The Joi Method | DTI Participant Workbook

1

Welcome to the Cohort

You arrived as six individuals. Over the next three days, you will learn, practice and perform as one consulting cohort.

Before we explore AI, communication, documentation and Agile delivery, we must first establish how we will work together. This is a practice environment with real professional standards. Every participant is expected to contribute, ask questions, provide constructive feedback, protect confidentiality and support the growth of the cohort.

What I hope this cohort becomes for me over the next three days:

2

The Assignment in the Room

Partner interview + introductions

You will interview one member of the cohort and introduce that person to the group. Listen for more than their job title or professional history. Identify what they bring to a team, how they want to grow and what will help them perform at their best.

My partner's name One strength my partner naturally brings to a team One professional situation that currently stretches my partner What my partner wants to be known for on a client engagement One way this cohort can support my partner

Introduction template“This is ____________. One strength they bring is ____________. During this training, they want to grow in ____________. On a client engagement, they want to be known as ____________. One way we can support them is ____________.”

What did you learn about someone in the room that you would not have learned from their résumé?

3

Our Cohort Agreement

How we protect the learning environment

For all six participants to learn, practice and perform at their best, everyone must help protect the learning environment.

These six statements are editable. Adjust the language as a cohort until every person can stand behind it.

Required: I agree to help uphold the cohort agreement during all three days of training.

4

Set Your Intention

Welcome + Orientation

Before we begin, name what you want. Growth follows attention, and this is where you point yours.

By Wednesday at 5:30, I want to be able to do these three things: By the end of these three days, what do I want to be able to do with greater confidence? What professional situation currently causes me to hesitate, hold back or overthink? What strength do I already possess that I want to use more intentionally? What would make this training transformational rather than simply informative for me? What am I willing to practice or do differently during this experience? One thing about showing up in a professional room that I would love to feel more confident about:

Pre-assessment: confidence scale

How prepared do you currently feel to contribute in a client-facing consulting environment? This score is saved and compared with your Day 3 post-assessment.

1 = Not yet prepared5 = Developing10 = Ready to contribute with confidence

My readiness to contribute in a client-facing consulting environment (Day 1)

5

What Is AI? AI in Your Own Words

Foundations

You understand a thing when you can explain it plainly. After the demo, write each term the way you would say it to a colleague, not the textbook way.

Model

Prompt

Output

Hallucination

Context (why what you feed the tool changes what you get back)

Myth Check Take a stand. For each, write your honest current take after today's discussion.

"AI is going to take my job." "AI is always right." "Using AI is cheating."

6

The Enterprise AI Landscape

Tool-neutral orientation

As Accenture consultants, you may encounter different AI platforms depending on your role, project, client, geography, license and security requirements.

Microsoft 365 Copilot

Embedded across Word, Excel, PowerPoint, Outlook and Teams.

Copilot Chat

Conversational assistant inside the Microsoft environment.

ChatGPT Enterprise

Enterprise-governed general assistant.

GitHub Copilot

Development and code assistance.

Azure OpenAI

Model services built into secured cloud solutions.

GenWizard

Delivery acceleration platform.

AI Refinery

Enterprise AI solution development.

Client-specific AI platforms

Whatever the client has approved on their own environment.

Notice: Access varies by role, project, client, geography, license and security policy.

Read this twiceThis training is tool-neutral. Product-specific training may follow.

The tool may change. The responsibility does not.

This training builds the transferable skills underneath the tools.

Participants may later receive more hands-on training for the specific AI platform used on their engagement. The next three days are focused on AI literacy, professional judgment, responsible use and practical consulting application, not product certification.

Which of these platforms do I expect to encounter on my engagement, and what do I still need to find out?

7

My Current AI Environment

Access + experience audit

Before we talk about what AI can do, let's be precise about what you actually have access to and what you have already tried.

Tools I currently have access to

Other (please specify): Which AI tools are approved for your current work environment? Are there client-specific AI restrictions that apply to your work?

What professional AI tasks have you already completed?

What is one repetitive or time-consuming task you would like AI to help improve?

8

AI in the Consulting Workflow

Where AI earns its keep on a delivery engagement

Seven places AI shows up in consulting work. We will practice all seven in the DTI AI Toolkit after we build the prompting method.

The seven application areas

Emails · Documentation · Presentations · Images
Research · Testing support · Data analysis

The pattern to remember: AI compresses the drafting. It never compresses the judgment. Accuracy, tone, and the client relationship stay yours.

Which of the seven areas would change my week the most, and why?

9

The DTI Prompt Method

One framework for every prompt

A lazy prompt gets lazy output. Three letters, and you will never stare at a blank prompt box again.

The DTI Prompt Method

D

Define the taskWhat must the AI produce or accomplish?

T

Tell it the contextWhat background does the AI need to understand?

I

Identify the requirementsWhat audience, format, tone, length, limitations and success criteria apply?

Supporting prompt ingredientsRole, Context, Task, Format and Constraints are not a competing framework. They are the ingredients you use inside the DTI Prompt Method. Task lives under Define. Role and Context live under Tell. Format and Constraints live under Identify.

Prompt builder

Fill each field, then build your complete prompt at the bottom and copy it straight into your approved AI tool.

Role

Task

Context

Audience

Format

Tone

Constraints

Source material

What the AI must not invent

How the output will be reviewed

Desired output

My Complete Prompt

My reusable prompt template, written in my own words:

The refinement loopNever accept the first draft. Ask the tool to tighten it, reframe it for a different audience, or flag its own assumptions.

9

Oracle Conversion Consultant Prompt Library

Twenty-two reusable prompts, built on the DTI Prompt Method

These prompts are designed to help new Oracle conversion consultants use approved AI tools to support requirements, mapping, data quality, testing, documentation, communication, risk management, and professional development.

Every prompt follows the DTI Prompt Method

D

DefineWhat is the task?

T

TellWhat role should AI take, and what context does it need?

I

IdentifyWho is the audience? What format and tone are required? What constraints apply? What source material should be used? What must AI not invent? How will the output be reviewed?

ImportantUse only approved AI tools. Do not enter real client-confidential, restricted, proprietary, regulated, or personally identifiable information unless the tool, data, client, and use case are explicitly approved. Replace all bracketed text with approved, sanitized, fictional, or synthetic information before using a prompt. AI-assisted output remains a draft until it is reviewed and verified by a qualified human.

Required before copying or saving a prompt: I confirm that I will use only an approved AI tool and approved, sanitized, fictional, or synthetic information. I understand that I must verify the output and remain responsible for the final work.

Search the Prompt Library

9

My Saved Prompts

Your personal working library

Every prompt you save from the library lands here with its own reflection fields. Your notes save automatically on this device.

9

Choose, Customize, and Test a Prompt

One prompt, one real rep

Select one prompt connected to your current or future Oracle conversion responsibilities.
Replace all bracketed text with fictional, synthetic, sanitized, or approved information.
Review the Role, Task, Context, Audience, Format, Tone, Constraints, Source Material, What AI Must Not Invent, Review Method, and Desired Output.
Copy the completed prompt into your approved AI tool.
Review the AI response.
Record what worked and what required human correction.

