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Duration 14 hours
Course Outline
- Day 1: Grasping Claude and integrating it into daily operations
- Introduction and Goal Setting
- Assessment of each participant’s current status and available licenses
- Participants identify one use case to work on throughout the two days
- Overview of Claude’s current capabilities and boundaries
- Exercise: Document your own use case on a card, specifying the goal, input materials, and desired outcome.
- Foundations of Language Models
- Understanding tokens and context windows: the volume of text a model processes simultaneously
- Explaining why identical queries can yield different responses
- Mitigating model hallucinations (invented details) through effective prompting
- Comparison of Haiku, Sonnet, and Opus models based on quality, speed, and usage limits
- Determining when Claude, Copilot, or ChatGPT is the superior choice
- Exercise: Execute the same task with two different models and compare results in terms of quality and speed.
- Effective Instructions and Context Management
- Core components of a robust prompt: role, task, context, examples, format, and constraints
- Enabling Claude to ask clarifying questions before commencing a task
- Summarizing and comparing extensive documents and extracting specific supporting passages
- Incorporating review steps directly into the instruction set
- 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
- Centralizing house style, product knowledge, and templates
- Distinguishing between team and private areas, and isolating sensitive content
- Monitoring, correcting, and disabling memory features when necessary
- Exercise: Create a project for your use case, including specific instructions and three knowledge files.
- Artifacts, Files, and Analytical Tools
- Generating reports, tables, charts, and presentation drafts as artifacts
- Querying and comparing Excel, PDF, and Word documents
- Using analysis tools to calculate figures and performing spot-checks
- Exporting, publishing, and sharing artifacts within the team
- Exercise: Build an analysis with a chart and brief commentary from an anonymized Excel dataset.
- Outcome: Each participant will have a configured project for their use case, two improved templates, and an initial artifact built from real materials.
- Introduction and Goal Setting
- Day 2: Extending Claude with skills, connectors, Cowork, and routines
- Overview of the Ecosystem
- Execution environments: chat interface, desktop app, Claude in Chrome, Cowork, and Claude Code
- Definitions of skills, connectors, MCP, and routines
- Simplified explanation of agents: workflows combining AI and tools
- Live demonstration: from concept to finished skill
- Exercise: Map your use case to the appropriate layer and justify your selection.
- Developing the First Custom Skill
- Structuring skills: description, applicability conditions, workflow, examples, and templates
- Collaborative writing and refinement of skills with Claude
- Testing with three real-world scenarios
- Sharing and maintaining skills within the team
- Exercise: Each participant will build a skill for their use case, such as generating replies in house style or creating review reports.
- Connectors and Integrated Services
- Linking Microsoft 365 or Google Workspace, file storage, and calendars
- Maintaining deliberately restricted permissions
- Identifying hidden instructions in emails and documents (prompt injection risks)
- Exercise: Connect a service and execute a task spanning mailbox and calendar, such as preparing for the next appointment.
- Claude Cowork and Routines
- Task delegation versus conversational interaction, with access to released folders
- Monitoring plans, tracking progress, and reviewing interim results
- Scheduling tasks, such as daily morning overviews or weekly reports
- Implementing approval gates before actions like sending or deleting content
- Exercise: Configure a routine for a daily overview and assess the first run collectively.
- Team Governance and the Next 30 Days
- Guidelines on permissible data uploads and restrictions
- Maintaining shared skills and projects, and assigning responsibilities
- Providing a model matrix and reference sheet as a handout
- Exercise: Draft a personal 30-day plan outlining three specific action steps.
- Outcome: Each participant will leave the course with a functional skill, a connected connector, a configured routine, and a plan for the next 30 days.
- Overview of the Ecosystem
Requirements
- A laptop equipped with a current web browser, an active Claude account (Pro, Team, or Enterprise), the Claude desktop app (recommended), and a specific use case derived from daily work.
- No programming experience is required.
Target Audience
- Professionals in administration, finance, purchasing, HR, project management, and process management who are utilizing or introducing Claude in their organization and aim to extend its capabilities 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
