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Write a CSM handoff memo that separates facts from promises

  • For Managers and team leads
  • You practice Asking for a format you can use
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Write a handoff memo for the incoming CSM, Tomas. Use exactly four headings in order: Relationship, Risks, Promises made, First 30 days. Promises made lists only promises that are committed in writing and says which are not. Plain text, under 180 words.

Common mistakes when you ask AI for this

  • Treating a verbal promise as firm. The AI lists SSO by year end as a commitment. Try: Say: "Separate written commitments from verbal maybes."
  • Burying the risk. The AI writes a friendly overview and softens the usage drop. Try: Ask: "Risks: include the 41 to 33 drop and the competitor."
  • Free-form layout. The AI invents its own sections. Try: Name the four headings in order.
  • Getting markdown back. AI adds bold and headings by default, which show up as stray symbols where this is pasted. Try: Say "plain text, no bold, no headings, no asterisks".
  • Trusting the AI to count words. AI is bad at counting and usually runs long, so a vague "keep it short" lands well over the limit. Try: Cap each part instead of the total, for example "each line under 15 words".

What a strong prompt includes

  • Asks for plain text
  • Sets a length limit
  • Names the headings
  • Separates commitments

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