AI FLUENCY WORKSHOP
Your Workbook for the Day
Thursday, October 22, 2026 · 9:00am–4:00pm · Hilton Garden Inn, Ronkonkoma, NY
Fill this out as the day goes — bookmark this page, you'll come back to it between sessions. Everything you type is saved automatically on this device.
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Welcome!
Start here so we know whose workbook this is — you'll need this filled in before the rest unlocks.
The day at a glance
- 8:30 Check-in and breakfast
- 9:00 Welcome — how the day works
- 9:15 Keynote: David Powell, Liongard
- 9:45 AI in plain English
- 10:15 Where you are today (self-assessment)
- 10:45 Working session: writing with AI
- 11:45 Working session: research you can trust
- 12:15 Lunch
- 1:00 Working session: build your own AI assistant
- 2:30 Working session: find your biggest opportunity
- 3:00 Using AI safely
- 3:30 Your 30-day plan
- 4:00 Close
10:15 · 15 min · Where Are You Today?
Circle one number per question
1 = not at all, 5 = absolutely. Be honest — nobody sees this but you.
1. Leadership
Our leaders talk about AI and have said how they want us to use it.
2. Everyday use
People here use AI in their regular work — not just to try it once.
3. Your information
Our documents and information are organized well enough to find and share the right ones.
4. Trust
When AI gives us an answer, we know which parts to double-check.
5. Rules
We have written guidance on what can and can't go into AI tools.
Your total
0 / 25
10:45 · 60 min · Laptops open
Write with AI
Take something you write all the time and rebuild it with Claude. Then make it better — three times.
No example with you? Grab a sample from your table's packet.
Round 1
Round 2
Round 3
The first draft is a starting point. The better your direction, the better the draft — who it's for, why you're writing it, how it should sound, an example you like, and what to avoid.
11:45 · 30 min
Research You Can Trust
AI doesn't look things up like a database. It's usually right — but when it's wrong, it sounds exactly the same.
GREEN — Judge it yourself
Tone, structure, wording, outlines, a first draft of your own idea. Read it — if it reads right, it is right.
YELLOW — Spot-check
Summaries, rewrites of your own text, math you can eyeball. Check two or three points against the original.
RED — Never send unchecked
Names, numbers, dates, citations, quotes, legal or medical claims. Check it at the source, every time.
Grade Your Own
Ask about something you already know cold — a process at your organization, a rule in your field.
Now push it: ask a follow-up that assumes something false about your field. Did it push back?
Then "correct" it — even with something wrong. Did it agree with you anyway?
1:00 · 75 min · The main event
Build Your AI Assistant
You'll set up a Claude Project built for your job — so you stop starting from scratch every time.
B. Write its instructions — in your own voice
Fill these in, then paste them into the Project's instructions.
C. Give it 2–3 of your documents
A style guide, program description, services list, FAQ or template you reuse. No documents with you? Ask a Techworks helper for the starter Project for your industry.
D. Save 3 prompts you'll use every week
Before the break: turn to a neighbor and show them what you built — two minutes each.
2:30 · 30 min · Work in pairs
Find Your Big Win
List the tasks that repeat in your week. Score each one. Pick the one to hand to AI first.
Stuck for ideas? Look at your calendar from last week — meeting notes, recurring emails, reports, summaries and "first drafts" are good places to start.
| Task that repeats every week | Time it takes (1=little · 5=a lot) | Easy to hand off? (1=hard · 5=easy) | Score |
|---|---|---|---|
| — | |||
| — | |||
| — | |||
| — | |||
| — |
3:00 · 30 min
Using AI Safely
Your data, your people, your rules. This isn't about fear — it's about deciding on purpose.
Keep out of AI tools your organization hasn't approved
- Client, patient or donor personal information
- Social Security, account or card numbers
- Passwords and login details
- Confidential contracts, legal matters or NDAs
- HR and personnel issues
- Financial details that aren't public
Take-Home Template: AI Acceptable Use Policy
A one-page starting point. Fill in the blanks, adjust to fit, and have it reviewed before you roll it out.
This template is a starting point, not legal advice. Organizations in healthcare, legal and financial services should review it against their own regulatory requirements.
3:30 · 20 min · Quiet writing
Your 30-Day Plan
Without a plan, most of what we learn at a seminar is gone within a week. This page is the difference.
My first three steps
Put a reminder in your calendar for November 20 — 30 days from today. Snap a photo of this page and send it to the person holding you to it.
Thank you for spending the day with us.
When you're ready, send us your workbook — we'll use it to follow up and help with next steps.
Want to keep going?
Techworks can help with a conversation about where AI fits in your organization, or an AI readiness assessment for your whole team.
Phone: (631) 285-1527 · Email: info@maketechwork.com
