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Course Outline

DAY 1

Module 1 — Claude Fundamentals, Prompting and Personalisation for government

Gain a comprehensive understanding of Claude beyond standard chat interfaces. Identify specific use cases where Claude offers distinct advantages over other AI tools and learn how to configure the system to align with individual user profiles. Topics
• Market positioning of Claude and its differentiators among AI tools in 2026
• Overview of model families: Fable, Opus, Sonnet, and Haiku, including guidance on appropriate deployment scenarios
• Understanding probabilistic AI behaviors, mitigating hallucinations, and managing risk
• Comparison of service plans and benefits associated with paid subscriptions
• Effective prompting strategies: emphasizing context over syntax; foundational structures; determining when to initiate new conversations versus continuing existing ones
• Custom Instructions tailored to user profiles: defining roles, priorities, and communication tone


Exercises


• Exercise 1 — Construct a comprehensive prompt for addressing a complaint
• Exercise 2 — Configure Custom Instructions specific to the user profile


Module 2 — Projects, Artifacts and Skills for government

Leverage Projects to establish persistent workspaces equipped with dedicated knowledge bases, such as manuals, technical specifications, and regulatory standards. Utilize Artifacts as a production environment within the chat interface. Develop standardized working procedures through Skills.


Topics:


• Projects: persistent workspaces featuring unique history and dedicated knowledge repositories
• Interaction between Project Instructions and Profile Preferences
• Collaborating via Shared Projects: capabilities within Team and Enterprise plans
• File integration: uploading PDFs, Excel spreadsheets, and images
• Artifacts: generating documents, dashboards, and interactive prototypes directly within the chat interface
• Web Search: accessing real-time information with verifiable citations
• Skills: defining and applying repeatable procedural workflows


Exercises:


• Exercise 3 — Develop a functional Project tailored to specific operational contexts
• Exercise 4 — Generate a functional Artifact tailored to specific operational contexts
• Exercise 5 — Create a functional Skill tailored to specific operational contexts

DAY 2 


Module 3 — Cowork, agents and Microsoft 365 integration for government

Shift the perspective of AI from a conversational chatbot to an integral work partner capable of operating in the background on real-time operational data.


Topics:


• Claude Desktop: installation procedures, system requirements, authentication protocols, initial configuration, and distinctions from browser-based usage
• Claude in Chrome: installing the official extension, managing permissions, practical applications, limitations, and security best practices
• Claude Mobile: utilizing features in mobile environments, cross-device synchronization, and productivity practices for field operations
• Cowork: definition, functionality, and optimal use cases
• Microsoft 365 connector: integration with Outlook, OneDrive, SharePoint, and Teams
• Multi-step workflows: searching, reviewing, summarizing, drafting, and distributing content
• Scheduled tasks: utilizing Scheduled Prompts for automation
• MCP: Model Context Protocol and the Connector ecosystem
• Current limitations of Cowork and strategies for workaround


Exercises:


• Exercise 6 — Establish a Cowork project and organize its directory structure
• Exercise 7 — Configure a complete Cowork project utilizing Skills, instructions, and folders. Test the Cowork project against a complex operational task.


Module 4 — Claude in Excel, Word and PowerPoint for government

Integrate Claude with Microsoft 365 applications, including documents, spreadsheets, and presentations, to accelerate analysis, drafting, review, and preparation of work materials using existing agency data.


Topics:


• Excel: data analysis, formula generation, table cleanup, indicator interpretation, and executive summary development
• Word: document review, rewriting, structuring, proposal creation, reporting, minute-taking, and professional correspondence
• PowerPoint: converting content into narrative presentations, scripting, refining key messages, and adapting material for specific audiences


Exercises:


• Exercise 8 — Utilize Claude to analyze an Excel dataset and produce an executive summary with conclusions and recommendations
• Exercise 9 — Transform a Word document or set of notes into a structured PowerPoint presentation

Requirements

Participants are required to prepare the following resources prior to commencing the course:

  • Claude Subscription: An active Pro, Team, or Enterprise subscription is mandatory to utilize Projects, Artifacts, and the advanced models employed in Module 2.
  • Microsoft 365 Credentials: Valid access to OneDrive, SharePoint, Teams, Excel, Word, and PowerPoint is necessary to execute the integration tasks outlined in Modules 3 and 4.
  • Authorized Computing Device: A laptop with administrative privileges sufficient to install Claude Desktop and the required Chrome extension for Module 3.
  • Prepared Documentation (Recommended): Attendees are encouraged to bring two to three authentic work samples, such as a PDF manual, an Excel spreadsheet, or a Word document, for use in hands-on exercises. These files must not contain strictly confidential information.
 14 Hours

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