{"id":"lead-sbi-two-sentences-meeting-late-pattern","audience":"managers","category":"leadership-work","track":"leadership","level":"beginner","technique":"format","title":"Write a two-sentence SBI note for your own records, reviewed by HR","free":false,"task":"Write a note for your records about a team member's pattern of arriving late to client calls. Plain text, exactly 2 sentences plus a final line. Sentence 1 states the Situation and Behavior with 3 dates. Sentence 2 states the Impact with one fact. Final line exactly: HR to review before any discussion. Include no judgments, no guesses about reasons, and no recommended action.","materialLabel":"Your notes (attached to your prompt automatically)","material":"Notes - Reza Sultani, account manager\n\n- Client calls: Reza joined 8 minutes late on Oct 7 (Harbor Foods), 12 minutes late on Oct 21 (Pine Ridge), and 6 minutes late on Nov 4 (Harbor Foods). On Oct 14 he was on time.\n- Impact: On Oct 21 the Pine Ridge buyer asked to reschedule the contract discussion to Oct 28. On Oct 7 Harbor Foods' contact said \"we waited\" in the follow-up email.\n- Reza has been going through a divorce (colleague said). Do not mention.\n- He is a top performer for revenue.\n- I would like to suggest a coaching plan. (Not for this note.)\n- He is always disorganized. (My opinion; avoid.)","rules":[{"type":"maxSentences","max":3},{"type":"maxWords","max":70},{"type":"plainText"}],"mistakes":[{"title":"Judgments","why":"The AI writes 'disorganized'.","fix":"Say: \"Facts only, no judgments.\"","checks":["r2"]},{"title":"Mentioning personal life","why":"The AI includes the divorce.","fix":"Say: \"Leave out personal circumstances.\"","checks":["r2"]},{"title":"Missing impact","why":"The AI skips the effect on the client.","fix":"Say: \"Sentence 2 states one impact fact.\"","checks":["r1"]},{"title":"Missing dates","why":"The AI says 'several times'.","fix":"Say: \"Give the three dates.\"","checks":["r0"]},{"title":"Adding a plan","why":"The AI adds a coaching plan.","fix":"Say: \"No recommended action.\"","checks":["r2"]},{"title":"Too long","why":"The AI writes a paragraph.","fix":"Say: \"Exactly 2 sentences plus the final line.\"","checks":["maxSentences"]},{"title":"Markdown","why":"The AI uses bullets.","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 sentence: \"each under 30 words.\"","checks":["maxWords"]},{"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 12 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Two sentences","patterns":["2 sentences","two sentences"]},{"label":"Dates","patterns":["3 dates","dates"]},{"label":"Impact","patterns":["impact","one fact"]},{"label":"HR line","patterns":["hr to review"]},{"label":"No judgments","patterns":["no judg","facts only"]}],"hint":"Give each sentence a job, the final line, and what to leave out.","rubricLabels":["Sentence 1 states the situation and behavior with the three late dates Oct 7, Oct 21 and Nov 4 on client calls","Sentence 2 states one impact fact such as the Pine Ridge buyer rescheduling to Oct 28 or Harbor Foods writing \"we waited\"","The final line is exactly \"HR to review before any discussion\" and the note has no judgments (such as disorganized), no personal circumstances and no recommended action"]}