Post-Session Reference

AI Prompting — Field Guide

Four reference sheets from your training session. Bookmark this page — copy any template or persona straight into your AI tool of choice.

Sheet 01Prompt Structure
Sheet 02Business Personas
Sheet 03Context Management
Sheet 04Common Mistakes
SHEET 01

Prompt Structure Template

Try and form a habit in prompting to include each of these 4 aspects.

The 4 habit-forming aspects

01Role / Persona

Who should the AI be?

Senior marketing strategist, 15 yrs B2B
02Context

What's the situation?

SaaS company launching in healthcare
03Instructions

What should it do?

Create a go-to-market outline
04Format

How should output look?

Numbered list, 3–5 strategies
On context Context is often the item that's missed or left vague. Brief the AI as you would an employee when giving them a task — better context means a better outcome.

To make it better, add boundaries and an output example

05Boundaries

Include / exclude?

Focus only on the UK, not worldwide
06Example

Show what good looks like

Optional — paste a sample

Copy & customise

ROLE: You are a [SPECIFIC ROLE] with expertise in [DOMAIN]. You have [X] years of experience in [INDUSTRY/FIELD]. CONTEXT: [Brief background about your situation, company, project, or challenge. Include relevant details about audience, timeline, resources, or constraints.] INSTRUCTIONS: I need you to [SPECIFIC TASK OR DELIVERABLE]. Please [KEY ACTIONS OR APPROACH]. FORMAT: Provide the output as [FORMAT TYPE: bullet points, table, narrative, etc.]. Structure it with [SPECIFIC ORGANISATION]. BOUNDARIES: Focus on [WHAT TO INCLUDE]. Do not include [WHAT TO EXCLUDE]. [ANY OTHER CONSTRAINTS OR REQUIREMENTS]. EXAMPLE (OPTIONAL): [Paste or describe an example of the type of output you want, if available.]

Quick tips

  • Start simple and add detail as needed.
  • All 6 components aren't always necessary — use what fits your task.
  • Add "Ask me any clarifying questions before you begin" to get better results.
  • Save successful prompts for reuse and refinement.
SHEET 02

Example Business Personas

Use these as templates. Customise the industry, seniority, and communication style to match your situation before pasting into your AI tool.

Leadership & Strategy

Executive Business Strategist

You are a senior business strategist with 20+ years of experience advising C-suite executives. You specialise in growth strategy, market expansion, and organisational transformation. You think in frameworks, ask probing questions, and focus on measurable business outcomes.

Leadership & Strategy

Change Management Consultant

You are an organisational change management expert with experience leading transformations in Fortune 500 companies. You understand stakeholder management, resistance patterns, and communication strategies for driving adoption.

Leadership & Strategy

Startup Advisor

You are a startup advisor who has built and sold three companies. You understand lean methodologies, product-market fit, fundraising, and scaling challenges. You give practical, action-oriented advice focused on speed and validation.

Marketing & Sales

B2B Marketing Strategist

You are a senior marketing strategist with 15 years of B2B SaaS experience. You specialise in demand generation, account-based marketing, and customer lifecycle strategies. You think in metrics and understand complex buying cycles.

Marketing & Sales

Content Marketing Specialist

You are a content marketing expert who has built thought leadership programs for enterprise companies. You understand SEO, audience personas, content distribution channels, and how to measure content ROI.

Marketing & Sales

Sales Enablement Expert

You are a sales enablement leader with experience building training programs, sales playbooks, and objection-handling frameworks. You understand the entire sales process from prospecting to closing and focus on practical tools sales teams can use immediately.

Finance & Operations

Financial Analyst

You are a senior financial analyst with expertise in financial modeling, valuation, and business case development. You focus on practical business impact and present complex financial concepts clearly to non-finance stakeholders.

Finance & Operations

Operations Manager

You are an operations manager with 12 years of experience optimising business processes. You specialise in efficiency improvements, workflow automation, and building scalable systems. You think in terms of bottlenecks, metrics, and continuous improvement.

Finance & Operations

Supply Chain Expert

You are a supply chain professional with experience in logistics, procurement, and inventory management. You understand global supply chain challenges, risk mitigation, and cost optimisation strategies.

Product & Technology

Product Manager

You are a senior product manager with 10 years of experience building B2B software products. You understand user research, roadmap prioritisation, and working with engineering teams. You balance user needs, business goals, and technical constraints.

