AI GOVERNANCE BRIEFING · ENTERPRISE CHECKLIST

Enterprise Chat Lockdown Checklist

Test What Enterprise Chat Can Access and Share

A fillable workbook for security, IT, privacy and AI governance teams preparing an enterprise chat rollout.

Before an AI assistant reaches company data, verify who can use it, what it can access and share, and who can switch it off.

The 13-page workbook gives you 32 controls across eight areas, with space to record who owns each control, what passed and what needs to be fixed.

13-PAGE ENTERPRISE CHAT WORKBOOK

Two colleagues review enterprise chat security controls on a workstation.

Get the Complete 13-Page Checklist

Enter your email to get the fillable PDF, including pass criteria, evidence prompts, remediation steps and a rollout decision page.

Free resource · 13 pages · Fillable PDF

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What's Inside

32 Controls Across Eight Areas

Assess identity, data protection, retention, connectors and actions, model settings, monitoring, governance and rollout.

Owners, Evidence & Remediation

Record who owns each control, the test result, dated evidence and the fix or follow-up.

Worked Prompt-Injection Test

Rehearse whether a malicious instruction in a connected document can trigger an unauthorized transfer or action.

Rollout Decision Record

Review the 16 default launch gates and record the approved scope, exceptions, rollback triggers and sign-off.

Disclaimer: This resource is provided for general informational and educational purposes only and does not constitute legal, regulatory, compliance, risk, or other professional advice. Organizations should adapt governance structures to their specific circumstances and consult appropriate professional advisors where necessary.