Back to the AI Policy

Reference Guide

Which Claude model should I use?

Use the simplest model that gets the job done. This keeps Claude fast, available, and affordable for everyone.

When in doubt, use Sonnet.

If you hit a limit, the app still works

A usage limit message does not mean the company account is shut down for the month. Claude uses time-based usage windows that reset.

If someone hits a temporary limit, they can switch to a lighter model or continue later after the reset.

The organization does not go offline because one person hits a temporary threshold.

Start here

Haiku

Quick and simple

Best for short, easy tasks where speed matters most.

  • Grammar fixes
  • Quick email drafts
  • Formatting
  • Simple summaries
  • Basic extraction

Sonnet

Everyday work

Best for most daily tasks. This is the company default.

  • Internal memos
  • First drafts
  • Research summaries
  • Planning
  • Presentation outlines
  • Standard coding help

Opus

Hardest work

Use only for difficult or high-stakes work that needs the strongest reasoning.

  • Major proposals
  • Complex analysis
  • Sensitive communications
  • Advanced technical work
  • Difficult debugging
  • Strategic planning

Choose your model

Quick and simple

Haiku

Examples
Grammar cleanup, short emails, simple summaries, formatting

Most daily work

Sonnet

Examples
Memos, outlines, planning, research summaries, normal writing

Complex or high-stakes

Opus

Examples
Major proposals, sensitive work, difficult analysis, advanced technical tasks

Always start with the simplest model that fits the task.

Rules for everyone

  1. 1

    Start with Haiku for quick, simple tasks.

  2. 2

    Use Sonnet for most day-to-day work.

  3. 3

    Use Opus only for difficult or high-stakes work.

  4. 4

    Combine related requests into one clear prompt instead of sending many short prompts.

  5. 5

    Check your usage settings if you think you are nearing a limit.

Some roles need more power

Some teams, including Estimating, Capital Projects, and Finance, may need stronger model usage for complex work. That is expected. For those cases, Opus use may be appropriate.

For surrounding work like emails, summaries, and quick lookups, users should move back down to Sonnet or Haiku whenever possible.

If your role requires frequent Opus use, speak with your manager or the AI Champions Committee.

Advanced settings

Most users do not need to change effort settings. The default settings are appropriate for normal work.

Effort LevelWhen to use it
Standard / LowQuick work where speed matters
MediumEveryday work that needs more care
HighDifficult work where quality matters more than speed
MaxRare, critical work only

Higher effort settings can increase usage and response time.

Questions? Contact your AI Champions Committee or Scott Walker at scott@upshiftcollective.com.