# AI Workflow Training: Build an Internal Lead and Backup: worksheet

Prepared September 14, 2026. Adapt to your own process. Do not include secrets or private customer records.

## Working record

Use this record for the lead and backup independently. The trainer should observe without taking over every uncertain step. Record whether the learner found the correct source, recognized the relevant boundary, and left the queue in a clear state. If the same difficulty appears repeatedly, investigate the interface and instructions before prescribing more practice.

| Field | Your working note |
|---|---|
| Learner and role | Fill in for your business |
| Workflow version | Fill in for your business |
| Normal-path exercise | Fill in for your business |
| Source verification exercise | Fill in for your business |
| Plausible-error exercise | Fill in for your business |
| Missing-information exercise | Fill in for your business |
| Escalation handoff | Fill in for your business |
| Pause and recovery exercise | Fill in for your business |
| Independent readiness result | Fill in for your business |
| Follow-up practice owner | Fill in for your business |

Use the notes to identify the next decision, not to create an appearance of completeness. Mark unknowns openly, assign an owner, and attach a safe evidence reference where appropriate. Do not put passwords, customer records, or private correspondence in a worksheet that will be shared widely.

Review the completed sheet with someone who actually performs the work. Ask them to walk through one ordinary example and one exception using only the recorded instructions. Update the unclear parts, then save a dated version. That small exercise turns a planning template into a practical operating artifact and gives future reviewers a clear starting point.