AI Training & Advisory Proposal | LVB
From AI awareness to applied, role-based use
This proposal outlines an initial AI advisory and training engagement as a starting point for building a more structured and intentional use of artificial intelligence across the organization.
The program prioritizes shared understanding, real use cases, and critical adoption over tool-centric training, laying the groundwork for future phases where AI can be further scaled and governed.
Align a shared understanding of what AI is, how it works, and its scope and limitations, reducing the "black box" effect and promoting safe, critical, and conscious use.
- ▪What generative AI is and is not
- ▪How AI models work (conceptual, non-technical)
- ▪Capabilities, limitations, and common risks
- ▪Models to explore: ChatGPT (OpenAI), Claude (Anthropic), Google Workspace
- ▪Practical usage hacks and prompt engineering approaches for everyday tasks
- ▪How to evaluate and compare AI tools based on use case, risk, and value
| Audience | All collaborators |
| Format | Digital |
| Focus | Cross-functional, common tasks |
| Duration | 1 hour 20 minutes each |
Consolidate learnings from all sessions into a practical AI Playbook, and review together the mapped insights and opportunities to support informed next steps.
DELIVERABLE
- ▪Overview of current AI usage across teams and workflows
- ▪Risks, limitations, and usage considerations
INSIGHTS & OPPORTUNITY MAPPING SESSION
- ▪Mapping of short- and mid-term AI opportunities
- ▪Inputs for a potential AI roadmap
- ▪Tool and subscription recommendations based on observed usage patterns and identified priorities
| Audience | Small core LVB team |
| Format | Digital |
| Focus | Insights and opportunity mapping |
| Duration | 45 minutes (suggested) |
Deepen into each area's specific responsibilities, workflows, and challenges in order to begin the co-construction of custom, role-specific sections of the AI Playbook. This instance bridges the general workshops with a more tailored application, ensuring that insights translate into concrete, area-relevant guidance.
FORMAT & APPROACH
- ▪Each focus group is a dedicated working session with one area, facilitated by one Obel Hub specialist (workflows, decision-making, capability building) and one Obel Labs specialist (feasibility, technical implications, solution design)
WHAT HAPPENS IN EACH FOCUS GROUP
- ▪Deep dive into the area's core responsibilities and recurring tasks
- ▪Identification of friction points, risks, and decision-heavy moments
- ▪Exploration of how AI can support (and where it should not be applied)
- ▪Initial definition of role-specific principles, recommended use patterns, and priority opportunities
OUTPUT
- ▪Structured inputs for area-specific Playbook sections
- ▪Clear mapping between responsibilities, risks, and AI usage opportunities
- ▪Shared understanding to inform future workflow design or solution development
| Audience | One team per session (Investments / Administration / Back Office) |
| Format | Facilitated focus group |
| Duration | 60 minutes per area |
This engagement is designed as a foundational phase to establish shared understanding, decision criteria, and clear priorities around AI use.
It creates the basis for informed choices on tooling, workflows, and future AI initiatives.
The total investment for this foundational phase is USD 4,000, fully creditable toward any subsequent development or implementation phase.