Product & Technology

Technical Architect

You are a software architect with deep experience in system design, scalability, and technical trade-offs. You can explain complex technical concepts to non-technical stakeholders and focus on long-term maintainability.

Product & Technology

UX Designer

You are a senior UX designer who has led user research and interface design for enterprise software. You understand accessibility, user testing methodologies, and how to balance user needs with business constraints.

People & Culture

HR Business Partner

You are an HR business partner with experience in talent management, organisational development, and employee relations. You understand performance management, compensation strategy, and building strong workplace cultures.

People & Culture

Learning & Development Specialist

You are a learning and development professional who designs effective training programs. You understand adult learning principles, various training modalities, and how to measure training effectiveness.

People & Culture

Recruitment Specialist

You are a senior recruiter with experience hiring for various roles and seniority levels. You understand candidate sourcing, interview techniques, and how to assess both skills and cultural fit.

Industry-Specific

Healthcare Administrator

You are a healthcare administrator with expertise in hospital operations, regulatory compliance, and patient care optimisation. You understand HIPAA, quality metrics, and the challenges of healthcare delivery.

Industry-Specific

Financial Services Compliance Officer

You are a compliance officer in financial services with deep knowledge of regulatory requirements, risk management, and audit processes. You understand KYC, AML, and financial regulations.

Industry-Specific

Retail Operations Director

You are a retail operations director with experience managing multi-location retail businesses. You understand inventory management, store performance metrics, customer experience, and omnichannel strategies.

Industry-Specific

Manufacturing Engineer

You are a manufacturing engineer with expertise in production processes, quality control, and lean manufacturing. You understand Six Sigma, process optimisation, and equipment maintenance strategies.

How to customise these personas

  • Add years of experience: "15 years", "senior level", "expert"
  • Specify industry: "in healthcare", "in fintech", "in e-commerce"
  • Add company context: "at Fortune 500 companies", "at startups", "at mid-market firms"
  • Define communication style: "direct and action-oriented", "thorough and detailed", "strategic and high-level"
  • Add specific expertise: "specialising in…" or "with deep knowledge of…"
SHEET 03

Managing Context in Long Conversations

Learning objectives Understand what a context window is and why it matters · Recognise the signs that context has been lost or has drifted · Apply the reconfirmation technique to restore and verify context · Know when to start a new session · Use Project Files and Custom Instructions as long-term context anchors.
1 · Why AI "forgets" things

Every AI model operates with a context window — the total amount of text it can hold in view at once. Think of it as a very large but ultimately finite notepad. Every message, response, and instruction takes up space on it.

As a conversation grows longer, older content — including instructions set at the very beginning — begins to carry less weight relative to recent exchanges. In very long conversations, early content may effectively fall out of active influence altogether. This is not the AI being unreliable; it's a predictable consequence of how the models work.

2 · Recognising the signs of context drift
  • The AI contradicts or ignores a constraint set earlier (e.g. tone).
  • The persona you established begins to revert to a generic assistant-like voice.
  • The AI asks questions or makes suggestions it already addressed earlier.
  • Output quality or consistency drops without any change in your prompting.
  • Responses feel generic, as though your project context is no longer applied.

If you notice any of these signs, don't just rephrase your request — reconfirm the context.

3 · The reconfirmation technique

Reconfirmation means explicitly asking the AI to surface and verify the key facts, decisions, and constraints established so far. Use this checkpoint prompt at any point — particularly when you notice drift, or proactively after a significant number of exchanges.

"Before we continue, please summarise the key facts, decisions, and constraints we have agreed on in this conversation so far. List them clearly so I can confirm they are correct."

Once the AI provides its summary, review it. If anything is missing or has drifted, issue a correction prompt immediately.

"That is mostly correct, but please note: the target audience is senior executives, not general readers, and the tone should remain formal throughout. Please keep both of those in mind going forward."

Use reconfirmation: after roughly 20–30 exchanges · when switching task phases · when you notice drift symptoms · before producing a final or polished output.

4 · Starting a new session with a summary briefing

For long, multi-session projects, begin each new session with a summary briefing rather than continuing an existing thread indefinitely. This removes reliance on the AI having retained earlier context.

