Main Point
Give the assistant a brief that makes the result checkable. Inspect the draft against its source, change the instruction related to an observed defect, and recheck the complete result.
Key Points
- Define the task, audience, relevant source, constraints and output form.
- Identify a specific failed criterion before revising an instruction.
- Preserve the original source and earlier outputs so the change can be explained.
- Use a structural example when it helps the task; verify the facts independently.
- Judge the finished work and complete effort, including extra checking and correction.
1. Build A Brief From The Work
“Write something about sales” leaves several possible jobs open: calculating a total, recommending an action or summarizing agreed work. The assistant can produce fluent prose while missing the manager's purpose. A clear brief narrows the job and establishes how you will judge it.
A prompt is the instruction and context supplied to an assistant. Context is the information relevant to this task. A revision is a specific change made after inspecting a result.
| Brief Field | What To Decide | Harbor Example |
|---|---|---|
| Task and purpose | What work should the result accomplish? | Summarize the agreed actions for a weekly manager briefing. |
| Audience | Who will use the result? | The fictional manager. |
| Source and context | Which material should supply the facts? | Numbered Harbor notes, NOTE01–04. |
| Constraints | Which facts and limits must survive? | Preserve owners/dates, show the unagreed deadline, add no promotion decision. |
| Output form | How should the result be delivered? | An unsent briefing of at most 150 words. |
| Acceptance criteria | What makes the result usable? | Correct source relationships, usable length and plain language. |
Acceptance criteria are conditions the finished result must meet. Include the details needed to complete and check this task. A short edit may need only a short instruction.
Confirm The Available Context And Authority
In a separate chat, you may need to supply the source. Inside an application, selected text or connected files may already provide context. Check what the actual account and tool can use; do not assume access to every file or another conversation.
For this exercise:
- Use the supplied fictional notes and keep communications unsent.
- If testing a tool, confirm the permitted data and actual account settings first.
- Keep passwords and access keys out. Real business information needs an authorized workflow.
- Treat permission to read separately from authority to send or change a record.
A document editor and the prepared examples provide an offline route. No purchase is required.
2. Preserve The Source Relationships
Harbor Desk Supplies is a fictional April 2026 case. These dates are exercise facts, not current real deadlines.
| Source | Stated Fact | Relationship To Preserve |
|---|---|---|
| NOTE01 | Operations team will confirm the O108 return count. No deadline was agreed. | Operations owns the return check; its deadline remains unagreed. |
| NOTE02 | Sales lead will prepare a product-mix note by April 10. | Sales lead owns that separate action and date. |
| NOTE03 | No new promotion decision was made. | Do not introduce a promotion commitment. |
| NOTE04 | Communications role owns the weekly briefing, due April 13. All messages remain unsent. | April 13 belongs to the briefing artifact. |
The briefing's April 13 deadline does not become the Operations deadline. Summarization must preserve which owner and date belong to which action.
Keep these notes beside the output. If an essential fact is absent, preserve the unknown or ask the responsible person. Inventing a number or deadline makes the brief harder to trust.
3. Write A Clear Starting Instruction
The following is a copyable instruction for the fictional task:
> Draft an unsent weekly briefing for the fictional manager, using only the supplied Harbor notes. Keep the briefing within 150 words. Preserve both actions, their owners and dates. State that the Operations deadline was not agreed. Do not invent a promotion decision. Use plain, concise language.
The manager's brief must:
- Preserve both agreed actions and their owners.
- Keep April 10 with the sales lead's action.
- State that Operations' deadline was not agreed.
- Add no promotion decision.
- Remain an unsent draft of at most 150 words.
Use these same criteria when comparing revisions. They make a specific defect visible even when most of a draft is useful.
4. Diagnose The First Draft
The A/B drafts in this lesson are authored teaching examples. They demonstrate the method; no product run, performance gain or time saving was measured.
Prepared Draft A
> Operations will confirm the O108 return count; no deadline was agreed. A product-mix note will be prepared by April 10. No new promotion decision was made. The communications role owns the weekly briefing, due April 13. This remains an unsent draft.
Draft A is readable and retains several useful facts. Its 41 words fit the length limit. However, it omits the owner of the product-mix note.
| Source Evidence | Draft A | Failed Criterion |
|---|---|---|
| NOTE02 names the sales lead. | “A product-mix note will be prepared…” | The action's owner must remain visible. |
Record the failed criterion and its source line. “Make it more professional” addresses style without clearly addressing this missing owner.
For a one-off task, you could repair the sentence directly. If you want to improve a reusable instruction, test a change related to the defect.
5. Revise One Instruction And Recheck
Change the output structure while retaining the source and briefing requirements:
> Before the manager briefing, add a short source-check table with columns Action, Owner and Deadline. Use one row for each action from NOTE01 and NOTE02. Keep the original briefing requirements; the 150-word limit applies to the briefing, not this check table.
This gives the reviewer a place to inspect the relationship that was lost. The table is an extra review artifact; include its preparation and checking in the effort record.
