Our Services

TR Leadership helps businesses and nonprofits improve productivity with practical AI workshops, hands-on coaching, and smarter workflows. We also provide specialized fund development consulting for nonprofit organizations.

AI Productivity Workshops

These sessions help leaders and teams use AI to save time, reduce administrative load, improve writing, and make better use of the knowledge they already have.

60-Minute AI Primer

A focused introduction for leaders and teams who want a practical overview of how AI can support their work.

Includes:

• Real-world examples tied to participants’ roles
• Clear guidance on ethics, privacy, and judgment
• Practical use cases for writing, research, planning, and analysis
• Time for live questions

2-Hour AI Productivity Workshop

A hands-on working session where participants build repeatable ways to use AI in day-to-day work.

Focus areas:

• Writing emails, reports, and internal documents
• Summarizing meetings, surveys, and research
• Creating reusable prompts and templates
• Improving planning and decision support
• Using tools like ChatGPT, Gemini, and Copilot well

Full-Day AI Productivity Workshop

A deeper training day for organizations that want more than inspiration. This session is designed to help people actually change how they work.

Format:

• Morning: AI foundations, setup, principles, and live demonstrations
• Afternoon: guided exercises, real workflow design, and team use cases

Best for:

• Leadership teams
• Staff training days
• Boards and managers exploring strategic AI adoption
• Organizations that want immediate practical takeaways

AI Productivity Coaching

A focused coaching program for executives, business owners, and small teams who want hands-on help using AI in their actual work.

Designed to help you:

• Identify time drains and friction points
• Build role-specific AI workflows
• Improve writing, research, planning, and reporting
• Create reusable prompts, templates, and SOPs
• Grow confidence and sound judgment over time

Format:

• Four 60 to 75 minute sessions
• Virtual delivery
• Between-session practice built around your own work
• Optional follow-up support

Workflow Design and Practical AI Adoption

For organizations that want more than a workshop, TR Leadership can help design simple, practical ways to use AI inside existing workflows.

Examples include:

• Prompt libraries for common tasks
• Meeting and reporting workflows
• Writing and editing support systems
• Research and environmental scanning workflows
• Internal templates and simple SOPs

Secondary Service: Fund Development Consulting

Fund development consulting remains an important secondary line of business for nonprofit clients.

Services include:

• Annual campaign planning
• Capital campaign readiness and support
• Planned giving strategy
• Fundraising KPIs and data review
• Grant writing support
• Donor communications and stewardship strategy

Nonprofit Systems and CRM Support

For nonprofit organizations, TR Leadership also provides practical support for fundraising systems and workflow improvement.

Support areas include:

• Raiser’s Edge NXT audits and best practices
• Constituent code and action tracking clean-up
• Appeals and campaign structure review
• CanadaHelps setup and training
• Custom training tied to fundraising workflows

What People Are Saying

“Randy makes AI practical and easy to understand.” People value the clear, grounded teaching style and the focus on work they can improve immediately.

“I left with concrete ideas I can use tomorrow.” Participants consistently describe the sessions as practical, accessible, and immediately useful.

Custom Packages Available

Services can be delivered as a keynote, workshop, coaching engagement, or custom project. If you are not sure where to start, a short discovery conversation is the best next step.