Conflict of interest guidance for board
When to use: at the start of the trustee year, or when a specific COI has come up. How to use: give AI a fictional COI scenario and ask for a decision framework — never paste identifiable trustee details.
When to use this prompt
Reach for this prompt when you need to when to use: at the start of the trustee year, or when a specific COI has come up. How to use: give AI a fictional COI scenario and ask for a decision framework — never paste identifiable trustee details. It's designed for Chair of Trustees, Company Secretary. Typically used within Governance work.
Draft with AI, then have a colleague verify facts and tone before use.
How to use it
- 1
Gather your inputs
Have your local context, audience and goal to hand. - 2
Fill in the template
Copy the template below and replace every bracketed placeholder with real, local context. Keep names and safeguarding details out. - 3
Run it in your AI tool
Paste into your preferred AI assistant. Ask a follow-up if the output misses your association's tone or context. - 4
Review with the checklist
Work through the human-review checklist below before you send, publish or act on the output.
Prefer a guided flow? Adapt with the guided builder — it fills placeholders from your association profile.
Prompt template
Produce a plain-English guide to managing conflicts of interest for our trustees. Structure: what counts as a COI (with 4 fictional examples), the register (what we record and when), what happens in a meeting when a COI arises (declaration, participation, voting), how we handle sustained COIs, our annual refresh. Include the fictional scenarios only — do not invent real cases.
Replace bracketed placeholders with real context. Never paste identifying details about children, health or safeguarding cases.
What good output looks like
A 2-page COI guide with fictional worked examples.
Why this prompt works
Turns a compliance topic into something trustees actually understand and use.
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