{"id":"lead-retiring-teammate-undocumented-duties-checklist","audience":"managers","category":"leadership-work","track":"leadership","level":"intermediate","technique":"context","title":"List questions for a retiring teammate about undocumented duties","free":false,"task":"Write a handover checklist with exactly 4 lines in plain text, each starting with [ ]. Cover only duties that have no written documentation, one question per line, each starting \"Ask Walt:\" followed by a question under 18 words that names the system or task. Order the lines by how soon the duty next happens, soonest first. Today is Nov 6.","materialLabel":"Walt's duty list (attached to your prompt automatically)","material":"Walt Kessler retires Dec 19. His duties:\n\n1. Month-end FTP upload of the billing file to the bank, due the last business day (Nov 28). Documented in the finance wiki.\n2. Yearly renewal call with the print vendor, due Dec 2. No documentation; Walt keeps the contact in his head.\n3. Password rotation for the shared reporting account, every quarter, next on Jan 5. No documentation.\n4. Weekly Tuesday backup check of the file server. Documented in a runbook. Next: Nov 11.\n5. Quarterly reconciliation of the petty-cash box. No documentation. Next: Dec 31.\n6. Manually fixing the \"stuck order\" report when it freezes, usually mid-month. No documentation. Last happened Oct 15, so next likely about Nov 15.\n7. Keys to the storeroom (return keys on last day). Documented on the exit form.","rules":[{"type":"maxWords","max":105},{"type":"plainText"}],"mistakes":[{"title":"Including documented duties","why":"The AI adds the FTP upload.","fix":"Say: \"Cover only duties with no written documentation.\"","checks":["r1"]},{"title":"Wrong order","why":"The AI keeps the list order.","fix":"Say: \"Order by how soon the duty next happens, soonest first.\"","checks":["r2"]},{"title":"Statements instead of questions","why":"The AI writes instructions.","fix":"Say: \"Each line starts Ask Walt: and is a question.\"","checks":["r0"]},{"title":"Wrong count","why":"The AI writes 7 lines, one per duty.","fix":"Say: \"Exactly 4 lines.\"","checks":["r0"]},{"title":"Markdown","why":"The AI uses a markdown checklist.","fix":"Say: \"Plain text; lines start with [ ].\"","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":"Line format","patterns":["\\[ \\]","ask walt:"]},{"label":"Undocumented only","patterns":["no written documentation","undocumented","only duties"]},{"label":"Order by date","patterns":["soonest first","how soon"]},{"label":"Question length","patterns":["under 18 words"]},{"label":"Gives today's date","patterns":["nov 6","today is"]}],"hint":"Give the line format, limit it to undocumented duties, and set the order.","rubricLabels":["Has exactly four lines, each starting with [ ] and then \"Ask Walt:\" followed by a question","The lines cover only the four undocumented duties (stuck-order report, print vendor renewal, petty-cash reconciliation, password rotation) and none covers the documented ones: FTP upload, backup check, storeroom keys","The order is soonest first: stuck-order report (about Nov 15), print vendor renewal (Dec 2), petty-cash reconciliation (Dec 31), password rotation (Jan 5), and every question is under 18 words"]}