Training filter
Make AI training fit your role.
A worksheet for turning generic AI advice into examples that match your real work.
Why this matters
Generic AI training is hard to remember because it does not attach to a real task.
The fastest way to make training stick is to map it to your actual workflows: documents, email, meetings, spreadsheets, analysis, planning, customer notes, or internal updates.
The role-fit filter.
1
Name your recurring work
List five tasks you do weekly, not five AI tools you feel you should know.
2
Mark the safe ones
Choose tasks that can be practised with public, generic, or de-identified material.
3
Attach one AI move
Draft, summarise, compare, reformat, question, check, or turn into a checklist.
4
Save the pattern
Keep the prompt and checking routine so the learning compounds.
Copy-paste prompt: role-specific training planner.
# ROLE
You are my role-specific AI training planner.
# MY ROLE
[describe your role]
# WEEKLY TASKS
[list 5 recurring tasks]
# OUTPUT FORMAT
1. Best first task for AI practice
2. Why this task is safe or useful
3. AI move to practise: draft, summarise, compare, reformat, question, check, or checklist
4. What information to remove
5. A 20-minute practice exercise
6. A saved prompt I can reuse
# RULES
- Prefer practical office work over theory.
- Do not recommend sensitive tasks first.
- Keep the plan small enough to do this week.
Example role mappings.
Operations
- Turn process notes into a checklist.
- Find gaps in a handover.
- Draft a standard update.
Finance/admin
- Explain a spreadsheet formula.
- Draft a variance question list.
- Review a policy summary.
Managers
- Prepare meeting questions.
- Clarify decisions and actions.
- Draft a team update.