Resources

AI Policy Templates for Your Organization

Set clear rules for AI and check whether your identity, sharing, and devices are ready. Our templates give you a written policy, a scored readiness checklist, and industry addenda you can adapt for your organization.

Get the templates

What you get

Six ready-to-use templates: an Acceptable AI Use Policy, an AI Readiness Self-Assessment Checklist, and four industry addenda, built by the ALCON DTS compliance team and formatted for Microsoft Word and Excel.

Cover of the ALCON DTS Acceptable AI Use Policy template

Acceptable AI Use Policy

Word, 11 pages

Written rules for which AI tools your team may use, what information can go into them, and who reviews the results. Includes an approved tools register, three information tiers, meeting recorder rules, and a staff acknowledgment form.

Cover of the ALCON DTS AI Readiness Self-Assessment Checklist

AI Readiness Self-Assessment Checklist

Excel, 46 checks

Confirms whether your identity, sharing, devices, and data can support approved AI tools. Each area is scored automatically as Ready to pilot, Fix first, or Not ready, with Microsoft 365 notes and framework references for every check.

Cover of the ALCON DTS Healthcare AddendumCover of the ALCON DTS Legal AddendumCover of the ALCON DTS Defense Contractor AddendumCover of the ALCON DTS Financial Services Addendum

Industry Addenda

Word, 4 to 5 pages each

Additional rules and readiness checks for healthcare, legal, defense contractors, and financial services, including Texas SB 1188 and HB 149, ABA Formal Opinion 512, DFARS 252.204-7012, and the FTC Safeguards Rule.

How the templates work

1

Adopt the rules.Adapt the Acceptable AI Use Policy and your industry addendum, and have your counsel review them.
2

Check your readiness.Work through the self-assessment checklist and fix the Critical gaps first.
3

Get a review when you want one.Each template includes an ALCON DTS Review section that our team completes during an AI readiness review. Until then, the templates are a self-assessment.

Get the templates

Tell us a little about your organization and we will email you the download links.

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    Questions

    Yes. Organizations may adapt them for their own internal use.

    Yes. Replace the highlighted fields with your own details, remove what you do not need, and have your counsel review the final version.

    Yes. An AI readiness review confirms your answers in your environment, and our team completes the ALCON DTS Review section in each template.

    They help you prepare and document your program. Compliance decisions rest with your organization, your counsel, and your auditor.

    Ready for a second set of eyes?

    Our AI readiness review checks identity, sharing, devices, and how your team already uses AI, and tells you what is safe to pilot.

    Book an AI readiness reviewCall 512-892-6900

    The templates are general guidance, not legal advice.