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**TRAINING CURRICULUM**

**Complete Learning Program**

**Version:** 2.0 \| **Date:** January 2026\
**Document Owner:** Customer Success & Enablement Team

**CURRICULUM OVERVIEW**

**Training Philosophy**

Phase Mirror training follows the **\"Learn, Practice, Apply\"** model:

  Stage          Description                              Activities
  -------------- ---------------------------------------- -----------------------------------
  **Learn**      Understand concepts and features         Videos, reading, demonstrations
  **Practice**   Hands-on exercises in safe environment   Sandbox exercises, simulations
  **Apply**      Use skills on real work                  Guided real-world tasks, coaching

**Learning Paths by Role**

┌─────────────────────────────────────────────────────────────────────────────┐\
│ PHASE MIRROR LEARNING PATHS │\
├─────────────────────────────────────────────────────────────────────────────┤\
│ │\
│ ALL USERS │\
│ └─► PM-100: Platform Fundamentals (30 min) │\
│ │ │\
│ ├─► ADMINISTRATOR PATH │\
│ │ └─► PM-200: Administrator Essentials (2 hrs) │\
│ │ └─► PM-201: Advanced Administration (2 hrs) │\
│ │ └─► PM-210: Integration Management (1.5 hrs) │\
│ │ └─► PM-290: Admin Certification │\
│ │ │\
│ ├─► GOVERNANCE LEAD PATH │\
│ │ └─► PM-300: Governance Fundamentals (2 hrs) │\
│ │ └─► PM-301: Advanced Governance (2 hrs) │\
│ │ └─► PM-310: Compliance Packs (varies) │\
│ │ └─► PM-390: Governance Certification │\
│ │ │\
│ ├─► SYSTEM OWNER PATH │\
│ │ └─► PM-400: System Owner Essentials (1.5 hrs) │\
│ │ └─► PM-401: Advanced System Management (1 hr) │\
│ │ └─► PM-490: System Owner Certification │\
│ │ │\
│ ├─► CONTRIBUTOR PATH │\
│ │ └─► PM-500: Contributor Essentials (45 min) │\
│ │ │\
│ └─► EXECUTIVE PATH │\
│ └─► PM-600: Executive Overview (30 min) │\
│ └─► PM-601: Board Reporting (30 min) │\
│ │\
└─────────────────────────────────────────────────────────────────────────────┘

**Training Summary by Role**

  Role                   Required Courses         Total Time   Certification Available
  ---------------------- ------------------------ ------------ -------------------------
  **Administrator**      PM-100, PM-200, PM-201   4.5 hours    Yes (PM-290)
  **Governance Lead**    PM-100, PM-300, PM-301   4.5 hours    Yes (PM-390)
  **System Owner**       PM-100, PM-400           2 hours      Yes (PM-490)
  **Contributor**        PM-100, PM-500           1.25 hours   No
  **Viewer/Executive**   PM-100, PM-600           1 hour       No
  **Auditor**            PM-100, PM-700           1.5 hours    No

**COURSE CATALOG**

**PM-100: PLATFORM FUNDAMENTALS**

**All Users \| 30 minutes \| Required**

**Course Description**

Introduction to Phase Mirror for all users. Covers platform navigation,
core concepts, and basic operations regardless of role.

**Learning Objectives**

By the end of this course, learners will be able to:

-   Explain the purpose and value of Phase Mirror

-   Navigate the platform interface confidently

-   Understand core terminology (dissonance, levers, governance)

-   Access help and support resources

-   Complete basic platform operations

**Course Outline**

  Module                            Duration   Topics
  --------------------------------- ---------- ------------------------------------------------------------------
  **1.1 Welcome to Phase Mirror**   5 min      What is Phase Mirror, why it matters, the governance gap problem
  **1.2 Core Concepts**             10 min     Mirror-Dissonance-Phase methodology, key terminology
  **1.3 Platform Navigation**       10 min     Dashboard, menus, search, keyboard shortcuts
  **1.4 Getting Help**              5 min      Help center, support channels, community

**Materials**

  Material                               Format         Description
  -------------------------------------- -------------- -------------------------------------
  Video: Welcome to Phase Mirror         MP4 (5 min)    Animated overview of platform value
  Video: Platform Tour                   MP4 (10 min)   Screen recording of navigation
  Reference Card: Key Terminology        PDF (1 page)   Glossary of terms
  Reference Card: Keyboard Shortcuts     PDF (1 page)   Quick reference
  Interactive: Platform Scavenger Hunt   In-app         Find 10 features exercise

**Assessment**

-   Quiz: 10 multiple choice questions (80% to pass)

-   Practical: Complete platform scavenger hunt

**PM-200: ADMINISTRATOR ESSENTIALS**

**Administrators \| 2 hours \| Required for Admins**

**Course Description**

Core administration skills for managing the Phase Mirror platform,
including user management, basic configuration, and troubleshooting.

