For managers & department heads
8 steps · ~42 minRolling out Claude to your team
Eight steps from deciding where to start, to knowing if it's working. Works for any function — CS, ops, marketing, HR. The fundamentals are the same. No technical background required.
Also need to provision accounts or choose a plan? Setting up Claude for your company →
Start with an honest assessment
Is AI worth it for your team right now?
Most teams should start with AI. Most teams should start smaller than they think. How to honestly evaluate where the real value is — and avoid the distraction of the flashy use case.
5 min
Pick the right starting point
What to automate first
Not the most impressive use case — the one that actually ships and delivers results in the first 30 days. The framework for finding it in your specific team.
6 min
Scope it so it can succeed
Running your first pilot
What a real pilot looks like — how to scope it, who to include, what success means, and how to avoid the trap of pilots that never turn into real change.
6 min
Set it up properly from day one
The system prompt: your most important decision
The system prompt is what turns Claude from a generic assistant into something that produces consistent, on-brand outputs for your whole team. How to write one that actually holds up.
6 min
Stop letting outputs vary by who wrote the prompt
Projects: giving your team a shared foundation
How Projects turn Claude from a personal tool into a team resource — so every rep starts from the same baseline instead of reinventing the wheel every time.
5 min
Connect Claude to your actual work
Skills and connectors: what to actually enable
Which Skills and Connectors are worth turning on — and which to leave off until your team is ready. How to give Claude access to your documents without creating new problems.
4 min
Build the right habits before they matter
What to tell your team about trust
The failure patterns your team needs to know — not to be paranoid, but to catch the ones that actually matter. What to tell people in their first week.
5 min
Measure what matters
Knowing if it's actually working
Beyond "the team seems to like it." How to measure whether the rollout is delivering real time savings, better outputs, and new capabilities — without needing a data team.
5 min
Where to go next
Deploying this org-wide?
If you're the person responsible for Claude across the whole company — plan selection, provisioning, governance — that's a different set of decisions covered in the admin path.