Skip to content
PROGRAM 50 · TEAM TRAINING

AI & Data for Board Members & Directors

Govern AI with confidence: oversight, risk and strategy for the board.

Important: Board papers, minutes and price-sensitive information must never be pasted into public chatbots. Live demos use dummy or published material. AI supports directors' preparation; it never replaces their own judgement or duties.

Who books it: Boards of directors, independent directors, company secretaries and senior governance teams of listed companies, banks, family-owned groups and NGOs. Also available as 2 half-days.

8 sessions3 modules4 hands-on projects3 days · 9 am–5 pmCertificate on completion
CHOOSE A FORMAT
Request a proposalSee the curriculum

Who this course is for

  • Chairpersons, independent and non-executive directors
  • Managing directors and executive directors
  • Audit, risk and nomination committee members
  • Company secretaries and governance officers

What your team will be able to do

  • Understand what AI can and cannot do, through live demos
  • Ask management the right questions about AI plans and risk
  • Read board packs and dashboards faster, with safe AI use
  • Set up a board-level AI policy, risk register and reporting format
How it runs

3 days at your office, 8 sessions

Three sessions a day plus a hands-on build lab every afternoon. Day 3 ends with capstone presentations.

Day 1

9:00 am – 5:00 pm

AI for the board: capability and risk

9:00–10:30S1Prompt engineering for board work
10:30Tea break
10:45–12:15S2AI explained for the board
12:15Lunch & prayer
1:00–2:30S3AI risk, governance & board policy
2:45–4:30LABBuild lab: question checklist on a sample proposal
4:30–5:00Q&A and day recap

Day 2

9:00 am – 5:00 pm

Board analytics, then the first two builds

9:00–10:30S4Spreadsheets & board data literacy
10:30Tea break
10:45–12:15S5Dashboards, KPIs & decision quality
12:15Lunch & prayer
1:00–2:30S6Project 01 & 02: Board assistant & alerts
2:45–4:30LABBuild lab: dashboard, assistant and alerts
4:30–5:00Q&A and day recap

Day 3

9:00 am – 5:00 pm

Last two builds and the capstone

9:00–10:30S7Project 03: Board paper & resolution flow
10:30Tea break
10:45–12:15S8Project 04: Annual report extraction
12:15Lunch & prayer
1:00–3:00LABCapstone build clinic
3:15–4:30LABCapstone presentations
4:30–5:00Certificates and next steps
Group: 10–40 people from one organisationSame content and projects in both formatsBangla delivery with English technical termsEvery session ends with a deliverable
Curriculum

8 sessions, one build in each

3 modules · 8 sessions · 4 hands-on projects

PART 1AI Chatbots for Board WorkSessions 1–3

Chatbot Landscape & Tool Selection

  • Gemini, ChatGPT, Claude, Copilot and DeepSeek: strengths for board work (board paper summaries, strategy questions, policy drafts, risk discussions)
  • Free vs paid tiers; a workflow that needs no international payment card
  • Bangla vs English output quality; when to draft in English and translate
  • Which tool for a long document, which for a formula, which for a polished letter

Prompt Engineering Fundamentals

  • What a prompt is; why the same question gives different answers
  • The four-part structure: role, context, task, output format
  • Role prompting: act as an independent director, audit committee chair, company secretary or board advisor
  • Controlling output: length, tone, language, table or bullet format

Advanced Prompting Techniques

  • Few-shot prompting: teaching the model with examples of your own board work
  • Step-by-step reasoning for multi-part tasks such as testing management's AI investment case for assumptions, risks and payback
  • Constraint prompting: what to include, what to exclude, what to never assume
  • Chained prompts: breaking a board review of an AI proposal (purpose → risks → controls → cost → decision questions) into a sequence of smaller steps

Iteration & Prompt Library Building

  • Why the second prompt matters more than the first; refining instead of restarting
  • Diagnosing a bad output: vague instruction, missing context or wrong tool
  • Building reusable prompt templates for repeated board tasks
  • Testing a prompt before it goes into daily use

Data Privacy & Verification Discipline (Core)

  • What must never be pasted: board papers and minutes, price-sensitive information, unpublished financials, regulator correspondence, customer or employee personal data
  • Anonymising data before prompting; safe vs unsafe board use cases
  • Hallucination awareness; verifying every figure, date, name and legal reference
  • The verification rule: AI drafts, a person checks before anything leaves the building
DELIVERABLEa personal prompt library of 10 templates for your repeated board tasks.
PART 2Board Data Analysis in Excel & Google SheetsSessions 4–5
PART 3Applied Projects: AI Assistants & AutomationSessions 6–8
Applied projects

Four automations, running in your organisation

01Session 6

Board Governance Assistant

Directors, the company secretary and committee members get answers from the articles, board charter and committee terms of reference, with the section cited.

