TEAM TRAINING

Your team uses AI like a search engine.
Teach them to delegate to it.

Working sessions for HR, operations and shared services leaders. Business users, not developers.

Adoption happened. Training didn't.

Your company rolled out Copilot or ChatGPT. People ask it questions. Very few hand it work. The difference is the same skill that makes someone a good manager: clear context, a clear audience, a clear standard for done. Managing AI is surprisingly similar to managing people. We teach it that way.

What your team keeps

A shared language for what AI can and cannot do today, from chat up to agents.
A method for scoring any process on five dimensions, with three verdicts: Delegate, Redesign First, Keep Human.
A ranked list of candidate processes, scored by the people who own the work. It is the answer ready for the day someone asks "show me your roadmap, where can we automate."

Three formats

Where Agents Fit

2 hours. On site or hybrid.

Prompting as leadership, the levels of AI capability that lead up to agents, and a live agent demo. Then the room scores its own processes and sorts each one: Delegate, Redesign First, or Keep Human.

Live Build

1 hour. Remote.

We take one process from your team's list and build and publish the agent live, start to finish, so everyone sees the whole path from idea to working tool.

Build Lab

At least 2 hours. Hands on.

Each participant builds and publishes an agent for their own process, with us in the room to get them unstuck.

How an engagement runs

1

Scoping call

We learn your processes, your tools and your audience.

2

Where Agents Fit

The room scores its own work.

3

Homework

Each participant scores one more process they own.

4

Live Build

We build one agent from the list, live.

5

Handover

You keep the worksheets, the scoring method and the ranked list.

Delivered September 2026 for HR and shared services leaders at a San Rafael company.

Built on what you already license

Tool agnostic up to the demo. We build in the platform your team already has, including Microsoft Copilot Studio and Claude.

Questions

Does everyone need a license?
No. Where Agents Fit and Live Build run without participant licenses. Build Lab needs one per person.
Who is it for?
HR, shared services, operations and L&D leaders. Mixed AI experience is expected.
Can remote people join?
Yes. Hybrid rooms run the remote group as a table of its own.
Can we run it for another department afterward?
Yes. The scoring method works on any process someone owns.
What does it cost?
Quoted per engagement, based on format and group size. Book a call and we will scope it.

Find out which of your team's work is ready for an agent.