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Wells Fargo PCI Pilot · Curriculum Hub

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One front door to every asset in the AI Working Labs curriculum: orientation and setup, the seven labs with their facilitator run sheets and participant kits, the mock data packs, and the cross-lab Edge Cards. Search or filter to find what you need; each lab material offers a quick HTML review view and the original source file.

Seven labs over seven weeks · Updated July 22, 2026

For the RW Institute and Wells Fargo PCI teams. This hub links facilitator run sheets and answer keys. Do not forward it to participants or to nominated organizations. Send them the invitation page, or a direct link to the one kit they need.

How it runs

Each lab is demo, build, debrief. Everyone works in the Claude desktop app from one working folder, browser fallback for blocked installs.

The data spine

Export with identifying details removed, do the work in frontier AI, return results to your systems. Safe handling practiced weekly, not taught once.

Buddy pairs

Two participants per organization work between sessions on real deliverables from their own ship list, collected before Lab 1.

Orientation & setup

Read and send before Lab 1. The path in is nomination: each PCI member puts forward one or two partner organizations by Aug 21, then every nominated organization receives a personal invitation and confirms its two seats. About 12 to 13 organizations per cohort, roughly 25 across both, all nonprofit. The Program Overview is the short version for stakeholders; the Curriculum Map is the full design.

Step 1 · PCI Nomination ToolFor the PCI team: the rubric and nomination form for putting forward one or two partner organizations. Score the fit against six criteria, capture the result, and send the nomination, about ten minutes end to end. Nominations are due Aug 21. PCI teamHTML Step 2 · Invitation & Seat ConfirmationGoes only to nominated organizations: what the program asks, five reasons to take a seat, a readiness quiz, and the form where an organization confirms its two seats. In preview for PCI review, submissions are not collected yet, so do not send it out. ParticipantPreviewHTML Admin · SubmissionsFor the RW and PCI working group: live nominations and seat confirmations collect into a Google Sheet you can filter and download (File, Download, CSV or Excel). Paste the sheet link here once the backend is set up. See BACKEND-SETUP.md. PCI + RWSheet Program OverviewThe stakeholder summary of the program: where the design stands, the seven labs, how sessions run, what participants build, and the path to launch. This is the page sent as /overview. EveryoneHTML Curriculum MapThe full program design: all seven labs, the data round-trip, the three homework levels, and where each scope topic went. EveryoneHTML Curriculum Map, Word versionWord download. Editable copy of the curriculum map for sharing or marking up with the Wells Fargo team. FacilitatorDOCX Anonymization OptionsWord download. The options sheet for the data round-trip: how identifying details get removed before any work leaves the protected environment. Three techniques, and a decision still to make with Wells Fargo about which one becomes the weekly default. PCI teamDecision openDOCX Intake & Pre-FlightWord download. Gathers each pair's current tools, comfort level, and the three to five real items they need to ship this quarter. Goes out as the cohort forms. FacilitatorDOCX Claude Setup GuideWord download. Walks every participant through installing the Claude desktop app and proving the file workflow end to end, with a browser fallback. Send the day the cohort is confirmed, and flag that installing on a managed machine usually needs IT approval first. ParticipantDOCX

The seven labs

Each lab has a facilitator run sheet, a participant kit, and the mock data it runs on. Real work, shipped.

