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Jay Moore

Case study

AI Adoption for Small Business Teams

Evaluation designed · Level 3

Articulate Rise · 4 modules · ~26 min seat time · Self-initiated

A short course that takes an operations team from one failed ChatGPT attempt to a saved, repeatable AI workflow. Designed around the real reason adoption stalls: workflow ignorance, not tool ignorance.

View the live course

Problem

Everyone tried AI once. Almost nobody tried twice.

Small teams do not lack access to AI. They lack a second attempt. The pattern I kept seeing in my consulting work: someone opens ChatGPT, types a one-line request, gets a generic answer, and concludes the tool is overhyped. That first failure becomes the permanent verdict.

The barrier is not tool ignorance. It is workflow ignorance. Nobody showed them which tasks suit AI, how to brief it, or how to catch its failures. That is a training problem, and it is the one this course solves.


Business context

The sponsor is the owner, and the metric is hours.

At a 5-to-50 person company there is no L&D department. The buyer of training is the owner, and the owner does not care about completion rates. The metric that matters is hours reclaimed on recurring tasks: the invoice follow-ups, the report drafts, the inbox triage that eats billable time.

That is a Kirkpatrick Level 4 outcome, and I stated it up front as the course's reason to exist. Every design decision below traces back to it. This piece is self-initiated, so the sponsor is a design assumption, but it is drawn from real owners I have done AI adoption work for.


Learner analysis

Skeptical, busy, and afraid of looking slow.

I wrote this analysis the way I have written UX research summaries for two decades, from direct exposure to the audience: operations staff at small companies I have consulted for. Mixed tech comfort. Skeptical of hype because they have been sold software before. No time for theory, because every non-billable minute competes with real work. And underneath it, a quiet fear of looking slow next to whoever figures AI out first.

The design consequence comes from adult learning theory: these learners are problem-centered, not subject-centered. So the course never opens with what AI is. Every module anchors to a task the learner did this week.


Objectives

Four objectives, each one measurable.

By the end of the course, the learner can:

  • Analyzetheir weekly tasks to select three suitable for AI assistance, using the repetitive, rules-based, text-heavy screen.
  • Writea prompt using the role-context-task format that produces usable output on the first try.
  • EvaluateAI output for the two failure modes: confident-wrong and generic.
  • Buildone repeatable AI-assisted workflow for a recurring task.

The verbs are deliberate Bloom's choices, and they climb: analyze, apply, evaluate, create. Each objective maps to exactly one module and one line of the final assessment rubric, so nothing is taught that is not measured and nothing is measured that is not taught.


Design decisions

One pattern, four modules, problem first.

The biggest call was restraint. There are dozens of prompt frameworks; I teach exactly one, role-context-task. Working memory is the constraint: a learner who meets six patterns remembers none. One pattern practiced three ways beats six patterns mentioned once.

Four modules, not eight, ordered problem-first. The course opens with the failure the learner has already lived, then reframes AI as an intern that needs a proper brief, not an oracle. Assessment is scenario-based throughout: the knowledge check asks the learner to flag a confident-wrong AI answer, because that judgment is the actual job skill.

01

Why your first try failed

Reframes AI as an intern, not an oracle. Ends with the three-part task screen and a self-audit of the learner's own week.

6 min
02

The prompt pattern

One format: role, context, task. Interactive rebuild of a bad prompt into a good one.

7 min
03

Spot the failure

Scenario: two AI outputs, the learner flags the confident-wrong one. Knowledge check lives here.

5 min
04

Your first workflow

Guided worksheet. The learner picks a task from module 1, drafts the prompt, and saves it as a template they keep.

8 min


Constraints

No LMS, no training culture, no patience for theory.

Small companies have no LMS, no training calendar, and often a flat suspicion of anything that smells like another software course. The owner is skeptical, and every minute of seat time competes directly with billable work.

Those constraints shaped the course more than any framework did. Twenty-six minutes instead of two hours. A share link instead of an LMS deployment. And a deliverable the learner keeps, a saved workflow template, so the course leaves an artifact in the learner's actual work instead of a certificate in an inbox.


Build

Articulate Rise, chosen on purpose.

Rise fits this audience: responsive by default, so it works on the phone in a truck or the laptop at the front desk. Clean typography that does not read as corporate compliance training. Fast iteration, which let me prototype, review, and revise the way I would any product. Blocks like scenario and drag-and-drop interactions cover the two activities the design needed.

The live course is public. I would rather a hiring manager click through the real thing than read my description of it.


Evaluation

Designed at Level 3. Honest about what is measured.

Most course evaluations stop at whether people liked it. This one is designed so behavior change is checkable, and the table below is honest about the difference between built, planned, and hypothesized.

Level 1 · Reaction

Built into the course

A before-and-after confidence pulse instead of a star rating. It measures the shift the course exists to create, not whether people enjoyed it.

Level 2 · Learning

Built into the course

Scenario-based knowledge check in module 3. The learner judges real AI output, the same act the job requires, not trivia recall.

Level 3 · Behavior

Designed, not yet measured

A two-week follow-up asks one question: is the workflow template from module 4 still in use? The course is built so this is checkable. No cohort has run it yet, so I say designed, not proven.

Level 4 · Results

Hypothesized

Hours reclaimed per week on the automated task. Stated as the sponsor's metric from the start, honest that it is a hypothesis until a real team runs the follow-up.



Outcome

What exists today, and what I would measure at 90 days.

What exists: a complete, public, 26-minute course with four modules, a scenario-based knowledge check, and a performance assessment whose rubric maps one-to-one to the objectives. Built solo, from analysis to shipped course.

What I would measure with a real cohort: template use at two weeks, hours saved on the chosen task at 90 days, and which module learners revisit, because that reveals where the course carries its weight. No numbers are claimed here because none have been measured. When they are, this page will say so.

View the live course