Tools & Templates
Free, practical resources to help your practice manage AI governance and data protection, no account needed.
Start with the assessment, then go deeper
Our tools are designed to be used in sequence, start with the self-assessment to understand your gaps, then use the templates below to close them.
AI Governance Self-Assessment
6 steps to a personalised Red/Amber/Green report covering your AI policy, tools inventory, staff training, DPIA process, supplier contracts, and board oversight. Emailed to you instantly.
Start free assessment →AI Use Policy Template
A practical, editable Word document template covering acceptable use, prohibited actions, data handling, and review obligations for AI tools in your practice.
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AI Tools Audit Template
A structured spreadsheet to catalogue all AI tools in use across your organisation, including department, data processed, authorisation status, and risk level.
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DPIA Checklist for AI Tools
A step-by-step Data Protection Impact Assessment checklist tailored specifically for evaluating new AI tools, meeting ICO requirements under UK GDPR Article 35.
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Shadow AI Risk Guide
A plain-English guide to identifying and managing unapproved AI tool use in your organisation, the risk most practices haven't addressed yet.
Read guide →15 IT Partner Questions
The questions every practice director should ask their IT support provider about AI governance, before renewing a support contract.
Read guide →Not sure where to start?
Take the 6-step self-assessment first, it will tell you which tools and templates are most urgent for your practice.
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