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 Duration 14 hours

Course Outline

  • Day 1: Mastering Claude for Daily Operational Work
    • Onboarding and Setting Objectives
      • Assessing each participant’s current status and available license tiers.
      • Each participant identifies a specific use case to be addressed throughout the two days.
      • Overview of Claude’s current capabilities and its inherent limitations.
      • Exercise: Document your specific use case on a card, detailing the objective, input materials, and desired outcome.
    • Fundamentals of Language Models
      • Understanding tokens and context windows, specifically how much text a model processes simultaneously.
      • Explaining why identical queries may yield varying responses.
      • Addressing model hallucinations (inventing details) and strategies to mitigate them.
      • Comparing the Haiku, Sonnet and Opus models based on quality, speed and usage limits.
      • Determining when Claude, Copilot or ChatGPT is the superior choice for a task.
      • Exercise: Execute the same task using two different models and compare the results in terms of quality and speed.
    • Effective Instruction and Context Management
      • Key components of effective prompting: role, task, context, examples, format and constraints.
      • Enabling Claude to ask clarifying questions before commencing a task.
      • Summarizing and comparing lengthy documents, and retrieving specific supporting passages.
      • Integrating review steps directly into the initial instructions.
      • Exercise: Refine a weak prompt from your daily work over three iterations and compare the versions side-by-side.
    • Projects as Shared Memory
      • Logical separation of project instructions and knowledge files.
      • Centralized storage for house style, product knowledge and templates.
      • Distinguishing between team and private areas, and safeguarding sensitive content.
      • Reviewing, correcting and disabling memory when necessary.
      • Exercise: Create a project for your specific use case, including custom instructions and three knowledge files.
    • Artifacts, File Handling and Analysis
      • Generating reports, tables, charts and presentation drafts as artifacts.
      • Querying and comparing data within Excel, PDF and Word documents.
      • Using analysis tools to calculate figures and verifying their accuracy.
      • Exporting, publishing and sharing artifacts within your team.
      • Exercise: Create an analysis including a chart and a brief commentary based on an anonymized Excel dataset.
    • Day 1 Outcome: Each participant will have a configured project for their use case, two improved templates, and a first artifact built from real material.
  • Day 2: Expanding Claude’s Capabilities with Skills, Connectors, Cowork and Routines
    • Overview of the Claude Ecosystem
      • Platforms and interfaces: Chat, Desktop App, Claude in Chrome, Cowork and Claude Code.
      • Definitions and distinctions between skills, connectors, MCP and routines.
      • Simple explanation of agents as workflows integrating AI and tools.
      • Live demonstration: From concept to finished skill.
      • Exercise: Map your use case to the appropriate ecosystem layer and justify your selection.
    • Developing Custom Skills
      • Structuring skills with descriptions, applicable scenarios, workflows, examples and templates.
      • Iterative writing and refinement of skills in collaboration with Claude.
      • Testing skills against three real-world scenarios.
      • Strategies for sharing and maintaining skills within the team.
      • Exercise: Each participant will build a skill for their use case, such as drafting replies in house style or generating review reports.
    • Connectors and Integrated Services
      • Linking Microsoft 365 or Google Workspace, file storage and calendars.
      • Principle of least privilege: Keeping permissions deliberately minimal.
      • Identifying prompt injection risks in emails and documents.
      • Exercise: Connect a service and perform a task spanning mailbox and calendar, such as preparing for an upcoming meeting.
    • Claude Cowork and Automated Routines
      • Delegating tasks with access to authorized folders, moving beyond conversational interactions.
      • Monitoring plans, tracking progress and reviewing intermediate results.
      • Scheduling tasks, such as morning overviews or weekly reports.
      • Implementing approval checkpoints before data is sent or deleted.
      • Exercise: Configure a routine for a daily overview and evaluate the initial run together.
    • Team Protocols and the Next 30 Days
      • Guidelines on what data can and cannot be uploaded.
      • Maintaining shared skills and projects, and assigning clear responsibilities.
      • Distribution of the model matrix and reference sheets as takeaways.
      • Exercise: Draft a personal 30-day plan incorporating three concrete action steps.
    • Day 2 Outcome: Each participant will leave the course with a working skill, a connected connector, a configured routine, and a plan for the next 30 days.

Requirements

  • A laptop equipped with a current web browser, a valid Claude account (Pro, Team, or Enterprise tier), the Claude desktop app (recommended), and a specific use case from your daily workflow.
  • No prior programming experience is required.

Target Audience

  • Professionals in administration, finance, procurement, HR, project and process management who are using or onboarding Claude in their organization and wish to explore capabilities beyond basic chat interactions.

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