Write a full brief, ground it in the real document, verify before anything leaves the team. The floor everyone should stand on.
You write donor reports, briefing notes, concept notes and minutes. You are not sure what may go into a tool, and you have seen a plausible figure that appeared in no source.
You draft, summarise and translate for a small team with no IT department and no AI policy, and the free tier is what you have. You need a method that is safe on that.
You read for a thesis or a first job, you have seen a fabricated reference, and you want a method the university's disclosure rules and a first employer will accept.
Free knowledge, written for a non-technical reader. If you can explain each of these to a colleague in a sentence, you have the background this level needs.
Not useless, just not yet. Each of these appears at the level where it earns its place, or in a different course.
Print it, pin it next to the screen, and hand it to the colleague who asks how you do it.
| Item | Rule |
|---|---|
| Before you start | Is this tool on the approved list? Is any beneficiary, personal or confidential data in what I am about to paste? If yes to the second, stop. |
| The brief | Role · Audience · Purpose · Constraints · Format · Sources · What good looks like. |
| Give the source | Upload or paste the document itself. Never describe it. |
| New task, new chat | Long chats degrade. Start fresh for each task. |
| Model choice | Fast tier for drafts and reformatting. Strong tier for analysis and anything you will defend. |
| Web or own knowledge | Dated, factual, recent: web search on. Style, structure, rewriting: the model's own. |
| Iterate | "Give me three options." "Critique this draft, do not rewrite it." "Second pass: change only X." |
| Check 1: figures | Every number traced to a source you can point at. If you cannot find it, it is not a number. |
| Check 2: facts | Names, dates, eligibility rules checked against the original, not the summary. |
| Check 3: language | Read once for tone and for deficit-based wording about the people you serve. |
| Check 4: defensibility | Would you say this sentence out loud in the meeting? If not, it is not sent. |
| Log | One line: tool, task, date, disclosure needed yes/no. |
Square brackets are yours to fill. Every example keeps personal data out and keeps the decision with the person.
You are drafting the Results section of a progress report for [funder]. Audience: their programme officer. Purpose: show progress against the three indicators in the attached logframe. Constraints: 600 words, their headings, no figure that is not in the attached results table. Sources: last year's accepted report (attached) for tone and structure. Good looks like: every figure traceable to a row in the table, plain language, no adjectives about impact.Why it works: Role, audience, purpose, constraints, format, sources and a definition of good, with the sources attached rather than described.
Attached: a 40-page regulation and our two-page position paper. Write a two-page policy brief for a parliamentary adviser who has ten minutes: the issue, what the regulation changes, three implications for [sector], one recommendation. Quote the article number for every claim about the regulation. Flag anything in our position paper that the regulation does not support.Why it works: Grounded in both documents, asks for article numbers you can check, and asks the tool to find the gaps rather than paper over them.
Attached: one journal article (PDF). Fill this table: research question; method; sample and country; main finding; stated limitation; one quote with page number that supports the main finding. Do not add anything that is not in the PDF. If a cell cannot be filled from the text, write "not stated".Why it works: A fixed format, page-anchored quotes, and an explicit "not stated" that removes the incentive to invent.
Here are my raw notes from today's partner meeting (names replaced by roles). Draft a follow-up email from me to the partner lead: decisions taken, actions with owner and date, open questions. Formal but warm, under 200 words. Then list anything in my notes that is ambiguous, so I can fix it before sending.Why it works: Personal names are out before the paste, and the tool is asked to surface what it could not resolve instead of guessing.
Act as a sceptical reviewer for [funder]. Read the attached draft and list the ten questions you would ask, hardest first, each with the paragraph it refers to. Do not rewrite anything.Why it works: Iteration by critique: the output is a list of questions for you to verify, not text to trust.
Attached: the French original and our English translation of a public notice. Compare them paragraph by paragraph. List every place the meaning differs, every number or date that does not match, and any term that departs from the attached glossary. Do not produce a new translation.Why it works: Source-grounded, constrained to a comparison, and it leaves the translation decisions with you.
Rewrite the attached procedure for staff who are not specialists: reading age 14, active voice, numbered steps, one idea per sentence. Keep every rule, figure and threshold exactly as in the original, and list the ones you were unsure how to simplify.Why it works: Clear constraints, an instruction to preserve the facts, and a request to flag uncertainty rather than hide it.
Online or in person, in groups of up to nine, on your own tasks and documents. Every day ends with something that did not exist that morning.
What a model is, the context window, model tiers, web search versus own knowledge, the four competencies, and your organisation's data rules read together. Each participant brings three real tasks and we sort them: hand over, keep, never.
Writing full briefs on your own tasks, grounding them in the real documents, iterating in short rounds. Two of your three tasks are completed live, on your approved tool.
Verification practice on yesterday's outputs, including a planted error to find; the defensibility test; disclosure and the one-line log. The third task is completed and your playbook page is written.
Thirty minutes is enough to place you on the ladder and say honestly whether this is the level to book. Or read level 4: Set up next.