SOP: AI Training & Walkthroughs (Technical)
SOP: AI Training & Walkthroughs (Technical)
Section titled “SOP: AI Training & Walkthroughs (Technical)”Document Type: Standard Operating Procedure (SOP)
Version: 1.0
Status: Approved for Use
Audience: Technician
Service Tiers: 30-min Crash Course ($30), 1-hour Walkthrough ($75)
Estimated Time: 1-2 hours per session
1. Purpose
Section titled “1. Purpose”To provide standardized procedures for conducting AI training sessions, ensuring consistent delivery of high-quality AI education and hands-on guidance for clients at all experience levels.
2. Scope
Section titled “2. Scope”This SOP applies to AI Training services for:
- Local AI setup and usage
- Public AI platform training (ChatGPT, Claude, etc.)
- Custom workflow development
- Prompt engineering techniques
- AI tool integration
3. Responsibilities
Section titled “3. Responsibilities”Lead Technician Responsibilities
- Conduct pre-training assessment
- Prepare training environment and materials
- Deliver training sessions professionally
- Record sessions and provide documentation
- Follow up with clients and provide support
Client Responsibilities
- Complete pre-training questionnaire
- Provide access to relevant systems/accounts
- Attend scheduled training session
- Practice techniques and provide feedback
4. Pre-Training Preparation
Section titled “4. Pre-Training Preparation”4.1 Client Assessment
Section titled “4.1 Client Assessment”- Experience level questionnaire completed
- Training goals identified
- AI tools of interest documented
- Current workflow analyzed
- Technical requirements assessed
4.2 Environment Setup
Section titled “4.2 Environment Setup”- Training platform configured (Zoom/Meet/Discord)
- Screen recording setup tested
- Demo environment prepared
- Training materials organized
- Backup plans established
5. Training Procedures
Section titled “5. Training Procedures”5.1 30-Minute Crash Course ($30)
Section titled “5.1 30-Minute Crash Course ($30)”Session Structure:
- Introduction (5 min) - Goals and overview
- AI Basics (10 min) - Core concepts and use cases
- Tool Demo (10 min) - Hands-on demonstration
- Q&A (5 min) - Client questions and next steps
5.2 1-Hour Detailed Walkthrough ($75)
Section titled “5.2 1-Hour Detailed Walkthrough ($75)”Session Structure:
- Assessment Review (10 min) - Current setup and goals
- Comprehensive Training (30 min) - Advanced techniques
- Hands-on Practice (15 min) - Client-led exercises
- Custom Workflow (5 min) - Tailored implementation
6. Post-Training Deliverables
Section titled “6. Post-Training Deliverables”6.1 Session Materials
Section titled “6.1 Session Materials”- Recording of training session
- Training presentation slides
- Custom workflow documentation
- Resource links and tools
- Follow-up action items
6.2 Follow-up Support
Section titled “6.2 Follow-up Support”- Email support for 7 days
- Additional resource recommendations
- Implementation guidance
- Progress check-in (optional)
7. Quality Assurance
Section titled “7. Quality Assurance”- Client satisfaction survey completed
- Training objectives achieved
- Materials delivered successfully
- Follow-up support provided
- Feedback incorporated for future sessions
8. Troubleshooting
Section titled “8. Troubleshooting”| Issue | Cause | Solution |
|---|---|---|
| Technical difficulties | Platform issues | Have backup platform ready |
| Client not prepared | Incomplete assessment | Reschedule with proper prep |
| Content too advanced | Experience mismatch | Adjust content level |
| Time constraints | Content too extensive | Prioritize key topics |
End of SOP