Before you write anything: read the attached files and list what you would need to know, that is not in them, to do this job well. Group the list into “I can proceed without it” and “I should not guess this”. Then wait for my answers.
Context: the assistant only knows what you tell it
It has read the internet. It has not read your project. The one idea that separates useful answers from generic ones, and the documents you already own that supply it.
Page 2 of 7 · Last checked
The assistant has read the internet. It has not read your project. “Context” is everything you put in front of it before you ask - the text, the files, the instructions it can see in this conversation. Nothing else exists to it. This is the single idea that separates people who get value from people who get fluff, and a PM already owns the perfect context documents.
The context stack you already own
In order of value, the documents that make an answer about your project rather than about projects in general:
- The charter - who, why, and what done looks like.
- The stakeholder register - roles and what each cares about, with names removed or replaced (see what never goes in).
- The WBS or the milestone list.
- The last two status reports - they carry the house style.
- The meeting notes - raw is fine.
- The risk register.
How to give it: paste, upload, or a workspace
A one-off question: paste the relevant paragraph. Anything you will come back to: upload the documents into a project workspace once, and every later question is already in context (four ways to ask explains the workspace).
How much is enough
Too little context and the answer is generic. Too much and the assistant loses track of the early part - every conversation has a capacity, and Claude’s help notes that its paid plans switch projects to a retrieval mode to stretch it. The mechanism is an aside; the practice is: give it the charter, not the 300-page tender.
Say who is asking, who is reading, and what you want back
One sentence changes everything downstream: “I am the PM. This goes to the sponsor, who is not technical, reads on a phone and has three minutes.” Then the format: a table, one page, Macedonian, bullet points with an owner and a date on each line.
Ask it what it is missing
The cheap, reliable improvement most people never try. Before it drafts anything:
Before you draft
Before
“Write a risk register for a software project.” Twelve risks that fit any project ever run.
After
Charter and WBS uploaded, then: “Using the charter and the WBS, draft ten risks specific to this project, each with cause, effect, a 1 to 5 likelihood and impact, and a suggested owner role. Flag any risk that contradicts an assumption in the charter.” Ten risks to argue with in the meeting.
Last checked by Petar Trajchevski. Product names and settings paths were walked through on that date; the concepts do not move. Report a change