Which prompt did you select?

My customized complete prompt Why did you select it? What information did you customize? What did AI produce well? What was inaccurate, unsupported, incomplete, or unclear? What did you revise? What professional judgment did you apply? What would you change in the prompt next time? (My improved prompt)

Responsible-use acknowledgment: I confirm that I used only an approved AI tool and approved, sanitized, fictional, or synthetic information. I verified the output and remain responsible for the final work.

Export

Include the Complete Oracle Conversion Prompt Library in my Day One Readiness Portfolio

9

Prompt Practice Lab: Round 1

Three consulting tasks

Use the DTI Prompt Method on each task. Capture the prompt you used and the one refinement that improved it. The reps matter more than the results.

Task A · Draft a client check-in email

The prompt I used: My refinement (what I asked it to fix):

Task B · Summarize a meeting transcript into five action items

The prompt I used: My refinement:

Task C · Turn rough notes into a three-line status update

The prompt I used: My refinement: What made the difference between a weak result and a strong one today?

10

The DTI AI Toolkit

Seven application areas, practiced

Open each card as we work it. Every exercise is fictional. Do not use real client names, confidential data or proprietary information anywhere in this workbook.

1Emails

Source Material

This activity uses the fictional SunCoast Energy Consulting Case File.

What AI can support

Follow-up emails, escalation emails, executive updates, requests for action and clarifying questions.

Follow-up emails Escalation emails Executive updates Requests for action Clarifying questions

What the consultant remains responsible for

Accuracy of every fact and date, the tone toward the recipient, the commitment being made on behalf of the team, and confidentiality of anything pasted in.

ExerciseFictional scenario: your notes from a status call are unorganized fragments. Turn them into a concise follow-up email to a fictional utility client confirming three actions and one open question.

My prompt Initial AI output What requires human review? Revised client-ready result

2Documentation

Source Material

This activity uses the fictional SunCoast Energy Consulting Case File.

What AI can support

Meeting notes, decision logs, action trackers, status reports, process documentation and requirements summaries.

What the consultant remains responsible for

Whether a decision was actually made, who truly owns each action, dates that are real, and never letting a summary invent an agreement.

ExerciseFictional scenario: convert a set of fictional meeting notes into a decision log and action tracker.

Item	Decision or action	Owner	Deadline	Status	Open question	Source or evidence

My prompt Initial AI output What requires human review? Revised client-ready result

3Presentations

Source Material

This activity uses the fictional SunCoast Energy Consulting Case File.

What AI can support

Storyline development, executive summaries, decision-based slide titles, recommendations and speaker preparation.

Storyline development Executive summaries Decision-based slide titles Recommendations Speaker preparation

What the consultant remains responsible for

Every number on every slide, the defensibility of each recommendation, and the fact that structure may come from AI but substance is owned by you.

ExerciseFictional scenario: build a five-slide executive storyline for a fictional data-conversion project issue.

Audience

Required decision

Main message Slide 1 title Slide 2 title Slide 3 title Slide 4 title Slide 5 title Supporting evidence Risk of unsupported claims My prompt Initial AI output What requires human review? Revised client-ready result

4Images

Source Material

This activity uses the fictional SunCoast Energy Consulting Case File.

What AI can support

Concept illustrations, generic process visuals, brainstorming visual directions and presentation support.

Concept illustrations Generic process visuals Brainstorming visual directions Presentation support

What the consultant remains responsible for

Copyright, brand use, bias, real-person likeness, fabricated evidence, client representation and confidentiality. An image that misrepresents reality is a professional risk, not a design choice.

ExerciseFictional scenario: you need a simple visual to explain a data-conversion process on an internal slide. Decide whether an AI-generated image is appropriate, and defend the call.

Decision question: Would this image support understanding, or could it misrepresent reality?

Appropriate to use Use only after modification Requires approval Do not use

Why I made that call: My prompt Initial AI output (describe it) What requires human review? Revised client-ready result

5Research

Source Material

This activity uses the fictional SunCoast Energy Consulting Case File.

Discover. Verify. Document.

Discover — cast the net and frame the question
Verify — prove every claim against a primary source
Document — show your sources and their dates

What AI can support

Framing the question, generating search directions, summarizing material you already have and challenging your own conclusion.

What the consultant remains responsible for

Independently confirming every source, every citation, every statistic and every date before it reaches a client.

ExerciseFictional scenario: develop a research plan for a fictional utility implementation issue.

Research question Keywords Credible primary sources Claims requiring verification Source date Limitations Verified conclusion

Warning: AI-generated citations and sources must be independently verified.

My prompt Initial AI output What requires human review? Revised client-ready result

6Testing Support

Source Material

This activity uses the fictional SunCoast Energy Consulting Case File.

What AI can support

Test-case development, acceptance criteria, edge cases, requirement ambiguity and defect documentation.

Test-case development Acceptance criteria Edge cases Requirement ambiguity Defect documentation Traceability support

What the consultant remains responsible for

Confirming the requirement is real, surfacing ambiguity to the right person rather than assuming, and never letting a generated test case stand in for a validated one.

ExerciseFictional scenario: review a fictional business requirement and identify missing details, test scenarios and acceptance criteria.

Confirmed requirement Ambiguity Assumption Test scenario Expected result Edge case Escalation question My prompt Initial AI output What requires human review? Revised client-ready result

7Data Analysis

Source Material

This activity uses the fictional SunCoast Energy Consulting Case File.

What AI can support

Trend identification, outlier review, formula support, questions for further investigation and naming the limitations of the data.

Trend identification Outlier review Questions for further investigation Formula support Limitations of the data Challenging conclusions

What the consultant remains responsible for

Validating the data, the methodology and the conclusion before anyone acts on it.

ExerciseFictional scenario: review a fictional dataset and identify three observations, two questions and one possible risk.

Observation 1 Observation 2 Observation 3 Question 1 Question 2 One possible risk

AI may propose an interpretation. The consultant remains responsible for validating the data, methodology and conclusion.

My prompt Initial AI output What requires human review? Revised client-ready result

11

PAUSE Before You Prompt

Responsible + Secure AI Use

Five seconds of thought before you press enter is the whole difference between a helpful tool and an incident report. PAUSE is the primary AI safety framework for this program.

PAUSE Before You Prompt

Run this every single time. It becomes muscle memory faster than you think.

P

PermissionIs this AI tool approved by the organization and the client?

A

AnonymizeHave names, identifiers and sensitive information been removed?

U

Use the minimum necessary informationDoes the AI need every piece of information being provided?

S

Scrutinize the outputHave facts, calculations, sources, assumptions, bias and omissions been reviewed?

E

Escalate when uncertainShould this use case be reviewed by a project lead, security, privacy, legal or compliance professional?

My reusable PAUSE checklist

Use this before any prompt that touches client work. Clear it and reuse it as often as you need.

