Course Overview
This 2-day Practical AI For Office Professionals: Prompt Engineering, Communication & Document Mastery intensive masterclass is purposefully designed to take office professionals from foundational prompt construction to enhanced workplace communication and document transformation. The curriculum forms a seamless, compounding learning progression:
Course Purpose
This two-day Practical AI For Office Professionals hands-on course equips office professionals with practical, job-ready skills to use ChatGPT or Gemini safely and effectively in their daily work.
On Day 1, participants build a strong foundation in prompt engineering. They learn AI For Office to structure clear instructions, anchor AI responses strictly to provided workplace documents, protect confidential data, and verify outputs for accuracy.
On Day 2, participants apply these skills directly to core office workflows. They learn AI For Office to deconstruct complex email threads, transform raw meeting discussions into formal minutes and action registers, compare multi-source vendor agreements, and draft concise executive briefs.
Technical, Facility & Security Requirements
- Hardware: One internet-enabled laptop per participant with functional browser access (Google Chrome or Microsoft Edge).
- AI Platform Access: An active account on ChatGPT (Plus or Team recommended; Free tier supported) or Google Gemini (Advanced or Workspace recommended; Free tier supported).
Note: Paid tiers are strongly encouraged to prevent hourly rate limits, file upload restrictions, and untimely session interruptions during hands-on AI For Office exercises.
- Office Productivity Track: Microsoft 365 (Word, OneDrive, Outlook/Teams) OR Google Workspace (Docs, Drive, Gmail/Meet).
- Data Security Policy: All exercise source materials are 100% fictionalized and pre-sanitized by the trainer. Participants are strictly instructed NEVER to paste live customer data, employee records, proprietary pricing, or confidential trade information during class exercises.
Program Delivery Style
Lectures / Group Discussion / Practical Activities
(Structured as 25% interactive lecture and demonstration, 60% hands-on laptop lab practice and prompt execution, and 15% peer review, audit discussion, and workplace transfer planning).
Course Objectives
By the end of this Practical AI For Office Professionals program, participants will be able to:
- Select the Right Tool: Distinguish tasks suitable for generative AI from those requiring search, spreadsheet calculations, or direct human judgement.
- Write Effective Prompts: Structure workplace prompts with clear context, operational constraints, and specific output formats.
- Anchor AI to Source Documents: Restrict AI responses strictly to supplied files and guidelines to ensure factual accuracy and avoid invented details.
- Protect Confidential Data: Apply data masking techniques to redact personal, customer, and sensitive company information before prompting.
- Triage and Draft Communications: Analyze multi-message email threads, isolate operational issues, and draft appropriate internal memos and client responses.
- Generate Meeting Minutes: Convert unstructured meeting notes and transcripts into standardized minutes and owner-assigned action registers.
- Compare Workplace Documents: Cross-examine proposals, service level agreements, and policies to identify discrepancies, gaps, and risks.
Who Should Attend
This Practical AI For Office Professionals program, suitable for:
Working professionals across administration, HR, finance, procurement, project management (PMO), operations, customer support, and general corporate services.
Core Software Toolset
ChatGPT or Gemini alongside Microsoft 365 (Word, Outlook, Teams, OneDrive) OR Google Workspace (Docs, Gmail, Google Meet, Google Drive).
Course Content
Day 1: Applied Generative AI Foundations & Prompt Engineering
| Time | Min | Module & Subject Matter | Hands-On Activity |
| 09:00 – 09:30 | 30 | Orientation, Learning Contract & Diagnostic
| Baseline prompt diagnostic and personal productivity goal. |
| 09:30 – 10:30 | 60 | Module 1: Foundations & Task Suitability
| Activity 1: The Office AI Task Selection Challenge |
| 10:30 – 10:45 | 15 | Morning Refreshment Break | — |
| 10:45 – 12:15 | 90 | Module 2: Structured Prompt Engineering Architecture
| Activity 2: Business Prompt Repair Clinic |
| 12:15 – 13:00 | 45 | Module 3: Source Grounding & Text Extraction (Part 1)
| Activity 3A: Policy Ingestion & Q&A Extraction |
| 13:00 – 14:00 | 60 | Lunch Break | — |
| 14:00 – 14:45 | 45 | Module 3: Source Grounding & Tabular Data (Part 2)
| Activity 3B: Tabular Data Ingestion & Limitations Analysis |
| 14:45 – 15:30 | 45 | Module 4: Responsible AI, Data Privacy & Auditing
| Activity 4: The Workplace Red Flag Tribunal |
| 15:30 – 15:45 | 15 | Afternoon Refreshment Break | — |
| 15:45 – 16:40 | 55 | Module 5: Workplace Prompt Toolkit Capstone
| Activity 5: Workplace Prompt Toolkit Build |
| 16:40 – 17:00 | 20 | Day 2 Bridge
| Day 1 Knowledge Check & Day 2 Setup. |
Day 2: AI for Communication, Documents and Meetings
| Time | Min | Module & Subject Matter | Hands-On Activity & Output |
| 09:00 – 09:30 | 30 | Day 1 Recall & Workplace Ingestion Setup
| Pre-Test Exercise: Baseline email triage challenge. |
| 09:30 – 10:30 | 60 | Module 6: Strategic Email Intelligence & Triage
| Activity 6: High-Stakes Email Triage & Resolution |
| 10:30 – 10:45 | 15 | Morning Refreshment Break | — |
| 10:45 – 12:15 | 90 | Module 7: Meeting Intelligence & Action Architecture
| Activity 7: Unstructured Transcript to Minutes & Action Register |
| 12:15 – 13:00 | 45 | Module 8: Multi-Document Comparison (Part 1)
| Activity 8A: Document Alignment & Clause Mapping |
| 13:00 – 14:00 | 60 | Lunch Break | — |
| 14:00 – 14:45 | 45 | Module 8: Multi-Document Comparison (Part 2)
| Activity 8B: Discrepancy & Risk Detection Tribunal |
| 14:45 – 15:30 | 45 | Module 9: Multi-Step Prompt Chaining for Executive Briefs
| Activity 9: The 3-Stage Executive Brief Chain |
| 15:30 – 15:45 | 15 | Afternoon Refreshment Break | — |
| 15:45 – 16:40 | 55 | Module 10: Integrated Communication Capstone
| Activity 10: Corporate Communication & Documentation Pack |
| 16:40 – 17:00 | 20 | Final Assessment & Workplace Commitment
| Signed Transfer Commitment Sheet & Masterclass Sign-Off. |
