AI PLANNING CHECKLIST FOR CHARITIES
AI Strategies Ltd

LEADERSHIP AND GOVERNANCE
- Do we know where staff are already using AI informally?
- Have we identified what data must never be shared with public AI tools?
- Is there clear leadership ownership for AI decisions?
- Do we need a simple AI policy or approved tools list?

OPERATIONS AND CAPACITY
- Which repetitive tasks take too much staff time?
- Which teams would benefit most from drafting or summarising support?
- Where are reporting or internal admin bottlenecks slowing progress?
- Which area would we prioritise if AI freed 20% of staff time?

FUNDRAISING AND COMMUNICATIONS
- Could AI help draft first versions of fundraising or stewardship content?
- Could it improve supporter research or internal knowledge sharing?
- Are there clear review steps so quality and tone remain human-led?
- Can we define one small pilot with a measurable benefit?

READINESS AND NEXT STEPS
- Agree the first safe use case to test.
- Define success measures before any rollout.
- Identify what training or guidance staff need first.
- Decide whether the organisation needs an audit, training, or tool research next.

Contact:
info@ai-strategies.co.uk
07969 652207