Permission — the tool is approved by my organization and the client. Anonymize — names, identifiers and sensitive information are removed. Use the minimum — I am sharing only what the task actually requires. Scrutinize — I have reviewed facts, calculations, sources, assumptions, bias and omissions. Escalate — if I am uncertain, I stop and ask before proceeding.

What information should never be entered into an unapproved AI tool?

Final Accountability Check

A short reflection after PAUSE, before the work leaves your hands.

Is this information appropriate for me to share? Would the client approve of this use? Can I professionally stand behind the final output?

12

The Compliance Crossroads

Source Material

This activity uses the fictional SunCoast Energy Consulting Case File.

Three judgment calls

In a regulated utility environment, what goes into a tool matters as much as what comes out. For each scenario, choose your path and defend it.

Your facilitator will assign one scenario to each pair. Review the card with your partner, choose your primary recommendation, and document your reasoning below. More than one safeguard may be required.

There is no single universal correct answer here. Approval depends on your company policy and your client's policy. What is graded is your reasoning.

1Scenario 1: Client meeting transcript

A consultant receives a meeting transcript containing client names, employee names, system details, customer information and unresolved implementation issues. The consultant wants to paste the complete transcript into an AI platform to create meeting notes before the next client meeting.

Scenario 1: Client Meeting Transcript scenario card — fictional training scenario

Tap or click the card to enlarge.

My decision

Use AI as presented Modify or sanitize the information Use only an approved enterprise tool Do not use AI Escalate before proceeding

Select the primary next action. In your explanation, identify any additional safeguards, approvals, or escalation steps that may also be necessary.

What creates risk What information should be removed What approval may be required A safer alternative My final explanation

2Scenario 2: Testing artifact

A consultant wants AI to generate test cases using a document that contains proprietary system requirements, client data fields and internal project details.

Scenario 2: Testing Artifact scenario card — fictional training scenario

Tap or click the card to enlarge.

My decision

Use AI as presented Modify or sanitize the information Use only an approved enterprise tool Do not use AI Escalate before proceeding

Select the primary next action. In your explanation, identify any additional safeguards, approvals, or escalation steps that may also be necessary.

What creates risk What information should be removed What approval may be required A safer alternative My final explanation

3Scenario 3: Executive presentation

A consultant wants AI to produce an executive presentation containing current project metrics, unresolved risks, financial consequences and client-specific information.

Scenario 3: Executive Presentation scenario card — fictional training scenario

Tap or click the card to enlarge.

My decision

Use AI as presented Modify or sanitize the information Use only an approved enterprise tool Do not use AI Escalate before proceeding

Select the primary next action. In your explanation, identify any additional safeguards, approvals, or escalation steps that may also be necessary.

What creates risk What information should be removed What approval may be required A safer alternative My final explanation

The hardest call for me, and what tipped my decision:

Facilitator mode

Scenario 1 · Client meeting transcript

Typical strong answer: Modify or sanitize, and use only an approved enterprise tool. Escalate if the transcript covers a regulated or contested issue.

Risk: Named individuals, customer information, system identifiers and unresolved issues create confidentiality, privacy and discoverability exposure. Unresolved issues summarized by AI can also freeze a premature narrative.

Remove: Client and employee names, customer records, org identifiers, system names and version details, account numbers, anything tying the text to a specific client.

Approval: Client contract AI clause, engagement lead sign-off, and confirmation the tool retains no training data.

Safer alternative: Summarize a de-identified extract inside the approved enterprise tool, or draft the summary manually and use AI only to tighten the language.

Coaching point: Listen for participants who justify convenience over permission. The transcript is the client's record, not the consultant's.

Scenario 2 · Testing artifact

Typical strong answer: Use only an approved enterprise tool with sanitized inputs.

Risk: Proprietary requirements, client data fields and internal project details are intellectual property. Pasting them into a consumer tool may breach the agreement and expose the client's data model.

Remove: Real field names, table and schema names, sample records, client-specific business rules and any vendor configuration details.

Approval: Client data-handling terms, QA lead and security review of the tool.

Safer alternative: Generalize the requirement into a neutral pattern ("a customer record with an effective date"), generate test cases, then map them back to real fields offline.

Coaching point: Test cases are a great AI use case — the risk lives entirely in the input, not the output.

Scenario 3 · Executive presentation

Typical strong answer: Escalate before proceeding, then use an approved enterprise tool with sanitized inputs.

Risk: Current metrics, unresolved risks and financial consequences are the most sensitive category on any engagement. Fabricated or overstated figures in a client deck create contractual and reputational exposure.

Remove: Actual financial figures, client name and branding, live risk register entries, anything not yet validated by the project lead.

Approval: Engagement partner or project lead, and client communications protocol for financial impact statements.

Safer alternative: Use AI for structure and slide titles only. Insert the numbers yourself after they are validated. Never let a model generate a figure that will be read as fact.

Coaching point: The strongest answers separate structure (safe for AI) from substance (owned by the human). Remind the room that the participant view intentionally has no single correct answer, because policy differs by company and client.

13

Three-Minute Client Briefing

Source Material

This activity uses the fictional SunCoast Energy Consulting Case File.

AI assists, you deliver

AI builds the scaffolding. You carry the moment. This is the whole thesis of Day 1 in one exercise.

The scenarioDuring a fictional utility data-conversion engagement, the project team discovers that a group of customer account records contains inconsistent date formats. Initial testing suggests that the issue may delay validation, but the full impact is not yet confirmed. The project manager needs a concise update before speaking with the client.

Issue summary Known facts Unknowns Potential impact Immediate action Recommended next step Escalation question My three-minute verbal briefing (speaking notes)

3:00

Three minutes. Not three and a half. Practice out loud until you land it clean.

Peer feedback

What landed

What needs sharpening

One recommended action

Where did AI help, and where did I have to take over as the human in the room?

14

Is This Client Ready?

AI output quality review • Reusable rubric

The first AI response is not the final deliverable. Use this rubric to evaluate whether an AI-assisted email, document, presentation, analysis, recommendation, or briefing is accurate, appropriate, and ready for professional use.

A strong score does not override a confidentiality, approval, or accuracy concern.

How this worksYour facilitator will tell you which AI-assisted deliverable to review. You will:

Exchange the deliverable with a partner.
Use the printed rubric for detailed scoring guidance.
Record your scores and revision notes here.
Revise the deliverable.
Make a final Send, Revise, Escalate, or Do Not Use decision.

1. Deliverable information

Participant name

Deliverable type

Title or description of deliverable

Reviewer name

Date

2. Quality rubric

1 Not Ready2 Major Revision Required3 Developing4 Client Ready5 Exceptional

1Accuracy

Are the facts, dates, names, numbers, calculations, sources, and claims correct and verified?

Rating

Evidence or Required Revision

2Relevance

Does the deliverable directly address the assignment, audience need, and required decision or action?

Rating

Evidence or Required Revision

3Clarity

Is the main point easy to understand, logically organized, and concise?

