded decisions and excerpted notes, not independent assurance or certification. Use the full record for complete wording, supporting reviews and evidence references.