Individual efficiencyTheme 1 · AI Efficiency & Daily Workflows
Before a team automates anything, every person in it has to know how to work with the machine. Theme 1 turns each participant into an augmented professional: no theory, no code, and every exercise run on the tasks they were meant to do that week.
9modules, three themes
3h20one sitting, one module
10-12participants, your site
2-3artefacts kept, per module
Who this theme is for
Book it if
- Your team already uses AI tools and the output is inconsistent
- Someone has to sign the result, so the method has to survive review
- You want one process measurably better inside a quarter
Skip it if
- You need a platform decision, a vendor shortlist or a licence negotiation
- The gap is headcount, not method
- The room expects a motivational talk about AI
1.1 · Functional AI & Advanced Prompting
Universal audience
What the room learns
- Structure any request with RCTC: role, context, task, constraints
- Build three reusable mega-prompts on your own real tasks
- Contain hallucinations instead of hoping for better output
- Keep banking confidentiality rules inside the workflow
How the session runs
- 1Calibration on what the model is actually good at
- 2Live prompt refactoring, on screen, on your wording
- 3Iterate until the output is a deliverable, not a draft
- 4Build your own mega-prompt
- 5Shared library debrief
What you leave with- Personal prompt library
- Confidentiality checklist
- Quality-assessment grid
1.2 · AI-Driven Research & Complex Document Synthesis
Analysts, legal, audit, relationship managers
What the room learns
- Take a report over 100 pages and extract its decision structure
- Produce a reliable executive brief in 20 minutes
- Run a verification loop that is traceable to the source
- Transpose the method to the documents on your desk
How the session runs
- 1What a decision-reader actually needs from a long document
- 2Live demonstration on a 100-page report
- 3Workshop on your own documents
- 4Cross-verification between participants
- 5Transposition to daily tasks
What you leave with- Five-step synthesis workflow
- Executive-brief template
- Anti-hallucination protocol
1.3 · Personal Productivity & Multi-Modal Co-Working
Universal audience
What the room learns
- Automate minutes, emails and summaries
- Build a first custom assistant, Custom GPT or Copilot
- Combine voice, image and text in one flow
- Decide what stays manual, and say why
How the session runs
- 1Mapping the week as it really goes
- 2A meeting turned into actionable minutes, live
- 3Assistant-building workshop
- 4Multi-modal flows
- 5Three commitments for Monday
What you leave with- A working custom assistant
- Top-five automation priority list
What this theme becomes on your desk
The syllabus of these three modules comes from the catalogue and does not move. What moves is what the room works on: your incident log, your 100-page report, your dashboard, chosen with you on the 30-minute call. No client is named.
A corporate finance desk that rebuilds the same memo every deal
Modules 1.1 and 1.2. The room takes one closed deal and a 100-page data pack. What comes out is a synthesis workflow, a brief template and three mega-prompts written in the desk's own wording.
A client onboarding file that takes weeks to assemble
Modules 1.2 and 2.2. The chase becomes a documented pass: extraction workflow, checklist of what is missing, triage rule for the next file that lands.
Booking this theme
Option AStandalone Workshop
The 3h20 workshop, interactive, 10 to 12 participants, on site, with use cases from your sector. Nothing to prepare beforehand.
Option BRapid Assessment + Customised Workshop
Two or three days with your processes first, then the workshop with every exercise built on your own documents and workflows.
Option CCustomised Workshop + Video LMS
Everything in option B, plus a 3 to 5 minute micro-learning capsule delivered into your LMS, so the method is still there when the next joiner arrives.
Every module is quoted on request. One 30-minute call, then a written number the same day, with the date held. Larger cohorts, multi-module programmes and Singapore deliveries included.
The person in the room
Every module was designed and delivered by David Daoud, the person who will stand in your room.
22 years before AI training
Transformation and change programmes in tier-1 investment banking across Asia Pacific: HSBC, Société Générale, BNP Paribas, Crédit Agricole.
The HSBC mandate
One of the first AI ambassadors appointed for the region. Helped build the upskilling programme behind it, aligning more than 10,000 staff across 10 regulatory jurisdictions.
How a module ends
With an artefact your participants built in the room, on your own documents. Not a certificate, and not slides.
Most recent session
Instructor-led AI training for banking teams in Hong Kong, delivered in June 2026 at a French corporate and investment bank.
Next step
One 30-minute call is enough to say which module fits your room, and whether you need the assessment first. Past sessions are on the YouTube channel if you would rather judge the teaching before you book anything.