5-lesson course · about 2 hours

Protecting Client and Employee Data in AI Workflows

For Consultants, project leads, managers and professionals who turn information into plans, decisions and client work

Everything for Professionals

Stop guessing what you can paste into AI. Learn to classify sensitive data, map it to approved tools, and apply redaction checks to protect your account and your job.

Try lesson 1 freeSee what you’ll learn

What you’ll be able to do

By the end, you can…

Classify sensitive project informationDistinguish between protected and non-protected data categories. You will be able to identify specific client-confidential and employee HR records that must remain in secured environments.
Map data to approved AI toolsMatch specific data types against your company's approved tools and connection permissions. Use this map to choose the correct tool based on the classification of the information you process.
Apply simple redaction techniquesRemove sensitive identifiers from professional documents using practical redaction methods. You will learn to replace confidential data with generic placeholders before pasting into AI.
Execute pre-sharing verification checksPerform a final redaction check on your documents before they enter an AI prompt. This ensures no sensitive records are accidentally shared during the drafting process.
Build a personal security checklistDevelop a repeatable, written habit for verifying AI inputs. You will apply this checklist to every prompt to ensure a consistent standard of data protection across all client work.
Trace claims to approved sourcesVerify that AI outputs are supported by evidence before they leave your desk. This process allows you to identify data leaks and errors by tracing claims back to the original source.

How it works

A tutor that meets you where you are

  1. Adaptive lessonsThe course material is not static; it adjusts to your current skill level as you progress. Later lessons are written specifically for your level based on how you perform in earlier modules.
  2. Personal AI tutorYou have a dedicated AI tutor available for every lesson. You can ask for clarification or deeper examples at any time, using either typed messages or speaking out loud.
  3. Active recall toolsEvery lesson is paired with integrated quizzes and digital flashcards. These tools help you lock in the classification and redaction habits through repetitive, active practice.
  4. Progress trackingFollow your journey with a clear visual map of completed and remaining modules. Once you have mastered all the material, you receive a certificate of completion for your records.

Curriculum

The curriculum

This 2-hour focused course moves from data classification to a permanent verification habit.

Module 1Classifying and Mapping Project Data2 lessons

  1. 1Classifying Sensitive Project Information
    • Classify project information into protected and non-protected categories
    • Identify specific types of client-confidential and employee HR data
  2. 2Mapping Data to Approved AI Tools
    • Map specific data types against approved company tools and connection permissions
    • Choose the correct tool based on the classification of the information being processed

Module 2The Redaction and Verification Habit3 lessons

  1. 3Simple Redaction Techniques
    • Apply simple redaction techniques to remove confidential or HR data
    • Replace sensitive identifiers with generic placeholders
  2. 4Pre-Sharing Verification Habits
    • Develop a personal check-list for verifying that no sensitive records are included in AI prompts
    • Perform a pre-sharing redaction check on professional documents
  3. 5Tracing and Verifying AI Outputs
    • Identify the risks of data leaks and errors when tracing claims back to approved sources
    • Verify that AI outputs are supported by evidence before they leave the desk

Who it’s for

Made for you if…

Made for: Consultants, project leads, managers and professionals who turn information into plans, decisions and client work

External Consultants

You manage high-stakes client accounts where a single slip with confidential records could cost you the contract. You need a reliable system to determine exactly what can be pasted into AI without compromising your client's trust or your professional reputation.

Project Leads and Managers

You oversee teams using AI and must ensure that sensitive employee and HR data stay out of unapproved connections. This course helps you establish a consistent redaction and verification habit that your team can follow to avoid costly data leaks.

Business Analysts

You handle large volumes of project information and often use AI for synthesis and summaries. You need a practical way to map specific data types against approved tools and verify that AI outputs are traced back to approved sources before they leave your desk.

Questions

Good to know

Will this course teach me how to write better AI prompts?

No. The curriculum is focused specifically on the security side of AI use, such as data classification and redaction. Advanced prompt engineering is excluded to keep the focus on protecting confidential information.

Do I need to be an IT expert or know how to configure security software?

No. You do not need to learn enterprise-grade security software configuration. The course teaches simple, manual redaction techniques and personal verification habits that any manager or consultant can apply.

Will I learn how to draft legal NDAs for my clients?

No. The legal drafting of NDAs is outside the scope of this course. Instead, you will learn how to map your project information against the tools and connections that have already been approved by your organization.

Does the course cover how to handle employee and HR data?

Yes. A core part of the curriculum is identifying specific types of employee and HR data. You will learn how to classify this information and apply redaction checks to ensure it stays out of unapproved AI tools.

What is 'tool-mapping' and why is it included?

Tool-mapping is the process of matching specific types of data against your company's approved AI tools and connection permissions. This ensures you choose the correct tool based on whether the information you are processing is protected or non-protected.

How does the course help me prevent errors in the final AI output?

You will learn to trace AI claims back to approved sources. This process helps you identify the risks of data leaks and ensures that AI-generated outputs are supported by evidence before they leave your desk.

Will I get a system to check my work before I share it?

Yes. You will develop a personal pre-sharing verification checklist. This habit allows you to perform a final redaction check on professional documents to verify that no sensitive records are included in your prompts.

Can I use this if I am a project lead or a manager?

Yes. The course is specifically designed for consultants, project leads, and managers who use AI for client work. It provides a consistent system for identifying and protecting confidential data in professional projects.

Secure your AI workflow

$47

One payment · lifetime access

  • Framework for classifying client-confidential and HR data
  • Method for mapping data types to approved AI tools
  • Practical redaction techniques for professional documents
  • Personal pre-sharing verification checklist
  • Process for tracing AI claims back to approved sources

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Refunds: Full refund if you ask before you open your first lesson. Once you’ve started, purchases aren’t refundable, except where the law gives you that right.

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