{"id":"dat-np-donor-retention-readout","audience":"nonprofit","category":"data","technique":"grounding","title":"Write a 3-sentence donor retention readout for the board","free":false,"task":"The board wants three numbers on this year's donors: retention rate, new donors, and average gift. Write exactly 3 sentences, one per number, each showing its math. Apply the database cleanup note, leave out the unconfirmed grant, plain text, under 70 words.","materialLabel":"Donor report and notes (attached to your prompt automatically)","material":"DONOR SUMMARY - Riverbend Literacy Project (CRM export, Oct 31)\n\n2024 donors: 400\n2025 donors who also gave in 2024: 180\n2025 new donors: 120\n2025 total donors: 300\n2025 total individual giving: $45,000\n\nDatabase cleanup note (Sam, Nov 2):\nMerged duplicate records. 20 of the \"new\" 2025 donors were 2024 donors who gave with a new email address. They are repeat donors, not new.\n\nOther:\n- Our retention rate = 2025 repeat donors ÷ 2024 donors.\n- The ED said we \"might\" get a $50,000 family foundation grant. Nothing signed, and grants aren't individual giving.\n- Year-end appeal letter goes out Nov 28.\n- The book drive collected 2,300 books.\n- Board meets Nov 18.\n- Shared with the team in the usual folder.","rules":[{"type":"maxSentences","max":3},{"type":"plainText"},{"type":"maxWords","max":70}],"mistakes":[{"title":"Skipping the cleanup note","why":"The AI uses the raw export, so retention reads 45% and new donors 120.","fix":"Add: \"Apply the cleanup: 20 'new' donors are repeat donors.\"","checks":["r0","r1"]},{"title":"Counting the maybe-grant","why":"The AI folds the possible $50,000 into giving and inflates the average.","fix":"Add: \"Leave out the unconfirmed grant.\"","checks":["r2"]},{"title":"Getting a full report","why":"The AI writes paragraphs with headings and extra stats.","fix":"Say: \"Exactly 3 sentences, one per number, each with its math.\"","checks":["maxSentences"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each sentence: \"each sentence under 18 words.\"","checks":["maxWords"]},{"title":"Forgetting where it goes","why":"AI loves markdown tables and bold, which show up as clutter in a board email.","fix":"Add: \"Plain text, no bold, headings or tables.\"","checks":["plainText"]}],"promptHints":[{"label":"Applies the cleanup note","patterns":["cleanup|clean-up","merg","duplicate","20"]},{"label":"Leaves out the grant","patterns":["grant","unconfirmed"]},{"label":"Sets the sentence count","patterns":["\\b(3|three)\\b.{0,15}sentences?","one (sentence )?per"]},{"label":"Asks to show the math","patterns":["show (the |your )?(math|work)","x \\$|\\bx\\b.{0,10}=","calculation","step"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no (headings|tables)"]}],"hint":"A cleanup note changes two numbers, and one number isn't real yet. Tell the AI both and ask for one sentence per number.","rubricLabels":["Retention is 50% (200 repeat donors ÷ 400, after moving the 20 merged records from new to repeat), not 45%","New donors are 100 (not 120)","Average gift is $150 ($45,000 ÷ 300), and the unconfirmed $50,000 grant is not mentioned or counted"]}