Summarize the decision
State whether the team is approving exploration, piloting, purchasing, delaying, or rejecting the vendor.
Board-ready review
AI vendor board memo template for credit unions.
A board or risk committee memo should translate an AI vendor review into plain-language business purpose, risk, controls, open questions, and recommended next steps.
Practical framework
Build a record your team can discuss.
Explain the risk plainly
Tie risks to member impact, data exposure, operational reliance, oversight, and vendor evidence gaps.
Document conditions
List required controls, follow-up questions, review dates, and accountable owners before broader use.
CAI workspace
Move from checklist to review packet.
CAI helps credit union teams structure AI vendor intake, evidence gaps, controls, and decision records for internal review.