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Course Outline
Claude as Your Strategic Business Assistant
- Foundations of generative AI for executive leadership.
- Claude capabilities mapped to leadership workflows.
- Setting up Projects, system prompts, and organizational context.
Advanced Prompt Engineering for Leaders
- Prompt architecture: persona, context, objective, format, and constraints.
- Executive-specific patterns for strategy memos and stakeholder communications.
- Few-shot templates and iterative refinement for high-stakes outputs.
Building Specialized AI Agents
- Agent Teams, tool use, and function calling for executive support.
- Designing agents for leadership functions: analyst, chief of staff, coach.
- Persistent memory and knowledge consolidation for ongoing advisory.
Projects, Automation, and Knowledge Reuse
- Structuring Projects for executive teams and departments.
- Curating organizational knowledge bases and reusable instructions.
- Automating recurring executive workflows and report pipelines.
Claude as Your Executive Coach
- Strategic thinking: assumption testing, blind-spot identification, and scenario analysis.
- Decision-making frameworks: options generation, criteria weighting, and pre-mortems.
- Planning and management: goal cascading, delegation design, and time optimization.
Intelligence and Analysis for Decision-Making
- Multi-document synthesis and competitive intelligence analysis.
- Financial and operational data interpretation.
- Risk assessment and opportunity identification.
Executive Productivity at Scale
- Executive communications: briefings, board updates, and stakeholder messaging.
- Report and presentation generation with Claude.
- Integrating Claude with enterprise tools and existing workflows.
AI Governance and Leadership Practice
- Data security, confidentiality, and regulatory compliance for executive AI use.
- Ethical AI leadership and organizational policy design.
- Capstone: building a personal AI-augmented leadership system.
Requirements
- Familiarity with business software and productivity tools.
- No prior AI or Claude experience required.
Audience
- C-suite executives and senior leaders.
- VPs, directors, and department heads.
- Strategy, planning, and transformation leads.
- Senior managers transitioning to leadership roles.
14 Hours
Testimonials (2)
The trainer is patient and very helpful. He knows the topic well.
CLIFFORD TABARES - Universal Leaf Philippines, Inc.
Course - Agentic AI for Business Automation: Use Cases & Integration
Able to pivot upon audience suggestions - ie able to create a real AI agent scenario on the spot.
