AI Training Sessions for School Back-Office Teams
Practical, non technical trainings that helps your back office team use AI with confidence, reducing workload, improving efficiency and supporting everyday admin, finance and operations tasks.
Sessions designed to support every level, from first steps through to leadership and strategy.
Training sessions built to support:
Workload reduction
Practical use of AI for emails, reports, finance tasks and admin, saving time and reducing repetitive work.
Safe use
Built around data protection, governance and responsible use, giving leaders confidence that AI is being used properly across the school.
Consistency
Clear approaches to drafting, processes and communication so outputs are more structured, accurate and aligned across teams.
Find the right session for your school
What we cover
• What AI is and what it isn’t (cutting through the jargon)
• Why AI is not a replacement for your judgement or expertise
• Real use cases from school admin and finance teams
• Data protection, GDPR and safeguarding: what you need to know before you start
• The risks, limitations and how to stay in control
• Live demos to show what’s genuinely possible
What we cover
• How LLMs work and how to get the best out of them
• Comparing tools: ChatGPT, • Copilot, Claude and Gemini – which suits your needs
• A clear prompting framework you can apply immediately
• Prompting examples built around school admin and finance tasks
• How to build reusable prompt templates for consistency across your team
• Common prompting mistakes and how to avoid them
What we cover
• Moving beyond Copilot as a chatbot: unlocking its real capabilities
• Copilot across Microsoft 365: Word, Excel, Outlook, Teams and more
• Building custom workflows within Copilot for your team’s most common tasks
• Data analysis and reporting in Excel using Copilot
• Hands-on practice with tasks drawn from real school back-office scenarios
What we cover
• Unlocking the full potential of Copilot across Microsoft 365, including Word, Excel, Outlook, Teams and more
• Building practical confidence through hands on exercises based on real school back office scenarios
• Learning how to analyse data and create reports more efficiently in Excel using Copilot
• Exploring templates, examples and approaches that you can adapt and build on in your own setting
• Built a complete custom workflow during the session
What we cover
• A tour of the GPT store and what’s available
• Step-by-step: building your first custom GPT
• Live demonstration: building a back-office agent from scratch
• Conversational GPT building, making it easy to refine and improve
• Practical examples: data analysis, parent comms, spreadsheet automation
• Governance considerations: keeping custom agents safe and compliant
What we cover
• Understanding the AI landscape: what your teams are already doing (and the risks if left ungoverned)
• Building a clear AI strategy for your school or Trust back office
• Policy development: creating governance frameworks that enable, not block
• Safe use across teams: data protection, GDPR, safeguarding and accountability
• Designing and leading your own AI adoption strategy
• Hands-on work with your tools of choice to support your strategy
• Measuring impact: knowing what’s working and how to scale it
Need something different?
We also offer tailored training sessions!
If your back office staff has a specific training need that you haven’t found in our range of courses, speak to our team.
We offer tailored training sessions focused on schools specific needs. We are sure we will find the right training for you.
Report
AI in school back-offices:
the quiet reality
Download our free report to understand how AI is being used across UK school back office functions, and see how your school compares in terms of usage, confidence and concerns.
Contact us
Our team will explain how our training courses work, what you will learn, and how they can be applied in your setting.
We know schools are busy, so we keep it quick and focused.