  1. INArticles, charter & policies
  2. AIGrounded Gemini assistant
  3. OUTAnswer with the section cited
Built with Google AI Studio
02Session 6

Board & Governance Calendar Alert Engine

Meeting, paper circulation, AGM, filing, director term and policy review dates checked daily, with alerts 30, 15 and 7 days ahead.

  1. INBoard & governance calendar
  2. RUNDaily Make scenario
  3. OUTAlert to the right owner
Built with Make · Sheets · Gmail
03Session 7

Board Paper & Resolution Workflow

Agenda items are checked by the company secretary, approved by the chairperson, and minute action points assigned to owners with due dates.

  1. INAgenda item submission form
  2. RULESMake approval routing
  3. OUTApproved agenda & action log
Built with Make · Forms
04Session 8

Annual Report & Disclosure Extraction

Published annual reports and disclosures become clean rows for a peer comparison table, with governance disclosure gaps flagged.

  1. INPublished annual reports
  2. AIGemini structured extraction
  3. OUTPeer comparison table
Built with Gemini API · Drive

Capstone presentation

Each person presents one automation built for their own workplace.

Day 3 afternoon
Applied across every session

Responsible & Ethical AI in Board

Fairness & Non-Discrimination

  • Where bias enters board decisions: data, wording, criteria and past patterns
  • Proxy discrimination: address, age, gender or background inferred indirectly

Privacy & Data Protection

  • Data minimisation: collect only what the decision requires
  • Retention and deletion of director, shareholder and stakeholder data

Directors' Duties & Accountable AI

  • Directors remain accountable for decisions informed by AI
  • Board oversight of AI's effect on customers, staff and society

Accountability & Human Oversight

  • Human-in-the-loop by design: AI recommends, a named person decides
  • Who owns an AI-assisted decision when it is challenged

Workforce Impact & Your AI Use Policy

  • Talking to board teams about AI without triggering job-loss fear
  • Reskilling and role redesign as AI absorbs routine work
Outcomes

By the end, your team can

  • Choose the right AI tool and write prompts that work first time
  • Maintain a prompt library covering your repeated board tasks
  • Explain AI capability and risk in plain language to fellow directors
  • Challenge management AI proposals with a structured question set
  • Read board dashboards critically and define AI oversight metrics
  • Build and deploy automations with Make, Apps Script and the Gemini API
  • Apply fairness, transparency and privacy to every AI-assisted decision

And leaves with

A director's AI question checklist
A board AI policy outline and AI risk register template
A board AI oversight dashboard and reporting format
A grounded board governance assistant your colleagues can use
A board & governance calendar alert engine that reaches the right owner
Four deployed automations running in your own organisation
A written AI use policy for your own board and its committees

Tools your team will use

Chatbots
ChatGPTGeminiClaudeCopilotDeepSeek
Content
CanvaGammaCapCutGoogle Slides
Data
Microsoft ExcelGoogle SheetsPower Query
Workspace
GmailCalendarMeetFormsDrive
Automation & AI builds
MakeGoogle AI StudioApps ScriptGemini API
Board tools
board portal exportspublished annual reportsLooker Studio

What participants need

  • A laptop with Excel and a Google account
  • Board or senior governance experience; no spreadsheet or technical skills required
  • One real work file to practise on from Session 2
  • No coding background required; free tiers only

How your team will learn

  • build-along classes (you work while the trainer works)
  • practise on your own workplace file, not dummy data
  • every session ends with a deliverable
  • Bangla delivery with English technical terms
  • recordings, prompt library and setup guides
  • certificate after capstone submission
Request a proposal

Bring this program to your board

Tell us about your team. We reply within one working day with a plan built around your own documents and workflows.

  1. 1 · A short discovery call with your board lead
  2. 2 · We tailor examples to your masked files
  3. 3 · Offline at your office, or online live classes
Chat on WhatsApp
Request a proposal