Inga’s workshop prompts

Inga wanted to incorporate prompts into her nib workshops to help leaders to:

• evaluate their problem statement

• create a new or validate their opportunity statement

• generate lead and lag measures

• validate a behaviour

• generate ideas for pivoting, amplifying and sequencing.

These topics were chosen because leaders generally struggle with them. I wrote the prompts for Inga but suggested she test and tweak them to get the desired results.

After using them in the workshop, Inga reported that the prompts were particularly useful in refining opportunity statements and validating/creating lead and lag measures. Participants were impressed with the results

Leigh’s Engage reports

Leigh used AI to help write engage reports. He recorded engage interviews at NGM, which Marty transcribed and de-identified to remove client and personally identifiable information. Leigh, Marty and I then collaborated in Teams to see how ChatGPT could extract insights from the transcripts.

Leigh uploaded all the transcripts (3 or 4) into ChatGPT and provided instructions on what we needed, including the context for the task. Then Leigh asked ChatGPT, "Based on the uploaded transcripts, what were the common answers to question X?" He then asked several other questions about the insights, many of which mirrored questions from the interviews themselves.

The data ChatGPT produced was quite useful, and Leigh immediately saw connections between his interview notes and ChatGPT's output. Moreover, ChatGPT phrased Leigh's intended messages accurately, saving considerable time and effort.

Dave’s BD process

1. Take Thorough Meeting Notes or Download the Recording Transcript

   I ensure I have detailed notes or a full transcript of my meeting for reference.

2. Replace Sensitive Information

   I swap out any references to the company name with something unusual (e.g., “QWERTY”) to protect confidentiality.

3. Use AI Tools with Targeted Prompts

   I utilise ChatGPT, Copilot, or Gemini with prompts like these along with my attached transcript/meeting notes:

   • “Attached are notes from my client meeting. Please produce a 250-300 word summary that outlines my understanding of the client situation.”

   • Follow-up prompts I use:

   • “Can you more clearly distinguish between current behaviours and current outcomes being achieved?”

   • “Can you more clearly distinguish between desired state behaviours and desired state outcomes being achieved?”

   • “What do you think could be some of the impacts of this client not taking action to address this current state situation?”

   • “How can I best incorporate the possible impacts of not taking action in this response without increasing the word count or being overly dramatic?”

4. Incorporate AI into Proposal Writing

   I copy the content from various pages of my proposals into the AI tool and use the prompt:

   • “How can I better link this copy to my understanding of the client’s current state or situation without changing the meaning or intent of this page?”

Kate’s workshop structures

When preparing for our recent Customer Conversations workshops, I used Chat GPT & Copilot to assist with mapping out a structure for the 2 sessions.

I used the following prompt:

“I am conducting a 90 minute workshop. Below is a description of the session, it’s objectives and the agenda points we plan to cover. Please arrange in to a logical order, assign timing for each section and suggest additional content. [copy and paste this text from my working document].”

I found this very helpful to give me a jumping off point it also broke the process of tackling a large amount of content in a short amount of time more manageable.

Dave’s Engage reports

Example Prompts for Engage Reports

Engage Reports Using Micro-Behaviours

• Before starting, I will set up AI with a series of different prompts. First, I provide AI with the definition of our micro-behaviours with some examples (something like: Here are the four criteria mentioned for defining a micro-behaviour:

Observable: Can be seen or heard and easily assessed.

Repeatable: Can be practiced and repeated.

Immediately Actionable: 100% within the control of the individual.

Predictive: Indicative of the result you want to see.

Examples of micro-behaviours provided include:

Micro-behaviour: Call leads within 24 hours.

Example: "Hello, this is (name) calling from BANK. Am I speaking with Lucy Thomas? … I’m calling with regards to the home loan application that you started online this morning."

Micro-behaviour: Deliver personal value statement.

Example: "I'm a Home Lending Specialist at BANK and I'll be looking after you. I've been lending for over 8 years and look forward to helping you get into your new home."

Micro-behaviour: Identify/confirm preferred method of communication. Example: "Are you still comfortable with a video consultation? Or do you prefer a phone or in-person meeting?)

• Then I might add the Experiences to Results model (Something like: Model Explanation:

1.      Experiences

o   Current State: Describe the experiences your team is currently having.

o   Desired State: Describe the experiences you want your team to have.

2.      Mindset

o   Current State: Describe the current mindset of your team.

o   Desired State: Describe the mindset you want your team to have.

3.      Behaviours

o   Current State: Describe the current behaviours of your team.

o   Desired State: Describe the behaviours you want your team to exhibit.

4.      Results

o   Current State: Describe the current results your team is achieving.

o   Desired State: Describe the results you aim to achieve.) 

• I use the prompt:

“Please summarise my notes into the micro-behaviours for each phase of our Experiences to Results model for both current and desired states. Please ensure the summary clearly differentiates between the current state and the desired state for each layer.

• Follow-up prompts I use:

• “Can you describe the possible current state that these insights (in the Experiences to Results model) could produce for the client?”

• “How well does this predicted current state align to the current state described in my proposal copied here: [insert proposal text]?”

These prompts have been practical and easy to use, helping me to start leveraging AI in my daily work routines more effectively.