Step one · Before you open the chat
Plan
Four questions to answer first. Plan happens in your head or on paper. The chat window stays closed.
Purpose
What real-world outcome do I want? Not the AI task, the goal behind it.
Limits
What confidentiality, safety, policy, or risk boundaries apply?
Audience
Who receives the result, and what do they need to trust or act on it?
Needs
What raw inputs exist? Source documents, data, existing drafts.
The test for a good Purpose
Read it out loud. If it sounds like a task instead of an outcome, rewrite it.
Check your Limits first
Anything confidential? Remove names and numbers, or practise on sample material.
See Plan applied to a real task.
Class materialsBring Plan, Prompt, Proof to your team
A hands-on workshop where everyone builds, checks and keeps a real piece of work.