Checklist
Monthly AI Review
Thirty minutes on the calendar. Five questions on the agenda. One decision per month. That's the entire program for most small businesses.
Reviewed by Level Up Automate.
TL;DR
Five questions cover tools, incidents, training, vendors, and metrics.
End every meeting with one written decision and one follow-up owner.
Save notes — they become your audit trail.
The five-question agenda
Walk through in order.
- 1. New tools: what showed up since last month? Approve, deny, defer.
- 2. Incidents and near-misses: anything to log?
- 3. Training: are new hires up to speed? Refreshers needed?
- 4. Vendors: any contract renewals or changes coming?
- 5. Metrics: how is approved-tool adoption trending?
Output of the meeting
One page, every time. List of decisions, list of action items with owners and dates, and a snapshot of where the program stands. Filed in your AI governance folder.
Common questions
Plain-English answers
Is monthly too often?
It can be — quarterly is fine for most small businesses once the program is mature. Use monthly during the first six months when the program is being established.
Related reading
Next step
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