  • Project name and objective — what you're ultimately trying to produce
  • Persona or role — who the AI should be
  • Audience — who the output is for
  • Tone and style — formal, conversational, technical
  • Key decisions made so far — choices not to be revisited
  • Constraints — word count, format, things to avoid
  • Current stage — where you are and what's needed next

Keep a brief running document with this information, updated as the project evolves, and paste it into the first message of each new conversation.

5 · Project Files & Custom Instructions as anchors

Custom Instructions define standing preferences applied automatically to every conversation — your typical audience, preferred tone, or output type. They sit outside the context window and are re-applied consistently, making them immune to context drift.

Project Files let you attach documents and reference material to a project so the AI has access throughout your work without re-pasting them. A well-prepared project file containing your brief, persona, constraints, and key decisions is a permanent context anchor.

Key insightCustom Instructions and Project Files are the permanent layer of your context. The reconfirmation technique is your in-conversation safety net. Used together, they give reliable outputs across both short and extended sessions.
6 · Quick reference: symptoms and solutions
SymptomRecommended action
AI contradicts an earlier agreementIssue a context checkpoint prompt
Persona or tone has reverted to defaultRe-state persona in a correction prompt
Constraints (word count, format) ignoredReconfirm constraints; consider a new session
Conversation is very long (50+ exchanges)Start fresh with a summary briefing
Working across multiple days / sessionsUse Project Files or Custom Instructions

Key takeaways

  • The context window is finite — early instructions can lose influence as conversations grow.
  • Context drift is predictable and manageable once you know the signs.
  • The context checkpoint prompt is your primary in-session tool for reconfirming understanding.
  • For long or multi-session projects, a summary briefing beats an ever-growing thread.
  • Custom Instructions and Project Files anchor key context outside the conversation window.
SHEET 04

Common Mistakes to Avoid

Learn from others' mistakes. Avoid these common pitfalls to get better results faster.

Prompting mistakes
Vague or unclear instructions
AI guesses what you want and often gets it wrong
Be specific about exactly what you need
No persona defined
Generic, shallow responses that lack expertise
Set a clear role: "You are a…"
Missing context
AI lacks information to give relevant advice
Provide background about your situation
Too much in one prompt
AI tries to juggle everything and quality suffers
Break complex tasks into steps
No format specification
Output may not be usable for your needs
Specify: "Present as a table/list/report"
Forgetting to ask for questions
Miss important details the AI needs
Add: "Ask clarifying questions first"
Usage mistakes
Using only one AI tool
Miss out on different strengths and perspectives
Use 2–3 tools for important work
Not using project files
Waste time repeating context in every chat
Set up project files with key information
Accepting first output
First response is rarely the best
Iterate and refine through follow-ups
Copying without checking
AI can make mistakes or hallucinate
Always review and verify outputs
Treating AI like Google
AI is for creation and analysis, not just search
Use AI for complex thinking, not simple facts
Not saving good prompts
Have to recreate successful approaches
Build a library of effective prompts
Strategic mistakes
No clear goal
End up with something, but not what you needed
Define the outcome before starting
Skipping architecture for complex tasks
Poor quality, missing elements
Plan your workflow for multi-step projects
Using wrong persona
Advice doesn't match your needs
Choose expertise that fits the task
No review between steps
Errors compound as you progress
Check quality before moving forward
Overcomplicating simple tasks
Waste time on elaborate prompts
Simple tasks can use simple prompts
Not learning from results
Keep making the same mistakes
Note what works and refine your approach
Quality & security mistakes
  • Not fact-checking: AI can confidently state incorrect information
  • Sharing sensitive data: Don't put confidential information in free AI tools
  • Assuming AI knows your company: AI needs context about your specific situation
  • Not checking for bias: AI can reflect biases from training data
  • Using outdated information: Verify current facts, laws, or prices
  • Ignoring your judgement: AI assists but doesn't replace human decision-making
Mindset mistakes
  • Expecting perfection immediately: AI is a tool that requires practice
  • Giving up too quickly: Refine your prompt rather than abandoning the task
  • Not experimenting: Try different approaches to find what works
  • Thinking "AI can't do my job": AI augments your work, doesn't replace your expertise
  • Comparing to experts: Compare your AI-assisted work to doing it manually
Remember Mistakes are part of learning. The key is to recognise them quickly and adjust. Keep this checklist handy as you develop your AI skills.