STRATEGY & AI Workshops

Stop Buying Tools Your Team Won’t Use.

Start Building a Business That Wins

 

Get a tailored hands-on workshop from Trust Insights

The Problem: Most organizations are trying to solve people and process problems with technology. You buy the latest generative AI tools, but six months later, you’re stuck: frustrated teams, unclear ROI, and expensive “shelfware.”

The Trust Insights Solution: True transformation requires two engines running in sync: Operational Strategy and Technical Execution. Our workshops are designed to fix these specific friction points.

Track 1: Strategy & Process

Led by Katie Robbert, CEO

Track 2: Tech & Execution

Led by Christopher S. Penn, CDS

1. AI Readiness & Change Management

Why You Need This: You bought the tools, but nobody is using them. Employees are terrified of being replaced. You are stuck in “pilot purgatory.”

The Outcome: Stop the panic. Walk away with a team that champions AI because they understand how it makes their jobs easier.

  • The 5P Framework: Audit Purpose, People, Process, Platform, & Performance.
  • The RAFT Model: Governance for Respect, Accountability, Fairness, & Transparency.
  • Addressing the “Fear Factor”: Scripts to manage employee anxiety.
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2. Process Optimization

The Pain Point: Deliverables are late, quality is inconsistent, and burnout is high. You can’t automate a mess.

The Solution: Before you add AI, you must fix the process. We tear down workflows and rebuild them for scalability.

  • Process Mining: & Documentation Audit: Identify hidden bottlenecks and “time vampires.”
  • The TRIPS Framework: Score tasks to decide what to automate vs delegate.
  • User Story Mapping: Write requirements that ensure tech serves people.
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3. Strategic Measurement & ROI

The Pain Point: You are drowning in data but starving for insights. You can’t answer: “Did this make us money?”

The Solution: Stop reporting on activity and start reporting on value. Build a strategy that connects marketing to the P&L.

  • Building KPI Maps: Start with measuring the right metrics and ditch the noise.
  • The ROI Calculator: Calculate true return on AI investments.
  • The SAINT Framework: Structure reports to drive stakeholder action.
  • Measurement with GenAI: Use AI to find patterns humans miss.
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1. Generative AI for BUSINESS or TEAMS

The Focus: A hands-on workshop that transforms generative AI from a “shiny object” into a practical business tool. Stop guessing at prompts.

What You’ll Learn:

  • The Critical Use Cases: Text, image, audio/video, code, analysis, & predictive.
  • Model Selection Strategy: When to use ChatGPT vs. Claude vs. Gemini.
  • Local vs. Cloud AI: When to use private, local models for sensitive data.
  • Practical Application: Real-time demos and hands-on exercises tailored to your industry.
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2. Advanced Prompt Engineering

The Focus: Learn to program AI like a developer—using nothing but plain English. Address the common frustration of “lazy” models.

What You’ll Learn:

  • RACE & PARE Frameworks: Structures for prompts that work every time.
  • System Instructions: Build “personas” that keep your AI on-brand.
  • Chain-of-Thought: Techniques to make AI reason through complex problems.
  • Model Degradation: Strategies to maintain results when models fluctuate.
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3. Advanced Custom AI Solutions

The Need: You need more than just standard prompts. You require deep, technical customization for unique business challenges or complex data environments.

The Solution: Deep-dive technical workshops focused on building bespoke AI agents, fine-tuning models, and integrating AI into your specific tech stack.

  • Custom AI Agents: Build autonomous agents for specific tasks.
  • Model Fine-Tuning: Train models on your proprietary data.
  • API Integration: Connect AI directly to your existing software.
  • Advanced Data Science: Leverage AI for complex predictive modeling.
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Customization & Industry Verticals

We don’t believe in “one size fits all.” Both tracks can be fully customized for your specific industry challenges.

  • AEC & Construction: Proposal automation & safety docs.
  • Travel & Tourism: Itinerary gen & sentiment analysis.
  • Sci-Tech & Pharma: Compliance-safe usage & data privacy.
  • Higher Education: Student engagement & admin efficiency.

What Our Clients Say

“Yours was the most insightful, actionable, inspirational talk of the conference. You presented complex information with ease and humor. You are magic!”

— Michele

“The content you delivered to our members was absolutely spot on. A number of attendees commented to me as to how timely and relevant your presentations were, especially the hands-on component.”

— Clark M

“Occasionally, you come across people in your professional life that exceed your expectations with their humanity, professionalism, humor and…knowledge and insights on the subject matter they speak to. You are one such person!”

— Darren R

Ready to Transform Your Team?

Which track does your organization need right now?

Get Our People Ready
Master The Tools
We Need Both