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Team AI training guide · By Yes AI

AI use policy: write it before or after training?

Published 5 min read

Organisations often hold AI training back while a policy is drafted, or run training with no policy at all. Both cause problems. This guide sets out a middle route, a short interim rule before training and a full policy after it, using the National AI Centre's guidance.

Quick answer

Put a short interim policy in place before training, then finish the full policy after it. Staff need to know which tools are approved and what information must stay out before they practise. The workshop then shows where the draft is unclear or unrealistic, which improves the final version. The National AI Centre's policy guidance lists what to cover: permitted uses, approvals, data, oversight, reporting and review dates.

Two managers in a Canberra office marking up a printed draft policy at a shared desk

Why not wait until the full policy is finished?

Staff rarely wait for a policy. The National AI Centre says it is likely some staff are already using AI at work, whether or not there is an approved policy, and its policy guidance warns that without clear rules teams may use AI inconsistently, which creates unnecessary risk. A full policy can take a long time when it needs sign-off from legal, IT and leadership. Holding training until then leaves people using AI with neither rules nor skills. Training without any rule has its own problem: the session teaches whatever the tool allows, and staff assume that is permitted.

What must the interim policy say?

The interim version can be one page. The National AI Centre's guidance on creating an AI policy lists what a policy should clearly set out before it is published, and the same list works for a first version. Write a sentence or two under each heading below, using the terms staff already use. Mark the page as interim with a date for the full version, so nobody treats it as final.

  • What AI can and cannot be used for.
  • Who approves higher-risk uses.
  • What information staff can put into AI tools.
  • When staff need to oversee or check AI use.
  • How staff report issues or misuse.
  • When the policy will be reviewed.

Who should own the AI policy?

The National AI Centre's foundations guidance starts with accountability: assign a senior leader as the overall AI governance owner, with enough authority and understanding of AI to oversee its use, and create a policy that gives staff advice on AI risks and how to manage them. That person signs the interim policy and owns the full one. In a small organisation it may be the owner or general manager. A training provider, IT or HR can help draft it, but the owner needs to be someone who can answer staff questions and approve exceptions.

How does the workshop improve the policy?

The National AI Centre suggests testing a draft policy with the people who will use, review or oversee it. A workshop does that in practice. When staff try real tasks under the interim rule, the gaps show quickly: a task the rule does not mention, a kind of information nobody had considered, an approval step too slow to use. Ask the facilitator to record every policy question raised in the room, without names, and send the list to the policy owner. That list gives the owner concrete cases to resolve in the full version.

What should the full policy add?

The full policy builds on the interim rule with the governance practices the National AI Centre describes. Not every organisation needs all of them at once, and the foundations guidance says to adapt each practice to your organisation's size, uses and risk profile. Common additions are listed below. If AI use will change jobs significantly, consultation obligations may also apply, which our guide to training staff who are worried about AI covers.

  • An AI register recording the tools in use, what they are used for and who is accountable for each.
  • A risk screening step for new uses, such as anything that affects decisions about people.
  • Rules on telling customers and others when AI is used.
  • Human oversight matched to the stakes of each use, with points where a person can pause or override.

How often should the policy be reviewed?

Set a review date in the policy, as the National AI Centre's guidance recommends, and add triggers that bring the review forward: a new tool, a significant change to an existing one, an incident or a new kind of use. Tools change, so a policy written around product features dates quickly. Write it around kinds of use and kinds of information, and keep the list of approved tools in a separate register that can be updated without reopening the whole policy.

Interim policy and full policy compared

ElementInterim version, before trainingFull version, after training
Approved toolsNamed tools and account typesA maintained register with an owner for each tool
Information rulesKinds of information that never go inKinds of information, approval routes and examples from real tasks
Higher-risk usesNot permitted without the owner's approvalA risk screening step and approval process
Checking outputsA person checks before anything is usedOversight matched to the stakes of each use
Reporting problemsOne named contactA reporting and incident process
ReviewDate for the full versionScheduled review plus triggers

Practical checklist

  • Name the senior owner of the AI policy.
  • Publish the one-page interim rule before invitations go out.
  • Check every exercise against the interim rule.
  • Ask the facilitator to record policy questions raised, without names.
  • Set the date by which the full policy will be drafted.
  • Tell attendees the interim rule will change after their input.

Common questions

Can we adopt the government's AI policy template as it is?

It is designed as a starting point. The National AI Centre's template includes core principles, expected behaviours, roles and responsibilities, approval points and guidance on monitoring and review. The Centre recommends tailoring it to your values, goals, legal obligations and existing governance, using terms your team already knows. Adopted unchanged, it usually leaves sections that do not match how your organisation works.

How long should an AI use policy be?

Long enough to answer the questions staff actually have, and short enough that they read it. A one-page interim rule is usually enough for training. The full policy can be longer, but keep the staff-facing rules separate from governance detail such as the register and risk process, so people can find the part that applies to them.

Does a small business need an AI policy?

The National AI Centre's foundations guidance is written for organisations starting out or using AI in low-risk ways, and one of its first getting-started steps is creating an AI policy. For a small team, that can be a single page covering approved tools, information rules and who to ask. The aim is a shared rule, and a long document is optional.

Can the training provider write our policy?

A provider can help draft it, and a workshop surfaces many of the questions a policy must answer. The policy still needs an owner inside your organisation who approves it, answers questions and decides exceptions. Treat drafting as a separate piece of work from training, with its own scope, so neither gets squeezed.

Who should be involved in drafting the full policy?

The National AI Centre suggests testing the draft with the people who will use, review or oversee it. In practice that means a few staff from the teams that use AI most, whoever handles privacy, someone from IT and the policy owner. If the policy will change how jobs are done in a significant way, check whether consultation obligations under an enterprise agreement or award apply.

Sources and further reading

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