SET DM Workshop
Day 1 · Wednesday, June 24

Building the Foundation & Getting to Work

8:30 AM — 5:45 PM
Block 18:30–9:00 AM30 min

Arrival + Stage-Setting

0:00
Goal
  • Calibrate the room, create psychological safety, and establish stakes before anyone touches AI.
Activities
  • Welcome and logistics (5 min)
  • Open with the intake data readout — show the room their own anonymous aggregate data. Key stats: avg prompt confidence 2.7/5, ~130 combined hours/week on tasks AI could help with, 8 of 16 said they don't know how to write effective prompts.
  • Frame the room: 'You're not behind. You're exactly where most smart people are right now. The gap isn't awareness — it's structure. That's what today is about.'
  • Introduce the workshop arc: Day 1 = foundation + hands-on building. Day 2 = stress-test + deploy.
Facilitator notes
Materials
Block 29:00–9:45 AM45 min

AI as a Thinking Partner

0:00
Goal
  • Establish the mental model shift: from AI as output machine to AI as thinking partner. Set the frame for everything that follows.
Activities
  • Walk through the core framing (existing deck, slides 1–5): the hype phase is over; the gap is skill, not software.
  • Introduce the Thinking Partner frame (slide 3): AI for diagnosing issues, exploring options, stress-testing ideas, planning next actions.
  • LIVE DEMO — The Two Asks. Run the same DSM scenario two ways.
  • Lazy: 'Help me prepare for my dealer visit tomorrow.'
  • Thinking partner: 'Act as a Toyota regional performance consultant. I'm visiting [fictional dealer] next Tuesday. Their inventory turn is below 28 days, CPO mix is down 8 points vs. prior year, and their internet lead close rate has dropped two months in a row. What are the 5 questions I should walk in with, and what data should I pull before I go?'
  • Show outputs side by side. Let the room react.
  • Bridge to RIPE: 'The difference between those results isn't the AI — it's the question. That's what RIPE teaches you to do.'
  • Introduce the New Hire frame (slide 6): AI does exactly what you tell it. Vague direction, vague work. Structured direction, structured results.
Facilitator notes
Materials
Break · 9:45–10:00 AM · 15 min
Block 310:00–11:30 AM90 min

RIPE Framework

0:00
Goal
  • Give the room a shared prompting language that anchors every exercise for the rest of 1.5 days.
Activities
  • Build RIPE live (15 min): Introduce Role, Instructions, Parameters, Exceptions using slides 6–7.
  • Role: Who is the AI being? Context + perspective.
  • Instructions: What exactly should it produce, for whom, by when?
  • Parameters: Format, tone, length, constraints, data sources.
  • Exceptions: What to avoid? What should it sound like? What samples should it mirror?
  • Lazy vs. Better Demo (15 min): Use a SET-specific scenario — a DSM drafting a dealer performance communication for a store 12% below monthly objective with CPO below mix targets. Show lazy version then RIPE-structured version. Let the outputs do the teaching.
  • RIPE REBUILD EXERCISE (40 min): Each participant uses the RIPE Builder (bit.ly/ripe-bw). They write ONE lazy prompt first — drawn from their intake magic wand answer. Then rebuild it with full RIPE structure. Partner check: swap and give one specific piece of feedback.
  • Debrief (20 min): 3–4 people share before/after. Coach in real time. Surface 2–3 teachable moments — voice specificity, role precision, what happens when Parameters are vague.
Facilitator notes
Materials
Break · 11:30–11:45 AM · 15 min
Block 411:45 AM–1:00 PM75 min