**Prerequisites**

-   PM-100: Platform Fundamentals

**Learning Objectives**

By the end of this course, learners will be able to:

-   Provision and manage user accounts

-   Configure authentication settings

-   Set up basic integrations

-   Monitor platform health

-   Perform common troubleshooting

**Course Outline**

  Module                        Duration   Topics
  ----------------------------- ---------- -----------------------------------------------------
  **2.1 User Management**       30 min     Creating users, roles, permissions, bulk operations
  **2.2 Authentication**        25 min     Password policies, MFA, SSO basics
  **2.3 Basic Integrations**    25 min     GitHub, Slack, Jira setup
  **2.4 Platform Monitoring**   20 min     Health dashboard, alerts, status page
  **2.5 Troubleshooting**       20 min     Common issues, log access, escalation

**Materials**

  Material                           Format          Description
  ---------------------------------- --------------- -------------------------------------
  Video: User Management Deep Dive   MP4 (15 min)    Screen recording with narration
  Video: Integration Setup           MP4 (20 min)    Step-by-step integration guides
  Lab: User Provisioning             Sandbox         Create users, assign roles exercise
  Lab: Connect GitHub                Sandbox         Complete GitHub integration
  Reference: Admin Quick Reference   PDF (2 pages)   Common admin tasks
  Reference: Troubleshooting Guide   PDF (5 pages)   Issue resolution flowcharts

**Assessment**

-   Quiz: 15 multiple choice questions (80% to pass)

-   Lab: Provision 5 users with different roles

-   Lab: Configure GitHub integration

**PM-201: ADVANCED ADMINISTRATION**

**Administrators \| 2 hours \| Recommended for Admins**

**Course Description**

Advanced administration topics including SSO configuration, SCIM
provisioning, security hardening, and audit management.

**Prerequisites**

-   PM-200: Administrator Essentials

**Learning Objectives**

By the end of this course, learners will be able to:

-   Configure SAML and OIDC single sign-on

-   Set up SCIM automated provisioning

-   Implement security best practices

-   Manage audit logs and compliance reporting

-   Perform data export and backup operations

**Course Outline**

  Module                       Duration   Topics
  ---------------------------- ---------- ------------------------------------------------------
  **2.6 SSO Configuration**    35 min     SAML setup, OIDC setup, testing, troubleshooting
  **2.7 SCIM Provisioning**    25 min     SCIM setup, group mapping, lifecycle management
  **2.8 Security Hardening**   25 min     IP allowlisting, session policies, security settings
  **2.9 Audit & Compliance**   20 min     Audit logs, exports, retention, compliance reporting
  **2.10 Data Management**     15 min     Exports, backups, data residency

**Materials**

  Material                               Format           Description
  -------------------------------------- ---------------- -------------------------------------
  Video: SSO Configuration Walkthrough   MP4 (20 min)     Okta and Azure AD examples
  Video: SCIM Setup Guide                MP4 (15 min)     End-to-end SCIM configuration
  Lab: Configure SAML SSO                Sandbox          Complete SSO setup with test IdP
  Lab: Security Audit                    Sandbox          Review and harden security settings
  Reference: SSO Configuration Guide     PDF (10 pages)   Detailed SSO instructions
  Reference: Security Checklist          PDF (2 pages)    Security hardening checklist

**Assessment**

-   Quiz: 15 multiple choice questions (80% to pass)

-   Lab: Configure SSO with test identity provider

-   Lab: Generate and analyze audit report

**PM-210: INTEGRATION MANAGEMENT**

**Administrators \| 1.5 hours \| Optional**

**Course Description**

Deep dive into all available integrations, including advanced
configuration, custom webhooks, and API usage.

**Prerequisites**

-   PM-200: Administrator Essentials

**Learning Objectives**

By the end of this course, learners will be able to:

-   Configure all standard integrations

-   Set up custom webhooks

-   Use the Phase Mirror API

-   Troubleshoot integration issues

-   Design integration architectures

**Course Outline**

  Module                                 Duration   Topics
  -------------------------------------- ---------- ------------------------------------------
  **2.11 Source Control Integrations**   20 min     GitHub, GitLab, Bitbucket advanced setup
  **2.12 Workflow Integrations**         20 min     Jira, ServiceNow, ticketing systems
  **2.13 Communication Integrations**    15 min     Slack, Teams advanced notifications
  **2.14 SIEM Integrations**             15 min     Splunk, Sumo Logic, security monitoring
  **2.15 API & Webhooks**                20 min     REST API usage, custom webhooks

**Materials**

  Material                          Format          Description
  --------------------------------- --------------- ---------------------------------------
  Video: Integration Architecture   MP4 (10 min)    Best practices for integration design
  Lab: ServiceNow Integration       Sandbox         Complete ServiceNow setup
  Lab: Custom Webhook               Sandbox         Create custom webhook
  Reference: API Documentation      Online          Full API reference
  Reference: Integration Matrix     PDF (3 pages)   All integrations with requirements
  Code Samples: API Examples        GitHub repo     Python, JavaScript examples

**Assessment**

-   Quiz: 10 multiple choice questions (80% to pass)

-   Lab: Configure custom webhook

-   Lab: Make API calls to retrieve data

**PM-290: ADMINISTRATOR CERTIFICATION**

**Administrators \| 1 hour exam \| Optional**

**Certification Description**

Validates comprehensive administrator knowledge and skills. Required for
organizations seeking Phase Mirror Certified Partner status.

**Prerequisites**

-   PM-100, PM-200, PM-201 completed

-   PM-210 recommended

**Exam Format**

  Component           Details
  ------------------- --------------------------------------------------------------
  **Format**          Online proctored exam
  **Duration**        60 minutes
  **Questions**       50 questions (multiple choice, multi-select, scenario-based)
  **Passing Score**   80% (40/50 correct)
  **Retake Policy**   2 attempts included, 14-day wait between attempts
  **Validity**        2 years

**Exam Domains**

  Domain                          Weight   Topics
  ------------------------------- -------- ---------------------------------------------
  **User Management**             25%      Provisioning, roles, permissions, lifecycle
  **Authentication & Security**   25%      SSO, MFA, security settings, audit
  **Integrations**                25%      Setup, troubleshooting, API
  **Operations**                  15%      Monitoring, backup, maintenance
  **Troubleshooting**             10%      Issue diagnosis, resolution, escalation

**Study Materials**

-   All PM-200 series course materials

-   Practice exam (40 questions)

-   Study guide with exam objectives

**Certification Benefits**

-   Digital badge for LinkedIn

-   Listed in Phase Mirror certified directory

-   Priority support queue access

-   Early access to new features

**PM-300: GOVERNANCE FUNDAMENTALS**

**Governance Leads \| 2 hours \| Required for Governance Leads**

**Course Description**

Core governance skills including understanding governance frameworks,
configuring basic rules, and managing dissonances.

