AI at Work Team Workshop

A complete two-hour, hands-on workshop where a team lists its own tasks, finds the safe and useful places for AI, practices clear requests and careful checks, and leaves with its own AI rules and a small trial.

Who it is for

• Small-business owners whose staff already use AI tools, unevenly, and who want one shared, safe way of working.

• Managers and team leads asked "How should our team use AI?" who want an answer built on the team's own work.

• Trainers, HR and L&D professionals who need a ready-to-run AI workshop that stays accurate when tools change.

• Teams that have taken the AI at Work course and now need to agree, together, what they will and will not use AI for.

The problem it solves

Many teams use AI tools without shared rules. One person pastes whole customer records into a tool, another asks it a safety question it cannot answer, a third refuses to try it, and the only rule is "use it sensibly." This workshop replaces guesswork with a structured, hands-on session built on SPEC, the four KA habits (spot a good task, protect private details, explain what you need, check before you use it). The team sorts its own tasks for fit and risk, practices removing private details and writing clear requests, finds the problems in real AI drafts, and drafts its own team rules with a trial and a review date. Decisions about people, and legal, medical, financial or safety advice, stay off-limits throughout.

What is inside

SPEC: Spot a good task, Protect private details, Explain what you need, Check before you use it.

In-person kit

• Facilitator guide, 48 pages (Word): how to use the kit, workshop overview and agenda, a plain-language primer on AI tools at work, SPEC in depth with examples for every channel and five kinds of workplace, how to run the workshop safely with or without AI access, answers to common questions, a preparation checklist, eight timed segments with SAY / DO / ASK / WAIT cues, the Scenario A script, answer keys, tricky moments, a 30-day follow-up plan and ways to adapt the workshop.

• Slide deck, 29 slides (PowerPoint), with speaker notes that repeat the guide's cues and timing.

Virtual kit

• Virtual facilitator guide, 33 pages (Word), with a producer cue sheet, three polls, chat prompts and a shared-document setup.

• Producer run sheet, 5 pages (Word).

• Virtual slide deck, 31 slides (PowerPoint), with PRODUCER actions in the notes.

Workbook and handouts

• Participant workbook, 17 pages (Word and PDF), including the eight sorting questions, a first SPEC task plan, questions to ask your manager and a 30-day log.

• One-page job aid: SPEC, four habits for every AI task (1 page).

• Handout 1: Task list and sort, with the eight questions, four boxes and a filled-in example (4 pages).

• Handout 2: Safe to paste?, with practice messages and a labels guide (2 pages).

• Handout 3: Request builder, with a filled-in example (2 pages).

• Handout 4: Find the problems, with three AI drafts to check (2 pages).

• Handout 5: Practice content and sample outputs, so every activity works with or without AI access (3 pages).

• Handout 6: Our team AI rules, nine sections with a filled-in example (2 pages).

• Handout 7: Trial plan and review, with a filled-in example (2 pages).

• Answer key for the facilitator (3 pages).

How to use it

1. Read the facilitator guide and complete the workbook yourself (about three hours).

2. Choose the delivery option: with AI access (your approved tool, practice content only) or without (printed sample outputs). Read your company's AI policy, if you have one.

3. Run the two-hour workshop in person or online. Every step tells you what to do, what to say, what to ask and when to wait.

4. Send the draft team rules for approval within two days, start the trial, and review it on the date the team agreed.

No training or technical experience is needed. If you can run a team meeting, you can run this workshop.

Formats and file types

• Word (.docx): facilitator guides, producer run sheet, participant workbook. Fully editable.

• PowerPoint (.pptx): in-person and virtual decks with speaker notes. Fully editable.

• PDF: participant workbook, job aid, handouts and answer key, ready to print.

• Fonts: Fraunces and Nunito Sans (free from Google Fonts).

• Tool-neutral: names no AI products, so it stays valid when tools change.

• Licensed for internal use by the purchasing organization.

Frequently asked questions