Concierge
Instruction Set™
Written Instructions for Continued Use with AI
The AI Pairing Table focuses on one task. The expanded Concierge Instruction Set™ extends preparation across the broader project when additional support is desired.
Beyond the
Table
Volume I
Observation & Findings
Review of the selected project.
Public-facing materials, project structure, and areas requiring additional preparation before AI use.
Volume II
Translation
Project information is organized and translated into structured instructions aligned to the selected objective.
Volume III
Interactive Tech Addendum
Prepared resources, templates, and interactive materials designed for continued use within ChatGPT or Claude.
The Work Behind the Work
Whether you're creating a parent resource, client skill building, onboarding program, workshop, or support materials, the work typically falls into three areas.
Planning
Identify the problem, Clarify goals, Define success, Assess current skill levels, Identify learning needs, Identify risks and constraints etc.
What is happening right now?
Building
Attention and engagement, Skill development, Guided practice, Feedback, etc.
What needs to happen next?
Refining
Milestones, Progress reviews, Readiness checks, Performance measures, etc
What could affect success?
Projects Brought to the Table
Workshops & Parent Programs
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Facilitator Guides
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Participant Materials
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Activities
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Worksheets
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Resource Guides
Retreats & Summer Programs
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Agendas
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Learning Sequences
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Reflection Activities
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Resource Packets
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Implementation Exercises
Resources & Interactive Tools
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Resource Libraries
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Assessments/Surveys/Evaluations
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Planning Tools
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Guided Experiences (Skill Building)
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Recommendation Tools
Prepared for the
Work Ahead
Prepared for the work ahead.
Each Concierge Instruction Set™ is organized around a specific task and the materials needed to support it. Depending on the scope, the resulting outcome may include planning resources, client-facing materials, reusable workflows, learning tools, or interactive AI experiences.
Scheduling & Reservations
Each working session is centered on one selected task.
Prepared in advance.
Reviewed together during a scheduled lunch.
The Concierge Instruction Set™ is a written instructional document that distributes educational materials, namely, delivery by non-electronic means of written instructions recorded on computer media for others on how to complete a task using artificial intelligence, utilizing information about business workflows, internal role training, and organizational processes. It does not provide software, system integration, or automation tools.