AI WORKFLOW TRANSFORMATION
Turn AI From an Idea Into a Working Plan for Your Team
Real tools. Real workflows. A real plan, not theory. Your team leaves with documented implementation plans they can start using this week.
LED BY FRANK BERGDOLL
Masters
LEARNING & TECHNOLOGY
CCAI
CISCO ACADEMY INSTRUCTOR
MCT
MICROSOFT CERTIFIED TRAINER
MCE
MICROSOFT CERTIFIED EDUCATOR
WHY THIS PROGRAM EXISTS
Most AI training stops at inspiration.
Teams leave workshops excited but without a concrete plan, and momentum fades within weeks. AI Workflow Transformation is built to end in a plan your team can execute immediately, not just a slide deck.
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We keep doing AI training, but nothing changes day-to-day.
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Everyone’s excited after the workshop, then it fades in a week.
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We don’t know which AI tools are actually worth adopting.
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We need a plan, not just another slide deck.
WHO THIS PROGRAM IS FOR
Built for teams ready to move past theory
Identify where AI can remove friction from day-to-day operations.
Bring a concrete plan back to your team, not just talking points.
Get hands-on with the tools your team will actually use.
Map AI directly onto the workflows you already own.
Align on priorities across departments in a single session.
LEARNING & OUTCOMES
What participants learn and the outcomes it drives
In a single focused session, participants build practical AI workflow skills that translate directly into concrete, implementable results.
Participants Learn How To
Identify high-value workflows AI can improve right now
Evaluate and select the right AI tools for each workflow
Document a clear, executable implementation plan
Avoid common pitfalls when rolling out AI changes
Measure whether a workflow change is actually working
Expected Outcomes
◆3 to 5 documented workflow implementation plans
◆Clear criteria for evaluating AI tools going forward
◆A team aligned on where AI delivers real value
◆Reduced risk of stalled or abandoned AI initiatives
◆Momentum to start implementing this week
PROGRAM STRUCTURE
A typical workshop day
PART 1
Kickoff & Landscape
Where AI fits into your workflows today · Setting the day’s goals · Framing the opportunity
Identify 3–5 high-value opportunities as a team · Map current-state workflows
Match the right AI tools to each workflow · Hands-on evaluation criteria
PART 4
Implementation Planning
Build documented, executable plans · Assign owners and next steps
THE APPROACH
Facilitated, not just presented.
“Every session is designed and delivered by Frank Bergdoll. When you work with Summit Tech Academy, you work directly with the expert you hired.”
Frank brings more than 25 years of experience in education and organizational learning to every session. This workshop is built around your team’s actual workflows, not a generic slide deck, with no subcontracted facilitators at any point.
DELIVERY OPTIONS
Flexible delivery, built around your team
Full-Day Session (6–7 hrs)
In-Person Preferred
Up to 15 Participants
Starting from $6,000
What’s Included
✓A full day of live, on-site or virtual facilitation with Frank
✓Hands-on workflow mapping exercises built around your team’s actual work
✓3 to 5 documented implementation plans your team can start using immediately
✓A framework for evaluating and selecting AI tools going forward
✓A written follow-up summary of priorities and next steps
Ideal for teams who want hands-on, face-to-face facilitation at your location.
A fully remote option for distributed teams and multi-location groups.
Sessions can be scoped for a single team, a department, or a cross-functional group.
FREQUENTLY ASKED QUESTIONS
Common questions
Do we need technical staff in the room?
No. This workshop is built for the people who own the workflows, not for IT staff, and is adjusted to your team’s starting point.
What if we don’t have AI tools in place yet?
That’s fine. Part of the day is matching the right tools to your workflows, so you can leave with a plan even if you’re starting from zero.
Can this be delivered virtually?
In-person is preferred for the hands-on mapping work, but virtual delivery is available if needed.
What happens after the workshop?
You leave with 3 to 5 documented implementation plans your team can start executing right away.
Can this workshop be customized for our team?
Yes. Frank is happy to customize the agenda, exercises, and examples to your industry, tools, and workflows — just mention it when you schedule your discovery meeting.
GET STARTED
Ready to turn AI into a working plan, not just a workshop?
Schedule a discovery meeting to talk through your team, your workflows, and what a custom AI Workflow Transformation day could look like.
Schedule a Discovery Meeting
