For business / Organizations
Crawl before you run
Your organization isn’t using AI yet. That puts you in a better spot than the groups that bought a tool and hoped. We start with rules, a trained staff, and one project that proves the value.
Who this is for
Organizations that answer to members, donors or a board, and need to get AI right the first time.
- Member organizations, associations and unions that collect dues and answer to members for how they spend them.
- Nonprofits and professional groups with a small staff doing far more than their headcount suggests.
- Organizations at zero. Nobody has set rules, nobody has been trained, and a few people are quietly using ChatGPT on their own.
- Groups with information that must stay private, like member records, negotiations, grievances or donor files.
The hard part is rarely the software. It’s the rules, the habits, and the people.
That’s the part I do.
Why most organizations stall
Most of it has nothing to do with which AI tool you pick.
- They buy a tool and call it a plan. Licenses get handed out, a few people try it, and six months later nothing about how the work gets done has changed.
- Nobody wrote the rules. So careful staff avoid AI entirely, and less careful staff paste in things that should never leave the building.
- Nobody owns it. It isn’t anyone’s job, so it doesn’t happen.
- They can’t show what it got them. When the board or the members ask, there’s no number to point to.
How it works, phase by phase
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Phase one
Crawl: get ready
- A readiness assessment. Short interviews with staff and leadership to see where the hours go and where AI would help.
- A plain-English AI use policy. Which tools are approved, what never gets typed in, and who to ask when you’re unsure.
- A hands-on staff workshop. Half a day, everyone on their own laptop, working on their own real tasks.
- A ranked list of opportunities, with the first pilot picked and a way to measure it.
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Phase two
Walk: prove it
- One pilot on one tedious job. Drafting member communications, summarizing meetings, or answering the questions members ask every week.
- We track the hours saved. That number is what you show your board.
- We fix what breaks before anyone rolls it out further.
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Phase three
Run: grow it
- Expand what worked to more teams and more tasks.
- Member workshops as a benefit, so members see their dues doing something for them directly.
- Help choosing a bigger platform, if you ever want one. I write the requirements and sit in on the vendor demos.
What you leave with after phase one
- A written AI use policy your staff can actually follow
- A staff that knows how to use AI safely, on their own work, not a demo
- A ranked list of opportunities with the effort and payoff of each
- A pilot plan with a clear way to measure it
Everything I write for you is yours to keep and change.
The details
- Phase one takes four to six weeks. Each phase after that is its own decision.
- On-site in Central Florida, remote, or we travel to you. Travel inside Central Florida is included. Beyond that, travel expenses are billed separately.
- Workshops hold up to 25 people. Larger staffs get more than one session.
- Vendor neutral. I don’t sell software or take referral fees, so my advice isn’t tied to a product.
- Fixed price per phase, quoted in writing before anything starts.
A policy staff will actually read
One page, written around your work. Staff know what’s fine, what to check first, and what never goes in.
Go ahead
Drafting newsletters and member updates from your own notes
Summarizing public documents and meeting notes without names
Rewriting your own emails to be clearer
Ask first
Anything with a member’s name attached
Using a tool that isn’t on the approved list
Anything sent out under the organization’s name
Never
Member records, Social Security numbers, or financial account details
Negotiation strategy, grievances, or legal matters
Passwords or login details of any kind
Example with made-up details. Your policy is written around your work.
Why Grit & Agency
Renee Seltzer, founder. Orlando.
- 28 years in education technology. My career has been teaching people to use new tools well, long before AI.
- I’ve sold training into organizations. At Brown University I built leadership development programs for companies. I know what a board needs to see before it says yes.
- Plain English. No jargon. Your staff leave knowing what to do on Monday.
- Sized to start small. Phase one is easy to approve and easy to explain to your members.
How it starts
- Tell me about your organization. Six questions, about two minutes.
- Pick a time for a 30-minute call. You tell me what prompted the interest and who needs to sign off.
- A written proposal within a week. One page, one price, clear deliverables for phase one. No obligation beyond the call.
Request an intro call
Looking for a class for yourself? Start with the 90-minute intro class. Calls are for organizations only.
Before you book
- Want to start on your own? The free simple AI use policy guide walks you through the first draft.
- Just need a training day for your team? See Team adoption day.
- Looking for a perk for your employees? See The employee benefit day.
Questions
Do we need to buy software first?
No. Most organizations already have what they need for phase one. If a purchase makes sense later, I help you choose it.
Will this put member information at risk?
The policy comes first so that it doesn’t. Staff learn what never goes into an AI tool before they learn anything else.
We’re funded by dues. How do we justify the spend?
Start with phase one, which is small and fixed price. The pilot in phase two gives you a number of hours saved to report back. Member workshops in phase three give members something they can see.
Do you build custom AI software?
No. I help you set up and use the tools that already exist, and I’ll help you judge any vendor who offers to build something custom.
Our board has to approve this. Can you present to them?
Yes. Presenting the proposal to your board or executive committee is included.
How soon will we see results?
Staff start using AI on their own work the day of the workshop. The pilot shows measurable results within a few weeks of starting.