AI Policy & Rollout Kit — Consulting edition · Prepared by Practice operations lead
Owner: Practice operations lead · Approver: Engagement partner
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 Northline Advisory: applies to 24 consultants and 4 associates across research, delivery and operations. Examples cover internal research and advisory delivery. They do not establish permission to use client material or replace engagement and professional review.
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AI Policy & Rollout Kit — Consulting edition · Prepared by Practice operations lead
Version 0.3 · Draft · Owner Practice 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 — Consulting edition · Prepared by Practice 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 consultants and 4 associates across research, delivery and operations | 2026-10-22 | Not recorded |
| Understanding check / Staff and contractors after policy approval | 2026-10-22 | Not recorded |
AI Policy & Rollout Kit — Consulting edition · Prepared by Practice 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 · ResearchDesk | Summarize published market research for an internal briefing · Public reports with source references | Engagement partner / Restricted |
| U-2 · MeetingNote | Summarize client stakeholder interviews · None pending permission review | Engagement partner / Unapproved |
| U-3 · ProposalDesk | Draft a proposal from reusable firm materials · Firm-owned capability statements and synthetic examples | Engagement partner / Restricted |
AI Policy & Rollout Kit — Consulting edition · Prepared by Practice 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 |
|---|---|---|
| Two figures in the draft still lack a verified primary source. Engagement partner opens cited sources and checks claims before client delivery | Engagement partner | 2026-10-22 / In progress |
| Interview-processing permission is absent from the engagement instructions. Engagement partner checks written client permission and approved retention settings | Engagement partner | 2026-10-22 / Blocked |
| Two associates have not confirmed their personal-tool use. Practice lead checks that no previous client material or identifiable case detail is reused | Engagement partner | 2026-10-22 / In progress |