{"id":"revops-quarter-end-checklist-dated-back","audience":"revops","category":"sales-work","technique":"context","track":"sales","level":"beginner","title":"Build a quarter-end checklist with dates counted back from Dec 31","free":false,"task":"Write a quarter-end checklist of exactly 5 lines starting with \"- [ ]\", each in the form \"Mon Dec 14: task (owner)\" with the weekday and the calculated date. Calculate each date as calendar days before the quarter end of Thu Dec 31 2026, from the notes. Order the lines by date, earliest first. Owners are only the roles named in the notes. Plain text.","materialLabel":"Quarter-end rules (attached to your prompt automatically)","material":"QUARTER-END CALENDAR RULES (calendar days, not business days). Quarter ends Thursday Dec 31 2026.\n\n- 14 days before quarter end: managers submit final territory/account changes (owner: Managers).\n- 10 days before: last day to submit non-standard contract requests to Deal Desk (owner: AEs).\n- 7 days before: RevOps freezes the commission credit report for review (owner: RevOps).\n- 3 days before: last day for AEs to update close dates and amounts for the final forecast (owner: AEs).\n- Quarter end: Finance closes the books at 5 pm ET on Jan 5 2027 (not Dec 31).\n\nCalendar helper: Dec 31 is a Thursday. Dec 28 is Monday, Dec 24 is Thursday, Dec 21 is Monday, Dec 17 is Thursday.\n\nOld rule (2025): non-standard requests were due 5 days before quarter end. Retired.","rules":[{"type":"maxBullets","max":5},{"type":"plainText"}],"mistakes":[{"title":"Counting business days","why":"The AI skips weekends.","fix":"Add: \"Use calendar days.\"","checks":["r1"]},{"title":"Using the old 5-day rule","why":"The AI sets Deal Desk to Dec 26.","fix":"Add: \"Use the current rules; the 2025 rule is retired.\"","checks":["r2"]},{"title":"Missing weekdays or dates","why":"The AI writes 'Dec 17' without the weekday.","fix":"Add: \"Format: Thu Dec 17: task (owner).\"","checks":["r0"]},{"title":"Extra lines","why":"The AI adds more tasks.","fix":"Add: \"Exactly 5 lines starting - [ ].\"","checks":["maxBullets","plainText"]}],"promptHints":[{"label":"Uses the checkbox format","patterns":["- \\[ \\]","checklist"]},{"label":"Shows weekday and date","patterns":["weekday","mon dec","thu dec"]},{"label":"Uses calendar days","patterns":["calendar days","not business"]},{"label":"Orders by date","patterns":["earliest first","order"]},{"label":"Limits owners","patterns":["owner","managers","aes","revops"]}],"hint":"Give the line format, say calendar days and ask for the dates in order.","rubricLabels":["Has exactly 5 lines, each starting with \"- [ ]\" in the form Day Mon DD: task (owner), ordered earliest first","The dates are Thu Dec 17 (managers), Mon Dec 21 (AEs, Deal Desk), Thu Dec 24 (RevOps), Mon Dec 28 (AEs, close dates) and the fifth line is the Finance close on Tue Jan 5 2027 at 5 pm ET","Owners are Managers, AEs, RevOps and Finance only, and the retired 5-day rule is not used"]}