Team AI Training Brief
A one-page brief to fill in before any AI training: who is in the room, what each role repeats every week, which tools are approved, and what people should be able to do afterwards.
TEAM AI TRAINING BRIEF
Fill in before booking or designing any AI training. About 20 minutes. One page.
1. THE TEAM
Team / department: ______________________
Number of people: ______
Roles in the room: ______________________
How many write code: ______ (the rest are who this is for)
2. WHERE PEOPLE ARE TODAY (tick one per row)
Never Tried it Weekly Daily
Most of the team uses AI: [ ] [ ] [ ] [ ]
The manager uses AI: [ ] [ ] [ ] [ ]
3. WORK THAT REPEATS EVERY WEEK (one line per role — the raw material for training)
Role: ____________ Task: ______________________________
Role: ____________ Task: ______________________________
Role: ____________ Task: ______________________________
4. TOOLS AND DATA
AI tools the company has approved: ______________________
Information that must not go into them: ______________________
(If either line is blank, settle that first. Training on an unapproved tool teaches the wrong habit.)
5. AFTER TRAINING, PEOPLE SHOULD BE ABLE TO
[ ] pick tasks that are worth AI, and skip the ones that are not
[ ] write a work instruction the model can follow
[ ] turn a one-off chat into a workflow that runs again next week
[ ] check an output before it is used, and know who signs off
Other: ______________________
6. HOW WE WILL KNOW IT WORKED (two weeks after)
Which workflows should exist: ______________________
Who checks whether they are used: ______________________
7. LOGISTICS
Format: [ ] 90 minutes [ ] half day [ ] multi-week
Onsite or remote: __________ Language: __________ Preferred dates: __________What you need first
- Twenty minutes with the team’s manager
- A rough list of what each role does every week
- The name of whoever approves software
How to use it
- 1
Fill it in with the manager, not for them. Section 3 is the part only they know.
- 2
If section 4 has blanks, stop and resolve them; everything else depends on it.
- 3
Send the finished page to whoever is running the training — it replaces the first discovery call.
- 4
Keep it. Section 6 is what you review two weeks after the session.
Make it yours
- Run one brief per department. Sales and operations never share section 3.
- For a leadership team, replace section 3 with “decisions we make every month”. If the list is short, a 90-minute session fits better than a workshop.
A planning worksheet, not a prompt: fill it in with your team. It pairs with the Executive Brief Creation with AI workflow. See where it fits in AI for Leaders and Managers, or take the AI Readiness Assessment to find your team’s weakest area. Want to work through it with Jack? See how training works.
Templates that pair with this one
AI Use Case Discovery Worksheet
The four-question scoring sheet used to open every AI Man Jack session: list three weekly tasks, score them, pick the narrowest one that passes.
Open template →Two-Week AI Workflow Review
The review run two weeks after a workflow starts: was it used on real work, was it accurate enough, where did checking take too long — then one decision: keep, change or stop.
Open template →Workflows that use this template
Executive Brief Creation with AI
Build a one-page weekly brief for leadership from team updates: what changed, what is at risk, what needs a decision.
Open workflow →Meeting Notes to Action Items with AI
Turn a transcript or rough notes into decisions, action items with owners and dates, and open questions.
Open workflow →
Bring one task.
Leave with it running.
Book a 30-minute call. You’ll have a recommended format and a written quote within 24 hours.
Book a WorkshopOr email [email protected] · text TRAINING to (469) 425-4142