AI & automation · Planning worksheet

Prompt libraries: keep instructions owned and current

Illustrative situation

Teams copy old prompts that contain outdated service descriptions or conflicting writing rules.

The decision

Maintain shared drafting instructions with a responsible owner and version history. Treat changes as operational updates that need representative testing rather than silent edits to a text file.

Rehearse this before accepting the change

Change a service fact and inspect every prompt that embeds it.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Count active prompts using retired facts or instructions.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Healthcare workflow automation linking incoming messages, document processing and task review.
Keep the normal route and the exception route visible.
Healthcare AI review with a draft document, source folder, inspection lens and approval checks.
Verify suggested output against appropriate sources.
Healthcare automation pilot illustrated by a timer, task checks and an exception card.
Measure a bounded pilot before extending it.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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