AI Management Program 2027 · G2 · 8 lessons
Processes: process is not sacred
Putting an agent into a process designed for people in another era only delivers the mistake faster. In eight lessons, you choose the first process, map what really happens, cut what exists out of habit, decide who does each step, measure before changing anything, and version the change. It ends with the current × future canvas approved by a rubric.
- 815- to 20-minute lessons
- 18exercises with "done when"
- 22templates to copy
- 1simulated conversation with the owner
The 6 courses in the program
Suggested order: G0 → G2 → G3 → G4 → G1 → G5. G1 (people) can run in parallel, and if you work in HR, you can start with it. All six are already published.
G0 · entry point · publishedThe agentic company and the 2027 managerWhat changed in management, what the consultancies say, Brazil, your career and your first process.Open the course 
G2 · processes · you are hereProcesses: process is not sacredTake the process apart before automating it: eliminate, simplify, redesign, and decide who does each step.Open the course 
G3 · agents · publishedAgents: hire, delegate, and superviseRole, delegation, constitution, authority limit, progressive trust, agent team, and exception queue.Open the course 
G4 · resources · publishedResources: models, data, and budgetChoose a model for each case, take care of context and company knowledge, and measure cost per result.Open the course 
G1 · people · publishedPeople: leading the hybrid teamWhat stays with people, the conversation about change, the junior who supervises agents, and team training.Open the course 
G5 · wrap-up + final project · publishedGovern, measure, and evolveOwners, permissions, and records; evaluation with indicators; one LOOP-R cycle and the program's final project.Open the course
The lessons
In the order a manager redesigns a process: doubt it, choose which one, map it, cut it, distribute the steps, measure, and version. Lesson 8 brings it all together on the canvas.
Lesson 1 · 15 minDon't speed up the old processThe owner of Horizonte wants the sales agent to handle billing too, doing the same thing the team does today. It looks like the safe path. It isn't: a process designed for people to pass paper from hand to hand, run by an agent, just delivers the same error faster. This lesson teaches you to look at each step and ask why it exists.
Lesson 2 · 15 minChoosing the first processCarlos wants the agent in finance, from invoicing to collections; one salesperson already pastes the customer spreadsheet into a personal chatbot; the support summary runs on its own at 6 p.m. Each one started from a different side, and nobody chose. In this lesson you compare the candidates by value, feasibility, and risk, choose one, write down why not the others, and define the scope.
Lesson 3 · 20 minMap what really happensAsk three people how an order becomes an invoice and you hear three different processes, all prettier than the real one. The map that works for redesign comes from following real cases: the normal path, the detours, who decides what, and how long each thing takes. In this lesson you build that map on one page.
Lesson 4 · 20 minEliminate, simplify, redesignWith the map in hand, the temptation is to pick the slowest step and put an agent on it. Before that come three verbs, in this order: eliminate what doesn't need to exist, simplify what's needed but too big, and redesign what's in the wrong place. In this lesson you take apart Horizonte's process and talk with Carlos, who wanted to skip all of this.
Lesson 5 · 20 minWho does each stepAfter the redesign, eight steps are left at Horizonte. The question now is not "where do I put the agent?" but: who does each one? A person, a simple rule in the system, an agent, an integration, or someone (or something) operating the screen. Each answer has a different cost, risk, and upkeep. In this lesson you decide step by step, with the reason written down.
Lesson 6 · 20 minBaseline and targetEvery Monday Carlos opens the agent's dashboard and says: "look how it's climbing!" It really is climbing. But the dashboard started counting the day the agent came on board, and it only shows volume. Without the before, any rise looks like a win, and any redesign has no proof. In this lesson you pick three indicators with a denominator and record today's value before you change anything.
Lesson 7 · 15 minA process with a versionAt Horizonte, the process changes when someone complains loudly: a scare created the check of every order, and nobody wrote down when or why. Software does not change like that. It has a version number, a record of each change, and a tested way to go back. In this lesson you treat the process the same way and record the move from version 1.0 to 2.0.
Lesson 8 · 20 minProject: the redesigned process + What changedThe pieces are ready: the choice, the map, the redesign sheet, the executor chart, the indicator sheets, and the change record. The course project pulls it all together on one page, the current × future canvas, runs it through a rubric, and sends it for the signature of whoever answers for the process. At the end, what changed in the market, with date and source.
Who it's for
- 1Area managers, owners of small and midsize businesses, and operations leaders who are about to put AI agents into a process, or already did and can't say whether it got better.
- 2If you don't code and don't want to: here you decide what the process should be. Building the agent or the integration is another course.
- 3If you've heard "just have the AI do it the way we do it" and suspect that's not the way.
What you'll be able to do
- 1Choose the first process by value, feasibility, and risk, and say in writing why not another.
- 2Map the normal path, the detours, the decisions, and today's measures from cases you followed.
- 3Cut, simplify, and move steps before automating, and decide who does each one that's left.
- 4Measure before changing anything, with a denominator, and record each change along with the way to roll it back.
The case that runs through the course
- 1Horizonte Distribuidora, a 40-person fictional study company that distributes cleaning products in the interior of São Paulo.
- 2You play Patrícia Lima, sales manager. The process is the order that arrives through WhatsApp and goes all the way to the invoice. The owner, Carlos, wants to put the sales agent on invoicing too, just as the process stands.
- 3Every lesson has one practice at Horizonte and another on your own process. The map from lesson 3 and the canvas from lesson 8 are for your real work.