1
Choose the first people to train and decide which Claude features and information they may use
Start with leaders who know how the organization operates and employees who are likely to use Claude often. Include IT or security so the group knows which features are available and what information participants may provide. Many organizations can begin after IT has approved the participants, information rules, and specific Claude features needed for the first sessions.
2
Train leaders and the employees most likely to use Claude
Train people in groups where they can speak freely, discuss ideas, and ask questions. Leaders and frequent users may learn more effectively in separate sessions. During training, note which tasks help, which features people request, where they struggle, and which concerns keep returning.
3
Review what happened and decide which people, tools, and rules come next
Review what participants tried and what the organization learned. Decide which groups should train next, which Claude features each group needs, and how reusable instructions, approved software integrations, and employee procedures will be reviewed and shared.
4
Train additional employees in groups that do similar work
Expand training by role, department, or type of work rather than giving every employee the same program. Creative teams, marketers, analysts, operators, and other groups may need different examples, Claude features, and conversations about how AI affects their responsibilities.
5
Help employees complete projects, review agreed usage records, and update the rules for Claude
As more employees use Claude, support completed projects, answer questions, and keep a record of what has been put into practice. Usage records approved by the client can reveal cost, quality, security, or verification problems. Follow-up training and regular reviews help the organization respond as its employees and Claude both change.