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Check a quota-adjustment request against policy without deciding
- For Managers and team leads
- You practice Catching mistakes and made-up facts
- Time about 5 minutes
- Level Intermediate
About this exercise
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.
Common mistakes when you ask AI for this
- Deciding the adjustment. The AI says 'approve' or 'deny'. Try: Add: "Do not decide; end with the Route to line."
- Missing the math. The AI says 'territory change seems small'. Try: Add: "Cite 12 of 80 = 15%."
- Speculating about the leave. The AI comments on the personal reason. Try: Add: "Don't comment on the reason for leave."
- Wrong structure. The AI writes a memo. Try: Add: "3 numbered lines then the Route to line, plain text."
What a strong prompt includes
- Shows the line format
- Asks for evidence
- Adds the Route line
- Avoids deciding
- Bans speculation
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