Administrative notes

How can AI help you write clear notes and administrative files?

1250 € per session, excl. VAT

In short

This training is for public sector and nonprofit professionals. You will learn to use an authorized AI assistant to clarify language and extract essential criteria, resulting in accessible memos and completion checklists for your dossiers. You will benefit from increased efficiency in your written communication.

Why this training?

The problem

Teams struggle to draft clear memos and extract essential information from dossiers.

What it costs today

This leads to complex written communications, misunderstandings, and errors in applying procedures or criteria.

Why this skill

This skill is necessary to produce precise and understandable documents while respecting the requirements of procedures and calls.

What you gain

Participants and the company improve the quality of documents produced, autonomy in drafting, and the reliability of extracted information.

Objectives of this training

• Clearly identify the recipient and document framework for each memo.
• Precisely identify the criteria of a call or procedure.
• Associate expected supporting documents with defined criteria.
• Clarify the language of memos to make them accessible to all.
• Retain all relevant conditions, deadlines, and references.
• Verify the completeness and coherence of dossiers before decision-making.

Who is it for and what are the prerequisites?

Roles and tasks concerned

• Bid managers for tender dossiers
• Internal memo drafters
• Administrative agents managing procedures
• Association project managers
• Institutional communication professionals

Prior skills

• AI Fundamentals and AI Prompting completed, or equivalent experience (a learning prerequisite, not a registration condition).
• Knowledge of internal administrative procedures
• Understanding of industry-specific frameworks
• Access to an authorized AI assistant
• Familiarity with the context of their cases
• A paid subscription to an AI solution offering the features used, the organisation’s authorisation for third-party tools, and the actual accounts and access rights.

To prepare before the session

• One computer per participant for the workshop.
• Access to the chosen AI assistant, with verified licenses and authorizations.
• A specific business case to work on, based on fictitious or anonymized data.

What you will work on

1. Framing

   The participant will be able to identify the recipient and document framework and choose appropriate data.

2. Extracting

   The participant will know how to identify the criteria of a call or procedure and associate supporting documents.

3. Drafting

   The participant will be able to clarify the language of a memo and retain all key information.

4. Checking

   The participant will be able to verify the completeness and coherence of the documents produced.

What you take away

• An accessible memo and a completeness checklist for a dossier.
• Practical tools and completed templates.
• An action plan developed during the session.

Method and assessment

• Demonstrations with explanations using a concrete case
• Guided exercises followed by application to your role
• Peer review of results and source verification
• An individual or team action plan

Assessment is formative: participants complete and review a practical case linked to the intended deliverable (An accessible memo and a dossier-completeness checklist). Criteria include meeting the brief, accuracy, checks performed and the ability to explain decisions. Each participant identifies an application to test in their own work.

Frequently asked questions

What concrete outcome can the team expect after this session?

Your team will produce clearer memos and dossiers, with essential information better extracted. Written communications will be simplified, and the risk of misunderstandings reduced. This allows for a more accurate application of procedures and criteria.

Who should attend this training and what should they know beforehand?

Professionals who draft memos, manage dossiers, or apply procedures are concerned. It is helpful to have knowledge of your internal administrative procedures and industry-specific frameworks before the session.

What data or documents will we use and how do we protect confidential information?

We will use business cases brought by participants or concrete examples provided. All sensitive data will be anonymized or replaced with fictitious information. Confidentiality is an absolute priority during the workshops.

What type of exercise will be performed on my business case during the session?

Participants will work on drafting a memo or structuring a dossier using an authorized AI assistant offering document analysis and text generation capabilities. They will apply techniques for information extraction and language clarification. The exercise will result in a concrete and applicable deliverable.

What are the limitations of the tools and who validates the final result of the workshop work?

The chosen AI assistant is a powerful tool, but it requires human validation for accuracy and relevance. The trainer will guide participants in critically reviewing the generated outputs. The participant's team is responsible for the final validation within their professional context.

How does the session adapt to the specifics of our profession and our organization's cases?

The session is designed to be practical and uses the specific business cases of each organization. Exercises are based on real documents or concrete situations brought by participants. This ensures direct relevance of the acquired knowledge to your professional environment.