Demonstrate & Transfer
A workflow is not implemented until people can use it, verify it, and recover when it fails.
Training is not a slide deck at the end. Each track is built directly from the workflow that was actually implemented — live practice, real exceptions, and a competency check before EchoFrame steps back.
Owner
Strategic oversight, risk posture, and investment decisions.
- What the workflow does and doesn't do, in plain language
- Where the risk sits, and what's already been controlled for
- How to judge whether the next automation is worth building
Manager
Running the workflow day to day and coaching the team.
- Reading the exception queue and knowing what needs a decision
- Coaching staff through the workflow without EchoFrame in the room
- When to escalate versus when to let the routine path run
Employee
Operating the workflow, verification, and exception handling.
- The actual steps, start to finish, with real data
- How to verify the output before trusting it
- What to do the moment something looks wrong
Advanced builder
Extending and maintaining implemented workflows.
- How the system is put together, not just how to click it
- Extending the workflow to a new case without breaking the old one
- What to check before swapping in a newer AI model or tool
Training is scoped alongside the implementation it supports — see Staff Training for how it fits into an engagement.