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Learning paths for your work

Start with a task and choose the training that helps you address it. These paths show how programmes can connect around each person’s work.

Any stage may be enough on its own. Choose only the stages you need; your experience can replace a stage. Before starting, we agree tools, access and preparation.

Explore the paths

Coordinate projects and documentationThe team records tasks, but priorities, context and next steps are unclear.

Where to start

Start by agreeing how to work if needed. If you can already prioritise and review tasks, enter at the tool you use.

What to prepare

A fictional project, brief and prepared tasks; an account and usage permissions for the selected tool. Configuration and connections are separate scope.

Agree the working routine

Choose the option that fits your work.

  • Teamwork with agile methods

    If you need agreements on priorities, capacity and reviews without choosing another tool.

    To prepare for this option
    Know a process and explain what makes a task complete.
    What you take away
    A board and working agreements including a blocker and a review.

  • Agile methods applied with Miro

    If you already use Miro and want planning and retrospective practice in its board.

    To prepare for this option
    An account and editing access to the classroom board; agreed approach and features.
    What you take away
    A planning board with a concrete retrospective improvement.

Work in your tool

Choose the option that fits your work.

  • Teamwork in Notion

    If documentation and tasks are in Notion.

    To prepare for this option
    Find the brief and have usage access to a prepared structure.
    What you take away
    An updated task and documentation another person can continue.

  • Team onboarding to Asana

    If the team already uses Asana.

    To prepare for this option
    Access the classroom project, edit tasks and comment.
    What you take away
    Tasks and comments preserving context, review and next steps.

  • Teamwork in ClickUp

    If everyday work is in ClickUp.

    To prepare for this option
    Access a prepared list and update tasks and comments.
    What you take away
    A practice delivery with an owner, status and accessible context.

Prepare plans and progress updates with AI, if useful

Include this stage if you need it.

  • Project management with AI

    If you already coordinate projects and want help preparing information.

    To prepare for this option
    Explain scope, status and outstanding decisions. Agree the AI tool your team uses and check the features and permissions needed for the practice.
    What you take away
    A plan and update checked against the brief and progress record.

What you can carry into another stage

If you combine programmes, these materials help prepare the continuation. The classroom case is agreed for the selected edition.

Keep criteria, priorities and context. If you combine tools, prepare a copy of the material in the selected one; AI-assisted updates can start from manually supplied text.

  • Agree the working routine to Work in your tool

    Useful material
    Completion criteria, priorities and fictional tasks.
    What to check before continuing
    Another person can explain the work and locate the blocker; a copy is prepared in the selected tool.

  • Work in your tool to Prepare plans and progress updates with AI, if useful

    Useful material
    A brief and progress record exported or supplied manually as text.
    What to check before continuing
    Distinguish progress from approval and commitments from proposals; check AI-tool access.

A useful next step

Check whether another person can find the context, explain the status and continue the task. If they can, this may be enough.

Another option that may fit

From everyday use to looking after the systemSomeone needs to configure and maintain the workspace the team uses.

Where to start

Everyday use is an optional entry point. Experienced users may begin at configuration; completing a user course does not grant permissions or automatically establish readiness to administer.

What to prepare

Choose one tool already in use, a classroom environment, configuration permissions and test profiles. Confirm required plan features before agreeing the next stage.

Know the tasks the team performs

Choose the option that fits your work.

  • Teamwork in Notion

    If you need Notion usage practice before designing its structure.

    To prepare for this option
    Usage access to a classroom workspace.
    What you take away
    An example task and document with clear conventions.

  • Team onboarding to Asana

    If Asana is the starting point and usage is not established.

    To prepare for this option
    A prepared project with task-editing permission.
    What you take away
    A delivery and comments showing what the team needs configured.

  • Teamwork in ClickUp

    If you use ClickUp and need a common foundation.

    To prepare for this option
    A prepared list and usage permissions.
    What you take away
    Tasks and documentation with status, ownership and review.