**Prerequisites**

-   PM-100: Platform Fundamentals

**Learning Objectives**

By the end of this course, learners will be able to:

-   Explain the Phase Mirror governance methodology

-   Configure risk classification tiers

-   Create and manage governance rules

-   Review and triage dissonances

-   Generate governance reports

**Course Outline**

  Module                           Duration   Topics
  -------------------------------- ---------- ----------------------------------------------------
  **3.1 Governance Methodology**   25 min     Mirror-Dissonance-Phase, productive contradictions
  **3.2 Risk Classification**      20 min     Tier definitions, criteria, configuration
  **3.3 Governance Rules**         30 min     Rule types, conditions, actions, testing
  **3.4 Dissonance Management**    25 min     Review, triage, action items, resolution
  **3.5 Reporting Basics**         20 min     Dashboards, standard reports, scheduling

**Materials**

  Material                            Format          Description
  ----------------------------------- --------------- --------------------------------------
  Video: The Dissonance Methodology   MP4 (15 min)    Conceptual explanation with examples
  Video: Configuring Governance       MP4 (20 min)    Screen recording of configuration
  Lab: Configure Risk Tiers           Sandbox         Set up risk classification
  Lab: Create Governance Rules        Sandbox         Create 5 different rules
  Lab: Triage Dissonances             Sandbox         Process 10 sample dissonances
  Case Study: Financial Services      PDF (5 pages)   Real-world governance example
  Reference: Governance Quick Start   PDF (3 pages)   Configuration checklist

**Assessment**

-   Quiz: 20 multiple choice questions (80% to pass)

-   Lab: Configure complete governance framework

-   Case Study: Analyze and recommend governance approach

**PM-301: ADVANCED GOVERNANCE**

**Governance Leads \| 2 hours \| Recommended for Governance Leads**

**Course Description**

Advanced governance topics including workflow design, complex rule
configuration, compliance integration, and organizational change
management.

**Prerequisites**

-   PM-300: Governance Fundamentals

**Learning Objectives**

By the end of this course, learners will be able to:

-   Design and configure approval workflows

-   Create complex, conditional governance rules

-   Integrate governance with compliance frameworks

-   Lead governance program adoption

-   Measure and optimize governance effectiveness

**Course Outline**

  Module                           Duration   Topics
  -------------------------------- ---------- ---------------------------------------------
  **3.6 Workflow Design**          30 min     Approval workflows, escalations, SLAs
  **3.7 Advanced Rules**           25 min     Conditional logic, custom rules, testing
  **3.8 Compliance Integration**   25 min     Mapping regulations, evidence collection
  **3.9 Change Management**        20 min     Adoption strategies, stakeholder management
  **3.10 Governance Metrics**      20 min     KPIs, dashboards, continuous improvement

**Materials**

  Material                            Format           Description
  ----------------------------------- ---------------- ---------------------------------
  Video: Workflow Design Patterns     MP4 (15 min)     Best practices for workflows
  Video: Measuring Governance         MP4 (10 min)     Setting up metrics
  Lab: Create Approval Workflow       Sandbox          Multi-step approval workflow
  Lab: Custom Dashboard               Sandbox          Build governance dashboard
  Workshop Guide: Governance Design   PDF (10 pages)   Facilitator guide for workshops
  Template: Governance Metrics        Excel            KPI tracking template
  Case Study: Enterprise Rollout      PDF (8 pages)    Large organization adoption

**Assessment**

-   Quiz: 20 multiple choice questions (80% to pass)

-   Lab: Design and implement approval workflow

-   Project: Create governance metrics dashboard

**PM-310: COMPLIANCE PACKS**

**Governance Leads \| Variable Duration \| As Needed**

**Course Description**

Specialized training on each compliance pack. Take only the packs
relevant to your organization.

**PM-311: EU AI Act Compliance Pack (2 hours)**

  Module                              Duration   Topics
  ----------------------------------- ---------- ---------------------------------------------
  **3.11.1 EU AI Act Overview**       30 min     Regulation structure, timeline, obligations
  **3.11.2 Risk Classification**      30 min     Annex III categories, classification engine
  **3.11.3 High-Risk Requirements**   30 min     Article 9-15 requirements, documentation
  **3.11.4 Conformity Assessment**    30 min     Assessment process, declaration, CE marking

**Materials:**

-   Video: EU AI Act Explained (20 min)

-   Lab: Classify AI Systems

-   Lab: Complete Conformity Assessment

-   Reference: EU AI Act Requirements Matrix

-   Template: Technical Documentation

**PM-312: Financial Services Compliance Pack (2 hours)**

  Module                        Duration   Topics
  ----------------------------- ---------- ----------------------------------------------------
  **3.12.1 SR 11-7 Overview**   30 min     Model risk management framework
  **3.12.2 Model Inventory**    30 min     Registration, classification, inventory management
  **3.12.3 Fair Lending**       30 min     Bias monitoring, adverse action, documentation
  **3.12.4 Examination Prep**   30 min     OCC/Fed requirements, documentation packages

**Materials:**

-   Video: SR 11-7 Deep Dive (25 min)

