
In this lesson, you’ll learn a simple PM workflow to turn messy meeting notes into clear decisions and accountable actions.
You will be able to:
- Extract decisions, action items, and open questions from raw notes
- Record decisions in a Decision Log (owner + date + rationale)
- Create an action list with owners, due dates, and success criteria
Exercise:
Take one real meeting note and produce:
1) Decision Log entry (at least 1 decision)
2) Action List (at least 5 actions)
3) A short team update message (Slack/Teams format)
Important:
Do not paste sensitive information into AI tools. Use placeholders (Client A, Vendor B, etc.).
In this capstone setup lesson, you’ll build the foundation for the Fintech Onboarding Improvement case.
You will create:
- A 1-page Project Context Pack
- A success metrics table (baseline = TBD + targets)
- A list of key decision points (owners + needed-by)
Exercise:
Use the templates in Resources to produce:
1) Context Pack (v1)
2) Metrics table
3) Decision points list
Note:
Do not paste sensitive information into AI tools. Use placeholders (Client A, Vendor B, Person X).
In this capstone lesson, you’ll turn your Context Pack into an execution-ready plan and a stakeholder-ready roadmap.
You will produce:
- A 6-week milestone plan (with exit criteria + dependencies)
- Roadmap Option A vs Option B (with trade-offs)
- A short executive recommendation narrative + decision points
Exercise:
Using the templates in Resources, create:
1) Milestone plan (Weeks 1–6) + dependencies table
2) Roadmap Option A and Option B
3) Trade-offs + recommendation + key decisions needed
Note:
Do not paste sensitive information into AI tools. Use placeholders (Client A, Vendor B, Person X).
In this capstone lesson, you’ll turn requirements into execution-ready Jira work items.
You will produce:
- 1 Epic
- 5 Jira-ready tickets (each with clear Acceptance Criteria)
Exercise:
Using the Prompt Pack and templates in Resources:
1) Take a PRD excerpt (or your capstone requirements)
2) Generate user stories + acceptance criteria
3) Convert them into 1 Epic + 5 Jira-ready tickets
4) Run a ticket quality check and fix any gaps
Note:
Do not paste sensitive information into AI tools. Use placeholders (Client A, Vendor B, Person X).
In this capstone lesson, you’ll finalize the project by producing two critical outputs: a Top 10 Risk Register and a stakeholder-ready Status Report (Exec + Team versions).
You will produce:
- Top 10 risks (with mitigation, triggers, and owners)
- Executive status update (high-level, decision-oriented)
- Team status update (actionable, delivery-focused)
- A quick consistency check across plan, tickets, risks, and status
Exercise:
Using the templates and Prompt Pack in Resources:
1) Generate the Top 10 Risk Register
2) Create an Exec status update + a Team status update
3) Run a consistency check and fix any gaps
Note:
Do not paste sensitive information into AI tools. Use placeholders (Client A, Vendor B, Person X).
This course contains the use of artificial intelligence.
Project management today is a game of clarity under uncertainty — and that’s exactly where AI can help. In this course, you’ll learn a practical, repeatable workflow for using AI to plan faster, write clearer requirements, manage risk, and communicate with stakeholders without sounding generic or “AI-generated”.
This is not a theory course. Every module ends with real deliverables you can reuse at work: a Project Context Pack, a 6-week milestone plan with exit criteria and dependencies, roadmap Option A/B trade-offs with an executive narrative, PRD-style requirements, user stories with acceptance criteria, Jira-ready tickets, and a Top-10 risk register with owners, triggers, and a 15-minute weekly update routine.
You’ll also learn responsible AI usage: how to separate facts from assumptions, how to verify outputs, and how to protect sensitive information using placeholders and safe workflows.
To make everything easy to apply, the course includes downloadable templates, checklists, and prompt packs. You’ll practice on a consistent Capstone case (a fintech onboarding improvement) so the skills stick — and you’ll be able to transfer the same workflow to your real projects immediately.
If you want less chaos, faster delivery, and clearer communication — this course is built for you.