Role-Based Programme
RB0954

NotebookLM for Operations

Analyse Processes, Identify Issues & Improve Operational Decisions

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in using NotebookLM to analyse operational procedures, reports, performance information, meeting records, and process documentation.
  • Apply source-grounded analysis to identify operational issues, recurring bottlenecks, dependencies, risks, exceptions, and improvement opportunities.
  • Compare information across multiple operational sources to strengthen process reviews, root-cause investigation, planning, and decision support.
  • Build reusable workflows for SOP analysis, operational reviews, issue tracking, performance reporting, and management briefings.
  • Apply source validation, confidentiality, evidence traceability, and human judgement when using AI-assisted operational analysis.

Tools covered

NotebookLMSource-Grounded ChatCitationsSource ManagementReportsData TablesMind MapsSlide DecksAudio OverviewsVideo OverviewsSource Discovery

Who should attend

  • Operations Managers
  • Business Operations Professionals
  • Operations Analysts
  • Process Owners
  • Operational Excellence Professionals
  • Process Improvement Professionals
  • Service Operations Managers
  • Regional & Site Operations Managers
  • Supply Chain Operations Professionals
  • Delivery Managers
  • Business Process Analysts
  • Continuous Improvement Teams
  • Operations Team Leads
  • Cross-Functional Operations Coordinators

Prerequisites & Participant Readiness

  • Basic understanding of operational processes and business workflows
  • Familiarity with SOPs, operational reports, process documentation, or performance reviews
  • Basic computer and internet proficiency
  • Familiarity with process improvement or operational planning is helpful
  • No programming or technical AI expertise required
  • No previous NotebookLM experience required

TOC Modules

Concepts
  • Understanding NotebookLM as a source-grounded AI research and analysis workspace
  • Understanding notebooks, sources, chat, citations, and generated outputs
  • Identifying suitable operational sources such as SOPs, reports, manuals, meeting notes, and process documents
  • Understanding the difference between source-grounded evidence and general AI responses
Practical activities
  • Creating an operations-focused notebook using sample documents
  • Exploring source summaries and automatically identified themes
  • Asking initial operational questions from uploaded information

Scenarios

Operational Issue to Process Improvement

SOPs + Incident Reports + Performance Records → NotebookLM Analysis → Recurring Issues → Root-Cause Evidence → Improvement Opportunities → Action Plan

Participants consolidate operational documentation to identify recurring issues, investigate potential causes, and build an evidence-backed process-improvement plan that supports efficiency and operational reliability.

Monthly Operations Review Preparation

Operational Reports + Open Actions + Process Updates → Multi-Source Analysis → Performance Trends → Risks & Blockers → Data Table → Management Brief

Participants use NotebookLM to transform multiple operational information sources into a structured monthly review, improving analysis, reporting efficiency, action visibility, and management planning.

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