30-day AI training plan tracker
Replace everything in [square brackets].
What's in the workbook
Four sheets after the read me: the plan, the team’s progress, the firm tasks, and the week-four review.
| Sheet | What it does |
|---|---|
| Read me | What the workbook is for, how to use it, and where it came from. |
| Plan | The 30-day plan from the playbook, one row per stage, with an owner, a due date and a status for each. |
| Team progress | One row per person: their status each week, whether they have confirmed the policy, how many of the firm tasks they ran last week, and their % complete. |
| Firm tasks | The three firm tasks from week two and the role tasks from week three: who owns each prompt, where it is saved and whether it has been tested on live work. |
| Week 4 review | The numbers for the week-four review, and the decisions it should end with. |
Shaded cells are yours to fill in. Everything else calculates from them. Nothing is filled in for you: no benchmark, rate, salary or fee is typed in as a default, so every result is built from your own numbers.
Sheet 1: Plan
The 30-day plan from the playbook, one row per stage, with an owner, a due date and a status for each.
| Days | Focus | Session | Homework | Done when |
|---|---|---|---|---|
| Before day 1 | Policy, seats, champions | Owner and champions, 60 min | Champions try the tool on internal work | Policy signed, seats live |
| Days 1 to 7 | Safe use and the policy | Whole team, 45 min | One safe internal task in the firm account | Everyone confirmed the policy in writing |
| Days 8 to 14 | Three firm tasks | Whole team, 30 min | Run all three tasks on live jobs | Three tested prompts saved and shared |
| Days 15 to 21 | Role tracks and review | Per role, 30 min each | One role task; reviewers check AI work against source | Each role has an added task |
| Days 22 to 30 | Measure, fix, decide | Whole team, 30 min | Tell the champion what you tried that failed | Usage numbers, near misses, policy revised |
| Every week | Champion desk time | Champion, 60 min open | Bring one stuck task | Questions logged and added to the FAQ |
| Column | Type | What it is |
|---|---|---|
| Days | Set for you | When it happens. |
| Focus | Set for you | What the stage is about. |
| Session | Set for you | Who meets, and for how long. |
| Homework | Set for you | What everyone does before the next stage. |
| Done when | Set for you | How you know the stage is finished. |
| Owner | You fill in | One named person per stage. |
| Due date | You fill in | When the stage should be done. |
| Status | Pick from a list: Not started, In progress, Done | Where the stage is up to. |
- Bottom rows (Stages done): totals and averages across the rows you have filled in.
Sheet 2: Team progress
One row per person: their status each week, whether they have confirmed the policy, how many of the firm tasks they ran last week, and their % complete.
| Column | Type | What it is |
|---|---|---|
| Person | You fill in | Everyone in the first cohort. |
| Role | You fill in | Bookkeeper, accountant, admin, partner. |
| Champion? | Pick from a list: Yes, No | Mark your one or two champions. |
| Week 1: safe use and policy | Pick from a list: Not started, In progress, Done | The 45-minute session and one safe task. |
| Week 2: three firm tasks | Pick from a list: Not started, In progress, Done | All three tested prompts run on live jobs. |
| Week 3: role track | Pick from a list: Not started, In progress, Done | The role session and one role task. |
| Week 4: measure and review | Pick from a list: Not started, In progress, Done | The review session, and what failed reported. |
| Policy confirmed in writing? | Pick from a list: Yes, No | Signed or acknowledged the AI policy. |
| Firm tasks run last week (0 to 3) | You fill in | How many of the three firm tasks they ran on live work. |
| % complete | Calculated | Weeks marked Done / 4. |
| Notes | You fill in | Anything stuck. |
- % complete: Weeks marked Done / 4.
- Bottom rows (Team): totals and averages across the rows you have filled in.
Sheet 3: Firm tasks
The three firm tasks from week two and the role tasks from week three: who owns each prompt, where it is saved and whether it has been tested on live work.
| Column | Type | What it is |
|---|---|---|
| Task | You fill in | A job the firm does every week. |
| Kind | Pick from a list: Firm task, Role task | Firm tasks are for everyone; role tasks for one role. |
| Role | You fill in | For role tasks: which role. |
| Prompt owner | You fill in | The champion who wrote and tested it. |
| Where the prompt is saved | You fill in | The shared project, saved instruction or skill. |
| Tested on live work? | Pick from a list: Yes, No | Run on a real job, not a made-up one. |
| Status | Pick from a list: Not started, In progress, Done | Where it is up to. |
Sheet 4: Week 4 review
The numbers for the week-four review, and the decisions it should end with.
| Line | Type | How it works |
|---|---|---|
| Seats issued | You fill in | Business-plan seats the firm set up. |
| Seats active in the past week | You fill in | From your tool's admin view. Check what yours shows rather than assuming. |
| Share of seats in use | Calculated | Active seats / seats issued. |
| Firm tasks run last week, whole team | Calculated | From Team progress. |
| Team % complete | Calculated | Average of everyone’s % complete. |
| Near misses reported this month | You fill in | A near miss reported is a good sign: people trust the rule. |
| Task that saved the most time | You fill in | Keep it. |
| Task to retire | You fill in | Replace it with one new one. |
| Policy gap found | You fill in | Update the policy before the next cohort. |
| Next cohort | You fill in | The decision the month ends with. |
- Share of seats in use: Active seats / seats issued.
- Firm tasks run last week, whole team: From Team progress.
- Team % complete: Average of everyone’s % complete.
Before you rely on it
If the month lands in a busy season, stretch the plan to six weeks rather than skip the safe-use week. The tracker works the same either way: the statuses matter, not the dates.
This workbook is a starting point, not financial, tax, employment or legal advice. It only knows the numbers you give it, so check them against your own records and take advice on anything you are unsure of.