Module 3 · Project and quiz
One-Page Diagnosis of Your Own Data
Take a real dataset from your business, such as last quarter's sales or your customer list, and produce a one-page diagnosis with three actionable recommendations. Use the sample file first if you are not ready to use real data.
1Copy the dataset into your Company folder and mark the original as read-only in your first message.
2Write a Delegation Brief using the template in this module's materials.
3Run the Explore step and get a mess report.
4Approve a plan in plan mode and let Claude produce a cleaned copy.
5Ask the business questions that matter most to you and reconcile the totals.
6Ask for a one-page memo with three recommendations, evidence and risks.
7Ask Claude to argue against its recommendations, then make your final edits.
Deliverable
A one-page diagnosis (reports/diagnosis.md) with three recommendations, each backed by numbers from your own data, plus a cleaned copy of the dataset.
Done when
- The original data file is unchanged.
- Totals in the clean file reconcile with the original.
- Every recommendation cites a number and a source file.
- Each recommendation has a named owner and a first action.
- You would be comfortable showing the page to a business partner.
What is the safest way to start a task that touches real business data?
What is the correct order of the loop taught in this module?
When cleaning a messy spreadsheet, what should happen to the original file?
Which part of the Delegation Brief tells Claude what it must never do and when to stop and ask?
Why type /clear before an unrelated task?
