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Many professionals already use AI for prompts and drafting, but do not know how to design agents that can perform repeatable work safely, reliably and within organisational AI governance requirements.
This hands-on, no-code course helps participants design, test and govern one useful human-led AI agent for their work, with clear context, instructions, permissions, evaluation checks, human approval points and accountability built in.
Participants leave with a practical Single-Agent Operating Brief and toolkit they can use to develop governed AI agent opportunities within approved organisational tools.
Objectives
This course will enable participants to:
- Identify and scope a useful single-agent opportunity
- Define agent requirements before developing instructions
- Create a context pack for more reliable agent outputs
- Draft reusable instructions or skill-style guidance
- Establish permissions, approval points, stop conditions and evaluation checks
- Assemble and test a first-version Single-Agent Operating Brief
Key topics
- What AI agents are and how they differ from prompts or chatbots
- Selecting valuable and safe first agent opportunities
- The AI Agent Operating System model and Human-Led Agent Toolkit
- Requirements, context engineering and tacit knowledge capture
- Reusable instructions, skills and common agent terminology
- Tools, plugins, connectors, MCP and memory in plain language
- Permission boundaries, approval points and stop conditions
- Agent evaluation, failure modes and human review
- The Agent Control Framework for responsible use
Who is this course for?
This course is for professionals who already use AI for drafting, summarising, researching or analysing and now want to design useful, repeatable AI agents for their work. It is designed for non-technical audiences, with no coding required, and can be applied using approved AI tools available within their organisation.
GOVERNMENT AND PUBLIC SECTOR
- APS officers and managers seeking practical, governed uses of AI agents
- Policy advisors and analysts who prepare research, briefings and recommendations
- Program and project managers managing reporting, coordination and stakeholder communication
- Communications and engagement professionals producing recurring content and updates
- Corporate services and operations teams managing structured knowledge work
PRIVATE SECTOR AND PROFESSIONAL SERVICES
- Managers and team leaders looking to improve repeatable team outputs
- Business analysts and process owners exploring AI-supported workflows
- Project, programme, change and transformation professionals
- Finance, HR, procurement and operations professionals with recurring work activities
- Legal, compliance and risk professionals seeking controlled AI support
- Knowledge workers and strategic advisors who want to move beyond one-off prompting
This course is delivered live by a certified facilitator using a highly practical, structured format. The day follows a 30/70 facilitation-to-activity ratio. Participants spend the majority of the day thinking, designing, and building, not watching.
Participants will:
- Work through a structured two-stage arc. Agent thinking in the morning, agent building in the afternoon
- Complete design exercises in the companion app before opening Copilot Studio, so every build decision is deliberate
- Build and test agents directly in Copilot Studio using their own professional scenarios
- Participate in facilitated peer review activities. Reviewing each other’s design canvases and governance cards
- Leave with five completed artefacts and a 30-day agent practice plan ready for immediate use
For group bookings, courses can be customised to suit your requirements and conducted onsite at your premises, at our training centre, or virtually.
Virtual training: Learn more about our virtual delivery.
BYOD REQUIREMENTS
This is an immersive, hands-on course. Participants must bring their work device with an active M365 Copilot licence.
Copilot Studio must be accessible through their organisational licence. Participants unsure of their Copilot Studio access should check with their IT team before attending.
Practical scenarios covered
Throughout the day, participants apply the agent design and build frameworks to real professional challenges drawn from their own work context. Scenarios are adapted by the facilitator to the professional setting of the cohort.
- Evaluate three real tasks from their role using the “Is this an agent job?” framework, identifying one strong candidate to build during the day
- Complete an Agent Design Canvas for their chosen scenario, defining purpose, audience, knowledge, guardrails and human anchor points, then peer review a colleague’s canvas
- Write a Five-Layer Agent Brief from their completed canvas, creating structured instructions ready for Copilot Studio
- Build and configure their first agent in Copilot Studio, ground it in a relevant knowledge source, and run a structured five-scenario test cycle
- Design and partially configure a second, complementary agent, then connect both in a workflow with a human approval gate
- Complete an Agent Governance Card for each agent, documenting ownership, review cycle, compliance status and success metrics
The five take-home artefacts
Every participant leaves with five completed artefacts built during the day from their own professional context. These are not templates, they are working documents designed to be used the following week.
Built during the day. Deployed beyond the day.
- Agent Design Canvas. A scoped, peer-reviewed design for an agent tailored to a task the participant owns
- Five-Layer Agent Brief. A structured instruction document ready to enter directly into Copilot Studio
- Configured Agent. A working agent built in Copilot Studio, grounded in organisational knowledge and tested against five scenarios
- Two-Agent Workflow Design. A connected, governed workflow with a human approval gate, partially or fully configured in Copilot Studio
- Agent Governance Card. An accountability document covering ownership, review schedule, compliance status, and success metrics for each agent built
This course does not have an exam.
On completion of this course, you will be awarded with a PM-Partners digital badge. These are widely accepted by leading organisations as recognition of specialist training and often shared on social media.
On the last day of training, you will be provided with a Digital Credential via the Credly Acclaim platform. This badge can be added directly to your LinkedIn profile and/or shared to your newsfeed, or other professional profile, to share your achievement with your network.
WHERE IS THE TRAINING VENUE LOCATED?
Sydney courses are held at 45 Clarence Street, Sydney.
Melbourne courses are held at 34 Queen Street, Melbourne.
Brisbane courses are held at 215 Adelaide Street, Brisbane.
I REQUIRE AN INVOICE BEFORE PAYMENT IS PROCESSED – CAN I STILL BOOK THIS COURSE ONLINE?
Yes. Simply select ‘invoice’ from the payment options during the checkout process and one of our consultants will be in contact to organise payment.
IS THIS A CERTIFIED COURSE?
No. There are no certifications or exams undertaken in this course. However, you do receive a Completion Certificate from PM-Partners group. Participants will also receive a digital badge.
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- Invoice: An invoice will be sent to you after you complete the booking. Payment is required 14 days before the course start date. If you're buying within 14 days, you need to arrange payment ASAP with a minimum of 72 hours before course start date.
