Consulting / Field guide
Plan an AI workshop that changes how a small team works
A team can leave a workshop enthusiastic and return to exactly the same process. Build the session around one deliverable people will use the following week.
2XD Studio · · 2 min read
Bring two versions of the same task
For a support team, choose a routine question and an exception that the policy does not cover. Use approved or anonymized material. Ask participants to draft a response before showing them a suggested workflow. This gives the facilitator a baseline and reveals where staff already exercise judgment.
Practice review as a separate skill
Give participants an answer that sounds polished but cites an outdated passage. Ask them to find the source and mark which sentence needs correction. Then practice saying that the evidence is insufficient. This exercise teaches a behavior that remains useful even when the team's AI tools change.
Leave an owner and a reusable example
Save a completed exercise, a review checklist, and a note on which information may enter the tool. Assign someone to collect questions during the next week. At follow-up, ask for one task staff repeated successfully and one case they escalated. Both outcomes are evidence that the training reached the work.
Make feedback specific
Instead of asking whether the class enjoyed AI, ask a participant to show the exact point where they checked a claim. If they cannot demonstrate it, revise the exercise. If they can, give them a similar task with no valid source and see whether they stop. These two observations often reveal more than a satisfaction score.
Reader questions
Should technical and nontechnical staff train together?
They can share the introduction. Break into task-specific exercises when their permissions, tools, or expected outputs differ.
How do we measure learning without a quiz?
Give participants a fresh example and score the output, source checks, and escalation decision with a short rubric.