A fill-in-the-blank pitch planner for administrative professionals, ops leads, and anyone who's spotted an AI tool worth adopting and needs to bring leadership along. This is the same planner used in the Using AI Safely workshop.
The goal: pitch responsibly. Lead with value, then address security, policy alignment, and rollout — before they ask.
"The tool I'd like to introduce is __________."
Example: Clockwise, ChatGPT, Microsoft Copilot, Otter.ai.
"This tool helps us __________. It could save us approximately ____ hours per week by __________."
Example: "Automate calendar scheduling across teams. Could save us 3 hours per week by reducing back-and-forth scheduling emails."
"The tool uses __________ to ensure data protection. We will limit access through __________."
Example: "End-to-end encryption and SOC 2 compliance. Role-based permissions and admin-controlled settings."
"This tool is __________ the company's approved list. It aligns with our current policies by __________."
Example: "Not currently on the approved list, but it aligns with our policies because we won't input PII and access is restricted to authorized users."
If no AI policy exists yet: "We currently don't have an AI policy, but this tool gives us an opportunity to define safe usage practices moving forward."
"We will monitor usage by __________. Team training will be conducted through __________."
Example: "Tracking activity logs and reviewing access monthly. A 30-minute walkthrough and a documented best practices guide."
Admin: "We've identified an AI tool that could save us 5 hours per week by automating scheduling. It uses secure, encrypted systems to protect sensitive data."
Boss: "How do we know it won't expose confidential information?"
Admin: "We've vetted the tool — it's on our approved list and follows IT's encryption standards. We'll set access permissions and review usage monthly."