{"id":"lead-report-transfer-note-template","audience":"managers","category":"leadership-work","track":"leadership","level":"intermediate","technique":"format","title":"Fill a transfer note for a report moving to another team","free":false,"task":"Fill in this transfer note for the new manager, with exactly these fields in this order, one per line, in plain text: Name:, Moving to:, Start date:, Current projects:, Open commitments:, HR topics:. Use the dates from the HR email, not the older ones in your notes. Leave out health, pay and personality opinions, and write exactly \"Contact HR\" in the HR topics field. Under 90 words.","materialLabel":"Your notes and the HR email (attached to your prompt automatically)","material":"My notes on Jon Pierce (written in April):\n- Moving to Finance Ops, start date May 5.\n- Runs the vendor invoice cleanup (about 60 percent done) and the monthly close checklist.\n- Promised the auditors an access report by May 2.\n- Took a medical leave in January. Salary is at the top of his band.\n- Can be prickly in meetings, honestly.\n\nHR email (May 1): Jon's transfer start date is now May 12. Cleanup handover meeting is May 9. The access report to the auditors is still due May 2 and stays with Jon until sent.","rules":[{"type":"maxWords","max":90},{"type":"plainText"}],"mistakes":[{"title":"Using the old start date","why":"The AI takes May 5 from the notes.","fix":"Say: \"Use the dates from the HR email, not the older ones.\"","checks":["r1"]},{"title":"Adding sensitive details","why":"The AI includes leave, pay and opinions.","fix":"Say: \"Leave out health, pay and personality; HR topics: Contact HR.\"","checks":["r2"]},{"title":"Changing the template","why":"The AI adds fields and headings.","fix":"Say: \"Exactly these six fields in this order, one per line.\"","checks":["r0"]},{"title":"Markdown","why":"The AI bolds the field names.","fix":"Say: \"Plain text.\"","checks":["plainText"]},{"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 part instead, for example: \"each line under 15 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Lists the fields in order","patterns":["name:","moving to:","start date:"]},{"label":"Says to prefer the HR email","patterns":["hr email","newer","not the older"]},{"label":"Excludes sensitive items","patterns":["health","pay","personality"]},{"label":"Gives the exact HR line","patterns":["contact hr"]},{"label":"Plain text","patterns":["plain text"]}],"hint":"List the six fields in order, say which source wins on dates, and name what to leave out.","rubricLabels":["Has exactly the six fields Name:, Moving to:, Start date:, Current projects:, Open commitments: and HR topics: in that order, one per line","Start date is May 12 (not May 5), Moving to is Finance Ops, and Open commitments includes the access report due May 2 and the May 9 cleanup handover meeting","HR topics reads exactly \"Contact HR\" and nothing about medical leave, salary or being prickly appears"]}