Paperwork to People Work

AI excels at the repetitive, data-heavy tasks that slow you down, such as scheduling, intake forms, and reporting. By automating these administrative pain points, you free up significant capacity for your staff to engage in direct, empathetic client care.

Client Engagement and Triage

Learn to use assistive AI tools for smarter resource referral and family communication . These tools help you process information faster during intake, ensuring clients are matched with the right services more efficiently without losing the human touch.

Lead with Ethical Integrity

Social service providers have an ethical obligation to lead the conversation on AI. This course gives you the framework to assess agency readiness, manage privacy and consent, and ensure AI adoption remains human-centered and equitable .

About the Course

This course is a practical, industry-specific deep dive designed for social service professionals and non-profit leaders across British Columbia who are ready to move from AI curiosity to intentional action. While the technology can feel overwhelming, we strip away the technical jargon to focus on what actually matters: using AI as a supportive partner to extend your agency’s reach and impact. By grounding every lesson in the "Human-in-the-Loop" philosophy, we ensure that technology serves to amplify your expertise, not replace the vital human connection at the heart of care delivery. We’ll provide a step-by-step roadmap for identifying and implementing high-impact, low-risk AI opportunities within your specific programs. Using our custom Use Case Canvas, you will map out your existing workflows, from intake and assessment to reporting, and pinpoint the exact bottlenecks where automation can provide the most relief. You won't just learn about AI in a general sense; you will build a structured implementation plan that addresses your agency's unique challenges, resource constraints, and service goals. Through hands-on modules, you will develop specific skills across three critical areas: Paperwork to People Work: Configure assistive AI tools for automated intake and data entry, deploy AI-powered scheduling to reduce administrative lag, and apply practical frameworks for privacy, consent, and bias mitigation. Client Engagement and Triage: Utilize AI for smarter triage and resource referral, analyze qualitative client feedback for program improvements, and leverage predictive tools to identify at-risk cases for earlier intervention. Ethical Integrity & Governance: Establish agency-level guidelines for responsible AI use, implement data readiness checklists to ensure provincial privacy compliance, and apply a cultural safety lens to ensure your digital transformation remains equitable and human-centered.

Course Creator. Coach. Consultant.

Brett Price is a business and technology consultant with over 25 years of experience helping small and medium-sized organizations improve productivity through strategic planning, operational improvements, and digital transformation. As a founder of AIQGroup.ca, he has trained hundreds of leaders and teams to leverage digital technologies and AI. This AI Learning Series distills these insights into practical, role-specific training, empowering you to do more with less in today’s fast-changing world.

Course Curriculum

12 Chapters · 96 Lessons

  1. 1

    OVERVIEW: AI for Social Services

    1. (Included in full purchase)

      VIDEO: About Us

    2. VIDEO OVERVIEW: AI for Social Services Free preview
  2. 2

    5.2.1 UNDERSTANDING AI'S ROLE IN SOCIAL SERVICES

    1. (Included in full purchase)

      5.2.1: Understanding AI’s Role in Social Services

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      5.2.1.1: The Human–AI Partnership: Balancing Care & Tech

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      5.2.1.2: Reframing AI for community well-being and inclusion

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      5.2.1.3: Myths vs. realities of AI in frontline work

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      5.2.1.4: Equity and bias recognizing risk for marginalized populations

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      5.2.1.5: Privacy, consent, and digital ethics in service contexts

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      5.2.1.6: Responsible innovation safeguarding human decision-making

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      5.2.1.7: Self-assessing agency readiness for ethical AI adoption

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      QUIZ

  3. 3

    5.2.2: MAPPING OPPORTUNITIES FOR AI IN HUMAN SERVICES

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      5.2.2: Mapping Opportunities for AI in Human Services

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      5.2.2.1: Mapping the social services workflow intake, assessment, planning, reporting

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      5.2.2.2: Identifying administrative pain points and automation opportunities

