Step 01 / ADVANCED

Make good work repeatable.

Make a recurring task easier to repeat using connected tools, Notebooks or Agents. Establish the sources, checks and ownership before reuse.

ADVANCED / Choose your format

Two hours. One to one. Your work.

ADVANCED for executives brings the same content as the four-hour team session into a two-hour, one-to-one session with a senior practitioner. We move at your pace and go as far as your starting point, the work and the available tools allow.

The useful shift is from asking AI for an answer to deciding what work you can delegate, how you will judge it and what you will do with the capacity created.

An individual executive / 2 hours

Go deeper on your own work.

Use one recurring priority to explore connected tools, Notebooks, Agents and, where appropriate, Cowork. With one person and one context, the session can move quickly into the next level of practice.

Discuss one-to-one ADVANCED →

A team / 4 hours

Build the understanding together.

The same ADVANCED content, with room for shared practice, different starting points and agreement on how the team will use, check and repeat the work.

Discuss ADVANCED for your team →

How far could you go?

Start with context and sources, turn a recurring task into a reusable pattern, then explore delegating a multi-step piece of work to an agent or a tool such as Claude Cowork. You practise setting the goal, steering the work and reviewing the result. Tools and access are agreed beforehand; the session follows your readiness and the task.

Explore Cowork with Anthropic →

Bring one recurring task.

Ask: “If I could delegate more of this, which judgement would still need to stay with me—and where would I use the time released?”

Make the capacity decision →

What the work can look like

A bid Notebook holds context; a repeatable review becomes an Agent candidate with a human reviewer.

Inside ADVANCED: how the work unfolds

Inside ADVANCED

How the
work unfolds.

  1. Choose

    Define the repeated job and what better means.

  2. Match

    Separate exact calculations and rules from judgement.

  3. Build

    Create a reusable pattern in the appropriate tool.

  4. Govern

    Name the owner, sources, checks and limits.

The intended outputs

What you take forward.

01

A work product and reusable pattern.

02

A Notebook or Agent candidate with clear boundaries.

03

Rules for ownership, checking and reuse.

Read alongside the work / ADVANCED

Ideas to put into practice.

Choose one idea to try in your work.

More books for this session
The Mom Test ↗Rob Fitzpatrick

Ask about actual behaviour and problems, including those of internal customers.

The next conversation

Build on what you learn.

Take the method into your organisation / COACH

Learn it. Apply it. Help others use it.

Want your own people to deliver ADVANCED? COACH helps L&D develop internal facilitators and coach leaders to coach their teams.

We transfer the relevant materials for delivery under your brand and on your learning sites. Use some of the capacity created to build that capability: internal delivery can lower repeat costs, shorten the wait for support and deepen understanding through teaching.

Available for PERSONAL, ADVANCED and TEAM, with TIP alongside you for the harder work in Steps 2 and 3 onwards.

Explore COACH for L&D →

Your next step

Discuss ADVANCED with Adam or Greg.

Agree the priority, scope and commitment before deciding.

Book a call