Graduate-style course: AI for TPM / Technical PM

This document turns TPM-PM-AI-Technical-Learning-Plan.md into a structured seminar: readings, graded-style assignments (you self-grade with rubrics), milestones, and a capstone. Treat each week like 8–12 hours of graduate coursework (readings + problem sets + labs).

Companion artifacts


1. Course information

Field Detail
Audience Program managers, TPMs, and PMs preparing for technical + AI depth (including FAANG-style loops).
Prerequisites Comfort with spreadsheets; willingness to run Python in a virtualenv; basic SQL helpful but teachable inside the course.
Duration 14 weeks (one module per week); compress or extend as needed.
Materials Open documentation from major model providers, OWASP LLM materials, optional survey papers; local practice-env SQLite + Markdown corpus.

Learning outcomes (what you should be able to do)

By the end you should be able to:

  1. Define core LLM concepts (tokens, context window, inference vs training, grounding, embeddings) and use vocabulary correctly in design discussions.
  2. Draft prompts using reusable patterns (role/constraints, few-shot, tool-use framing) and an eval rubric for a feature.
  3. Translate product questions into metric definitions and SQL or pandas queries; critique ambiguous analytics.
  4. Produce charts tied to a hypothesis and explain one weakness of each metric.
  5. Explain the RAG pipeline, common failure modes, and mitigations at a system level.
  6. Specify a minimal chatbot/RAG product: UX, logging, safety, and incident response.
  7. Diagram an agentic workflow with human gates, idempotency, and auditability.

2. How to actually learn this (graduate habits)

Habit What to do
Active recall After each reading, close the tab and write 5 bullet notes from memory.
Explain aloud 10-minute “lecture to the wall” on one topic (tokens, RAG, eval).
One artifact per week Never finish a module with only passive reading—always submit the lab deliverable.
Timed practice Use a 45-minute block for SQL drills and 90 minutes for system-design outlines.
LLM use policy You may use AI assistants for drafts if you (a) paste your final reasoning in your own words, (b) verify anything that touches numbers or SQL against the DB, (c) note in the assignment where the assistant helped.

3. Grading map (self-assessment)

There are no external graders. Use the rubrics below; aim for “meets” or “exceeds” on every criterion before moving on.

Component Weight (suggested) What it is
Problem sets (PS1–PS7) 35% Written + short analytical tasks
Labs (L0–L7) 35% Code/SQL/notebook deliverables
Midterm 10% Timed SQL + metric-definition exam (self-proctored)
Capstone 20% Integrated project + written report

Adjust weights if you skip optional sections.


4. Weekly modules: readings + assignments

Each Module n lists: objectives, readings (complete before the problem set), Problem Set n, and Lab n. Solution discipline: store work in a folder like my-submissions/module-03/ (you create it).

Module 0 — Foundations and jargon (Week 1)

Objectives: Explain tokens, context window, inference vs training, hallucination vs grounding, embeddings at a high level; list 10 jargon terms you did not know before.

Readings (pick depth)

  • Required: Skim your chosen provider’s docs on models, tokens, chat vs completions, JSON / structured output (e.g. OpenAI, Anthropic, or Google AI Studio documentation—one ecosystem is enough).
  • Recommended: OWASP LLM Top 10 overview (conceptual, not memorization of every item).

Problem Set 0 (PS0)

  1. In ≤ 250 words, explain why context limits imply summarization, chunking, or RAG for large corpora.
  2. Glossary: define 10 terms from the learning plan’s jargon list in your own words (no copy-paste).

Lab 0 (L0)

  • Set up practice-env per README: venv, pip install -r requirements.txt, run scripts/build_dummy_db.py, run labs/explore_metrics.py.
  • Submit: screenshot or paste of terminal output + one sentence describing what the script computes.

Rubric — PS0

Criterion Meets Exceeds
Context limits Links limits to a product consequence (cost, truncation, recall). Compares two mitigation strategies (e.g. RAG vs summarize) with a tradeoff.
Glossary Definitions are accurate and plain-language. Each term has a tiny example (one phrase).

Module 1 — Prompt engineering as engineering (Weeks 2–3)

Objectives: Use prompt patterns (not vibes); design a small eval with pass/fail rules.

Readings

  • Required: Provider guide on system prompts, multi-turn, and function calling (or equivalent).
  • Recommended: One industry write-up on eval sets for LLM features (blog or vendor-neutral summary).

Problem Set 1 (PS1)

  1. Write one system prompt and one user prompt for: “Summarize a weekly incident report for executives; flag P0 risks.” Include constraints (length, tone) and output format (bullets vs JSON).
  2. Build a 10-question eval sheet for that feature: columns Question | Expected property | Pass/Fail rule. Include at least 2 safety/refusal cases.

