Understand the organization and opportunity.
Start with a mission and program summary, relevant evidence, a budget outline, and the funder’s requirements. Record what is known and what needs clarification.

AI workshops & team learning
Our workshops help teams practice using AI with a clear purpose, relevant information, and a method they can use again. Start with a focused learning session, then identify where workflow design, integration, or further support will help.
Discuss a workshopAn established workshop focus
For nonprofit development, program, and finance teams.
Our grant-writing workshop framework brings opportunity research, proposal development, evidence review, and budget alignment into a structured process. Participants practice working from organizational context and passing information between stages.
The emphasis is on a reusable method: evaluate the opportunity, understand requirements, develop the narrative, check the evidence and budget, and review the assembled proposal.
A worked learning example
Illustrative exercise using a fictional nonprofit and grant opportunity.
Start with a mission and program summary, relevant evidence, a budget outline, and the funder’s requirements. Record what is known and what needs clarification.
Use AI to organize the narrative and evidence, identify missing information, and align proposed activities with the budget. Carry the context between stages.
People verify the claims, eligibility, program commitments, calculations, and budget. The team decides whether the opportunity fits and what is ready to advance.
The exercise explains the workshop method. It does not represent a submitted client proposal or a grant award.
A repeatable method, a draft and review checklist they can inspect, and a clearer decision about where AI belongs in their work.
Tailor the session to your team
We agree on the audience, examples, learning goals, and takeaways before the session.
Practice sourcing information, synthesizing documents, and preparing a brief with evidence and review steps.
Explore AI-assisted preparation, organizational context, and decision workflows relevant to the Office of the CFO and operating teams.
Identify repeated tasks, structure prompts and handoffs, and learn how to evaluate outputs before using them.
The workshop can stand on its own or help define a broader enablement engagement.
A useful first conversation
Tell us about the audience, the work they do, and the capabilities you want to build.