TRAIN YOUR TEAM WITHOUT LEAKING CONFIDENTIAL INFO_

> simple rules that prevent big mistakes AI tools are useful. They're also very good at one thing: remembering what you paste into them (even when you didn't mean to). If your team is using AI at work, you need clear rules. Not complicated. Just clear. --- THE CORE RULE_ If you wouldn't post it publicly, don't paste it into an AI tool. That includes: • client info • addresses, phone numbers, emails • passwords, codes, links • internal documents • financial details • anything about minors (for churches/ministries) --- WHAT TO DO INSTEAD_ 1) REMOVE IDENTIFIERS_ Replace sensitive details with placeholders: • "Client Name" → [CLIENT] • "Invoice #39483" → [INVOICE] • "Street address" → [ADDRESS] You can still get help writing, organizing, and improving — without exposing data. 2) SUMMARIZE, DON'T DUMP_ Instead of pasting the whole email thread, write a 3–5 line summary and ask for a reply. 3) USE INTERNAL TOOLS WHEN AVAILABLE_ If you have Microsoft 365 / Google Workspace options that keep data in your org's environment, use those for internal content. --- WHAT YOUR POLICY SHOULD SAY (IN PLAIN ENGLISH)_ • No passwords or access codes in AI • No personal info (client/member/student) • No private financial data • No internal documents without approval • Use placeholders by default • When unsure: ask a supervisor --- TRAINING THAT ACTUALLY WORKS_ A one-page policy + a 30-minute training beats a 10-page document no one reads. > BOOK_AI_SAFETY_TRAINING_ → /contact > GET_AN_AI_POLICY_TEMPLATE_ → /contact > TRAIN_MY_TEAM_ → /services/consulting-training