Training, tracks, and packages
The menu.
Every session we teach, drawn from real work in client firms. Scroll to browse, or pick a way in below. Each session ends with an assignment, and length and price are set at scoping.
Four ways in
Start here. Then choose your path.
Everyone begins with the foundations. After that, the path depends on the role and on what the firm decided to change first.
01 · Start here
Foundations
One shared baseline for every level of the firm: the rules, asking well, and checking before use.
View 4 sessions
02 · Then pick a path
Tool fluency
Real work in the tools the firm already pays for, from spreadsheets to agents.
View 6 sessions
03 · For leaders
Leadership and policy
Run the change, set the data boundaries, and write the policy the firm will own.
View 5 sessions
04 · By role
Role deep dives
Sales, operations, client service, and real estate, built on your own examples.
View 5 sessions
Browse sessions
All sessions
Showing 26 of 26 sessions
4 sessions
Foundations.
One shared baseline of safe, useful practice for every level of the firm.
Working with AI: the ground rules
Knows what AI is good at, where it fails, and the firm's rules for using it.
Well suited to
All staff
Afterwards
Use an approved tool on one real task this week and note where it helped and where it did not.
Asking well: instructions that get usable work
Writes clear instructions with context, examples, and a format, then refines the result.
Well suited to
All staff
Afterwards
Rewrite one recurring request as a reusable instruction and share it with the team.
After: Working with AI: the ground rules
Spotting weak output
Recognizes generic, wrong, or unsupported output and checks it before it leaves their hands.
Well suited to
All staff
Afterwards
Review three AI drafts against the checking list and record what you changed.
After: Working with AI: the ground rules
Build your own assistant
Sets up a reusable assistant with standing instructions and reference files for one recurring job.
Well suited to
Staff who repeat the same kind of task
Afterwards
Build one assistant for a task you do weekly and use it for two weeks.
After: Asking well: instructions that get usable work
6 sessions
Tool fluency.
Getting real work done in the tools the firm already pays for.
Spreadsheets with AI
Uses AI to clean data, write formulas, and explain results, and checks the numbers it produces.
Well suited to
Analysts, finance, operations
Afterwards
Rebuild one recurring spreadsheet task with AI help and compare the result to the manual version.
After: Asking well: instructions that get usable work
Presentations with AI
Goes from outline to a first draft deck faster, keeping the firm's style and facts intact.
Well suited to
Anyone who builds decks
Afterwards
Draft your next deck with AI and log the time spent against your usual time.
After: Asking well: instructions that get usable work
AI inside your office suite
Uses the assistant built into mail, documents, and meetings for summaries, drafts, and follow ups.
Well suited to
Teams on Microsoft 365 or Google Workspace
Afterwards
Use the built in assistant for one week of meeting follow ups.
After: Working with AI: the ground rules
Research and synthesis across documents
Pulls answers from a set of documents with citations and checks them against the source.
Well suited to
Researchers, analysts, advisors
Afterwards
Answer one live question from a document set and verify every citation.
After: Spotting weak output
Advanced chat assistant workflows
Uses projects, connected sources, and background tasks in the firm's chosen assistant.
Well suited to
Power users and champions
Afterwards
Move one multi step task into a project with connected sources and document the setup.
After: Build your own assistant
Agents: what to hand over and what to keep
Knows where agent tools help, where they fail, and which tasks stay with a person.
Well suited to
Power users, managers, IT
Afterwards
Pick one task, classify it as read, draft, or act, and write the review rule it would need.
After: Spotting weak output
2 sessions
Practice and reinforcement.
The work between sessions that turns a workshop into a habit.
Recap and reset
Refreshes the last session, corrects habits that drifted, and sets the next assignment.
Well suited to
Everyone in a track
Afterwards
Complete the next assignment before the report out.
Report out: what worked and what did not
Shares real results with peers, so the group learns from each other's wins and misses.
Well suited to
Everyone in a track
Afterwards
Submit one workflow idea from the report out to the opportunity list.
After: Recap and reset
5 sessions
Role deep dives.
Job specific workflows, built on the client's own examples.
Deep dive: sales and business development
Runs account research, call preparation, and follow ups with AI on the team's real accounts.
Well suited to
Sales, business development, account managers
Afterwards
Use the call preparation workflow for every first meeting for two weeks.
After: Asking well: instructions that get usable work; Spotting weak output
Deep dive: operations and administration
Turns meetings into tasks, drafts procedures, and builds recurring reports with AI.
Well suited to
Operations, administration, project teams
Afterwards
Write or update one standard operating procedure with AI and have its owner approve it.
After: Asking well: instructions that get usable work; Spotting weak output
Deep dive: client service
Drafts client updates and replies that a person reviews, and sorts incoming requests.
Well suited to
Client service, support, customer success
Afterwards
Draft a week of client updates with AI, with every one reviewed before sending.
After: Asking well: instructions that get usable work; Spotting weak output
Deep dive: real estate teams
Drafts listing copy, market updates, and lead follow ups, with fair housing and accuracy checks.
Well suited to
Agents, brokers, transaction coordinators
Afterwards
Draft two listing descriptions and one market update, each checked against the source data.
After: Asking well: instructions that get usable work; Spotting weak output
Custom deep dive
Built around one tool, function, or use case, using the client's own examples.
Well suited to
Set at scoping
Afterwards
Set at scoping.
After: Working with AI: the ground rules
5 sessions
Leadership and policy.
For leaders, IT, and policy owners: running the change and setting the rules.
Leading the change
Knows how roles and teams shift with AI and how to lead skeptics as well as early users.
Well suited to
Executives and people managers
Afterwards
Hold one team conversation on AI use and record the concerns raised.
Safe rollout: security, privacy, and pace
Sets data and tool boundaries that protect the firm without stopping useful work.
