Module 3 of 4Lesson 2 of 6~10 min
The five-step method, end to end
Using AI on a whim gives uneven results. This lesson presents a five-step method, from scoping to rollout, and shows how each step builds on the AI Fluency 4D framework. You then walk through it on a concrete case to make it your own before applying it to your business.
Lesson objective
By the end of this lesson, you will be able to run the five steps of the method (frame, choose the tool, describe, check and iterate, capture and deploy) on a given case, and link each step to a competency of the 4D framework.
Topics covered
- AI method
- AI Fluency
- 4D framework
- AI workflow
Where it fits
The five-step method
How do I get from a real need to a useful deliverable, in a way I can repeat?
Lessons in this module
What you will learn in the course
This lesson is part of the course Put AI to work in your business
- Explain, on a concrete case, why an AI assistant makes things up, forgets or misses recent information, and decide how to use it accordingly.
- Sort data before giving it to an AI tool (allowed, anonymize first, forbidden) and configure the tool to match.
- Choose which tasks to hand to AI and how to work with it (automate, assist, delegate) based on value, risk and the data involved.
- Write a complete request (task, context, examples, format, constraints) and improve it over at least two documented iterations.
- Pick the right tool for a deliverable and justify the choice on data, cost, licensing and integration.
- Check AI output against an explicit checklist (facts, figures, sources, tone, compliance) before using it.
- Turn a successful use into a reusable workflow with human checkpoints, and set the team's rules of use in an AI policy.
Related courses
- Understand what LLMs do well, and where they failAll levels · ~2 hr
- Choosing and using AI tools at workAll levels · ~1 hr 40 min
- Prompting for product managers: delegate, describe, verifyJunior · ~2 hr 45 min