About this session
An organizational AI policy can establish important boundaries, but it rarely answers every question employees encounter during a normal working day. Can AI summarize this internal document?
Can it draft a customer email? Should a colleague be told that AI prepared the first version?
Can a useful prompt be shared across the team? When does an employee need approval before trying a new AI-assisted approach?
Without shared norms, employees create their own answers. One person may avoid AI completely.
Another may use it for almost everything. A third may review every output carefully while somebody else assumes an approved tool makes every output safe to use.
The result is inconsistency, uncertainty and unnecessary risk.
This session helps teams create a practical working agreement beneath the organization's formal policy. Participants examine the real AI use cases appearing in their work, identify where assumptions differ and agree what good practice should look like.
They establish expectations around approved tools, information, human review, transparency, accountability, experimentation and escalation.
The final agreement is deliberately practical. It should help somebody decide what to do during real work rather than becoming another policy document nobody reads.
Participants test the agreement against realistic scenarios, identify where organizational clarification is still needed and establish a review rhythm so the agreement can evolve as tools, policies and work practices change.
What your people take away
- Translate organizational AI principles into concrete team-level working practices
- Clarify which workplace AI uses are encouraged, restricted or require additional approval
- Agree practical boundaries around tools, information, disclosure, review and accountability
- Create shared expectations for prompts, templates, workflows and AI-assisted outputs
- Define what employees should do when a use case is unclear, unusual or higher-risk
- Build a short, usable AI Working Agreement that can evolve as technology and organizational guidance change
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What each length covers
30 minutes
30 Minutes — Key Points: Start With the Work Your Team Actually DoesA focused 30-minute session on three key points from Start With the Work Your Team Actually Does: map current AI use, identify the use cases that matter and surface different assumptions.
- Map current AI use
- Identify the use cases that matter
- Surface different assumptions
Covers 3 of 4 points in Start With the Work Your Team Actually Does.
60 minutes
Build Your Team's AI Ground RulesA focused working session that surfaces current AI use, identifies the team's most important gray areas and produces a practical first version of an AI Working Agreement.
- Current team AI use
- Organizational boundaries
- Appropriate AI use
- Information boundaries
- Human review
- Transparency
- Accountability
- Experimentation
- Escalation
- Agreement drafting
- AI Working Agreement Canvas
- Live Q&A
Covers 1 of 4 parts: Start With the Work Your Team Actually Does.
90 minutes
Create a Practical AI Working AgreementThe extended session takes the team from current-state mapping through use expectations, information boundaries, review, transparency, accountability, experimentation, escalation and scenario testing.
- Current AI practices
- Team use cases
- Organizational policy
- Approved tools
- Information boundaries
- Human review
- Disclosure
- Accountability
- Shared prompts
- Experimentation
- Escalation
- AI incidents
- Scenario testing
- Agreement maintenance
- Live Q&A
Covers 2 of 4 parts: Start With the Work Your Team Actually Does and Agree What Good AI Use Looks Like.
3 hours
Covers 3 of 4 parts: Start With the Work Your Team Actually Does, Agree What Good AI Use Looks Like and Make Ownership, Experimentation & Escalation Clear.
Full day
Team AI Working Agreement LabA hands-on full-day workshop covering all four modules. Participants map current practice, resolve recurring gray areas, draft detailed team norms and test the agreement against realistic workplace scenarios before finalizing it.
- Module 1 — Start With the Work Your Team Actually Does
- Module 2 — Agree What Good AI Use Looks Like
- Module 3 — Make Ownership, Experimentation & Escalation Clear
- Module 4 — Build an Agreement People Will Actually Use
- Current AI Use Map
- Team AI Assumption Review
- Policy-to-Practice Exercise
- AI Use Boundary Matrix
- Information Boundary Exercise
- Human Review Design
- Transparency Scenario Lab
- Accountability Mapping
- Experimentation Boundary Design
- Shared Prompt Governance
- Escalation Mapping
- AI Incident Scenario
- Working Agreement Draft
- Scenario Stress Test
- Live Q&A
Covers all 4 parts.
Also available as a 4-week or 8-week program, for change that lasts. Ask us about it.
What’s covered
Start With the Work Your Team Actually Does
Every length- Map current AI useParticipants identify where AI is already being used, formally or informally, across everyday team activities such as drafting, research, summarization, analysis, meetings or workflow support.
- Identify the use cases that matterNot every AI interaction requires a team rule.
- Surface different assumptionsParticipants compare how team members currently think about acceptable AI use, review, disclosure and information handling.
- Start from organizational policyParticipants identify the rules the team cannot redefine.
