S3 E7 How to Set Up Claude for Project Delivery: Live AI Trial on a Portfolio Strategy Artwork

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Powering ProjeX: From Vision to Victory

S3 E7 How to Set Up Claude for Project Delivery: Live AI Trial on a Portfolio Strategy

May 11, 2026 • DK • Season 2 • Episode 7

0:00 | 42:22

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Most project managers know AI can help. But knowing that and actually having it set up, loaded with context, and ready to execute meaningful work are two very different things. In this episode, DK walks you through exactly how she has configured Claude CoWork from scratch: the desktop setup, projects, skills files, and voice prompting, then runs a live trial on a real (dummy) portfolio strategy to show what AI-assisted project decision-making actually looks like in practice.

After running a live portfolio strategy trial analysing 301 projects against a $20 million CapEx constraint, DK is clear: AI is outstanding at synthesising large amounts of structured data and giving you a starting position. But real-time reprioritising, reading the room, and navigating political complexity still requires a human. The goal is partnership, not replacement.

💬 Key Quote
"I know that it cannot do everything that I do automagically. It just can't. But there is definitely space for AI, and definitely still space for humans. It is just about how we synthesise all of that and create this perfect partnership."
— DK (Daniela Kellett)

🧠 This Episode Is a Must-Listen If You...
• Have tried AI tools but felt like you were starting from zero every time and never really got traction.
• Are responsible for portfolio decisions and want to see how AI can help you think through stop, start, and continue choices.
• Work in project delivery and want to understand the practical difference between AI as a chat tool and AI as a genuine project ally.

🧭 What You Will Learn: 3 Key Learnings

Learning 1: Context is everything. If you do not set it up, AI cannot help you.
Claude is only as useful as the context you give it. DK walks through exactly how she structures her Claude projects with detailed instructions, attached files, and markdow

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