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Intermediate

Build on it · Class 07

AI for Small Business & Nonprofits

Score where AI pays off in your organization, draft an update with zero invented numbers, and leave with a one-page AI policy your team can live with.

One 2-hour session Up to 10 people Live · online or in person
Level
Intermediate
Length
2 hours, one session
Price
$99
Format
Live, up to 10 people, online or in person
Before class
About 15 min of prep
Tracks
Business, Nonprofit
Ask for this class Not sure? Take the assessment

Scheduled once 10 people ask for it. The date and format are confirmed before anyone pays.

Course overview

This class is for the people who run things: owners, executive directors, and the one person who handles marketing, operations, and the volunteer schedule. In two hours we list the work your organization repeats, score it so you know where AI is worth trying first, and do one real piece of that work: an update written from messy notes that never makes up a number. Then we write the one-page AI policy that lets your team use these tools without anyone guessing what's allowed. You can work on your own organization or on one of our two fictional ones, a bakery and a food pantry.

Before you start: Class 01 or 02, or comfortable writing a detailed request to ChatGPT or Claude and asking it to try again when the answer misses.

How the two hours run

  1. 8min

    Welcome and pick your organization

  2. 12min

    Where AI fits, and the paragraph it made up

  3. 25min

    The Opportunity Map: score your recurring work

  4. 10min

    Your facts, or [NEED]

  5. 8min

    Break

  6. 25min

    An update with no invented numbers

  7. 22min

    Your one-page AI policy

  8. 10min

    Your first three, and close

Good to know

  • Every exercise comes in two versions, a fictional bakery and a fictional food pantry, so you can do the whole class without sharing anything about your own organization. If you do use your own, you'll work only with material you'd be comfortable posting publicly.
  • AI tools will invent a founding year, a 'thousands served' figure, or a discount if you let them. The habit this class builds is simple: a one-page fact sheet is the only source of numbers, and anything not on it gets marked [NEED] instead of guessed.
  • Free accounts cap how many messages you can send. Have a second tool signed in as a backup. Nothing in this class needs a paid plan.

Who this is for

  • A bakery, shop, or service business owner who answers the same customer questions every day and never gets to the newsletter
  • A nonprofit executive director who writes the board update, the donor thank-yous, and the grant narrative herself
  • A volunteer coordinator who spends Thursday nights texting people to fill Saturday shifts
  • The marketing-and-operations team of one at a small organization
  • A church, club, or community group leader who wants a simple rule for how the team uses AI

What you’ll learn

  • List your organization's recurring work and score each task by value and effort to pick your first three AI projects
  • Flag the tasks where a wrong AI answer could hurt someone, and decide what the human check is
  • Write a fact sheet so AI drafts only use numbers, prices, and claims you've approved, and mark everything else [NEED]
  • Draft a program update or customer newsletter from raw notes and audit every number back to its source
  • Catch an invented statistic, an unapproved promise, or someone's story used without permission before it goes out
  • Write a one-page AI policy for a small team and test it against five situations that actually happen

What you’ll do in class

  • Score ten recurring processes for a fictional bakery, a fictional food pantry, or your own organization, let AI argue with your scores, and choose the first three to try.
  • Write a donor update or customer newsletter from messy notes, mark every gap instead of filling it, and check each number in the AI's audit against the fact sheet yourself.
  • Draft a one-page AI policy from eight plain questions, then test it against five situations, including a volunteer about to paste the sign-in sheet into ChatGPT.

Try it now · free

A 10-minute taste you can do right now

Paste this into ChatGPT, Claude, Gemini, or Copilot. The pantry is fictional. The test is whether the AI sticks to the facts you gave it.

You're helping a fictional food pantry, Red Oak Community Pantry, write a short update for its volunteers. Use ONLY the facts below. Do not add any number, percentage, or claim about impact that isn't listed. If something would help but isn't in the facts, write [NEED: what's missing] instead of guessing. Under 150 words, warm and plain.

