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AI Starter Pack for NPOs: Guardrails + 30‑Day Program

Use this to move from Dabbler to Integrator. Pick one workflow, run 10 reps, measure results. Keep it simple.

One‑page guardrails

1) Data boundary (never paste)

  • Donor personal data (names + giving history)
  • Financial account numbers
  • HR, discipline, or sensitive volunteer issues
  • Anything you wouldn’t forward by email

Only use AI tools with an enterprise guarantee that your org’s workspace data is not used to train models.

2) Quality standard

  • AI output is a first draft
  • Human review required before sharing externally
  • If errors are costly or silent, don’t use AI

3) Human ownership

  • One named reviewer is accountable
  • AI is an assistant, not an authority

4) Workflow rule

If AI adds steps, redesign the workflow or stop using it.

30‑day reps tracker

Pick one workflow. Run 10 reps. Measure minutes saved + quality.

Workflow Rep # Minutes saved Quality notes Keep / Change / Stop
1
2
3
4
5
6
7
8
9
10

Success looks like

  • Draft time drops meaningfully
  • Review time does not increase
  • Anxiety decreases because boundaries are clear
Pick your first workflow: Check out the workflow recipes and choose one to run 10 times.