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Meeting kitIT & securityOnboarding & training

AI adoption workshop

120 minutes 13 slides, 6 livepro Runs with Pro

A 2-hour AI workshop: where AI helps and where it doesn't, a use-case board ranked by value and risk, policy scenarios on phones and pilots with owners.

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Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

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AI at work

Where it helps, where it doesn't, and how we use it safely

Title

In short

An AI workshop helps a team learn what AI tools are good and bad at, find real uses in their own work and agree how to use them safely. This kit gives you a 2-hour agenda, a 13-slide deck with five policy scenarios answered on phones, a use-case board, a value vs risk matrix and pilots with owners.
Time
2 hours
Slides
13, 6 interactive
Includes
Agenda, deck, board, pilot plan
Plan
Pro

Updated October 4, 2026

What's in the kit

  1. 1AI at work
  2. 2What AI tools do well, and badly
  3. 3You're responsible for anything you send, publish or decide, whether AI helped or not.
  4. 4A good way to work with AI
  5. 5Our AI policy, in five scenarios
  6. 6Can you paste a customer contract into a free public AI tool to summarize it?Yes · Yes, if I remove the name · No, only in an approved tool · Yes, if it's urgent live
  7. 7AI wrote a statistic for your report. What next?Use it, it sounds right · Find and check the original source · Round it to look safer · Add 'approximately' live
  8. 8Do you need to say when AI helped with customer-facing content?Never · Always · When our policy or the client requires it · Only if asked live
  9. 9Can AI make a hiring or performance decision?Yes, it's objective · It can help, but a person decides · Only for junior roles · If HR agrees live
  10. 10You find a useful new AI tool. Can you start using it with work data?Yes, if it's free · Yes, if colleagues use it · Ask IT or security to approve it first · Yes, for small tasks live
  11. 11Rank our use cases
  12. 12One task you'll try with AI this week live
  13. 13Try it. Check it. Own it.

The agenda

By the end of this meeting, the team knows what AI is good and bad at, has listed and ranked real use cases, understands our AI policy, and has picked pilots with owners.

120 min · 9 blocks, drawn to scale Fits exactly
  1. Where are you with AI today?, 5 minutes 5
  2. What AI tools are good at, and what they get wrong, 15 minutes 15
  3. Live demo: three tasks from our own work, 15 minutes 15
  4. Use-case board: tasks that eat your time, 20 minutesBrainstorm 20
  5. Break, 10 minutes 10
  6. Our AI policy, through scenarios on your phone, 20 minutesInfo 20
  7. Rank the use cases: value vs risk, 15 minutes 15
  8. Pick two or three pilots, each with an owner and a measure, 12 minutes 12
  9. Confidence check, 8 minutes 8
0306090120 min
  1. +0′Where are you with AI today?One word: how do you feel about AI at work?Tip: Expect everything from excited to worried. Both are reasonable; say so.5 minCheck-in
  2. +5′What AI tools are good at, and what they get wrongTip: Present the deck. Show one live example of a confident, wrong answer if you can.15 minInfo
  3. +20′Live demo: three tasks from our own workTip: Pick tasks people actually do, such as summarizing a long document, a first draft of an email, or turning notes into a table.15 minInfo
  4. +35′Use-case board: tasks that eat your timeA task that eats your time, and how AI might helpTip: One task per note. Add the risk if you can see one, such as customer data or accuracy.20 minBrainstorm
  5. +55′Break10 minBreak
  6. +65′Our AI policy, through scenarios on your phoneTip: Five scenario polls in the deck. Discuss the split on each before revealing the policy answer.20 minInfo
  7. +85′Rank the use cases: value vs riskTip: Use the matrix slide. Start with high-value, low-risk tasks.15 minDiscuss
  8. +100′Pick two or three pilots, each with an owner and a measureTip: A pilot needs an owner, an approved tool, a measure (such as hours saved) and a review date.12 minDecide
  9. +112′Confidence checkHow confident are you using AI safely at work now? 1 to 58 minWrap-up

The board

Tasks that eat my time
What do you do every week that drains hours?
How AI could help
Drafting, summarizing, sorting, checking
Risks and data concerns
Customer data, accuracy, fairness
Try first
High value, low risk

The follow-up email

Subject

AI workshop: our pilots and the policy in brief

Thanks for a thoughtful session. Here's what we agreed.

Pilots
Use case | Owner | Approved tool | Measure | Review date
______ | ______ | ______ | ______ | ____
______ | ______ | ______ | ______ | ____

Our AI policy in brief (replace with yours)
1. Only put confidential or customer data into approved tools: ______
2. Check every fact, figure and source AI gives you.
3. Disclose AI use when our policy or a client requires it.
4. People make decisions about people. AI can help, not decide.
5. Ask IT or security before using a new AI tool with work data.

Use cases parked for later: ______
Questions about the policy: ______ (contact)

How to run it

  1. 1Replace the policy scenarios with your organization's real rules and approved tools before the workshop.
  2. 2Demo three tasks from your own team's work, including one where the AI gets something wrong.
  3. 3Have everyone post time-eating tasks on the board, then dot-vote and rank them with the value vs risk matrix.
  4. 4Pick two or three pilots with an owner, an approved tool, a measure and a review date.
  5. 5Send the follow-up with pilots and the policy summary, and review the pilots at the date you set.

Questions people ask

What should AI training for employees cover?
What AI tools do well and badly, how to prompt and check outputs, what data can and can't go into which tools, when to disclose AI use, and who is accountable for the result.
Is this a ChatGPT training session?
It works for ChatGPT or any other AI assistant your organization uses. The skills and policy questions are the same; swap in your approved tools.
How do you choose where to use AI first?
List tasks that take a lot of time, then rank them by value and risk. Start with high-value, low-risk tasks as small pilots, each with an owner and a measure.

Run it with your group

pro
  • Everyone answers on their phone, no app or sign-up
  • A timer for every block on the shared screen
  • Results, decisions and actions in the summary
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Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

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