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 Duration 7 hours

Course Outline

  • Day 1: Transitioning from Recurring Workflows to Reusable Skills
    • Interaction Levels with Claude
      • Overview of Chat, Instructions, Memory, Projects, Skills, and Agents
      • Strategic alignment of functionality across levels to prevent conflicts
      • Case studies of established skills from Anthropic, covering applications such as Word, Excel, and PowerPoint
      • Practical Exercise: Audit existing standing instructions and identify segments suitable for skill extraction.
    • Identifying Optimal Workflows
      • Evaluation criteria including frequency, defined procedural steps, and output consistency
      • Application examples from administration, procurement, HR, and project management contexts
      • Defining input requirements and expected output standards
      • Practical Exercise: Select and briefly document two candidate workflows for skill development.
    • Anatomy of a Skill
      • Defining the scope and applicability of the skill
      • Designing step-by-step workflows with integrated checkpoints
      • Utilizing positive/negative examples, templates, and reference documentation
      • Collaborative drafting of skill definitions using Claude
      • Practical Exercise: Draft the initial version of a skill for one selected candidate workflow.
    • Validation and Refinement
      • Developing 3-5 test cases with defined expected outcomes
      • Mitigating common pitfalls, such as overly broad descriptions or missing boundary conditions
      • Comparative analysis of skill versions
      • Practical Exercise: Validate the skill against three real-world scenarios and save an optimized version.
    • Team Integration and Governance
      • Distribution protocols for Team and Enterprise tiers, including approval workflows and accountability structures
      • Establishing naming conventions, versioning strategies, and maintenance protocols
      • Interoperability with external connectors and Cowork
      • Practical Exercise: Deploy the skill to the team environment and verify execution by a peer.
    • Final Deliverable: A validated, team-shared skill addressing a real recurring task, accompanied by a pipeline of further candidate workflows.

Requirements

  • An active Claude account (Pro, Team, or Enterprise tier) with Skills enabled, practical experience with Claude projects, and two to three documented examples of recurring tasks.
  • No prior programming knowledge is required.

Target Audience

  • Specialist users and key team members seeking to execute recurring tasks with consistent quality and standardization using Claude.

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