1
of 6— Prepare your source document
What you'll accomplish
Upload any SME source document (policy manual, procedure guide, regulatory text, or product documentation) to Claude Pro and extract the key learning content in a structured format. What used to take a half-day of reading and note-taking now takes 30 minutes.
What you'll need
- Claude Pro account at claude.ai ($20/month, enables file uploads and longer context)
- Your SME source document in PDF, Word, or plain text format
- A clear idea of who you're training and what they need to be able to do
- Time needed: 20–30 minutes per document
- Cost: $20/month (Claude Pro)
Process Large SME Documents into Course Content
Step 1: Prepare your source document
Before uploading, take 2 minutes to clarify your course goal in writing. You'll need this for your prompt.
- Open a notes document and write one sentence: "I am building a training course for [ROLE] at [COMPANY TYPE] so they can [PERFORMANCE GOAL]."
- Example: "I am building a training course for new customer service reps at a software company so they can independently resolve Tier 1 support tickets within 30 days."
- Save this sentence. You'll use it in every prompt.
Why this matters: Claude's output is only as focused as your input. Without a clear goal, the AI extracts everything instead of what's important for your specific learner.
Tools:Claude