Role-Based Programme
RB0136

Claude for Project & Program Management

Practical AI for Planning, Reporting & Delivery

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Claude across practical Project and Program Management activities.
  • Apply structured prompting techniques for project planning, RAID management, meetings, stakeholder communication, and reporting.
  • Use Claude to analyse project charters, plans, meeting notes, reports, trackers, and other approved project documents.
  • Apply Web Search and Research to investigate external dependencies, technologies, vendors, risks, and project-related information.
  • Build reusable AI-assisted project workflows using Projects and Artifacts while maintaining accuracy, confidentiality, traceability, and human project-management judgement.

Tools covered

ClaudeGenerative AIPrompt EngineeringFile AnalysisWeb SearchResearchProjectsArtifacts

Who should attend

  • Project Managers
  • Program Managers
  • Project Coordinators
  • Program Coordinators
  • PMO Professionals
  • Delivery Managers
  • Implementation Managers
  • Transformation Program Professionals
  • Scrum Masters & Agile Delivery Professionals
  • Business Analysts
  • Project Leads
  • Portfolio Management Professionals
  • Project & Program Management Team Leaders
  • Functional Leaders Managing Strategic Initiatives

Prerequisites & Participant Readiness

  • Basic understanding of project or program management activities
  • Familiarity with project plans, milestones, risks, issues, meetings, and status reporting
  • Basic document and spreadsheet-handling knowledge is helpful
  • Basic computer and internet proficiency
  • No programming knowledge required
  • No previous Claude experience required
  • Participants should use anonymised or organisation-approved project information during practical exercises

TOC Modules

Concepts
  • Understanding Claude and Generative AI within a project-management environment
  • Identifying suitable applications across planning, coordination, analysis, documentation, and reporting
  • Understanding AI assistance versus Project Manager accountability and professional judgement
  • Recognising hallucinations, incomplete information, confidentiality, and verification requirements
Practical activities
  • Exploring Claude through common Project and Program Management activities
  • Comparing simple and structured prompts for the same project requirement
  • Identifying recurring project activities suitable for Claude assistance

Scenarios

Project Brief to Initial Delivery Plan

Project Brief → Claude Analysis → Deliverables → Workstreams → Milestones → Dependencies → RAID Register → Stakeholder Review

Participants use Claude to convert an approved project brief into a structured initial delivery package, improving planning and documentation efficiency while retaining Project Manager ownership of commitments and timelines.

Weekly Project Review to Executive Status

Project Files + Meeting Notes → Claude Analysis → Progress & Delays → RAID → Decisions & Actions → Executive Status Report → Management Review

Participants combine project documents and meeting information to create a concise weekly status report highlighting progress, risks, issues, dependencies, decisions, and priority actions.

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