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Anyone briefing an AI tool · 15-minute exercise
Context and Boundaries Card
A handover that explains what matters, what is unknown, and what must not happen.
- State the outcome and audience. Specify what this task does not cover.
- List the authoritative documents with version dates and owners.
- Explain the operational reason for important rules, not just the rules themselves.
- Separate facts, assumptions and unanswered questions.
- Name the reviewer and actions requiring permission. Set a review date for the card.
Your worksheet
No confidential information. Filling this sheet does not send data to an AI provider. Blank prompts can be copied separately.
Optional prompt · use only approved inputs
Turn my non-sensitive notes into a task handover. Organise outcome, approved sources, constraints, unknowns, prohibited actions and human approvals. Keep assumptions visibly separate from facts. Ask about missing rules instead of inventing them. A prompt is guidance, not a security control; identify which restrictions need actual permissions.
Using this prompt in another service sends your inputs to that service. Check its settings first. It is not a tested guarantee of output quality.
Before you use the result
- Does an outsider know which document wins if sources conflict?
- Are unknowns explicit rather than filled with plausible guesses?
- Are permissions enforced outside the prompt where necessary?