Consulting Practice
Train proposal reviewers
Consultants need a consistent way to check AI drafts rather than assuming polished text is approved.
Adoption
Free Canadian small business workbook
AI Change Management and Training Plan
A worksheet for planning how people learn, adopt, review, and improve AI-supported workflows.
7 pages · PDF workbook · No email required
Preview the complete PDF All 7 pages · Free to explore
Scroll through the full workbook below. Download the PDF for selectable text, printing and your own working copy.
What’s inside
A working guide
for a real decision.
Map training needs, workflow changes, communication, feedback loops, resistance risks, and review habits so architecture becomes operating behavior. Use this guide to make the operating choice explicit, test it with evidence, and record who owns the next decision.
Who this is for
Teams rolling AI-supported workflows out to staff.
Bring the people who own the work
Include the workflow owner, a person who performs the work, a reviewer with authority to approve or stop it, and the relevant data or tool owner.
Includes an explainer, working worksheet, three illustrative examples and practical considerations. This is a planning PDF, not prebuilt automation software.
Use it with your own work
Five questions
to work through.
Choose one workflow. Record enough context to support a decision, then use the worksheet to name the owner, evidence and next review.
Start doing
Which new behavior should users adopt?
Stop doing
Which manual workaround, copy-paste habit, or shadow process should end?
Review behavior
How should users inspect, approve, correct, or escalate AI output?
Training
What does each role need to understand before launch?
Feedback
How do users report weak outputs, missing context, or workflow friction?
Illustrative examples from the workbook
Where this becomes practical.
Independent Retailer
Train front-line staff
Staff need to know when the assistant can answer and when to hand a question to a manager.
Accounting Practice
Train summary operators
Preparers and reviewers need distinct habits for checking sources, figures, and client-facing language.
- AI-supported role
- Prepare role-specific practice cases, guidance, and feedback summaries from approved workflow rules.
- Human authority
- Managers train staff, observe real use, correct habits, and decide when adoption can expand.
- What to measure
- Track trained roles, correct use, workarounds, feedback closure, and review quality.
Illustrative scenarios, not client results or a promise of performance. The workbook includes additional case-specific prompts.
A useful first step
Use the workbook.
Bring us the next question.
Download and use it without booking a call. If you want help applying it, email Chris with the workflow you’re considering and what you want to improve.
Discuss your workflowFurther reading in the library
General operational guidance only. These resources are not legal, privacy, cybersecurity or regulatory advice.