Grant Performance Office
Grant PerformanceOffice
A governance-first guide for introducing AI into reporting assembly without losing reviewer accountability.
Resource
AI Governance Checklist for Grant Reporting
Boundary
AI supports assembly, not donor-facing accountability or high-judgment decisions.
AI Governance Checklist for Grant Reporting
Use this checklist before introducing AI into reporting workflows, variance drafting, evidence review, or donor-facing narrative support.
Approved uses
- Low-judgment narrative assembly from approved source packs
- Variance pattern detection for reviewer follow-up
- Terminology consistency checks against donor language
Uses requiring named review
- Drafting any section that interprets delivery performance
- Summarising compliance issues for leadership decisions
- Building donor-facing explanations from multiple source files
Prohibited uses
- Final donor submission without human approval
- Risk weighting without reviewer accountability
- Use of confidential material outside approved handling rules
Source traceability
- Every AI-supported output must point back to named source files
- Missing source references must block publication or submission
- Version control must preserve the final approved source pack
Human accountability
| Control area | Named owner | Minimum rule |
|---|---|---|
| Technical accuracy | Technical reviewer | No external use without explicit technical approval |
| Financial integrity | Finance reviewer | Variances and figures must be checked against source files |
| Final release | Final approver | Human sign-off remains the last control gate |
The safest AI workflow is the one that makes sources, review owners, and approval boundaries more visible rather than less visible.