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Claude Cowork for Project Management

Published by O'Reilly Media, Inc.

Intermediate content levelIntermediate

Automate project workflows and deliverables

What you’ll learn and how you can apply it

  • Integrate AI into project lifecycles to automate document generation, progress reporting, and team communications
  • Use AI-assisted tools to generate professional project artifacts, including charters, risk registers, and retrospective summaries
  • Design effective AI prompts and multistep workflows that reduce manual administrative tasks and increase project visibility
  • Implement repeatable AI-augmented processes that can be immediately adopted into any project-based environment

Course description

Modern work is increasingly project-based, placing immense pressure on teams to deliver more with less. For project managers, handling timelines, stakeholder updates, risk registers, and documentation often consumes more time than the core work itself. But AI agents can help PMs without a technical or coding background reduce administrative overhead.

Discover how to use Claude Cowork, Anthropic’s new AI-powered desktop tool, to streamline these time-consuming but essential project management tasks under the guidance of digital transformation specialist Altaf Rehmani. You’ll learn how to integrate AI directly with your local files and applications so you can automate documentation, synthesize complex information, and accelerate decision-making. You’ll also get hands-on experience with Cowork, applying it to real-world project scenarios such as drafting status reports, building risk registers, and constructing reusable AI-assisted workflows. By the time you’re through, you’ll be able to leverage AI to take burdensome admin tasks off your plate and focus your skills on the bigger picture.

This live event is for you because...

  • You’re a project manager, team lead, department head, freelancer, or coordinator who leads project-based work.
  • You regularly produce status updates, project documentation, and risk assessments.
  • You’re looking to transition to AI-augmented workflows to offload repetitive tasks and focus on strategic, high-impact work.
  • You’re a beginner who wants a practical, jargon-free introduction to using AI tools in a professional context.
  • You’re interested in learning more about the capabilities of Claude Cowork.

Prerequisites

  • A free Claude account or a Pro Plan account (Pro Plan is necessary to participate in exercises)
  • The Claude Desktop app installed on your computer, with Cowork mode enabled from the settings menu
  • Basic familiarity with project management concepts such as scope, schedule, risk management, and stakeholder communication (formal certification is not required)
  • Comfort using everyday productivity tools (email, word processing, and spreadsheets)
  • No prior experience with AI, machine learning, or programming is required or assumed

Recommended preparation:

  • Prepare a short (1–2 page) project brief or use a project of your own as the basis for the hands-on exercises
  • Have a blank folder accessible on your desktop to use as your Cowork workspace

Recommended follow-up:

Schedule

The time frames are only estimates and may vary according to how the class is progressing.

Introduction to Claude Cowork for project managers (35 minutes)

  • Presentation: What is Claude Cowork?; overview of AI capabilities
  • Group discussion: What are your biggest day-to-day project pain points?
  • Hands-on exercise: Set up your Cowork workspace, select your project folder, and complete your first guided prompt
  • Q&A

Document creation and stakeholder communications (45 minutes)

  • Presentation: Generating project documents with AI (status reports, charters, agendas, emails)
  • Group discussion: Which documents take you the most time to write?
  • Hands-on exercise: Use Claude Cowork to draft a project status report and a stakeholder update email from your project brief
  • Q&A
  • Break

Risk, planning, and decision support (40 minutes)

  • Presentation: Using Claude for risk identification, planning support, and synthesizing project data
  • Group discussion: How do you handle risk identification and mitigation planning?
  • Hands-on exercise: Build a risk register with mitigation strategies and an action item tracker using Claude Cowork
  • Q&A

Skills, advanced workflows, and automation (45 minutes)

  • Presentation: Understanding Claude skills; multistep workflows, reusable prompts, and integrating Cowork into your project toolkit
  • Group discussion: What repetitive tasks in your workflow would you most like to automate?
  • Hands-on exercise: Design and execute a reusable project kickoff workflow; autogenerate a charter, risk log, and kickoff agenda from a single project brief

Wrap-up and Q&A (15 minutes)

Your Instructor

Altaf Rehmani

Altaf Rehmani works for a large financial services organization as a digital transformation specialist leading Automation , Business Application development (using low-code) and as a generative AI consultant to various groups. With more than 20 years of experience across large enterprises and startups, he's interested in all things digital and how they can be used to build the businesses of the future.

Skill covered

Project Management