Intro
AI Basics
- Your starting point
- New to AI
- Practice with
- Emails, notes, everyday tasks
- Leave with
- A completed task and safety checklist
- Format
- Instructor-led introduction
- Human responsibility
- Check the answer
YOUR TEAM. YOUR NEXT STEP.
Find your
AI training program.
Compare the levels, then explore the exercises and outcomes. Each workshop is shaped around your team’s goals and experience.
COMPARE THE PROGRAMS
Find the right level
for your work.
Start with your current experience and the kind of work you want to do. You do not need to take every level.
| Choose your next step | AI Basics | AI as a Thought Partner | AI as an Assistant | AI as an Employee |
|---|---|---|---|---|
| Your starting point | New to AI | Occasional AI use | Confident collaborating with AI | Already delegating AI tasks |
| Practice with | Emails, notes, everyday tasks | Decisions, proposals, procedures | Approved files and business tools | A narrow, repeat responsibility |
| Leave with | A completed task and safety checklist | A reusable thinking and drafting method | An assistant workflow and access checklist | A supervised prototype and evaluation plan |
| Format | Instructor-led introduction | Hands-on workshop | Private team workshop | Scoped working lab |
| Human responsibility | Check the answer | Challenge and verify | Review the deliverable | Set limits, approve, monitor |
| Explore | View program | View program | View program | View program |
Beginner
AI as a Thought Partner
- Your starting point
- Occasional AI use
- Practice with
- Decisions, proposals, procedures
- Leave with
- A reusable thinking and drafting method
- Format
- Hands-on workshop
- Human responsibility
- Challenge and verify
Intermediate
AI as an Assistant
- Your starting point
- Confident collaborating with AI
- Practice with
- Approved files and business tools
- Leave with
- An assistant workflow and access checklist
- Format
- Private team workshop
- Human responsibility
- Review the deliverable
Advanced
AI as an Employee
- Your starting point
- Already delegating AI tasks
- Practice with
- A narrow, repeat responsibility
- Leave with
- A supervised prototype and evaluation plan
- Format
- Scoped working lab
- Human responsibility
- Set limits, approve, monitor
Duration and preparation depend on your team and scope. Tools are selected together; software, travel, and production implementation are identified separately.
Stop wondering where to start. Bring an everyday task and learn how to get useful help from AI, one conversation at a time.
A good fit when
You are new to AI and want help with everyday work.
Three places we can start
An easier first draft
Turn rough notes into a clear customer email. Adjust the tone, compare versions, and choose what actually sounds like you.
A clearer working day
Turn meeting notes into a checklist, summarize a document, or break an unfamiliar task into manageable steps.
A better first question
Explain what you are doing and what help you need. Learn when to add context, verify a claim, or keep information out of the chat.
Skills and techniques
Starting a conversation; basic context; follow-up questions; everyday drafting; recognizing uncertainty; approved tools and safe sample data.
What you take away
Your first useful prompts, an everyday task completed, and a simple safety checklist.
Introductory, instructor-led session. Bring a laptop; we agree on an appropriate tool before the session.
Confidence comes before complexity. This is not a coding class, a tool subscription, or professional advice.
Give your ideas a useful second perspective. Learn to work through decisions and documents with AI, rather than accepting the first answer.
A good fit when
You use AI occasionally and want more consistent results.
Three places we can start
Think through a decision
Compare a vendor proposal, hiring plan, or business opportunity. Separate the evidence from assumptions and identify what to verify.
Draft, then make it better
Have AI interview you before creating a job description, procedure, or proposal. Read the first draft, challenge it, and refine it.
Give every conversation a job
Create a focused strategist, customer, or technical reviewer. Keep unrelated work separate and deliberately pass along the relevant context.
Skills and techniques
Goals and constraints; interview-me prompting; focused personas; focused conversations; iterative drafting; testing the strongest objections; documenting decisions; verification.
What you take away
A reusable interview → draft → challenge → refine process, applied to your own work.
Hands-on workshop using a decision, document, or planning task from your business.
A persona is a perspective, not a credential. Legal and financial drafts still need appropriate independent review.
Build an assistant workflow around your documents, priorities, or business data. Learn to give clear instructions and check the finished work.
A good fit when
You already work with AI and want to assign clearly defined tasks.
Three places we can start
Prepare your working day
Review an approved inbox and calendar, spot possible missed follow-ups, and prepare a priority brief. Draft responses for your review.
Produce a real deliverable
Compare sample invoices and payments, analyze a workbook, create a presentation, or build a simple website. Check the result against the source.
Set up AI for the business
Map company-owned accounts, employee licenses, data rules, connectors, and onboarding/offboarding. Define what each specialized assistant can access.
Skills and techniques
Approved file analysis; document and presentation creation; reusable assistants; explicit context handoffs; supported desktop actions; connector permissions; account ownership; managing access when people join or leave.
What you take away
A repeatable assistant workflow, a finished task, and an access checklist.
Private team workshop with guided practice. We confirm licenses, access, and sample data before connecting anything.
Features depend on your tools, subscriptions, permissions, and policies. Revoking access cannot erase copies someone already retained.
Start with one responsibility, not twenty. Learn how to build and evaluate an AI role that knows what it may do, when to stop, and when to ask a person.
A good fit when
You already assign AI tasks and want to manage an ongoing workflow.
Three places we can start
Keep follow-ups from going stale
Prototype an overdue-invoice monitor that checks approved records, drafts reminders, and routes exceptions to a person.
Watch for a meaningful change
Check an agreed source for a filing or status change, verify the evidence, and prepare a defined next action.
Build in a second perspective
Give a proposal drafter and a skeptical customer reviewer separate jobs. Reconcile objections, limit revision loops, and route the final decision to a human.
Skills and techniques
Narrow roles; scheduled and event-driven work; state and tools; least privilege; sub-agents; adversarial review; evaluation cases; logs; budgets; escalation; failure recovery.
What you take away
A defined AI role, a supervised prototype, and a plan for review and approval.
A scoped working lab, often across multiple sessions. Live deployment and production integration are separate engagements.
“Employee” is a delegation metaphor, not a promise of human-level judgment. Agent agreement is not proof, and a successful demo is not deployment approval.
SPECIALTY TRACKS
Beyond the foundations.
Focused engagements for teams ready to go further. Scope, prerequisites, and deliverables agreed together.
AI Company
Coordinate specialized agents, reviewers, and supervisors. Define handoffs, limits, and escalation paths.
Discuss this trackAI Analytics
Ask better questions of business data. Check the evidence behind each answer.
Discuss this trackAI Business Systems
Turn a well-understood process into a controlled, connected workflow. Keep simple rules simple.
Discuss this trackYOUR WORKSHOP
Shape the session
around your business.
The examples above are starting points. We choose exercises that fit your team and its work.
We agree on the goal, format, preparation, deliverables, and quote before your engagement. Software subscriptions, travel, production integrations, and ongoing support are identified separately.
Use information approved for the session, with sensitive details removed, or our sample material. For sensitive work, define the review and approval process before giving AI access.
LET’S MAKE IT PRACTICAL
Make your next step
a useful one.
Choose a program or tell us about one task your team wants to improve. We’ll work out a practical starting point together.
Private team workshops · Group introductions
Implementation and ongoing support scoped separately.