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My learningPut Claude to WorkChapter 9

Chapter 9 of 9

Final checklist

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What you will get

confidence that your Claude is properly set up.

  • I have an "About me" profile and a "My goals" document.
  • My rules are pasted into my instructions for Claude (Settings → Account).
  • I have a dated "My Claude context" document.
  • I have reviewed and corrected Claude's memory.
  • I have at least one Project, with a role, instructions and up-to-date documents.
  • I have enabled or created a Skill, and tested it.
  • I have connected a tool and I know its permissions.
  • I have delegated a first task, working on a copy of my files.
  • I do not share passwords, account numbers or client data unless necessary.
  • I always review a deliverable before sending it or acting on it.

Your maintenance routine

FrequencyAction
Every monthUpdate your Projects' documents
Every quarterRerun P2 and update "My goals"
Every quarterReview Claude's memory
Whenever an answer annoys youAdd a rule to your instructions

Your action now: ask Claude this question.

Based on what you know about me, what are my 3 current priorities, and what do you advise me to do this week to make progress on the first one? If you are missing information, tell me what.

If it answers correctly, your setup works. If not, you now know where to fix it.

What's next?

Setting up Claude is just the start.

The real gains come when you apply it to your work processes: your reports, your recruitment, your client follow-ups, your dashboards. That is where AI starts to pay off.

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Hands-on training where every participant leaves with a working solution built on their own work, the same day.

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From AI to ROI.

Features checked on 15 October 2026 against Anthropic's official documentation (support.claude.com, claude.com/docs) and screenshots taken on a demo account. Claude evolves quickly: some button names may differ in your interface.

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