Agentic AI Workshop: design a safe, testable pilot
Choose one important workflow and leave with a safe, testable agent pilot.
Your team moves beyond agent demos. Participants define the job, sources, permissions, decisions and human checkpoints for an agent that fits a real workflow.
Recommended format
Core workshop · 4–6 hours
Delivery
On-site / in person, online, or hybrid
01 · Best for
Is this the right workshop?
Business, product, operations, innovation and technical teams ready to examine one multi-step workflow together.
Not the best fit when
- — You need a finished software implementation rather than team training.
- — You want a passive keynote without practical work.
- — You require a legal or compliance guarantee.
02 · What changes after the workshop
What this program changes in practice
Agentic AI becomes useful when a team stops asking what an agent could do and starts defining one job properly. That means agreeing the trigger, the information the agent may use, the actions it may take, the decisions it must never make alone and the person who remains accountable. This workshop gives the team enough structure to have that conversation together before anyone invests in a platform, integration or ambitious automation project.
The session is not a fixed sequence of demonstrations. The facilitator works with the team on Choose the workflow, Define the agent’s job, Connect sources and tools, using Agent Design Canvas, ChatGPT, Your approved AI tools when those systems are approved and available. Participants compare first results, make missing context visible and improve the work together. They learn not only which request works, but why an output is reliable enough to move into the next working step.
The value should not end when people leave the room. Exercises therefore produce concrete outputs such as Agent Design Canvas, Permission and approval map, Failure-test checklist. They give colleagues a traceable starting point, show where human review is still required and make the next pilot smaller and more realistic. Optional follow-up work can build on those artefacts instead of beginning again with another general introduction.
- Select an agent opportunity worth testing
- Separate agent work from human decisions
- Design permissions and review points
- Plan a small pilot with clear tests
03 · Tools your team will use
Tools your team will use
- Agent Design Canvas
- Define the job, sources, tools, permissions, decisions and human checkpoints before building an agent.
- ChatGPT
- Draft, analyse, research and turn recurring work into reusable team instructions.
- Your approved AI tools
- Exercises adapt to the systems, licences and data boundaries your organisation has approved.
04 · From uncertainty to a shared way of working
Choose one important workflow and leave with a safe, testable agent pilot.
- Before
- The team has agent ideas, but the useful boundary, evidence, permissions and owner are still unclear.
- In the room
- The team uses Agent Design Canvas, ChatGPT, Your approved AI tools on its own examples. Every exercise ends with checking, improvement and a clear human decision.
- The day after
- Participants leave with more than notes: Agent Design Canvas, Permission and approval map, Failure-test checklist and an agreed next step.
05 · A practical syllabus
A practical syllabus
01 Choose the workflow
Map the current work, friction and decision owner.
Working output: Agent Design Canvas
02 Define the agent’s job
Set the goal, boundaries, inputs and expected output.
Working output: Permission and approval map
03 Connect sources and tools
Decide what the agent may read, use and change.
Working output: Failure-test checklist
04 Design human control
Add approvals, escalation and a visible source trail.
Working output: Pilot brief with owner and next step
05 Test before pilot
Create failure cases, success measures and a first pilot plan.
Working output: Agent Design Canvas
06 · What your team takes away
A prepared workshop, not a generic presentation
- Agent Design Canvas
- Permission and approval map
- Failure-test checklist
- Pilot brief with owner and next step
Optional follow-up clinics and adoption support can be added after the workshop.
- • Sponsor alignment call
- • Short participant questionnaire
- • Examples adapted to your work
- • Facilitated live practice
- • Digital resources
- • Concise facilitator summary
07 · Delivery options
One workshop, three ways to take part
The learning goals, practical exercises and take-away resources stay consistent. We adapt the room, collaboration tools and facilitation rhythm to the way your team is joining.
- On-site / in person
- Delivered at your organisation or an agreed venue, with the facilitator and participants working together in the room.
- Online
- A fully live, facilitated workshop using an agreed video platform, shared exercises and structured small-group work.
- Hybrid
- Designed for a team split between the room and remote participants, with activities adapted so both groups can contribute and receive support.
Workshop evidence · Lausanne
A proven canvas, tested in a real Lausanne workshop
The Agent Design Canvas and public workshop repository show how participants move from a broad idea to a bounded agent brief with sources, permissions, review and test cases.
View public workshop evidence 
08 · Facilitated by a practitioner
Facilitated by a practitioner
George Raymond Alchoufi combines software engineering, facilitation and executive coaching. The session is adapted to your team’s work, approved tools and review responsibilities.
Program content reviewed July 2026
Delivered across Switzerland
Available on-site in Zürich, Geneva, Lausanne, Basel, Bern and other Swiss locations by arrangement, with hybrid delivery for distributed teams.
Continue your team’s learning
Questions before booking
What will our team achieve in the Agentic AI workshop?
Choose one important workflow and leave with a safe, testable agent pilot. The practical outcomes are: Select an agent opportunity worth testing; Separate agent work from human decisions; Design permissions and review points; Plan a small pilot with clear tests.
Who is the Agentic AI workshop designed for?
Business, product, operations, innovation and technical teams ready to examine one multi-step workflow together.
Which tools will participants use?
The practical stack includes Agent Design Canvas, ChatGPT, Your approved AI tools. Exercises are adapted to the licences and systems your organisation has approved.
How long is the workshop and how is it delivered?
The recommended format is Core workshop · 4–6 hours. Every core workshop is designed to stay within four to six hours; alternatives include Focused workshop · 4 hours. Choose an in-person session at your organisation or an agreed venue, a fully online workshop, or a hybrid format. Delivery is available in English, French or German.
What preparation is required?
No technical prerequisite is required. We hold a short sponsor alignment call and participant questionnaire, then adapt examples to approved tools and non-sensitive work.
What does the team take away?
The working package includes Agent Design Canvas, Permission and approval map, Failure-test checklist, Pilot brief with owner and next step, digital resources and a concise facilitator summary.
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