
Learn to use Glove as part of a professional AI-powered project management workflow, building deliverables and documents from initiation to closure, including charters, risk registers, and stakeholder analyses.
Discover the Claude ecosystem as a practical project management workflow, using co-work, projects, skills, connectors, and office add-ins to produce real deliverables in Excel, Word, and PowerPoint.
Explore initiation in an end-to-end project case, setting up the project in Cloud Care Work, bidding and reviewing the business case, drafting the project charter, scope, and SMART objectives.
Explore the initiation phase of a Dallas fulfillment center project for Northstar Retail Group, using case materials, data, and executive input to shape the business case.
Create the project charter with Claude cowork by translating the business case and supervision memo into a charter that preserves open assumptions, defines validation workstreams, and avoids premature go-live commitments.
Review and critique of a stakeholder analysis for the Northstar Dallas Fulfillment Center using the Claude cowork assistance pattern to refine missing stakeholders, reclassify key groups, and strengthen engagement strategies.
Generate a preliminary scope statement and SMART objectives for the Northstar Dallas Fulfillment Center using the revised project charter, detailing in-scope and out-of-scope items and validation points.
Translate the approved idea into a structured execution path, detailing work, schedule, resources, costs, risks, vendors, and contracts using Cloud Co-Work, Cloud Excel, and Cloud for Work.
Lecture 15: Resource and Cost Baselines with Claude in Excel
Ahí me parece el lugar más natural.
¿Por qué? Porque en planificación usted ya tiene datos relativamente estructurados: recursos, costos, categorías, supuestos, cantidades, tarifas, contingencia, etc. Entonces Claude puede ayudar a convertir esa información en una tabla ordenada para Excel o en un presupuesto base con formato definido.
Ahí Automation no se sentiría forzado porque el mensaje sería:
“We are not asking Claude to make a strategic decision. We are asking Claude to transform structured planning data into a repeatable Excel-ready format.”
Eso es automation: formato definido, tarea estructurada, salida repetible.
Podría presentarlo así dentro de la sesión:
Momento de la clase: después de explicar los recursos y costos principales del proyecto.
Prompt: pedirle a Claude que convierta la información en una tabla base para Excel con columnas específicas: work package, resource type, quantity, unit cost, total cost, assumptions, and notes.
Resultado: una tabla limpia que luego se puede pegar en Excel para seguir trabajando.
La frase pedagógica sería:
“This is our first explicit use of the automation pattern. Claude is not deciding the budget for us. It is helping us structure recurring planning data into a clean, usable format.”
Create a structured risk management output from the current workbook by building a risk register, risk matrix, and risk response plan that assign owners, triggers, and actions.
Define practical project KPIs for monitoring and control with Claude Cowork, based on the charter and project management plan, and establish six priority indicators including milestone variance and readiness measures.
Create an executive dashboard in Excel from five source sheets, building a key performance indicators calculation layer and a concise dashboard that shows cost, readiness, milestone variance, and risk status.
Create a formal project closure package from closure intake data, detailing final status, operational transfer, pending items, residual risks, and required approvals.
This course contains the use of artificial intelligence. AI tools were used to improve audio/video quality, and demonstrate AI-assisted project management workflows. The course design, case materials, instructional explanations, project management logic, examples, prompts, Skills, and final review were created and supervised by Carlos Martínez, PhD.
Artificial intelligence is no longer just a future promise for project management. Professional frameworks are already discussing it, companies want to adopt it, and many Project Managers know they need to learn how to use it. But there is a major difference between talking about AI in general and actually using it to build real deliverables, support better decisions, and manage projects with more structure and professional judgment.
My name is Carlos Martínez. I hold a PhD in Management from the University of St. Gallen in Switzerland, I have written more than 25 teaching cases, including cases available through the Harvard Business Publishing and University of Michigan case libraries, and I have spent more than five years building courses in business, finance, analytics, and project management on Udemy.
I designed this course so you do not simply learn how to chat with Claude. The goal is to help you use Claude as part of a professional project management workflow.
Throughout the course, we follow a complete project case from initiation to closure. You will work with project charters, stakeholder analysis, planning documents, resource and cost baselines, risk registers, vendor evaluations, change control assessments, and closure packages. The objective is not only to generate outputs, but to understand how AI can support structured thinking, better communication, and stronger project governance.
This course also goes beyond a simple chat experience. You will explore the broader Claude ecosystem, including Claude Cowork, Projects, Claude in Excel, Word and PowerPoint, connectors, and reusable Skills. At the end of the course, we take those Skills and package them into our own Project Management plugin, so you can see how an organization could create and share its own AI-powered project management toolkit.
The course includes more than video lessons. You will also receive downloadable files, presentation PDFs, reusable prompts, Skills, Excel workbooks, access to the Q&A forum, and AI-powered roleplays where you can practice professional conversations with sponsors, compliance, finance, operations, and the Project Management Office.
This is not a course where Claude manages the project for you. The real advantage is learning how to direct the tool with structure, context, and professional judgment. You will learn how to use AI to think more clearly, communicate with stakeholders, prepare better deliverables, and work with more confidence across the project lifecycle.
This course was designed for Project Managers, team leaders, consultants, analysts, and professionals who want to move beyond basic AI experimentation and learn how Claude can be integrated into real project management work.