Lab 1 (L1)

  • In a Markdown file, show three variants of the same task using: (a) role + constraints only, (b) few-shot with 2 examples, (c) chain-of-thought instruction with optional hidden reasoning note.
  • For each variant, run the prompt against one real or synthetic incident paragraph (invented is fine) and paste outputs; write 3 sentences on which variant you’d ship first and why.

Rubric — PS1 / L1

Criterion Meets Exceeds
Eval sheet Pass/fail is checkable without subjective vibes. Includes negative tests (wrong format, missing P0).
Variant comparison Chooses a variant with stated tradeoffs (latency, verbosity, control). Discusses eval maintenance (when prompts change).

Module 2 — LLMs and databases (Weeks 4–5)

Objectives: Treat SQL as source of truth; specify safe text-to-SQL workflows; practice practice-env.

Readings

  • Required: Documentation on read-only DB users / SQLite safety patterns (your choice); one article on text-to-SQL pitfalls (join errors, date filters).

Problem Set 2 (PS2)

  1. From practice-env, write 5 business questions in English and the SQL that answers each (run against cloudnote.db).
  2. Threat model: In ≤ 200 words, list three ways a text-to-SQL assistant could cause harm and one control per harm (allowlist, LIMIT, human approval, etc.).

Lab 2 (L2)

  • Complete at least 3 analytical prompts from practice-env/sql/faang_style_drills.sql: for each, submit (a) metric definition in English, (b) working SQL, (c) one sentence interpreting the result.

Rubric — PS2 / L2

Criterion Meets Exceeds
SQL Queries run without error; joins match intent. Uses clear aliases and comments for non-obvious filters.
Safety Controls map to realistic deployment. Mentions audit log or semantic layer for metrics.

Module 3 — Visualization and narrative (Week 5–6)

Objectives: Tie plots to hypotheses; label and defend denominators.

Readings

  • Required: Matplotlib or Plotly “getting started” (skim); one article on metric hygiene (cohorts, ratios).

Problem Set 3 (PS3)

  1. For each plot type—line, bar, funnel—give one PM question it answers well and one misuse.
  2. Hypothesis: “Enterprise users file more support tickets per active user than SMB.” Define active user and normalize the comparison; state what would falsify the hypothesis.

Lab 3 (L3)

  • Extend labs/explore_metrics.py or a notebook: produce three static plots for cloudnote.db that answer:
  • “Is the problem getting worse?”
  • “Who is affected?”
  • “What’s a simple baseline or comparison?”
  • Submit plots (PNG or PDF) + ≤ 150 words total interpretation.

Rubric — L3

Criterion Meets Exceeds
Charts Axes labeled; title states the takeaway. Denominator or time window explicit in caption.
Narrative Hypothesis linked to chart; caution noted. Calls out Simpson’s paradox or segment confound if relevant.

Module 4 — RAG (Weeks 7–8)

Objectives: Describe ingest → chunk → embed → retrieve → generate; recognize failure modes.

Readings

  • Required: One vendor-neutral explainer on embeddings and vector search; LlamaIndex or LangChain RAG overview (skim architecture diagrams only if short on time).
  • Recommended: Survey hybrid search (BM25 + dense) at concept level.

Problem Set 4 (PS4)

  1. Draw RAG architecture (boxes + arrows): ingestion, chunking, embedding store, retriever, generator, optional reranker.
  2. List four failure modes (stale doc, bad chunk, ACL leak, low recall) and one mitigation each.

Lab 4 (L4)

  • Minimum viable RAG: chunk practice-env/corpus/ (by heading or fixed size), embed with a library/API of your choice or simulate retrieval with keyword overlap if you have no API key—state which.
  • Ask 5 questions; for each, show retrieved chunks and model answer with citations (or pseudo-citations if simulated).
  • Write two observed failures and how you’d detect them in production.

Rubric — L4

Criterion Meets Exceeds
Traceability Answers tie to specific chunks. Eval idea for citation accuracy sketched.

Module 5 — Chatbot product surface (Weeks 9–10)

Objectives: Specify UX, logging, rate limits, fallbacks; naive RAG vs tool-using agent—when each.

Readings

  • Required: Your provider’s docs on streaming and rate limits.
  • Recommended: One post on prompt injection in chat UIs.

Problem Set 5 (PS5)

  1. One-pager spec: stakeholders, success metrics, P95 latency target (pick a number and defend order-of-magnitude), logging fields per turn.
  2. Incident playbook (≤ 1 page): “model wrong,” “DB down,” “rate limit,” “retrieval returns empty.”

