{"id":"revops-quota-adjustment-request-policy-check","audience":"managers","category":"sales-work","technique":"verification","track":"sales","level":"intermediate","title":"Check a quota-adjustment request against policy without deciding","free":false,"task":"Check the manager's quota-adjustment request against each policy criterion. Write 3 numbered lines in the form \"1. Criterion - Meets / Does not meet / Unknown - evidence under 12 words\", then a final line exactly: \"Route to: Sales Leadership and HR/Finance for the decision.\" You do not decide the adjustment or comment on the reason for leave. Plain text.","materialLabel":"Policy and request (attached to your prompt automatically)","material":"QUOTA ADJUSTMENT POLICY (2026). An adjustment may be considered if at least one of these applies:\n1. Approved leave of 30 consecutive days or more during the quarter (documented by HR).\n2. A territory change that moved 20% or more of the rep's accounts after the quota was set.\n3. A written, approved change of role mid-quarter.\nRequests must be filed within 14 days of the change. Final decisions: Sales Leadership with HR/Finance.\n\nREQUEST (filed Nov 5 by manager Rafael Ibarra for AE Tessa Quill):\n- Tessa was out Sept 8 to Oct 3 (26 days) \"for personal reasons\"; HR documentation not attached.\n- Territory change on Aug 15 moved 12 of her 80 accounts to another rep.\n- No role change.\n- The request is filed Nov 5 (the territory change was Aug 15).\n\nNote: do not speculate about Tessa's reason for leave.","rules":[{"type":"numberedItems","count":3},{"type":"plainText"}],"mistakes":[{"title":"Deciding the adjustment","why":"The AI says 'approve' or 'deny'.","fix":"Add: \"Do not decide; end with the Route to line.\"","checks":["r2"]},{"title":"Missing the math","why":"The AI says 'territory change seems small'.","fix":"Add: \"Cite 12 of 80 = 15%.\"","checks":["r1"]},{"title":"Speculating about the leave","why":"The AI comments on the personal reason.","fix":"Add: \"Don't comment on the reason for leave.\"","checks":["r2"]},{"title":"Wrong structure","why":"The AI writes a memo.","fix":"Add: \"3 numbered lines then the Route to line, plain text.\"","checks":["r0","numberedItems","plainText"]}],"promptHints":[{"label":"Shows the line format","patterns":["criterion -","meets / does not meet","unknown"]},{"label":"Asks for evidence","patterns":["evidence","under 12"]},{"label":"Adds the Route line","patterns":["route to","sales leadership","hr/finance"]},{"label":"Avoids deciding","patterns":["do not decide","don.t decide","no decision"]},{"label":"Bans speculation","patterns":["speculat","reason for leave","don.t comment"]}],"hint":"Show the line format and end line, and tell the AI not to decide or speculate.","rubricLabels":["Has exactly 3 numbered criterion lines using only the labels Meets, Does not meet or Unknown, followed by the final Route to line","Criterion 1 (leave) is Does not meet because 26 days is under 30 and 2 (territory) is Does not meet because 12 of 80 is 15 percent, under 20 percent","Criterion 3 (role change) is Does not meet, the final line is exactly \"Route to: Sales Leadership and HR/Finance for the decision.\", and no line decides the adjustment or speculates on the reason for leave"]}