Configure and maintain the same tool

Choose the option that fits your work.

  • Notion workspace administration

    For the person designing the Notion workspace.

    To prepare for this option
    Regular usage, structure-editing permission and two authorised profiles; check actual access controls.
    What you take away
    A tested model, views and templates with an administration guide.

  • Advanced project management with Asana

    For the person configuring reusable Asana projects.

    To prepare for this option
    Regular usage and configuration permissions; plan features checked.
    What you take away
    A reusable project with progress tracking and checked classroom rules.

  • ClickUp workspace administration

    For the person configuring the ClickUp area.

    To prepare for this option
    Regular usage, configuration permissions and profiles for access tests.
    What you take away
    A configured area with tests and a maintenance guide.

What you can carry into another stage

If you combine programmes, these materials help prepare the continuation. The classroom case is agreed for the selected edition.

Continue in the same tool. Usage needs inform the structure, but configuration requires its own responsibility and permissions. Filtered views do not replace access controls.

  • Know the tasks the team performs to Configure and maintain the same tool

    Useful material
    Usage conventions, required fields and a work-handoff issue.
    What to check before continuing
    The participant can explain system usage and has classroom configuration permission; keep the same tool.

A useful next step

Leave a short maintenance guide and test a handoff with the classroom profiles. Choose further training when a specific need arises.

Another option that may fit

Automate a task and know how to review itThe team copies information between tools and needs to understand the workflow, failures and limits.

Where to start

Start from the environment your team uses. Basic creation can be skipped if you can already explain inputs, fields, actions and executions. Maintenance and AI cover shared principles adapted to your tools.

What to prepare

Classroom data, known fields and identifiers, and checking criteria. For execution in the chosen tool, confirm the test environment, accounts, connections and permissions. For AI, check model access through a native integration or API, features and usage limits for the edition.

Build in the available platform

Choose the option that fits your work.

  • Build automations with Make

    If you use Make or explicitly choose its classroom environment.

    To prepare for this option
    Access to the Make editor and authorised connections to practice Tally and HubSpot accounts.
    What you take away
    A basic flow the participant can explain and test with complete and incomplete inputs.

  • Build automations with Zapier

    If the team uses Zapier.

    To prepare for this option
    Classroom Sheets and Asana accounts; agreed plan and access for multiple steps, Filter and Formatter.
    What you take away
    A test row creating a task, with checked fields, filter and history.

  • Build automations with n8n

    If you already have an operational n8n environment.

    To prepare for this option
    Editing permission and authorised credentials; installation and hosting are outside scope.
    What you take away
    A processed practice order and reviewed incomplete cases.

Diagnose and recover in a controlled way

Include this stage if you need it.

  • Automation maintenance

    If you are responsible for reviewing automations, investigating incidents and preparing controlled recovery.

    To prepare for this option
    Explain which actions already ran and compare records with the destination. If practising in your tool, check history, permissions and recovery options; step resumption is not assumed.
    What you take away
    An incident report, correction and recovery checking what was already created.

Add an AI proposal with human review

Include this stage if you need it.

  • Process automation with AI

    If you need to add a proposed category and summary for a person to review before taking action.

    To prepare for this option
    Workflow basics and classification criteria. For practice execution, agree the client’s tool, model access through a native integration or API, authorised connections, features and usage limits.
    What you take away
    A proposed category and summary awaiting review, without executing business decisions.

What you can carry into another stage

If you combine programmes, these materials help prepare the continuation. The classroom case is agreed for the selected edition.

The introductory tool courses are optional alternatives. Maintenance and AI adapt to the client’s environment without requiring a platform change or every stage. Retain the map, criteria and tests; check features, permissions and recovery or usage as applicable before each edition.

  • Build in the available platform to Diagnose and recover in a controlled way

    Useful material
    A field map, identifier, data-changing actions and test results.
    What to check before continuing
    Locate an execution and distinguish incomplete data from a failure. The continuation adapts diagnosis and recovery to your team’s tool; its options are checked before the edition.

