1. The task
What do you want to produce? Keep it specific: a summary of an inquiry, a first draft of a reply, or an action list from notes.
Choose one task.
Write down what good looks like.
Use these six questions to prepare a small AI test. Put your answers in a document and share them with the person who will review the result.
2. The source
What information should the AI use? Identify the document or message, and remove personal details the task does not need.
3. The finished result
Write one good example yourself. Specify the format, length and details that must appear.
4. The unknowns
What should happen when something is missing? Ask for gaps to be marked instead of filled with a guess.
5. The reviewer
Who checks the result before it is sent or used? Name the person and the facts they need to verify.
6. The comparison
How long does the task take now? Include checking and corrections when comparing the AI-assisted version.
Try a worked example.
Explore a prepared business example. Compare a weak draft with a reviewed version, then read what changed and why.
Open the worked exampleFor help applying the same process to your work, start with a conversation about the task.
How a working session worksPut your answers in a brief.
Use the worksheet to organize your task, then copy or download your plan.