FOR SMALL TEAMS
Practise one workflow
with your team.
Use the workshop slides to practise turning rough notes into a client update. For a guided clinic, prepare a brief describing the task, the people involved and the tools your team can use.
THE SMALL-TEAM CLINIC
Make the learning
part of the work.
Client updates, meeting actions or a first proposal draft. Choose one shared task and leave with a process your team has actually practised.
01Choose one useful focus
Identify the shared task, the people involved, and the tools approved for your work.
02Practise as a team
Use a safe example to create, improve and check an output together.
03Keep a shared task kit
Take away the instructions, a reviewed example and a checklist for the next attempt.
04Review what stuck
A bounded group follow-up helps surface obstacles and agree the next useful step.
Start with the work your team shares.
Prepare a brief to explore the proposed clinic. Pricing, availability and final scope will be agreed before any booking.
Prepare a team briefBookings and payments are not open yet.EXAMPLES TO START A CONVERSATION
Familiar work. A fresh approach.
Client communication
Turn approved notes into a clear update, then check the facts and tone.
Meeting follow-through
Organise sample meeting notes into actions, owners and open questions.
Proposal preparation
Use an agreed brief to create a first draft without inventing commitments.
Illustrative tasks, not client case studies or promised results.
TRY THE METHOD
A checked action list.
Six short workshop slides guide a first attempt, one factual correction and a fresh task. Use the fictional meeting notes and blank worksheets beside them.
Written rehearsal resource · Prepared, not participant-tested · No AI account required
PRACTICAL BY DESIGN
Clear boundaries.
Useful outcomes.
- One shared workflow, with preparation agreed in advance.
- Tools and example data appropriate to your workplace.
- Hands-on practice, rather than a tour of every feature.
- Defined follow-up and support, with further work scoped separately.