Two Days · Seven Modules

Workshop Agenda

Foundations and Firm-Wide Fluency

Module 1

Setting the Stage: What AI Actually Means for AEC Firms Today

Before you can dig into AI strategy, you need a working vocabulary and an honest read on capability. This opening module establishes the core concepts every AEC leader needs and separates myths from truths.

How to speak fluently about the AI terminology that actually matters (including models, agents, MCP servers, hallucinations, and more).
The role of AI in AEC firms — cutting through the hype and addressing concerns.
The four capability categories where AI is delivering measurable returns in AEC firms right now.
How to identify the tasks in your firm that may present the greatest opportunity for AI usage.
How to evaluate technology costs, requirements, and how fast the ground is actually shifting.
How to build and pressure test the internal business case for AI usage.

Module 2

Managing AI Risk: Data Readiness, Contract Language, and Practical AI Governance

The fastest way to lose money on AI is to deploy it without knowing where your data goes or what you've promised your clients. This module covers the fundamental work that keeps the firm out of trouble and, ultimately, drives ROI, such as data hygiene, ownership, security, and a usage policy your staff will actually follow.

How to assess whether your firm's data is organized well enough to support the AI applications you want.
The critical client confidentiality and data ownership obligations before your team pastes a project file into a chatbot.
How AI use intersects with professional liability coverage, standard of care, and license requirements.
Emerging owner and client contract language governing AI use on projects.
The essential elements of a firm AI usage policy, including disclosure and human review requirements.

Module 3

Personal Productivity Wins: Hands-On Use Cases for Busy AEC Firm Leaders

You see and use AI tools and walk out with prompts and workflows you can deploy immediately. Exercises are built around the documents that executives actually handle: correspondence, status reports, meeting notes, and contracts.

How to draft, sharpen, and triage executive correspondence in a fraction of the usual time.
How to use AI for research and analysis.
How to turn raw project data and meeting notes into a clean status summary a client can read.
How to run a first-pass review of a contract or subconsultant agreement for risk terms and unusual language.
How to write prompts that produce usable output on the first attempt instead of the fifth.
How to establish personal habits and guardrails that make daily use sustainable rather than novel.

Module 4

AI in Business Development: AI for Pursuits, Proposals, and Client Relationships

Business development is the highest-leverage AI application in most AEC firms, and the easiest to get wrong in ways clients notice. This module covers how to use AI to raise pursuit quality and throughput while keeping your voice, your differentiators, and your credibility intact.

How to build and maintain a searchable knowledge base of past projects, resumes, and boilerplate that AI uses as a critical resource.
Easy ways to strengthen SOQ and qualifications packages with faster, better-targeted project selection.
Tips to draft and refine proposal narratives, technical approaches, and win themes while avoiding generic output.
How to analyze RFP and RFQ documents for scope traps, evaluation criteria, and go or no-go signals.
How to set editorial standards that keep AI-assisted proposals from sounding like everyone else's voice.

Module 5

AI in Project Management: AI Use Cases Across the Project Delivery Lifecycle

Project delivery is where AI either produces real margin improvement or quietly becomes another subscription line item. This module walks the full lifecycle and identifies the specific handoffs, documents, and reporting cycles where AI reliably reduces effort, with candid attention to where it introduces new review burden.

How to apply AI to schedule development, resource forecasting, and early warning on at-risk projects.
How to use AI to accelerate Earned Value Analysis.
Ways to accelerate status reporting, client communication, and internal PM dashboards without sacrificing accuracy.
How to use AI for budget variance analysis and financial trend spotting.
Quick wins to streamline site visit documentation, field reports, punch lists, and project writeups.
How to determine which quality control steps must stay human and how to enforce that in practice.

Module 6

Other AEC Use Cases: Practical Applications Across the Firm

Beyond productivity, business development, and project management, AI can support specialized workflows across the firm. This module surveys practical applications and helps leaders identify where AI can improve insight, consistency, and efficiency. The module emphasizes practical applications while recognizing that AI should support, not replace, qualified professional judgment.

How to generate executive insights from ERP, CRM, and HR data, including revenue, pipeline, staffing, utilization, and project performance.
How AI can support QA/QC, takeoffs, RFIs, submittals, field reports, and other project delivery workflows.
How to create a secure company knowledge search for standards, procedures, past projects, templates, and lessons learned.
How to use AI-assisted code lookup and Revit/CAD agents to support research, model queries, documentation checks, and repetitive production tasks.
How to evaluate these use cases based on business value, data readiness, integration requirements, implementation effort, and the level of professional review required.

Module 7

Your 12-Month AI Roadmap: Pilots, Budget, People, and Measurable ROI

You leave this module with a written plan rather than a list of interesting ideas. Working from the previous modules, you select pilots, assign ownership, set a budget, define success metrics, and plan for the human side of adoption, which is where most firm-wide rollouts stall.

How to score and select two or three pilot use cases with the best return-to-effort ratio for your firm.
How to define success metrics and a measurement approach your team will embrace.
How to build a realistic budget covering licenses, training, integration, and internal time.
How to assign ownership and decide whether you need a champion, a committee, or a dedicated role.
How to plan the change management and training sequence, including how to handle skeptics and over-enthusiasts.
Create a specific 90-day action plan with named owners and dates before you leave the room!

Two days. A written plan. No homework.

Reserve your seat at the city and dates that work for your leadership team.