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Start here · One decision, 30 minutes

Document an AI decision your audit committee can review.

A 30-minute toolkit for compliance, legal, and risk professionals. Six PDFs, two interactive tools, one defensible Decision Record. Instant download.

Instant access · PDF + browser tools · No subscription · No login

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Where this fits

One instrument. Part of a structured method.

Use the Toolkit standalone, or as a low-risk entry point before adopting the full frameworks. Same method, three depths of application.

$29
Toolkit
You are here
$247
Frameworks
$397
Suite
See how the depths compare

What you'll receive

Decision Record Template — cover page Decision Record Template — header form
See the full preview below

Look inside

A Decision Record, sketched.

Five sections, one page of substance. Below: navigate the worked example shipped with the toolkit — a 90-day Microsoft Copilot pilot for HR CV pre-screening. Click a tab.

Worked example DR-2026-0014
Date of record 2026-04-12
Decision type Approve with conditions
A
Decision Header
Who is deciding what, on what date, about which AI tool?
Decision ID
DR-2026-0014
Date of Record
2026-04-12
Decision Owner
Maria Bianchi — Head of Talent Acquisition
AI Tool / System
Microsoft 365 Copilot (enterprise tenant)
Vendor
Microsoft Ireland Operations Ltd.
Decision Title
Approve a 90-day pilot of M365 Copilot for CV pre-screening within Talent Acquisition, restricted to incoming applications and human-reviewed shortlists.
Decision Type
Approve   Approve with conditions   Pilot/Time-limited   Refuse   Defer
B
Use Case Description
What is the AI being used for, with what data, in what scope?
What the AI is used for
Pre-screening of incoming CVs against a defined rubric (5 named criteria), producing a shortlist note per candidate. The note is advisory; it is not a hire/reject decision.
Scope (who, where, how often)
Talent Acquisition team only. EU operations. Applications to non-executive roles below grade 6. Continuous during the 90-day pilot, with weekly volume cap of 400 CVs.
Data flow
CVs uploaded only by four named recruiters via DLP-controlled SharePoint folder. Copilot processes within EU tenant boundary, no training on submitted CVs (verified, see Annex 1.4). Microsoft retention up to 30 days. No export to third-party systems.
Human-in-the-loop
A named recruiter reviews 100% of Copilot outputs in the first 30 days, then a 25% sample thereafter. Final shortlist signed by the Head of Talent Acquisition.
C
Alternatives Considered
What other options were evaluated, and why were they not chosen?
ALTERNATIVE 1
What it is
Continue manual screening only.
Why not chosen
Volume backlog at 14 days. Two roles already lost to faster competitors in Q1.
ALTERNATIVE 2
What it is
Procure a dedicated ATS-embedded AI screening vendor (HireVue, Eightfold).
Why not chosen
Procurement cycle 4–6 months. New vendor due diligence and DPA. Outside this decision’s timeline; revisit at pilot end.
ALTERNATIVE 3
What it is
Extend internal recruiter headcount.
Why not chosen
Headcount budget frozen until Q3. Temporary contractors lack required vertical knowledge.
D
Risks, Controls, Residual Risk
What can go wrong, what stops it, what remains.
RISK 1
Risk
Discriminatory shortlisting.
Control(s)
Hiring manager reviews the rubric quarterly; Copilot output blinded to name, photo, gender markers; weekly bias audit of pass-through rates.
Residual
Subtle bias in language modelling cannot be ruled out. Stop-condition: pass-through rate diverging by >10pp triggers immediate suspension.
RISK 2
Risk
Inappropriate data exposure.
Control(s)
EU tenant only; tenant-level DLP rules; “do not train” setting verified by Microsoft account team (Annex 1.4).
Residual
Copilot logs may include CV content for service operations (Microsoft retention up to 30 days). Judged GDPR Art. 28 compatible.

+ 2 more risks (Output relied on as decision; Candidate transparency) shown in the full toolkit.

