Would your team paste this incident report into AI?

AI Confidentiality Workshop Bundle · When teams disagree about what can go into AI

It contains a witness name, a medical detail and a customer reference. The instruction is simple: “Make this sound more professional.”

Before anyone presses send, would your team agree on what information can be used, in which tool, and with whose approval?

The AI Confidentiality Workshop Bundle helps you run that discussion. It brings together a facilitator guide, editable slides and participant materials for a 75–90-minute session built around information-handling decisions.

See the workshop bundle in the shop

Maritime professional reviewing controlled management-system information aboard ship
Run a structured team discussion so information-handling decisions are practised before someone presses send.

Give people a decision to practise

“Be careful with confidential information” leaves a lot for the person at the keyboard to interpret. A group exercise makes that interpretation visible.

Illustrative exercise, created for this page: ask participants to work through the incident-report scenario above. What does the task actually need? Could a blank report outline achieve it? Which details require an approval or escalation decision?

The useful part is hearing where answers differ. Those differences give the facilitator specific points to clarify against the organisation’s approved procedures.

Run the session with materials already assembled

For the facilitator: a guide to support a structured, discussion-led session.

For the room: editable presentation slides, with a PDF version for reference.

For the follow-through: a workbook and participant reference card to support discussion and actions after the session.

Inside the bundle

  • Facilitator guide PDF for a 75–90-minute discussion-led session
  • Workshop slides in editable PPTX and PDF
  • Implementation workbook PDF
  • Participant reference card PDF
  • Licence terms

Why choose the workshop over the free guide?

The free guide is an individual starting point. The workshop is for a manager or internal trainer who needs to bring people together, compare their decisions and connect the discussion to local responsibilities.

You still adapt the session to your tools and information-handling rules. The value is the assembled session material: you can concentrate on the examples and decisions your team needs to discuss.

Who should be in the room?

Start with the people who draft, review or approve the documents you expect AI to touch. For a QHSE team, that might include report writers, managers and the person responsible for information handling. Use fictional or approved examples in the session.

The supplied workshop is a training resource. It does not certify participants or approve a particular AI provider. Internal use rights do not automatically permit paid delivery to external clients; check the licence for your intended use.

Make the next AI conversation practical

Choose a scenario your team recognises. Use it to establish what they would actually do. Explore the workshop materials in the shop.

See the workshop bundle in the shop

A short brief to share internally

Copy and adapt this for your manager or colleague:

We need to clarify how our team handles information in AI tasks. This bundle supplies facilitator material, editable slides and participant resources for an internal workshop. I propose we adapt one scenario to our approved rules and capture the decisions and follow-up responsibilities.

Choose the next resource for your task

Before you order

The shop shows the current price, edition and use terms. These materials support preparation and human review; they do not provide certification or guarantee an audit or inspection result.