In this page
Why attend this course?
Our story with AI
Who should attend?
What will I learn?
Topics covered
Delivery format
Pricing and how to book
Workshops and consultancy options
Contact us
This course enables people managing a documentation project to use AI to manage the project more effectively.
It helps documentation project managers use AI for strategic advantages, so they can transform traditional workflows into efficient, high-quality, and scalable documentation operations.
The course looks at ways of using AI to accelerate documentation creation, improve quality, enable collaboration, and integrate AI directly into their content workflows and pipelines.
This is an instructor-led course, delivered via Microsoft Teams. Participants will learn through lectures, demos, exercises, and group discussions. During the course, you’ll be able to see how others have completed the exercises.
Next public course: 17/18 June 2026
Why attend this course?
Documentation managers are facing an almost impossible challenge: stakeholders demand faster delivery and higher quality, while teams are overwhelmed with manual, repetitive tasks.
Traditional project management approaches often can’t keep pace with modern documentation demands.
This course transforms how you manage documentation projects by using AI to:
- Lead AI-powered documentation projects with confidence. You’ll gain a robust project management framework tailored for AI-augmented documentation initiatives, from scoping to delivery.
- Maximise productivity and quality simultaneously.
- Learn how to apply AI tools selectively, automating routine tasks while safeguarding clarity, accuracy, and user focus.
- Save time through intelligent automation.
- Scale your team’s capacity without adding headcount.
- Eliminate repetitive tasks that drain your team’s creative energy.
What makes this course unique:
- You don’t just learn how to “use AI”, you learn how to manage complex documentation projects that incorporate AI as a core component.
- You get to compare and contrast what you and the other delegates have created
- You’ll learn how to build the 30+ bespoke AI applications we’ve developed specifically for documentation workflows.
- You’ll build some of them during the course, and learn to build your own automated systems.
- You can develop these further after the course or use them as proof-of-concepts.
- The course combines best practices in technical communication, project management, and AI readiness in a single coherent course.
- It offers a trusted path to enable you to change.
- You’ll work through real-world scenarios, pitfalls, and decision points, not just tool demos.
As a result, you won’t just walk away with knowledge. You’ll hold the tools, perspective, and credibility to transform how your documentation function operates in an AI era.
Our story with AI
We came to AI the same way most people did — slowly, then all at once.
We’d worked on decision-tree AI projects in the past, but like many, we didn’t pay much attention when ChatGPT first appeared. Then a group of developers contacted us, researching AI’s potential in technical writing. Those conversations changed everything. They revealed how much there was to learn, and how profoundly AI could reshape our field.
We made a deliberate choice: lean in. We committed to exploring everything AI could offer technical writers, approaching it with curiosity rather than caution.
One of the best ways to learn is to teach, so we built some courses. They forced us to go deeper, think harder, and translate what we were discovering into something genuinely useful for others.
We went through all the key stages in a technical writing project. At each step, we investigated whether AI tools could make managing and mastering a documentation project easier and better. After a lot of research and testing, we ended up with the content for this course.
Since then, we’ve been invited to speak about AI at conferences across the industry, and have been recognised as pioneers in applying AI to technical communication. We’ve also been involved in AI-related writing and consultancy projects. That recognition means a lot, but what matters more is staying at the edge of what’s possible and bringing you with us.
Who should attend
This course is for anyone involved in managing documentation projects:
- Technical Documentation Managers
- Policy Enablement Managers
- Compliance Officers
- Lead Technical Authors/Writers
- Content Strategists
- Project Leads
Past delegates include staff from:
- Aristocrat Interactive
- Anthology
- Bazaarvoice
- CData
- Dell
- Emplifi
- Entrust
- Forterro
- ING
- Instacart
- Ivalua
- Lendscape
- Motorola Solutions
- Opus 2
- Roche Diagnostics
- SITA
- Segpay
Testimonials
Jill Lauterborn – Managing and Mastering Documentation Projects with AI course
Excellent class, in structure, delivery, and content!
