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Tools & templates
Checklists, worksheets, and starter language to adapt locally. Each opens as a page you can print or save as PDF.
- 01Agent intake / risk-classification checklistComplete before building or enabling any agent. The highest answer across the six lenses sets the baseline tier.
- 02Human-oversight and escalation RACIAgree who is Responsible, Accountable, Consulted, and Informed for each oversight activity. Adjust roles to local structure.
- 03Data-access and classification worksheetList every data element the agent can read or write. Minimize before you approve.
- 04Pilot design and evaluation plan templateA short plan, agreed before launch, that says what success and failure look like.
- 05Policy starter language: authorization, monitoring, retirementSample clauses to adapt. Replace bracketed text and review with counsel.
- 06Agent registry fieldsThe minimum record for every agent at T2 and above.
- 07Equity and bias monitoring checklistRequired for every high-stakes agent; recommended for any student-facing agent.
- 08Vendor agent due-diligence questionsAsk before enabling agent features in any licensed product.