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Duration 14 hours
Course Outline
- Day 1: Mastering Claude in Daily Operations
- Orientation and Goal Setting
- Assessment of current participant status and available licensing
- Identification of one specific use case per participant to be developed over the two-day period
- Overview of current Claude capabilities and inherent limitations
- Exercise: Define your use case on a card, specifying the objective, input data, and desired outcome.
- Foundations of Language Models
- Understanding tokens and context windows: how much information the model processes simultaneously
- Exploring why identical queries may yield varying responses
- Understanding model hallucinations and strategies to mitigate them
- Comparison matrix for Haiku, Sonnet, and Opus models based on quality, speed, and usage limits
- Decision framework for selecting between Claude, Copilot, or ChatGPT
- Exercise: Execute the same task with two different models and analyze results for quality and performance.
- Effective Prompting and Context Management
- Key components of high-quality prompts: role definition, task description, context, examples, format, and constraints
- Training Claude to ask clarifying questions before executing
- Summarizing and comparing lengthy documents while extracting specific supporting passages
- Integrating validation steps directly into instructions
- Exercise: Refine a basic prompt from your daily workflow through three iterations, comparing versions side-by-side.
- Projects as Shared Knowledge Repositories
- Logical separation of project instructions and knowledge files
- Centralizing house style guides, product knowledge, and templates
- Segregating team-wide and private areas to protect sensitive data
- Reviewing, correcting, and disabling memory features as necessary
- Exercise: Set up a project for your use case, including core instructions and three knowledge files.
- Artifacts, Data Analysis, and File Processing
- Generating reports, tables, charts, and presentation drafts as artifacts
- Interrogating and comparing Excel, PDF, and Word documents
- Utilizing analysis tools for calculations and performing spot-checks
- Exporting, publishing, and sharing artifacts with the team
- Exercise: Create an analysis including a chart and commentary from an anonymized Excel dataset.
- Day 1 Deliverable: A configured project for your use case, two enhanced templates, and an initial artifact based on real data.
- Orientation and Goal Setting
- Day 2: Advanced Integration with Skills, Connectors, Cowork, and Routines
- Ecosystem Overview
- Execution environments: Chat, Desktop App, Claude in Chrome, Cowork, and Claude Code
- Definitions and distinctions: Skills, Connectors, MCP, and Routines
- Simple explanation of agents: AI-driven workflows utilizing tools
- Live demonstration from concept to completed skill
- Exercise: Map your use case to the appropriate layer and justify the selection.
- Developing Custom Skills
- Structural elements: description, application conditions, workflow, examples, and templates
- Collaborative skill creation and refinement with Claude
- Validation using three real-world scenarios
- Team sharing and maintenance of skills
- Exercise: Build a skill for your use case, such as generating house-style replies or review reports.
- Connectors and Service Integration
- Linking Microsoft 365, Google Workspace, file storage, and calendars
- Maintaining minimal necessary permissions
- Identifying prompt injection risks in emails and documents
- Exercise: Configure a connector to perform a cross-service task, such as preparing for an upcoming meeting.
- Claude Cowork and Automated Routines
- Delegating tasks to Cowork with access to approved folders
- Monitoring plans, progress, and intermediate results
- Scheduling automated tasks, such as morning briefings or weekly reports
- Implementing approval gates before sending or deleting data
- Exercise: Create a routine for a daily overview and evaluate the initial run collectively.
- Team Protocols and 30-Day Roadmap
- Data handling guidelines: what can and cannot be uploaded
- Maintaining shared skills and projects with assigned responsibilities
- Distribution of model comparison matrix and reference sheets
- Exercise: Draft a personal 30-day plan containing three concrete action steps.
- Day 2 Deliverable: A functional skill, an active connector, a configured routine, and a 30-day plan.
- Ecosystem Overview
Requirements
- A laptop equipped with an up-to-date browser, an active Claude account (Pro, Team, or Enterprise), and the Claude desktop application (recommended). Participants should also bring a real-world use case from their daily operations.
- No programming expertise is required.
Target Audience
- Professionals in administration, finance, procurement, HR, project management, and process optimization who are currently using or implementing Claude and aim to expand their utilization beyond basic chat interactions.
Testimonials (3)
Comprehensiveness about the backround; how to do a prompt.
Olaf Kannt - Helios Klinikum Krefeld
Course - Generative AI and Prompt Engineering in Healthcare
the tips and recommended prompts that we can take away from this training
Lee Mei Lin - ST Engineering IHQ Pte Ltd
Course - InVideo AI: Creating Engaging Short-Form Videos
use of proper and effective prompt
