Exercises based on work you actually do, like drafting a survey for a concept test or a discussion guide for a focus group.
Hands-on experience with the generative AI tools you use: Claude, ChatGPT, Copilot, or Gemini.
Class discussion with other students.
A follow-up reference guide you can use after class so you don't have to remember everything we cover.
Learn how to set up prompts that get you good results - and then how to make the results even better.
Learn what each of these tools are within Claude and ChatGPT and when to use each.
Walk through ways to prompt AI to avoid the sycophantic, "What a great idea!" responses. Turn the AI into a tool that pushes on your thinking.
A realistic look at AI's capabilities, privacy best practices, and why everyone talks about the price of tokens.
Learn what each of these are within Claude and ChatGPT and when to use each.
LLMs used to have troubles counting, but they are more sophisticated now and most will call on relevant Python scripts to analyze data. Learn use cases for quant research and realistic limits to what they can do now.
Turn your AI into a more efficient tool, and turn those repeated prompts into time-saving automations. Learn the difference between a "skill" and an "agent," and build one of each.
Claude and ChatGPT both have the ability to use projects. Learn what they are, how to use them to support brand-side projects or agency-side client work. Learn what files to add, which to leave behind, and how these projects can save you time.
What plans allow you to put what data into the AI? What data should you never put into an AI? What settings should you have in place? Review some best practices no matter what subscription you have!
Learn how to evaluate your own routines and what to consider when deciding what to automate. Work through often-overlooked considerations that impact complexity.
What can AI actually do, what are the key model differences, and where are teams overestimating or underusing it?
Learn for yourselves how to use tools like Claude Code or Codex to create agents, how to prompt tools better, and get a better understanding of how much time it actually takes to build automations.
Explore best practices for setting acceptable use rules for AI, and review privacy and security policies that apply to different subscription licenses to help determine which tier you should buy for your organization.
Map the steps your teams use to develop studies and reports to identify where AI can realistically make a difference.
Who should be involved, what steps should you take, and what will your next 90 days look like to align your team on tools, governance, and adoption?