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      5.2.2.3: Prioritizing tasks using an Impact vs Risk matrix

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      5.2.2.4: Distinguishing assistive AI from decision-making AI

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      5.2.2.5: Building a use case canvas for your agency

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      5.2.2.6: Examples AI for triage, resource referral, or family communication

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      5.2.2.7: Peer activity draft two AI use cases tailored to your program

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      QUIZ

  4. 4

    5.2.3 ENHANCING CLIENT ENGAGEMENT, COMMUNICATION, AND ASSESSMENT WITH AI

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      5.2.3: Enhancing Client Engagement & Communication

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      5.2.3.1: AI chat assistants for intake, FAQs, and scheduling

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      5.2.3.2: Translation and plain-language tools for multilingual or low-literacy clients

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      5.2.3.3: Accessibility tools voice-to-text, text-to-speech, and easy-read generation

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      5.2.3.4: Summarizing case notes and creating care-plan summaries

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      5.2.3.5: Automated flagging of trends and early warning signs with human review

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      5.2.3.6: Co-designing personalized resources for children, youth, and families

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      5.2.3.7: Building trust and transparency in client-facing AI tools

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      QUIZ

  5. 5

    5.2.4: USING AI TO SUPPORT ADMINISTRATION AND PROGRAM MANAGEMENT

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      5.2.4: Using AI to Support Administration

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      5.2.4.1: Streamlining documentation session notes, reports, and letters

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      5.2.4.2: AI-assisted grant writing, proposals, and funding applications

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      5.2.4.3: Scheduling automation and client reminders

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      5.2.4.4: Meeting summarization and follow-up task management

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      5.2.4.5: Predictive analytics for caseload and staffing forecasts

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      5.2.4.6: Creating searchable internal knowledge bases with AI Agents

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      5.2.4.7: Using AI to improve time management and workload planning

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      QUIZ

  6. 6

    5.2.5: BUILDING A SAFE DATA FOUNDATION FOR AI

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      5.2.5: Building a Safe Data Foundation

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      5.2.5.1: Conducting a data readiness audit: what data you have and what you need

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      5.2.5.2: Understanding data quality and bias in human services contexts

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      5.2.5.3: Data security and privacy PHIPA, FOIPPA, PIPA compliance

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      5.2.5.4: Data anonymization and ethical sharing

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      5.2.5.5: Integrating AI with case management and CRM systems

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      5.2.5.6: Open data, APIs, and interoperability in social services

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      5.2.5.7: Data stewardship community ownership and transparency

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      QUIZ

  7. 7

    5.2.6: STRENGTHENING GOVERNANCE, RISK, AND ACCOUNTABILITY

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      5.2.6: Strengthening Governance, Risk, and Accountability

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      5.2.6.1: What AI governance means in the social sector

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      5.2.6.2: Creating agency-level AI policies and ethical guidelines

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      5.2.6.3: Risk assessment and bias mitigation workflows

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      5.2.6.4: Explainable AI understanding decisions and accountability

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      5.2.6.5: Establishing oversight committees or advisory boards

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      5.2.6.6: Recording and auditing AI-assisted decisions

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      5.2.6.7: Transparency reporting communicating AI use to boards and funders

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      QUIZ

  8. 8

    5.2.7: ENSURING CULTURAL SAFETY, INCLUSION, AND ACCESSIBILITY IN AI USE

    1. (Included in full purchase)

      5.2.7: Ensuring Cultural Safety, Inclusion, and Accessibility

    2. (Included in full purchase)

      5.2.7.1: Principles of cultural safety and digital equity in AI

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      5.2.7.2: Indigenous data sovereignty and community control of information

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      5.2.7.3: Trauma-informed and culturally responsive design

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      5.2.7.4: Accessible AI for neurodiverse, disabled, or ESL clients

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      5.2.7.5: Inclusive dataset creation and feedback loops

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      5.2.7.6: Co-designing AI systems with lived-experience voices

