core offering
Bring AI fluency to your team, on-site, in one day.
NewForum sends senior AI practitioners directly to your offices. We don't lecture — we sit with your team, audit your real workflows, and rebuild them with AI before we leave. Your team walks out using a system, not watching a recording.
what happens
An on-site day designed around your team's actual work.
Every engagement is custom-scoped. The structure below is what a typical day covers — adjusted for your function, team size, and current AI maturity.
01
Workflow audit
Senior practitioners observe your team's current processes and identify the top three to five workflows where AI delivers the highest leverage.
02
Live workflow rebuild
We rebuild those workflows on the spot, with your team in the room. Not abstract examples — your actual brief, your actual data, your actual templates.
03
Custom prompt library
A library of prompts engineered for your domain, your tone, and the specific tools your team already uses. Twenty to forty production-ready prompts.
04
Templates & playbooks
Documented templates for the workflows we rebuilt — briefs, decks, reports, analysis. Ready to use Monday morning, no consultant required.
05
Industry best practices
Senior practitioners share what's working at peer organizations across your industry — without naming names, with full context on what made it work.
06
Governance briefing
A practical framework for what AI use is appropriate, where caution applies, and how to handle sensitive data. No theory — direct guidance for your context.
the day
What an on-site day looks like.
A representative schedule for a single-team engagement. Multi-team and multi-day engagements run multiple parallel tracks.
9:00 AM
Kickoff & workflow audit
Practitioners meet your team, observe current workflows in real time, and identify the highest-leverage rebuild candidates.
10:30 AM
Workflow rebuild — session one
Live, hands-on rebuild of the first selected workflow. Your team uses their actual tools, with practitioners directing the rebuild.
12:30 PM
Working lunch with leadership
Optional executive table — strategic discussion of where AI capability fits into the team's broader roadmap.
2:00 PM
Workflow rebuild — session two
Second workflow rebuild, often a higher-complexity case. Team rotates roles so multiple people get hands-on time.
3:30 PM
Templates & prompts handover
Documented templates and prompt library are turned over to the team in the format they'll actually use — usually a shared workspace.
4:30 PM
Q&A and 30-day action plan
Open Q&A with the team, plus a written 30/60/90-day action plan for adoption and expansion.
deliverables
Tangible outputs your team uses Monday.
Every Custom Programs engagement produces deliverables your team keeps working with — not a binder on a shelf, not a recording in a folder.
Documented workflows for your top three to five use cases — annotated, with tooling notes.
A custom prompt library, typically twenty to forty prompts engineered for your domain and your tools.
A template kit for your team's recurring outputs — briefs, decks, reports, analyses.
An AI governance one-pager — what's appropriate, where caution applies, what to avoid.
A written 30/60/90-day adoption plan with named owners and measurable checkpoints.
A 30-day post-engagement check-in call to assess adoption and reinforce what needs reinforcement.
fit
Built for teams ready to act.
Custom Programs work best when there's commitment from leadership, time set aside for the engagement, and a willingness to rebuild — not just observe.
team size
Functional teams of 8–50.
Best results come from a focused team of eight to fifty. Larger organizations: we run multiple parallel sessions across teams or functions.
function focus
Marketing, Finance, Operations, HR, Executive, Administration.
Custom Programs are scoped around your function. Niche or hybrid roles get a custom-blended curriculum.
ai maturity
Any starting point.
Whether your team has never used AI or has been experimenting for a year — both are fine starting points. We adjust the day to where you actually are.
process
From inquiry to engagement, in two to three weeks.
No procurement theater. No 40-page proposals. A short discovery call, a written scope, and a date on the calendar.
01
Discovery call
A 30-minute call to learn about your team, your stack, and what you want to change. No deck, no demo.
30 minutes
02
Custom proposal
Within five business days: a written scope, suggested practitioners, timeline, and pricing for your engagement.
within 5 days
03
On-site delivery
One or more practitioners on-site at your offices for the engagement. Single day, multi-day, or multi-team.
scheduled to fit
04
30-day follow-up
A check-in call 30 days after delivery to assess adoption, address blockers, and reinforce what needs reinforcement.
included
faculty
Practitioners with active careers in your function.
Every NewForum practitioner holds an active role in the function they teach. No academics. No career consultants. People doing the work this week, teaching what they know because they use it.
"The NewForum practitioner who came in had been a Director of FP&A at a Fortune 500 the week before. We weren't getting taught by someone who'd read about our work — we were getting taught by someone who'd done it that morning."
Sarah K.
CFO · Mid-cap Consumer Brand
Engagements scoped to fit.
single team · one day
Foundations engagement
One practitioner, one day, one functional team. Best for teams getting started or rebuilding a single high-leverage workflow.
[PLACEHOLDER PRICE]
most popular · multi-team
Department engagement
Two to three practitioners over one to two days, covering multiple teams within a function. Includes governance briefing for leadership.
[PLACEHOLDER PRICE]
enterprise · multi-day
Enterprise rollout
Multi-team, multi-function, multi-day. For organizations rolling out AI capability across the business with executive sponsorship.
Custom scope
All engagements include the 30-day post-delivery check-in call. Multi-day or multi-team programs receive volume pricing. Travel costs are billed at cost.
faq
Common questions.
If yours isn't here, the discovery call covers it.
Can you do this remotely?
In some cases, yes — and we offer a remote variant for distributed teams. But the in-person format consistently produces stronger adoption, and we recommend it where logistics allow.
How far in advance do we need to book?
Typically three to six weeks, depending on practitioner availability and the function. Multi-team engagements need more lead time.
What about confidentiality?
Standard NDA framework, signed before any discovery work begins. We work with companies handling sensitive data daily — financial records, customer data, internal strategy.
Do you train executives separately?
Yes — we offer dedicated executive sessions, often run in parallel with team training. Executive content focuses on judgment, governance, and strategy rather than tactical use.
What's the typical team size?
Eight to fifty works best for a single session. For larger teams we run parallel sessions to keep group dynamics tight and hands-on time meaningful.
Do you offer ongoing support after the day?
The 30-day check-in is included. For deeper ongoing support, our On Demand AI Expert offering provides always-available advisory access on a retainer basis.
Ready to bring AI fluency to your team?
A 30-minute discovery call is the right first step. We'll learn about your team, your stack, and what you most want to change.