Downloadable Resource

A practical AI planning checklist for charities.

Use this checklist to structure an internal conversation about readiness, governance, quick wins, and the next questions your organisation should answer before moving further.

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Leadership & Governance

Questions to answer first

Do we know where staff are already using AI informally?
Have we identified what data must never be shared with public AI tools?
Is there clear leadership ownership for AI decisions?
Do we need a simple AI policy or approved tools list?

Operations & Capacity

Where pressure is highest

Which repetitive tasks take too much staff time?
Which teams would benefit most from drafting or summarising support?
Where are reporting or internal admin bottlenecks slowing progress?
Which area would we prioritise if AI freed 20% of staff time?

Fundraising & Communications

Opportunity review

Could AI help draft first versions of fundraising or stewardship content?
Could it improve supporter research or internal knowledge sharing?
Are there clear review steps so quality and tone remain human-led?
Can we define one small pilot with a measurable benefit?

Readiness & Next Steps

What to do after the review

Agree the first safe use case to test.
Define success measures before any rollout.
Identify what training or guidance staff need first.
Decide whether the organisation needs an audit, training, or tool research next.

After The Checklist

Use the audit for a fuller readiness view.

The checklist is a quick internal prompt. If you want a more structured view of maturity, risks, and priorities, the AI Audit gives you a much more detailed snapshot.

Start the AI Audit Email now