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Clayton Advisory
Team Webinars

Two-Session Team AI Accelerator

2×90 min sessions for 2–8 people. Scalable group format aligning leadership teams around AI skill building and sustainable transformation.

Outcomes

Hands-on fluency with core AI skills (prompting, iteration, model features)
Safe use aligned to your company's AI policy and data/privacy standards
Practical fact-checking & skepticism habits (trace sources, verify claims, bias checks)
Individual workflows upgraded; team use-cases identified and piloted
Lightweight plan to measure impact and keep skills growing as a team

Session Breakdown

1

Session 1: Personal Fluency & Safe Use

90 minutes

Pre-work:

Each person brings 1–2 real tasks (emails, briefs, analyses, slides).

In-session:

  • Rapid baseline + policy: what's allowed, data handling, confidentiality do's/don'ts
  • Core skills: role framing, constraints, formats, iteration; when to switch models/features
  • Fact-check drills: verify references, parallel prompts, red-team the model, bias & harm checks
  • Apply to your task: build a repeatable micro-workflow and capture 2–3 reusable prompts

Takeaways:

Personal prompt set, Safety & Fact-Check mini-checklist, 1-week practice goal.

Between Sessions (1–2 weeks)

  • Micro-challenges (10–15 min each) using real work; share wins/misses in a team thread
  • Quick pulse on time saved & quality; collect examples for a shared "what good looks like" doc
2

Session 2: Team Workflows & Scaling

90 minutes

Warm start:

Share wins, pitfalls, and policy questions from practice.

In-session:

  • Team use-case mapping: where AI helps handoffs, synthesis, planning, customer comms
  • Build the "Team AI Playbook": standard prompts, input/output formats, quality gates, owners
  • Safety at scale: governance-in-miniature (when to escalate, what to never automate)
  • Measurement & cadence: pick 2–3 KPIs (e.g., cycle time, draft quality, time saved) and a weekly ritual

Takeaways:

Draft Team AI Playbook, 30-60-90 day plan, KPI tracker starter.

What's Included

Resources & Templates

  • Prompt patterns library
  • Fact-check tactics & safety checklist
  • Policy quick-guide (customized)

Team Tools & Tracking

  • Team AI Playbook template
  • KPI tracker starter
  • Curated tool tips (ChatGPT/Claude/Copilot)

Fit & Logistics

Team Format

Designed for mixed fluency, no prior training required. Team will be hands on keyboard.

Security & Privacy

Uses company-approved tools, no proprietary data used without permission

Ideal For

Cross-functional teams in any industry aiming for near-term ROI

Operations • Finance/Accounting • Marketing • Sales • Client Service • HR • Legal • Compliance

Ready to Transform Your Team's AI Capabilities?

Get Started Today