Anna Litvinskaya – Managing and Mastering Documentation Projects with AI course
I’ve attended the first edition of Managing and Mastering Documentation Projects with AI, and it was actually a great course. I highly recommend it to all technical writers with at least some experience writing documentation!
(Posted on LinkedIn 17/1/2/25)
AS – Managing and Mastering Documentation Projects with AI course
Great course, at just the right time for me. I’ve used AI to make the creation of individual docs more efficient but I was struggling to think about how tools could improve the management of a set of documentation..
ZN – Managing and mastering documentation projects with AI
The course was a perfect blend of discussion and practice. It increased my confidence using the AI tools and my retention of the content.
Jean R – Managing and mastering documentation projects with AI
I learned a lot and now have some practical experience that I can talk about and employ in my work.
Evgenia B – Managing and mastering documentation projects with AI
JB – Managing and Mastering Documentation Projects with AI course
This course did a great job of helping me uncover my own process blindness. As an experienced technical writer, it’s easy for me to forget the array of tasks & subtasks that go into the work I do because it’s practically second nature. So, it was refreshing to be able to sit still for a few hours, take notice of what I’ve tended to write off as “just part of the job,” and decide how best to handle the parts that still serve the project.
AW – Managing and Mastering Documentation Projects with AI course
Overall, the course was well structured and put together. I found the practical exercises really helpful.
What will I learn?
By the end of this course, participants will be able to:
- Understand the four main software approaches to using AI in technical writing
- Describe the role and capabilities of AI agents in documentation
- Build apps to help you manage the documentation process and tasks
- Demonstrate proficiency in using AI agents to draft, enrich, and validate technical documentation
- Implement collaborative workflows for documentation using shared AI-powered systems.
- Design and propose strategies for integrating AI into existing documentation pipelines and governance processes.
- Assess their team’s maturity and plan an AI adoption roadmap
- Design a custom AI Agent Stack aligned with their team’s goals
Delegates can continue to work on their apps and agents after the course.
Delegates also receive a course handbook. This follows the same structure as the course and slides, to help those who are neurodivergent.
Prerequisites
- Experience of technical or procedure writing projects
- A Google user account
We’ll be using the free versions of the platforms.
Topics covered
The four main software approaches to using AI in technical writing
No-code apps
- Building an project estimating app
Chatbots and agents
- Building an project estimating agent
Command line AI systems
Workflow automation
Planning a documentation project
The main activities we do in the project planning stage.
Learn how AI can help with the initial planning of a documentation project.
Researching the audience
Learn how AI can dramatically cut down research time and improve content relevance.
For example:
- Analysing user comments
- Using a chatbot with a virtual browser
Information design
Example:
- Diàtaxis Auditor
- Metadata analyser
Drafting the content
Examples:
- Screen data anonymiser
- Screenshot data extractor
- Extract data from screenshots, so you can use them as examples in the task steps relating to the screen
- Terminology management and glossary agent
- Audience persona adapter
- Metadata and tagging agent
Project reporting and managing
Examples:
- Project management dashboard
- Documentation projects assignment agent
- Automatically matches technical writing tasks with the right people.
- This reduces bottlenecks and balances workloads
- Stakeholder update agent
- An agent that automatically generates weekly or monthly status reports for stakeholders by pulling data from various sources
Workflow automation
Typical structure of a workflow agent
No-code builders with workflow
Planning and building a workflow
Embedding AI into other automation platforms
Microsoft’s workflow automation products
Chaining skills
Building workflows
Avoiding AI’s “lethal trifecta”
Post writing checks
- Using deterministic alternatives to AI for checking content (for example: checking content against corporate style guidelines)
Examples:
- Assign a reviewer
- Check the code samples in the content
- Check content for any PII security and privacy issues
- Check policy and procedures documents for compliance to legislation
- Reader simulator
- Simulates different user personas navigating documentation sites to measure success rates and identify issues
- Check content for accessibility compliance
- Document reviewer
Publishing the content
Writing for LLMs and creating agent-friendly documentation
Measuring
Example:
- ROI dashboard
Governance and lifecycle management
Keeping the content up to date
- Identifying changes to the product that affect the docs
- Reviewing content
- Updating content
- Retrieving changes to a repository
- Changelog generator
Audits
- Checking for errors
- Checking content still complies with governance policies
- Benchmarking against competitors
Logging changes
- Tracking ownership changes
- Tracking changes to docs
Deploying AI apps, agents and workflows
Cybersecurity and compliance considerations
Ethical and legal considerations
Technical and risk challenges
Creating an implemention plans
Building your agent stack
Create an “AI agent stack blueprint” for your organisation:
- Choosing which agents to deploy first
- Assigning RACI roles to agents
- Aligning agents to release cycles and team structure
- Measuring and iterating on success
Microsoft Copilot focused course for organisations
For organisations using Microsoft Copilot, we offer a tailored version of this course focused on the Copilot suite of products. Delegates learn how to differentiate Copilot agents, apps, and workflows, identify what can be delivered today within Microsoft 365, and recognise when Copilot Studio becomes necessary.
Delegates build and test lightweight Copilot agents for documentation tasks, explore low-risk automations that can be deployed immediately, and create a realistic roadmap for phased adoption across their documentation function.
Cybersecurity
We don’t ask delegates to install or use any local AI applications, and we don’t ask them to use any company data.
All the exercises are done in the cloud, or on pen and paper.
Delivery format
This is an instructor‑led course delivered online.
The course is delivered over two sessions, lasting 3 and 3.5 hours, via Microsoft Teams. These are delivered on consecutive days.
We can also deliver this course as a virtual classroom course for teams within organisations using other platforms.
Pricing and dates
2026 courses
Format: Two sessions (1st day is 3 hours; 2nd day is 3.5 hours) via Microsoft Teams, held on consecutive mornings.
Schedule
May is reserved for private courses.
The next public course will be held on:
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- Wednesday 17th June 2026 0930-1230 (London time GMT +1)
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- Thursday 18th April 2026 0900-1230 (London time GMT +1)
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Pricing and how to book
The price is:
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- £395 / €455 / $530 (ex VAT) per person
- £474 (including VAT)
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Pay £474 (including VAT) by credit card (Stripe):
VAT does not apply to:
- VAT-registered EU companies
- Delegates and companies outside the UK and EU
Pay £395 (no VAT) by credit card (Stripe):
You can download a payment receipt from Stripe. We will also send you a VAT invoice confirming your purchase and payment, for your records.
Corporate/Enterprise pricing
Bespoke pricing is available for private sessions for up to 12 participants
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- Dedicated session for your organisation only
- Customisable content to your industry/documentation needs
- Can include your company’s documentation examples
- Flexible scheduling
- Optional follow-up consultation session
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Contact us to discuss this option.
Workshops and consultancy options
We also offer a separate elearning course on Using Generative AI in technical writing, which covers topics such as prompting techniques.
Private training and implementation support
For organisations that are ready to fully integrate AI, we offer consultancy services to guide your strategy, implementation, and change management. It bridges the “knowing-doing” gap.
This typically comprises training, plus:
- 30/60/90-day Slack/Teams support to help you implement the solutions
- 1-hour follow-up coaching calls
- Access to our agent template library
Private workshops
We can provide workshops, focused on quick wins. A workshop format allows delegates to bring their own real-world challenges and work through solutions using AI in a guided, hands-on environment. This approach is useful for rapid skill‑building and prototyping.
Done-with-you consultancy
This typically comprises:
- Discovery workshop
- Custom agent stack design
- Building and deploying 5-10 priority agents
- Training your team to maintain/expand
- 6-month support retainer
Contact us
Email:
info@cherryleaf.com
You also can talk to us via Microsoft Teams, Zoom, GoToMeeting, or another video conferencing platform of your choice. Email us if you’d like to arrange a date and time for a video call.