Skip to main content

Execution Timeline: Q3 2026

Industry: Cultural and Educational NonProfit

Engagement: AI Safety and Guardrails Session for Leadership

The Problem

Like many organizations, this nonprofit found AI arriving on its own, through individual accounts and through new features such as Copilot Chat in email. The organization cares for sensitive information, including member and donor records, youth program participant details, and partner content, and it has public records obligations. Its board-level IT steering committee wanted a shared understanding of AI risks and a clear first step.

The Solution

  • Tailored our AI safety training around the organization’s own data and mission.
  • Co-designed action steps with two organizational leaders before the committee session.
  • Led an in-person guardrails session covering where AI appears without a formal decision, the risks leaders own, and two key questions: may I use this tool, and may I put this data into it. It closed with “go ahead, ask first, never” rules and a hands-on exercise.
  • Gave practical tool guidance: approve tools rather than ban AI, start staff on Copilot with work accounts, and bring existing ChatGPT or Claude use into organization accounts.

Did You Know?

The training deck the committee reviewed was itself created with AI assistance and human review. Well-governed AI can produce work that meets an organization’s standards.

The Results

  • A clear roadmap. Review real usage data, then build the policy, starting with moving AI work into organization accounts.
  • The right order of operations. Education and policy come first, then data loss prevention tools.
  • A values-driven message. The committee chose to frame AI use around integrity as well as security.
  • Engagement that keeps growing. The committee asked to continue with the policies and recommendations it needs, followed by an all-staff session.

Ready to put AI to work safely? Contact GadellNet’s AI Strategy & Adoption team about where to start.

Microsoft is making progress recovering from the M365 issue, but some users may still see problems with services.