Services AI Governance About Begin Assessment
R

Strategic HR & Operations Advisory

Transformation.
Direction.
Growth.

We help organizations navigate complexity through clarity, structure, and disciplined execution — so the mission can actually scale.

Our Services Begin AI Assessment
Approach Flat-rate
Focus People & Systems
Delivery 48-hr reports
The Ethos

Clarity In Complexity.

Organizations rarely fail because they lack ideas. They struggle because strategy, people, systems, and execution become disconnected.

Recast Advisory exists to reconnect them. Where Recast Creative transforms materials, Recast Advisory transforms organizations — helping leaders navigate growth, change, and complexity through structure, insight, and disciplined execution.

  • Transformation is possible
  • Clarity creates momentum
  • Systems create freedom
  • Leadership is stewardship
  • Sustainable growth requires alignment
Executive advisory session
Advisory Practice Areas

Four disciplines,
one outcome.

We work at the intersection of people and operations — the space most advisory firms ignore. All engagements are flat-rate, so you always know the investment before we begin.

01

Organizational
Transformation

We build the people infrastructure that lets your organization perform without the chaos — from compliance architecture to culture design and talent systems.

HRIS Implementation Multi-State Compliance Talent Architecture Culture Design
02

Leadership &
Operations

KPI frameworks, executive operating rhythm, process design, and org restructuring. We make sure the systems behind your leadership actually hold.

KPI Dashboards Org Design Process Optimization Fractional COO
03

AI Governance &
Workforce Strategy

Before your team touches AI, you need policy, guardrails, and a change management plan. We build the governance foundation so implementation doesn't blow up.

AI Policy Security Framework Staff Training Change Management
04

Strategic Assessment &
Due Diligence

Operational assessments, business diagnostics, and performance reviews that surface the real picture — and a clear path forward.

Operational Assessments Business Diagnostics Performance Reviews Acquisition Support
AI Governance Service

Your organization is not ready for AI.
Yet.

Most organizations implement AI before building the policies that protect them. We fix that — with a governance framework designed for how your specific organization actually operates.

Our AI Governance engagement delivers everything you need to adopt AI responsibly — not a generic template, but a framework built around your organization's structure, sector, and risk profile.

  • Custom AI Acceptable Use Policy for your organization type
  • Data privacy and security governance framework
  • Role-based access and accountability structure
  • Staff onboarding and AI fluency plan
  • Compliance alignment (nonprofit, for-profit, or regulated)
  • Implementation-ready SOPs for AI tool deployment

AI Governance Assessment

Complete our intake questionnaire and we'll deliver a personalized AI readiness report and policy outline within 48 hours.

Begin Assessment

Takes about 10 minutes · Results delivered within 48 hours

Designed for
→Nonprofits and mission-driven organizations
→Growing companies adopting AI for the first time
→HR and operations teams navigating AI implementation
→Leaders who want guardrails before anything goes live
Why This Matters Now

Your team is already using AI.
Without a policy, that's a liability.

Google Workspace, Microsoft Copilot, and ChatGPT are embedded in daily work — whether leadership approved them or not. Staff are making judgment calls about what data to share. Vendors are quietly activating AI features. And when something goes wrong, there's no framework to fall back on.

Shadow AI exposure

Staff using personal AI tools with organizational data — often without realizing the risk.

Compliance gaps

EEOC, OFCCP, HIPAA, and grant requirements apply to AI just as they do to everything else.

No enforcement structure

A policy no one reads doesn't protect anyone. Most organizations have no named enforcer and no violation process.

Platform AI is already on

Google Gemini and Microsoft Copilot are active in accounts right now — often for all managers and above by default.

Service Tiers

Three engagement tiers.
One clear outcome.

Every engagement begins with our intake form. Select the tier that matches your organization's readiness and risk profile.

Tier 1
Policy Template
$350
One-time · Delivered within 24 hours

You know you need an AI governance policy. You're not ready to build it from scratch. Complete our intake form and we'll generate a structured, customizable template scoped to your organization.

  • ✓Tailored template based on your intake answers
  • ✓Sections matched to your specific priorities
  • ✓Word document, ready to customize
  • ✓Covers only the sections that apply to you
Delivery within 24 hours
Start with intake form →
Most popular
Tier 2
Guided Policy Build
$5,000
Fixed fee · 2-week engagement from kickoff

Your AI governance policy should reflect how your organization actually operates. We work with you through a structured discovery process and write a policy built around your real risk profile.

  • ✓Intake + live discovery meeting
  • ✓Tech stack & vendor agreement audit
  • ✓Custom-written AI governance policy
  • ✓Data classification framework (4-tier)
  • ✓Violation response framework
  • ✓One revision round included
2-week engagement · delivered within 30 days
Start with intake form →
Tier 3
Guided Policy & Launch
$8,000+
Depending on size & complexity

A policy no one reads doesn’t protect anyone. Tier 3 pairs the Guided Policy Build with the training, tools, and support your team needs to actually adopt it.

