{"id":"exec-qbr-follow-up-tracker","audience":"project-managers","category":"leadership-work","track":"leadership","technique":"grounding","level":"beginner","title":"Turn a QBR recap into a follow-up tracker table","free":false,"task":"Build a follow-up tracker from this QBR recap and the emails after it. Make a table with columns Follow-up, Owner, Due, Status, where Status is exactly Open or Done. Mark items Done only if a later email says so. Output only the table.","materialLabel":"QBR recap and later emails (attached to your prompt automatically)","material":"QBR recap - Lindqvist Medical Supply - Nov 4\nOur side: Paula (CSM), Ibrahim (Solutions), Chen (Exec sponsor)\nTheir side: Rosa Diaz (VP Procurement), Ken Abe (IT)\n\nFollow-ups agreed\n- Paula to send the usage report for Q3 by Nov 8.\n- Ibrahim to scope the SAP integration and share an estimate by Nov 15.\n- Chen to set up a call with Rosa's CFO about the multi-year deal by Nov 22.\n- Ken (theirs) to send the list of new sites by Nov 12.\n- Paula to share three customer references in healthcare by Nov 18.\n\nEmail - Nov 7, Paula to Rosa: \"Attached is the Q3 usage report as promised.\"\nEmail - Nov 13, Ken to Paula: \"Here's our list of new sites, 6 in total.\"\nEmail - Nov 14, Ibrahim to team: \"SAP estimate is taking longer, I'll aim for next week.\"\nSlack - Nov 14, Chen: \"I'll try to grab Rosa's CFO soon.\"","rules":[{"type":"maxWords","max":130}],"mistakes":[{"title":"Not giving the columns and statuses","why":"The AI writes a bulleted recap or invents statuses like \"In progress\" or \"Delayed\".","fix":"Say: \"Columns Follow-up, Owner, Due, Status. Status is exactly Open or Done.\"","checks":["r0"]},{"title":"Guessing what's done","why":"The AI marks items Done because someone said they'd try.","fix":"Add: \"Done only if an email says it was sent or finished.\"","checks":["r1"]},{"title":"Adding commentary","why":"The AI adds a summary and suggestions after the table.","fix":"Add: \"Output only the table.\"","checks":["r2","maxWords"]}],"promptHints":[{"label":"Asks for a table","patterns":["table","column"]},{"label":"Fixes the status values","patterns":["open or done","open","done"]},{"label":"Defines done","patterns":["only if","email says","confirmed","evidence"]},{"label":"Nothing else","patterns":["only the table","no (intro|notes|summary)"]}],"hint":"Trackers need fixed columns and a clear rule for when something is done. Give both, and tell the AI to output nothing else.","rubricLabels":["Is a table with columns Follow-up, Owner, Due, Status, with all 5 follow-ups, and every Status is exactly Open or Done","The Q3 usage report (Paula) and the new sites list (Ken) are Done; the SAP estimate, the CFO call and the references are Open","Has nothing before or after the table (no intro line, summary or notes)"]}