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Practical AI training for an association's member companies

A complete AI training kit for non-technical roles at an association’s member companies, including a fictional sample company to practise on.

The challenge

Non-technical roles in a Microsoft 365 environment.

An association of companies runs practical AI training for its members’ management, sales, purchasing, back office and finance teams, that is, for non-technical people in an environment where most work happens in Microsoft 365.

Our approach

A training kit and a follow-up day around five outputs.

We prepared a deck, a workbook, a trainer’s guide, fifty use-case cards by role, sample agents to copy, and a fictional sample company with a generated set of invoices, quotes, a contract and sales data. The follow-up advanced day is built around five tangible outputs each participant leaves with.

Fifty use-case cards by role and sample agents to copy
A fictional sample company, so nobody practises on participants’ own data
Reusable prompt patterns and a readiness checklist
Teaching method addressed explicitly: no lecture block over 20 minutes
Evidenced outcome

Evidenced repeat business: a follow-up date was confirmed after the first training, with capacity for 25 places. No satisfaction or impact figures appear in the materials.

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