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 Duration 7 hours

Course Outline

  • Day 1: Transitioning from Routine Workflows to Skills
    • Hierarchical Working Methods in Claude
      • Overview of chat, instructions, memory, projects, skills, and agents
      • Defining the appropriate level for each function to avoid conflicts
      • Examples of completed skills from Anthropic, such as those for Word, Excel, and PowerPoint
      • Exercise: Audit your existing standing instructions and identify components suitable for a skill.
    • Identifying Suitable Workflows
      • Key criteria: frequency, fixed steps, and consistent output formats
      • Case studies from administration, procurement, HR, and project management
      • Defining input materials and desired outcomes
      • Exercise: Select two potential skill candidates from your own work and provide a brief description.
    • Anatomy of a Skill
      • Defining the applicability and scope of the skill
      • Structuring the workflow with clear steps and checkpoints
      • Incorporating positive/negative examples, templates, and reference files
      • Collaboratively drafting skills with Claude
      • Exercise: Create a first draft of a skill for one of your selected candidates.
    • Validation and Optimization
      • Developing three to five test cases with expected outcomes
      • Addressing common pitfalls, such as overly broad descriptions or missing constraints
      • Evaluating and comparing different versions
      • Exercise: Test your skill against three real-world scenarios and save the improved version.
    • Team Deployment
      • Sharing across Team and Enterprise plans, including approval processes and accountability
      • Establishing naming conventions, version control, and maintenance protocols
      • Integrating skills with connectors and Cowork
      • Exercise: Share your skill with the team and have a colleague execute it.
    • Outcome: Each participant will possess a validated skill for a recurring real-world task, deployed for team use, along with a list of further candidates.

Requirements

  • A Claude account (Pro, Team, or Enterprise) with skills enabled, prior experience with Claude projects, and two to three recurring tasks with available examples.
  • Programming knowledge is not required.

Target Audience

  • Specialist users and key users aiming to maintain consistency and quality in recurring team tasks through the use of Claude.

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