Day 1: Framing Research Questions and Evidence Needs

Research Scope and Decision Purpose

• Review criteria for research scope
• Reusable templates for repeated tasks
• Version control for generated documents
• Reference materials supporting accurate drafts

Source Types and Reliability

• Performance signals around source types
• Tone matched to audience needs
• Output standards for professional documents
• Task context before AI assistance

Search Strategy and Query Design

• Control boundaries around search strategy
• Human oversight before external release
• Approval steps for sensitive outputs
• Sensitive information needing protection

Day 2: Using AI for Research Synthesis

Evidence Discovery and Extraction

• Validation checks for evidence discovery
• Workflow steps suitable for automation
• Source verification prior to professional use
• Fact checks prior to publishing content

Comparing Sources and Claims

• Application limits around comparing sources
• Iteration based on observed errors
• Explicit task and desired output
• Sensitive data excluded from prompts

Structured Synthesis and Summaries

• Review criteria for structured synthesis
• Structured formats for reusable outputs
• Reusable prompt patterns for common tasks
• Verification tests before accepting outputs

Day 3: Verifying Information Before Use

Claim Checking and Triangulation

• Performance signals around claim checking
• Prompt boundaries limiting unsupported claims
• Instruction hierarchy and explicit constraints
• Human oversight for high-impact outputs

Citation and Source Traceability

• Performance signals around source traceability
• Examples showing acceptable response patterns
• Reference material supporting prompt accuracy
• Context limiting ambiguity in prompts

Research Verification Checklist

• Review criteria for research verification checklist
• Oversight roles across the lifecycle
• Human oversight at high-impact decisions
• Escalation paths for failed controls

• Case analysis examining source types in workplace decisions
• Simulation testing comparing sources under operational pressure
• Guided exercise applying claim checking to workplace cases
• Group review evaluating research verification checklist against evidence