Stage 1 of 5 · Produces the charter

Decide what you will stand for

A charter tells everyone what your organization believes about AI, what people may and may not do, and what happens when something goes wrong. Your people’s Resolutions are its first draft.

Begin your organization’s responseRead this stage in the guidebook

What you’ll have

Riverbend Youth & Family · sample

Riverbend Youth & Family

Our charter for AI

StatementWhat we believeWe believe the families we serve deserve to know when a person is attending to them, and we will keep the moments of care human.From our people’s Resolutions · 7 of 9
PolicyWhat people may and may not do4. No one may enter a young person’s case notes, health information or anything told in confidence into any AI tool.Decided by the working group, October 30
ContextWhat is true here nowStaff use four AI tools at work today. Two are approved. Two are personal accounts, and this charter gives them until January to move or stop.Sourced fact · Reality Assessment, October
RulesHow systems, information and people work togetherEvery approved tool has one person who answers for it, named in the appendix.Guidebook recommendation · Charter, section 3
Response plansWhat happens when something goes wrongIf confidential information reaches an AI tool, tell the program director the same day. The family is told within three days.Decided by the leadership team, November 4
James Okafor, Executive director
Board chair

Ratified by the board, November 12, 2026 · Next review March 2027

How it goes

  1. 1Start from what your people resolved. Strong agreement gives the working group language worth considering. Real differences become its agenda.
  2. 2Draft the five parts with the agent. Every line it drafts shows where it came from, and anything that needs a person is left open.
  3. 3Settle what the working group can, and bring the rest to the people who decide.
  4. 4Adopt and ratify. Leaders with authority sign it, and the board or equivalent body ratifies it where that is how you decide things.
  5. 5Set a review date. Formation, what you build and each review will bring things back to it.