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- Identifying red flags: Hallucinations, outdated information, missing sources, and sensitive content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
Testimonials (4)
Meeting efficiency is something that's fairly "basic", but not thought about a lot and with really large implications on people/company time. Understanding these best practices and keeping them top-of-mind will be of immediate help.
Dan Moffatt - Chris Courtemanche
Course - Personal Efficiency and Managing Meetings
Provided and explained very clearly a lot of foundational concepts, which fit well with the team's level of learning. The exercises were very engaging and I believe my team were comfortable and participated very well. Coordinating with the trainer as well was very seamless.
Christlan Tolentino - Canadian Blood Services
Course - Critical Thinking
I especially appreciated the instructor’s ability to give thorough, well-explained answers to questions specific to my personal situation.
HASAN TAHA URLU - Huber Turkiye
Course - Assertiveness
the exercises and the way the trainer was explaining
