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Free GoodAgents Academy resource

Trustee Briefing on AI — A Ready-to-Use Board Paper

A board paper UK charity CEOs can take straight to their next trustee meeting — strategic context, risks and mitigations, a phased plan, and the explicit decisions you're asking the board to take.

  • Written in trustee-ready language — no jargon, no hype
  • Phased plan trustees can actually approve
  • Risks paired with concrete mitigations
  • Editable DOCX you can drop into your board template

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The Honeypot Children's Charity logo
Excellent content delivered exceptionally well.

Simmi Woodwal

CEO, The Honeypot Children's Charity

Result: A proper foundation, not a one-off workshop

Everything you unlock when you join the Academy

Your free Academy account doesn't just unlock trustee briefing on ai. You get the whole Strategy & Governance library plus a preview of every Charity Opportunity and Office Productivity workflow we publish.

Strategy library (full access)

AI Adoption Journey Map, Jargon Buster, and the Trustee Briefing on AI — read in-app or download as DOCX.

Governance library (full access)

AI Policy Template, AI Readiness Survey, Data Protection Checklist and AI Risk Register — adapted for UK charities.

Charity Opportunity Library (preview)

55+ AI prompt packages across fundraising, marketing, operations, governance and HR. Browse every card; upgrade to Pro to copy the full prompts.

Office Productivity (preview)

Multi-tool workflows for monthly planning, inbox triage, meeting prep and more. Works with Copilot, Claude, ChatGPT or Gemini.

Charity profile auto-fill

Save your mission, charity number and key context once — every prompt then personalises automatically.

New resources every month

We publish new templates, prompts and workflows monthly. Free members get them as soon as they ship.

What's inside Trustee Briefing on AI

Strategic context

Why AI matters for your charity's mission, beneficiaries and operating model — without the buzzwords.

Risk and mitigation

Data, reputational, beneficiary, vendor, financial and legal risks with proportionate, costed mitigations.

A phased adoption plan

Foundations → pilots → embedded use, with clear gates and resource asks at each stage.

Roles and accountability

Who owns AI: CEO, SLT, trustees, DPO and the proposed AI Working Group.

Decisions to seek

Specific, board-ready resolutions you can lift straight into your minutes.

Budget framing

Honest cost ranges for tools, training and oversight in year 1 and year 2.

Avoid the common pitfalls

No board paper at all

AI showing up in informal staff conversations but never on a board agenda is itself a governance failure.

All risk, no plan

Listing AI risks without a path forward leaves trustees nervous and the charity stuck.

All hype, no honesty

Trustees see through "AI will transform our charity" pitches. Be specific and proportionate.

No decision asks

Information-only papers waste agenda time. Bring named decisions to seek.

How it works

1

Sign up free

Create your Academy account in under a minute.

2

Open the briefing

Read in-app or download the DOCX you can paste into your board template.

3

Customise to your charity

Replace the bracketed sections with your context — about an hour of work.

4

Take it to the board

Use the decision asks to leave the meeting with explicit, minuted approvals.

Want a co-author for the briefing?

Our Fractional AI Consultant service includes preparing trustee papers, attending board meetings as a subject expert and translating decisions into a delivery plan you actually have time to execute.

Explore Fractional AI Consultant