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Claude AI for Project Managers: Plan, Report, Automate

Use Claude AI to plan projects, write status reports, analyse data and automate PM admin. Taught by a PMP and PMI-CPMAI holder

Created byFrederico Peixoto
All LevelsUpdated Nov 6, 2026

What You'll Learn

  • check_circleTurn raw meeting notes into a one-page status report in under 15 minutes, and check it before it reaches your sponsor
  • check_circleSet up a Claude Project per real project, with instructions, the charter, WBS, RAID log and schedule as project knowledge
  • check_circleDraft a project charter, WBS, three-point estimates and a schedule, then use Claude to review dependencies
  • check_circleBuild a scored risk register, run a pre-mortem, write decision memos and produce steering packs, hard emails and minutes from a transcript
  • check_circleAnalyse budget and schedule exports, calculate earned value, and automate the weekly status report with a Claude Skill and a scheduled briefing
  • check_circleUse AI on projects responsibly: accuracy checks, bias, confidentiality and an audit trail

About This Course

Friday afternoon. Three pages of meeting notes, a RAID log nobody updated, and a status report due at five. None of it is hard. All of it takes time.

This course shows you how to hand that work to Claude AI and check the result in two minutes. It is not a tour of features. You follow one project, an office move with 120 people and a fixed lease end date, from the one-page brief to closure, and you use the same files the course uses.

In the first 15 minutes you turn raw meeting notes into a one-page status report. Then you set up Claude Projects as a workspace for each of your projects, plan with Claude (charter, WBS, three-point estimates, schedule with a dependency review, stakeholder register), manage risk (structured identification, scoring, pre-mortems, decision memos) and report (a weekly template, steering packs, hard emails, minutes from transcripts).

Section 6 works on real budget and earned value files. In the walkthrough, a cost index of 1.10 suggests the project will finish at 319,000 EUR. The bottom-up forecast says 355,500. You will see why, and which number belongs in front of a sponsor.

Section 7 automates the routine: a Skill that writes your Friday report and a scheduled task that prepares a Monday briefing before you arrive. Section 8 covers governance: accuracy checks, bias, confidentiality and a one-line audit note for every output that supports a decision.

Every section ends with an exercise and downloadable files: sample notes, a brief, budgets, a RAID log, a meeting transcript, prompt libraries and a ready-to-install Skill, plus a course handout with every prompt and checklist.

One rule runs through the whole course: Claude drafts, you decide.

Built by Frederico Peixoto, PMP and PMI-CPMAI, with 15 years of international project experience.

Course Content

9 activities • 39 videos • duration: 1h 21m

  • videocamWhat this course does for a project manager
    Duration 2:44
  • videocamSet up Claude in 5 minutes: plan, model and Projects
    Duration 2:17
  • videocamQuick win: a status report from raw meeting notes
    Duration 2:25
  • videocamWalkthrough: status report, sponsor version and inference check
    Duration 1:54
  • videocamThe PM prompt pattern: role, context, constraints, output format
    Duration 2:08

Your Instructor

Frederico Peixoto

PMP, PMI-ACP and CPMAI certified project manager | 15+ years leading international energy projects

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Frederico Peixoto is a project manager with more than 15 years of experience leading international projects in the energy sector. He holds the PMP, PMI-ACP and CPMAI certifications and an MBA, and he delivers PMP training as a PMI Authorized Training Partner. His courses are built around one idea: the PMP exam rewards decisions, not definitions. Every lecture puts you inside a realistic project and shows why one action comes first, next or best, the same way he works through decisions on real projects. Creator if bestselling PMI-CPMAI course on running AI projects. On LearnFormula he teaches PMP exam preparation for the 2026 Examination Content Outline, with predictive, agile and hybrid scenarios.

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Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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