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Designing and iterating a solution

CCAO-F 4.317 min read · checked 21 September 2026

Task statementUse Claude to support solution design, development, and iteration

The design and iteration loop

  1. State the jobwho uses it, for what, judged how
  2. Draft a versionan artifact you can see and share
  3. Test on a real caserun last month’s actual input through it
  4. Change one thingname the fault, not the feeling
  5. Keep or roll backversions make this reversible

Each pass fixes one named fault; stop when the real cases pass

The test step is what separates iteration from redecorating. Until a real case has gone through the draft, you are only reacting to how it reads.

Start by defining “good”, not by describing the thing

The single biggest lever on a first draft is stating how the result will be judged. Anthropic’s prompting guidance offers a useful test: show your prompt to a colleague with minimal context on the task and ask them to follow it — if they would be confused, Claude will be too. It also advises explaining why something matters rather than only what to produce, because Claude generalises from the explanation. For solution design, that means opening with the user, the situation, the constraint and the standard.

Two ways to open a design conversation

Describes the artefacttext

Create an interview scorecard for
hiring customer support agents.

Describes the job it must dotext

Build an interview scorecard for hiring
support agents at a software company.

Used by: hiring managers, many of whom
interview twice a year, filling it in on
a laptop during a 45-minute interview.

It must let two managers who interviewed
the same candidate compare scores and
explain a difference.

Four to six criteria, each with a 1-4
scale where every point is described in
behaviour, not adjectives. One evidence
box per criterion. Fits one page.

Ask me anything you need before drafting.
The right-hand brief names the user, the moment of use, the constraint and the test. Everything in the first draft can then be judged against something.

The last line is doing real work. Current Claude models follow instructions closely and tend to do exactly what was asked rather than volunteer extras, so inviting questions is how you get the gaps in your own brief surfaced before a draft is built on top of them. A good answer to “ask me anything” often reveals that you never decided whether the scorecard is used for screening calls as well as final interviews.

Build it where you can see it: artifacts

Anything you intend to share or keep should be built as an artifact rather than as a wall of chat text. Artifacts are self-contained pieces of work — documents, tables, diagrams, small interactive tools — that open in a dedicated window beside the conversation, where you can read, edit and revisit them. Claude’s help centre describes them as the things you would share with someone else, and notes that substantial content, typically more than about fifteen lines, becomes an artifact while short answers and explanations stay inline in the chat.

Three properties matter for iteration. There is a version selector, so you can move between drafts and go back when a change made things worse. For Markdown documents you can highlight a passage and edit it with Claude directly, rather than describing in chat where the problem is. And a finished artifact can be shared by link or exported, so the work leaves the conversation. Artifacts are available on all plans, and they require code execution and file creation to be enabled in settings — on Team and Enterprise that is an organisation setting an admin controls.

Where the work lives

Solution built in chat text

  • Each revision is a new block; the current version is whichever you scrolled to
  • Sharing means copying and pasting, losing structure
  • No way back to the version that worked
  • Colleagues cannot see it without the whole conversation

Solution built as an artifact

  • One object that updates in place as you refine it
  • Version selector to compare and roll back
  • Highlight a passage and revise just that part
  • Shareable by link or exportable when it is ready
The chat is the conversation about the work; the artifact is the work. Confusing the two is why good drafts get lost.

Iterating: change one named thing at a time

Vague dissatisfaction produces vague revisions. “Make it better”, “this isn’t quite right”, “more professional” all invite Claude to change everything, including the parts that were already correct. A productive revision names three things: what is wrong, where, and what should be true instead. It also says what to leave alone, which is the instruction people forget and the reason a fourth draft is often worse than the second.

Weak revisionWhy it backfiresStronger revision
“Make it better.”No target, so everything moves, including what worked“Keep sections 1–3 exactly. In section 4, replace the adjectives in the scale with observable behaviours.”
“Too long.”Claude cuts whatever it judges least important, often your must-have“Cut to one page by removing the examples, not the criteria.”
“Try again.”Discards the draft and re-rolls the dice“The 1-4 scale is the problem: points 2 and 3 are indistinguishable. Rewrite those two only.”
“Make it more professional.”Style word with no shared definition“Write for a hiring manager who has never used a scorecard: no HR jargon, no acronyms, second person.”

From a one-off to something repeatable

A solution that only exists in one person’s chat history is a draft, however good it is. There are three places to put work so it survives, and the exam expects you to know which is which. Project instructions and project knowledge hold standing context for a body of work — the templates, the definitions, the rules that apply to every chat in that Project. Skills package a repeatable procedure that Claude can load when it is relevant. And an artifact, shared or exported, is the deliverable itself.

Anthropic’s help centre draws the distinction plainly: Projects provide background knowledge that is always present within that Project’s chats, while Skills activate dynamically across Claude when a task calls for them. A skill is a folder whose central file carries a name and a description — the description is what Claude uses to decide whether the skill is relevant, so it has to say what the skill does and when to use it. Skills can be written in Markdown with no code at all, require code execution to be enabled, and on Team and Enterprise plans can be provisioned to the whole organisation so everyone follows the same procedure.

Where a finished solution belongs

The solutionscorecard, template, procedure
  • Artifactthe deliverable itself, versioned and shareable
  • Project knowledgethe template and examples every chat starts from
  • Project instructionsstanding rules for this body of work
  • Skilla repeatable procedure Claude loads when relevant
The same scorecard can appear in all three: the document is an artifact, the standing rules live in the Project, the procedure for running and scoring an interview can become a skill.

