course
Agentic engineering fundamentals for Project Managers and Business Analysts
Apply Claude in your daily project management and business analysis workflows.
Description
This training shows how to put Claude to work for project management and business analysis. You work in a realistic project environment and learn how AI can help with processing requirements, building backlogs, prototyping screens, and generating project status reports.
Along the way you use Claude across its main tools - Chat, Cowork, and Design - and learn when to reach for which. You customize Claude with Projects and Skills, and connect it to your real tools through MCP connectors that read from and write to issue trackers and wikis.
A central use case takes you from raw, unstructured inputs (stakeholder interview, workshop notes, conflicting email thread) to an estimated backlog that is synced into the tracker, with acceptance criteria refined for the top stories. You then calibrate those estimates against your team's delivery history, so story points are anchored to what comparable work actually took instead of guesswork. A second use case generates a live, multi-audience project status report that pulls live data straight from your tracker, with one control to switch between a steering-committee one-pager, a team digest, and a stakeholder email - no re-prompting needed. Because the artifact pulls live data, re-opening it reflects the current state of the tracker.
The day closes by translating what you learned to the stacks you actually use at work (Azure DevOps, JIRA, Confluence) by swapping the MCP connector. The focus throughout is on concrete workflows you can apply on Monday morning.
Learning Goals
 Select between Chat, Cowork, and Design for a given task | Evaluate  |
| Customize Claude with Skills to encode reusable practices like estimation in your team style | Apply  |
| Use Claude with an issue tracker via MCP to use tickets and wiki pages from inside a conversation | Apply |
| Produce an estimated backlog from unstructured inputs (transcripts, notes, emails) ready to sync to the tracker | Create  |
| Derive story-point estimates from your team's delivery history so new estimates are anchored in evidence | Apply |
| Distinguish when to generate a script from an API spec versus call an MCP connector | Understand  |
| Construct UI screens with Claude Design from a story's acceptance criteria | Create |
| Generate a live, multi-audience project status report that pulls live data from the tracker, with one control to switch audience without re-prompting | Create |
| Adapt the lab patterns to a real stack (Azure DevOps, JIRA, Confluence) by swapping the MCP connector | Apply |
Prior Knowledge
- Active project management or business analysis practice
- Familiarity with backlogs, user stories, and sprint cadence
- Some experience using AI chat tools is helpful but not required
Subjects
- Chat, Cowork, and Design: when to use which
- Working with Projects and Skills
- MCP and connectors
- Integration with issue trackers and wikis
- Backlog generation from interviews, notes, and emails
- Estimation and refinement of user stories
- Calibrating estimates against historical delivery data
- Prototyping with Claude Design
- Status reporting based on project data
- Reports for different stakeholders
- Scheduled tasks and live artifacts
- Application to Azure DevOps, JIRA, and Confluence
Schedule
All courses can also be conducted within your organization as customized or incompany training.
Our training advisors are happy to help you provide personal advice or find Incompany training within your organization.
"Trainer who knows his profession!"Marc
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