TutorialsSelf-Practice Templates and Pitfalls
Take away 5 timeline-based self-practice templates, learn to pick tools by task, and remember three red lines you must never cross.
You practiced 3 scenarios in class. The remaining 5 templates are here, arranged by project timeline — fill in the brackets and run them. Finally, remember three red lines you must never cross.
5 Self-Practice Templates (By Timeline)
From initiation to wrap-up, one template per stage. All templates follow the 5-piece prompt formula: Role + Task + Background + Format + Constraint.
Template 1: Project Charter (At Initiation)
We are planning to launch [project name].
Background: [Why we're doing this — one or two sentences on the current situation and problem]
Goal: [What effect we want to achieve]
Constraints: Time [deadline], Budget [amount], Headcount [number].
Please help me draft a project charter, including:
Project background and goals (make goals quantifiable),
main work content, milestone nodes, required resources, key risks.
Keep it within [word/page count], for [internal discussion/external reporting].Template 2: Task Breakdown Follow-Up (Pairs with Prompt A)
After getting the task list, you can follow up with scheduling and contingency questions:
Template 4: Stakeholder Analysis (Before Kickoff)
I am推进 [initiative],
involving these stakeholders: [list departments/roles/people].
Please help me do a stakeholder analysis, output as a table:
Stakeholder, Relationship to Project, Influence (High/Medium/Low),
Likely Attitude (Supportive/Neutral/Resistant),
Recommended Communication Strategy and Frequency.
Finally, tell me: which three people I must prioritize winning over, and why.Template 6: Weekly Project Report (During Execution)
Below are this week's scattered progress notes. Please organize them
into a project weekly report with three parts:
1. Completed this week: merge similar items, one sentence each, quantify where possible;
2. Next week's plan: sorted by priority, with estimated completion dates;
3. Risks and requests: separately flag items needing escalation.
Formal, concise tone, within [xx] words total.
[Paste this week's progress]Template 7: Retrospective Report (After Completion)
Our [project/event] has ended. The situation:
Original plan: [goals, timeline, budget]
Actual results: [data, completion status]
What happened during: [brief description of key events]
Please help me output a retrospective report with four parts:
1. What went well: which actions to keep and why they worked;
2. What went wrong: where problems occurred and root causes (look at processes, not individuals);
3. Unexpected findings: what unplanned situations arose and how to anticipate them next time;
4. Action list: [x] things to do for the next similar project, with responsible roles.Template 8: Briefing PPT Outline (Before Reporting)
Please turn this [weekly report/summary/charter] into a leadership briefing
PPT outline, [xx] pages total:
First page: conclusion first (one sentence on current status and next step),
middle pages: one key point per page, titles as complete declarative sentences,
last page: needed support and decisions.
[Paste document content]Tools: Pick by Task, Not by Hype
The principle holds: tools can be swapped, but the prompt formula and templates remain universal.
| What You Need to Do | Tool Type | Examples |
|---|---|---|
| Break down tasks, write materials, Q&A | General-purpose chat AI | Kimi, Doubao, DeepSeek |
| Read long documents, read PDFs | AI with strong long-text capability | Kimi long document Q&A |
| Audio to text, organize minutes | Speech transcription tools | 通义听悟, Feishu Minutes |
| Repeated weekly fixed workflows | AI assistant with template storage | WorkBuddy, Coze workflows |
Three Red Lines — Never Cross
AI Fabricates Confidently
Numbers, dates, names — you must verify them yourself. AI is just as assertive when it's wrong.
No Confidential or Sensitive Info
Desensitize before input, or don't input at all — what you feed out can't be taken back.
Output Is Not Final
Your name is on it, you're responsible — do one final pass yourself before sending it out.
Back to the core principle: AI produces the draft, you make the call — the red lines are the concrete actions of "making the call." Verifying numbers, desensitizing information, and doing a final pass — none of these can be skipped.
Hands-On: Three Core Scenarios
Use "organizing a 100-person training event" as the main thread to run through three prompts — WBS task breakdown, risk register, and meeting minutes — with a full meeting transcript included for reproduction.
Assignment: Break Down Tasks and Organize Minutes with AI
Pick a real initiative you're leading, use AI to break it into a task list; at your next meeting, use AI to produce minutes and action items, and compare the efficiency gain.