Course Outline
Prerequisites
No technical background is required. It is beneficial (but not required) to have basic familiarity with AI tools such as ChatGPT or Microsoft Copilot.
Target Audience
- Team Leaders and Middle Managers
- Project and Product Managers
- Function Heads (Operations, Customer Service, Sales)
- HR Business Partners (optional)
Introduction (Human Dynamics in AI Adoption)
- Why AI adoption fails in real teams: It is driven by human factors, not just the tools.
- Calibrating trust: Avoiding under-reliance and over-reliance (automation bias).
- Accountability: AI can support, but humans remain responsible.
1. Calibrated Reliance (Safe Usage in Daily Operations)
- Use-case boundaries: Determining what is suitable for AI and what is not.
- Stopping criteria: When to pause, verify, or escalate.
- Common failure patterns and early warning indicators.
2. Verification Criteria (Ensuring Quality Without Delay)
- Practical verification levels (light, standard, strict).
- Red flags: Hallucinations, outdated facts, missing sources, and sensitive content.
- “Second source” validation and traceability fundamentals (what to document).
3. Accountability and Decision Discipline
- Ownership: Identifying who validates, who decides, and who approves.
- Escalation triggers and decision thresholds.
- Decision logging: Minimum evidence and documentation requirements.
4. Team Agreement Workshop (Core Outcome)
- Structuring working agreements: Trigger, action, evidence, owner, consequence.
- Examples for common workflows (emails, analysis, customer communications, internal documents).
- Aligning agreements with corporate policy and confidentiality requirements.
5. Trust and Psychological Safety
- Common concerns: Job displacement, loss of competence, or status.
- Manager scripts: Discussing AI without hype or panic.
- Managing conflict: Navigating “pro-AI” vs. “anti-AI” viewpoints to reduce polarization.
6. Lightweight Incident Response (AI Errors and Near-Misses)
- Classifying incidents: Low, medium, or high impact.
- Containing and communicating (internally and to customers when necessary).
- Learning loop: Updating agreements, templates, and rituals.
7. 30-Day Adoption Plan
- Team rituals: Weekly check-ins, prompt reviews, incident reviews, and decision reviews.
- Key metrics: Adoption quality, rework rates, escalations, and trust indicators.
- Next steps and follow-up strategy.
Requirements
- Basic understanding of standard workplace workflows (email, documentation, meetings).
- Beneficial (but not mandatory): Previous experience with AI tools such as ChatGPT or Microsoft Copilot.
Target Audience
- Team Leaders and Middle Managers
- Project and Product Managers
- Function Heads (Operations, Customer Service, Sales)
- HR Business Partners
Testimonials (4)
Meeting efficiency is something that's fairly "basic", but not thought about a lot and with really large implications on people/company time. Understanding these best practices and keeping them top-of-mind will be of immediate help.
Dan Moffatt - Chris Courtemanche
Course - Personal Efficiency and Managing Meetings
Provided and explained very clearly a lot of foundational concepts, which fit well with the team's level of learning. The exercises were very engaging and I believe my team were comfortable and participated very well. Coordinating with the trainer as well was very seamless.
Christlan Tolentino - Canadian Blood Services
Course - Critical Thinking
I especially appreciated the instructor’s ability to give thorough, well-explained answers to questions specific to my personal situation.
HASAN TAHA URLU - Huber Turkiye
Course - Assertiveness
the exercises and the way the trainer was explaining
