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STEP 1

ADVANCED

You've built the fluency.

Now build with the tools.

For CxOs who have completed PERSONAL or TEAM and need to go deeper than chat prompts. Two variants: ADVANCED PERSONAL (2h, executive 1:1) or ADVANCED TEAM (4h, cross-functional bid team) — Claude, Notebooks, Microsoft 365 Copilot agents on real artefacts. Real work, not demos.

2–4h

PERSONAL: 2h 1:1 · TEAM: 4h with 6–10 leaders

STEP 1 · after PERSONAL or TEAM · L2 → L3 on the AI Fluency Model

01 — AT A GLANCE

ADVANCED

in 60 seconds

Five facts. The two‑page summary holds the rest. Book the session when you are ready.

WHAT IT IS

PERSONAL: 2h executive 1:1 on a real file. TEAM: 4h cross-functional bid team on a live bid.

Real files, real bids, real deliverables. M365 + Cowork + Notebooks + Agents. The graduation path is Output → Notebook → Agent — you move one step further each time.

WHO IT'S FOR

Leaders who've completed PERSONAL or TEAM.

CxOs (PERSONAL variant) or cross-functional bid/proposal teams (TEAM variant). Hands-on, not theoretical.

FORMAT

PERSONAL: 2 hours · 1:1. TEAM: 4 hours · 6–10 leaders.

Real files. Real bids. Real deliverables. M365 + Cowork + Notebooks + Agents.

WHERE IT SITS

STEP 1, after TEAM, before ACCELERATE.

L2 → L3 with the graduation path: Output → Notebook → Agent.

WHAT IT COSTS

Pricing on enquiry.

Single sessions and cohort programmes. indicative ranges are in the tow-page summary; specifics are a twenty-minute scoping call.

02 — WHAT YOU WALK AWAY WITH

Build with the tools.

Two variants. Real work. Real artefacts. The 2-page summary has the structure for both.

OUTCOME 1 · WORKING ARTIFACT

PERSONAL: one CxO artefact on a real file. TEAM: a live bid walked end-to-end with drafts, a Notebook, and one Agent promoted to the registry.

OUTCOME 2 · CRITICAL THINKING

Problem · Outcome · Context. Improve My Prompt. Validate & Verify. The prompt discipline becomes default reflex when participants open Excel, Word, or a blank chat box.

OUTCOME 3 · PATH

Output → Notebook → Agent path identified.
Every participant names the next automation they'll build. A 5-day task becomes 4 with a Notebook, then 3 with an Agent.

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