Appendix A: AI Onboarding Checklist (30 Days) - DRAFT

Week 1 – Foundation

• Read Module 1, Module 2, and Module 3 and acknowledge understanding.
• Confirm accounts on approved AI platforms are created with correct privacy settings.
• Review AI tool registry:
  • Which platforms are approved.
  • Which have DPAs/BAAs or equivalent contracts.
• Shadow a senior Employee using AI on a live or simulated engagement/project.

Week 2 – Operational Fluency

• Complete Module 4, Module 5, and Module 6.
• Apply the four‑point output review to an internal draft with feedback.
• Save contact details for:
  • Project Lead / Manager
  • security@rbaconsulting.com

Week 3 – Integration

• Complete Module 7, Module 8, and Module 9.
• Locate and bookmark:
  • AI incident reporting process.
  • AI tool registry.
• Complete a brief prompt‑security exercise or scenario with your manager/team.

Week 4 – Certification

• Complete Module 10 and Module 11.
• Confirm you know how to revoke or terminate access to approved AI tools when Employees leave engagements or depart RBA, Inc. (off-boarding workflow from Module 10).
• Confirm you can identify when third-party or AI-generated content needs attribution, licensing or terms review, or escalation to legal before making IP representations (copyright workflow from Module 11).
• Complete AI training assessment (pass mark defined by RBA, Inc.).
• Review your AI usage approach with your Manager.
• Sign annual AI training attestation.

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Employee signature: ****___**** Date: **____**

Manager signature: ******_****** Date: **____**