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MODULE 01

Preparation Required

1

Confirm access

Before the workshop, please make sure that you can:

  • Sign in to the Nexus ChatGPT Business workspace
  • Access ChatGPT from your laptop
  • Create a new chat
  • Upload a document
  • Access Projects, if available
  • Access the ChatGPT desktop application, if installed

Access issues?

Please raise any access issues before the workshop so the session can remain practical and hands-on.

2

Identify one recurring task

Come prepared with one management task you perform regularly that:

  • Takes significant time
  • Involves gathering or reviewing information
  • Follows a repeated process
  • Does not require your highest level of judgment at every step

Examples

Preparing a weekly sales update
Reviewing the sales pipeline
Consolidating project-status information
Preparing a management meeting
Following up on actions
Reviewing customer escalations
Comparing proposals and scopes
Reviewing expenses or approvals
3

Bring one suitable working document

Bring one non-confidential or appropriately sanitised document that you would like to use during the session.

Suitable examples

Management report, project-status update, proposal, sales report, meeting agenda, action list, policy document, spreadsheet export, or customer-support summary.

Do not bring

Passwords, API keys, bank details, highly sensitive employee information, or customer information that is not necessary for the exercise.

4

Consider one possible automation

Think about one process in your department that happens repeatedly and could potentially be supported by AI:

Weekly management reporting
Sales-pipeline review
Project-risk identification
Support escalation reporting
Meeting action tracking
Proposal checking
Expense exception identification
Customer meeting preparation
Pre-work reflection

Please prepare brief answers to these questions. You will discuss them at the beginning of the workshop.

1. How do you currently use ChatGPT?
2. What is one task for which ChatGPT has already saved you time?
3. What is one task where the result from ChatGPT was disappointing or unreliable?
4. What management activity consumes more time than it should?
5. What action should AI never take without your approval?
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