  • ✓Everything included in Tier 2
  • ✓Staff & leadership training design
  • ✓Implementation roadmap
  • ✓Board presentation package
  • ✓Rollout communication package
  • ✓Adoption planning & support
Engagement scoped to your org size
Start with intake form →

Annual policy review retainer available for all clients — $1,500–$2,500/year. Includes annual review, vendor monitoring, and quarterly board support.

What You Receive

Every deliverable. No surprises.

Tier 2 and Tier 3 engagements produce a complete policy package — delivered as Word files within 30 days of kickoff, ready for your team to review, adopt, and put into practice.

Interim acceptable use notice

Day-1 all-staff notice covering immediate AI use rules while the full policy is developed.

Technology platform AI audit

Structured audit template — which AI features are active, who has access, and what can reach sensitive data.

Data classification framework

Four-tier framework (Prohibited → Restricted → Internal → Public) mapping your data types to AI use rules.

Full AI governance policy

Complete policy: acceptable use, prohibited uses, platform governance, vendor assessment, enforcement, and HR automation framework.

Vendor agreement review

Checklist confirming whether any vendor agreement allows AI training on your organization’s data.

Violation response framework

Tiered enforcement process integrated with your existing progressive discipline structure.

Rollout communication package

All-staff announcement, department champion briefing guide, and rollout timeline (Tier 3).

Leadership presentation summary

Two-page board or executive committee summary formatted for final policy adoption.

Your team’s total time commitment across the full 30 days is approximately 4–6 hours. Additional revision rounds billed at $125/hr.

Why Recast Advisory

We don’t sell templates
by the shelf.

Recast Advisory is a boutique HR and operations consultancy. We embed AI as a delivery method across every engagement and bring 15+ years of compliance and organizational experience to every policy we write.

Deep compliance expertise

EEOC, OFCCP, ACA, HRIS, grant compliance — we know which regulations apply to AI use and build policy that addresses them directly.

Built for mission-driven orgs

Experience in nonprofit, multi-site, and mission-driven environments where people, compliance, and limited IT resources all collide.

Policy built with you

Not handed to you. Every policy reflects your actual tech stack, data environment, governance structure, and staff reality.

HR automation gateway

Every governance engagement sets the foundation for Phase 2 — HR automation, onboarding design, and workflow transformation.

How It Works

From intake to board adoption in 30 days.

Step 01

Complete the intake form

10-minute questionnaire covering your org structure, tech stack, data environment, and AI use today. This is where the policy starts.

Step 02

Discovery meeting

Tier 2 and 3 engagements include a 90-minute session to go deeper on risk profile, governance structure, and regulatory scope.

Step 03

Policy development

We draft your full policy package — data classification, acceptable use, enforcement framework, and all deliverables — in two weeks.

Step 04

Review & revise

One consolidated revision round included. Leadership, COO, IT head, and CFO review together — not sequentially.

Step 05

Board adoption

We prepare the board summary and rollout package. Your organization adopts a policy staff will actually follow. Phase 2 begins.

R
Recast Advisory
AI Governance Intake
Step 1 of 6

Your organization

Tell us about your structure and scale so we can tailor the assessment to your context.

Current technology

Help us understand what systems you’re already using and how your team relates to technology.

Data & security

Understanding your data landscape helps us build governance guardrails that are practical, not generic.

Your AI goals

We want to understand what you’re trying to achieve — and how ready you are to get there.

People & change capacity

AI governance isn’t just a document — it requires people to actually change how they work.

One last thing

We’ll send your AI readiness report to the email you provided. Let us know how best to follow up.

✓

Thank you — we’ll be in touch.

Your AI governance assessment has been received. Expect your personalized report and policy outline within 48 hours.

— Erica & Sarah · Recast Advisory

The Partners

Human expertise.
Operational rigor.

Erica Richey Cook — Co-Founder, Recast Advisory

Erica Richey Cook

Co-Founder & Operations Partner

Erica brings COO-level advisory, AI implementation expertise, and deep experience in organizational systems design. She works at the intersection of strategy and execution — identifying where the real work needs to happen and building the structures that make it sustainable.

Her background spans organizational transformation, KPI architecture, process design, and AI governance — the kind of operational expertise that connects leadership vision to ground-level execution.

Operations Design AI Integration Org Strategy KPI Systems Executive Advisory
S Sarah Monreal

Sarah Monreal

Co-Founder & HR Partner

Sarah brings deep expertise in HRIS implementation, multi-state compliance, talent architecture, and workforce systems. Her background spans AAP ownership, OFCCP, ACA, EEO/EEOC compliance, and employee relations at scale.

The kind of HR knowledge that protects organizations and builds them to last — grounded in both the regulatory detail and the human reality of how organizations actually function.

HRIS Implementation Multi-State Compliance Talent Architecture HR Systems OFCCP / EEO

Ready to bring clarity to your organization?

Begin AI Assessment Or email us at hello@recastadvisory.com