Draft for review.Direction first, depth after.Restructured 2026-05-13 after the GGP planning call.

THE GGP REVIEWVOL. 2026FOUNDATIONAL AI TRAININGMAY -- JUNE 2026 (RESTRUCTURED)

Issue No. 01 / Four-week program

Foundational AI Trainingfor Greenridge Growth Partners.

Restructured after the May 13 planning call. 5 modules, 12 topics, anchored in real PE workflows. The Apr 29 kickoff is the historical reference; the program from here forward leads with Cowork features, Cowork builds, and the capabilities-and-limitations frame -- outcomes over effort.

Browse the phasesWhat you walk out with

Section No. 01

Modules

5 modules. 12 topics. One linear path.

Walk the program in order or jump to any topic. Each module has its own index, and every topic links to the deck, pre-read, lab, or handout it grew from.

Module 01 -- Cowork as a tool

Introduction to Cowork

3 topicsView the phase →

Where the program starts. By the end of Module 1 the room knows how to organize context before typing, has Cowork installed, has touched the feature set, and has Cowork set up once so future work starts in the right place.

Module 02 -- Build it, run it, refine it

Building with Cowork

3 topicsView the phase →

3 hands-on labs anchored in real PE workflows. By the end of Module 2 you have built a Skill yourself with Claude's Skill Builder, wired Skills and Agents and Plugins into one running workflow, and have a working sense of how Cowork prompting differs from the chat surfaces you already know.

Module 03 -- Outcomes over effort

Cowork Capabilities and Limitations

1 topicView the phase →

When not to reach for Cowork. PE-anchored examples on the misses, so you spot them before you spend 30 minutes producing output you cannot trust. The frame: outcomes over effort. Sometimes the answer is Excel; sometimes Pitchbook; sometimes a lawyer.

Module 04 -- Your function, your loop

Use Case Guides

2 topicsView the phase →

Function-specific Skill starters for sourcing and portfolio operations. Each starter is a one-loop workflow you can build with a partner during the breakout and run for the next 4 weeks. Pick the 1-2 that match your weekly bottleneck.

Module 05 -- Ship it, then keep shipping

Practice

3 topicsView the phase →

Pacing check-in, demo workshop, and the library that outlives the program. Module 5 is the room reading itself, then each learner demoing the one workflow they have shifted from manual to AI-accelerated, then the durable layer that keeps the program compounding after the closing session.

Section No. 02

Schedule

Live sessions across the weeks of May 18 and May 25.

Default proposal: 90-minute blocks, 2 per week. Pre-read and a short suggested prep item land on disco between sessions; learners walk in ready, leave with one thing to ship. Exact dates confirmed in Mike's follow-up email.

M#	Date	Session	Topics covered
M1	Apr 29 -- delivered	Kickoff: Live Cowork TourFive-beat live Cowork demo on real GGP data at Westlake. Triggered the firm-wide Cowork Enterprise rollout. Historical reference; remaining sessions sequenced below per the May 13 restructure.
M2	TBC -- week of May 18	Module 1: Introduction to CoworkCowork as a tool: what is different from chat, install, choosing the right workspace before typing, then the Cowork Features Tour (Skills, Agents, Plugins, MCP Connectors, Scheduled Tasks, Instructions and Memory), then the three-layer instructions model plus how to start a Project.	Introduction to Cowork Cowork Features Tour Cowork Instructions and Projects
M3	TBC -- week of May 18	Module 2 (part 1): Building Skills SafelyHands-on lab. Build a CIM section extractor with Claude's Skill Builder, save it locally and submit it to the firm's plugin owner for review and packaging into a Plugin, then the policy on the marketplace approach for firm-wide distribution.	Building Skills Safely
M4	TBC -- week of May 18 or 25	Module 2 (part 2): Building with Skills, Agents, and PluginsHands-on lab. Wire a portfolio-news Skill, a recurring Agent, and an Anthropic-marketplace Plugin into one running workflow. End-to-end on a real portco.	Building with Skills, Agents, and Plugins
M5	TBC -- week of May 25	Module 2 (part 3): Prompting Best Practices for CoworkHands-on lab. The 5 patterns that make Cowork prompting different from the chat prompting you already know. Anchored in IC memos, board packs, and market sizing.	Prompting Best Practices for Cowork
M6	TBC -- week of May 25	Module 3: Cowork Capabilities and LimitationsWhen not to reach for Cowork. PE-anchored examples on the misses. Three weak fits with the muscle memory you want before reaching for the wrong tool.	Cowork Capabilities and Limitations
M7	TBC -- week of May 25 or June 1	Module 4: Use Case GuidesFunction-specific breakouts for sourcing and portfolio operations. Each topic has 6 concrete skill starters; pick the 1-2 that match your weekly bottleneck.	Sourcing and Deal Execution Portfolio Operations
M8	TBC -- final session	Module 5: PracticeCohort pacing check-in, then each learner demos the one workflow they have shifted from manual to AI-accelerated, then the prompt library plus build-loops habit that keeps the program compounding.	How the Cohort Is Doing Demo Your Workflow Your Prompt Library and the Habit That Compounds
M9	After the program	Post-Course LibraryPrompt library, resource hub, weekly check-in threads, alumni feedback form. The syllabus site is the durable reference. Follow-ups happen via email or in-person; no async cohort channel after the program.	Your Prompt Library and the Habit That Compounds

After the program

The Apr 29 kickoff stands as the program's rollout reference. No suggested prep is required for Module 1 -- the program starts live with Cowork install and the features tour.
Post-course reference: prompt library, resource hub, and alumni feedback form live on the published syllabus site as the durable reference. Follow-ups happen via email or in-person; no async cohort channel after the program.

Section No. 03

Outcomes

What learners walk out with after the program

One AI-accelerated workflow, demoed live

Captured for institutional memory.

A Prompt Library tagged by function and use case

Grows across the cohort and lives on the syllabus site as the durable reference.

Output quality reference at your desk

The Output Quality Checklist, printed and kept at your desk after the program. Lab worksheets and the demo template are distributed in-person; the syllabus structure stays online for reference.

Inputs to the Phase 2 conversation

Custom tooling candidates, MCP connector targets, and a working sense of where the next leg of investment lives.

Section No. 04

What's next.

This syllabus is the restructure we agreed to on the May 13 planning call. If something does not fit the way the team is using Cowork already, flag it in your email reply so we can adjust before locking dates.

Modules 1 and 2 are ready to ship the week of May 18. Module 3 follows the week of May 25, and the Module 4 breakouts present 6 native-connector skill starters per topic once we confirm M365 connector enablement firm-wide. Analysts pick the 1-2 starters per breakout that match their weekly bottleneck.

Mike, Henry, and Russell

Yelin.io