M.A.I. Consulting
Level 6 of seven · free page

Level 6: Building

Build Skills, agents and connections for colleagues, review their output against a rubric, and own the operating guide, so the method survives without you.

1.5 daysdelivery days from level 5
Team-level gainplanning assumption
EUR 1,200this step, per group of up to nine
Who this level is for

Three people who need exactly this, and nothing more.

NGO and international-organisation staff

You are the focal point. Three teams depend on set-ups you built, and nobody else can fix them or explain them to an auditor.

Employee in a small organisation

You are the only fluent person in a fifteen-person organisation, and the method leaves the day you do.

Student or recent graduate

You run the study group's method, or you are the junior who was asked to "set this up for the team" and now owns something nobody reviewed.

Understand

The background, kept to the minimum sufficient.

Free knowledge, written for a non-technical reader. If you can explain each of these to a colleague in a sentence, you have the background this level needs.

Do

The skills.

  • Build and document three Skills or agents the department relies onEach with a test set and a named owner. Three is enough to prove the method and few enough to maintain.
  • Connect approved sources and record the permissionsWrite access only where justified and reviewed. The register entry is part of the connection, not an afterthought.
  • Review others' output against a rubricAnd feed the corrections back into the set-ups, so the same error is not corrected twice.
  • Run the six-month review of the department's playbookWhat is used, what is stale, what to retire, and whether the owners are still the owners.
Tools

What you need, and only that.

Shared Skills in a team workspace (Claude for Team or Enterprise, Copilot Studio), the organisation's MCP connections, and an evaluation sheet: one row per set-up with its test set, last result, owner and review date.
Proof

How we know you are there.

Proof of level 6. The department's set-ups survive a week without you, and the operating guide is enough for a new colleague to run them on their first day.
Risks that enter here

New at this level, and taught with their refusal cases.

  • A set-up everyone depends on with nobody owning it.
  • A connector with write access that nobody reviewed.
  • A champion who leaves with the method, because it was never written down.
Skip for now

What the free content pushes at you that you do not need yet.

  • Coding
  • Custom software
  • Model training

Not useless, just not yet. Each of these appears at the level where it earns its place, or in a different course.

Cheat sheet

Level 6 on one page.

Print it, pin it next to the screen, and hand it to the colleague who asks how you do it.

Level 6 · BuildingM.A.I. Consulting · mai4consulting.com/use-cases/level-6/
ItemRule
Design for the reader, not for youInputs, method, outputs, refusal cases, owner. One page per set-up.
Refusal cases written downWhat the set-up must decline: personal data, decisions, out-of-scope requests.
Owner namedEvery set-up has a person and a review date.
Test set per set-upFive cases, expected output, last run date.
Rubric for reviewAccuracy, sources, format, tone, red lines. Score, then fix the instructions, not just the document.
Connections registerServer, what it exposes, read or write, who approved, when, where the logs are.
Write accessOnly where justified, reviewed and logged.
Injection and exfiltrationAnything read can instruct; anything written to can leak. Design for both.
Vendor choiceCost per completed task, data terms, exit plan. Not the benchmark.
Operating guideWhat exists, who owns it, how to run it, what to do when it breaks.
Six-month reviewKeep, fix or retire, one reason each.
Survival testA week without you.
Example briefs and design prompts

Realistic, for the work this audience actually does.

Square brackets are yours to fill. Every example keeps personal data out and keeps the decision with the person.

A Skill specification for a colleague

Draft a one-page Skill specification from this description: [the task]. Sections: when to use; inputs; steps; output format; checks; refusal cases (what it must decline, starting with personal data and any decision); owner and review date. Write it for a colleague who has never built a Skill.

Why it works: The design is forced into the shape a reader needs, with refusal cases and an owner from the first draft.

A review rubric, then applied

Build a review rubric for AI-assisted donor report sections: five criteria, each scored 0 to 2, with an example of a 0 and a 2. The criteria must include figure traceability, source citation, tone, format compliance and red-line compliance. Then apply it to the attached section and show your scoring.

Why it works: A rubric with anchors, tested on a real section immediately, so the criteria are concrete.

A test set from history

Here are eight past outputs of this task with the final approved versions. Pick the five that best cover the range of difficulty, and for each write the expected output in one paragraph. This becomes the test set for the Skill.

Why it works: Real history becomes the test set, chosen for coverage rather than convenience.

A connections register entry

Draft the entry for our connections register for a read-only SharePoint connection to the Reports library. Fields: name, what it exposes, read or write, approved by, date, log location, review date. Then list three ways this connection could read more than intended, and how to prevent each.

Why it works: The register entry and the over-reach check are produced together, which is how the connection should be approved.

An injection review of your own Skill

Read the attached Skill instructions as an attacker would. List every way a document fed to this Skill could make it do something else: send, delete, reveal, change a figure. For each, propose one instruction or one permission setting that blocks it.

Why it works: The set-up is attacked on paper before a document attacks it in use.

The operating guide

Write the operating guide for the department's three Skills and one connection, for a new colleague on their first day: what exists, where it lives, who owns it, how to run it, what to check, what to do when it fails, who to call. Two pages maximum, no jargon.

Why it works: The proof of level 6 as a document: if the guide is enough, the method survives.

The six-month review

Prepare the six-month review of the playbook. For each entry in the attached sheet: last use, test-set result, owner, any incidents. Output: keep, fix or retire, with one reason each.

Why it works: A review that produces decisions, not a report.

What the training looks like

1.5 delivery days, each with an output you keep.

Online or in person, in groups of up to nine, on your own tasks and documents. Every day ends with something that did not exist that morning.

Day 1

Design, test, own

Designing for others. Three Skills or agents the department relies on are specified with inputs, method, outputs, refusal cases and owners. Test sets built from history. The connections register drafted; write access reviewed. Injection and exfiltration cases run against your own set-ups, with the policy clauses that apply.

OutputThree specified set-ups with test sets and owners, and the connections register.
Half day 2

Review and the guide

Reviewing colleagues' output against the rubric and feeding corrections back into the instructions. Writing the operating guide. The six-month review scheduled. A one-page note on model and vendor choice: cost per completed task, data terms, exit plan.

OutputThe operating guide, the rubric, the review calendar, and your level-6 playbook entry.
Price

1.5 days at EUR 800 per delivery day.

EUR 1,200this step · per group of up to nine
  • Same rate for everyone. EUR 800 per delivery day, whether you come as an individual, a representative sent by your organisation, or a team. Cumulative from level 2: 8 delivery days, EUR 6,400.
  • Shared among the participants. The group price is divided among those who attend; nine people share it nine ways.
  • Online adds nothing. In person adds venue, hotel, hospitality and travel at cost, itemised on the invoice.
  • Time saved: Team-level gain. Level 6 pays off through other people, so no personal percentage is honest.

Is level 6 the right next step for you?

Thirty minutes is enough to place you on the ladder and say honestly whether this is the level to book. Or read level 7: At the terminal next.