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ChatGPT for Planners - From Ideas to Presentation Materials

A practical course for planners struggling with inconsistent ChatGPT results. Follow along with 35 videos and lesson-by-lesson guidebooks, covering everything from installing the Windows desktop app to the COFFEE framework, research and analysis, proposals, promotional content, presentation materials, and spreadsheets.

1 learners are taking this course

Level Beginner

Course period Unlimited

ChatGPT
ChatGPT
ChatGPT
ChatGPT

What you will gain after the course

  • With the COFFEE framework, you can write prompts tailored to your goals and evaluate and refine the results.

  • I can create proposals, promotional content, presentation materials, and spreadsheets based on research and analysis.

[Course Introduction]

This course is for planners who use ChatGPT in their work but get inconsistent results from day to day. Starting with installing the ChatGPT desktop app for Windows, you’ll learn how to write prompts using the COFFEE framework, then follow the planning workflow and create materials yourself—from research and analysis to proposals, promotional content, presentations, and spreadsheets. At each stage, you’ll learn to distinguish between tasks to delegate to ChatGPT and decisions that require human judgment, building the habit of treating ChatGPT’s writing as a starting point, checking it, and then using it. The course consists of 35 videos (about 8 hours, including hands-on lessons) and a learner guidebook for each lesson.


[Key Features]

- (For the desktop app) Instead of using web chat, follow along from the beginning with installing, setting up, and using the Windows ChatGPT desktop app.

- (COFFEE framework) Use a single framework throughout the process: include the concept, purpose, and preparation in your prompt, then refine the results through feedback, evaluation, and expansion.

- (Following the actual planning workflow) We follow the real planning process, from finding keywords and summarizing documents to SWOT analysis, personas, idea reviews, proposal outlines, promotional copy, and presentation materials.

- (Hands-on videos and learner guidebook) Each lesson includes a hands-on video showing how to make requests in the actual app, along with prompts, practice materials, and evaluation criteria in the guidebook that learners can copy and try right away.

- (Verification Habits) Each lesson highlights what to check before using the results at work, such as verifying sources, cross-checking information, and managing sensitive data.

- (Latest app features) Covers app features as of October 2026, from projects, web search, file attachments, and voice input to creating deliverables with ChatGPT Work.


[Who This Course Is For]

- Planning professionals who already use ChatGPT but get inconsistent results

- Office workers who aren’t sure how to write requests (prompts)

- People who are installing the ChatGPT desktop app for the first time and want to use it for work.

- Service, business, and education planning professionals who frequently create proposals, reports, and presentation materials

- People who aren’t confident using computers and want to learn step by step, starting with installation.


[Learning Objectives]

- Install the ChatGPT desktop app, learn its interface and the basics of chatting, and configure it to suit my work.

- Write prompts using the COFFEE framework to get results tailored to your goals.

- Search the web and attach files to find and summarize information, verify sources, and use it for work.

- Define the customer and problem, generate and evaluate ideas, and create an outline and draft of a proposal.

- Can adapt planning outcomes into other formats, such as FAQs, promotional copy, card-style posts, presentations, and spreadsheets.


[Table of Contents]

<Course Introduction>

01 Course Introduction

<Part 1: Getting Started with the ChatGPT Desktop App>

02 Web Version and Desktop App: Differences and Why You Might Choose Each

03 Download, Install, Log In, and Choose a Plan

04 Interface Layout and Conversation Basics

05 Personalize It: Custom Settings and Memory

06 Things to Know Before Using It for Work

<Part 2 Prompt Design: COFFEE>

07 COFFEE ①: Overview, Concept, and Purpose Setting

08 COFFEE ②: Preparation, Feedback, Evaluation, and Expansion

09 Locking In the Concept and Materials with a Project

<Part 3: Information Search and Analysis>

10 Finding Keywords Through Questions Before Searching

11 Searching for the Latest Information and Verifying Sources

12 Reading Long Documents: File Attachments and Summaries

13 Organizing Information: Summarizing Commonalities and Classifying by Perspective

14 SWOT and TOWS Strategy

15 Anticipating Questions Before the Presentation

<Part 4: Creating a Proposal>

16 Defining the Problem and Customer: Personas and Customer Journeys

17 Generating Ideas: Break the Problem into Categories

18 Reviewing Ideas: Evaluation Criteria and Prioritization

19 Designing Customer Research: Surveys and Interview Questions

20 Market Size and Competitive Analysis

21 Designing a Proposal Outline and Structure

22 Curriculum and Program Design

23 Event and Workshop Proposals, Opening Remarks

24 Writing Business Emails: Proposals and Requests for Collaboration

25 Working with Outsourced Documents: Contracts and Requests

<Part 5: Creating and Promoting Content>

26 Q&A Content: FAQs and Quizzes

27 Creating Blog Posts

28 Promotional Copy for Each Channel

29. Card News and Short-Form Video Scripts

<Part 6: Expanding App Features>

30 Writing by Speaking: Voice Input and Conversation

31 Organizing Meeting Minutes and Action Items

32 Translation and Reading English-Language Materials

33 Creating deliverables with ChatGPT Work

34 Create a presentation

35 Create schedules, budgets, and priority tables with spreadsheets


Recommended for
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Who is this course right for?

  • Planning professionals and office workers who use ChatGPT but struggle to get the results they want

  • Service, business, and education planners who frequently create proposals, reports, and presentations

Need to know before starting?

  • You just need to know the basic operations, like opening files on a computer and accessing the web.

  • A Windows PC, an internet connection, and a ChatGPT account are required.

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Packed with practical know-how you can use right away in your business work.
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<Open Learning Lab>

* After working in the fields of e-learning, edtech, and lifelong learning, currently serving as the director of Open Learning Lab Co., Ltd.
* A doctor of educational technology with a strong interest in how individuals and organizations learn and grow
* Focused on turning ideas into reality in areas such as digital learning, edtech, lifelong learning, and the metaverse
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36 lectures ∙ (7hr 58min)

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