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Team AI training guide · By Yes AI

Run a practical manager follow-up after an AI workshop

A manager follow-up can show what a participant needs to practise after training. It works best around one small task and the evidence of how they completed it. Use this guide to discuss an example, resolve boundaries and agree a next step without treating attendance as independent working approval.

Arrange a follow-up around a specific task

Before the workshop ends, identify a manager or supervisor who can discuss the participant's next practice activity. Choose a task that is relevant to their role and small enough to review together. Agree when that conversation will occur rather than assuming everyone has the same availability. If the manager cannot authorise the proposed tool or information, identify the person who can answer that question. Keep the meeting focused on learning and the next permitted step.

Bring evidence of the process

Ask the participant to bring a fictional or otherwise approved practice example, their instruction, the output and the checks they applied. They should be able to explain what they changed and where they needed help. A finished paragraph by itself reveals little about how it was produced or reviewed. Keep any mistakes in the example visible so the conversation can address them. Do not ask staff to copy private workplace information into a new tool as proof that they attended training.

Review the learner's decisions together

Ask how the participant knew the output met the brief, what they checked against a source and what they left unresolved. Use the task criteria from the workshop when they fit, adapting them to the actual practice task where necessary. The manager should inspect the evidence rather than rely on enthusiasm or a confident explanation. Record one specific capability demonstrated and one area needing more practice. Avoid translating a successful simple example into approval for unrelated or higher-consequence work.

Resolve practical obstacles and boundaries

Discuss barriers such as unclear tool access, missing source material or not knowing who approves the finished draft. Separate a training need from an organisational decision that the participant cannot make alone. Assign unanswered permission questions to the relevant owner and keep affected tasks on hold until resolved. If the practice activity is unsuitable, select another example. The follow-up should help staff understand their next action without encouraging workarounds around existing information handling or review arrangements.

Use a fictional supervisor conversation

In a fictional example, a coordinator at Banksia Office brings a draft internal event reminder to their supervisor. They checked the venue and date but cannot explain where the draft obtained a visitor parking instruction. Together they mark that instruction unresolved and identify the event organiser as its owner. The next practice task uses another fictional notice with a missing detail. They agree to review the learner's handling of that gap before considering a real internal draft.

Set a next step with a review point

Write down the agreed practice task, the permitted material, who will review it and when the pair will check progress. The next step may be another exercise, a question for the trainer or supervised preparation of a draft within existing workplace rules. Give the participant a clear way to raise difficulty before that meeting. Record what actually happened at the next review. Neither a completed follow-up nor a positive learner comment establishes time savings, independent competence or a business result.

Before you run the exercise

  • A named manager and participant agree one practice task.
  • The conversation examines the instruction, output and review evidence.
  • Unresolved permission or source questions have an owner.
  • The next step includes permitted material and a review point.

Continue planning

Plan a workshop around your team’s work

Describe the roles in your team, the tasks they want to practise and the tools you already use. We can discuss a suitable workshop format and scope. Keep staff records, customer documents and account credentials out of this enquiry.