Agree What Good AI Use Looks Like
90 minutes and longer- Define when AI is appropriateParticipants identify common work where AI can be used confidently, where stronger review is required and where the team should not currently use AI.
- Set information boundariesParticipants clarify what kinds of information can be used with approved tools and what should remain outside AI systems unless additional organizational approval exists.
- Define human reviewParticipants agree which AI-assisted outputs require review and what that review should include, such as factual accuracy, customer context, tone, calculations, commitments or decision implications.
- Clarify disclosure & transparencyParticipants identify situations where colleagues, customers or other stakeholders may reasonably need to know that AI substantially contributed to an output or process.
Make Ownership, Experimentation & Escalation Clear
3 hours and longer- Keep accountability humanParticipants clarify that employees remain responsible for the work they submit, send, approve or use even when AI contributed to the output.
- Create safe experimentation boundariesTeams identify where employees can try new AI approaches independently and where they should ask first because data, customer impact, workflow changes or other consequences are more significant.
- Share prompts & templates responsiblyParticipants agree how useful prompts, templates and AI-assisted working methods can be shared, tested and updated across the team.
- Define the escalation pathParticipants identify what employees should do when they encounter an uncertain use case, sensitive information, unexpected output, potential incident or question beyond the team's authority.
Build an Agreement People Will Actually Use
Full day only- Write behavior — not slogansParticipants replace vague principles with practical statements such as what employees do before using AI, what must be reviewed and when they should escalate.
- Test the agreement against scenariosParticipants apply the draft agreement to realistic cases involving customer communication, internal documents, analysis, meeting notes, experimentation and unusual requests.
- Keep it short enough to rememberA working agreement should be usable during real work.
- Review as the work changesAI tools, policies and team workflows will continue changing.
Tools and materials
- Current Team AI Practice Map
- AI Gray-Area Finder
- Policy-to-Practice Review
- AI Use Boundary Matrix
- Information Boundary Guide
- Human Review Standard Builder
- Transparency Decision Guide
- AI Accountability Map
- Shared Prompt & Template Guide
- Experimentation Boundary Planner
- AI Escalation Map
- AI Incident & Near-Miss Guide
- AI Working Agreement Scenario Pack
- Agreement Stress Test
- AI Working Agreement Playbook
Who it’s for
- Teams beginning to use AI regularly and needing clearer shared expectations
- Managers who want practical team norms beneath organizational AI policy
- Cross-functional teams where employees currently use AI in different ways
- Professional and corporate-function teams using AI for drafting, research, analysis or workflow support
- Organizations introducing approved AI tools and wanting teams to translate governance into everyday behavior
- Teams that already use AI but want greater consistency around review, information boundaries, transparency and experimentation
How booking works
- Book online. Create a free Workbliss profile, then pay with session credits, by card or by invoice.
- Pick a date. Choose a date at least 14 days ahead, or book now and set the date later.
- Choose your expert. Within 3 working days, we send you profiles of the experts available for your date.
- We deliver it. Your expert is briefed on your people and goals, then runs the session live online or at your site.
Questions about Set the Ground Rules: Build Your Team's AI Working Agreement
How long is Set the Ground Rules: Build Your Team's AI Working Agreement?
Set the Ground Rules: Build Your Team's AI Working Agreement runs as 30 minutes, 60 minutes, 90 minutes, 3 hours or full day. You choose the length when you book. A 30-minute session covers three key points from Start With the Work Your Team Actually Does: map current AI use, identify the use cases that matter and surface different assumptions. A 60-minute session covers Start With the Work Your Team Actually Does in full, with a live Q&A. A 90-minute session adds Agree What Good AI Use Looks Like. A 3-hour session adds Make Ownership, Experimentation & Escalation Clear. A full-day session adds Build an Agreement People Will Actually Use. It is also available as a 4-week or 8-week program.
Can Set the Ground Rules: Build Your Team's AI Working Agreement be delivered online or in person?
Yes, both. It runs live online, so every office can join at the same time, or in person at your site, in any country.
How do we book Set the Ground Rules: Build Your Team's AI Working Agreement?
Create a free Workbliss profile with your work email, then open Set the Ground Rules: Build Your Team's AI Working Agreement to see the price for each length and book it. You can pay with session credits, by card or by invoice, and choose a date at least 14 days ahead, or set it later.
Who leads the session?
A vetted Workbliss expert, briefed on your people, culture and goals before the session. After you book, we send you profiles of the experts available for your date within 3 working days, so you can choose who leads it.
Can it be tailored to our company?
Yes. Every session is shaped around your goals, your people and the benefits you already offer, and delivered by experts in your people’s languages.