Training course · Claude · Project Management

Claude for Project Managers

Claude as an AI assistant for knowledge work: projects, Artifacts, long documents, analysis and precise writing for teams.

Duration
1 day (7 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

This course connects Claude with the everyday processes of Project Management. Participants work on realistic scenarios and leave with prompts, workflows and checklists they can use straight away.

Anthropic's Claude has become a go-to AI assistant for demanding knowledge work: it handles very long documents, reasons transparently and writes in a measured, easily steerable style. In this practical day you learn to exploit these strengths systematically. You analyse lengthy reports, contracts or policies, compare several sources and extract key findings with references to the exact passages. With Projects you store background knowledge and working instructions permanently, so Claude knows your terminology, templates and quality standards and you no longer start from scratch with every request.

We also show how to use Artifacts to produce standalone deliverables – structured documents, tables, charts or small interactive tools – and share them with your team. You analyse files with the built-in analysis capability, use research and connectors to company data, and put Claude to work as a critical reviewer of your own writing. A dedicated session covers Team and Enterprise plans, access management and data protection. By the end you have tested project set-ups and prompt patterns that you can apply straight away in your own function.

Project management is largely information work: clarifying requirements, building plans, assessing risks, reporting status and keeping a wide range of stakeholders aligned. Generative AI speeds up exactly these activities. It turns meeting notes into minutes and action lists, structures project charters and work breakdown structures, writes status reports for different audiences and supports risk workshops with well-grounded suggestions. AI agents connect project management tools, inbox and calendar and send automatic reminders about overdue tasks. Whether you work waterfall, agile with Scrum or hybrid, project leads gain time for what AI cannot do: making decisions, resolving conflicts and leading the team.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Project managers
  • PMO staff and portfolio managers
  • Scrum Masters and agile coaches
  • Workstream and work package leads
  • Business teams with occasional project responsibility

Typical challenges we address

  • Heavy documentation workload for minutes, reports and plans
  • Many stakeholders with different information needs
  • Risks and dependencies spotted too late
  • Information scattered across tools, emails and chats

What you will be able to do

  • You write precise, structured instructions that let Claude handle complex tasks reliably.
  • You analyse long and multiple documents and obtain referenced, verifiable summaries.
  • You set up Projects with a knowledge base and style rules and share them with your team.
  • You use Artifacts and the analysis capability to produce usable documents, tables and evaluations.
  • Produce project documents such as charters, plans, minutes and reports faster and more consistently with AI.
  • Use AI as a sparring partner for risk analysis, planning and stakeholder communication.
  • Design simple automations for follow-up and reporting in your project environment.

Course outline

Module 1 Understanding and directing Claude
  • Model family, strengths and limitations compared with other assistants
  • Clear instructions with context, examples and the desired output format
  • Structured input using sections and tags for complex tasks
  • Extended thinking and step-by-step approaches for demanding questions
Module 2 Analysing long documents
  • Uploading and querying large PDFs, reports and contract sets
  • Comparing multiple documents and surfacing contradictions
  • Summaries with references to specific passages
  • Deriving checklists and review grids from policies and guidelines
Module 3 Projects and knowledge base
  • Creating Projects with knowledge documents and persistent instructions
  • Storing style and terminology rules for consistent results
  • Sharing Projects with the team and developing them together
  • Making good use of connectors to drives and business applications
Module 4 Artifacts, analysis and writing
  • Creating Artifacts for documents, tables, charts and interactive tools
  • Analysing files and spreadsheets with the built-in analysis capability
  • Drafting, shortening, rewording and tailoring text to audiences
  • Using Claude as a critical reviewer of arguments and gaps
Module 5 Team use, data protection and quality
  • Team and Enterprise plans: administration, roles and sharing
  • Handling confidential and personal data in line with GDPR
  • Checking output: verifying facts, figures and quotations
  • Defining internal guidelines and reusable prompt patterns
Module 6 Practice lab: Project Management
  • Meeting minutes and actions
  • Project charter and WBS
  • Audience-specific status reports
  • Identifying risks
  • Agile artefacts
  • Automated follow-up
Module 7 Data protection, quality & transfer to daily work
  • Project documents often contain confidential client data, contract details and personal data about team members, which may only be processed in approved AI environments. Analysing employee performance or workload data requires compliance with the GDPR and, where applicable, works council co-determination rights.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Meeting minutes and actions

Notes or transcripts become structured minutes with decisions, open points and actions including owners and due dates, ready to be transferred into the project tool.

Project charter and WBS

AI helps turn a project idea into a charter with objectives, scope boundaries and success criteria, plus an initial work breakdown structure with work packages and milestones.

Audience-specific status reports

From raw data such as task progress, budget and risks, AI drafts status reports at different levels of detail – concise for the steering committee, detailed for the core team.

Identifying risks

In risk workshops AI suggests typical risks for the project type and industry, helps assess likelihood and impact and drafts mitigation actions. Owners and review dates are assigned straight away.

Agile artefacts

User stories with acceptance criteria, backlog refinement, sprint goals and retrospective formats are prepared with AI and then sharpened together by the team. Definitions of done can be drafted too.

Automated follow-up

AI agents check task progress regularly, remind owners about overdue items, summarise the week's changes and prepare a short project newsletter from them. The team stays informed without extra effort.

Prerequisites

Confident use of office applications and a web browser; prior AI experience is helpful but not required. Your own non-confidential documents are welcome as practice material. Experience leading or contributing to projects, whether traditional, agile or hybrid.

Technical requirements

A laptop with an up-to-date browser or the Claude desktop app and a Claude account; we recommend Pro, Team or Enterprise access for Projects and larger files.

Data protection & compliance

Project documents often contain confidential client data, contract details and personal data about team members, which may only be processed in approved AI environments. Analysing employee performance or workload data requires compliance with the GDPR and, where applicable, works council co-determination rights.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Tue, 24 November 2026 Online Request
  • Mon, 30 November 2026 Augsburg Request
  • Thu, 17 December 2026 Online Request
  • Fri, 8 January 2027 Online Request
  • Tue, 19 January 2027 Kaiserslautern Request
  • Tue, 26 January 2027 Online Request

Frequently asked questions

How does Claude differ from ChatGPT in everyday work?

Both are capable general-purpose assistants. Claude particularly stands out with very long documents, careful reasoning and an easily steerable writing style, while Projects and Artifacts support structured work. Which tool fits better depends on your tasks, integrations and company policies – the course gives you criteria for an informed assessment.

What are Artifacts and why would I use them?

Artifacts are standalone deliverables that Claude creates in a separate panel next to the chat – a document, a table, a chart or a small interactive tool, for example. They can be revised in a targeted way, downloaded and shared. A conversation therefore produces ready-to-use results rather than scattered fragments of text.

Is my data used to train Claude?

On Team and Enterprise plans, business content is not used for model training as a matter of principle. For individual accounts this depends on settings you should review yourself. Regardless of the plan, GDPR and internal confidentiality rules apply. In the course we walk through the relevant settings and the questions to ask.

Can AI create a project plan?

AI provides a solid first draft of the work breakdown structure, milestones and dependencies if you describe objectives and constraints clearly. Effort estimates, resources and priorities still need to be agreed with the team. The course shows how to review AI drafts systematically and transfer them into your project tool.

Does this work in agile projects too?

Yes. In Scrum or Kanban, AI helps write user stories and acceptance criteria, prepare refinements and retrospectives and summarise sprint results for stakeholders. Decisions about the backlog and delivery naturally remain with the team and the Product Owner. AI supports, the team decides.

How much does “Claude for Project Managers” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 1 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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