1
First Safe Win
The full data round-trip on a real writing task. Everyone leaves with one usable output and the safety habit started.
AI Mindset & Foundations · Governance & Risk
Lab 1 Run SheetFacilitator script: timings, demo beats, build and debrief. FacilitatorHTML View HTMLRaw MD
Lab 1 Participant KitWhat participants work from during and after the session. ParticipantHTML View HTMLRaw MD
Mock: Copilot Export ThreadThe practice email-thread export the round-trip runs on. Mock dataHTML View HTMLRaw TXT
Mock: Token MapThe name-to-token swap sheet for the de-identification step. Mock dataHTML View HTMLRaw CSV
2
Writing + the Org Brain
Each pair builds a permanent Project loaded with their organization's identity and voice, then produces real writing through it.
Quality & Accuracy
Lab 2 Run SheetFacilitator script for building the org brain live. FacilitatorHTML View HTMLRaw MD
Lab 2 Participant KitSteps to build a Project loaded with mission, samples, and voice. ParticipantHTML View HTMLRaw MD
Mock: Org Brain Starter PackFictional org material for anyone who arrived without their own. Mock dataHTML View HTMLRaw MD
3
Board-Ready Reporting + the Second Chair
Messy inputs turned into polished narrative summaries, plus a critique pass that becomes a required step in everything that follows.
Reporting & Narrative Building
Lab 3 Run SheetFacilitator script: the board summary and the hostile-reviewer critique pass. FacilitatorHTML View HTMLRaw MD
Lab 3 Participant KitThe reporting arc plus the saved adversarial prompt and source checklist. ParticipantHTML View HTMLRaw MD
Mock: Mess PackMeeting notes, a partial spreadsheet, and three emails to turn into a board summary. Mock dataHTML View HTMLRaw MD
Mess Pack Answer KeyThe planted weaknesses the critique pass should catch. Facilitator only. FacilitatorHTML View HTMLRaw MD
4
Data: Clean & Extract
Spreadsheet cleanup and insight extraction on program data through the round-trip, with an auditable change log.
Metrics & Data Review
Lab 4 Run SheetFacilitator script: classification, the cleanup pass, and the insights pass. FacilitatorHTML View HTMLRaw MD
Lab 4 Participant KitThe full cleanup arc plus writing your own reusable cleanup recipe. ParticipantHTML View HTMLRaw MD
Mock: Messy Benevity ExportA 58-row grants export carrying every real disease: dupes, blanks, three date formats. Mock dataHTML View HTMLRaw CSV
5
Numbers to Narrative to Deck
Analysis becomes an impact story with verified figures, then a presentation. Includes visual judgment: what to chart, what to say in a sentence.
Metrics + Reporting, combined
Lab 5 Run SheetFacilitator script: numbers to narrative, visual judgment, narrative to deck. FacilitatorHTML View HTMLRaw MD
Lab 5 Participant KitThe narrative-first, deck-second ladder with one charted message. ParticipantHTML View HTMLRaw MD
Mock: Program ContextThe program background the impact story is written for. Mock dataHTML View HTMLRaw MD
Mock: Cleaned Benevity ExportThe reference cleaned dataset for pairs who need a starting point. Mock dataHTML View HTMLRaw CSV
Lab 5 Answer KeyVerified figures and the cherry-picking traps the funder pass should catch. FacilitatorHTML View HTMLRaw MD
6
Agents & the Wider Toolbox
Each pair turns their critique pass into a standing reviewer agent, runs one supervised research-agent task, and learns which tools complement which.
Workflow Design · Governance applied
Lab 6 Run SheetFacilitator script: prompt becomes agent, the toolbox map, a supervised research run. FacilitatorHTML View HTMLRaw MD
Lab 6 Participant KitBuild and test a critique agent with your org's real failure modes. ParticipantHTML View HTMLRaw MD
7
Build Session & 90-Day Roadmap
Pairs assemble, document, and present the operational workflow they built across the program, then set 90-day priorities.
Workflow Design · Build Session & Roadmap
Lab 7 Run SheetFacilitator script: workflow assembly, the hard-timed showcase, 90-day commitments. FacilitatorHTML View HTMLRaw MD
Lab 7 Participant KitThe workflow document template: trigger, steps, artifacts, verification gates. ParticipantHTML View HTMLRaw MD
Showcase Capture SheetFor capturing each pair's two-minute showcase and the steals worth keeping. FacilitatorHTML View HTMLRaw MD

Cross-lab edges

The working habits that run across every lab. Four are reinforced inside the labs; four are genuine extras for openers and asides.

The Working Edges · Edge CardsEight habits, each with a copyable prompt and a one-line reason it earns its time. The quick reference participants keep, and the facilitator's source for special-section asides. EveryoneHTML

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