Rating

Evidence or Required Revision

4Completeness

Are all required facts, actions, owners, deadlines, questions, and limitations included or clearly marked “To Be Confirmed”?

Rating

Evidence or Required Revision

5Audience Alignment

Is the level of detail, format, tone, and emphasis appropriate for the intended audience?

Rating

Evidence or Required Revision

6Confidentiality and Permission

Is the tool approved, is the use case permitted, and is the information appropriate to enter and share?

Rating

Evidence or Required Revision

7Source Reliability

Are claims supported by credible, current, and independently verified sources?

Rating

Evidence or Required Revision

8Assumptions and Unknowns

Are confirmed facts, assumptions, unknowns, and missing information clearly separated?

Rating

Evidence or Required Revision

9Professional Tone

Is the language calm, direct, respectful, and appropriate for the situation?

Rating

Evidence or Required Revision

10Human Judgment and Accountability

Has the participant challenged, revised, verified, and professionally taken ownership of the final work?

Rating

Evidence or Required Revision

3. Score

Total score— / 50

Average score— / 5

Score the ten categories to see your readiness interpretation.

Any mandatory stop sign means “Do Not Send,” regardless of the total score.

4. Mandatory stop signs — do not send

Select every statement that is true The tool, client use case, or information has not been approved. The output contains confidential, proprietary, regulated, or personally identifiable information that should not be shared. A material fact, number, date, name, source, calculation, or claim has not been verified. The AI invented or overstated a cause, impact, owner, deadline, financial consequence, or recommendation. Facts, assumptions, and unknowns are not clearly separated. The deliverable could mislead the client, decision-maker, or project team. The output creates legal, privacy, security, financial, ethical, or compliance uncertainty that requires escalation. I cannot explain, defend, or professionally stand behind the final work.

DO NOT SEND — Revision or escalation is required.

5. Revision plan

What prevents this from being client ready? What facts, numbers, dates, owners, sources, or assumptions must be verified? What must be revised, removed, clarified, or added? What requires approval or escalation? Who owns the revision? Re-review deadline

6. Final decision

Before making your decision, confirm

Is this information appropriate to share?
Would DTI, Accenture, and the client approve of this use?
Can I professionally stand behind every part of the final output?

Send after final proofread Revise and re-review Escalate before proceeding Do not use this deliverable

I understand that I remain responsible for the final deliverable, even when AI assisted with the draft.

7. Before-and-after reflection

What was the strongest part of the original AI-assisted output? What was the greatest risk or weakness? What did human review add? What changed in the revised version? What will I look for more carefully next time?

A one-deliverable record of your scores, stop signs, revision plan, decision, and reflection. It is also included in your Day One Readiness Portfolio.

15

Personal AI Use Agreement

A commitment you keep

This is not a worksheet. It is a professional artifact that travels with you onto your first engagement. Write it like you mean it, because you will live by it.

I will use AI to support:

Other, and anything else I will use AI to help me with:

I will not enter:

In my own words, I will never put the following into an AI tool:

Before using AI, I will confirm:

The tool is approved. The client permits the use case. The information is appropriate to enter. I am using the minimum necessary information. I understand who is accountable for the final work.

Before submitting AI-assisted work, I will:

Verify facts. Check calculations. Confirm sources. Identify assumptions. Review tone and audience. Remove fabricated or unsupported information. Apply professional judgment. Take responsibility for the final output.

Before I trust an output, I will verify it by: I will escalate when: My responsible AI commitment:

Participant name

Date

Electronic acknowledgment: I have read this agreement, I understand it, and I accept responsibility for every AI-assisted output that carries my name.

Keep this. On your first engagement, it is your field reference and your standard.

16

Day 1 Debrief

Reflect + Q&A

What surprised me today?

What will change in how I work?

What am I still unsure about?

16

Carry It Into Day 2

Wrap + Pre-work

My one biggest takeaway from Day 1:

Pre-work for tomorrowTomorrow we work on the human side of communication. Come ready with the situation below. It becomes your personal anchor for Day 2.

One professional communication situation I wish I had handled differently:

1

Welcome to Day 2

Open + orientation

Do the work. Communicate the truth. Protect the trust.

Yesterday, you used AI, reviewed project information, and created deliverables for the SunCoast Energy Oracle Data Conversion Project.

Today, the question changes. The question is no longer only: Can I create the work? The question is: Can my team and the client trust the work I created?

As an Oracle Conversion Consultant, your work may influence testing, validation, project status, business decisions, client confidence, and the work of other people.

Today, you will practice how to communicate accurately, document responsibly, raise concerns professionally, receive feedback, and contribute with confidence.

Day 2 outcomes

Review work for client readiness
Separate facts from assumptions
Distinguish risks, issues, blockers, decisions, and open questions
Adapt a conversion update for different stakeholders
Write clear internal and client-facing emails
Create accurate meeting documentation
Report project status without minimizing or exaggerating concerns
Ask focused clarification questions
Know when to act, ask, or escalate
Respond professionally when challenged
Identify when work requires lead review

Opening reflection

One thing I created yesterday that I am prepared to defend is:One thing I created yesterday that may still require review is:One professional behavior I want to demonstrate today is:Today, I will build trust by:

Describe an observable action, not a general goal such as “be professional” or “do my best.”

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Section 14: Is This Client Ready?

The Client-Ready Review Lab

AI-assisted work is still your work.

Before an email, status update, analysis, meeting summary, presentation, recommendation, decision log, or action tracker moves forward, someone must confirm that it is accurate, appropriate, supported, and defensible.

As a new consultant, you may not always have authority to send work directly to the client. However, you are still responsible for submitting work that is ready for the appropriate review process.

Client ready does not always mean “send it.”
Client ready means the work is accurate, responsible, traceable, and ready for professional review.

Pair or Pod instructionsWork with a partner or Pod to review one SunCoast Energy deliverable created during Day 1. Your team will:

Reconstruct the original assignment
Identify the audience and purpose
Compare the deliverable with the source material
Identify unsupported statements
Score the work
Identify mandatory stop signs
Revise the most important content
Challenge and defend the revised work
Make a final decision

Team roles

Source VerifierChecks facts, dates, names, numbers, case details, owners, deadlines, and source support.Client AdvocateReviews the deliverable from the intended reader’s perspective.Risk and Accountability ReviewerChecks for misleading language, unsupported commitments, approval needs, confidentiality concerns, and professional risk.

When working in pairs, one person serves as Source Verifier. The second person combines the Client Advocate and Risk and Accountability Reviewer roles.

My name

My partner or Pod

My role today

Date

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Reconstruct the Assignment

Client-Ready Review Lab • Step 1

Before you judge the work, rebuild what the work was supposed to do.

Deliverable typeOriginal assignmentIntended audiencePurpose of the deliverableDecision or action the deliverable should supportSource material that should support the workInformation the writer was not authorized to inventWhat the audience needs to knowWhat the audience does not need to know

Teaching note. You cannot determine whether work is client ready until you understand what it was supposed to accomplish.

