Library › Leadership AI › Managers and team leads

Write a two-sentence SBI note for your own records, reviewed by HR

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

About this exercise

Write a note for your records about a team member's pattern of arriving late to client calls. Plain text, exactly 2 sentences plus a final line. Sentence 1 states the Situation and Behavior with 3 dates. Sentence 2 states the Impact with one fact. Final line exactly: HR to review before any discussion. Include no judgments, no guesses about reasons, and no recommended action.

Common mistakes when you ask AI for this

  • Judgments. The AI writes 'disorganized'. Try: Say: "Facts only, no judgments."
  • Mentioning personal life. The AI includes the divorce. Try: Say: "Leave out personal circumstances."
  • Missing impact. The AI skips the effect on the client. Try: Say: "Sentence 2 states one impact fact."
  • Missing dates. The AI says 'several times'. Try: Say: "Give the three dates."
  • Adding a plan. The AI adds a coaching plan. Try: Say: "No recommended action."
  • Too long. The AI writes a paragraph. Try: Say: "Exactly 2 sentences plus the final line."
  • Markdown. The AI uses bullets. Try: Say: "Plain text."
  • Trusting the AI to count words. AI is bad at counting. Ask for a total word limit and it often lands over it. Try: Cap each sentence: "each under 30 words."
  • Trusting the AI to count words. AI is bad at counting. Ask for a total word limit and it often lands over it. Try: Cap each part instead, for example: "each line under 12 words."

What a strong prompt includes

  • Two sentences
  • Dates
  • Impact
  • HR line
  • No judgments

Practice this now ↑

Related exercises