# HANDOVER — "AI as your lever" segment (Workshop 2)  ·  FINAL

Everything PHINEO needs to run the day-to-day AI segment. One read, then you're ready.

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## What this is
A **~9-minute live segment + takeaway** that makes CC managers *able to use AI for their actual job* — safely, with accountability staying with them. It is the **fulcrum** of the workshop title: *"A lever needs a fulcrum and an arm. This segment is the fulcrum — the capability that makes you able to move social impact. The rest of the day is where you point it."*

**Throughline (repeated 3×):** *AI advises — you decide and you sign.*

## Placement & timing (locked)
- **Duration:** ~9 minutes — 8 slides, demo ~2.5 min. Per-slide timing in `presentation_kit.md`.
- **Where in the agenda:** the **Act** beat — **folded into Speaker 3** (10:50–11:20, *"Established AI tools in the CC space"*), which is our exact domain. PHINEO delivers these ~9 min to open or close that slot — **no extra time added to the day.**
- **Alternatives:** a standalone ~10-min insert after Speaker 3; or hand the demo to Speaker 4 (then slides 5–6 drop).

| Time | Slot |
|---|---|
| 09:00–09:15 | PHINEO Check-in *(run the AI-tool poll)* |
| 09:15–09:45 | Speaker 1 — AI in a societal context |
| 09:50–10:20 | Speaker 2 — How nonprofits use AI |
| 10:20–10:40 | Breakout 1 — AI for partners / AI internally |
| **10:50–11:20** | **Speaker 3 — AI tools in CC space  ▸  contains "AI as your lever" (~9 min)** |
| 11:25–11:55 | Speaker 4 — Peer case study |
| 11:55–12:15 | Breakout 2 |
| 12:15–12:30 | Harvest + Check-out |

## Where it sits in the day
The **Act** beat of Understand → Contextualize → **Act** → Position. It deliberately does the *how* and hands the rest to the slots that own them:

| This segment owns | Handed off to |
|---|---|
| Tool fluency, compliance, the internal pitch, day-to-day prompts | — |
| (signposts only) full CSR-AI frame | Speaker 1 |
| (signposts only) two-actor / NGO view + goal conflicts | Speaker 2 / 4 + Breakout 1 |
| (signposts only) volunteering-program design | Breakout 1 Track A |
| (signposts only) vendor pricing for impact/matchmaking tools | Speaker 3 |
| (signposts only) the company's AI position | Speaker 4 + Breakout 2 |

## The files (in `outputs/ai_toolkit/`)
| File | What | For |
|---|---|---|
| **`presentation_deck.html`** | The deck — PHINEO-branded, self-contained (no internet needed live). `←/→` or scroll · **`N`** = speaker notes · `F` = fullscreen | Present on Teams |
| `presentation_deck.pdf` | **8-slide** export | Share / print backup |
| `presentation_deck.pptx` | **Editable** PowerPoint, speaker notes in the notes pane | If you want to restyle/edit |
| `presentation_kit.md` | Slide-by-slide script + pre-baked demo fallback transcripts | The presenter's run-sheet |
| **`handout_cheatsheet.html`** / `.pdf` | The branded one-page participant takeaway (EN) | Hand out |
| `handout_ai_cheatsheet.md` / `handout_ki_spickzettel_de.md` | Source (EN) / German version | Forward to DE colleagues |
| `references.md` | Every tool/program/stat with its link | Verification / external citing |
| `facilitator_prep.md` | Katharina/Silvia questions + check-in poll | Pre-workshop |
| `feedback_synthesis_and_fit.md` | Why the segment is shaped this way (persona review → title) | Background |

## How to run it (on the day)
1. **09:00 check-in:** run the 4-option poll ("Which AI tool do you use for work?") — see `facilitator_prep.md`. It gives the segment live numbers to open with.
2. **The 8 slides** (≈9 min): Lever → Two directions → Value-chain → **Live demo** → Which tool → Get it approved → Position + outward → One ask.
3. **The demo (slide 4)** is the centerpiece: draft a CSRD paragraph, **catch the invented number live** ("this is why you sign, not the model"), then the CFO/GC rehearsal. If Teams lags, read the **fallback transcripts** at the bottom of `presentation_kit.md`.
4. **Close** by handing out the cheat-sheet and pointing to Breakout 2 / Position.

## Why we're confident (validation)
Stress-tested across **two rounds** with **7 personas built from the 7 survey responses**, each reviewing in character:
- Round 1: all 7 "partly" — root critique: *felt like desk-productivity, not the title's "social impact."*
- We reframed around the **lever**, fixed credibility issues, and added the value-chain, the caught-hallucination demo, the starter AI-position language, and the outward lever.
- Round 2 + validation: **7/7 converged** to yes / scope-fair. Fixes that mattered: killed an overclaimed *"zero liability"* line; corrected the **EU AI Act dates** (literacy duty applies since Feb 2025; penalties Aug 2026); downgraded *"GDPR-safe"* → *"GDPR-capable"* with DPA/DPIA/Betriebsrat honesty; framed vendor claims as *vendor-stated, verify*.

## Open decisions for PHINEO
1. **Confirm the room's AI level** — send the 3 questions in `facilitator_prep.md` to the group.
2. **Handout language** — EN, DE, or both.
3. **Demo example** — swap the food-rescue placeholder for a real anonymized one.
4. **Demo mode** — truly live, pre-recorded screen capture, or walk the scripted fallback (see "How the demo runs" below).

*(Placement is now locked: PHINEO-delivered ~9 min folded into Speaker 3's slot. Alternative kept open: hand the demo to Speaker 4.)*

## How the demo runs (slide 4)
The centerpiece beat is "it invents a number → you catch it." A live model won't reliably hallucinate on cue, and Teams can lag — so do **not** bet the beat on a cold-live run. Pick one:
- **Pre-recorded (recommended):** capture a 60–90s screen recording beforehand where the invented number actually appears; play it, narrate live. Looks live, zero risk, guaranteed beat.
- **Live with a primed prompt:** use a prepared prompt/notes you've tested produces an unsupported figure; have the fallback ready.
- **Scripted walk-through:** show the pre-baked transcript (in `presentation_kit.md`) as the slide and narrate. Fully reliable, least "wow."

## Maintenance
- **Re-verify before quoting externally:** vendor pricing, customer references (Langdock's Merck/BASF are *vendor-stated*), and program terms shift. Links in `references.md`.
- **Re-render after edits:** open `presentation_deck.html` in Chrome → Cmd/Ctrl-P → Save as PDF. The PPTX is rebuilt from `/tmp/build_pptx.py` (python-pptx).
- **EU AI Act framing** is current as of June 2026 — re-check the Aug 2026 enforcement milestone closer to the date.
