{"id":"mgr-x-quarterly-review-prep","audience":"managers","category":"meetings","track":"productivity","technique":"format","title":"Prep wins, misses and asks for a quarterly review","free":false,"task":"You meet your director for a quarterly review tomorrow. Write exactly 3 lines labeled Wins:, Misses: and Asks:, each with numbers from your notes, plain text, under 75 words. Use the corrected figure, describe misses without blaming anyone, and include only the ask you've decided to make.","materialLabel":"Your notes (attached to your prompt automatically)","material":"Q3 review prep - Customer Support (Dana, manager) with Mara (director), Thu\n\nWins:\n- First reply time: 6.2 hours -> 3.9 hours (target was under 4).\n- CSAT: 84% -> 89%.\n  CORRECTION (analyst, Oct 2): CSAT is 88%; a survey batch was double-counted.\n\nMisses:\n- Help center deflection: 24% vs 30% target. Two article rewrites slipped because Lin was out sick for 3 weeks and Tom underestimated the work.\n- Weekend backlog: averaged 140 tickets on Monday mornings vs target of 80.\n\nPossible asks (decided: only the first):\n- One more weekend agent (part-time, about $28k/year). DECIDED.\n- A new help desk tool. (Not now, maybe next year.)\n\nMara's style: numbers, no excuses, one clear ask.","rules":[{"type":"maxWords","max":75},{"type":"plainText"}],"mistakes":[{"title":"Asking for 'review prep'","why":"The AI writes a long doc with sections, talking points and context.","fix":"Show the shape: \"3 lines labeled Wins:, Misses:, Asks:. Plain text.\"","checks":["r0","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 line instead: \"each line under 22 words.\"","checks":["maxWords"]},{"title":"Using the uncorrected CSAT","why":"89% appears first, with the correction below it.","fix":"Add: \"CSAT is 88% (corrected).\"","checks":["r1"]},{"title":"Blaming and extra asks","why":"The AI explains misses by naming people and adds the tool request.","fix":"Add: \"No names or excuses in Misses. One ask: a part-time weekend agent.\"","checks":["r2"]}],"promptHints":[{"label":"Shows the labels","patterns":["wins:","misses:","asks?:"]},{"label":"Uses the correction","patterns":["88","correct"]},{"label":"No blame","patterns":["blame","no (names|excuses)","lin","tom"]},{"label":"One ask only","patterns":["one ask","only (one|the) ","weekend agent"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)"]}],"hint":"Directors want numbers, no excuses and one clear ask. Give the AI the three labels, the corrected figure, and tell it what stays out.","rubricLabels":["Has exactly 3 lines labeled Wins:, Misses: and Asks:, in that order","Wins gives first reply time 6.2 to 3.9 hours and CSAT 84% to 88% (not 89%); Misses gives deflection 24% vs 30% and the Monday weekend backlog of 140 vs 80","Misses name no one and give no blame or excuses (no Lin, Tom, sick leave or underestimating), and Asks is only one part-time weekend agent (about $28k/year), with no help desk tool"]}