Executive toolkits
Printable checklists for AI purchasing, board cyber oversight and nurse retention conversations.
Printable checklists for the conversations executive teams lead. Use your browser’s print option to print a toolkit or save it as a PDF.
AI vendor diligence checklist
Questions to answer before your organization signs an agreement for an AI tool.
- What decision or task does the tool support, and who remains accountable for the outcome?
- What data was the model trained and validated on, and does it resemble our patients?
- What performance evidence exists, in which settings, and has it been independently reviewed?
- How will we monitor accuracy, bias and drift after go-live, and who owns that monitoring?
- Where is our data stored and processed, and is it used to train the vendor’s models?
- What does the contract say about liability, audit rights and notification of errors or breaches?
- How will clinicians and staff be trained, and how can they override or report a bad output?
- How do we turn the tool off safely if it fails?
Read more in the AI in the C-suite hub.
Board questions on cyber resilience
What a board should be able to answer about the organization’s ability to keep caring for patients through a cyberattack.
- Which clinical services stop if the electronic health record is unavailable for a week?
- When did we last practice downtime procedures, and what did we learn?
- How quickly can we restore critical systems from backups we know are clean?
- Which third-party vendors could take us offline, and how are they assessed?
- Who decides to divert patients or shut systems down, and how fast can they be reached?
- What does our cyber insurance cover, and what does it exclude?
Read more in the Boards and governance hub.
Nurse stay-interview guide
Questions a manager can ask in a one-to-one conversation to learn what keeps a nurse, before they think about leaving.
- What do you look forward to when you come to work?
- What makes a shift harder than it needs to be?
- If you could change one thing about how this unit runs, what would it be?
- What would tempt you to leave, and has anything like that come up recently?
- What support or development would help you most in the next year?
- How can I make your work easier?
Close by agreeing on one action and a date to follow up. See what nurse turnover costs your hospital.

