What you can put into practice
- Define the service, plan and permitted use under review.
- Separate mandatory requirements from preferences.
- Record supplier evidence, gaps and customer responsibilities.
- Design a bounded pilot and document a decision, fallback and review triggers.
- Define the service, plan and permitted use under review.
- Separate mandatory requirements from preferences.
- Record supplier evidence, gaps and customer responsibilities.
- Design a bounded pilot and document a decision, fallback and review triggers.
Where this guidance helps
- Use brief and decision boundaries
- Requirements, dependencies and supplier evidence
- Assurance, data terms and available controls
- Use brief and decision boundaries
- Requirements, dependencies and supplier evidence
- Assurance, data terms and available controls
Tools you can adapt
- Start with the brief and decision boundary
- Use brief
- Supplier questions
- Requirements
- Evidence register
- Dependencies
- Assurance scope review
- Pilot record
- Customer responsibilities
- Decision memo
- Monitoring and exit
- Learning observation
- Start with the brief and decision boundary
- Use brief
- Supplier questions
- Requirements
- Evidence register
- Dependencies
- Assurance scope review
- Pilot record
- Customer responsibilities
- Decision memo
- Monitoring and exit
- Learning observation
Fictional examples, practical decisions
- A retailer comparing two drafting services.
- An existing storage supplier adding an AI assistant.
- A retailer comparing two drafting services.
- An existing storage supplier adding an AI assistant.
Inside the handbook
View the handbook contents +
Condensed topic outline:
- Use brief and decision boundaries
- Requirements, dependencies and supplier evidence
- Assurance, data terms and available controls
- Pilot design, costs, continuity and exit
- New-supplier and existing-supplier fictional cases
- Decision maintenance and practical assessment
How this report was prepared
AI-assisted educational material with fictional worked cases, editable records and practice exercises. It is not an independent product test or a claim of certification. Source organizations do not endorse the publication.AI-assisted educational material with fictional worked cases, editable records and practice exercises. It is not an independent product test or a claim of certification. Source organizations do not endorse the publication.
Scope and limitations
Educational guidance, not legal advice, a professional security assessment or certification. No guarantee of security, compliance or loss prevention. All case organizations, records and outcomes are fictional; practice does not establish that a real system is safe or authorized. No real vendor is assessed or endorsed; fictional prices and tests are not market comparisons.Questions before you begin
What formats are included? PDF and Word reading materials, with editable CSV and Markdown tools and practice materials. Do exercises use live systems? No. Use the supplied fictional materials; do not connect real accounts, send messages, make payments or upload confidential records to complete them.What formats are included? PDF and Word reading materials, with editable CSV and Markdown tools and practice materials.
Do exercises use live systems? No. Use the supplied fictional materials; do not connect real accounts, send messages, make payments or upload confidential records to complete them.