Teacher’s Edition
Module 04
Your First Workflow
The Tier I capstone. Everything from the first three modules combined into one working prompt for a real task from your job. Participants leave with the first page of their Prompt Library.
Charter Oak Strategic Partners · Claude Mastery Program · Version 1.0 · Confidential · Not for distribution to participants
Theory without application is ornament. The first three modules taught mental models (task categories), structure (five-part prompts), and technique (iterative refinement). This capstone forces participants to combine all three into something they will use Monday morning. The deliverable is a single working prompt, documented in a reusable template, for a real recurring task from their job. If a participant leaves this session without a working prompt they plan to use, the training has not succeeded for that person.
Setup — 5 minutes
demo-data/module-04/workflow-ideas-by-role.md— 25 starter ideas across marketing, sales, ops, HR, finance.demo-data/module-04/prompt-library-template.md— Template for documenting working prompts.demo-data/module-04/prompt-template-worksheet.md— Prompt Anatomy worksheet for structured prompt building.“This is the capstone for Tier I. Everything you learned in the last three modules comes together here. The deliverable: one working prompt for a real task from your real job. Not a practice exercise. Not a hypothetical. Something you will use when you are back at your desk.”
“You have two handouts. The first is a list of ideas by role, in case you are stuck. The second is a template for documenting your prompt so you can reuse it, share it, and build on it later.”
“The template has six fields. What the prompt does. When to use it. The prompt itself. What inputs it needs. What output it produces. Tips for getting the best result. When you fill this out, you are not doing busywork. You are building the first page of your prompt library.”
The ideas sheet contains five suggestions per department. Marketing: weekly newsletter draft, competitive messaging comparison, campaign brief from bullet points, social media calendar, product launch email sequence. Sales: discovery call prep brief, proposal first draft, objection response library, win/loss analysis summary, quarterly pipeline narrative. Operations: process documentation from notes, vendor comparison matrix, quality incident report draft, meeting summary with action items, SOP revision from redlines. HR: job posting from intake form, onboarding checklist email, performance review talking points, policy FAQ generation, exit interview summary. Finance: variance commentary draft, board deck data narrative, expense report analysis, cash flow projection narrative, audit response drafts.
These exist for participants who freeze when asked to pick a task. Most will not need them. For those who do, the sheet provides a starting point, and the specificity of the examples helps them think of their own tasks by analogy.
Build Phase — 30 minutes
“Thirty minutes. Pick your task. Write your prompt using all five components. Test it in Claude. Refine across at least two turns. Document the final version in the template. Go.”
The participants who struggle most pick tasks that are too large. “Automate our entire onboarding process” is a project, not a prompt. When you see someone stuck, ask: “What is the smallest, most repeatable piece of that process?”
Redirect them to something specific. “Draft the welcome email for new hires using their name, role, start date, and manager name” is a prompt. Small and useful beats ambitious and unfinished every time.
Some participants will write a one-line prompt, get an okay result, and call it done in five minutes. Push them: “Which component did you skip? What would happen if you added Constraints? Did you specify the format?”
The exercise should take at least fifteen minutes of real work. If someone finishes in five, they skipped the rigor.
Walk the room continuously during the build phase. Spend 60 seconds at each table. Read over shoulders. Ask “What task did you pick?” and “Show me your prompt.” The individual attention converts passive participants into active ones. People write better prompts when they know someone is going to read them.
Presentations — 15 minutes
“Each table: pick your strongest workflow. The one most likely to actually get used Monday morning. That person presents. Two minutes. Here is what you cover: what the task is, how long it takes you today, the prompt you wrote, Claude’s output, and how much time it saves.”
“The room votes on the workflow most likely to be used next week. The winner gets bragging rights and the knowledge that they built something real in 30 minutes.”
“Does anyone else in the room do a similar task? Could this prompt work for you with minor changes?”
This question reveals shared pain points. When three people at different tables all write prompts for similar tasks, it signals an organizational opportunity. Note these for the Tier III Automation Audit in Module 14.
Close — 5 minutes
“You have one working prompt. That is the beginning. The template is yours. Every good prompt you build from this point forward goes into it. Over time, a library of twenty working prompts will save more time than any single automation. That library is the foundation for everything in Tier II.”
“Quick math. If each prompt saves you 30 minutes per week, twenty prompts save you ten hours per week. That is a full day recovered. Every week. For the rest of your career with this tool.”
“Tier II starts with system prompts and personas. You will learn how to make Claude behave consistently, think deeply, handle files and data, write in your voice, and chain multiple steps into compound workflows. The jump from Tier I to Tier II is the jump from using Claude to deploying Claude.”
| Segment | Activity | Time |
|---|---|---|
| Setup | Distribute materials, explain deliverable | 5 min |
| Build | Individual prompt building and testing | 30 min |
| Present | Table presentations, room vote | 15 min |
| Close | Prompt Library going forward | 5 min |