Proposed five-day professional program. Approximately 25-30 training hours. Final arrangements are confirmed in the written proposal.
Course Overview
Plan knowledge assistant use cases around reliable organizational source material.
This proposed five-day program combines practical case analysis, guided exercises and peer discussion. Participants adapt the course concepts to organizational circumstances and prepare a knowledge assistant design canvas.
Learning Outcomes
Assess knowledge assistant scope and user questions.
Evaluate source preparation and retrieval concepts.
Apply a structured approach to answer grounding and evidence traceability.
Develop practical recommendations for access boundaries and evaluation design.
Prepare and present a knowledge assistant design canvas.
Who Should Attend
Functional managers, business analysts, AI project coordinators and professionals planning AI-enabled work.
Relevant work experience is recommended. The participant profile, prerequisite knowledge and case complexity are reviewed during planning.
Training Methodology
Facilitated discussion, worked examples, anonymized case analysis, practical exercises, peer review and an applied final assignment.
Learning assessment may include a baseline discussion, review of exercise outputs and a final presentation. Attendance and completion requirements are confirmed in the proposal.
Course Tools and Templates
Knowledge assistant scope and user questions worksheet – proposed exercise document.
Source preparation and retrieval concepts worksheet – proposed exercise document.
Answer grounding and evidence traceability worksheet – proposed exercise document.
Access boundaries and evaluation design worksheet – proposed exercise document.
Knowledge assistant design canvas – proposed exercise document.
Delivery Requirements
Classroom, live online and in-house delivery can be arranged by agreement. The trainer, language, venue or platform, timetable and required materials are confirmed in writing.
A laptop may be needed for analytical or planning activities. Software availability, licenses and access requirements are agreed before delivery.
Course Customization
The indicative five-day sequence can be adapted to participant experience, industry context and agreed learning objectives. Final dates, fees, agenda, certificate details and delivery arrangements are confirmed in the written proposal.
Proposed Five-Day Course Outline
Day 1 – Knowledge assistant scope and user questions
Define the business context, assess current practices and clarify the decisions relating to knowledge assistant scope and user questions.
Practical output: Knowledge assistant scope and user questions worksheet
Day 2 – Source preparation and retrieval concepts
Interpret representative information and compare practical approaches to source preparation and retrieval concepts.
Practical output: Source preparation and retrieval concepts worksheet
Day 3 – Answer grounding and evidence traceability
Use the course tools in a realistic case focused on answer grounding and evidence traceability, documenting assumptions and recommendations.
Practical output: Answer grounding and evidence traceability worksheet
Day 4 – Access boundaries and evaluation design
Review responsibilities, risks and follow-up measures through a practical exercise on access boundaries and evaluation design.
Practical output: Access boundaries and evaluation design worksheet
Day 5 – Knowledge assistant prototype planning
Integrate the learning through knowledge assistant prototype planning, present the final assignment and propose workplace actions.
Practical output: Knowledge assistant design canvas