  • Build in the available platform to Add an AI proposal with human review

    Useful material
    An input/output contract, test data and the human review point.
    What to check before continuing
    Explain the basic workflow and check model access, features and usage in the chosen environment. You can enter AI without taking maintenance.

  • Diagnose and recover in a controlled way to Add an AI proposal with human review

    Useful material
    Failure cases, execution checks and stopping or review criteria.
    What to check before continuing
    Distinguish controlled recovery from rerunning the whole workflow and agree how to add and check the AI step in your tool.

A useful next step

Keep the workflow map and tests of complete, incomplete and repeated inputs. Use them to decide whether you need to build, maintain or add an AI proposal.

Keep sales work movingThe team loses opportunity context or fails to leave a next step another person can continue.

Where to start

Begin with everyday CRM usage if needed. If you already maintain contacts, context and next actions, enter at AI-assisted sales preparation or configuration according to responsibility.

What to prepare

One client-selected CRM, a B2B process and fictional records. Configuration requires its own permissions; AI needs an authorised account and data review.

Keep context and the next action

Choose the option that fits your work.

  • Pipedrive for everyday sales work

    If your CRM is Pipedrive.

    To prepare for this option
    An account and classroom environment with a prepared pipeline; administration is not required.
    What you take away
    An opportunity with a clear stage and next activity.

  • Attio for everyday sales work

    If your CRM is Attio.

    To prepare for this option
    A prepared workspace and list with usage access.
    What you take away
    A B2B relationship with a note, context and a task for another person.

Prepare the conversation and follow-up

Include this stage if you need it.

  • Sales with technology and AI

    For people preparing meetings and sales next steps.

    To prepare for this option
    A known sales process, authorised AI and the same CRM selected for the edition.
    What you take away
    Preparation and a draft checked against notes, with a manually recorded next action.

Configure only if it is your responsibility

Include this stage if you need it.

  • CRM administration

    For the person defining CRM structure, quality and access.

    To prepare for this option
    Configuration permissions and two classroom profiles; selected CRM features and scope checked.
    What you take away
    Tested conventions, data quality and access with a maintenance guide.

What you can carry into another stage

If you combine programmes, these materials help prepare the continuation. The classroom case is agreed for the selected edition.

Keep the chosen CRM. A fictional record can provide context for AI-assisted sales preparation; quality issues go to the configuration owner. Configuration is a branch based on responsibility.

  • Keep context and the next action to Prepare the conversation and follow-up

    Useful material
    A fictional opportunity or relationship record: context, agreements, gaps and next action.
    What to check before continuing
    Another person can resume the relationship; keep the CRM and confirm the AI tool.

  • Keep context and the next action to Configure only if it is your responsibility

    Useful material
    Data-quality issues and conventions needed by the user team.
    What to check before continuing
    The participant has configuration responsibility and permissions; CRM usage alone is not enough.

A useful next step

Hand over an opportunity or relationship another person can resume, with context and a next action. Take structural questions to the CRM administrator.

Use AI in the team’s toolsThe team wants to prepare useful information with AI and review the result in its usual environment.

Where to start

Fundamentals and Prompting are optional entry points. Start at the tool if you already supply context, give instructions and check a response. Choose one available tool; learning all four is unnecessary.

What to prepare

An authorised account and fictional text. For Copilot/Gemini check the specific application features; general chat access does not establish integrated access.

Understand and choose a task

Include this stage if you need it.

  • Generative AI fundamentals

    If a common foundation in uses and limits is needed.

    To prepare for this option
    No prior experience required; an agreed conversational tool.
    What you take away
    A reviewed explanation and email with a use, correct or discard checklist.

Prepare a reusable instruction

Include this stage if you need it.

  • Prompting for generative AI

    If you want to compare and document how to request a task.

    To prepare for this option
    Basic AI familiarity and the ability to check a response.
    What you take away
    A template with versions, three tests and review criteria.

