The catalog · 1050 prompts, 35 professions
Each line says what the prompt produces. The text of the prompt itself opens in Chaptal · it is reserved for subscribers.
Each task carries a code: PAL · profession number (01 to 35) · two letters for the profession · rank within the profession. It identifies the task and is not meant to be memorized · search for a word from the title instead.
Cross-functional roles 150 prompts
What happens in every company, regardless of industry.
Executive & strategy 30 prompts
Decide, arbitrate, commit the company.
Meetings, decisions and the board
- (1) Header · date, place or video call, attendees and apologies, drafter. (2) Decisions taken · numbered, one sentence…
PAL-01-DS-01Executive committee minutes · decisions, owners, deadlinesconsequentialopen · no account - A partner, an intermediary or a seller submits a proposal and you must decide whether it deserves management time. This…
PAL-01-DS-02Opportunity to assess · offer, partnership or target, before it goes to the executive committeehigh-stakessubscription - A matter goes beyond management’s authority and the board must decide at its next meeting, while your figures are…
- A meeting that commits your revenue or your financing is set within days: a key client, your banker, a partner or an…
- You are about to sign, or have someone sign, a decision (an appointment, a financial plan, a large expense) and there…
PAL-01-DS-05Who decides · management or board, before settling an important matterhigh-stakessubscription
People and team
- You run a company and the annual review of one of your senior managers is set for next week. You have impressions in…
PAL-01-DS-06Annual review of a senior manager · assessment, objectives and sensitive pointsconsequentialsubscription - A key manager asks for a raise or hints that they may leave, and you are meeting them in the coming days. You have no…
PAL-01-DS-07Pay negotiation with a key manager · preparing the margin and the alternativeshigh-stakessubscription - You are considering merging teams or cutting posts and you want to announce it. Before any text, this prompt checks…
PAL-01-DS-08Internal reorganisation · check collective redundancy and transfer first, then announcehigh-stakessubscription - A key employee has been absent for weeks through illness or accident, the team is barely holding up and you are…
PAL-01-DS-09Employee on long absence · what management can do, must not do and should organiseconsequentialsubscription - A situation calls for a written record · congratulations, a reminder of the rules or the end of employment. You have…
Risk, continuity and crisis
- The chief executive or the chair of the board sees losses piling up and fears that debts are no longer covered or that…
PAL-01-DS-11Financial warning signs · insolvency tests, creditors’ interests, what to do and whenhigh-stakessubscription - An employee has sent the customer list to the wrong recipient, a laptop has gone missing, or a cyberattack has just…
PAL-01-DS-12Data breach · deciding quickly whether to notify the regulator and the people affectedhigh-stakessubscription - A client, an insurer or the bank asks for the company’s continuity plan, or an outage has shown that nothing was…
PAL-01-DS-13Business continuity plan · cyber incident, key person and failing supplierhigh-stakessubscription - A social media post, an article or an internal report puts the company in the spotlight. The head of the company must…
- The annual risk review is to be presented to the board or to the bank, and nobody has updated last year’s register. The…
Strategy, projects and board files
- The managing director is preparing the plan, the budget or an investment decision, and everyone around the table tells…
PAL-01-DS-16Strategic diagnosis · market, competitors, strengths and weaknesses before a planhigh-stakessubscription - The board meeting is coming up and the directors must receive the pack before the meeting, clear and complete. This…
- A project has been stuck in debate for weeks and a decision must be made at the meeting on a written basis. This prompt…
PAL-01-DS-18Go or No Go decision · weighted criteria, assumptions and risks, a one page decisionhigh-stakessubscription - The board or the bank expects a written course for the next three years, and management has only scattered ideas and an…
PAL-01-DS-19Three year strategic plan · from vision to annual objectives and indicatorsconsequentialsubscription - A project has just ended, failed or been stopped, and nobody wants to repeat the mistake or point to a culprit. This…
PAL-01-DS-20Review of a completed or abandoned project · lessons without settling scoreshigh-stakessubscription
Succession, financing and major decisions
- You run and own your company, you want to leave in three to five years and you have not spoken about it to anyone yet.…
PAL-01-DS-21Business succession · framing note for family, managers or third party scenarioshigh-stakessubscription - Two or three partners own a company together and have put nothing in writing beyond the articles of association; a…
PAL-01-DS-22Agreement between partners · clause file to prepare before the lawyerhigh-stakessubscription - A line, a site or a loss making activity must be stopped or sold and jobs are affected. Management has to decide…
PAL-01-DS-23Closing or selling an activity · decision memo and consultation planhigh-stakessubscription - You are applying for an investment loan or a limit increase and the banker expects a solid file. This prompt gives the…
- A supplier offers you a machine and the decision has to be made before the offer ends. This prompt gives a decision…
PAL-01-DS-25Investment decision · full cost of a machine, real workload and riskhigh-stakessubscription
Dependencies, partnerships and quick reads
- A customer that weighs heavily announces it is putting its purchases out to tender, or a supplier changes its terms…
- The month is closed, a variance to budget has lasted several months and the managing director must decide what to…
PAL-01-DS-27Monthly management dashboard · budget variances and decisions to takeconsequentialsubscription - The company invoices in euros or dollars and pays its salaries and costs in its home currency: the margin melts when…
PAL-01-DS-28Currency exposure · decision note for a company that invoices in foreign currencyconsequentialsubscription - Two companies want to work together on a joint offer, a market or shared equipment, after a few enthusiastic meetings…
PAL-01-DS-29Partnership · contributions, governance and exit to put in writing before committinghigh-stakessubscription - The managing director is handed a forty page report, expert opinion or contract an hour before the meeting. They get a…
PAL-01-DS-30Express summary of a long file · the points that commit, before a meetinghigh-stakessubscription
Project manager 30 prompts
Scope it, keep it on track, deliver it.