Lab 5 (L5)

  • Minimal UI (Streamlit/Gradio/CLI): user asks a question; system retrieves from corpus and/or runs one read-only SQL template you approve.
  • Log: timestamp, question, sources used, rough latency.
  • Submit: short screen recording or transcript + README how to run.

Rubric — L5

Criterion Meets Exceeds
Ops Logs exist and are useful. Redaction strategy for PII mentioned.

Module 6 — Prototypes and reproducibility (Weeks 11–12)

Objectives: Reproducible demos; versioned prompts; cost awareness.

Readings

  • Required: Skim Streamlit or Gradio docs (your choice).
  • Recommended: Notes on token counting and caching concepts.

Problem Set 6 (PS6)

  1. Write a 5-minute demo script (bullet outline) for leadership: setup, question, expected insight, fallback line if the model fails.
  2. Estimate order-of-magnitude tokens for one session (show assumptions).

Lab 6 (L6)

  • Package L5 into a reproducible run: requirements.txt or lockfile, pinned prompt text in a file, README with exact commands.
  • Optional: add one chart from cloudnote.db in the same demo flow.

Rubric — L6

Criterion Meets Exceeds
Repro Fresh clone runs with documented steps. Single command or Makefile target.

Module 7 — Agentic patterns (Weeks 12–14)

Objectives: Plan–act–observe loops; human gates; cost and audit.

Readings

  • Required: One overview of ReAct or tool use (paper abstract + diagram ok).
  • Recommended: MCP introduction (Anthropic or official MCP docs)—conceptual.

Problem Set 7 (PS7)

  1. Compare single agent with tools vs multi-agent for one scenario (e.g. “investigate ticket + query metrics”): pros/cons in a table.
  2. Design human approval for any action that sends email or refunds money—sequence diagram or numbered steps.

Lab 7 (L7)

  • Diagram (Mermaid, draw.io export, or neat ASCII) an agent that cannot send external email without approval; include retry/idempotency note for tool calls.

Rubric — PS7 / L7

Criterion Meets Exceeds
Governance Approval boundary is explicit. Discusses duplicate execution or partial failure.

5. Midterm (Week 8 suggested)

Duration: 90 minutes, closed notes except practice-env schema sheet and SQLite CLI.

Sections

  1. Metric definitions (30 min): Given three ambiguous questions (“Did AI improve retention?”), rewrite precise definitions (numerator/denominator/window).
  2. SQL (45 min): Answer two prompts from faang_style_drills.sql with working queries on cloudnote.db.
  3. Short concepts (15 min): Define four of: embedding, temperature, RAG, prompt injection, eval set, P95 latency—in 2 sentences each.

Self-grade: Use answer keys you write after the exam (prepare keys from your own solutions the next day); flag gaps and redo weak sections.


6. Capstone (Weeks 12–14)

Align with Capstone in learning planInsight copilot using practice-env corpus + DB.

Deliverables

Artifact Requirement
Code/notebook RAG + at least one approved SQL path + one chart from DB
Eval 15 golden questions with expected behaviors (correct refusal, citation, numeric sanity)
Report (2000–3500 words) Problem, users, architecture, tradeoffs, risks, launch plan, metrics dashboard sketch
Demo 8-minute recorded walkthrough or live checklist

Capstone rubric (summary)

Dimension Meets Exceeds
Technical coherence End-to-end flow works; limitations stated. Clear comparison vs baseline without AI.
Product judgment Metrics tied to decisions; rollout phased. Explicit rollback and kill switch.
Risk Safety and misuse discussed with mitigations. Red-team two abuse scenarios.

7. Suggested calendar (14 weeks)

Week Focus Submit
1 Module 0 PS0, L0
2–3 Module 1 PS1, L1
4–5 Module 2 PS2, L2
5–6 Module 3 PS3, L3
7–8 Module 4 + Midterm PS4, L4, midterm
9–10 Module 5 PS5, L5
11–12 Module 6 PS6, L6
12–14 Module 7 + Capstone PS7, L7, capstone

Overlap weeks intentionally combine lighter reading with heavier labs—adjust to your schedule.


8. Where this ties back

Topic Learning plan phase This course
Jargon / fundamentals Phase 0 Module 0
Prompting / eval Phase 1 Module 1
SQL / validation Phase 2 Module 2
Plots Phase 3 Module 3
RAG Phase 4 Module 4
Chatbot Phase 5 Module 5
Prototypes Phase 6 Module 6
Agents Phase 7 Module 7

This syllabus is for independent study; adapt deadlines, readings, and rubrics to your goals.