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The Ten-Second Test

Client-Ready Review Lab • Step 2

InstructionsRead the deliverable one time without editing it. Then answer:

What happened?
Why does it matter?
What is confirmed?
What remains unknown?
What happens next?
Who needs to act?

The main point I understood was:The requested action appears to be:The strongest part of the deliverable is:The first concern I noticed is:The first question the audience may ask is:The part that requires the most verification is:

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5

Evidence Hunt

Client-Ready Review Lab • Step 3

Classification key

FConfirmed Fact

AAssumption

UUnknown

RRecommendation

CCommitment

DConfirmed Decision

VRequires Verification

Ask of every statement

Where did this information come from?
Is the wording stronger than the evidence?
Is a possibility being presented as a fact?
Is an opinion being presented as the team’s conclusion?
Is a discussion being presented as a decision?
Was an owner assumed?
Was a deadline invented?
Was a client commitment created without approval?

Statement or Claim	Classification	Source Evidence	Action

Every claim needs a source. If you cannot point to the SunCoast case material, classify it as Requires Verification.

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Client-Ready Rubric

Client-Ready Review Lab • Step 4

1 Not Ready2 Major Revision Required3 Developing4 Client Ready for Review5 Exceptional

1Accuracy

Facts, dates, names, figures, project status, and claims are correct and verified.

Rating

Comment

2Relevance

The content directly addresses the assignment and audience need.

Rating

Comment

3Clarity

The main point is easy to understand and logically organized.

Rating

Comment

4Completeness

Necessary facts, actions, limitations, owners, and deadlines are included where confirmed.

Rating

Comment

5Audience Alignment

The tone, terminology, detail, and format fit the intended audience.

Rating

Comment

6Actionability

The reader understands what must happen next.

Rating

Comment

7Risk Awareness

The content does not create unsupported commitments or misleading conclusions.

Rating

Comment

8Source Reliability

Major claims are supported by the SunCoast case information or validated project records.

Rating

Comment

9Professional Tone

The language is calm, direct, respectful, and free from blame or defensiveness.

Rating

Comment

10Human Judgment and Accountability

The participant can explain, support, and defend the final work.

Rating

Comment

Score

Total score— / 50

Average score— / 5

Highest category—

Lowest category—

A high score does not override a serious accuracy, confidentiality, permission, approval, security, or compliance concern.

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Mandatory Stop Signs

Client-Ready Review Lab • Step 5

Select every statement that is true

STOP — this work is not client ready. Revision, review, or escalation is required.

The stop sign we identified is:Why it matters:What must happen before the work can move forward:Who should review or approve it:

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Revision Sprint

Client-Ready Review Lab • Step 6

Must fix

What prevents the deliverable from moving forward?

Should fix

What reduces clarity, accuracy, or usefulness?

Could improve

What would improve presentation without changing the meaning?

Revision record

Original Content	Revised Content	Why the Change Matters

The most important correction we made was:The correction that reduced the greatest risk was:One stylistic change we chose not to make was:Why that issue was a preference rather than a client-readiness problem:

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9

Challenge and Defend

Client-Ready Review Lab • Step 7

InstructionsExchange revised work with another pair or Pod. The reviewing team should ask at least two challenge questions.

Challenge prompts — select the ones you used

The strongest challenge we received was:Our response was:The challenge revealed that we still needed to:Our final revision was:

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Final Client-Ready Decision

Client-Ready Review Lab • Step 8

Our decision

Ready for final proofreadRevise and re-reviewRequires lead reviewDo not use

Our final decision is:The strongest evidence supporting our decision is:The greatest remaining risk is:The next reviewer should be:The next action should be:

Individual reflection

The reviewer noticed something I originally missed when:Human judgment improved the deliverable by:One statement I would not have been comfortable defending was:Before submitting AI-assisted work, I will always:

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From Student to Consultant

Professional behavior

A consulting team does not build trust based only on intelligence or technical skill.

Trust is built through preparation, accuracy, follow-through, communication, professional judgment, and a willingness to learn.

Corporate confidence is not pretending to know everything.
Corporate confidence is being prepared, honest, responsive, and accountable.

Trust Builder, Trust Breaker, or Needs Context

1You discover a blocker and wait until tomorrow’s standup to mention it.

Trust BuilderTrust BreakerNeeds Context

Why did you choose this classification? What would the consultant do differently?

2You review the meeting agenda before joining.

Trust BuilderTrust BreakerNeeds Context

Why did you choose this classification? What would the consultant do differently?

3You ask your lead which task should take priority.

Trust BuilderTrust BreakerNeeds Context

Why did you choose this classification? What would the consultant do differently?

4You agree to a client deadline without checking with your lead.

Trust BuilderTrust BreakerNeeds Context

Why did you choose this classification? What would the consultant do differently?

5You update the action tracker after finishing your task.

Trust BuilderTrust BreakerNeeds Context

Why did you choose this classification? What would the consultant do differently?

6You do not understand an assignment but begin working so you appear proactive.

Trust BuilderTrust BreakerNeeds Context

Why did you choose this classification? What would the consultant do differently?

7You receive feedback and immediately explain why the issue was not your fault.

Trust BuilderTrust BreakerNeeds Context

Why did you choose this classification? What would the consultant do differently?

8You ask for an example of a strong deliverable.

Trust BuilderTrust BreakerNeeds Context

Why did you choose this classification? What would the consultant do differently?

9You notice a risk but remain silent because you are new.

Trust BuilderTrust BreakerNeeds Context

Why did you choose this classification? What would the consultant do differently?

10You tell your lead what you completed, what remains, and where you need help.

Trust BuilderTrust BreakerNeeds Context

Why did you choose this classification? What would the consultant do differently?

11You clarify whether a deadline is internal or client-facing.

Trust BuilderTrust BreakerNeeds Context

Why did you choose this classification? What would the consultant do differently?

12You return a revised deliverable promptly after receiving feedback.

Trust BuilderTrust BreakerNeeds Context

Why did you choose this classification? What would the consultant do differently?

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12

The Trust Account

Deposits and withdrawals

Deposits Into the Trust Account

What makes a lead trust you with greater responsibility?

Withdrawals From the Trust Account

What causes a lead to lose confidence in your work?

During my first 30 days, I will build trust by:A behavior I need to stop or avoid is:When I make a mistake, I will:When I need help, I will:

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Read the Situation Before You Communicate

Language precision

Consultants are trusted when they name things accurately. These eight words are not interchangeable.

FactInformation confirmed by credible evidence.

AssumptionSomething believed to be true but not yet verified.

IssueA problem currently affecting the work.

RiskA possible future event that may affect the work.

BlockerSomething currently preventing progress.

DecisionA choice explicitly made by someone with authority.

RecommendationA proposed action supported by reasoning.

Open QuestionInformation that must be answered before the team can proceed confidently.

In my own words, the difference between an issue and a risk is:The word I am most likely to use incorrectly is:

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SunCoast Classification Lab

Case application

InstructionsClassify each statement from the SunCoast Energy Oracle Data Conversion Project, note the evidence that supports your classification, and record what should happen next. Where nothing is confirmed, write To Be Confirmed.