-   Lab: Configure Model Risk Tiers

-   Lab: Set Up Bias Monitoring

-   Lab: Generate Exam Package

-   Reference: Regulatory Mapping Guide

-   Template: Model Documentation

**PM-313: Healthcare Compliance Pack (2 hours)**

  Module                               Duration   Topics
  ------------------------------------ ---------- --------------------------------------------
  **3.13.1 Healthcare AI Landscape**   30 min     Regulatory overview, HIPAA, FDA
  **3.13.2 HIPAA Requirements**        30 min     PHI handling, safeguards, BAA
  **3.13.3 FDA SaMD Guidance**         30 min     Classification, validation, documentation
  **3.13.4 Clinical Validation**       30 min     Validation workflows, evidence, monitoring

**Materials:**

-   Video: Healthcare AI Governance (20 min)

-   Lab: Configure HIPAA Controls

-   Lab: FDA Classification

-   Reference: Healthcare Compliance Matrix

-   Template: Clinical Validation Protocol

**PM-314: Agentic AI Governance Pack (1.5 hours)**

  Module                           Duration   Topics
  -------------------------------- ---------- --------------------------------------------------
  **3.14.1 Agentic AI Concepts**   25 min     What makes AI \"agentic,\" governance challenges
  **3.14.2 Autonomy Boundaries**   25 min     Defining limits, escalation triggers
  **3.14.3 Human Oversight**       25 min     Oversight models, checkpoints, audit trails
  **3.14.4 Monitoring Agents**     25 min     Behavior monitoring, anomaly detection

**Materials:**

-   Video: Governing AI That Acts (15 min)

-   Lab: Configure Autonomy Boundaries

-   Lab: Set Up Escalation Rules

-   Reference: Agentic AI Governance Framework

-   Case Study: Autonomous Trading System

**PM-390: GOVERNANCE LEAD CERTIFICATION**

**Governance Leads \| 1.5 hour exam \| Optional**

**Certification Description**

Validates comprehensive governance knowledge and skills. Recommended for
compliance officers and risk managers.

**Prerequisites**

-   PM-100, PM-300, PM-301 completed

-   At least one PM-310 series course recommended

**Exam Format**

  Component           Details
  ------------------- --------------------------------------------------------------
  **Format**          Online proctored exam
  **Duration**        90 minutes
  **Questions**       60 questions (multiple choice, multi-select, scenario-based)
  **Passing Score**   80% (48/60 correct)
  **Retake Policy**   2 attempts included, 14-day wait between attempts
  **Validity**        2 years

**Exam Domains**

  Domain                       Weight   Topics
  ---------------------------- -------- ------------------------------------------------
  **Governance Methodology**   20%      Dissonance approach, productive contradictions
  **Configuration**            25%      Risk tiers, rules, workflows
  **Dissonance Management**    20%      Triage, action items, remediation
  **Compliance**               20%      Regulatory mapping, evidence, reporting
  **Program Management**       15%      Metrics, adoption, improvement

**PM-400: SYSTEM OWNER ESSENTIALS**

**System Owners \| 1.5 hours \| Required for System Owners**

**Course Description**

Essential skills for AI system owners including registration,
documentation, dissonance response, and periodic reviews.

**Prerequisites**

-   PM-100: Platform Fundamentals

**Learning Objectives**

By the end of this course, learners will be able to:

-   Register AI systems accurately and completely

-   Upload and maintain required documentation

-   Respond appropriately to dissonances

-   Complete periodic reviews

-   Manage action items effectively

**Course Outline**

  Module                        Duration   Topics
  ----------------------------- ---------- ------------------------------------------------------
  **4.1 System Registration**   25 min     Required fields, risk classification, best practices
  **4.2 Documentation**         25 min     Required documents, upload process, maintenance
  **4.3 Dissonance Response**   20 min     Understanding findings, creating action items
  **4.4 Periodic Reviews**      15 min     Review process, checklist, documentation
  **4.5 Action Management**     15 min     Tracking, completion, verification

**Materials**

  Material                            Format         Description
  ----------------------------------- -------------- --------------------------------
  Video: Registering Your AI System   MP4 (15 min)   Step-by-step walkthrough
  Video: Responding to Dissonances    MP4 (10 min)   Best practices
  Lab: Register an AI System          Sandbox        Complete registration exercise
  Lab: Respond to Dissonance          Sandbox        Process sample finding
  Lab: Complete Periodic Review       Sandbox        Full review exercise
  Checklist: System Registration      PDF (1 page)   Required information checklist
  Checklist: Periodic Review          PDF (1 page)   Review completion checklist
  Template: AI System Documentation   Various        Standard doc templates

**Assessment**

-   Quiz: 15 multiple choice questions (80% to pass)

-   Lab: Register AI system with all required information

-   Lab: Respond to dissonance finding

**PM-401: ADVANCED SYSTEM MANAGEMENT**

**System Owners \| 1 hour \| Optional**

**Course Description**

Advanced system ownership topics including complex systems, transfers,
exceptions, and optimization.

**Prerequisites**

-   PM-400: System Owner Essentials

**Learning Objectives**

By the end of this course, learners will be able to:

-   Manage complex, multi-component AI systems

-   Handle ownership transfers professionally

-   Request and manage exceptions appropriately

-   Optimize governance for their systems

**Course Outline**

  Module                          Duration   Topics
  ------------------------------- ---------- -------------------------------------------------------
  **4.6 Complex Systems**         20 min     Multi-component systems, dependencies, hierarchies
  **4.7 Transfers & Archiving**   15 min     Ownership transfer, system archiving, decommissioning
  **4.8 Exceptions**              15 min     When to request, process, documentation
  **4.9 Optimization**            10 min     Reducing friction, automation, efficiency

**Materials**

  Material                          Format          Description
  --------------------------------- --------------- ----------------------------
  Video: Managing Complex Systems   MP4 (10 min)    Strategies and examples
  Lab: Ownership Transfer           Sandbox         Complete transfer process
  Lab: Request Exception            Sandbox         Exception request workflow
  Reference: Exception Guidelines   PDF (2 pages)   When and how to request
  Case Study: System Lifecycle      PDF (3 pages)   Full lifecycle management

**PM-490: SYSTEM OWNER CERTIFICATION**

**System Owners \| 45 minute exam \| Optional**

**Certification Description**

Validates system owner competency. Recommended for AI/ML team leads.

