2026 Training Catalog

We Empower Learning ®

Shipley AI 2026

Shipley Associates

Course Description

Prerequisites Required •

AI Course We are elevating Shipley methodology and best practices with a framework called Shipley AI. Its purpose is to empower professionals with knowledge, guidelines, strategy, and practical techniques to win more business faster with AI assistance in a reliable, responsible way that builds on the Shipley process you already know. Shipley AI establishes a common understanding of the long-term BD transformation through AI so we can learn, innovate, and succeed together.Take this course: • Shipley AI 2026

This one-day, instructor-led training provides business development and proposal professionals with practical skills to leverage AI effectively across all phases of the Shipley Business Development Lifecycle. Built around the principle that AI is a multiplier—not a shortcut—this course teaches participants to layer context strategically for precise, high- quality AI output aligned with Shipley methodology. Participants will master the Shipley AI Chat Formula for effective AI conversations, learn to create AI Projects with persistent knowledge bases, and build reusable Agents that encapsulate Shipley best practices. Through hands-on exercises and demonstrations in M365 Copilot, ChatGPT, Claude, and Gemini, attendees will develop real skills they can apply immediately to their BD work. This course replaces both the introductory and advanced Shipley AI courses, delivering comprehensive coverage in a single day. Participants at all experience levels will benefit from the structured progression from foundational techniques through sophisticated AI workflows.

Shipley methodology familiarity – Participants should have completed at least one Shipley course or have equivalent working knowledge of Shipley methods (capture planning, gate reviews, win themes, compliance, etc.) • AI platform access – Active account on at least one general-purpose AI platform (M365 Copilot, ChatGPT, Claude, or Gemini) • Data-policy clearance – If working with actual BD and opportunity data, your organization has approved AI use and you follow its rules on sensitive content Recommended • Some prior experience using AI for work tasks • A current or recent BD opportunity to use during exercises • Paid subscription tier to AI of choice (e.g., Plus, Pro, Team, Enterprise) • Anticipating the evolution of the proposal development profession and industry through AI All experience levels welcome. The course structure allows beginners to build skills progressively while giving experienced users frameworks to elevate their practice.

Who Should Attend • All proposal development professional specializations • Capture Managers and business development professionals • BD and proposal center of excellence leaders • BD professionals applying AI across an phase of the Shipley lifecycle

Certification • Receive Credly badge upon completion of the course to share on LinkedIn • Receive 1 elective unit toward Shipley certification

Shipley BD.ai Primer This guide explains the basics of AI, recommends how to balance AI use and human capabilities, suggests ways to incorporate AI into your business process, and previews how AI will change the profession.

• All AI experience and skill levels

Shipley Training Catalog

Shipley Training Catalog 39