M.A.I. Consulting
Service 03 of five

Team AI Training

“How should AI be used in my role?”

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01 Readiness Assessment02 AI Use Policy03 Team Training04 Fluency Support05 Agents, Skills & ToolsAll five services
The situation

Staff have completed general AI courses and still ask what is appropriate in their own role.

A licence was bought, or a session was run, and the material did not match the documents on anyone's desk. Completion is low and nothing in the work has visibly changed.

Among UK charities, 76% now use AI tools, up from 61% a year earlier, while the barriers small charities name most are limited digital skills (48%) and lack of training (44%) source. The constraint is not access to tools. It is knowing which tasks to give them and how to check what comes back.

What you hold at the end

A working playbook for each department, and a change in what the team does next week.

See a complete sample playbook for a fundraising team →

Examples

The general module, and what a department lab covers.

The general module sets the shared rules. Each lab applies them to one department's real tasks and documents.

General module · all staff

Seven parts, one sitting

  • The rules in practice. What your policy permits, with which data, on which tools.
  • Delegation. Which tasks to hand over, which to keep, and the red lines for beneficiary and donor data.
  • Description. Three prompt patterns: role, audience, constraint and format; give the source document; let the tool interview you first.
  • Discernment. The four checks before an output is used: figures, facts, language, defensibility.
  • Diligence. What to log, what to disclose, who owns the result.
  • Practice. Two exercises on tasks every department shares, on your approved tools.
  • Close. The shared playbook and where questions go afterwards.
Department lab

Programmes and monitoring

Tasks: donor narrative reports from field notes and the previous report; indicator wording for a logframe; synthesis of survey free-text.
Red line: no beneficiary names, case details or locations below district level in any tool.

Department lab

Fundraising and partnerships

Tasks: first drafts against a funder's template; eligibility checklists from a call for proposals; donor research summaries.
Red line: no figure accepted without recomputation against the budget file.

Department lab

Finance and administration

Tasks: budget narratives from the spreadsheet; procurement comparison tables; procedure drafts.
Red line: no bank, payroll or supplier identifiers in any prompt.

Department lab

Human resources

Tasks: job descriptions and interview question banks; staff-facing policy explanations; onboarding material.
Red line: no candidate or employee personal data, and no screening decision delegated to a tool.

Department lab

Communications and advocacy

Tasks: press releases and social copy in the house voice; translation drafts for review; briefing notes from long reports.
Red line: nothing published without a named owner and a source check.

Department lab

Leadership and governance

Tasks: board paper summaries; decision memos with options; scenario notes.
Red line: strategic and personnel decisions are not delegated, and AI use in board papers is disclosed.

Legal, protection and safeguarding, IT and procurement are scoped the same way: a short task inventory with the team lead, then a lab on those tasks.

How we get there

A task inventory, a lab, and a page written with the team.

  1. Task inventory. A short interview with each team lead: what the department spends its week on, and which of it repeats.
  2. General session for all staff on the shared rules and the four competencies.
  3. A 90-minute lab per department on that team's real tasks and real documents, run by the person who scoped the engagement.
  4. The playbook is written in the lab, with the team, then cleared against your policy.

Everything follows the four competencies of the AI Fluency framework published by Anthropic with Rick Dakan and Joseph Feller source. The framework is public, so the method can be checked against it.

Typical duration: Two to six weeks

Price

Fixed price and fixed scope, agreed in writing.

Priced on organisation type, size, and how many departments need their own lab and page. Individuals and organisation representatives are priced per person for courses of fewer than ten participants, in person or online.

Price this service Back to all five services

Thirty minutes establishes whether this is the right service.

If a different one fits better, or none does yet, we will say so on the call.

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