**Prerequisites**

-   PM-100, PM-400 completed

-   PM-401 recommended

**Exam Format**

  Component           Details
  ------------------- ------------------------------------------------
  **Format**          Online exam (not proctored)
  **Duration**        45 minutes
  **Questions**       30 questions (multiple choice, scenario-based)
  **Passing Score**   80% (24/30 correct)
  **Retake Policy**   3 attempts included
  **Validity**        2 years

**Exam Domains**

  Domain                    Weight   Topics
  ------------------------- -------- ----------------------------------------
  **Registration**          30%      Complete, accurate system registration
  **Documentation**         25%      Required docs, maintenance, currency
  **Dissonance Response**   25%      Triage, action items, remediation
  **Reviews & Lifecycle**   20%      Periodic reviews, transfers, archiving

**PM-500: CONTRIBUTOR ESSENTIALS**

**Contributors \| 45 minutes \| Required for Contributors**

**Course Description**

Essential skills for contributors who support AI system documentation
and action item completion.

**Prerequisites**

-   PM-100: Platform Fundamentals

**Learning Objectives**

By the end of this course, learners will be able to:

-   Navigate to assigned AI systems

-   Update documentation appropriately

-   Upload documents correctly

-   Complete assigned action items

-   Communicate effectively through the platform

**Course Outline**

  Module                             Duration   Topics
  ---------------------------------- ---------- ---------------------------------------------
  **5.1 Your Role as Contributor**   10 min     Permissions, responsibilities, expectations
  **5.2 Documentation Updates**      15 min     Editing, uploading, version control
  **5.3 Action Items**               15 min     Viewing, working, completing action items
  **5.4 Communication**              5 min      Comments, notifications, \@mentions

**Materials**

  Material                                 Format         Description
  ---------------------------------------- -------------- ----------------------------
  Video: Contributor Quick Start           MP4 (10 min)   Overview and walkthrough
  Lab: Update Documentation                Sandbox        Edit and upload docs
  Lab: Complete Action Item                Sandbox        Full action item lifecycle
  Reference: Contributor Quick Reference   PDF (1 page)   Common tasks guide

**Assessment**

-   Quiz: 10 multiple choice questions (80% to pass)

-   Lab: Update documentation and complete action item

**PM-600: EXECUTIVE OVERVIEW**

**Executives/Viewers \| 30 minutes \| Required for Executives**

**Course Description**

High-level overview for executives and board members who need to
understand AI governance and interpret dashboards.

**Prerequisites**

-   None

**Learning Objectives**

By the end of this course, learners will be able to:

-   Articulate the importance of AI governance

-   Interpret the governance health dashboard

-   Understand key metrics and what they mean

-   Know when to escalate or ask questions

**Course Outline**

  Module                              Duration   Topics
  ----------------------------------- ---------- -----------------------------------------------------
  **6.1 Why AI Governance Matters**   10 min     Regulatory landscape, risk exposure, business value
  **6.2 Reading the Dashboard**       15 min     Health score, key metrics, red flags
  **6.3 Your Role**                   5 min      Oversight responsibilities, questions to ask

**Materials**

  Material                               Format          Description
  -------------------------------------- --------------- -------------------------
  Video: AI Governance in 5 Minutes      MP4 (5 min)     Executive summary video
  Video: Dashboard Walkthrough           MP4 (10 min)    Interpreting metrics
  Reference: Executive Dashboard Guide   PDF (2 pages)   Metric explanations
  Reference: Questions to Ask            PDF (1 page)    Key oversight questions

**Assessment**

-   No formal assessment (completion tracked)

**PM-601: BOARD REPORTING**

**Executives/Governance Leads \| 30 minutes \| Optional**

**Course Description**

How to generate and present board-level AI governance reports.

**Prerequisites**

-   PM-600: Executive Overview

**Learning Objectives**

By the end of this course, learners will be able to:

-   Generate board-ready reports

-   Customize reports for different audiences

-   Present AI governance status effectively

-   Address common board questions

**Course Outline**

  Module                            Duration   Topics
  --------------------------------- ---------- --------------------------------------------
  **6.4 Board Report Generation**   15 min     Report types, customization, scheduling
  **6.5 Effective Presentation**    15 min     Key messages, common questions, escalation

**Materials**

  Material                        Format          Description
  ------------------------------- --------------- ------------------------------
  Video: Creating Board Reports   MP4 (10 min)    Step-by-step guide
  Template: Board Presentation    PowerPoint      Customizable template
  Reference: Board Q&A Guide      PDF (3 pages)   Common questions and answers

**PM-700: AUDITOR ACCESS**

**Auditors \| 1 hour \| Required for Auditors**

**Course Description**

Training for internal and external auditors on accessing audit
information and generating evidence packages.

