Global

Choosing the right AI tool for the task, within the approved list

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 14 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
25 min
Lessons
6 lessons
Frequency
When an AI tool is approved or rolled out, and at hire
Last reviewed
21 Oct 2026
Grey areas: limits, unapproved tools, mailbox access
What would you do?

Your usage limit runs out the night before a deliverable

Try it: this is one of 15 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 6 lessons, about 25 minutes
  • Scenario, flashcards, process, accordion and quizzes
  • 10-question final check, 80% to pass

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 10 slides
  • Quiz, poll, word cloud, scale slides
  • A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

  • Post-course feedback, about 2 minutes
  • 30-day check-in
  • Anonymous by default
  • Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 128.0Achieve ≥ 80% on the final assessment-Whole course
SO 128.1Match common task types to the right kind of AI tool + your infoBest practiceWhole course
SO 128.2Check a new tool against data, licence, security and output-quality criteria before use + your infoOrganisation's tool assessment process; GDPR Art. 5Whole course
SO 128.3Use only approved tools for work and request others through the proper route + your infoOrganisation's AI policyWhole course
SO 128.4Disclose AI tool use on client work where required + your infoOrganisation's client disclosure ruleWhole course
SO 128.5Complete the first-week setup and know where to get help + your infoOrganisation's rollout planWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 14 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 25 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

Why the organisation chose one AI tool

3 pages

5 min
Before you beginNoteList
Three tools, one deadlineTextImage
What the choice bought youFlashcardsYour infoKey factQuiz
2

Data boundaries and licence limits explained

3 pages

5 min
What may go inAccordionYour info
Licence limitsTabsYour info
True or false?FlashcardsMulti-select quiz
3

First-week setup checklist

3 pages

5 min
Set upProcessYour info
Pick the tool for the taskSorting activity
CheckChecklistQuiz
4

Grey areas: limits, unapproved tools, mailbox access

3 pages

4 min
Out of usage before a deadlineScenario
The unapproved recommendationScenario
Mailbox accessScenarioYour infoMulti-select quiz
5

Getting help and giving feedback

2 pages

3 min
Where to goProcessYour info
Disclosure and feedbackChecklistYour infoMatching quiz
6

Final assessment and acknowledgement

Assessment

3 min
Final check10 questions80% to passCompletion page

Live deck and surveys

10 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

ContentTitle and agenda
PollWhich AI tools have you used in the last month?
Word cloudWhat do you want AI to help with this month?
Quiz · customiseWhich chatbot is approved here?
Content · customiseWhy this tool, in three lines {{WHY_THIS_TOOL}}
QuizYour usage limit runs out before a deadline. You…
ScaleHow confident are you choosing the right tool for a task?
Open-endedA task you hope the approved tool will handle
Q&AAsk the trainer anything
Content · customiseClosing, first-week checklist {{AI_HELP_CONTACT}}, {{SURVEY_1_URL}}, {{SURVEY_2_URL}}
Post-course feedback: 10 questions, about 2 min
  1. Overall rating 5 stars
  2. Relevant, realistic, right length, helpful activities agree/disagree grid
  3. What was most useful? multi-select
  4. Confidence before this course, and now 1-5 scale
  5. Which AI tools have you used in the last month (work and personal)? multiple choice
  6. Do you know which tools are approved here? multiple choice
  7. What do you expect to use AI for? multiple choice
  8. One thing we should change or add open text
  9. Would you recommend this course? NPS
30-day check-in
  1. Have you used what you learned since the course? multiple choice
  2. How confident are you today? Compare with day 1 1-5 scale
  3. A moment where the training helped, or where you weren't sure open text
  4. Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

14 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • Tool names and the reason for the choice{{APPROVED_AI_TOOLS}}
  • Tool names and the reason for the choice{{WHY_THIS_TOOL}}
  • Data classes allowed and usage limits{{DATA_BOUNDARY_SUMMARY}}
  • Data classes allowed and usage limits{{USAGE_LIMITS}}
  • Set-up and help links{{SIGN_IN_GUIDE}}
  • Set-up and help links{{HELP_PAGE}}
Show all 14 fields
  • What the tool may connect to{{CONNECTOR_RULE}}
  • Help route{{AI_CHAMPION}}
  • Help route{{SERVICE_DESK}}
  • Help route{{AI_HELP_CONTACT}}
  • When AI use is disclosed to clients{{CLIENT_DISCLOSURE_RULE}}
  • Surveys and completion record{{SURVEY_1_URL}}
  • Surveys and completion record{{SURVEY_2_URL}}
  • Surveys and completion record{{LMS_OR_RECORD_SYSTEM}}

FAQ

Common questions

Can I run choosing the right AI tool for the task, within the approved list training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

When an AI tool is approved or rolled out, and at hire.

Who needs this training?

All employees, especially those experimenting with free tools; run by IT, information security or an AI champion.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Last reviewed: 21 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck