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Training course

Transforming Policies and Procedures for the AI Era™

A course on creating policies, procedures, SOPs and more that work for people and for AI
Join a public course Request a private course for your team

Not sure where your documentation stands? Take our AI-readiness test →

Before and after: a procedure as dense paragraphs, and the same procedure restructured with clear labels, a list and a step table
Duration
4 half days
Format
Public or private, on site or virtual
Certification
Information Mapping® Associate™ (IMA) program included
Prior knowledge
None needed

About the course

Transforming Policies and Procedures for the AI Era™ is an official Information Mapping® course for teams whose documentation is read by people and by AI systems such as Copilot, chatbots and RAG search.

You learn to structure policies, procedures and SOPs so that both people and AI can find, trust and reuse them. The Information Mapping® Associate™ (IMA) certification program is included.

Transforming Policies and Procedures for the AI Era course cover, Information Mapping
AI-ready content

What is an AI-ready policy or procedure?

An AI-ready policy or procedure is a document that both people and AI systems can find, interpret and act on reliably.

  • It is written in short blocks that each cover one topic.
  • Every block has a clear and consistent label.
  • The same type of information always looks the same.
  • Everything about one topic is kept in one place.

Readers can scan a procedure in seconds and AI assistants retrieve the right answer instead of guessing. The research-based principles of the Information Mapping Methodology® are the foundation of this structure, and they are what this course teaches. See how the principles apply to SOPs in How to Write SOPs for the AI Era.

Audience

Who is the course for?

The course is for anyone who creates, maintains, governs or uses organizational knowledge that will be consumed by both humans and AI systems: technical writers, content developers, knowledge managers, policy and procedure authors, subject matter experts, learning professionals and digital transformation leaders. No prior knowledge of the Information Mapping Methodology® is needed.

Program

What will you learn?

You learn to structure content for better findability, retrieval, accuracy, reuse and AI performance. The course has two modules.

Module 1

Foundations of trusted documentation

Powered by the Information Mapping® Methodology. You learn:

  • Why documentation has become a critical enabler of AI, compliance and performance.
  • How people and AI consume information differently.
  • The basics of the Methodology: its research-based principles, blocks and maps, and information types.
Module 2

Writing with and for AI

You learn:

  • How to analyze, organize and present policies and procedures so they support retrieval, compliance and reuse.
  • Writing practices that improve AI retrieval and response quality, including documentation for RAG.
  • AI-assisted document creation with FS Pro for Word, the FS Pro AI Assistant and AI Mapper, with human-in-the-loop quality control.

After the course you can:

  • Create clear, modular documentation that serves both users and AI.
  • Use AI tools to create, review and restructure content, from hands-on experience.
  • Balance AI assistance with human expertise.
Benefits

How does your organization benefit?

Organizations use this course to make their documentation a reliable foundation for AI and for daily operations. It helps you to:

  • Establish a foundation for successful AI, Copilot and RAG initiatives.
  • Improve AI retrieval accuracy and response quality through better content structure.
  • Reduce duplication and maintenance costs through modular content design.
  • Reduce compliance and operational risks caused by unclear or inconsistent documentation.
  • Help employees find and apply information faster, and strengthen governance and audit readiness.
Formats

How is the course delivered?

You can take the course in two ways:

Public course

Open enrollment, for individuals and small groups. See the next course date and register online.

Join a public course

Private course

For your team, on site or virtual, with your own documents as examples. Request a private course and our sales team will contact you.

Both formats include a participant handbook and quick reference cards, hands-on exercises with an Information Mapping® Certified Instructor, FS Pro to apply your new skills on the job, and the Information Mapping® Associate™ (IMA) certification program.

FAQ

Frequently asked questions

Is certification included?

Yes. The course prepares you for the Information Mapping® Associate™ (IMA) exam, and the IMA certification program is included, as in all Information Mapping® classroom trainings. Read more on the Information Mapping certification page.

Do I need to know the Information Mapping Methodology® before I start?

No. The first module covers the basics of the Methodology.

How is this course different from Mastering Successful Policies and Procedures?

Both courses teach the Information Mapping® Methodology and how to apply it with FS Pro for Word. Mastering Successful Policies and Procedures focuses on writing policies and procedures for human readers. Transforming Policies and Procedures for the AI Era teaches you to write for both people and AI systems, and introduces AI-assisted tools such as AI Mapper and the FS Pro AI Assistant.

Transform your Policies and Procedures for the AI Era

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Information Mapping · making information work

Page last updated: November 2026