Using Claude to Be More Productive as a Project Manager

MentorHealth
Date: Friday December 11, 2026
Time:

12:00 PM PST | 03:00 PM EST

Duration: 60 Minutes
Instructor: Soundarya J 
Webinar Id: 806396
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Overview:

This session covers practical ways project managers can use Claude to draft status reports, summarize non-confidential meeting notes, prepare agendas, build risk and issue lists, outline project plans and write stakeholder updates.

Attendees learn how to write clear prompts, review and verify AI output and keep confidential project information out of AI tools. The content is general and educational. Practices vary by company, and it does not replace your organization's policies or professional advice. All examples use sample or anonymized information. Examples are illustrative and based on sample information. The session does not cover product pricing, plan comparisons, security certifications or comparisons between tools. Please check your organization's policies and your provider's documentation for those.

Why you should Attend: Project managers who use AI tools without a method often get generic output or share project information they should not. This session shows practical ways to use Claude for project tasks with clear review habits. Leave with a one-page project manager checklist for using Claude.

Areas Covered in the Session:

  • Where an AI assistant helps in project work and where the project manager's judgment leads
  • Safe-use basics: keeping confidential project and client information out of AI tools
  • Writing clear prompts: role, context, task, format and tone
  • Examples of status reports and stakeholder updates
  • Examples of meeting agendas and summaries of non-confidential notes
  • Examples of risk, issue and action lists
  • Examples of project plan outlines, work breakdowns and timelines for review
  • Reviewing and verifying AI output before sharing it
  • Example of a weekly project routine that includes AI support
  • Takeaways: a one-page project manager checklist for using Claude and a 7-day action plan

Who Will Benefit:
  • Project Managers and Assistant Project Managers
  • Program Managers
  • Project Coordinators and Project Analysts
  • PMO Leaders
  • Team Leads
  • Business Owners who manage projects

Speaker Profile
Soundarya J is a Corporate Trainer specializing in enterprise AI adoption, prompting practices, and organizational change management, with a foundation in science education (M.Sc. Chemistry, B.Ed. Physical Science) that shapes her ability to translate technical concepts into clear, structured, and immediately applicable frameworks. She has designed and delivered enterprise-focused sessions on AI governance, acceptable use policy design, and team upskilling for organizations navigating generative AI adoption across industries. Her sessions are built around practical frameworks attendees can implement immediately - not theory, not hype, and not a sales pitch for any single tool.


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