Free Template
The AI SOP Policy Template for Healthcare and Medtech Marketing Teams
One clear, written standard for how your marketing and training team uses AI — ready to adapt to your organization and compliance needs.
Set one standard for AI across your team
Three ready-to-adapt SOPs, a signature page, and an implementation checklist.
People use AI in different ways without an agreed standard, and in a regulated industry that creates compliance and consistency risk. This template gives every team member one reference to follow — and a reusable starting point you can update over time.
This is a working starting point, not legal counsel. Adapt it to your organization and review it with your own compliance and legal teams.
What's inside
What can and cannot go into AI tools, and how to protect sensitive and regulated information.
A clear human-in-the-loop review step before any AI-assisted work moves forward.
When and how to disclose AI involvement, aligned with compliance expectations.
A sign-off page so every team member acknowledges the standard.
A short rollout checklist to put the policy into practice across the team.
