A Maven practical tool

Know your AI tools

Complete one worksheet for each tool and use case. Avoid adding personal, employee, or confidential client information to this worksheet.

Back to tools

Organization: __________________________

Owner: __________________________

Review date: __________________________

Tool and purpose

Tool / vendor / account type: __________________________________________
Business purpose and approved use: ___________________________________
Business owner and human reviewer: __________________________________
People or decisions affected; relevant work locations: _____________________

Data and controls

Information entered and information explicitly prohibited: _________________
Vendor storage, training use, access, and retention questions reviewed.
Approved access roles, security settings, and sharing controls documented.
Applicable notice, consent, accessibility, and legal-review questions identified.

Human oversight and follow-up

A reviewer can question the output and change the decision.
Known limitations, errors, and escalation routes are documented.
Approval status: not reviewed / pilot only / approved scope / paused.
Next review date, approval owner, and triggers for re-review recorded.

Next steps

Assign an owner and due date for each action.
Action / question	Owner	Due date

Educational guidance, not legal advice or a certification of compliance. Requirements depend on location, employer size, industry, and the facts. Consult qualified employment counsel for decisions involving legal obligations.

HR Maven Collective™ · Planning aid; adapt before use.