Prepared Draft B: Check Table
| Action | Owner | Deadline |
|---|---|---|
| Confirm O108 return count | Operations team | Not agreed |
| Prepare product-mix note | Sales lead | April 10, 2026 |
Prepared Draft B: Manager Briefing
> Operations will confirm the O108 return count; no deadline was agreed. The sales lead will prepare a product-mix note by April 10. No new promotion decision was made. The communications role owns the weekly briefing, due April 13. This remains an unsent draft.
The revised 43-word briefing restores the sales lead. Compare each table row and sentence with the original notes. A table can also contain a wrong owner or borrowed date.
| Criterion | Draft A | Draft B | Verification |
|---|---|---|---|
| Both action owners retained | Sales owner missing | Both named | Compare with NOTE01 and NOTE02. |
| Operations deadline unagreed | Retained | Retained | Compare with NOTE01. |
| Sales date April 10 | Retained | Retained | Compare with NOTE02. |
| No new promotion decision | Retained | Retained | Compare with NOTE03. |
| Briefing under 150 words; unsent | Yes | Yes | Count the briefing and inspect its state. |
The authored pair resolves the identified omission.
6. Use Examples And Further Revisions Purposefully
A small structural example can clarify the desired form:
| Action | Owner | Deadline |
|---|---|---|
| [Action from source] | [Named owner] | [Agreed date or unknown] |
Label placeholders as an example of structure. The numbered notes supply the facts. This keeps an invented example date from becoming supposed case evidence.
After a revision:
- Inspect the changed field or sentence.
- Recheck the complete result for new omissions or factual changes.
- If another defect appears, correct it directly or make another targeted instruction change.
- If the source is unclear, obtain clarification from the responsible person.
- Stop when the result meets the criteria and further review effort is not useful.
Preserve earlier versions. A direct human edit remains a legitimate choice, especially for a short one-off correction.
7. Connect The Method To Current Workplace Evidence
Documented Workplace Use
The UK tax authority's HMRC evaluation, published 9 July 2026, describes a Microsoft Copilot trial conducted September–December 2024. Document drafting was among widely used functions. The report identified practical, tailored training and time to learn effective use as needs.
Much of the evidence came from staff surveys, with usage data, focus groups and a task exercise providing additional methods. This is evidence about that workplace evaluation. It did not test the Harbor prompt or the effect of adding our check table. No numerical saving from the report is applied to this exercise.
Current Vendor Guidance
Microsoft's prompting guide, updated September 2026 and checked 24 October 2026, describes goal, context, source and expectations, followed by further conversation when needed.
For Harbor, these become the task and manager, permitted notes, source-owned relationships and expected briefing form. Available context still depends on the actual tool and account.
You may ask an assistant to flag possible omissions. Verify the suggestions against the notes yourself. Microsoft's output-evaluation guidance, also checked 24 October 2026, treats that feedback as an additional perspective. No visible update date was inferred for that page.
8. Keep A Test And Effort Record
MAT05 links the versions and the evidence used to judge them.
| Record | Why It Matters |
|---|---|
| Exact instruction and source version | Identifies the task and evidence the tool received. |
| Tool/account and date | Records the actual setup. |
| First output and failed criterion | Shows the observed defect instead of a general impression. |
| Targeted revision and new output | Makes the change inspectable. |
| All-criteria recheck | Detects a factual regression elsewhere. |
| Preparation, check-table, generation, checking and correction effort | Includes work beyond producing prose. |
| Measured, estimated or unknown time/cost | Prevents an unsupported savings claim. |
| Decision and unresolved issues | Explains whether to reuse, revise or directly edit. |
Keep the criteria and relevant context consistent where possible; record changes. Outputs can vary between runs. Test the instruction on several relevant tasks before deciding whether to reuse it.
9. Practice
Use MAT04 source notes, MAT05 prompt/revision log and MAT06 verified communication facts.
- Write your own brief from the vague request before consulting the key.
- Inspect Draft A. Record the omitted owner, failed criterion and source line.
- Write one targeted instruction change.
- Compare Draft B against every criterion, including unchanged dates and limits.
- If a suitable permitted tool is available, test the same fiction and save its actual output separately.
- Complete the evidence/effort record and explain your choice. Keep messages unsent.
This is guided practice. The facilitator key supplies the worked answer; it is not an independent capstone score. Use the owner-omission A/B pair in MAT05.
10. Learning Checks
PRACTICAL-AI-WORK-L02-Q01
A colleague asks an assistant to write something about sales, but wants the fictional manager briefing from our notes. What information should the brief add before you can judge the result?
Show Explanation
Add the task and audience, identify the supplied source, state the important facts and limits, and specify the expected form. For this case, that includes the brief length, both actions with owners and dates, the unagreed Operations deadline and no invented promotion decision. Do not supply invented sales numbers to make the request seem complete. Check the result against those criteria.
PRACTICAL-AI-WORK-L02-Q02
In a different fictional task, the source says the office closes on Friday. A revision makes the announcement friendlier, but the new draft says Thursday. Has the revision produced an acceptable improvement, and what comparison would show that it helped?
Show Explanation
The new draft fails the source-fact criterion, even if its tone improved. Correct the day to Friday, then compare both versions against the same facts, audience, clarity and form requirements. Recheck the complete result. Record the defect, revision, verified correction and effort. The final announcement must preserve the source facts as well as suit its audience.