The Morning Report Problem

0:00
Goal
  • Solve the #1 stated time drain for 80% of the room using AI. The practical payoff for the RIPE framework they just built.
Setup — how to open this block
  • 'Almost every one of you said your biggest time drain is the morning report, daily data review, or email triage that kicks off your day. You spend somewhere between 3 and 10 hours a week on this. Let's cut that in half, right now, in this room.'
Activities
  • Teams of 3–4 receive a sample DSM morning data packet (see Materials): a Cognos-style daily inventory/sales snapshot, turn rate report for three dealer accounts, two dealer emails (one requesting inventory support, one reporting a weekend miss).
  • Challenge: Use AI to go from raw data to an actionable morning brief in under 10 minutes — what to focus on, which dealers need a call today, one-line message for each.
  • Secondary deliverable: Draft an outbound text or email to one dealer in the packet — using their name and specific numbers — that doesn't read like it was written by a bot.
  • Compare outputs across tables (15 min debrief): What prompts worked? What was still generic? Where did RIPE make the biggest difference?
Facilitator notes
Materials
Lunch · 1:00–2:00 PM · 60 min
Block 52:00–2:45 PM45 min

Trust, Accuracy & The Easy Button

0:00
Goal
  • Address the hallucination/accuracy fear that 7+ participants flagged. Build a verification muscle that makes participants more confident, not more cautious.
Activities
  • Open by naming the elephant: 'More than half of you said you don't fully trust AI outputs. That's the right instinct. The problem isn't whether to trust it — it's knowing what to verify and how fast you can do it.'
  • LIVE DEMO — The Confident Wrong Answer (15 min): Run a prompt where AI produces a plausible-but-verifiable error in a SET/Toyota context. Let the room identify it. Make it feel like a game, not a lecture.
  • Introduce the 3-Question Verification Habit: (1) Can I check this against something I already know? (2) Does this make operational sense? (3) What would change in my decision if this is wrong? Practice applying these to one output from the morning exercise.
  • The Easy Button Response (10 min): Address Jim McEachern's concern directly. 'AI literacy isn't about trusting the tool more — it's about using it in a way that requires you to think harder about what matters, so you can verify faster.'
  • Data Privacy — The Two Buckets (10 min): What goes in, what doesn't. Bucket 1 = safe (public data, synthesized internal info, fictional scenarios). Bucket 2 = protect (customer PII, deal specifics, personnel data, anything under NDA or SET compliance requirements).
Facilitator notes
Materials
Break · 2:45–3:00 PM · 15 min
Block 63:00–5:00 PM120 min

The DSM Hackathon

0:00
Goal
  • Apply everything built today to a real DSM-specific challenge under time pressure, in teams. Every participant leaves with something they can actually use.
Three challenge options — teams pick one
  • Option 1 — THE DISTRICT MORNING BRIEF ENGINE: Build a repeatable AI workflow that takes raw daily report data and produces a prioritized morning brief in under 5 minutes. Deliverable: a RIPE prompt template the team can run tomorrow morning.
  • Option 2 — THE DEALER RECOVERY COMMUNICATION: Build an AI workflow that takes a dealer performance snapshot (volume miss, CPO gap, CSI dip) and drafts a structured dealer communication that sounds like a senior DSM, not a press release. Deliverable: the workflow + a sample output for a fictional underperforming dealer.
  • Option 3 — THE ALLOCATION PREP BUILDER: Build an AI workflow that takes an upcoming allocation scenario and produces a clear, pre-emptive explanation to a dealer that handles their most likely objections. Deliverable: the workflow + one sample dealer-facing communication.
Timing
Facilitator notes
Materials
Break · 5:00–5:15 PM · 15 min
Day 1 Close5:15–5:45 PM30 min

Overnight Prep

0:00
Goal
  • Capture outputs, seed the Prompt Library, give each person a specific overnight task. Set up Day 2 before they leave.
Activities
  • Prompt Library checkpoint: Pull 3 strongest prompts from the hackathon. Everyone names the prompt and writes one sentence: 'Use this when you need to [specific use case].'
  • Overnight commit: Each person identifies ONE prompt they'll actually try tonight or first thing tomorrow morning. They write it down.
  • Preview Day 2: 'Tomorrow we stress-test everything you built today, go deeper on strategic AI use — including a feature most of you already have in your Copilot license that changes how this works — and close with your 30-day plan.'
Facilitator notes