Work Tracker

setting the stage (your role, objectives, and context), defining the task (what action you want Claude to take), and specifying rules (style, tone, and examples)

  1. Setting the stage: What is your role and what are your objectives? Is there context about your work that Claude should know about?
  2. Defining the task: What action do you want Claude to take? Do you want Claude to write, analyze, build, or something else?
  3. Specifying rules: What’s the style or tone you want Claude to use? Are there examples that you can attach to show Claude what you’re looking for?

4D Framework for AI Fluency

  • Delegation: Deciding on what work should be done by humans, what work should be done by AI, and how to distribute tasks between them. Includes understanding your goals, AI capabilities, and making strategic choices about collaboration.
  • Description: Effectively communicating with AI systems. Includes clearly defining outputs, guiding AI processes, and specifying desired AI behaviors and interactions.
  • Discernment: Thoughtfully and critically evaluating AI outputs, processes, behaviors and interactions. Includes assessing quality, accuracy, appropriateness, and determining areas for improvement.
  • Diligence: Using AI responsibly and ethically. Includes making thoughtful choices about AI systems and interactions, maintaining transparency, and taking accountability for AI-assisted work.

Evaluating Claude for your workflows

This is where Discernment becomes essential. Evals (short for evaluations) are a way to develop intuition for assessing Claude’s outputs on the tasks that matter to you.
Delegation-Diligence Loop

  • Find a dataset you’ve manually analyzed
  • Create prompts that request Claude to do the analysis on your behalf
  • Compare Claude’s results to your originals
  • Note patterns and refine your prompt accordingly: Maybe Claude gets the right numbers but misses the overall patterns