E
Conscious Trade-Off & Acceptance
Why is the residual risk acceptable, and who accepts it?
Benefit pursued
Reduce average time-from-application to shortlist from 14 days to 4 days; recover the two roles/quarter currently lost to competitor speed; free 30% of recruiter time for active sourcing.
Residual risk accepted
Residual bias not eliminable by current controls; recruiter time pressure may erode the human-review safeguard; logging-related data exposure within Microsoft retention window.
Reason for proportionality
The benefit (faster, more equitable shortlists with measurable bias monitoring) is proportionate to the residual risk because the pilot is time-bounded (90 days), volume-capped (400 CVs/week), and stop-conditions are pre-committed.
Acceptance
Accepted by
Maria Bianchi — Head of Talent Acquisition
Signature / Date
/s/ M. Bianchi — 2026-04-12

Worked example shipped with the toolkit. The actual deliverables are an editable PDF template (auto-wrapping fillable fields) and a browser-based interactive compiler that runs offline.

What's in the toolkit

Eight files, ~30 pages, zero fluff.

Built around one question: how do you record an AI use decision in a form that survives audit, regulatory, or internal challenge six months later?

01 · PDF (4 pp)
Welcome and How to Use
Scope, structure, and recommended workflow. The map.
02 · Editable PDF (10 pp)
Decision Record Template
Five sections plus two annexes. Fillable form fields in any PDF reader.
03 · PDF (8 pp)
Decision Record Example
A worked HR CV pre-screening case, fully filled in. Reference, not template.
04 · PDF (2 pp)
Quick Triage Card
Five yes/no questions: Proceed, Request Approval, or Stop.
05 · PDF (4 pp)
Three Operating Principles
Contemporaneity. Adequate information. Conscious trade-off. The conceptual core.
06 · PDF (2 pp)
What Comes Next
Three signals to upgrade, and the tier map: Frameworks ($247) and Suite ($397).
07 · HTML tool
Decision Record · Interactive Compiler
Browser-based five-section guided compiler. Auto-saves on your device. Print to PDF. Export JSON.
08 · HTML tool
Quick Triage · Interactive Card
Five-question card with dynamic outcome. Runs offline.

When to use it

Three scenarios this is built for.

If your team is at the point where one specific AI use case needs an answer that survives scrutiny — this is the right tool.

A pilot needs sign-off

Marketing, HR, or operations wants to run a 30 / 60 / 90-day AI pilot. You need a record that names the decision, the risks, and the person accepting them — before the pilot starts, not after.

A vendor proposed an integration

A SaaS provider has added an AI feature, or pitched one. You are deciding whether to enable it, and on what scope. The record makes the proportionality of that decision visible.

An internal request needs an answer

A team has asked permission to use a generative AI tool with company data. You can say yes, no, or yes-with-conditions — but you need the reasoning recorded and signed.

The conceptual core

Three operating principles.

A decision record is worth what it costs to produce only if these three ideas are visible on the page.

ex ante, non ex post

Contemporaneity

A decision is recorded before its consequences are known, or it is not a decision — it is a justification.

quantum satis

Adequate Information

Enough information to be defensible, not enough to be exhaustive. The record fits on one page when filled in.

ratio proportionata

Conscious Trade-Off

A named risk, a named benefit, a named person who accepts the residual risk on behalf of the organisation.

Where this fits

Designed to be sequential.

The toolkit teaches you what a Decision Record is. The Frameworks build the policy and approval scaffolding around it. The Suite is the integrated whole.

$29
Decision Record Toolkit YOU ARE HEREOne decision. One record. One signature.
~30 pp
$247
AI Use & Control FrameworkAcceptable Use Policy, 10-question triage, approval matrix, rollout memo.
54 pp
$247
AI Vendor & Data Control FrameworkVendor review checklist, data handling rules, supplier governance.
50 pp
$397
Complete AI Governance SuiteBoth frameworks integrated. Use when you need governance at organisational level.
104 pp

All tiers are listed on the Frameworks page.

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Document one decision your audit committee can review.

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The Decision Record Toolkit is published methodology. It does not constitute legal, regulatory, or compliance advice for any specific situation, and does not guarantee compliance with any specific regulation. The Decision Record you produce is your work product and your responsibility. Operator: Lamberto Iezzi · Venice, Italy · VAT IT04386320271. Payments processed by Dodo Payments (Merchant of Record).