AI Management Program 2027 · G4 · 8 lessons
Resources: models, data and budget
The vendor shows you what each call costs. The manager needs to know what each result costs. In eight lessons, you calculate the cost per completed task, choose the model based on your own cases, organize the knowledge the agent reads, give the tools the minimum access, find the shadow AI, plan your exit from a vendor, and build a budget and estimated ROI without promising savings.
- 815 to 20 minute lessons
- 18exercises with "done when"
- 19templates 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 · front door · publishedThe agentic company and the manager of 2027What changed in management, what the consultancies say, Brazil, your career and your first process.Open the course 
G2 · processes · publishedProcesses: a 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 superviseJob role, delegation, constitution, authority limit, progressive trust, agent team and exception queue.Open the course 
G4 · resources · you are hereResources: models, data and budgetCost per completed task, the model chosen from your own cases, context with an owner, tools with minimum access, budget and exiting the vendor.Open the course 
G1 · people · publishedPeople: leading the hybrid teamWhat stays with people, the conversation about change, the junior who supervises agents and training the team.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
First the math (what the result costs), then each resource that goes into it: the model, the knowledge, the tools, what the team already uses on the side, and the vendor. Lessons 7 and 8 bring it all together in the budget and the area's resource plan.
Lesson 1 · 20 minHow much it costs to produce the resultThe vendor's dashboard says each Hora conversation costs R$ 0.31. That sounds cheap, and it's the wrong number to decide with. The manager needs to know what each request that reaches billing correctly costs: the invoice, the tools, the hours of whoever reviews, and the rework. In this lesson you do that math for Hora and for one of your own processes.
Lesson 2 · 20 minChoose a model for the jobEvery month a ranking comes out saying which model is the best. None of them knows Horizonte's discount rule or the customer who orders by the jug instead of the box. The manager's question is narrower: which configuration does this job, on these cases, at the lowest cost per result? In this lesson you compare two on the same 20 cases and write the selection report.
Lesson 3 · 20 minCompany knowledge as an assetOn Monday morning, Hora quoted the detergent at September's price. It wasn't the model's mistake: the new price table and the old one were in the same folder, and nobody owned either one. The agent knows what the company wrote for it. In this lesson you organize that knowledge as an asset: each document with an owner, a version and an expiry date.
Lesson 4 · 20 minTools and integrationsPatrícia asked the email assistant to "clean out the spam." It deleted 112 emails and emptied the trash. Hours later, it confirmed payment details to a supposed supplier; the next day, it sent the price list to 640 contacts. That power came as the tool's default. In this lesson, you write the contract that limits each tool to the minimum.
Lesson 5 · 20 minShadow AIRafael's official list has eight tools. The internal survey (22 of the 40 people answered) found four more: an extension that reads emails from finance, an app that records client visits, a free chatbot with the client spreadsheet, and an add-on with access to the whole Drive. Nobody acted in bad faith. In this lesson you build the inventory and decide what stays.
Lesson 6 · 20 minVendor and lock-inAI tools get discontinued, change prices and change rules within months. Whoever finds out on the day of the notice pays more. Lock-in is being stuck with a vendor because leaving costs too much. In this lesson you separate what belongs to the company from what belongs to the vendor, write the exit triggers, and build the switch plan before you need it.
Lesson 7 · 20 minCompute budget and ROI"Look how it's climbing! The agent is paying for itself." Carlos said this while looking at a dashboard that started counting the same day Hora came on board. Nobody measured the before. In this lesson you build the monthly budget with a cap and the estimated ROI in three scenarios, and you practice the conversation where the owner asks for a savings number and you answer without making promises.
Lesson 8 · 20 minProject: the resource plan + What changedThe owner won't read seven documents. They'll read one page: which model, which knowledge, which tools, how much it costs per month and how to get out if the vendor changes. The project is the area's resource plan, with the pieces from lessons 1 to 7 behind it, approved by a rubric and signed by someone who didn't write it. At the end, what changed over the quarter.
Who it's for
- 1Area managers, owners of small or mid-sized companies, operations or HR leaders who already have, or soon will have, AI agents on the team.
- 2People who don't code and don't want to: here you manage the agent. Building an agent is a different course.
- 3People who sign off on the agent's invoice, or will have to explain to the owner what it costs and what it returns.
What you'll be able to do
- 1Calculate the cost per completed task, including human time and rework, and not just the price per call.
- 2Choose the model by comparing two configurations on your own cases, with a selection report and an alternative.
- 3Keep the knowledge the agent reads with an owner, a version and an expiry date, and give the tools only the access the task requires.
- 4Build the monthly budget, the estimated ROI in three scenarios and the exit plan for a vendor.
The case that runs through the course
- 1Horizonte Distribuidora, a fictional study company of 40 people that distributes cleaning products in the interior of São Paulo.
- 2You play Patrícia Lima, sales manager, who is responsible for Hora, an agent that sells over WhatsApp. The process is the order that comes in through WhatsApp and goes all the way to invoicing.
- 3The failures planted in the lab (the email assistant that deletes without asking, the tools IT doesn't know about, the dashboard with no baseline) become management problems. Every lesson has one practice on Horizonte and another on your own process.