Skills follow the same iterate-and-test discipline as anything else. Anthropic’s guidance on creating them advises keeping each skill to a single workflow, writing a specific description because Claude relies on it to decide when to invoke the skill, starting with plain Markdown before adding anything more elaborate, and then testing with several prompts and checking whether the skill was actually loaded. If it fires at the wrong times or not at all, the description is usually the thing to change first.

Traps the wrong answers are built from

Tempting but wrongDo this instead
Asking for a finished solution in one long requestBrief the job, get a rough draft, and refine it in named passes.
Revising with “make it better” or “more professional”Name the fault, the location, and what should be true instead — and what to leave alone.
Starting a new chat when a draft is nearly rightIterate in place; the version selector lets you roll back if a change makes it worse.
Polishing a solution that has never seen a real inputRun a genuine case through it before the third revision.
Leaving a working solution in one person’s chat historyPut the deliverable, the standing rules and the procedure where the team can reach them.

You should now be able to

  • Open a design task with the user, the moment of use, the constraint and the test, and invite clarifying questions.
  • Build shareable work as an artifact and use versions to iterate reversibly.
  • Write a revision instruction that names the fault, its location and what must not change.
  • Test a draft against a real case before polishing it.
  • Decide whether a finished solution belongs in an artifact, in project instructions and knowledge, or in a skill.
  • Explain why iterating on a draft usually beats regenerating it.

Practice questions

Original questions written for this lesson, in the exam’s style. Answer first, then open the reasoning — every option is explained, including why the wrong ones are tempting.

  1. Question 1

    A communications manager has a Claude-drafted internal announcement that is 90% right. The tone is good and the facts are correct, but the second paragraph buries the effective date.

    What is the most effective next move?

    1. AStart a new conversation with a longer and more detailed prompt.
    2. BAsk Claude to rewrite the whole announcement to be clearer overall.
    3. CAsk for the effective date to lead paragraph two, leaving the rest alone.
    4. DEdit it by hand and move on without telling Claude.
    Show answer and reasoning
    1. AIncorrect. Starting over discards the 90% that works and re-rolls the parts that were already correct.
    2. BIncorrect. A broad instruction invites changes to the tone and facts that were already right.
    3. CCorrect. It names the fault, the location and the desired state, and protects the parts that work.
    4. DIncorrect. Fine for a one-off, but it loses the correction for the next announcement and the next author.
  2. Question 2

    A procurement analyst has iterated a supplier evaluation template through five versions in one conversation. It now works, and three colleagues will need to use it monthly.

    Which TWO steps best turn this into something the team can rely on? (Select 2.)

    1. AShare the artifact and put the template plus its instructions into a shared Project.
    2. BForward the whole conversation to the three colleagues.
    3. CCapture the evaluation procedure as a skill with a clear description of when to use it.
    4. DAsk Claude to memorise the template for future conversations.
    5. EPaste the final template into each colleague’s next chat when they ask.
    6. FRegenerate the template from scratch to produce a clean final version.
    Show answer and reasoning
    1. ACorrect. Project knowledge gives every colleague the same starting material for every chat in that Project.
    2. BIncorrect. A conversation is a record of how the template was built, not a usable version of the template.
    3. CCorrect. A skill packages the repeatable procedure so it loads when relevant, rather than living in one person’s memory.
    4. DIncorrect. Memory records context over time; it is not the mechanism for distributing a standard template to a team.
    5. EIncorrect. It works once per person and guarantees drift as soon as the template changes.
    6. FIncorrect. Regenerating discards five passes of tested refinement for a version nobody has tested.
  3. Question 3

    A team has spent an afternoon refining a customer onboarding checklist with Claude. It reads well and covers every step they could think of. They plan to roll it out to twelve account managers tomorrow.

    What should happen before the rollout?

    1. ARun two or three of last quarter’s real onboardings through the checklist.
    2. BAsk Claude to review the checklist for completeness.
    3. CAdd an “other” step at the end to catch anything missing.
    4. DHave Claude produce a second version to compare against the first.
    Show answer and reasoning
    1. ACorrect. Real cases expose the missing branch, the blank field and the exception that invented examples never produce.
    2. BIncorrect. A self-review may catch some gaps but cannot know which cases actually occur in this business.
    3. CIncorrect. A catch-all hides the gaps rather than finding them, and each manager fills it differently.
    4. DIncorrect. Comparing two untested drafts tells you which reads better, not which survives a real onboarding.
  4. Question 4

    A manager asks Claude for a training plan. The reply is a long block of chat text with headings and tables that she now wants to circulate, edit with a colleague, and revise over the next fortnight.

    What is the best way to continue?

    1. ACopy the text into a document and continue editing outside Claude.
    2. BAsk Claude to keep repeating the full plan in chat after each change.
    3. CHave it produced as an artifact, then refine and share that.
    4. DSummarise the plan and ask colleagues to comment on the summary.
    Show answer and reasoning
    1. AIncorrect. Workable, but it cuts Claude out of the revisions and loses version history in the conversation.
    2. BIncorrect. Each revision becomes another block to scroll past, and the current version becomes ambiguous.
    3. CCorrect. An artifact updates in place, keeps versions you can roll back to, and can be shared by link or exported.
    4. DIncorrect. Comments on a summary cannot be applied precisely to a plan the reviewers have not seen.

Sources

Drafted with AI assistance and checked against the sources above; expert review is in progress. Spotted an error? Tell us and it gets fixed, dated and listed on how this is written.