Role-Based Programme
RB0144

Claude for Operations

Practical AI for Process, Productivity & Operational Excellence

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

Programme Objectives

  • Build foundational proficiency in using Claude across practical Operations activities and day-to-day workflows.
  • Apply structured prompting techniques for process documentation, operational planning, issue analysis, coordination, and reporting.
  • Use Claude to analyse operational documents, trackers, spreadsheets, reports, process information, and approved business files.
  • Apply Web Search and Research to investigate operational practices, vendors, technologies, industry developments, and improvement opportunities.
  • Build reusable AI-assisted operational workflows using Projects and Artifacts while maintaining accuracy, confidentiality, safety, validation, and human operational judgement.

Tools covered

ClaudeGenerative AIPrompt EngineeringFile & Data AnalysisWeb SearchResearchProjectsArtifacts

Who should attend

  • Operations Executives
  • Operations Managers
  • Business Operations Professionals
  • Process Operations Professionals
  • Service Operations Professionals
  • Production & Manufacturing Operations Professionals
  • Supply & Operational Coordination Teams
  • Process Excellence Professionals
  • Continuous Improvement Professionals
  • Operations Analysts
  • Operations Planning Professionals
  • Site & Branch Operations Teams
  • Operations Team Leaders
  • Functional Managers Responsible for Operational Delivery

Prerequisites & Participant Readiness

  • Basic understanding of operational processes and day-to-day business activities
  • Familiarity with SOPs, trackers, schedules, issues, reports, or operational performance information
  • Basic spreadsheet and document-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 operational information during practical exercises
  • Safety-critical, regulatory, or production-impacting recommendations must be validated by authorised personnel before implementation

TOC Modules

Concepts
  • Understanding Claude and Generative AI from an Operations perspective
  • Identifying suitable applications across documentation, planning, coordination, analysis, and reporting
  • Understanding AI assistance versus operational ownership and professional judgement
  • Recognising hallucinations, incomplete information, confidentiality, safety, and verification requirements
Practical activities
  • Exploring Claude through common operational activities
  • Comparing simple and structured prompts for the same operational requirement
  • Identifying repetitive Operations activities suitable for Claude assistance

Scenarios

Operational Process to Standardised SOP

Process Notes → Claude Analysis → Process Steps → Roles & Responsibilities → Risks / Controls → SOP → Operational Checklist → Process-Owner Validation

Participants use Claude to transform approved process information into clear operational documentation and reusable checklists, improving process consistency while retaining operational ownership and approval.

Operational Performance to Improvement Action

Operations Dataset → Claude Analysis → Trends & Exceptions → Problem Areas → Root-Cause Questions → Improvement Options → Action Plan → Management Summary

Participants analyse sample operational-performance information, identify recurring issues and priority areas, and convert validated findings into practical continuous-improvement actions.

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