Private team training
For up to ten colleagues, using your approved tools and a workflow you want to practise.
Plan a team session →AI workflow training
Learn to use AI on the work you already do.
Practical training for people in professional services. Use AI on a real task, check what it produces and learn when the work needs your own expertise.
Learn with your team or join a public workshop.
Start with the free webinar
An introduction to deciding when to use AI and when to think for yourself.
Thinking with AI: watch the recording →Live public workshop · on Maven
Working with AI
How to use AI without losing your brain
A live public workshop for independent consultants, AI transformation advisers and fractional AI leads. Apply SCAN to three current tasks to decide what to hand over to AI and what to keep human-led. Explore how to use the framework with clients.
With Fendi Tsim, Alina Gutoreva, Jason Vu Nguyen and Sofia Pires.
View workshop on MavenDates, price and full syllabus on Maven.
A session prepared around your work.
What to bring
Choose one workflow and up to ten participants. Bring approved sample files and access to your AI tools. We agree the task and prepare the exercises before we meet.
What you take away
Worked examples, a guide to repeating the workflow and a checklist for reviewing AI outputs.
Where we’ve run this
A specialist consultancy
A three-day Copilot programme for ten people from research, recruitment and finance. By day three each person was building on their own workflow.
An independent financial adviser
Weekly Claude sessions on live cases. One recommendation process went from three days to about half an hour.
Open sessions
More than a hundred people joined our free webinar live. We have also advised teams inside global banks and consultancies.
Turn the training into a plan for your work.
Use these exercises to identify what needs attention, choose your tools and decide which tasks to change. The panels show example worksheet content.
Readiness map
AI readiness assessment
Explore how AI is used across your team’s culture, leadership and everyday practice.
Illustrative scores · not your assessment
Example ready · 48% overall
Culture62%
Leadership44%
Practice38%
Example next step
Start with practice: agree a review checklist and try it on one shared task.Your tools
Tool inventory
Record what people use, what they use it for and which files they are allowed to work with.
Copilot
Check a client file against a meeting checklist.
Claude
Examine a report and question its reasoning.
Claude Cowork
Work across supplied files to prepare a comparison.
Tools we’ve used in training. Access and permitted use depend on your firm.
Work to change
Stop-doing list
Question the repeated steps that take time before reaching for another tool.
- Reuse
Save instructions instead of rewriting them for each report.
- Simplify
Remove duplicate checks that ask for the same information.
- Keep
An adviser’s review before advice reaches a client.
Task map
SCAN opportunity map
Sort tasks into four ways of working with AI: Substitute, Complement, Aid and Non-negotiable.
Substitute · AI does the task
Format checked information into an agreed template.
Complement · work together
Draft follow-up questions from gaps in a client file.
Aid · support your thinking
Get to grips with a product or rule you rarely advise on before the meeting.
Non-negotiable · keep it human
Have a sensitive conversation about a client’s concerns.
Free recorded webinar
Watch on MavenWatch the free webinarThe recording opens on Maven ↗Thinking with AI
How to use AI without losing your brain
Watch our free recorded webinar for an introduction to SCAN and the choices involved in using AI. Explore when to hand over a task, work with AI or do the thinking yourself.
Let’s talk
What does your team want to practise?
Tell us who the training is for, which AI tools you use and one task you want to work through.
Meet the people you could work with ↗