Practise in the available tool

Choose the option that fits your work.

  • ChatGPT for everyday work

    If the team uses ChatGPT for documents and reports.

    To prepare for this option
    Account, text and uploads checked; Project optional.
    What you take away
    A report, short note and source-update routine.

  • Claude for everyday work

    If the team uses Claude with notes and documents.

    To prepare for this option
    An account and authorised material; Project optional.
    What you take away
    Reviewed minutes, actions and follow-up, with a reusable format.

  • Copilot in Microsoft 365

    If you work in Microsoft 365 with the necessary features enabled.

    To prepare for this option
    Confirmed licence and access for Word/Outlook and the agreed exercise.
    What you take away
    A summary and follow-up draft checked against the document.

  • Gemini in Google Workspace

    If you work in Workspace with Gemini in Docs/Gmail available.

    To prepare for this option
    Confirmed licence, applications, language, permissions and sources.
    What you take away
    A short guide in Docs and a contextualised Gmail draft.

What you can carry into another stage

If you combine programmes, these materials help prepare the continuation. The classroom case is agreed for the selected edition.

Keep a source, context, instruction and review checklist. The task is adapted to the available tool; there is no need to change suites or take every option.

  • Understand and choose a task to Prepare a reusable instruction

    Useful material
    A task-selection and response-checking checklist.
    What to check before continuing
    Identify the objective, source and missing details without filling gaps.

  • Understand and choose a task to Practise in the available tool

    Useful material
    Guidance on context, review and authorised data.
    What to check before continuing
    Have access and a suitable task; taking Prompting is not required to enter.

  • Prepare a reusable instruction to Practise in the available tool

    Useful material
    A template and test record adapted to the selected course task.
    What to check before continuing
    Compare variants and retain unknown details as outstanding questions.

A useful next step

Repeat the task with another example, check the result against the source and leave the instructions and outstanding questions. Addressing that everyday task may be enough.

Decide where to try AI and how to review itLeaders need to choose a task, agree limits and decide whether a trial should continue.

Where to start

Enter Adoption directly with a known process, without coding. Tool practice is for the group performing the task; not everyone needs both stages.

What to prepare

A known process, decision and review owners, fictional notes and criteria covering quality and total effort. Agree the tool before the trial.

Prepare the decision and pilot brief

Include this stage if you need it.

  • Strategic AI adoption

    For the person prioritising the case and deciding to continue, adjust or stop.

    To prepare for this option
    Know the process and provide authorised context; tool mastery is not required.
    What you take away
    A pilot brief with a manual alternative, owners and quality/effort criteria.

Practise the selected task

Choose the option that fits your work.

  • Claude for everyday work

    If the pilot concerns minutes/actions and Claude is the available tool.

    To prepare for this option
    Classroom notes and authorised access; share the pilot brief with participants.
    What you take away
    Reviewed minutes and actions supporting discussion of quality and review effort.

  • ChatGPT for everyday work

    If the selected case is reporting and the team already uses ChatGPT.

    To prepare for this option
    Agree a reporting case with its own sources and criteria.
    What you take away
    A reviewed report and note with identified sources and updates.

  • Copilot in Microsoft 365

    If the process is in Microsoft 365 and the agreed practice fits.

    To prepare for this option
    Confirmed application features and an agreed task, sources and criteria for the pilot.
    What you take away
    A reviewed document and draft for checking the selected criteria.

  • Gemini in Google Workspace

    If the process is documentation/communication in Workspace and features are available.

    To prepare for this option
    Confirmed Docs/Gmail and adapted case/criteria before the trial.
    What you take away
    A reviewed guide and reply with explicit outstanding questions.

What you can carry into another stage

If you combine programmes, these materials help prepare the continuation. The classroom case is agreed for the selected edition.

The pilot brief goes to those practising the task and returns with observations on quality, preparation and review. Each tool retains its own exercise; the shared case and criteria are agreed for the edition.

