AI Agents, Skills & MCP: Course Scoping Questionnaire

We're building a course tailored to your organization and its current level of AI usage. Help us understand how you use AI today, plus your goals and wishes for it, so the course meets your expectations.

Answer honestly. Tell us what you already know and where you still feel unsure. Your candor sharpens the level we design for. Click Download my answers at the bottom when you finish, then send us the file (or use Save as PDF).

0 About you & your team

This tells us who we build for.

Your name

Role / title

Company

Who will take this course, and how many people?e.g. "6 people, mostly ops managers, plus 2 developers"

How would you describe the group's technical background?

Mostly non-technical Comfortable with everyday software, but don't write code Mixed A blend of non-technical staff and some technical people Mostly technical Developers, engineers, or people who script and automate

1 The problem you want to solve

This section matters most. Tell us what drives the request for this course.

What problem or goal made you want this training?Name the work you want AI to help with. Flag what feels painful, slow, or repetitive today

What does success look like after the course?e.g. "Our team can build an AI assistant that drafts client reports on its own"

Which tasks or workflows do you want to automate or improve?List them if you can. Rough ideas still help

Do you want people who can use AI tools, or people who can build with them?

Mainly use Get great results from AI tools that already exist Both / not sure Use well now, build later Mainly build Create custom agents, skills, and integrations

2 What you've already tried

Your answers show us what to skip and where to begin.

Which AI tools has your team used? Check all that apply

AI chat tools (Claude, ChatGPT, Gemini, Copilot) AI via API or code Automation tools (Zapier, Make, n8n) Custom GPTs / assistants None yet

How often does the team use AI tools today?

Daily, part of the workflow A few times a week Rarely, still experimenting Not yet

Have you built anything with AI yet? Describe it.A custom assistant, an automation, a prompt library, a script, an integration, anything at all. If not, just say "not yet"

What has frustrated or confused you so far?Name where you got stuck, or where results fell short

3 What you've heard about but want to try

Mark where you stand on each idea below. Short definitions follow, so pick the honest answer.

Quick definitions:

Prompting: you ask AI in a way that produces the best results.
Agent: AI completes a multi-step task on its own, not just a single answer, and uses tools along the way.
Skill: you give AI a reusable set of instructions and knowledge, so it handles a specific task your way every time.
MCP (Model Context Protocol): a standard connects AI to your other tools and data (email, files, CRM, databases), so it does real work in them.
Tool use / API: AI calls software functions, or you build AI into your own apps with code.

Concept	Never heard of it	Heard of it, curious	Tried it a bit	Use it confidently
Prompting for good results
AI agents
Skills
MCP, connecting AI to your tools
Tool use / building with the API

Which idea have you read or heard about and thought "we should try that"?A feature, a use case, something a competitor or peer does

4 What you want to learn

Name the outcomes you want to walk away with.

Which of these should the course cover? Check all that apply

Get better, more reliable results from AI Design agents that handle multi-step tasks on their own Build reusable skills, so AI does tasks your way every time Connect AI to your tools and data (MCP) Build AI into your own apps with code and the API Set safety, guardrails, and limits on when to trust an agent Understand how AI works under the hood

What is the #1 thing someone should do by the end?Name the one skill the course must nail

Do you want it hands-on, conceptual, or both?

Hands-on Build real things during the course A mix of both Mostly conceptual Grasp the ideas, build later

Does the team write code? Name the languages or tools.e.g. "A couple know Python", "No coding at all", "We live in spreadsheets"

5 Quick self-rating

Slide to the spot where the typical person in the group sits. 1 marks brand new, 5 marks very confident.

Comfort using AI chat tools

New3Confident

Grasp of agents, skills, and MCP

New3Confident

Comfort with technical setup (APIs, connecting tools, config files)

New3Confident

Comfort writing or reading code

New3Confident

6 Tools & anything else

Your answers shape what we cover.

Which tools or systems should AI work with?e.g. Gmail/Outlook, Google Drive, Salesforce, Slack, a database, internal software

What else should we know?

Hit Submit to us to send your answers directly. Prefer to send it yourself? Use Download or Save as PDF and email us the file.