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The 10-Minute AI Risk Reset

A practical, aligned reset for busy SMB leaders to spot and manage risky AI use before it becomes a problem.
  • About 10 minutes
  • Solo or leadership team
  • High level, no AI expertise

How this works

This guide walks you through five focused steps. Each step includes a script you can copy and paste directly into Slack, Teams, or email. Complete the steps in order, and in 10 minutes you’ll have a safer, clearer AI environment for your team.

Your 10-Minute Reset

1. Share clear boundaries

Time: 1 minutes

2. If you have a policy, make sure it's being used

Time: 1–2 minutes

3. Run a quick team check-in

Time: 3 minutes

4. Choose ONE safe task to try

Time: 3-5 minutes

5. Capture one insight

Time: 2 minutes

Step 1 of 5. About 1 minutes

1: Share clear boundaries

Why this matters

Right now, some people on your team are using AI. Others are avoiding it completely because they are not sure what is safe. This creates two problems: shadow AI (risky experiments happening quietly) and paralysis (people who want to try but will not because they are afraid of doing it wrong). Clear boundaries fix both.

How to complete this step

Copy and paste the message below into Slack, Teams, or email. You can tweak the wording for your team.
Hey everyone. I have been hearing questions about AI use, and I want to make sure we are all on the same page. Here is what is safe for us to use AI for right now, and what we need to avoid to protect our work and our clients.
Safe to use AI for
  • Drafting non-sensitive emails
  • Summaries of public content
  • Brainstorming ideas and outlines
  • Cleaning up writing
  • Early-stage research
Not Safe for AI
  • Client names or personal data
  • Financial or donor information
  • Contracts or agreements
  • Confidential internal documents
  • Anything with legal, HR, or compliance risk
Step 2 of 5. About 1–2 minutes

2: If you have a policy, make sure it's being used

Why this matters

Most AI policies sit in a folder somewhere and nobody reads them. This step helps you understand what is actually confusing people so the policy can do its job.

How to complete this step

If you have an AI policy, use this script:
We have an AI policy in place. I want to make sure it is actually clear and useful for everyone. Quick check-in.
Then ask:
  • What in our policy feels unclear?
  • Do you feel unsure about what is allowed?
If you do not have a policy yet, say this:
We do not have a formal AI policy yet. For now, use the guidelines I just shared as our ground rules. We will formalize this soon.
Step 3 of 5. About 3 minutes

3: Run a quick team check-in

Why this matters

You need to know what people are actually thinking and feeling about AI. This step surfaces questions, fears, and ideas that people may be afraid to say out loud.

How to complete this step

Say something like this to your team:
I want AI to feel safe and simple for all of us. There is no pressure here, and we do not need to be perfect. I just have three quick questions.
Ask:
  • 1. What in our policy feels unclear?
  • 2. What feels confusing or overwhelming about AI?
  • 3. What is one task we might want to try AI with this week?
Step 4 of 5. About 3-5 minutes

4: Choose ONE safe task to try

Why this matters

Small, low-risk experiments reduce fear and create real learning.

Important

Only use AI tools your organization has already approved.
If nothing has been approved yet, complete Steps 1–3 and wait for leadership or IT to confirm which tool is safe to use.

How to complete this step

Pick one task to try:
  • Clean up a messy email
  • Summarize meeting notes
  • Turn a topic into a simple outline
  • Ask AI to organize a to-do list
  • Draft a rough proposal paragraph
Do it once.
Note the time saved.
Celebrate the win with your team.
Step 5 of 5. About 2 minutes

5: Capture one insight

Why this matters

This is how you avoid guessing what your team needs next.

How to complete this step

Ask each team member:
  • What became easier?
  • What still felt unclear or risky?
  • Where would we like more guidance?
This gives you clarity on what is working, what is not, and what needs to happen next.

The AI Readiness Accelerator

If this 10-minute reset helped, the next step is building the foundation.

The AI Readiness Accelerator is a 6-week program for leadership teams who want to lead AI intentionally, not reactively.
You will walk away with:
  • Leadership alignment across your team
  • Clear guardrails and strategic direction
  • Practical workflows that save 100+ hours per year
  • The skills to stay relevant as a leader and keep your organization competitive
Learn more about the AI Readiness Accelerator
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