  • Prepare the decision and pilot brief to Practise the selected task

    Useful material
    A pilot brief: problem, manual alternative, permitted data, reviewer and criteria.
    What to check before continuing
    Participants understand the task and decision owner; tool and accounts are agreed. Training alone does not establish subsequent improvement.

A useful next step

Return to the pilot brief with trial observations and a documented decision: continue, adjust or stop. A prepared decision may itself be a sufficient outcome.

Another option that may fit

  • Build a team of agents with Grok Bot

    If the specific need is to test work divided between Bots: the course compares fictional quotes with three personal Bots in one practice account and ends with human review. Access and collaboration are confirmed beforehand.

From a specific problem to a reviewable trialYou need to define an idea, test a user journey or review a small code change.

Where to start

Start with a clear brief or first work on selecting ideas. Choose the route and environment to fit the task and the team’s tools. Development programmes are an option for people with prior technical experience.

What to prepare

A defined user, task, fictional data and acceptance criteria. For prototyping, agree the chosen environment, access, features and usage; check specific requirements for the selected option. Development needs Git and a prepared repository.

Define what is worth prototyping

Include this stage if you need it.

  • Team innovation with Miro

    If you need to explore and compare solutions before choosing.

    To prepare for this option
    A known challenge and editable classroom board.
    What you take away
    A problem, criteria and a selected idea to test.

Test a journey in the chosen environment

Choose the option that fits your work.

  • Build internal MVPs with Softr

    If Softr fits the environment and a practice portal is needed.

    To prepare for this option
    The editor, Softr Databases, agreed groups/restrictions and classroom profiles.
    What you take away
    A fictional portal with tested journey and access, without operational publication.

  • Create internal apps with vibe coding

    If you want to practise defining and reviewing a resource catalogue through AI-assisted development in your team’s chosen tool, without prior programming experience.

    To prepare for this option
    Checked access and features in the chosen tool, with agreed usage limits; an independent project and fictional resources with session data.
    What you take away
    A catalogue with title or topic search, details and clear pending links; documented checks and limits. Practice does not include authentication or a shared database.

Review code with technical preparation

Choose the option that fits your work.

  • Codex for development

    If you already read code, use Git and want to practise a focused task with Codex.

    To prepare for this option
    A TypeScript, React and Vite classroom repository with dependencies and tests prepared; checked Codex access.
    What you take away
    A reviewed request filter with a regression test and a handover explaining the change, checks and limits.

  • Claude for development

    If you already read and modify code and want to work on a fix with Claude Code.

    To prepare for this option
    A local JavaScript or TypeScript repository with Git and tests prepared; Claude Code in a terminal or compatible editor with checked access.
    What you take away
    A CSV importer fixed to reject invalid quantities, with regression tests and an explanation of the change.

What you can carry into another stage

If you combine programmes, these materials help prepare the continuation. The classroom case is agreed for the selected edition.

The brief and criteria can inform another practice task. The Softr programme uses its native database; the vibe-coding catalogue adapts to the chosen tool using session data. Codex practises a request filter and Claude Code a CSV importer in independent classroom repositories.

  • Define what is worth prototyping to Test a journey in the chosen environment

    Useful material
    A brief: user, problem, minimum journey and trial acceptance criteria.
    What to check before continuing
    Explain what is outside scope and have data and access to the chosen environment.

  • Test a journey in the chosen environment to Review code with technical preparation

    Useful material
    A brief, acceptance criteria, checks and a bounded change list. Technical work is prepared in its own classroom repository.
    What to check before continuing
    Have experience reading and modifying code, with Git and tests working. The prototype and portal do not automatically become the Codex or Claude Code exercises; each programme needs its own technical preparation.

A useful next step

Hand over what works, how you checked it and what needs another phase. The next decision depends on the task and technical preparation, without requiring a move from prototype to code.

Choose the stage that addresses your task.

Each programme page sets out its scope and preparation. Return to the catalogue to compare a specific course.

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