Course Objective & Scope
Organisations frequently invest heavily in enterprise AI assistants (Microsoft 365 Copilot, ChatGPT Enterprise, Claude Enterprise, Google Gemini or internal RAG portals) only to see active usage plateau after the initial curiosity fades. The bottleneck is rarely technical setup; it is the lack of role-specific workflow integration.
This programme covers licence allocation strategy, knowledge/permission hygiene, persona-specific Day-in-the-Life playbooks and 30-60-90 day activation campaigns. Participants leave with a complete rollout and licence-optimisation blueprint for their organisation's AI assistant platform.
Who Should Attend?
- Digital Workplace, IT collaboration and productivity platform managers
- Product owners and transformation leads managing enterprise AI assistant rollouts
- HR, corporate academy and internal communications managers
- Department leaders accountable for licence utilisation and productivity gains
Key Takeaways
- Set tiered licence allocation and dynamic re-harvesting rules based on role profile and ROI potential
- Manage document hygiene and permission governance prerequisites that drive assistant quality and safety
- Create persona-based Day-in-the-Life assistant playbooks for sales, finance, legal, HR and operations
- Design 30-day habit-building challenges, in-workflow nudges and leadership visibility campaigns
- Track usage depth across features and reallocate underused seats to high-value teams
Curriculum
Why Enterprise AI Assistant Licences Go Underused
- The "blank chat box" syndrome and cognitive friction in daily work
- Early disillusionment caused by poor grounding and outdated internal documents
- Why one-off feature training fails to build lasting workflow habits
Pre-Rollout Knowledge Hygiene and Licence Allocation Strategy
- Cleaning up overshared permissions and stale files across SharePoint, Drive and knowledge bases
- Role segmentation: matching heavy knowledge workers, frontline staff and specialists to the right tier
- Dynamic seat-pool management and fair use-it-or-lose-it re-harvesting policies
Persona-Based "Day-in-the-Life" Workflow Playbooks
- Moving beyond meeting recaps and email drafting to core business processes
- Playbooks for sales proposals, financial variance analysis, contract review and HR workflows
- Packaging repeatable workflows as custom assistants (Custom GPTs, Copilot Agents, Gems)
30-60-90 Day Activation Campaigns and Habit Loops
- Weekly 15-minute micro-challenges and team showcase rituals
- Executive role-modelling in live meetings and reporting workflows
- Reducing friction through AI Champions and rapid troubleshooting channels
Usage Analytics, Value Proof and Rollout Wave Workshop
- Tracking active days, feature breadth and process cycle-time reduction
- Building the renewal and expansion ROI dossier for senior management
- Workshop: designing the organisation's phased rollout wave plan
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