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Delegate the same way: the Context · Example · Criterion template

Any professional using ChatGPT or similar at work.

Editable template 5 min to use From video 23 · IA para tu rol Updated 2026-10-19
Vic Sol · Decision DeskEditable template · 5 min to use

Delegate the same way: the Context · Example · Criterion template

For any professional who uses ChatGPT or similar at work and ends up rewriting what it gives back.

When to use it

  • You ask for an email in one line and get back text that sounds like nobody.
  • You repeat the same explanation every time you open the chat.
  • You want someone on your team to ask better without sending them to a course.

The sheet

You ask AI the way you would ask someone new on the team. You do not hand over the task with nothing else: you give context, an example and what a good result looks like.

PieceWhat to writeGuiding questionIllustrative example
1 · ContextWho you are, who it is for and what you want to happen when they read it.What would a new hire know after a week with you?"I am head of operations. This is for my director. I want him to approve moving the delivery date."
2 · ExampleA text of yours that worked, with no names or client data.What would you show them to say "like this, but for this"?"Here is the email that got the supplier change approved in March."
3 · CriterionHow long, in what tone and what it must never say.How would you know it is right without rewriting it?"Maximum 120 words. Direct, no apologies. Do not mention the budget."

Before: "Write me an email to my boss asking for more time."

After: "I am head of operations writing to my director. I want her to approve moving the project delivery by one week. Here is an email of mine that worked for a similar change [paste, no names]. Maximum 120 words, direct, no apologies, and do not mention the budget."

Save pieces 1 and 3 as a standing instruction in the tool. That way you do not repeat them and only change the task.

How to fill it in 5 minutes

  1. Write the context in two sentences: who you are and what you want to happen when the reader finishes.
  2. Find an example of yours. If you have none, describe it: "like the email I send when a supplier is late".
  3. Write the criterion with a number (length), one word (tone) and one prohibition (what it must never say).
  4. Ask. If you rewrite more than two sentences, a piece is missing; it is almost always the criterion.
  5. The most common mistake: all the effort goes into the request sentence and none into the example. A text of yours that worked is worth more than ten adjectives.

The line that is almost always missing

The criterion. Most people give some context and sometimes an example, but nobody says what a good result is: how long, what tone, what it must never say. Without that, AI delivers something generic and you rewrite it. Same mistake we make with someone new on the team. If you know how to delegate to a person, you already know how to ask AI. If you do not, practising with AI helps you learn to delegate.


Vic Sol · Decision Desk · vicsol.org/resources/ · Free to use with attribution. This sheet structures a conversation; it is not legal, financial or audit advice.

  1. Open the .docx in Word (or the .xlsx in Excel) or print it before the meeting.
  2. Fill the fields with the team; leave the blanks visible, they are the discussion.
  3. Close with one owner, one date and one next action. Nothing else.

Prompt

Generate this sheet for your case

Paste this prompt into ChatGPT, Claude or Gemini together with your proposal, process or policy. It reproduces the sheet with your data and flags what is missing.

Download the prompt (.md)
I am going to ask you for a task the way I would ask someone new on my team: with context, an example and the criterion for a good result. Read all of it before writing.

Context:
- Who I am and what I do: [e.g. head of operations at a 200-person logistics company]
- Who this is for: [ ]
- What I want to happen when they read it: [e.g. that they approve moving the delivery date]
- What that person already knows and does not need explaining: [ ]

Example:
- A text of mine that worked for something similar, with no names or client data: [paste]
- What I want to keep from that example: [tone, structure, length, how it closes]

Criterion for a good result:
- Length: [maximum N words or N paragraphs]
- Tone: [one word: direct, warm, formal]
- What it must never say: [ ]
- How I will know it is right: [e.g. I can send it without changing more than one sentence]

The task: [ ]

Rules:
- Before writing, tell me in one line how you understood the request. If anything is unclear, ask me at most 3 questions.
- Do not invent data, figures or names; where something is missing, write [DATA PENDING].
- If the example and the criterion contradict each other, flag it and follow the criterion.
- Deliver only the result, with no introduction or explanation.
- Answer in plain business English.

What to check in the answer:

  • Does it sound like you or like nobody? If it sounds like nobody, the example you pasted was not representative or the tone criterion was missing.
  • Did it respect the length and the prohibition? If not, repeat only the criterion line; do not rewrite the text yourself.
  • How much did you change before sending? More than two sentences means a piece is missing. Note which one and add it to your standing instruction.

If this becomes a big decision

If the decision is hard to reverse and carries your name, the free Decision Clarity tools help you structure it. They do not replace a formal review.

Open the free tools