Claude for Project Management Cowork, Excel & Reporting

Get a day a week back: evidence-first status reports, Cowork automation, Claude for Excel and Outlook.
What you'll learn

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Measure where your reporting time actually goes, then cut it - and prove the difference with a before-and-after baseline.
Build a Project Context Pack and a Claude Project so the assistant stops guessing about your project.
Apply the evidence-first status pattern: collect, ground, draft, verify, send - with a source line on every claim.
Turn a tracker export into six honest RAG paragraphs using Claude for Excel and your own written RAG rules.
Build a steering-committee pack in your own PowerPoint template with decisions on page one.
Re-cut one set of facts for five audiences without dates and commitments quietly drifting.
Report trends instead of snapshots - and detect a workstream that is stuck rather than stable.
Synthesise a RAID log from messy email and minutes, and score risks against a written scale instead of a mood.
Write a decision log entry that still makes sense to an auditor eighteen months later.
Extract actions with owners and dates from a transcript - and never let an owner be inferred.
Schedule a Cowork run that assembles your weekly before your first coffee, and queues everything for review.
Package your reporting standard as an Agent Skill so a whole team produces comparable reports.
Connect Jira and Confluence safely: scoped credentials, read-only first, a human gate on every write.
Verify like a professional - and know exactly what a verification failure cost Deloitte in 2025.
Classify what may never be pasted, know your plan's data defaults, and write a one-page project AI use policy.
Roll the method out to a project team over twelve weeks without ending up with twelve different standards.
Requirements

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You run projects - as a project manager, delivery lead, PMO analyst, product owner or technical lead.
You know what a charter, WBS, RAID log and steering committee are. This course teaches the AI method, not project management itself.
A Claude account. Sections 1-2 work on Free; Cowork and the Microsoft 365 add-ins need a paid plan (Lecture 9 explains exactly what unlocks where).
No coding. No API. No prompt-engineering background required.
A real project to practise on - the capstone is built from your own reporting cycle.
Description

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This course contains the use of artificial intelligence.
Most "AI for PM" courses show you prompts. This one hands you a day back and makes you prove it.
Wellingtone'sState of Project Management 2026 found that72% of project professionals spend half a day or more every month just collating reports - and44% are dissatisfied with their PMO's reporting anyway. Effort is clearly not the problem. This course attacks the actual problem: the facts are scattered across nine places, and you are the human integration layer between them.
Graded in minutes returned - starting with your own baseline
In Section 4 you measure one real reporting cycle in four buckets: collecting, formatting, re-cutting and writing. Most people discover thatwriting - the part everyone pictures - is under a quarter of the time. The capstone measures against that baseline. No other course on this topic asks you to do this, and without it you can never show what you actually gained.
Built on the 2026 Claude surface, not the 2024 one
Cowork - a scheduled Monday-morning run that pulls your tracker, compares against last week, drafts the weekly to your standard, and lists what it couldn't source. Queued, never sent.
Claude for Excel - turn a 200-row tracker export into six honest RAG paragraphs with a source row on every claim.
Claude for PowerPoint - the steering pack built inyour template, decisions on page one.
Claude for Outlook - inbox triage that surfaces buried vendor commitments the day they arrive, with drafts that wait for you to send.
Connectors & MCP - reading Jira and Confluence safely, with the credential as the boundary and a human gate on every write.
Agent Skills - your reporting standard packaged so a whole team runs it the same way.
Evidence-first, or it doesn't ship
Every technique here carries one rule:no claim ships without a source line. You'll watch ungrounded generation invent a go-live date live on screen, watch a beautifully-sourced report quote a superseded plan, and see what a verification failure cost Deloitte on a real government engagement. Then you'll build the habit that prevents all three.
One real project, all the way through
We followProject Northlight at Lumen Freight - a €26M warehouse-management-system replacement across nine depots in three countries, run by one project manager with no reporting analyst. Deliberately unglamorous, because it's the median project of the people taking this course. Every artefact you see is one you recognise.
What you leave with
A Project Context Pack, a written reporting standard with testable RAG rules, a grounded prompt library, a steerco one-pager skeleton, a RAID synthesis worksheet, a meeting-to-actions sheet, a weekly admin runbook, and a one-page project AI use policy - plus a measured before-and-after for one real project.
Independent and unofficial. Not endorsed by or affiliated with Anthropic. Product behaviour is taught as at recording; the course tells you which capabilities are paid-plan-only and which were still in beta.
Who this course is for

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Project managers and delivery leads who write their own status reports and want the day back.
PMO analysts and project coordinators who assemble reports on other people's behalf.
Programme and portfolio managers who need comparable reporting across several projects.
Product owners, technical leads and operations managers who run projects without the title.
PMO leads deciding how a team should standardise on an AI reporting method - and what policy to put around it.
Anyone who has watched a status report take a whole Thursday and suspected there was a better way.
Homepage

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