Efficiency Squared

Strategy & Leadership

AI Fundamentals for Knowledge Workers

A practical one-day course for professionals who need to use AI tools safely, clearly, and productively in everyday business work.

Format
Live virtual, in-person, or private on-site
Duration
1 day
Level
Introductory
From
$495.00

About this course

Course overview

Use AI with clarity, judgment, and practical control.

AI Fundamentals for Knowledge Workers is a practical one-day course for professionals who need to use AI tools in everyday business work without losing professional judgment. The course explains how modern AI systems behave, where they help, where they fail, and how to apply them to writing, analysis, meetings, research, planning, and decision support.

Participants leave with reusable prompt patterns, a personal responsible-use checklist, a quality-control routine, and a small AI-assisted workday playbook they can apply immediately.

Learning outcomes

What you'll learn

Every module is tied to an outcome you can bring back to your team the next day.

  • Explain what generative AI tools do, how they produce outputs, and why they should not be treated as authoritative
  • Recognize hallucinations, hidden assumptions, weak sources, privacy risks, and situations where AI should not be used
  • Use AI to support drafting, summarizing, research prep, meeting follow-up, analysis, planning, and communication
  • Write prompts using role, context, constraints, examples, output formats, and iteration
  • Apply practical data-handling, confidentiality, and disclosure rules for business use
  • Review AI-generated work for accuracy, tone, completeness, bias, and business fit before sharing or acting on it
  • Document 8.0 PMI education PDUs: 3 Ways of Working, 3 Power Skills, and 2 Business Acumen

Audience

Who it's for

  • Knowledge workers who want a practical foundation in using AI tools at work
  • Managers, analysts, coordinators, project professionals, and business support teams
  • Professionals who draft, summarize, research, plan, prepare meetings, or communicate with stakeholders
  • Teams that need shared norms for responsible AI use, privacy, quality control, and disclosure

Course structure

Syllabus

A structured path from core concepts to applied practice.

Module 1

Module 1 — AI Foundations for Business Users

  • What generative AI is, what it is not, and why it behaves differently from traditional software
  • Common AI tool categories for knowledge workers: chat assistants, document tools, meeting tools, search/research tools, and workflow assistants
  • Strengths, limitations, hallucinations, and confidence traps
  • Evaluate good and bad AI outputs
Module 2

Module 2 — Prompting Essentials

  • The core prompt ingredients: goal, context, role, constraints, examples, and output format
  • Few-shot prompting, structured prompting, and iterative refinement
  • Prompting for tone, audience, decision support, and reusable templates
  • Build reusable prompt patterns for everyday work
Module 3

Module 3 — AI Across the Knowledge Workday

  • Drafting and revising emails, memos, summaries, agendas, and plans
  • Meeting preparation, transcript synthesis, action-item extraction, and follow-up
  • Research preparation, comparison tables, issue framing, and decision support
  • Improve a real business workflow with AI assistance
Module 4

Module 4 — Responsible Use, Privacy, and Governance

  • What not to paste into AI tools: confidential, regulated, client, employee, and sensitive information
  • Bias, fairness, attribution, disclosure, and intellectual property considerations
  • Human review, escalation, and auditability for AI-assisted work
  • Build a personal responsible-use checklist
Module 5

Module 5 — Quality Control and Personal AI Operating System

  • Verification routines: source checks, assumptions, missing context, and red-team questions
  • Creating a personal AI workflow library for writing, analysis, meetings, and planning
  • Team norms: when to use AI, when to disclose it, and when to avoid it
  • Build your AI-assisted workday playbook

Public cohorts

Upcoming sessions

Secure your seat in a live, instructor-led cohort. Private team deliveries available on request.

No public cohorts on the calendar yet.

We run this course as a private team cohort on demand, or you can be the first to know when the next public date drops.

Frequently asked questions

Still have questions?

Do I need prior AI experience?
No. This course is designed for professionals who want a clear, practical foundation for using AI tools safely and productively at work.
Is this a technical course?
No. The course focuses on practical use, judgment, privacy, quality control, and everyday workflow patterns rather than coding or model development.
What do I leave with?
You leave with reusable prompt patterns, a responsible-use checklist, a quality-control routine, and an AI-assisted workday playbook.
How many professional development hours does this course document?
The course documents 8.0 hours of structured professional education. For PMI reporting, the recommended split is 3.0 Ways of Working, 3.0 Power Skills, and 2.0 Business Acumen.
Can this be delivered privately for a team?
Yes. Private deliveries can be tailored to team workflows, approved tools, confidentiality rules, and organizational AI-use policies.

Bring this training to your team

We deliver private cohorts in-person and online, tailored to your operating context.