AI TRAINING
Onboarding Your Team to AI: SME Playbook
Leave with a ready-to-run AI rollout plan, policy templates, and a champions programme your team will actually follow.
What it covers
A structured one-day workshop that gives team leads, HR, and ops managers everything they need to introduce AI tools across a 20–100 person organisation. Participants build a kickoff meeting agenda, adapt a safe-use policy template, set up a weekly office-hours cadence, and define a lightweight champions programme. By the end, each team leaves with a 30-day rollout plan ready to execute.
What you'll be able to do
- Design a 60-minute AI kickoff meeting agenda tailored to your team's current tool stack
- Customise a safe-use policy template covering data privacy, acceptable tools, and escalation paths
- Establish a weekly office-hours schedule with a nominated AI champion for your team
- Define three measurable adoption KPIs and a lightweight monthly review process
- Deliver a written 30-day AI rollout plan ready for immediate execution
Topics covered
- Designing and running an AI kickoff meeting
- Adapting a safe-use and acceptable-use policy template
- Structuring weekly AI office hours for ongoing support
- Identifying and empowering internal AI champions
- Defining adoption KPIs and a measurement cadence
- Handling change resistance and common employee concerns
- Selecting a short list of starter AI tools suited to SME budgets
- Building a 30-day rollout action plan
Delivery
Delivered in-person or as a live virtual session using a shared collaborative workspace (e.g. Notion, Miro, or Google Docs). Participants receive a pre-workshop template pack one week in advance. The session follows a 30/70 split: 30% facilitated instruction and 70% hands-on customisation of templates. A 90-minute follow-up check-in call at the 30-day mark is included in most packages. Remote delivery works well; in-person is preferred when the full management team can attend together.
What makes it work
- Securing visible endorsement from the CEO or founder before the kickoff meeting
- Assigning a named champion per team who owns the weekly office-hours slot
- Reviewing adoption KPIs monthly for at least three months and sharing results openly with the team
- Starting with one or two high-visibility, low-risk use cases to build early credibility
Common mistakes
- Launching AI tools company-wide with no policy, then scrambling to write rules after an incident occurs
- Relying on a single enthusiastic individual instead of distributing ownership through a formal champions programme
- Measuring success by tool adoption rate alone rather than time saved or error reduction
- Skipping the kickoff meeting entirely and assuming employees will self-onboard from a Slack message
When NOT to take this
A company where the CEO wants a technical deep-dive into LLM architecture or prompt engineering for developers, this playbook is a change-management and rollout workshop, not a technical AI skills programme.
Example providers
This page describes a training topic. It gives no price or duration: those depend on the provider and your team. The free diagnostic tells you which trainings your team needs first.