Creating an AI roadmap: How to effectively integrate artificial intelligence into the operations of a non-profit club

Webinar Summary

Why is AI valuable for non-profits

It’s a powerful solution for capacity constraints and increasing complexity of non-profit work.

Key points

• AI is a pattern finder. Think of it as auto-complete on steroids.

• Using it successfully depends on defining workflow and giving it the right prompts.

• Treat it like a genius student. Give it clear tasks, keep a “human in the loop”, and don’t just copy and paste what it generates.

• Don’t use it for tasks that require lived experience. These are the jobs humans tend to enjoy more and are better at.

• AI is best at the “3R” tasks: Routine. Rules-based. Repetitive.

• Always use paid AIs, particularly if you are using proprietary or personal information.

4 steps for implementing AI

1. AI use policy. Develop an organizational plan for the kinds of tasks you can use AI for and what data it can use. 

   1. Transparency is important when the audience is expecting work done by a human, particularly creative tasks.

   2. Always use paid AI. These keep data and information internal.

   3. Colour code data for AI use. Green okay, yellow needs human permission, red never.

2. Workflow mapping. To understand how best to incorporate AI, map out the workflow for every job it will take on. It may require rethinking the usual workflow to better include AI. Remember to retain human supervision. 

3. Build Agents. AI Agents (also known as Agentic AI) are personalized micro-AIs you develop and feed parameters and information to. It’s a time saver: once you have trained your Agent, it is easier to use for similar tasks in the future. An example is a Social Media Agent. Input example posts and details about your club and it will provide on-brand social content in the future without the need to provide detailed prompts.

   1. All major AI providers have Agents.

   2. Requires a paid plan.

   3. Create one for each job or role.

   4. Teach it by telling it what data it can use, how you want it to think, etc.

      1. Think 5Ws+: Who, What, When, Where, Why + How

4. CREATE  better prompts. A prompt is the instructions you feed into the AI or Agent. AIs are only as good as your prompts, so learn to write them well. A good rule of thumb is to use the acronym CREATE: Character, Request, Examples, Additions, Type, Extras

Character: Define the role the AI assumes.

Request: The main prompt/instructions.

Examples: Providing sample data to guide the AI.

Additions: Refine the task with constraints.

Type of Output: Format requirements.

Extras: Any further information.

10 AI Realities to Remember

1. Al is excellent at summarizing but poor at human nuance

2. AI is linguistic, not logical. Al struggles with math, hyperlinks and memory

3. Al "Hallucinates" facts confidently. Always fact-check its work

4. Garbage In, Garbage Out: Vague instructions lead to useless results

5. Al + Tools = Agents. Agentic Als use "Tools" (devices, software etc) to overcome LLM limits

6. No Accountability: You are responsible for the output

7. Privacy is Paramount: Never upload Personally Identifiable Information (PI)

8. Bias Exists: Can be US-centric unless grounded in BC standards and data

9. Context is King: Quality output depends on your prompt (see CREATE)

10. Think of AI as a co-pilot. Always have a “human in the loop” to check work before using it

Speaker

Brett Price, founder of AIQ Group, price@aiqgroup.ca

• AIQ develops AI training for small businesses, non-profits, and community organizations. Its AI Learning Series is a self-paced program designed to develop AI concepts and apply them in a variety of industries and roles. Brett is available for AI training, Agent creation and general AI consulting.

Links, discount code and more information

Find a copy of Brett’s presentation and more resources here.

Use the discount code ORCBC90Day for a 50% discount on any course (must be redeemed in 90 days of webinar date).

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