Statement	Classification	Evidence	What Should Happen Next
Validation Cycle 1 was completed Friday.
Inconsistent date formats appear in multiple source files.
Jordan believes the inconsistent date formats are causing failed records.
Alicia believes existing transformation rules may resolve some records.
The August 7 validation milestone will be delayed.
No one confirmed ownership of the duplicate-account analysis.
Account classifications were validated.
Tanya’s question about account classification was not documented.
Missing communication preferences may affect customer notices.
The business team may need to be involved.
Robert requested an update before tomorrow afternoon.
The next review meeting will be Wednesday.
The next review may be Wednesday, but the time is not confirmed.

The statement most likely to be miscommunicated to the client is:

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Ask, Act, or Escalate

Consulting judgment

ActYou can responsibly move the work forward within your assignment.

AskYou need clarification, evidence, priority, or approval.

EscalateThe issue may materially affect schedule, scope, quality, compliance, security, or client communication.

Scenario	Act / Ask / Escalate	Who Should Be Involved?	Next Responsible Action
A source file is missing a required column.
A client stakeholder has not answered a mapping question.
Source and target record totals do not reconcile.
You do not know which assignment is the priority.
A client asks you to guarantee August 7.
Duplicate-account analysis has no confirmed owner.
Confidential data appears in an unapproved AI tool.
Meeting notes list a proposed decision as approved.
A teammate misses an internal deadline.
Missing customer communication preferences may affect required notices.

Reflection

Asking for help becomes avoidance when:Acting independently becomes overstepping when:Escalation is appropriate when:

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16

Communicate the Conversion Story

Structure before delivery

The communication structure

What was completed?
What was found?
What is confirmed?
What remains unknown?
What happens next?
What is needed?

SunCoast scenario

Validation Cycle 1 is complete.
The team found inconsistent date formats across multiple source files.
Existing transformation rules may resolve some affected records.
The full failed-record impact has not been confirmed.
Ownership of the duplicate-account analysis has not been confirmed.
The August 7 validation milestone has not officially changed.
The client has not yet been informed of possible schedule exposure.

Using the six-part structure, my one-paragraph version of the conversion story is:

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Four Stakeholders, Four Messages

Same facts, four audiences

The facts do not change. The detail, framing, and request change with the audience.

Peer Conversion Consultant

Prepare a 30-second update for a peer who may help investigate the issue.

What they need to know:Technical detail to include:Help or action needed:My update:

Accenture Workstream Lead

Prepare a 60-second internal update. The lead must determine whether the matter should be discussed with the client.

Current status:Risk:Analysis underway:Ownership gap:Recommendation:Support needed:My update:

SunCoast Client Data Lead

Prepare a concise client-facing update and one focused question.

Confirmed finding:Information needed from SunCoast:What the team is doing:What should not be stated yet:My update:

My question:

SunCoast Executive

Prepare a 30-second executive update.

Business implication:Milestone status:What is confirmed:What is unknown:Response plan:Decision or support needed:My update:

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Partner Feedback and Redo

Practice, feedback, second attempt

InstructionsDeliver one of your four updates aloud to a partner. Your partner scores the delivery, then you deliver it a second time.

1 = Not yet3 = Partly5 = Consistently

Main point was clear

Detail matched the audience

Facts and unknowns were separated

Speaker avoided speculation

Needed action was clear

Tone was calm and credible

The strongest part of the first attempt was:The biggest improvement needed was:Feedback I received:What I changed:My second attempt was stronger because:

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19

Write Like a Consultant

Professional writing

Every email should make five things clear:

Why I am writing
What has been confirmed
What needs attention
What is happening next
What I need from the recipient

The part of that structure I most often leave out is:

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Internal Accenture Email

Diagnose, then rewrite

Subject: Update

Hi Marcus,

I just wanted to reach out and let you know that we have been looking at some of the files and there seem to be a lot of issues with the dates. We think this is probably why the records failed and it might delay the next cycle. Alicia thinks the transformations could work, but we do not really know yet. The client has not been told. Please let me know what you think when you get a chance because we probably need to do something soon.

Thanks.

What is confirmed?What is assumed?What language creates unnecessary risk?What question should be asked?What information belongs in the opening?What should be removed?

Rewrite

Revised subject line:Revised email body:

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Client Follow-Up Email

Unsupported commitments

Subject: Date Format Decision

Hi Robert,

Thank you for agreeing to provide the approved formats by tomorrow morning. Once we receive those, our team will fix the transformation rules and keep the August 7 cycle on schedule.

Please send the information as soon as possible.

Which deadline was invented?Which result was promised without evidence?Which milestone commitment is unsupported?What was actually agreed?What question should be asked?

Rewrite

Revised subject line:Revised email body:

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Email Peer Review

Check before you send

Purpose appears in the first two sentencesConfirmed facts are separated from assumptionsThe request is specificThe deadline is real or clearly requestedNo unauthorized commitment is madeTone is calm and professionalReader knows what happens nextDetail is appropriate for the audience

Strongest part:Most important correction:Remaining concern:Final email revision:

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Status Without Spin

Reporting honestly

GreenWork is progressing as planned. No material issue currently threatens the milestone.

YellowA risk, issue, or dependency requires active attention and may affect the milestone.

RedA milestone or objective has been missed or cannot be achieved without significant intervention or approved change.

Yellow is not failure. Yellow is responsible visibility.

The status color I would be most tempted to soften is, and why:

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SunCoast Status Challenge

Build the status report

What you know

Validation Cycle 1 completed
Date-format inconsistencies found in multiple files
Some transformation rules may resolve affected records
Full failed-record impact remains under review
Duplicate-account analysis has no confirmed owner
Account-classification validation is not documented
Missing communication preferences may affect customer notices
August 7 has not officially changed
Robert requested an update before tomorrow afternoon

Status report

Overall status

GreenYellowRed

Reporting periodCompletedConfirmed findingsExceptionsPotential impactCurrent actionsDependenciesDecision or guidance neededNext update

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Defend the Status

Be ready for the question

Why is this not Green?Why is this not Red?What evidence supports the selected status?What could cause the status to become Red?What would move the status to Green?Which issue requires immediate attention?Which item requires business validation?Which item requires lead review?

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26

Document What Actually Happened

Documentation discipline

Project documentation is not a transcript.
It is an accurate record of what the team needs to know, do, decide, or monitor.

Do not turn

A suggestion into a decision
A discussion into approval
A possibility into a fact
“Someone” into an owner
“Maybe” into a deadline

The documentation error I am most likely to make is:

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Raw SunCoast Meeting Notes

Source material

Use these notes for the next six pages

Validation Cycle 1 completed Friday.
The date-format issue appears in multiple source files.
Jordan believes the inconsistent date formats are causing failed records, but Alicia says the existing transformation rules may resolve some of them.
Marcus wants to know whether the August 7 validation date is still realistic.
No one confirmed who owns the duplicate-account issue.
Tanya asked last week whether account classifications were validated, but the response was not documented.
The client has not been informed about a possible schedule impact.
Robert wants an update before tomorrow afternoon.
More analysis is needed.
Someone should determine whether missing communication preferences could affect required customer notices.
The business team may need to be involved.
The next review meeting may be Wednesday, but the time has not been confirmed.

