Desk layout with project folders, checklists, and stationery items

Resources

Organized project management workspace

Free Resources

Templates, policies, prompts, and references for nonprofits and workforce programs adopting AI. All free. All editable. Attribution appreciated, never required.

Where to Start by Role

Executive Director: Board BriefBoard Briefing PackStaff Handbook

Program Director / Operations: Staff HandbookReadiness AssessmentVendor ChecklistTool Approval Worksheet

Grant Writer / Development Lead: Prompt LibraryFinding GrantsWriting Stronger Applications

Board Member: Board BriefBoard Briefing Pack

Federal Grantee / Compliance Lead: Compliance Quick ReferenceStaff Handbook Appendix CVendor Checklist

AI Use Policy Templates

Governance documents ready to adapt and adopt. Designed to work as a set.

Board Brief

One-page AI Use Policy summary for board adoption in a single meeting. Three-tier framework, prohibited-use list, and a model resolution.

Staff Handbook

The operational AI Use Policy. Definitions, data classes, the three-tier framework in practice, tool approval, disclosure, training, and a federal-grant appendix.

Board Briefing Pack

Agenda, talking points, decision questions, and reporting template to walk a board through AI adoption in a single meeting.

Assessment & Decision Tools

For figuring out where you stand, which vendors pass muster, which tools to approve, and what’s allowable under federal awards.

AI Readiness Self-Assessment

25-question scorecard across Governance, Data, Capacity, Compliance, and Tool Selection. Scoring guide and a 90-day action plan based on your lowest-scoring domain.

AI Vendor Evaluation Checklist

40 questions to ask any AI vendor before signing: data handling, security, model behavior, pricing, contract terms, compliance fit.

AI-Use Tool Approval Worksheet

The form staff complete to request approval of a new AI tool. Tool details, use case, data class, risk, tier, federal-award considerations, approver sign-off.

Federal Grants & AI Compliance Quick Reference

Two-page reference on Uniform Guidance (2 CFR Part 200) for AI tool costs and uses under federal awards.

Working References

Hands-on tools and articles for day-to-day work.

Prompt Library for Grant Writers

20 vetted prompts grouped by phase: funder research, needs statement, theory of change, evaluation, budget narrative, LOI, revisions.

Finding Grants for AI Adoption

How to identify AI funding that fits your organization. Foundation databases, federal funding, corporate, intermediaries.

Writing Stronger AI Grant Applications

The AI-specific concerns funders read for. Needs statements, theory of change, evaluation plans, budgets, Uniform Guidance for federal proposals.

Grant Directory

Working directory of funders supporting AI adoption in the nonprofit and workforce sectors. Foundations, corporate programs, federal entry points, intermediaries.

Learning Hub

Articles, playbooks, and field reports across five content pillars. The home of all longer-form writing on the site.

More coming

In development: prompt library for case managers, AI evaluation report template, field reports from grant-funded pilots, AI in fundraising playbook.

How These Resources Work Together

The policy templates (Board Brief and Staff Handbook) are the foundation — most organizations adopt these first to establish the governance posture. The Board Briefing Pack supports the conversation that gets the policy adopted.

The decision tools (Readiness Assessment, Vendor Checklist, Tool Approval Worksheet, Compliance Quick Reference) are working documents you reach for whenever a specific question comes up — “are we ready to adopt this tool?” “can we trust this vendor?” “should we approve this specific request?” “is this allowable under our federal award?”

The working references (Prompt Library, grant articles, Grant Directory) are the daily-use materials for the people who actually do the work — grant writers, program staff, development leads.

Most organizations don’t need all of these on day one. Start with the Board Brief, run the Readiness Assessment, and let what scores low tell you which resource to reach for next.

All resources are templates, not legal advice. Where your organization has specific legal obligations — HIPAA, FERPA, child welfare, federal awards, state law — review with counsel before adoption.

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Need help adapting a resource to your specific compliance environment, or want a custom policy built? Visit strategicalai.net.