{"id":"cs-champion-departure-two-week-plan-dated","audience":"customer-success","category":"support-work","technique":"context","track":"support","level":"intermediate","title":"Plan the final two weeks before a champion leaves","free":false,"task":"Write a plan of exactly 5 lines, each starting \"- [ ]\", then the date, the task and the owner in parentheses. Date order, soonest first, with the task that has no fixed date last as \"TBD\". Use only the tasks listed as needed. Plain text, nothing before or after.","materialLabel":"Your material (attached to your prompt automatically)","material":"CHAMPION DEPARTURE - Ravi Nair (operations lead, Orchard Logistics) leaves on Fri Nov 20. Today: Mon Nov 9.\n\nTASKS NEEDED\n1. Handover session with Ravi to document how the team uses the product: no later than one week before his last day. Owner: Kofi (CSM).\n2. Ask Ravi to introduce his successor or the executive sponsor: by Mon Nov 16. Owner: Kofi.\n3. Send a welcome note to the successor: within 2 business days after the introduction (date depends on the intro). Owner: Kofi.\n4. Update CRM contacts and health notes: on Ravi's last day. Owner: Kofi.\n5. Book an executive sponsor check-in: by Fri Nov 27. Owner: Hana (VP).\n\nNOT NEEDED: a farewell gift (HR handles that) and a customer survey.\n\nCalendar: Fri Nov 13 is one week before Fri Nov 20.","rules":[{"type":"plainText"},{"type":"maxBullets","max":5}],"mistakes":[{"title":"Inventing a date for the welcome note","why":"The AI guesses a date.","fix":"Say: \"The task with no fixed date is last, marked TBD.\"","checks":["r1"]},{"title":"Adding the gift","why":"The AI includes the farewell gift.","fix":"Say: \"Use only the tasks listed as needed.\"","checks":["r2"]},{"title":"Wrong handover date","why":"The AI picks Nov 20.","fix":"Say: \"No later than one week before the last day: Nov 13.\"","checks":["r1"]},{"title":"Getting markdown back","why":"AI adds bold and headings by default, which show up as stray symbols where this is pasted.","fix":"Say \"plain text, no bold, no headings, no asterisks\".","checks":["plainText"]},{"title":"Leaving the bullet count open","why":"The AI keeps adding bullets until every detail is covered.","fix":"Name the cap: \"at most N bullets, nothing else\".","checks":["maxBullets"]},{"title":"Leaving a requirement unstated","why":"The AI follows its own defaults unless the prompt spells this out.","fix":"State it plainly in your prompt: the output has exactly 5 lines, each starting '- [ ]' with a date (or TBD), a task and an owner in parentheses, and nothing before or after.","checks":["r0"]}],"promptHints":[{"label":"Line format","patterns":["- \\[ \\]","5 lines","exactly 5"]},{"label":"Date order and TBD","patterns":["date order","tbd"]},{"label":"Owners in parentheses","patterns":["owner","parenthes"]},{"label":"Excludes unneeded tasks","patterns":["only the tasks","not needed","leave out"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Caps the bullets","patterns":["bullet"]}],"hint":"Plans with dates need rules for the dateless item and for what to leave out.","mission":"Plan the last two weeks before the champion leaves.","musts":["Exactly 5 checkbox lines","Soonest first, TBD last","Only listed tasks"],"rubricLabels":["The output has exactly 5 lines, each starting \"- [ ]\" with a date (or TBD), a task and an owner in parentheses, and nothing before or after","The lines are in this order: Nov 13 handover session, Nov 16 introduction request, Nov 20 CRM update, Nov 27 executive check-in, then the welcome note as TBD last","Hana is the owner of the executive check-in, Kofi is the owner of the other four lines, and the farewell gift and survey are not included"]}