AI Training Workshop

Who it's for

• Businesses that know AI could save them time but haven't found where to start.
• Finance, HR and operational admin professionals with repeating work: reports, reconciliations, summaries, chasing.
• Managers who need to decide what AI is allowed to touch, and who checks it.

What you need

• A laptop.
• An active subscription to an AI tool such as Copilot, ChatGPT, Claude or Gemini.
• An answer to the question: “What task do you want to automate through AI, of the same level that you could delegate to a trainee with a clear checklist?”

What happens on the day

Before the day, each person tells us one job they do every week that they want to delegate to AI. (Think: what do you do that you could delegate to a trainee with a checklist?) During the session, each block moves that job one step further through AI automation. There's a check-in halfway through, with 1-on-1 support, so nobody leaves stuck.

First half: the four Ds

Built on the AI Fluency 4D Framework by Prof. Rick Dakan and Prof. Joseph Feller, developed with Anthropic.

Delegation

Break your job into steps and decide which ones AI does, which stay with a person, and where the checks go.

Description

Write the job as a brief the AI can act on, so it stops guessing. (What, how, detail)

Discernment

Produce a first real output and check its output. Spot the mistakes before they reach a report. (Product, process, performance)

Diligence

Agree what data can go into which tool, and who is accountable for what comes out.

Lunch

A break with sandwiches and refreshments.

After the break: making it stick

Context

Most "it made it up" moments come from asking without context. Build a reusable pack of your policies, templates and tone so every answer starts from your organisation, not the internet.

Running without you

Set the job to run on a trigger or a schedule, with a human checkpoint where it matters. (Looking at agents within AI)

Leadership session

• What would you let AI do without asking?
• Where must a person sign off?
• Who owns its mistakes?
• Leave with your first answers written down.

What your team leaves with

• One weekly job, running with AI and checked by a person.
• A context pack saved in the tool they already use.
• Ground rules for what data goes where, and who signs off.

Format

• A day (9:30am for a 10:00am start, finishing at 3:30pm), hosted at The Stable in Weston-super-Mare.
• Up to 10 people per group, so everyone gets hands-on support.
• Works with the tools you already have: Copilot, ChatGPT, Claude or Gemini.

Who runs it

Neil Millard has over 20 years in IT, including many years in the financial sector with clients such as Barclays, HMRC and AXA. He is the author of two books, Who Moved My Servers? and Confident Contractor, and a speaker and trainer who helps businesses embrace new technology.

Costs & details

• Session costs £250 +VAT per person.
• Venue: The Stable, 3-6 Wadham Street, Weston-super-Mare BS23 1JY.
• Date: 24th November 2026.
• Times: arrive 9:30am for a 10:00am start, finishing at 3:30pm.
• Food & drink: teas and coffees, light lunch buffet.