AI Training — Quick Reference

Boundaries

GREEN Meeting notes, email drafts, reports, grant writing, website updates. Go ahead.

YELLOW External communications, client resources. Get a second pair of eyes first.

RED Client names, case notes, PII, clinical decisions, crisis assessment. Never.

When unsure:

Client info? Stop.

Going outside org? Get eyes on it.

Internal admin? Go ahead.

None of the above? Ask your team lead.

Prompt Tips

Give context. Tell Claude who you are, who the audience is, and what the output is for.

Be specific. Word counts, tone, format, and constraints all improve the result.

Iterate. Your first prompt is a starting point. Say "make it shorter" or "more formal" to refine.

Give examples. Paste a sample of what good looks like — Claude will match the style.

5 Prompts to Try This Week

Summarize meeting notes

Summarize these notes. Pull out:
- Key decisions
- Action items with owners
- Open questions
[paste notes]

Write a parent letter

Draft a letter to families about [topic].
Warm, clear, under 250 words.
Most important info first.
Clear next step at the end.

Draft grant outcomes

Write a grant outcomes narrative.
Program: [name]. Metrics: [list].
Lead with results, include one
success story (no names). 300 words.

Rewrite for different audiences

Rewrite this three ways:
1. For our website (parents)
2. For a grant application (funders)
3. For staff recruitment
[paste content]

Plan a youth workshop

Outline a [number]-session workshop for youth ages [range].
Topic: [topic]. For each session: title, objective,
2-3 activities, materials. Interactive, minimal lecture.
No real names or identifying info.

Keep Learning

AI Fluency for Nonprofits
https://anthropic.skilljar.com/ai-fluency-for-nonprofits

Claude 101
https://anthropic.skilljar.com/claude-101

Starter Prompts
https://spark.thewicksproject.org/rfy/prompts/

Training Resources
https://spark.thewicksproject.org

AI for Your Real Work