Course Outline
Prerequisites
No technical background required. Helpful (not required): basic familiarity with AI tools such as ChatGPT or Microsoft Copilot.
Audience
- Team Leaders and Middle Managers
- Project / Product Managers
- Heads of Functions (Operations, Customer Service, Sales)
- HR Business Partners (optional)
Introduction (Human Factors in AI Adoption)
- Why AI adoption fails in real teams: human factors, not tools.
- Trust calibration: under-reliance vs over-reliance (automation bias).
- Accountability: "AI can assist, humans remain responsible."
1. Calibrated Reliance (Safe Use in Daily Work)
- Use-case boundaries: what is appropriate for AI, what is not.
- Stop rules: when to pause, verify, or escalate.
- Common failure patterns and early warning signs.
2. Verification Standards (Quality Without Slowdowns)
- Practical verification levels (light, standard, strict).
- Red flags: hallucinations, outdated facts, missing sources, sensitive content.
- "Secondary source" and traceability basics (what to log).
3. Accountability and Decision Hygiene
- Ownership: who validates, who decides, who signs off.
- Escalation triggers and decision thresholds.
- Decision log: minimum evidence and documentation requirements.
4. Team Agreements Workshop (Core Deliverable)
- Working agreement structure: trigger, action, evidence, owner, consequence.
- Examples for common workflows (emails, analysis, customer communications, internal documents).
- Aligning agreements with company policy and confidentiality rules.
5. Trust and Psychological Safety
- Typical fears: replacement, loss of competence, loss of status.
- Manager scripts: how to talk about AI without hype or panic.
- Conflict patterns: "pro-AI" vs "anti-AI" and how to de-polarize.
6. Light Incident Response (AI Mistakes and Near-Misses)
- Classify incidents: low/medium/high impact.
- Contain and communicate (internally and with customers when needed).
- Learning loop: update agreements, templates, and rituals.
7. 30-Day Adoption Plan
- Team rituals: weekly check-in, prompt review, incident review, decision review.
- Metrics that matter: adoption quality, rework, escalations, trust indicators.
- Next steps and follow-up plan.
Requirements
- Basic familiarity with everyday workplace workflows (email, documents, meetings).
- Helpful (not required): prior exposure to AI tools such as ChatGPT or Microsoft Copilot.
Audience
- Team Leaders and Middle Managers
- Project / Product Managers
- Heads of Functions (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