2025 AI LEADERSHIP COHORT 2 & 3

Session 5 Homework (Suggested Due Date: November 4)

Posted by Crystal Trice on October 22, 2025 at 11:59am

Hi, Cohort Members!

Links to Workbooks

Workbook 5: Ethics & Boundaries

Purpose: Define your library’s ethical stance on AI, set clear boundaries, and decide when and how to disclose AI use. You'll:

  • Draft a short Ethical Use Statement grounded in the five ALA values, or your own values.
  • Classify Boundaries of Use with Red / Yellow / Green Lights across key areas.
  • Build a Transparency Grid that specifies when and how you’ll disclose AI use, with short, plain-language examples.

Workbook 6: Policies & Oversight

Purpose: Identify which policies to update, draft or revise your AI policy, and clarify decision rights. You’ll:

  • Complete a short Policy Review.
  • Draft or update your AI policy using five anchor questions. (Use the provided AI Policy Template if helpful.)
  • Define Decision Rights: who proposes, approves, and monitors AI projects.

Suggested Due Date: November 4

This keeps the cohort moving steadily from vision into practical planning. You can:

  • Divide up the work by assigning sections to different team members, then regroup to review and edit, or
  • Work through it together during meetings if that fits your team’s rhythm.
  • Flexibility is key: Adapt or skip any sections that don’t fit your context right now. Focus on momentum over perfection.

Tip: Head over to the recording PDF slides for links to all the examples shared during the session (on your Tier homepage starting October 23). These can help spark ideas as you complete your workbooks.

Share & Discuss

  • Please post your reflections, discoveries, and drafts in this forum. Comment on others’ posts to offer ideas or encouragement. Seeing how different libraries approach this stage is one of the most valuable parts of the cohort.
  • I’ll be in the forum as well, offering comments, encouragement, and light coaching to help you refine your plans and troubleshoot challenges.
  • You can also email Crystal and Steve with specific questions: librariesforward@gmail.com
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Replies

  • Crystal Trice November 17, 2025 at 1:57pm

    Hi, Morgan Fitzgerald! 

    No worries about the deadline... the suggested due dates are meant to be a help, not set in stone!

    Your submission shows a great deal of thoughtful internal processing: how AI will shape your real-world workflows, policies, and staff practice.

    A few points you raised are especially strong and worth spotlighting for other libraries:

    • Your reflections on transparency, particularly the concern that some people may misunderstand AI’s role unless you explain that it’s used only for refinement, show a realistic understanding of community perception. Your commitment to honesty, paired with a plan to consult your CEO and board, is exactly the type of leadership alignment that builds trust.
    • Your note about staff using personal GPT accounts is an important operational insight. Exploring an official staff account (or another centralized option) is a smart step for privacy, consistency, and oversight.
    • Your plan to interview staff about how they’re already using AI will give you a clearer picture of current habits and needs. Many libraries skip this step and end up discovering workflow patterns much later; you’re wisely front-loading that learning.

    A couple of additional opportunities stood out as well:

    • Your “yellow-light” areas, especially cataloging/metadata and internal staff tasks, are great candidates for small pilots. Limited, structured experimentation (with human review!) can help you make informed decisions without overcommitting early.
    • You’ve correctly identified privacy and communications as the policies most likely to be affected first. Prioritizing updates in those areas will give staff the clarity they need and help set a steady foundation for future decisions.
  • Morgan Fitzgerald November 17, 2025 at 11:12am

    Hello! This is Morgan from the Orillia Public Library, sorry I missed the deadline, I got busy, and I wanted to focus more on this one as the Policy is our first big step. Thanks :). Morgan AI Leadership Cohort Roadmap_ Workbooks 5 and 6.docx

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