From IT to Influence

From IT to Influence · AI Cheat Sheet

Prompt to Ship · AI for Your Team · v1

▸ Operations Rubric — Research / Triage

DimensionWhat "Good" Looks LikeFailure Signal
Triage speedClassified + owner in <15 minStill reading source material after 20 min
Citation qualityEvery claim → dated, linked source"According to the internet…" no URL
Tone fitExec-readable in 20 sec; warmth w/o fluffReads like a stack dump or a press release
Scope disciplineAnswer only what was askedFive pages when the ask was a paragraph
SanitizationZero PII, zero unreleased dataAnything you wouldn't post publicly

▸ Development Rubric — Specs / Backlog

DimensionWhat "Good" Looks LikeFailure Signal
Spec fidelityAC maps 1:1 to requirementAC restates the title in different words
Test coverage≥1 happy path + 1 edge case per AC"Test: it works"
ReproducibilityPeer runs same prompt → comparable specOutput depends on vibes
Technical accuracyAPIs / endpoints / fields actually existInvented endpoint that sounds plausible
Deploy-readinessLands in tracker without a rewritePM has to re-spec before groom

▸ Three Failure Modes — Debug the Prompt

  1. Missing contextOutput is generic — says nothing specific to your system or project. Fix: attach the source doc, paste the prior spec, link the ticket. The model can't see what you see.
  2. Vague instructionYou got a three-paragraph essay when you wanted five bullets with owners. Fix: rewrite instructions as a checklist. Count the bullets. Name the columns.
  3. Model mismatchWrong tool — fast model for nuanced reasoning, text model for video, general model for deep research. Fix: switch lanes. Perplexity for sourced research, reasoning model for logic, agent for multi-step.

▸ Prompt PRD Template — Write This First

Persona: [role the AI should play]
Context: [attach artifacts, not descriptions — paste, don't describe]
Constraints: [3 hard rules — tone, sources, length, format]
Success metric: [what "done" looks like, measurable]
Non-goals: [what to NOT produce]

Guardrails

  • No PII (names, emails, customer IDs, employee data)
  • No unreleased pricing, roadmap, or vendor terms
  • No data outside your role's authorized scope
  • Sanitize exports before pasting into any AI tool
  • Use only tools approved by your IT / security policy

▸ The Five-Stage Prompt Pipeline

01 · Export
Saved filter → CSV · strip PII
02 · Classify
Normalize + bucket by severity + owner
03 · Render
Generate HTML card (navy/gold, ≤160 words)
04 · Ship
Paste into exec email or dashboard tile
05 · Checkpoint
Save CSV + HTML · rerun next cycle

▸ Seven Unblocking Moves — When You're Stuck

01
Prompt the prompterAsk AI what prompt it needs from you.
02
Switch lanesDownload artifacts; hand to a different tool or thread.
03
Many formatsOne session → HTML + slides + explainer doc.
04
Constraint as fuelOut of credits = forcing function, not failure.
05
Checkpoint itSave CSV/HTML exports like git commits.
06
Build the bridgeNo integration? Export → sanitize → reshape → ship.
07
Council reviewAsk a 2nd AI: "what's wrong, missing, or overconfident?"
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