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Events · Practical AI for Business

Workshop 1 of 4

Getting Started and Managing Your Work

A two-and-a-half-hour, follow-along session. Each step is shown live in ChatGPT using a running example, then everyone does the same step in their own ChatGPT account, for their own business. You leave with a prioritized list for today, a plan for one real goal, and a weekly habit that keeps it current.

Tell me when the date is set About the series

What the workshop covers

Who it is for

Owners, managers and teams

People who run or help run a business, and their teams. It is introductory: no coding or technical experience is needed, including for those who have tried ChatGPT and got something generic back.

How it runs

Watch first, then your turn

Every step is demonstrated, then practised in your own account. The demonstrations use Riverbend Catering, a fictional six-person catering business, so no real business data is shown.

What to bring

A device and your to-do list

A phone or laptop with ChatGPT open; a free account is enough. Some features shown, such as Library, need a paid plan. Jot down five to ten things on your to-do list for the week before you arrive.

By the end, you will be able to

  1. Explain what AI does well, where it fails, and four rules for using it responsibly in a business.
  2. Set up ChatGPT for safety, privacy and personalization, and connect the apps you already use.
  3. Give ChatGPT your business context with a context card and your key files.
  4. Identify two or three high-value AI opportunities in your own week.
  5. Turn a messy to-do list, plus your connected calendar, into a prioritized list for today.
  6. Turn a goal into SMART objectives and an action plan, grounded in current information from the web, then re-plan it when circumstances change.
  7. Run a weekly review, find it again with chat search, and schedule it to repeat every Friday.

The path through the session

  1. PrepareSettings for safety and privacy, your connected apps, your business context and key files.
  2. IdentifyFind the frequent, information-heavy, low-risk tasks worth handing to AI first.
  3. OrganizeTurn a brain dump and your calendar into a prioritized list: do now, schedule, delegate, drop.
  4. PlanTurn one goal into SMART objectives and an action plan, using the Vision in Action structure and a web search first.
  5. AdaptWhen circumstances change, re-plan in minutes while keeping the goal in view.
  6. Follow throughA ten-minute weekly review that you can find again and schedule to repeat.

Four rules for using AI responsibly

Protect
Keep customer personal data, passwords, bank details and confidential contracts out of AI tools.
Provide context
The more AI knows about your business, the more useful its answers.
Verify
Check facts, numbers, and anything legal, financial or customer-facing.
You decide
AI recommends; a person owns the decision and the outcome.

What you take away: the AI Starter Toolkit

  • Seven reusable, fill-in-the-blank prompts, from your business context card to your weekly review
  • A settings checklist for safety, privacy and personalization
  • A quick guide to connected apps, Library, web and chat search, and scheduled tasks
  • A priority template
  • A 30-day plan to make it a habit

The 30 days after Workshop 1

  1. Week 1 · Prepare. Finish your settings, connect the one app you use most, and write your business context card.
  2. Week 2 · Pick two uses. Choose two high-value, low-risk tasks and use AI for them every time they come up.
  3. Week 3 · Plan one goal. Set up to three SMART objectives for one real goal, plan it, and review the plan with your team.
  4. Week 4 · Make it a habit. Let your scheduled Friday reminder prompt your weekly review. Note what saved time and bring it to Workshop 2.

Facilitated by Lauri Elliott. The goal-to-action-plan method draws on the Vision in Action Workbook, © Lauri E. Elliott 2004–2017.

The Practical AI for Business series

  1. Workshop 1 · AprilGetting Started and Managing Your Work
  2. Workshop 2 · JulyWorking Smarter with AI
  3. Workshop 3 · OctoberRunning Whole Projects
  4. Workshop 4 · DecemberBuilding AI into How the Business Operates

Each workshop builds on the last. About the series

Date and registration

Be first to hear the date.

We publish the date, format and registration for Workshop 1 on this page and on the Events page once they are confirmed. To hear as soon as the date is set, write to us.

Email [email protected] All events