# AI workshop readiness checklist

Prepared for Amir Rosely's practical training guides. Version: 29 October 2026.

Complete the fields with your team before discussing the workshop. This is a planning worksheet; it does not confirm a booking, fee, programme eligibility or included services.

## Training brief

- Team/department:
- Approximate group size:
- Preferred language:
- Proposed delivery format/location:
- Participants' starting experience:
- One recurring task to improve:
- Current input used for that task:
- Expected output and intended reader:
- How a colleague will check the result:

## Prepare with the trainer

| Check                                                             | Owner | Ready / action needed | Notes |
| ----------------------------------------------------------------- | ----- | --------------------- | ----- |
| Agree two or three suitable workplace exercises                   |       |                       |       |
| Prepare synthetic or approved sample material                     |       |                       |       |
| Remove identifiers, hidden sheets and sensitive document metadata |       |                       |       |
| Confirm permitted tools and necessary account features            |       |                       |       |
| Test sign-in, file access and connection on participant devices   |       |                       |       |
| Confirm equipment, software versions and delivery arrangements    |       |                       |       |
| Share language, pace and accessibility requirements               |       |                       |       |
| Agree an observable end-of-session exercise                       |       |                       |       |
| Confirm materials, follow-up and other proposal inclusions        |       |                       |       |
| Nominate one small task to revisit after training                 |       |                       |       |

## Example of a useful objective

“Use an approved set of meeting notes to prepare a draft action list, then check each owner and deadline against the source.”

## Post-session application

- Task to repeat:
- Owner:
- Reviewer:
- Planned review date:
- Evidence that the output meets the agreed requirements:
- Questions or corrections to discuss:

Read the guide: https://www.amirrosely.com/insights/prepare-your-team-for-ai-training