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Duration 14 hours
Course Outline
- Day 1: Understanding Claude and applying it to daily operations
- Orientation and Goal Setting
- Assessment of each participant's current status and available license tiers
- Identification of one specific use case to be developed over the two-day period
- Overview of current Claude capabilities and inherent limitations
- Exercise: Document your own use case on a card, specifying the goal, input materials, and desired outcome.
- Foundations of Language Models
- Concepts of tokens and context windows, defining the volume of text a model processes simultaneously
- Understanding why identical queries may yield different responses
- Explaining model hallucinations and strategies to mitigate them
- Comparison of Haiku, Sonnet, and Opus models based on quality, speed, and usage constraints
- Determining when Claude, Copilot, or ChatGPT is the optimal choice
- Exercise: Execute the same task using two different models and compare the results in terms of quality and speed.
- Effective Instructions and Context Management
- Essential components of a robust prompt: role, task, context, examples, formatting requirements, and boundaries
- Enabling Claude to request clarifications before initiating a task
- Techniques for summarizing and comparing lengthy documents, including requests for supporting excerpts
- Integrating review steps directly into the instruction set
- Exercise: Refine a weak prompt from your daily workflow through three iterative rounds, comparing the versions side by side.
- Projects as Shared Knowledge Base
- Logical separation of project instructions and knowledge files
- Centralized storage of house styles, product knowledge, and templates
- Distinguishing between team and private areas to isolate sensitive content
- Methods for verifying, correcting, or disabling memory features
- Exercise: Create a project for your use case, including specific instructions and three knowledge files.
- Artifacts, Files, and Data Analysis
- Generating reports, tables, charts, and presentation drafts as artifacts
- Querying and analyzing Excel, PDF, and Word documents
- Using the analysis tool for calculations and performing spot-checks
- Exporting, publishing, and sharing artifacts within the team
- Exercise: Generate an analysis featuring a chart and a brief commentary from an anonymized Excel dataset.
- Outcome: Each participant will have a configured project for their use case, two enhanced templates, and a preliminary artifact built from real materials.
- Orientation and Goal Setting
- Day 2: Extending Claude with skills, connectors, Cowork, and routines
- Ecosystem Overview
- Deployment environments: chat, 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 completed skill
- Exercise: Map your use case to the appropriate ecosystem layer and justify your selection.
- Developing the First Custom Skill
- Structural elements: description, application triggers, 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 develops a skill for their use case, such as generating replies in house style or creating review reports.
- Connectors and Integrated Services
- Integration with Microsoft 365 or Google Workspace, file storage, and calendars
- Principle of least privilege: keeping permissions intentionally minimal
- Identifying hidden instructions in emails and documents (prompt injection)
- Exercise: Connect a service and complete a task spanning mailbox and calendar, such as preparing for the next appointment.
- Claude Cowork and Automated Routines
- Task delegation via Cowork with access to designated folders
- Monitoring plans, tracking progress, and reviewing intermediate results
- Scheduled tasks, such as morning summaries or weekly reports
- Implementing approval checkpoints before sending or deleting data
- Exercise: Configure a routine for a daily summary and jointly evaluate the initial execution.
- Team Protocols and 30-Day Roadmap
- Guidelines on acceptable data uploads and restrictions
- Maintenance of shared skills and projects, including assignment of responsibilities
- Distribution of the model matrix and reference sheet as a handout
- Exercise: Draft a personal 30-day plan incorporating three specific action steps.
- Outcome: Each participant will leave the course with a functional skill, an active connector, a configured routine, and a plan for the next 30 days.
- Ecosystem Overview
Requirements
- A laptop equipped with an up-to-date browser, a valid Claude account (Pro, Team, or Enterprise), the Claude desktop app (recommended), and a genuine use case derived from daily operations.
- No programming experience is required.
Target Audience
- Employees in administration, finance, procurement, HR, project, and process management who are utilizing or implementing Claude in their organization and seek to advance their proficiency 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
