Using Claude at a Nonprofit

Using Claude at a Nonprofit

One hour. Four habits.

Today: four habits

  1. Ask well
  2. Check before using
  3. Protect clients
  4. Know when not to use it

Quick quiz

No names. Not graded. 3 minutes.

We'll take it again at the end.

What Claude is

  • It writes by predicting likely words
  • That's why it sounds fluent
  • And why it can sound sure when it's wrong

What Claude doesn't know

  • This month's rules (it learned from text up to a date)
  • Your organization
  • Your clients, and it shouldn't

What it's good at

  • First drafts
  • Rewording, plainer language
  • Summaries of long documents
  • Ideas

Not a source of facts.

Exercise 1: Ask well

Handout 1 · pairs · 12 minutes

Round 1: a short request. Round 2: a better one. Then compare.

A good request says

  • Who it's for
  • How long
  • What facts to use: "only the numbers in this report"

Then you still check every number.

Exercise 2: Check before using

Handout 2 · pairs · 12 minutes

What's the SNAP income limit for a family of four?

Checking means

  • Find the official source
  • Check what dates it's for
  • When good sources disagree: don't guess. Apply anyway, and call the agency or 211

Exercise 3: Protect clients

Handout 3 · pairs · 10 minutes

Don't paste the emails into Claude.

Ask without private details

  • Describe the problem, not the person
  • Use "Client A" if you need a name
  • Read it again before you press Enter
  • Add real details later, in your own systems

Exercise 4: When not to use it

Handout 4 · groups of 3 or 4 · 9 minutes

Good use · Use with a check · Don't use

Where the line is

  • Drafts and ideas: yes, and you check them
  • Decisions about a person: people
  • Safety, health, the law: trained people
  • Someone in crisis: a person, right away (in the US, 988)

Before you go

  1. Quiz again (3 minutes)
  2. Take the one-page takeaway
  3. Feedback form, no names

Thank you.