AI Workshop Discovery - Gehad El-Sobky

1Participant & Role

2How Your Work Happens Today

3Friction, Decisions & Cross-Functional Work

4AI Use & Readiness

5Desired Outcomes

Name (optional)

Department / Function *

Job Title / Role *

Years of Experience

Less than 1 year
1–3 years
4–10 years
More than 10 years

Which best describes your role?

Individual contributor
Team lead / Supervisor
Manager
Senior leadership

List your 3–5 main tasks or responsibilities (the things that take up most of your week): *

Which of these tasks are the most repetitive or time-consuming? What makes them repetitive or slow? *

Choose one or two recurring tasks that matter most. For each one, briefly describe: *

What information or input you start with; what you do with that input; what output you are expected to produce; and who receives, approves or uses the output.

Which tools do you use most often in your work? Select all that apply.

Microsoft 365
Google Workspace
Excel / spreadsheets
ERP
CRM
Power BI / dashboards
Email
Teams / Slack / WhatsApp
Other

Other tools

Where do you lose the most time during your work? Select all that apply.

Searching for information
Writing or rewriting
Preparing reports
Reviewing documents
Data entry
Following up with people
Meetings
Comparing information
Creating presentations
Analysis
Approvals / waiting for input
Other

Which tasks take longer than they should? Why? *

Which tasks are most likely to require rework, corrections or repeated review?

Is there a task you regularly avoid, delay or dislike doing? What is it, and why?

What decisions do you make regularly as part of your role, and what information do you need before making them?

Are there tasks or decisions that depend heavily on one experienced person because the know-how is not well documented?

Yes
No
Not sure

If yes, please give one example.

Skip if not applicable.

Which tasks require information, approval or input from another department or function? *

Where do delays, missing information or misunderstandings usually happen in those handoffs?

How often do you currently use AI tools as part of your work?

Never
Occasionally
Weekly
Most working days

Which AI tools do you currently use, and what do you use them for?

How confident do you currently feel using AI tools for work?

Not confident yet
Somewhat confident
Confident
Very confident

Does your work involve sensitive or confidential information that should not be entered into external AI tools?

Yes
No
Not sure

Does your company have restrictions or guidance about using external AI tools?

Yes
No
Not sure

What would you like AI to help you with in your job? *

What should become faster, easier or more accurate after the workshop? *

What outcomes would make this training valuable for you? *

Is there a real task, document, report or workflow you would like us to consider as a workshop case?

Is there anything else you would like the trainer to know about your role or ways of working before the session?

Client / Organization Reference

Workshop Reference

Submission Status

Submission Date / Time