Leadership & Board Session
A 75-minute strategy and governance briefing for directors, trustees, and finance/IT leads that turns AI curiosity into a realistic, low-risk roadmap.
Explore this resource online.
We can adapt language and policies to your specific programs.
At a glance
- Frames AI in board-ready language: risk, budget, and governance.
- Shows what “good enough” looks like for privacy, safety, and approvals.
- Compares pilot options with clear costs and success metrics.
- Includes vendor evaluation and exit-strategy checklist.
- Ends with a 60–90 day pilot plan and ownership chart.
Problem / Why this workshop
Boards and leadership teams often hear about AI risks without seeing a path to low-risk pilots. Meanwhile, staff need relief now. This session demystifies the landscape and narrows options to what fits your governance posture.
Funding, procurement, and policy requirements vary across systems. We translate them into a simple decision tree so leaders can move forward without surprises.
What we cover
- 1
Set the context
Clarify what AskLib does and does not do, where data lives, and how privacy is enforced. Show examples relevant to your branches and departments.
- 2
Risk and governance baseline
Walk through data isolation, audit logging, keyword blocks, and staff approvals. Align on what “must be true” before anything goes live.
- 3
Budget and procurement paths
Compare flat-rate pilots, annual partnerships, and training-only options. Map them to grants, co-op purchasing, or shared-service models.
- 4
Pilot candidates and metrics
Score 3–5 candidate use cases together using impact, risk, and measurability. Identify owners and success metrics for the top one or two.
- 5
Decision and next steps
Agree on a 60–90 day pilot path, required approvals, and the communications plan for staff and patrons.
Practice scenarios
Vendor due diligence
Run through a sample vendor checklist that covers data retention, exit strategy, and acceptable use. Mark which items map to your existing procurement steps.
Board FAQ
Draft answers to common trustee questions: cost stability, bias mitigation, youth data protections, and incident response.
Pilot scorecard
Score two candidate pilots (e.g., circulation replies and staff onboarding copilot) to show how tradeoffs are made.
Crisis and reputational risk
Tabletop an incident (e.g., AI-generated incorrect legal guidance) to practice communication and remediation steps.
Deliverables
- Board-ready slide deck with localized risk and funding notes.
- Pilot scorecard template and sample success metrics.
- Procurement and vendor checklist tailored to your policies.
- Short communications plan for staff and patrons.
Customization options
- Aligns terminology with your privacy, union, or legal language.
- Adjusts procurement slides for your co-op or grant pathways.
- Highlights scenarios relevant to your branches (schools, rural, academic).
Logistics
Audience size
Ideal for 5–20 participants to allow questions and decision-making.
Pre-work
Share top candidate use cases and any recent policy updates.
Delivery
Virtual or onsite. Recording optional and subject to your policies.
Materials
We provide editable deck and scorecard templates for future sessions.
Next steps
We can schedule a follow-up pilot scoping call within one week.
FAQ
Is this technical?
No. We focus on governance, budgeting, and measurable outcomes. Technical depth is limited to what leaders need to approve or reject pilots.
Do we need to pick a pilot during the session?
We recommend selecting at least one pilot pathway so momentum is not lost. We provide the scorecard to finish decisions asynchronously if needed.
Will this conflict with union or HR policies?
We align recommendations with your existing HR and union language. Sensitive workflow changes are flagged for additional review.
Can funders attend?
Yes—if helpful, we include grant language examples and reporting suggestions so funders understand the guardrails.
Related resources
Talk to us
Request a customized version of this training or book a date.