---
title: "Run an AI steering group"
description: "A four-step setup for a small, monthly AI steering group that decides priorities, approves new uses and keeps risk in check without slowing teams down."
url: https://lidvizion.ai/guides/run-an-ai-steering-group/
site: Lid Vizion
index: https://lidvizion.ai/llms.txt
---

[Field guides](https://lidvizion.ai/guides/) 4 steps

# Run an AI steering group

A four-step setup for a small, monthly AI steering group that decides priorities, approves new uses and keeps risk in check without slowing teams down.

For: Leadership teams where AI use is growing across departments and nobody owns the decisions.

Once several teams use AI, the same questions keep returning: which tools are approved, which projects go next, who checks the risks. A small steering group answers them in one place. These four steps set it up so it decides quickly, publishes what it decides and stays out of the way of day-to-day work.

## Step 1 — Set the remit and members

**Goal:** Make clear what the group decides and who is in it.

1. Write the remit: approved tools, priority workflows, policy changes and high-risk uses.
2. Keep it small: an executive sponsor, an operations lead, a technology lead and someone covering legal or risk.
3. Name a chair who prepares the agenda and records decisions.
4. Agree what teams can do without asking the group.

**You finish with:** A one-page charter with remit, members and decision rights.

## Step 2 — Create the intake

**Goal:** Give teams one simple way to bring proposals.

1. Use a short form: the workflow, the data involved, the expected benefit and the owner.
2. Sort proposals into low, medium and high risk using written criteria.
3. Let low-risk uses within policy proceed without waiting for a meeting.
4. Bring medium and high-risk proposals to the monthly meeting.

**You finish with:** An intake form and risk criteria.

## Step 3 — Run the monthly meeting

**Goal:** Decide, record and move on.

1. Review results from live workflows against their measures.
2. Decide on new proposals: approve, approve with conditions, or decline with a reason.
3. Update the approved tools list and policy if needed.
4. Publish decisions to the company the same week.

**You finish with:** A decision log and a published monthly update.

## Step 4 — Review the portfolio quarterly

**Goal:** Keep the overall programme focused and safe.

1. List every live AI workflow with its owner and results.
2. Stop or fix workflows that are not delivering or have new risks.
3. Choose the next quarter’s priorities.
4. Check that access, data rules and training still match how AI is used.

**You finish with:** A quarterly portfolio review and updated priorities.

## Common pitfalls

- A large committee that cannot decide.
- Making every small use wait for a meeting.
- Decisions that are never published.
- No owner for each live workflow.

Want a hand getting started?

## Fractional Chief AI Officer

We connect AI strategy to the workflows, controls, tools, people, and measurements required to make it useful.

[See how it works](https://lidvizion.ai/services/fractional-chief-ai-officer/) [Talk this playbook through](https://lidvizion.ai/contact/?need=fractional-chief-ai-officer&from=%2Fguides%2Frun-an-ai-steering-group%2F#write)

## See it as a workflow

- [A company-wide AI rollout with rules people follow](https://lidvizion.ai/use-cases/company-wide-ai-rollout/): Leadership Move from scattered personal AI accounts to one approved setup, a short policy and a first set of shared workflows the whole company uses.

## More guides like this

- [Run a quarterly AI usage review](https://lidvizion.ai/guides/run-a-quarterly-ai-usage-review/)
- [Run an AI pilot that ends in a decision](https://lidvizion.ai/guides/run-an-ai-pilot-that-ends-in-a-decision/)

## Related answers

- [What should a practical 90-day AI plan include?](https://lidvizion.ai/answers/what-should-a-90-day-ai-plan-include/)
- [When should a company hire a fractional Chief AI Officer?](https://lidvizion.ai/answers/when-should-a-company-hire-a-fractional-chief-ai-officer/)

Bring the messy version

## One workflow. A better way to run it.

Show us the tools, the handoffs, and the part that keeps slowing your team down.

[Let’s map your workflow](https://lidvizion.ai/contact/) · [Read our approach](https://lidvizion.ai/approach/)