Well suited to
Leaders, IT, compliance
Afterwards
Classify the firm's top ten data types and map each to the tools allowed to see it.
Write your AI use policy
Leaves with a first draft policy built from the governance kit, ready for review with counsel.
Well suited to
Policy owners, IT, legal liaison
Afterwards
Circulate the draft for comment and schedule review with counsel.
After: Safe rollout: security, privacy, and pace
AI in written work: standards and disclosure
Agrees when AI may draft, who reviews, and when use is disclosed to clients.
Well suited to
Leaders of teams that publish or advise in writing
Afterwards
Publish the agreed standard to the team.
Train the trainer
Can run the foundations sessions and report outs inside the firm.
Well suited to
Internal champions
Afterwards
Run one report out with a NovaPath facilitator observing.
After: Working with AI: the ground rules; Asking well: instructions that get usable work; Spotting weak output
4 sessions
Briefings.
Short talks for leadership meetings, all hands, and offsites.
The state of AI for leaders
Knows what changed recently, what matters for this business, and what to ignore.
Well suited to
Leadership team
Govern by capability: read, draft, act
Understands controls set by what an AI system can do, not only by which tools are approved.
Well suited to
Leaders, IT, risk owners
From staff prototype to supported tool
Knows how to take something an employee built and make it owned, tested, and supportable.
Well suited to
Leaders and IT
AI and your career
Sees how their own role is likely to change and what to learn next.
Well suited to
All staff
Why it sticks
Learn it. Use it. Show it.
01
Learn it
A live session on real work, not a demo. Everyone leaves with one thing to try.
02
Use it
An assignment in the working week: one real task, done with the tool, with a note on what was checked.
03
Show it
A report out where the group shares what worked and what did not, with a facilitator in the room.
A track counts as complete when the assignment happened and, where the track requires it, a manager verified it. Attendance alone does not count.
Tracks by role
Sessions bundled for one audience.
AI foundations for everyone
All staff
A shared baseline: approved tools, good instructions, and checking before use.
5 sessions, 1 practice cycle.
Leading AI adoption
Executives and people managers
Set priorities, lead the team through the change, and govern by capability.
4 sessions, 1 practice cycle.
Client and customer communication
Client service, support, account management
Draft and sort client communication with AI while a person stays accountable for every word.
5 sessions, 2 practice cycles, manager sign off required.
Sales and business development
Sales, business development, marketing
Research, prepare, and follow up faster on real accounts.
5 sessions, 2 practice cycles, manager sign off required.
Operations and administration
Operations, administration, finance, project teams
Document processes, track actions, and build recurring outputs with AI.
6 sessions, 2 practice cycles, manager sign off required.
Real estate teams
Agents, brokers, transaction coordinators
Listing copy, market updates, and lead follow up, with accuracy and fair housing checks.
6 sessions, 2 practice cycles, manager sign off required.
AI champions
Internal power users chosen to support their teams
Run sessions internally, build assistants, and bring good prototypes to IT.
5 sessions, 2 practice cycles, manager sign off required.
Workflow owner learning path
Anyone named as the owner of a live AI workflow
Own a live workflow: its controls, its reviews, and its results.
3 sessions, 1 practice cycle, manager sign off required.
Packages
From a safe start to an ongoing partnership.
Adoption kickoff
A safe, shared start for the whole firm.
Best fit: A firm with licenses bought and uneven use, or no agreed rules yet
- Group readiness check, reported at team level
- Leadership briefing on where AI fits the business
- Foundations workshop for all staff
- Acceptable use policy starter, adapted with the client
- Three workflow opportunities from the library, fitted to the firm
- One reinforcement cycle: practice assignment, recap, report out
- Delivery
- 2 to 3 weeks(proposed)
- Leads to
- Team enablement program
Team enablement program
Role tracks with practice between sessions, so the habit sticks.
Best fit: One to three departments that need structured, role specific adoption
- Everything in Adoption kickoff
- Capability tracks assigned by team and role
- Two reinforcement cycles with manager sign off
- Workflow library fitted to each department
- Manager toolkit for running practice and check ins
- Readiness pulse at the start and the end
- Delivery
- 6 to 8 weeks(proposed)
- Leads to
- Workflow build sprint
Workflow build sprint
Move the best opportunities from idea to a governed, measured workflow.
Best fit: A firm with a trained team and a backlog of opportunities worth building
- Prioritized opportunity backlog, tied to the role analysis
- Design sessions per workflow
- An agreed number of workflows built and entered in the workflow list
- What each workflow may do, who checks its output, and who owns it
- Standard operating procedure per workflow
- Measurement baseline taken before go live
- Delivery
- 6 to 12 weeks(proposed)
- Leads to
- Adoption partnership
Adoption partnership
An ongoing AI lead on retainer: the plan, the training, and the governance kept current.
Best fit: A firm that wants continuous guidance without hiring a full time AI lead
- Living adoption plan, revised each quarter
- Monthly leadership briefing on what changed and what matters
- New sessions as tools and needs change
- Scheduled workflow reviews
- Quarterly value review: forecast against measured
- Priority help on new opportunities
- Delivery
- Monthly(proposed)
- Leads to
- Expanded scope or more departments
Sold on their own
- Single workshop: Any session from the catalog, delivered once for one group.
- Leadership briefing: A recurring or one off briefing for leaders on the state of AI for their business.
- Train the trainer: Prepares internal champions to run the foundations sessions themselves.
- Policy drafting session: A facilitated session that produces a first draft of an AI use policy, for review with counsel.
- Custom deep dive: A session built around one tool, function, or use case, with the client's own examples.
Not sure where to start?
Tell us your team and your goal. We will map the right path with you.
Training is one line of four. It works best after a diagnosis and before a build.