{"id":"proc-supplier-onboarding-checklist-by-spend","audience":"procurement","category":"operations-work","track":"operations","technique":"grounding","level":"intermediate","title":"List only the onboarding steps the policy requires at this spend level","free":false,"task":"A new supplier is expected to bring $7,500 a year. Write a prompt for a checklist of exactly the onboarding steps the policy requires at that spend, each line starting \"- [ ]\" and ending with the owner in parentheses. Leave out steps that only apply at higher spend. Plain text, under 70 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"SUPPLIER ONBOARDING POLICY (excerpt)\n\nAll suppliers, any spend:\n- Collect a signed W-9 (owner: Procurement)\n- Verify bank details by calling a phone number we already have on file, never one from the supplier's email (owner: Finance)\n- Conflict-of-interest declaration signed by the requester (owner: Requester)\n\nEstimated annual spend of $5,000 or more:\n- Certificate of insurance on file (owner: Procurement)\n\nEstimated annual spend of $10,000 or more:\n- Security questionnaire completed (owner: IT)\n\nEstimated annual spend of $25,000 or more:\n- Contract reviewed by Legal (owner: Legal)\n\nNew supplier: Greenfield Pallet Co. Requester: Hector Salas. Estimated spend: $7,500 per year. Greenfield sent a pre-filled bank form by email and asked us to call the number printed on it.","rules":[{"type":"plainText"},{"type":"maxBullets","max":5},{"type":"maxWords","max":70}],"promptHints":[{"label":"Gives the spend level","patterns":["7,500","\\$7"]},{"label":"Gives the line format","patterns":["- \\[ \\]","owner"]},{"label":"Excludes higher-spend steps","patterns":["higher","only","leave out","not required"]},{"label":"Says how to verify the bank","patterns":["on file","already have","bank"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]}],"mistakes":[{"title":"Adding higher-spend steps","why":"The AI includes the security questionnaire and Legal review to be safe.","fix":"Say: \"Include only steps required at $7,500; leave out higher-spend steps.\"","checks":["r2"]},{"title":"Missing the owner","why":"The AI lists steps without who does them.","fix":"Say: \"End each line with the owner in parentheses.\"","checks":["r0","maxBullets"]},{"title":"Missing a required step","why":"The AI forgets the insurance certificate or the conflict declaration.","fix":"Say: \"Include every step required at this spend level.\"","checks":["r1"]},{"title":"Getting markdown back","why":"AI adds bold, headings and bullets by default, which show up as stray symbols where this is pasted.","fix":"Say \"plain text, no bold, no headings, no asterisks\".","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and usually runs long, so a vague \"keep it short\" lands over the limit.","fix":"Cap each part instead of the total, for example \"each line under 15 words\".","checks":["maxWords"]}],"hint":"Give the spend, the line format, and say to exclude higher-spend steps.","mission":"List the onboarding steps required for a $7,500-a-year supplier.","musts":["Required at this spend only","Owner in parentheses","Skip higher-spend steps"],"rubricLabels":["Every line starts with \"- [ ]\" and ends with an owner in parentheses","The list includes the W-9, the bank verification by calling a number already on file, the conflict-of-interest declaration and the certificate of insurance","The list does not include the security questionnaire or the Legal contract review, and does not tell us to call the number printed on the supplier's form"]}