AI Fluency for Leaders — Participant Handouts
AI Fluency for Leaders — Participant Handouts
HANDOUT 1 OF 3
MODULE 2
AI IN BUSINESS
// Participant Worksheet · Module 2

AI Opportunity
Canvas

Map the AI landscape to your specific business context. Complete during Module 2.
// Before you begin

This canvas helps you move from AI concepts to your context. There are no right answers — only honest ones. You will have time to share one insight from this canvas with your table group.

// Part 1 · Your Starting Point

Where does your organization stand today?

My Role / Function

Current AI Tools My Team Uses

My Honest AI Literacy Level (Before Today)

☐ Just starting ☐ Some exposure ☐ Regular user ☐ Practitioner

My Biggest AI Question Coming In

// Part 2 · Opportunity Mapping

Where could AI create the most value in your function?

Review the use case categories below. For each one, rate the potential relevance to your work and note a specific opportunity if one comes to mind.

Use Case Category Relevance to My Role Specific Opportunity I Can See Est. Impact
Strategic Intelligence
Market analysis, competitive monitoring
Operations
Process automation, document processing
People & Talent
Attrition modeling, L&D personalization
Customer Experience
Personalization, support automation
Communications
Content creation, report drafting
// Part 3 · Prioritize

Your single highest-priority opportunity

Describe the Opportunity

Why This One?

What You'd Need to Move Forward

The Biggest Barrier

AI Fluency for Leaders
HANDOUT 1 / 3 · DESIGNED BY KIRA SHINN · SHINNEDUCATION.COM
HANDOUT 2 OF 3
MODULE 3
PROMPTING
// Participant Worksheet · Module 3

The Prompt
Framework

A practical reference card for working with AI tools. Keep this after the workshop.
// The RCTF Framework

Four elements. One effective prompt.

A structured prompt consistently outperforms a vague one. Use these four elements every time you start a significant AI task.

R
Role — Tell the AI who it is
Give the AI an expert identity relevant to your task. This shapes its tone, vocabulary, and frame of reference significantly.
"You are a senior communications strategist with 15 years of experience in B2B tech..."
C
Context — Give it what it needs to know
Provide relevant background: the situation, the audience, constraints, and any specific details the AI couldn't otherwise know.
"We are preparing for our Q3 board presentation. The board has expressed concern about..."
T
Task — Be specific about the deliverable
State clearly what you want the AI to produce. Avoid vague verbs like "help me with" or "think about." Use action verbs: write, analyze, summarize, list, compare, draft.
"Write a 3-paragraph executive summary of the attached report, focused on implications for our operations team..."
F
Format — Tell it how to structure the output
Specify length, structure, and style. This step is most often skipped — and it's the one that makes the output immediately usable rather than requiring heavy editing.
"Format as three sections with bold headers. Each section should be 2–3 sentences. Use plain, direct language — no jargon."
// Prompt Lab Activity

Build your first structured prompt

Step 1 — Choose a Real Work Task

Step 2 — Write Your Full Prompt

Step 3 — Evaluate the Output

Three quality questions

☐  Accurate? Is any information incorrect or unverifiable?

☐  Useful? Could I use this output with minimal editing?

☐  Complete? Did it address everything I asked for?

Step 4 — Your Iteration

One thing I'd use this for at work

// Quick Reference

Common prompting mistakes — and fixes

The Mistake Why It Hurts The Fix
"Summarize this for me." No audience, length, or format specified — output is generic Add: who it's for, how long, what to emphasize
No role defined AI defaults to a generic helpful assistant — loses expertise tone Open with "You are a [specific expert]..."
Asking for everything at once Complex multi-part prompts produce unfocused output Break into sequential prompts; build on each response
Accepting the first output First output is a draft, not a final product Always iterate at least once; tell it what to improve
AI Fluency for Leaders
HANDOUT 2 / 3 · DESIGNED BY KIRA SHINN · SHINNEDUCATION.COM
HANDOUT 3 OF 3
MODULES 4 & 5
RISK + ROADMAP
// Participant Worksheet · Modules 4 & 5

Risk Matrix &
Readiness Roadmap

Your working document for governance and AI readiness planning. Complete during Modules 4 and 5.
// Part 1 · Risk Assessment Matrix (Module 4)

Evaluate a proposed AI initiative

Initiative Being Evaluated

Function / Department

Risk Dimension
Assessment
Mitigation Plan
Data & Privacy

What data does this touch? Is any of it confidential, regulated, or personally identifiable?

Low Medium High
Accuracy & Reliability

How consequential is an error in this context? What's the blast radius of a wrong output?

Low Medium High
Bias & Fairness

Could this AI system disadvantage any group? Are there employment, lending, or access implications?

Low Medium High
Regulatory & Legal

Does this operate in a regulated domain? What laws or frameworks apply?

Low Medium High
// Governance Decision

Named Accountable Owner

Overall Risk Level & Recommendation

☐ Proceed ☐ Proceed with conditions ☐ Do not proceed
// Part 2 · AI Readiness Roadmap (Module 5)

Your 30 / 60 / 90-day plan

My Organization / Team

Current Readiness Self-Assessment

☐ Not started ☐ Early exploration ☐ Active pilots ☐ Scaling
30 DAYS — ASSESS
Foundation & Clarity
ACTIONS
30-DAY SUCCESS LOOKS LIKE
60 DAYS — PILOT
Test & Learn
ACTIONS
60-DAY SUCCESS LOOKS LIKE
90 DAYS — EVALUATE
Decide & Scale
ACTIONS
90-DAY SUCCESS LOOKS LIKE
// Your Commitment

State one specific action you will take in the next 5 business days. Be concrete. "I will..." not "I might..."

AI Fluency for Leaders
HANDOUT 3 / 3 · DESIGNED BY KIRA SHINN · SHINNEDUCATION.COM