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 Duration 7 hours

Course Outline

Prerequisites

No technical background is required. It is helpful (but not mandatory) to have basic familiarity with AI tools like ChatGPT or Microsoft Copilot.

Target Audience

  • Team Leaders and Middle Managers
  • Project and Product Managers
  • Functional Heads (Operations, Customer Service, Sales)
  • HR Business Partners (optional)

Introduction (The Role of Human Factors in AI Adoption)

  • Why AI adoption often fails in real-world teams: The impact of human factors rather than tool limitations
  • Trust calibration: Balancing under-reliance and over-reliance (understanding automation bias)
  • Accountability: Reinforcing that "AI can assist, but humans remain responsible"

1. Calibrated Reliance (Safe Integration into Daily Work)

  • Defining use-case boundaries: Identifying what is suitable for AI and what is not
  • Establishing stop rules: Knowing when to pause, verify, or escalate
  • Recognizing common failure patterns and early warning signs

2. Verification Standards (Ensuring Quality Without Efficiency Loss)

  • Implementing practical verification levels (light, standard, strict)
  • Identifying red flags: Hallucinations, outdated information, missing sources, and sensitive content
  • Applying "second source" checks and traceability basics (what to record)

3. Accountability and Decision Hygiene

  • Clarifying ownership: Who validates, decides, and signs off
  • Setting escalation triggers and decision thresholds
  • Maintaining a decision log: Minimum evidence and documentation requirements

4. Team Agreements Workshop (Key Deliverable)

  • Structuring working agreements: Trigger, action, evidence, owner, and consequence
  • Applying examples to common workflows (emails, analysis, customer communications, internal documents)
  • Aligning team agreements with company policy and confidentiality rules

5. Trust and Psychological Safety

  • Addressing common fears: Job replacement, loss of competence, and status anxiety
  • Managerial communication scripts: Discussing AI without hype or panic
  • Navigating conflict patterns: Balancing "pro-AI" and "anti-AI" perspectives to reduce polarization

6. Lightweight Incident Response (Handling AI Errors and Near-Misses)

  • Categorizing incidents by impact: Low, medium, high
  • Containing issues and communicating effectively (internally and with customers when necessary)
  • Closing the learning loop: Updating agreements, templates, and rituals

7. 30-Day Adoption Plan

  • Establishing team rituals: Weekly check-ins, prompt reviews, incident reviews, and decision reviews
  • Focusing on key metrics: Adoption quality, rework rates, escalations, and trust indicators
  • Defining next steps and follow-up strategies

Requirements

  • Familiarity with standard workplace workflows (email, documentation, meetings).
  • Beneficial (but not mandatory): Previous experience with AI tools such as ChatGPT or Microsoft Copilot.

Target Audience

  • Team Leaders and Middle Managers
  • Project and Product Managers
  • Functional Heads (Operations, Customer Service, Sales) 
  • HR Business Partners

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