Decision inputs
Facts that change the policy answer
Within learning and training, this request uses session plan, learning objectives and approved examples to produce facilitation prompts and timing notes. Both belong in the submission before any policy route is trusted.
- 1Task and owner
- Workshop facilitator wants to draft facilitator notes. Name who owns the finished facilitation prompts and timing notes; ownership should not disappear because AI helped produce it.
- 2Information involved
- Session plan, learning objectives and approved examples. The classification must cover what the tool can retrieve as well as what the requester types.
- 3Tool and account
- An approved company account. Treat a new plug-in or connector as a change to the approved setup.
- 4Intended result
- The expected result is facilitation prompts and timing notes. The policy needs to know what happens after generation, including publication, communication and automated use.
- 5Consequence if it is wrong
- Generated prompts can invite sensitive disclosures or derail the learning goal. This is the fact most likely to move the request from routine handling into review.
- 6Human review
- lead facilitator should inspect, change, reject or stop the result. Their role should include checking source facts, correcting errors and refusing the proposed use.
Possible policy routes
The task name alone cannot decide it.
A published workplace policy can return different answers for the same task. These are the practical branches worth encoding.
A routine policy route may be possible
The least restrictive path starts only after the exact account is approved, only the minimum internal information is used, facilitation prompts and timing notes remains within the stated purpose, and lead facilitator reviews it before use.
Approval may be required
The request moves beyond routine handling when the account or data handling is uncertain, generated prompts can invite sensitive disclosures or derail the learning goal, or facilitation prompts and timing notes reaches people or systems beyond the requester’s authority.
The request may need to stop or change
A stop or redesign route becomes relevant if restricted information would enter an unapproved service, the output would act before lead facilitator can intervene, or review every exercise and define how to handle sensitive questions cannot be maintained. Consider less information, a controlled account or a non-AI process.
Request checklist
Questions to ask before using the tool
- 01
Will draft facilitator notes run inside the approved company environment from start to finish?
- 02
Could session plan, learning objectives and approved examples be reduced to a short de-identified extract?
- 03
Will facilitation prompts and timing notes remain working material, reach another person or make another system act?
- 04
What evidence will lead facilitator use to accept, correct or reject the result?
- 05
When must the employee stop and run the policy check again?
Worked request
What the employee should submit
This example supplies decision facts without pasting the underlying material into the approval record.
- requester
- workshop facilitator
- task
- Use AI to draft facilitator notes.
- information
- session plan, learning objectives and approved examples
- tool
- An approved company account
- frequency
- Recurring work
- region
- Where the work and affected people are located
- purpose
- Draft or analyse
- impact
- Employee training
- review
- Complete human review
- owner
- lead facilitator
Useful safeguards
Controls that fit this request
- ✓
Review every exercise and define how to handle sensitive questions
- ✓
Reduce session plan, learning objectives and approved examples to the smallest useful extract and remove fields unrelated to facilitation prompts and timing notes.
- ✓
Keep the use within draft or analyse and run another check if the audience, tool or intended effect changes.
- ✓
Record the request and reviewer without copying unnecessary parts of session plan, learning objectives and approved examples into the audit trail.
Questions people ask
About this AI use
Is using AI to draft facilitator notes automatically allowed?
The company policy supplies the answer after it receives the real tool, data, purpose, impact and review plan. This page only prepares those facts.
What does the policy need to know about this use?
Describe facilitation prompts and timing notes, identify session plan, learning objectives and approved examples, name the exact tool and account, explain who will receive or rely on the output, and state how lead facilitator will review it.
How much of the request should the company retain?
Record the request and reviewer without copying unnecessary parts of session plan, learning objectives and approved examples into the audit trail. A classification and controlled reference may be enough when copying session plan, learning objectives and approved examples would create unnecessary risk.