Nothing above may be upgraded into a decision, an owner, or a deadline without confirmation.

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Meeting Summary

Documentation build 1 of 5

Meeting purpose

Date

Participants

Next meeting status

Key updates

Update	Source	Confirmed or To Be Confirmed

Confirmed decisions

Record only decisions made by someone with authority. If none, write “No confirmed decision documented.”

Actions

Action	Owner	Due Date

Risks and issues

Open questions

Open Question	Who Can Answer

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Decision Log

Documentation build 2 of 5

Decision	Decision Maker	Date	Basis	Impact

When no decision was made, record: “No confirmed decision documented.”

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30

Action Tracker

Documentation build 3 of 5

Action	Owner	Due Date	Status	Dependency

Do not use “team” or “someone” as an owner. Use a named person or write Owner To Be Confirmed.

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Risk and Issue Log

Documentation build 4 of 5

ID	Type	Description	Potential Impact	Owner	Response

Where ownership is not confirmed, write Owner To Be Confirmed rather than assigning a name.

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Open-Question Log

Documentation build 5 of 5

Question	Why It Matters	Who Can Answer	Needed By

Use Due Date To Be Confirmed, Business Validation Required, or Decision Pending where nothing is confirmed.

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Documentation Audit

Check your own record

The most serious documentation error was:The correction required was:The person who should confirm the information is:The next project record that should be updated is:

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Consultant Hot Seat

Responding under pressure

You will be asked a direct question in front of the team. The goal is not a perfect answer. The goal is a credible one.

Response guidance

Pause
Answer the actual question
State what is confirmed
Identify what remains unknown
Explain the next action
Make a recommendation or request when appropriate

The pressure response I need to manage is:

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Two-Minute Briefing Prep

Prepare before you are called

Current statusWork completedConfirmed findingPrimary risk or issueCurrent responseNeeded action or decisionMy two-minute briefing

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Challenging Questions

The hot seat

Select the questions you were asked

My assigned question:My response:What I know:What I do not know:My next action or recommendation:

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Hot Seat Feedback

Score, adjust, repeat

1 = Not yet3 = Partly5 = Consistently

Answered the question directly

Separated facts from unknowns

Avoided guessing

Explained the next action

Used a calm professional tone

Made an appropriate recommendation

Strongest behavior:Improvement needed:Feedback received:My revised answer:The second attempt improved because:

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Day 2 Readiness Reflection

Before and after

Rate yourself as you felt at the beginning of today, then as you feel now. 1 = not yet, 5 = consistently.

Skill	Beginning of Day	End of Day
Reviewing work for client readiness
Separating facts from assumptions
Asking clarification questions
Communicating project status
Writing professional emails
Documenting decisions and actions
Raising risks appropriately
Responding under pressure
Receiving and applying feedback
Knowing when to seek lead review

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Personal Reflection

What changed today

The consulting behavior I improved today was:The activity that challenged me most was:The mistake I am less likely to make now is:One situation I now feel more prepared to handle is:One question I should ask instead of making an assumption is:One issue I would raise early is:One behavior that will build trust with my lead is:

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Consulting-Readiness Commitment

Sign your work

As an Oracle Conversion Consultant, I will not confuse speed with readiness or confidence with certainty.

I will verify my work, communicate what is known, identify what remains unknown, document commitments accurately, and ask for guidance before making decisions outside my authority.

I understand that the quality of my work affects the trust placed in me, my team, and the client relationship.

Participant name

Date

When I enter my first project team, they can trust me to:

I accept responsibility for every deliverable that carries my name.

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Day 2 Portfolio

Everything you built today

This is your Day 2 consulting-readiness portfolio. Each line reflects what you have completed in this workbook.

Client-ready reviewNot started

Evidence tableNot started

Revision recordNot started

Final client-ready decisionNot started

Trust AccountNot started

Situation classificationNot started

Ask, Act, or Escalate worksheetNot started

Four stakeholder updatesNot started

Internal Accenture emailNot started

Client follow-up emailNot started

Status reportNot started

Meeting summaryNot started

Decision logNot started

Action trackerNot started

Risk and issue logNot started

Open-question logNot started

Hot Seat briefingNot started

Readiness reflectionNot started

Consulting commitmentNot started

Continue to Day 3

Your responses save automatically in this browser. Download a copy before you close the workbook.

Page 41 of 41Next →

1

Day 3 Open

Reflection

One communication or documentation win from Day 2 I am proud of:

2

Agile + Scrum Fundamentals

The rhythm of a delivery team

Agile is a meeting rhythm and a set of expectations, not a certification. Learn the loop, learn what is expected of you in each ceremony, and you can contribute from week one.

The four ceremonies

Sprint Planning, the team decides what to tackle this sprint
Daily Standup, a fast sync: done, doing, blocked
Sprint Review, show the work, get feedback
Retrospective, what went well, what to improve

In my own words, what is expected of me in a daily standup:

The standup formulaWhat I completed • What I am working on • What is blocking me. Fifteen seconds. No storytelling.

3

Team Collaboration Expectations

Contributor, not observer

Contributor vs observer

Contributor: raises blockers early, updates the tracker unasked, asks the clarifying question
Observer: waits to be assigned, hides struggle, goes quiet in review

My honest personal observer risk (the one I need to watch), and what I will do instead:

Own the outcome. Communicate the status. Ask for help at 70 percent stuck, not 100 percent stuck. On a client engagement, your standup is your reputation in fifteen-second installments.

4

Agile Standup Simulation

Source Material

This activity uses the fictional SunCoast Energy Consulting Case File.

Every voice, live

You are a consultant on the SunCoast Energy data conversion engagement. The PM is stressed and moving fast. Draft your standup update from your role card, then deliver it.

My standup update (done, doing, blocked): What I changed between round one and round two:

5

Delivery Workflow + Escalation Judgment

Source Material

This activity uses the fictional SunCoast Energy Consulting Case File.

What Day One actually looks like

Knowing what to solve yourself, what to raise to your lead, and what goes to the PM immediately is a core consulting judgment. Map yours.

What I solve myself:

What I raise to my lead:

What goes to the PM now:

6

The Day One Simulation

Source Material

This activity uses the fictional SunCoast Energy Consulting Case File.

Everything, activated under pressure

You are a DTI consultant on Day One of a large-scale SunCoast Energy implementation. Five escalating challenges. Stay in character, use everything you built this week, and capture a quick note to yourself after each. Your facilitator is scoring, so give it everything.

My role in the simulation: Challenge 1, The Standup. My quick note to self: Challenge 2, The Client Email. What I did well, what I would change: Challenge 3, Missing Documentation. How I handled the gap: Challenge 4, The Difficult Teammate. How the conversation went:

7

Challenge 5: The Executive Walkthrough

Source Material

This activity uses the fictional SunCoast Energy Consulting Case File.

