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AI agent for change managers

Change Training Session Planning Agent

Every affected person trained before go-live

PlanningManagement
See how it worksGet access
Change Training Session Planning Agent: what goes in, what the agent does and what you get

What it does

Training must reach every affected person close to go-live, or people forget it or never get it at all. Six weeks before go-live, this agent reads the change impact assessment and lists who needs which training. It plans sessions by group, location and shift, keeping class sizes and trainer availability in mind, and aims to deliver training within three weeks of go-live. The change manager approves the plan. The agent then sends invites and tracks attendance. Before go-live, it checks completion for each group against the target. If a group is short, it adds sessions or a recorded option, reminds managers, and checks again. Any extra sessions need the change manager's approval. Its output is a training completion report by group. Edge case: night shift staff get sessions during their own hours instead of being asked to come in during the day.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueNo 1 STARTS WHEN Six weeks before go-live 2 DOES List training needs by group 3 USES A TOOL Plan sessions around shifts and trainers 4 YOU APPROVE Change manager approves the plan 5 USES A TOOL Send invites and track attendance 6 CHECKS THE RESULT Is each group at the completion target beforego-live? If not: add sessions or a recording and remind managers.Back to step 5. 7 RESULT Training completion report
Read the steps as a list
  1. Six weeks before go-live
  2. List training needs by group
  3. Plan sessions around shifts and trainers
  4. Change manager approves the planThe agent waits here for your OK.
  5. Send invites and track attendance
  6. Is each group at the completion target before go-live?If not: add sessions or a recording and remind managers. Back to step 5.
  7. Training completion report

How it decides

It plans sessions by need and capacity and adds sessions when completion falls short.

  • Train within 3 weeks of go-live
  • Night shifts in their hours
  • 90% completion per group

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Completion target
  • Class size
  • Timing window

What keeps you in control

It always asks you first

  • Plan
  • Extra sessions

Hard limits

  • Never changes shifts

It stops when

  • Done: targets met
  • Stop: go-live moved; replan

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA new ordering system was due to go live on September 22 with 280 people to train. One week before, the coverage check showed the night shift at 62 percent against a 90 percent target. The agent looked at session times and found all sessions ran during the day. It drafted two 2 am sessions and a recorded walkthrough. The change manager approved them, and night shift coverage reached 93 percent.

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