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      5.2.7.7: Avoiding algorithmic harm and digital exclusion

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      5.2.7.8: Applying an Inclusion Lens to your AI use case

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      5.2.7.9: Engaging Community Partners and Cultural Advisors in AI Projects

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      5.2.7.10: Evaluating the Impact of AI on Equity and Access

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      QUIZ

  9. 9

    5.2.8: IMPLEMENTING, SUSTAINING, AND SCALING AI IN YOUR ORGANIZATION

    1. (Included in full purchase)

      5.2.8: Implementing, Sustaining, and Scaling

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      5.2.8.1: Designing an AI pilot goals, scope, and evaluation

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      5.2.8.2: Building team readiness and addressing fear of technology

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      5.2.8.3: Creating a feedback and continuous improvement loop

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      5.2.8.4: Developing metrics for success and impact measurement

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      5.2.8.5: Budgeting and funding considerations for AI projects

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      5.2.8.6: Cross-agency collaboration sharing tools and knowledge

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      5.2.8.7: Sustaining momentum embedding AI into everyday practice

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      5.2.8.8: Communicating wins and lessons learned to leadership and funders

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      QUIZ

  10. 10

    5.2.9: EMERGING AND ADVANCED TOPICS IN SOCIAL SERVICES AI

    1. (Included in full purchase)

      5.2.9: Emerging and Advanced Topics

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      5.2.9.1: Generative AI for training simulations and scenario planning

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      5.2.9.2: Using AI to create empathy-based virtual learning environments

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      5.2.9.3: Agentic AI automating complex service workflows e.g. triage and follow-up

    5. (Included in full purchase)

      5.2.9.4: Federated learning and privacy-preserving analytics across agencies

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      5.2.9.5: Predictive modeling for early intervention and prevention services

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      5.2.9.6: AI in system-level planning and policy development

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      5.2.9.7: Futures thinking what next-gen AI means for care and humanity

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      QUIZ

  11. 11

    5.2.10: AI Templates for Social Service Agencies

    1. (Included in full purchase)

      AI Use Case Canvas

    2. (Included in full purchase)

      AI Pilot Planning

    3. (Included in full purchase)

      Ethical AI Policy

    4. (Included in full purchase)

      Data Readiness Checklist

    5. (Included in full purchase)

      AI Governance Framework

    6. (Included in full purchase)

      Cultural Safety - Inclusion Lens Worksheet

  12. 12

    5.2.11: WRAP UP and NEXT STEPS

    1. (Included in full purchase)

      5.2.11 Course Wrap up and Next Steps

    2. (Included in full purchase)

      AUDIO RECAP

    3. (Included in full purchase)

      SURVEY

What People Are Saying

Join others who have taken this course and see the impact AI can have on your work

”
“AIQ brought our "new parent" training education program to life. We had the content but no experience with educational platforms or how to effectively present the information to our clients. They provided creative effective options, they listened to our needs, solved problems , trained our staff and created an education program that we can be proud of for years. I would highly recommend AIQ to any organization wanting to set up training programs for staff or clients.”
Delia R.

Executive Director, BC Non-Profit

”
“AIQ was instrumental in encouraging and leading our digital transformation. They successfully worked with us to design, build, test and refine a Custom GPT "Virtual Therapy Assistant" and are now effectively training our sector consisting of hundreds of therapists across the province through the implementation stage. They have excellent listening skills, tackled many questions with ease, researched best practice and led the initiative extremely well.”
Denise W.

Executive Director, BC Non-Profit

”
“AIQ has been a “champion” of our organization since our inception. Through the Columbia Basin Trust Non-Profit program, they worked with us on developing first strategic plan, and most recently, presented an informative and valuable AI presentation at our Speaker Series. Currently we are working with them on streamlining our information management and production workflows. I endorse AIQ's work and would be excited to refer our members to this AI learning series."
Kevin P.

Executive Director, BC Outdoor Economic Development Organization

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