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What Essentials Should You Include in Your AI Playbook?

As enterprises delve deeper into the AI landscape to transform laborious tasks from daylong efforts into instant results, establishing robust AI frameworks and protocols becomes crucial. These frameworks and protocols are being embodied in AI guides and playbooks, and are being instituted to guide content creation, best practices and ethical standards.

Navigating AI Against Brand Purpose

To commemorate two decades of promoting “Real Beauty,” Dove has launched the “Self-Esteem Project.” This initiative highlights emerging concerns about the predominance of AI-generated content, which is projected to constitute 90% of all online material by 2025. The campaign critically addresses the adverse impact of “perfect” images on individual self-worth and mental health, noting that “one in three women feel compelled to alter their appearance due to the unrealistic standards set by online imagery.” In response, Dove has introduced the “Real Beauty Prompt Playbook,” designed not only to empower audiences and creators interacting daily with AI, but to guide them toward fostering a safer and more accurate representation of how AI creates the definition of beauty. This playbook encourages adherence to standards that promote authenticity and inclusivity, steering the narrative toward a more representative depiction of real beauty.

“This playbook encourages adherence to standards that promote authenticity and inclusivity, steering the narrative toward a more representative depiction of real beauty.”

Creating Better AI Outcomes

Digital transformation, defined as the integration of digital technology into all areas of a business to fundamentally change its operations and customer value delivery, is being increasingly driven by AI.

Google has taken a different approach to its Gemini chatbot for Google Workspace by providing an AI prompt features handbook. As explained here, “The guide covers different use cases for different types of people in an organization, examples of how to use it within Google Workspace apps, and sample prompts for everyday tasks done by executives, founders, and workers in sales, marketing, customer service, managing projects, and human resources.” The handbook emphasizes the importance of crafting critical prompts that incorporate several key areas: Persona, Task, Context and Format. It then provides an illustrative example of a prompt that integrates all four dimensions, demonstrating its application within Gmail and Google Docs:

You are a Google Cloud program manager. Draft an executive summary email to [persona] based on [details about relevant program docs]. Limit to bullet points.

While the handbook offers these tips specifically for Gemini for Workspace, the guidelines are versatile and can be effectively applied across any AI platform in use.

Use natural language

Write as if you’re speaking to another person. Express complete thoughts in full sentences.

Be specific and iterate

Tell Gemini for Workspace what you need it to do (summarize, write, change the tone, create). Provide as much context as possible.

Be concise and avoid complexity

State your request in brief—but specific—language. Avoid jargon.

Make it a conversation

Fine-tune your prompts if the results don’t meet your expectations or if you believe there’s room for improvement. Use follow-up prompts and an iterative process of review and refinement to yield better results.

From Ethics to Execution

We’re very familiar with how AI can produce hallucinations or can provide answers that are discriminatory or racially biased. As part of or in addition to their employee handbooks, companies should consider developing ethical guidelines for AI. This would detail how to avoid and prevent misuse, and would also promote corporate responsibility as well as other best practices. Furthermore, it would provide a moral framework that guides the responsible development and deployment of AI technologies, demonstrating the company’s commitment to ethical standards and enhancing corporate reputation, all of which is monitored by human oversight.

“As part of or in addition to their employee handbooks, companies should consider developing ethical guidelines for AI. This would detail how to avoid and prevent misuse, and would also promote corporate responsibility as well as other best practices.”

In addition to Google, IBM, Unilever and Microsoft have proactively established ethical guidelines for AI usage to ensure that their technologies are developed and deployed responsibly. Google has set a robust series of AI principles focusing on fairness, accountability and transparency, backed by rigorous testing to maintain these standards across all applications. IBM emphasizes values such as explainability and privacy in its AI ethics framework, supported by a detailed governance structure. Unilever integrates ethical AI usage within its corporate governance, employing a multifunctional team to ensure AI promotes fairness and equity globally, including a comprehensive AI assurance process. Microsoft has developed the Microsoft Responsible AI Standard, which oversees the ethical design and deployment of AI systems, emphasizing safety and adherence to societal values. These initiatives reflect a growing industry commitment to responsible AI, ensuring that such technological advancements contribute positively to society.

For example, here’s how Unilever’s AI assurance process is approached:

“When a new AI solution is being planned, the Unilever employee or supplier proposes the outlined use case and method before developing it. This is reviewed internally, with more complex cases being manually assessed by external experts. The proposer is then informed of potential ethical and efficacy risks and mitigations to be considered. After the AI application has been developed, Unilever, or the external party, runs statistical tests to ascertain whether there is a bias or fairness issue and could examine the system for efficacy in achieving its objectives. Over time, we expect that a majority of cases can be fully assessed automatically based on information about the project supplied by the project proposer.”

As companies begin to consider how to craft and deploy their own corporate AI guide or playbook, we have outlined a few suggested foundational subject areas to include below:

Strategic Alignment:

How should the AI playbook align with the broader business strategy and objectives, such as supporting corporate goals, vision or driving innovation?

Technical Roadmap:

Identify the technical aspects of implementing AI and the infrastructure needed to support AI applications.

Ethical Considerations:

Where do you highlight the importance of incorporating ethical guidelines to govern AI usage in order to maintain trust and credibility with customers?

Regulatory Compliance:

Implementing current AI regulations and the importance of staying ahead of legal requirements to avoid penalties.

Innovation and Continuous Improvement:

What’s the criteria for ongoing learning and adaptation as AI technologies evolve, while learning from industry best practices?

Crafting a Robust AI Playbook

As organizations increasingly incorporate AI into their operations, crafting a robust AI playbook is vital. Such a playbook serves not only as a guideline for technical implementation and strategic alignment, but also underscores a commitment to ethical standards. As you reflect on the strategies and insights we shared about how leading companies like Google, IBM and Unilever integrate AI responsibly, consider how these principles might apply to your own organization. What strategies will you include in your AI playbook to ensure it not only drives innovation, but also adheres to the highest ethical and compliance standards?

These are crucial questions that can guide the development of a comprehensive and responsible AI strategy.

Questions? Please email me here. As always, thank you for reading.

Photo by Barthelemy de Mazenod on Unsplash