Free Agency AI Policy Template: Creating Guidance for AI use for your Agency

Download your free AI Agency Policy Template to help staff navigate generative AI with safety, guardrails, and transparency.

A Practical Starting Point for Agencies to provide clarity for Stakeholders

If you’re unsure how AI fits into your social work agency, you’re not alone.

Agencies across clinical, school, and community settings are increasingly encountering AI tools—but with understandable caution. Questions about ethics, confidentiality, boundaries, risk, and professional responsibility are real and valid.

That’s why this AI Guidance Policy Template was created: to provide agencies with a clear, values-aligned framework for evaluating, governing, and responsibly integrating AI into organizational practice while centering social work ethics, transparency, and human oversight.

Get the Free AI Agency Template

A Practical Document
Designed for the
Realities of Agencies

Download your free AI Guidance Template and get clear, practical guidance for navigating AI in social work settings.

This document is designed to support collaboration within agencies to establish clear guidance, expectations, and boundaries for how AI tools may be used in practice. It was created for clinicians, field instructors, agency directors, and managers, including social workers navigating emerging questions about AI use within organizational and supervisory contexts.

How This Template Supports Ethical Practice

Using AI without guidance can increase risk. Avoiding AI entirely can limit learning and innovation.

This template helps you find the ethical middle ground by supporting:

  • Intentional decision-making rather than automation

    Reflection on reliance and scope of use

    Professional accountability and transparency

    Client-centered safeguards

    Clear agency-wide expectations

AI becomes a tool to support—not a shortcut that replaces professional judgment.

What This AI Supervision Template Is (and Isn’t)

This is not a generic AI guide or a technology checklist.

It is a practical guidance document created by a social worker for social work practice and agency use, designed to support:

  • Ethical integration

  • Skill development

  • Professional Accountability

  • Guardrails and boundaries of AI use

  • Alignment across roles, expectations, and responsibilities

Download To Get The Free AI Policy Template

How The AI Social Worker
Is Transforming Their Practice

  • — Renee M. Rawcliffe, LMSW Director of Continuing Education and Professional Development Adelphi University School of Social Work

    “This training transformed our team’s understanding of AI in social work. Marina created a space where ethics, clarity, and curiosity could thrive—turning initial hesitation into confidence and meaningful application.”

  • — Jasmine Ramirez, Co-Founder the Latinx Collective

    “Marina’s training gave us more than insight—it gave us tools. We left with a clear understanding of AI, a stronger ethical foundation, and practical resources to help us work smarter, not harder.”

  • — Education Program Manager, NASW North Carolina Chapter

    “It’s rare to find a social worker with Marina’s level of expertise in AI. Her presentation was clear, engaging, and ethically grounded—helping our community move from skepticism to confidence with practical tools and real-world insight.”

  • — Collected through Anonymous Evaluation – AI Training

    I came in skeptical about AI in social work—but left feeling curious, informed, and excited to explore the possibilities. The resources Dr. Badillo-Diaz shared were incredibly helpful.

  • — Collected through Anonymous Evaluation – AI Training

    Dr. Badillo-Diaz was very informative and offered many helpful aids to learning and working with AI to make it useful in the care of our clients. I loved all the prompts asking to use AI to help create solutions. It was an  exceptional training!


  • — Collected through Anonymous Evaluation – AI Training

    I enjoyed the Chat GPT usage for SW notes.This was a very Interesting workshop. I've not even considered using this tool until now. The definition and types of AI was educational. I didn't know there were "types" of AI. I appreciated the live demonstrations. Security, confidentiality, and privacy need to be highly considered. Absolutely love the AI prompting guidebook.

Build a More Sustainable Practice
—Without Losing What Matters Most

Tools that support your care, your clarity, and your calling.

You became a social worker to create change—not to drown in admin.
This free social work guide gives you a practical starting point to ease the load with AI-powered tools—rooted in ethical standards for social workers and designed to support both your clients and your wellbeing.