**Prerequisites**

-   PM-100: Platform Fundamentals

**Learning Objectives**

By the end of this course, learners will be able to:

-   Navigate audit-relevant sections

-   Access and export audit trails

-   Generate comprehensive audit packages

-   Understand data integrity features

**Course Outline**

  Module                        Duration   Topics
  ----------------------------- ---------- ----------------------------------------------
  **7.1 Auditor Permissions**   10 min     Access scope, restrictions, responsibilities
  **7.2 Audit Trail Access**    20 min     Log types, filtering, exporting
  **7.3 Evidence Collection**   20 min     Documentation access, audit packages
  **7.4 Data Integrity**        10 min     Timestamps, hashes, tamper evidence

**Materials**

  Material                             Format          Description
  ------------------------------------ --------------- ----------------------------------
  Video: Auditor Walkthrough           MP4 (15 min)    Full auditor workflow
  Lab: Generate Audit Package          Sandbox         Create comprehensive package
  Reference: Auditor Quick Reference   PDF (2 pages)   Key locations and actions
  Reference: Audit Evidence Guide      PDF (5 pages)   What\'s available, where to find

**Assessment**

-   Quiz: 10 multiple choice questions (80% to pass)

-   Lab: Generate audit evidence package

**TRAINING DELIVERY OPTIONS**

**Delivery Formats**

  Format                              Description                        Best For
  ----------------------------------- ---------------------------------- -----------------------------------------
  **Self-Paced Online**               On-demand videos, readings, labs   Individual learning, flexible schedules
  **Virtual Instructor-Led (VILT)**   Live webinar with instructor       Groups, interactive learning
  **In-Person Instructor-Led**        On-site classroom training         Large groups, executive sessions
  **Blended**                         Self-paced + live sessions         Comprehensive programs

**Training by Tier**

  Tier             Included Training                             Additional Options
  ---------------- --------------------------------------------- ------------------------
  **Community**    Self-paced online (all PM courses)            None
  **Team**         Self-paced online + 1 VILT session            Additional VILT (\$)
  **Business**     Self-paced + 2 VILT sessions + CSM coaching   In-person (\$), custom
  **Enterprise**   Full program + unlimited VILT + in-person     Custom curriculum

**Session Scheduling**

**Virtual Instructor-Led Training:**

  Course                  Frequency   Duration   Max Participants
  ----------------------- ----------- ---------- ------------------
  PM-100 (All Users)      Weekly      45 min     50
  PM-200 (Admin)          Bi-weekly   2.5 hrs    20
  PM-300 (Governance)     Bi-weekly   2.5 hrs    20
  PM-400 (System Owner)   Weekly      2 hrs      30
  PM-500 (Contributor)    Weekly      1 hr       50
  PM-600 (Executive)      Monthly     45 min     20

**Custom Training:**

  Option              Description                               Minimum
  ------------------- ----------------------------------------- -----------------
  Private VILT        Exclusive session for your organization   10 participants
  On-site Training    Instructor at your location               20 participants
  Custom Curriculum   Tailored content for your needs           Enterprise tier
  Train-the-Trainer   Enable internal trainers                  Business tier+

**TRAINING MATERIALS INVENTORY**

**Video Library**

  Course          Video Count     Total Duration
  --------------- --------------- ----------------
  PM-100          4 videos        30 min
  PM-200          5 videos        45 min
  PM-201          4 videos        35 min
  PM-210          4 videos        30 min
  PM-300          5 videos        50 min
  PM-301          4 videos        35 min
  PM-310 series   12 videos       90 min
  PM-400          4 videos        35 min
  PM-401          3 videos        20 min
  PM-500          2 videos        15 min
  PM-600          2 videos        15 min
  PM-601          2 videos        15 min
  PM-700          2 videos        20 min
  **TOTAL**       **53 videos**   **\~7 hours**

**Reference Materials**

  Type                    Count   Formats
  ----------------------- ------- ----------------------------
  Quick Reference Cards   15      PDF (1-2 pages)
  Detailed Guides         12      PDF (5-15 pages)
  Checklists              10      PDF (1 page)
  Templates               20      Various (Word, Excel, PPT)
  Case Studies            8       PDF (3-8 pages)

**Lab Environments**

  Lab Type              Count   Platform
  --------------------- ------- -------------------------------
  Sandbox exercises     25      Phase Mirror sandbox instance
  Simulations           5       Interactive web-based
  Guided walkthroughs   10      In-app tutorials

**ASSESSMENT & CERTIFICATION**

**Assessment Types**

  Type                     Purpose                             Format
  ------------------------ ----------------------------------- -----------------------------------
  **Knowledge Check**      Reinforce learning within modules   3-5 questions, immediate feedback
  **Course Quiz**          Validate course completion          10-20 questions, 80% to pass
  **Lab Assessment**       Validate practical skills           Hands-on exercise, evaluated
  **Certification Exam**   Validate comprehensive competency   Proctored, 80% to pass

**Certification Summary**

  Certification     Code     Exam Duration   Questions   Passing   Validity
  ----------------- -------- --------------- ----------- --------- ----------
  Administrator     PM-290   60 min          50          80%       2 years
  Governance Lead   PM-390   90 min          60          80%       2 years
  System Owner      PM-490   45 min          30          80%       2 years

**Certification Maintenance**

  Activity                            Credit
  ----------------------------------- ----------------
  Complete new PM course              5 credits
  Attend webinar                      2 credits
  Complete compliance pack training   5 credits
  Pass annual refresher quiz          10 credits
  **Required annually**               **15 credits**

**IMPLEMENTATION TRAINING SCHEDULE**

**Business Tier (6-Week Implementation)**

  Week         Training Activities                Participants
  ------------ ---------------------------------- --------------------------
  **Week 1**   PM-100 (self-paced)                All
  **Week 2**   PM-200 VILT (Admins)               Admins
  **Week 3**   PM-300 VILT (Governance)           Governance Leads
  **Week 4**   PM-400 VILT (Pilot owners)         Pilot System Owners
  **Week 5**   PM-400 VILT (Remaining owners)     All System Owners
  **Week 6**   PM-500 (self-paced), PM-600 VILT   Contributors, Executives

