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Build a rep offboarding checklist with dates from the last day

  • For Managers and team leads
  • You practice Giving the right context
  • Time about 5 minutes
  • Level Beginner

About this exercise

Write an offboarding checklist for a rep whose last day is Fri Nov 20 2026. Use exactly 5 lines starting with "- [ ]", each in the form "Day Mon DD: task (owner)" with the calculated date, ordered by date. Use only the rules in the notes and calendar days. Plain text, each line under 16 words. After the five lines add one line exactly: "Confirm exceptions with HR."

Common mistakes when you ask AI for this

  • Using the old 5-day rule. The AI sets transfers for Nov 27. Try: Add: "Accounts transfer within 2 business days (Nov 24)."
  • Wrong date math. The AI counts L plus 30 as Dec 19 or 21. Try: Add: "30 calendar days after Nov 20 is Dec 20."
  • Wrong order. The AI lists in rule order. Try: Add: "Order by date."
  • Long checklist. The AI adds extra steps. Try: Add: "Exactly 5 lines under 16 words."

What a strong prompt includes

  • Uses the checkbox format
  • Gives the line form
  • Uses the helper dates
  • Orders by date
  • Uses the current rule

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