Module 03 · Workbook

Workbook: design and test your workflow

Choose a task, observe your practice, compare sources, co-create the Mini-SOP, and test one case under human review.

For your practice

Turn one real task into a way of working you can repeat.

When every delivery depends on memory and improvisation, you repeat decisions, carry friction, and cannot tell what AI improved.

What you will gain

You will leave with a clear personal workflow, a test log, and a version you can reuse without losing control.

How to proceed

Choose a task, observe your practice, compare sources, co-create the Mini-SOP, and test one case under human review.

What to verify

A Mini-SOP with input, steps, criteria, human review, output, exceptions, and a real-case test log.

00 · How to use this workbook

How to use this workbook

Start in class, deepen through practice, and consolidate only with reviewable evidence.

Class clock in three moments: masterclass, hands-on and closing.

01
Frame the caseState the case, desired result and evidence you want to observe.
02
Prepare the inputsGather what is needed, acknowledge boundaries and use the three preparation prompts.
03
Work in classComplete the essential practice and retain initial evidence.
04
Go deeperOpen each detail to review actions, criteria, examples and connections.
05
Consolidate and transferMeet the criterion, review the evidence and test the practice in another context.

Orientation

Work on one of your tasks

Turn a repeated task into a personal, tested, transferable Mini-SOP.

Workbook cycle: prepare, practise in class and consolidate.

Use case: Prepare a recurring deliverable with AI.
You are ready when: You have a recent case and time to review.

Inputs

Describe the case
Gather two sources
Reserve a second situation

Define your case

Write only what is needed to frame the practice. These fields are neither saved nor sent.

Diagnosis map: a challenge observed before choosing the intervention.

Case or situationTemporary use: the content is lost when the page reloads.Desired resultTemporary use: the content is lost when the page reloads.Evidence of progressTemporary use: the content is lost when the page reloads.

Preparation prompts

Prompt library with levels and expected evidence.

Go deeper3 · Preparation prompts

Choose a checkable workflow

Bound a task with an observable outcome.

Receives: workflow context
Produces: Workflow brief

Describe task, frequency, outcome, user, and risk.

Prepare starting evidence

Separate records, sources, and assumptions.

Receives: Friction map
Produces: Evidence pack

List inputs and mark unsupported items as assumptions.

Set the human boundary

Define decisions, review, and stop conditions.

Receives: Mini-SOP v0.1
Produces: Assistance boundary

Name what a person decides, AI prepares, and when to stop.

Resources in this module

Amplified work

Make your judgment visible, use AI to prepare and compare, and finish with a Mini-SOP you have tested yourself.

Stacked deliverables ready to use and review.

All resources

00 · Before you begin

Before you begin

Connected steps that end in a repeatable result.

Prerequisites

You have a recent case and time to review.

Inputs

Describe the case
Gather two sources
Reserve a second situation

Limits

Work with a bounded, authorized case.
Do not include personal, confidential or restricted data.
Stop when evidence, permission or an accountable reviewer is missing.

01–03 · Workbook

Choose a task, observe your practice, compare sources, co-create the Mini-SOP, and test one case under human review.

01 · In class

Prepare

Bound and observe your case without correcting it yet.

Observe the current workflow

Reconstruct one case without improving it yet.

Go deeperQuality criteria

How to apply it

Order real steps.
Mark friction and handoffs.
Separate facts from explanations.

Quality criteria

Real start, finish, and owners.
Friction linked to a moment.

Produces: Current map
Example: Personal synthetic example: Your weekly report.
Avoid: Do not draw the ideal as current.
Reflect: What surprised you?
Connection: Feeds the diagnosis.

Prompts · prompt-02

Your evidence

Define outcome and criteria

State why the workflow exists and what good completion means.

Go deeperQuality criteria

How to apply it

Name user and outcome.
Write checkable criteria.
Set boundary and stop.

Quality criteria

Supports accept or reject.
Not based on speed alone.

Produces: Definition of done
Example: Personal synthetic example: A deliverable reviewed by you.
Avoid: Avoid “better” without a signal.
Reflect: Which criterion rejects the output?
Connection: Guides research and design.

Prompts · prompt-05

Your evidence

02 · Deepening

Practice

Turn evidence into a checkable personal procedure.

Compare practices with sources

Compare practices and conditions with your case.

Go deeperQuality criteria

How to apply it

Ask from friction.
Keep source and boundary.
Adapt, test, or reject.

Quality criteria

Each practice retains provenance.
Decision explains contextual fit.

Produces: Practice dossier
Example: Personal synthetic example: Checklist adapted to your case.
Avoid: Do not copy recipes without comparison.
Reflect: Which practice does not fit?
Connection: Brings options into the Mini-SOP.

Prompts · prompt-03

Your evidence

Co-create the Mini-SOP

Turn map, standard, and sources into a concise guide.

Go deeperQuality criteria

How to apply it

Write input and steps.
Add criteria and exceptions.
Assign contributions and review.

Quality criteria

Can be followed without guessing.
Includes manual path and version.

Produces: Mini-SOP v0.1
Example: Personal synthetic example: One-page personal Mini-SOP.
Avoid: AI does not approve the procedure.
Reflect: Which decision remains implicit?
Connection: Moves to controlled test.

Prompts · prompt-06

Your evidence

03 · Consolidation

Transfer

Test in two situations and retain only supported adjustments.

Test, review, and version

Run a case, keep the log, and complete an AAR.

Go deeperQuality criteria

How to apply it

Keep inputs and deviations.
Compare with criteria.
Authorize each adjustment.

Quality criteria

Reconstructs decisions.
AAR separates facts and changes.

Produces: Test report
Example: Personal synthetic example: Low-risk deliverable.
Avoid: Do not hide failures.
Reflect: What changed because of evidence?
Connection: Needs a second check.

Prompts · prompt-09

Your evidence

Check transfer

Repeat and observe what depended on the first case.

Go deeperQuality criteria

How to apply it

Keep criteria.
Log help and exceptions.
Retain, adjust, or withdraw.

Quality criteria

Comparable evidence.
Changes with reason and owner.

Produces: Transfer report
Example: Personal synthetic example: Second comparable report.
Avoid: One test does not prove transfer.
Reflect: What was genuinely repeatable?
Connection: Bounds adoption.

Prompts · prompt-10

Your evidence

Transfer

Repeat the workflow on a second case and change only what the log supports.

Make your judgment visible, use AI to prepare and compare, and finish with a Mini-SOP you have tested yourself.

Second situation, same discipline

Apply the Mini-SOP to a comparable task.

Keep version and criteria.
Record exception and authorized change.

Evidence: Two-case comparison.
Review: After the second test.

Closing rubric

In progress

Criteria, evidence, or human boundary are missing.

Usable

Guides a test and retains review and exceptions.

Transferable

A second situation preserves criteria and limits.

Next step

Playbook

Continue with the next resource in the journey.

Open Playbook

Workbook → Playbook