**Enterprise Tier (12-Week Implementation)**

  Week               Training Activities                     Participants
  ------------------ --------------------------------------- --------------------------
  **Week 2**         PM-100 (self-paced)                     All
  **Week 3**         PM-200/201 VILT (2 sessions)            Admins
  **Week 4**         PM-300 VILT                             Governance Leads
  **Week 5**         PM-301 VILT                             Governance Leads
  **Week 6**         PM-310 series (as applicable)           Governance Leads
  **Week 7**         PM-400 VILT (Pilot cohort)              Pilot System Owners
  **Week 9**         PM-400 VILT (Wave 1)                    Wave 1 System Owners
  **Week 10**        PM-400 VILT (Wave 2)                    Wave 2 System Owners
  **Week 11**        PM-400 VILT (Wave 3)                    Wave 3 System Owners
  **Week 12**        PM-500 (self-paced), PM-600 in-person   Contributors, Executives
  **Post go-live**   Certification exams available           All certified roles

**TRAINING ADMINISTRATION**

**Learning Management System (LMS)**

**Phase Mirror Academy**
([[academy.phasemirror.com]{.underline}](http://academy.phasemirror.com))

  Feature                 Description
  ----------------------- ----------------------------------------------
  **Course catalog**      All courses with descriptions, prerequisites
  **Progress tracking**   Individual and team progress dashboards
  **Assignment**          Admins can assign courses to users
  **Scheduling**          Register for VILT sessions
  **Certificates**        Download completion certificates
  **Reporting**           Training completion reports for compliance

**Training Metrics**

  Metric                   Target                Measurement
  ------------------------ --------------------- -------------------------------
  Course completion rate   \>90%                 LMS tracking
  Assessment pass rate     \>85% first attempt   LMS tracking
  Time to proficiency      \<2 weeks             Days from start to completion
  Training satisfaction    \>4.5/5               Post-course survey
  Knowledge retention      \>80%                 90-day follow-up quiz

**Reporting for Compliance**

**Available Reports:**

  Report                     Content                              Frequency
  -------------------------- ------------------------------------ -----------
  **Completion Summary**     Who completed what, when             On-demand
  **Role Compliance**        Required vs. completed by role       Weekly
  **Certification Status**   Active certifications, expirations   Monthly
  **Training History**       Individual training records          On-demand
  **Audit Package**          Full training documentation          On-demand

**CUSTOM TRAINING OPTIONS**

**Train-the-Trainer Program**

**Purpose:** Enable internal trainers to deliver Phase Mirror training

**Program Structure:**

  Phase                       Duration       Activities
  --------------------------- -------------- ----------------------------------------
  **Certification**           2 weeks        Complete relevant role certification
  **Facilitation Training**   2 days         Instructor skills, materials, delivery
  **Shadowing**               1-2 sessions   Observe Phase Mirror instructor
  **Co-facilitation**         1-2 sessions   Deliver with Phase Mirror instructor
  **Solo delivery**           Ongoing        Independent delivery with support

**Materials Provided:**

-   Facilitator guides for all courses

-   Slide decks with speaker notes

-   Lab setup instructions

-   Assessment keys

-   Ongoing content updates

**Requirements:**

-   Business tier or higher

-   Certified in relevant role

-   Complete facilitation training

-   Deliver minimum 4 sessions/year to maintain status

**Custom Curriculum Development**

**For organizations with unique needs:**

  Option                      Description                                            Timeline
  --------------------------- ------------------------------------------------------ ------------
  **Content Customization**   Modify existing courses with your branding, examples   2-4 weeks
  **Industry-Specific**       Create modules for specific industry context           4-6 weeks
  **Integration-Specific**    Training for custom integrations                       2-4 weeks
  **Full Custom Course**      Entirely new curriculum                                6-12 weeks

**ONGOING LEARNING**

**Continuous Education**

  Resource                     Description                                  Frequency
  ---------------------------- -------------------------------------------- ------------------
  **Monthly Webinars**         New features, best practices, case studies   Monthly
  **Release Notes Training**   New release walkthrough                      Per release
  **Office Hours**             Live Q&A with product experts                Weekly
  **Community Forums**         Peer learning and support                    Always available
  **Blog & Knowledge Base**    Articles, guides, tutorials                  Ongoing updates

**Learning Reinforcement**

  Activity                     Description                     Timing
  ---------------------------- ------------------------------- -----------------------
  **30-Day Check-in**          Quick quiz on key concepts      30 days post-training
  **90-Day Refresher**         Micro-learning modules          90 days post-training
  **Annual Recertification**   Updated content, new features   Annual
  **Just-in-Time Learning**    In-app guidance and tooltips    Contextual

**TRAINING RESOURCES QUICK REFERENCE**

**Where to Find Training**

  Resource               URL                                                                           Access
  ---------------------- ----------------------------------------------------------------------------- ------------------
  Phase Mirror Academy   [[academy.phasemirror.com]{.underline}](http://academy.phasemirror.com)       All users
  Help Center            [[help.phasemirror.com]{.underline}](http://help.phasemirror.com)             Public
  Community Forums       [[community.phasemirror.com]{.underline}](http://community.phasemirror.com)   Registered users
  Documentation          [[docs.phasemirror.com]{.underline}](http://docs.phasemirror.com)             Public
  YouTube Channel        [[youtube.com/\@phasemirror]{.underline}](http://youtube.com/@phasemirror)    Public

