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Proposal · Prepared for Steve Scully, Director of Operations · Dorchester Bay EDC

Leadership AI Literacy Pilot

Prepared by Mariya Yurukova, Charity Search Group · September 2026 · Private link, not for distribution

Steve, thank you for the conversation on Monday. This page lays out what we heard, how we'd approach it, and three ways to scope it. Pick a tier, toggle any add-ons, leave comments wherever you'd like something different, and send it back. Nothing here is final until you say so.

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What we heard

The goal is AI literacy first — a leadership team of about ten, before anything organization-wide.
People are already using AI, mostly as a smarter search box. Some are building agents; many have no idea that's possible.
Copilot is the current sanctioned tool, but the training should be platform-agnostic — the tool may change by January.
The questions that matter: what makes a good prompt, what's safe to put in, and which workflows are worth it.
An organizational AI policy is the eventual destination, not the starting point.
Culture is mixed. Innovation is a stated pillar; some of the team feel they already have too many tools.
You want to start in Q4, skip December, and finish in early 2027 if that's what the work needs.
Budget is open, you're comparing a few firms, and you'd rather see options than a single number.

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How we'd approach it

This is the second of the three options we described on the call: assess first, then teach, then document. It's more involved than a workshop series and it's the one that produces something you can act on afterward.

SurveyShort baseline survey to all ten participants: current use, comfort, worries.Week 1

InterviewsOne-on-one Zoom conversations, 45 minutes each. This is where the unsaid comes out.Weeks 2–3

WorkshopsTwo 2-hour virtual sessions: prompting fundamentals and safe use, then workflows built on your own examples.Weeks 4–6

SOPs & reportWritten operating procedures for three flagship use cases, plus a traffic-light report: what's working, what needs attention, what's on fire.Weeks 7–9

DebriefGroup session on risk and boundaries — where AI is welcome, where it isn't (hiring, for example), and how far the organization is willing to go.Week 10

Why virtual by default. Interviews are better on camera one-to-one than around a table — people are franker. Two shorter workshops hold attention better than one long afternoon, and they can be scheduled around your team's calendar rather than a travel date. The money that would go to travel goes into a third SOP or the adoption review instead. If you still want an in-person day, it's an add-on below and we'll make it work.

Comment on the approach

Three ways to scope it

All three are flat fees, all virtual. The middle one is what we'd recommend based on the call. Click a tier to select it.

Baseline

$11,500

Baseline survey
Ten one-on-one Zoom interviews
One 3-hour virtual workshop
Traffic-light report with recommendations

Honest note

Tells you where you are. Doesn't leave you with operating procedures.

Recommended

$17,500

Everything in Baseline
Two 2-hour virtual workshops instead of one
Group debrief on risk and boundaries
Three written SOPs (e.g. finance, client intake, communications)
Post-training survey to measure the shift

Best for

Exactly what you described: literacy, safe use, and a foundation for policy.

Embedded

$24,500

Everything in Recommended
Hands-on prompting lab (90 min, platform-agnostic)
Up to three additional SOPs (six total)
Two leadership office-hours calls in Q1 2027
90-day adoption review with report addendum

Best for

If you want the change to stick without a second engagement.

Add-ons

In-person delivery of workshops (Boston)plus travel at cost + $4,500 One additional SOPbeyond what the tier includes + $1,500 Hands-on prompting lab90 minutes, platform-agnostic + $2,500 90-day adoption reviewre-survey + report addendum + $3,000

Your selection
Recommended, no add-ons $17,500

Flat fee. No hourly overages. Travel, where applicable, billed at cost with receipts. If all you want is a single introductory workshop, say so in the comments — that's a smaller engagement and we'd price it as one.

Comment on scope or pricing

Timeline

Built around what you told us: start in Q4, don't fight December, finish when the work is done.

Late SeptProposal approved, participants confirmed, survey sent

OctoberInterviews complete · Workshop 1

NovemberWorkshop 2 (before Thanksgiving) · SOP drafting begins

DecemberQuiet month. We write; you don't need to show up.

JanuaryReport and SOPs delivered · Debrief session

Feb–AprOffice hours and 90-day review, if selected

Comment on timing

How we'll know it worked

You asked about this directly, so here's the honest version. Training effects are slow and easy to overstate. We measure three things:

Pre/post survey. Same questions before and after. Shows the immediate shift in comfort and knowledge.
Adoption of recommendations. The report ends with a specific list. At 90 days we check how many were actually done. (Included in Embedded; an add-on otherwise.)
Whether the SOPs are in use. A procedure nobody follows isn't a result. We'll ask.

What we won't do is claim hours saved or dollars returned. Nobody can measure that honestly at this stage, and you'd be right not to believe us if we tried.

Who you'd work with

Mariya YurukovaEngagement leadFounder and CEO of Charity Search Group. Leads the interviews, the debrief, and the report. Nonprofit-only practice; 130+ senior placements and a long list of leadership transitions.

HusaniAI practice, workshopsDesigns and delivers the workshop and lab content. Works across Copilot, ChatGPT, Claude, and Gemini daily, which is why the training won't lock you into any of them.

JenSOP documentationTurns interview findings into written operating procedures your team will actually follow — plain language, one page where possible.

A2 Digital and Talent Echo Advisory Group are affiliated companies of Charity Search Group. If the engagement moves toward AI implementation, that work may be delivered through A2 Digital and we'll say so explicitly.

Send it back

Three quick questions, then one click. Your tier and add-on selections above come with it.