FACTS:
- Saturday distributions in September: 4
- Households served in September: 286
- New volunteers who finished orientation in September: 9
- The walk-in cooler was repaired on September 12, paid for by a local church that asked not to be named
- November drive, 'Fill the Shelves,' runs November 2 to 21
- Most needed: canned chicken or tuna, cereal, size 4 and 5 diapers
- Volunteer orientation: second Tuesday of each month, 6 p.m.

After the update, list every number you used and which fact it came from.

Before you trust the answer, check:

  • Did it add anything like 'over 1,000 meals' or 'hundreds of families' that isn't in the facts?
  • Did it keep the church anonymous, or did it invent a name?
  • Does every number in its list match a fact above exactly?

Before class · about 15 minutes

  • Create a free account on at least one of ChatGPT, Claude, Gemini, or Microsoft Copilot (two is better) and sign in once on the laptop you'll bring.
  • Decide whether you'll work on your own organization or one of ours: Lantern Street Bakery or Red Oak Community Pantry. Either is fine, and you can switch during class.
  • Own organization: write a rough list of 8 to 10 things your organization does over and over (the weekly post, catering quotes, volunteer reminders, the board update). Name the actual task, not the category.
  • Fictional organization: read the one-page fact sheet for your bakery or pantry in the pre-class email (3 minutes). You'll need to know it.
  • Open the shared Opportunity Map spreadsheet link from the pre-class email and make your own copy, so you're not doing it in class.
  • Don't bring customer lists, donor records, client files, or staff information. Everything in class uses public or fictional material.

What you leave with

  • A scored AI Opportunity Map for your organization with your first three projects chosen and a reason for each
  • A fact sheet template (and a finished one for the fictional organization you chose) that you paste into every AI request
  • One update or newsletter draft with a completed number audit, every number traced to its source
  • A one-page AI policy for your team, tested against five real situations, ready to show your co-owner or board chair

Paired labs

Intermediate Follow-on lab · 2 hours · $99

Create an AI Newsletter Workflow

Build the full pipeline for a recurring newsletter — source gathering, drafting, review, and scheduling — with a human approval step before anything sends.

You leave with
A working newsletter workflow with approval.

ClaudeZapierEmail platform
Beginner Follow-on lab · 2 hours · $99

Create a Knowledge Library

Turn scattered documents, notes, and institutional knowledge into a searchable library your AI tools can reason over.

You leave with
A working knowledge library with a query workflow.

Claude ProjectsGoogle Drive or SharePoint

Expected outcomes

  • You can name your organization's three best AI opportunities and explain why they beat the others
  • You can catch an invented number, an unapproved promise, or an unpermitted story in an AI draft before it goes out
  • You can write an update from raw notes where every number traces to a dated, approved source
  • Your team has a one-page written AI policy that covers what goes in, what gets checked, and who approves what goes public

Questions about this class

Is two hours enough?

Enough to decide where AI is worth trying in your organization, to learn the one habit that keeps it honest (facts from an approved sheet, [NEED] for everything else), and to leave with a policy your team can read in three minutes. Marketing campaigns from one brief, replies to hard customer and donor messages, writing SOPs, and building a knowledge library from your documents are follow-on labs that start from the map and fact sheet you build here.

Does it matter whether I run a business or a nonprofit?

No. Every exercise has a bakery version and a food pantry version, and you can switch to your own organization at any point. The method is the same: pick the right work, give AI your facts, and never let it make up a number.

Do I need a paid AI account?

No. Everything in class works with free ChatGPT, Claude, Gemini, or Copilot. Have two signed in so a free message limit doesn't stop you.

Can I bring my organization's real material?

Yes, as long as it's something you'd be comfortable posting publicly: your list of recurring tasks, a newsletter, a web page. Leave out customer, client, donor, and staff details. The policy you write in class will say exactly where that line is for your team.

Tools used

ChatGPT Claude Gemini or Microsoft Copilot Google Sheets or Excel

Skills you build

Opportunity mappingFact-sheet disciplineDonor and customer communicationNumber auditingResponsible AI policy

Top of the ladder

This is the LifeQuest capstone. From here, learners move into ongoing build sessions and community projects.

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Find Your AI Learning Group.

Bring one task you want to make easier. We organize a class when 10 people with similar work needs are interested. See the class details before you decide to enroll.