Curriculum

The agenda, hour by hour.

The AI Fluency Day is Day 1 on its own, six hours from foundations to set up on your real work. The AI Capability Intensive keeps Day 1, then adds two build days that take your whole organisation from Claude user to Claude builder, with Soch coaching your team to build the working systems it keeps. We train and enable, your team builds and owns. Both are private to one firm, delivered live online, minimum five people.

Pre-work · Week 0 (online, ~20 min per team, included in both workshops): a short audit of how your teams work, turned into your Claude tooling map, so Day 1 is pure setup, not discovery.

Day 1 · both workshops

DAY 1

Foundations, the AI Fluency Day

Live online · 6 hours · this is the whole 1-day workshop

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  • Hour 1 · AI foundations: what Claude can and can't do today, where it fits your work, and safe, responsible use under your firm's policy
  • Hour 2 · Prompting that works: context and instruction patterns for reliable, high-quality output, practised on your own documents
  • Hour 3 · Claude Projects: you set up your own, with your firm's templates, SOPs and tone, so every conversation already knows your organisation
  • Hour 4 · Claude Cowork: hand Claude a folder and a task and it reads, drafts and edits your real files end to end while you do something else
  • Hour 5 · Your real work: each person applies it to their actual daily tasks, set up on their own device, with Soch at their shoulder
  • Hour 6 · Live demo, Q&A and what to build first: a run on your firm's real work, every "would it work for…?" answered, and a plan for the next morning

What people use it for from day one:

Meeting notesPaste transcript, get action items, decision log, follow-up draft in 30 seconds
Email triagePaste inbox, Claude categorises urgency and drafts replies in your tone
Document Q&A"What does our engagement letter say about liability?" Claude reads the doc and answers
Claude ProjectsUpload your templates, SOPs, tone guide, every conversation now knows your firm
Claude CoworkHand Claude a folder and a task, it reads, drafts and edits the files while you do something else
First-draft writingClient updates, proposals, reports: Claude drafts from your notes, you edit
Research & summariesDrop in a long report or web page, get a clear summary and the key points in seconds
Spreadsheet workAsk Claude to clean, sort and pull the trends out of your spreadsheets, no formulas needed

Days 2 & 3 · AI Capability Intensive only

The idea behind the two build days: a workflow is a path you define; an agent is a goal you set, Claude chooses the steps, uses its tools, checks itself, and you own the guardrails. And you don't need code, an agent = Cowork + a Skill (the how) + a Project (the what) + connectors (the reach) + guardrails, plus a schedule when it should run on its own. We teach when a simple workflow is the right call and when to reach for an agent.

DAY 2

Build Your Own AI Agents

Live online · 6 hours · organisation-wide

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Working together as one organisation, your team picks the highest-value, most repetitive work across the business, then Soch coaches everyone to build real AI agents for it, hands-on over live video. Soch coaches; your people do the building, so everything is theirs to keep and extend.

  • Hour 1 · Opportunity map: list where AI saves the most time across the business, then pick the 3–5 shared jobs worth building
  • Hour 2 · Agent or workflow? Design each one: decide the right shape, map each to Project, Skill, Cowork and connectors, and define its goal, guardrails and human checkpoints
  • Hour 3 · Build shared Projects & knowledge: the "what your agent knows" layer, loaded with your organisation's context, templates and knowledge base
  • Hour 4 · Build reusable Skills: capture your output formats, tone and standard operating procedures as Skills, so quality is consistent for everyone
  • Hour 5 · Build your first agents: assemble Cowork + Skill + Project + connectors into agents that run on your real files, then steer and verify
  • Hour 6 · Connect & test end to end: wire connectors and MCP into the tools your firm already runs, Google Workspace, Slack, your CRM, and run everything on real work
DAY 3

Build & Demo

Live online · 6 hours · finish, hand over, own

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  • Hour 1 · Harden the build: edge cases, checks and a "check before you send" step baked into each agent, then stress-test it so it holds up
  • Hour 2 · Advanced agent patterns: where the work earns it, add subagents, scheduled autonomous agents, or the Claude Agent SDK for your technical staff
  • Hour 3 · Governance & safe use: what must not be automated, data handling, approval gates, and a one-page AI-use policy the team signs off
  • Hour 4 · Package & document: assemble the handover pack, every prompt, Project, Skill and agent, written so anyone can run it
  • Hour 5 · Demo hour: your team demos what it built to the whole firm; every agent gets a named internal owner, accountability not enthusiasm, and one simple success metric
  • Hour 6 · Rollout & enablement: a 30/60/90-day plan to roll the agents out to the rest of the firm, onboard new joiners, and keep building without us

Ready to run the full curriculum with your firm?

Book a free scoping call. We'll map your team to the right track and give you a clear, all-in proposal.