Executive presence, scored on METHOD

A five-minute status to a senior executive. This is the moment everything converges. After you deliver, rate yourself on METHOD again and see how far you moved since Tuesday.

1 = Not yet3 = Sometimes5 = Consistently

Memorable, I left them with one clear point.

Engaging, I held attention.

Thought-provoking, I made them think.

High-powered, I carried composed authority.

Original, I sounded like myself.

Dynamic, my energy carried the message.

Compared to Tuesday, the METHOD quality that grew the most:

8

Simulation Debrief

What just happened

What decisions did I make?

What would I do differently?

What skill saved me?

9

My Feedback Session

Capture it while it is fresh

During your one-on-one, write down what your facilitator names. You will want this on your first day.

Strengths my facilitator saw in me: My one specific growth action for my first engagement:

10

Communication Intelligence: Where You Landed

Post-assessment • See your movement

The same eight statements from Day 2. Rate yourself now, at the end of the week, and look at how far you moved. This is your growth, in your own hand.

1 = Not yet3 = Sometimes5 = Consistently

Read the Room

I can sense a stakeholder's mood and adjust before I speak.

I notice what an audience cares about, not just what I want to say.

Craft the Message

I can shape the same information differently for a peer, a PM, and an executive.

I lead with the point instead of building up to it.

Deliver with Presence

I stay composed when I am interrupted or challenged.

My voice and pace hold steady under pressure.

Manage the Response

I handle a skeptical or hard question without getting defensive.

I can recover gracefully when a delivery starts to go sideways.

Looking at Day 2 versus today, where did I grow the most?

11

What I Am Walking In With

Send-off

In one sentence, what I am walking onto my first engagement with:

This is yours to keep. When you walk onto your first DTI engagement and the room feels fast, come back here. Everything you practiced is on this page.

The DTI Prompt Method

D — Define the task. What must the AI produce or accomplish?
T — Tell it the context. What background does the AI need?
I — Identify the requirements. Audience, format, tone, length, limitations, success criteria.
Supporting ingredients inside the method: Role, Context, Task, Format, Constraints.

PAUSE Before You Prompt (the AI safety framework)

P — Permission. Is this AI tool approved by the organization and the client?
A — Anonymize. Have names, identifiers and sensitive information been removed?
U — Use the minimum necessary information.
S — Scrutinize the output. Facts, calculations, sources, assumptions, bias, omissions.
E — Escalate when uncertain. Project lead, security, privacy, legal or compliance.

Final Accountability Check

Is this information appropriate for me to share?
Would the client approve of this use?
Can I professionally stand behind the final output?

The CI Matrix

Read the Room, sense the audience and the moment
Craft the Message, shape it for who is listening
Deliver with Presence, hold the room while you say it
Manage the Response, steer what happens next

METHOD (executive presence)

Memorable Engaging Thought-provoking
High-powered Original Dynamic

The Email That Works

Subject that carries the ask
First line that states the point
Body that respects the scroll
Close with one clear action and owner

Status Update (even for hard news)

State it plainly
Show you understand the impact
Present the recovery plan
Make the ask. Never green-wash a yellow.

The Standup Formula

What I completed
What I am working on
What is blocking me. Fifteen seconds.

Escalation Judgment

Solve what is yours to solve
Raise to your lead what you cannot
Ask for help at 70 percent stuck, not 100 percent
Never fabricate to fill a gap. Flag it.

The one rule under all of it: if it is not documented, it did not happen. And AI amplifies who you already are, so bring your best.

Export Your Work

Two ways to take this with you. Save the full workbook, or download the condensed portfolio.

This condensed portfolio includes the professional commitments, feedback, assessments, and field-reference tools you will want after training.

Milestone	Planned Date	Current Status
Data extraction completed	July 15	✓ Complete
Initial transformation completed	July 22	✓ Complete
Validation Cycle 1	July 28	! Complete with issues
Defect review	August 3	● In progress
Validation Cycle 2	August 7	⚠ At risk
Client readiness review	August 10	● Scheduled
Final conversion rehearsal	August 17	○ Not started

Data Issue	Records Reviewed	Records Affected	Observed Error Rate	Current Owner	Status
Inconsistent date formats	25,000	3,750	15.0%	Unassigned	⚠ Open
Missing service-start dates	25,000	875	3.5%	Data Team	● Investigating
Duplicate customer accounts	25,000	425	1.7%	Conversion Team	⚠ Open
Incorrect account classification	25,000	625	2.5%	Business Team	! Reviewing
Missing communication preferences	25,000	1,250	5.0%	Client Operations	⚠ Open

The Day OneReadiness Workbook

AI 101

Welcome to the Cohort

The Assignment in the Room

Our Cohort Agreement

Set Your Intention

What Is AI? AI in Your Own Words

The Enterprise AI Landscape

My Current AI Environment

AI in the Consulting Workflow

The DTI Prompt Method

Oracle Conversion Consultant Prompt Library

My Saved Prompts

Choose, Customize, and Test a Prompt

Prompt Practice Lab: Round 1

The DTI AI Toolkit

PAUSE Before You Prompt

The Compliance Crossroads

Scenario 1 · Client meeting transcript

Scenario 2 · Testing artifact

Scenario 3 · Executive presentation

Three-Minute Client Briefing

Is This Client Ready?

Personal AI Use Agreement

Day 1 Debrief

Carry It Into Day 2

From Findings to Trust

Welcome to Day 2

Section 14: Is This Client Ready?

Reconstruct the Assignment

The Ten-Second Test

Evidence Hunt

Client-Ready Rubric

Mandatory Stop Signs

Revision Sprint

Challenge and Defend

Final Client-Ready Decision

From Student to Consultant

The Trust Account

Read the Situation Before You Communicate

SunCoast Classification Lab

Ask, Act, or Escalate

Communicate the Conversion Story

Four Stakeholders, Four Messages

Partner Feedback and Redo

Write Like a Consultant

Internal Accenture Email

Client Follow-Up Email

Email Peer Review

Status Without Spin

SunCoast Status Challenge

Defend the Status

Document What Actually Happened

Raw SunCoast Meeting Notes

Meeting Summary

Decision Log

Action Tracker

Risk and Issue Log

Open-Question Log

Documentation Audit

Consultant Hot Seat

Two-Minute Briefing Prep

Challenging Questions

Hot Seat Feedback

Day 2 Readiness Reflection

Personal Reflection

Consulting-Readiness Commitment

Day 2 Portfolio

Agile + Applied Learning

Day 3 Open

Agile + Scrum Fundamentals

Team Collaboration Expectations

Agile Standup Simulation

Delivery Workflow + Escalation Judgment

The Day One Simulation

Challenge 5: The Executive Walkthrough

Simulation Debrief

My Feedback Session

Communication Intelligence: Where You Landed

What I Am Walking In With

The Day One
Readiness Workbook

Your voice is an assignment,
not an accident.