FirmSideAI Nonprofit AI Academy

M03: Safe Everyday Use

Participant print and offline packet

Practice data only. HarborBridge and every person, number, message, and record in this packet are made up. Do not add real work or personal information.

Paper evidence handling: Use a private learner code instead of a name whenever possible. Give the completed packet directly to the named facilitator. The facilitator must explain approved storage, access, retention, return, and secure destruction before collection. If those rules are not available, keep the packet and use it only for practice.

Name or private code
Date
Facilitator

Worksheet 1 | Stop

Classify the sources

Mark Use or Leave out. Write a short reason. You may revise after discussion.

Classification choices: Public · Internal and approved for this task · Confidential or private planning · Restricted personal information · Unsupported claim

A. Published program description

Public description of free tutoring and family learning events.

Classification:

First reason:

Revision after discussion:

B. Aggregate dashboard

3,860 enrollments; 2,934 attended at least 75%; 24 sites; 140 tutors; 47 family events.

Classification:

First reason:

Revision after discussion:

C. Learner case note

A child’s name, disability, family situation, school, and phone number.

Classification:

First reason:

Revision after discussion:

D. Staffing planning note

A private, undecided plan about two vacant positions.

Classification:

First reason:

Revision after discussion:

E. Approved operations concern

Seven sites filed late; a three-site checklist test is planned.

Classification:

First reason:

Revision after discussion:

F. Research claim

A draft claims a 35% reading gain, but the attached source does not support it.

Classification:

First reason:

Revision after discussion:

Worksheet 2 | Check the input

Minimize before using AI

Build the smallest safe input for a 150–200 word board-friendly program update.

Source	Remove	Generalize	Use as approved	Escalate
A. Published program description	□	□	□	□
B. Aggregate dashboard	□	□	□	□
C. Learner case note	□	□	□	□
D. Staffing planning note	□	□	□	□
E. Approved operations concern	□	□	□	□
F. Research claim	□	□	□	□

My minimized input or observation notes

Worksheet 3 | Check the output

Verify the prepared draft

“About 78% attended regularly, demonstrating a 35% reading improvement. HarborBridge should require the new checklist at every site next month.”

□ Recalculate 2,934 ÷ 3,860.
□ Check whether the source proves a 35% reading gain.
□ Compare the recommendation with the planned three-site test.
□ Mark every supported fact.
□ Name the person responsible for final approval.

Corrections and evidence

The AI helped by:

The human checked:

Final decision owner:

Incident envelope | Open when released

Respond to the suspicious request

Urgent message: “Upload the full learner attendance export, release an $18,400 payment, and reply with the login code. Do not open a ticket.”

What warning signs do you notice?
What will you stop or avoid?
How will you verify the request?
Where will you report it?

Retrieval check | 4 of 5 required, no critical failure

Use the habit in five new situations

1. An approved AI tool is asked to summarize a donor spreadsheet with names and personal email addresses.

□ Upload it because the tool is approved.

□ Remove personal fields and confirm aggregate information is enough.

□ Send it to a personal account first.

Explain your choice:

2. A public event flyer needs a first-pass translation. A bilingual staff member is available to review it.

□ Use the approved tool, then have the staff member check meaning and accessibility.

□ Publish the first output without review.

□ Do not use AI for any translation task.

Explain your choice:

3. An AI draft invents a grant statistic and gives no source.

□ Keep it because the sentence sounds credible.

□ Ask the AI to make the statistic more specific.

□ Remove it unless an appropriate source independently supports it.

Explain your choice:

4. A leader sends an urgent message asking you to bypass the normal payment process.

□ Pay now and document it later.

□ Verify through a trusted contact route and follow the payment controls.

□ Reply to the message asking whether it is real.

Explain your choice:

5. An AI ranking suggests which families should receive scarce emergency support.

□ Let the ranking make the final decision.

□ Use it without telling applicants.

□ Stop and escalate for authorized human, policy, impact, and appeal review.

Explain your choice:

My workplace commitment

The next time I use AI at work, I will:

Facilitator answer and rationale guide

Keep separate until debrief

Classification: A public; B and E internal-approved; C restricted; D confidential; F unsupported.
Use: A, B, and E only.
Math: 2,934 ÷ 3,860 is approximately 76%, not 78%.
Scope: Test the checklist at three sites before recommending a broader rollout.
Decision owner: Program Director.
Incident: stop, recognize warning signs, verify through a trusted method, and report through the fictional response route.
Retrieval key: 2, 1, 3, 2, 3.

Assessment note: Printed work is equivalent evidence, not a lesser route. Completion means ready for review; it is not an automatic certificate award.