AI Training Programme
AI training for operational leadership and school back-office teams.
A progressive, five-module training journey designed around the real challenges facing school and MAT back-office professionals. Building confidence, capability and responsible AI use.
Designed around what teams need
Built from our 2026 research into UK school back-office teams.
While most staff are already experimenting with AI, the research uncovered clear barriers to safe, confident adoption. These modules are built to meet those needs directly.
47%
cite lack of knowledge as their primary barrier to AI adoption
57%
are concerned about data protection and GDPR
73%
are self-teaching AI with no formal training or guidance
Each module addresses specific pain points identified in the research, progressing from foundational confidence through to strategic leadership. Sessions use real school admin and finance examples, include hands-on activities, and end with practical takeaways your team can use immediately.
The five modules
A progressive journey. Not one big course.
Modules can be delivered individually or as a complete programme, in the order that fits your team's current needs and confidence level.
Module 1
AI Back-Office Foundations
Confidence + Safety
Report finding
47% of staff cite lack of knowledge as their main barrier. Many describe their attitude as 'cautiously positive' but feel hesitant without guidance.
The problem this solves. The starting point for the 47% who want to use AI but don't know where to begin, and for the 57% worried about using it safely.
Whether you're in admin, finance, or an SBM role, this hour will give you the confidence to take your first steps.
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 you'll take away
- Confidence to start using AI in your role
- A foundational understanding of generative AI
- An AI guide with ready-to-use templates
- Clarity on how to use AI safely within your school's context
Module 2
Personal Productivity for Back-Office Teams
Quick Wins
Report finding
55% of staff already use AI for drafting emails. Most are self-taught and working at a basic level — missing the structured prompting skills that unlock real time savings.
The problem this solves. Time is the number one pressure on school back-office teams.
This session moves you from basic AI use to confident, structured prompting — the skill that turns AI from a novelty into a genuine time-saver you'll use every week.
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 you'll take away
- The ability to write well-structured, effective prompts
- A library of prompting templates to reference, use or build on
- Confidence to create your own prompts for your specific workflows
- A clear understanding of which AI tools suit different tasks
Module 3
Getting the Most Out of Copilot
From Basic to Brilliant
Essentials
2 hours · £465
Admin, finance & operations staff
Deep Dive
Half day · £850
Teams ready to build workflows
Report finding
Many schools already have Copilot through Microsoft 365 but staff are using it at a surface level — basic chat only. The 48% planning to use AI for data analysis and 33% for process automation need to know how to unlock these capabilities in tools they already have.
The problem this solves. Most schools already pay for Copilot as part of their Microsoft 365 licence — but the majority of back-office staff are barely scratching the surface.
This session closes that gap.
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
- Deep Dive: building a complete custom workflow during the session
What you'll take away
- Practical confidence in Copilot across the Microsoft 365 suite
- Templates and examples to use and build on
- A custom workflow built during the session (Deep Dive)
- A clear picture of what's possible — and how to get there
Module 4
Building Your Own AI Productivity Agent
Supercharging Your AI Use
Report finding
Most current AI use remains basic — treated like an enhanced search engine rather than a tool capable of reshaping workflows. Only a small proportion are actively experimenting and optimising.
The problem this solves. This is where AI stops saving you minutes and starts saving you hours.
Custom AI agents can handle repetitive tasks — stitching spreadsheets together, drafting parent communications, analysing data — so your team's time goes where it matters most. No technical background required.
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 you'll take away
- A working custom GPT built during the session
- The knowledge to build and iterate your own agents going forward
- Reference guides and examples to build on
- Ideas for where AI agents can have the biggest impact in your role
Module 5
AI Leadership & Sustainability
Leading Responsibly
Report finding
Only 10% of teams have a clear AI implementation plan. 35% have no plans at all. Without leadership direction, informal experimentation continues without the governance needed to keep it safe and consistent.
The problem this solves. Staff across your school or Trust are already using AI — often without any shared standards, policies or oversight.
This full-day session is for the leaders who need to get ahead of that — turning informal experimentation into a strategic, structured programme that's safe, consistent and built to last.
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 programme
- Hands-on work with your tools of choice to support your strategy
- Measuring impact: knowing what's working and how to scale it
What you'll take away
- A strategic AI plan tailored to your school or Trust
- A governance and policy framework ready to implement
- The confidence to lead your team through their AI journey
- A phased adoption roadmap with clear next steps
- Awareness of the risks and how to manage them effectively
How the modules work together
At-a-glance programme.
Mix and match, or run the full five-module journey end-to-end.
| # | Module | Duration | Price |
|---|---|---|---|
| 1 | AI Back-Office Foundations | 1 hour | £350 |
| 2 | Personal Productivity & Prompting | 2 hours | £465 |
| 3 | Getting the Most Out of Copilot | 2 hr / Half day | £465 – £850 |
| 4 | Building Your Own AI Agent | Full day | £1,500 |
| 5 | AI Leadership & Sustainability | Full day | £2,500 |
Sessions can be tailored to the specific needs of your school or MAT. Send an enquiry below, call 02380 016 563 or email sales@tucasi.com.
Ready to build AI confidence across your team?
Tell us where your team is today and we'll recommend the right starting module — or design a full programme for your school or trust.
Send an enquiry
Tell us about your team.
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