**Training Contacts**

  Need                       Contact
  -------------------------- ----------------------------------------------------------------------------------------
  Training questions         [[training\@phasemirror.com]{.underline}](mailto:training@phasemirror.com)
  Schedule VILT session      Your CSM or [[training\@phasemirror.com]{.underline}](mailto:training@phasemirror.com)
  Certification support      [[certifications\@phasemirror.com]{.underline}](mailto:certifications@phasemirror.com)
  Custom training requests   Your CSM or [[training\@phasemirror.com]{.underline}](mailto:training@phasemirror.com)
  LMS technical issues       [[support\@phasemirror.com]{.underline}](mailto:support@phasemirror.com)

**APPENDIX: SAMPLE MATERIALS**

**Sample: Module Learning Objectives Template**

MODULE \[X.X\]: \[Module Title\]\
\
DURATION: \[XX\] minutes\
\
LEARNING OBJECTIVES:\
By the end of this module, learners will be able to:\
1. \[Action verb\] + \[specific skill/knowledge\] +
\[context/condition\]\
2. \[Action verb\] + \[specific skill/knowledge\] +
\[context/condition\]\
3. \[Action verb\] + \[specific skill/knowledge\] +
\[context/condition\]\
\
TOPICS COVERED:\
• Topic 1\
• Topic 2\
• Topic 3\
\
ACTIVITIES:\
• \[Video/Reading/Demo/Lab/Discussion\]\
\
ASSESSMENT:\
• Knowledge check: \[X\] questions

**Sample: Lab Exercise Template**

LAB: \[Lab Title\]\
COURSE: PM-\[XXX\]\
DURATION: \[XX\] minutes\
DIFFICULTY: \[Beginner/Intermediate/Advanced\]\
\
OBJECTIVES:\
After completing this lab, you will be able to:\
• \[Objective 1\]\
• \[Objective 2\]\
\
PREREQUISITES:\
• \[Prerequisite 1\]\
• \[Prerequisite 2\]\
\
SCENARIO:\
\[Description of the scenario the learner will work through\]\
\
INSTRUCTIONS:\
\
STEP 1: \[Step Title\]\
1.1 \[Detailed instruction\]\
1.2 \[Detailed instruction\]\
Expected result: \[What they should see\]\
\
STEP 2: \[Step Title\]\
2.1 \[Detailed instruction\]\
2.2 \[Detailed instruction\]\
Expected result: \[What they should see\]\
\
\[Continue for all steps\]\
\
VERIFICATION:\
To confirm you\'ve completed this lab successfully:\
☐ \[Verification item 1\]\
☐ \[Verification item 2\]\
☐ \[Verification item 3\]\
\
TROUBLESHOOTING:\
• Issue: \[Common issue\]\
Solution: \[How to resolve\]\
\
SUMMARY:\
In this lab, you \[summary of what was accomplished\].

**Sample: Quiz Question Formats**

MULTIPLE CHOICE (Single Answer):\
What is the primary purpose of Phase Mirror\'s dissonance methodology?\
A) To monitor AI system performance\
B) To surface contradictions between governance policy and reality\
C) To automate AI system deployment\
D) To replace human oversight of AI\
\
Correct: B\
Explanation: The dissonance methodology identifies gaps between\
stated governance and actual implementation, converting these\
productive contradictions into actionable levers.\
\
\-\--\
\
MULTIPLE SELECT (Multiple Answers):\
Which of the following are valid risk tiers in Phase Mirror?\
(Select all that apply)\
☐ A) Critical\
☐ B) Urgent\
☐ C) High\
☐ D) Medium\
☐ E) Low\
☐ F) Minimal\
\
Correct: A, C, D, E\
Explanation: Phase Mirror uses four risk tiers: Critical, High,\
Medium, and Low. \"Urgent\" and \"Minimal\" are not standard tiers.\
\
\-\--\
\
SCENARIO-BASED:\
You receive a dissonance finding indicating that a Critical AI\
system\'s documentation hasn\'t been updated in 6 months, violating\
your 30-day policy. The system owner is on vacation for 2 weeks.\
What is the most appropriate action?\
\
A) Wait for the system owner to return\
B) Dismiss the dissonance as a false positive\
C) Assign the action item to a delegate and set appropriate timeline\
D) Immediately escalate to executive leadership\
\
Correct: C\
Explanation: Critical dissonances should be addressed promptly.\
Assigning to a delegate ensures progress while respecting that\
the owner is unavailable. The timeline can account for their return\
for final review.

**END OF TRAINING CURRICULUM**

This comprehensive training curriculum provides the foundation for all
Phase Mirror learning. Would you like me to create:

-   Detailed facilitator guides for instructor-led sessions

-   Complete lab exercise workbooks

-   Assessment question banks for each course

-   Training video scripts

-   Certification exam study guides

-   Train-the-trainer program materials?

⁂

1.  A Clear Guide to Phase Mirror\'s Services.pdf

2.  Phase mirror dissonance\_\_\_Open core must be useful.pdf

3.  Phase Mirror\_ Comprehensive Services Catalog.docx.pdf

4.  License\_ Strategic & Legal Analysis.pdf

5.  Phase Mirror\_ Consultation & SaaS.pdf

6.  Agentic Domain-Specific Reasoning.pdf

7.  Policy Memo\_ Managing Agentic AI Liability with the Phase Mirror
    > Framework.pdf

8.  The Phase Mirror does not resolve dissonance---it names it.pdf

9.  Understanding Phase Mirror Dissonance\_ A Beginner\'s Guide.pdf

10. The Phase of Mirror Dissonance.pdf

11. Implementation Guide\_ Applying Phase Mirror Dissonance.pdf