Frame and launch
- Status line at the top · what is missing and who can supply it. Then the charter, one to two lines per heading (scope…
- The charter is validated, the team is named and the first meeting is set within the week. The project manager gets the…
- The scope is validated, everyone sees a different project and it is now time to estimate and plan. The project manager…
PAL-08-CP-03Project Breakdown · work packages, deliverables and acceptance criteriaconsequentialsubscription - You discover that a department or a decision maker can block the project and you have not yet spoken to them. The…
- A department asks for a tool or a dashboard in a meeting, and the project manager needs to know what it is really…
PAL-08-CP-27Gathering Requirements · interviewing a business area and feeding it backroutinesubscription
Organise and plan
- Two people think they are in charge of the same deliverable, or nobody is handling it, and the delay begins. The…
- The sponsor complains of knowing nothing, or the team is drowning in emails, and order must be restored. The project…
- The framing is ending, or the sponsor asks “what if it goes wrong?”, and no register exists yet. The project manager…
PAL-08-CP-06Risk Register · spot, assess and assign each risk before it happenshigh-stakessubscription - A critical deliverable slips, the customer or the sponsor has learned of it or soon will, and the team offers to…
PAL-08-CP-07Late Deliverable · catch up scenarios and effects on working timehigh-stakessubscription - Contributors have a day job and two other projects, the schedule assumes full presence, and doubt sets in from the…
PAL-08-CP-26Workload Plan · real availability of contributors and working time limitshigh-stakessubscription
Steer and report
- The steering committee meets in a few days and, so far, it has produced reports rather than decisions. The project…
- A decision maker must choose between options (two offers, two solutions, two schedules) and has neither the time nor…
PAL-08-CP-09Decision Memo · one page to choose between two or three optionsconsequentialsubscription - The budget consumed seems reasonable, but nobody knows whether it matches real progress. The project manager, before…
PAL-08-CP-11Budget Tracking · cost, progress and forecast at completion (earned value)high-stakessubscription - It is Friday, and the client and the stakeholders must be informed without writing a novel. The project manager gets a…
- A person or a department is blocking the project, your reminders have achieved nothing and the date when the delay…
PAL-08-CP-16Sponsor Alert · an escalation note when a blockage goes beyond your authorityroutinesubscription
Contract, change and decisions
- A customer or a business unit asks for a “small addition” along the way, and if the project manager says yes without…
- The project depends on software, an integrator or an agency, and the committee already leans towards the one that gave…
PAL-08-CP-21Choosing a Supplier · requirements, comparing offers and contract clauseshigh-stakessubscription - The project installs a CRM, a time clock, a camera or an AI assistant, so it processes personal data from the design…
PAL-08-CP-22Project with Personal Data · a risk review before the first developmenthigh-stakessubscription - A project is going nowhere, nobody dares say so and it carries on because money has already been spent. The project…
PAL-08-CP-24Stop, Postpone or Redesign · the decision file for the committeeconsequentialsubscription - Six months later the question comes back and nobody knows who approved the chosen option or why. The project manager…
Take over, audit, restart
- Two team members no longer speak to each other, the work suffers and the project manager must step in this week. They…
PAL-08-CP-14Team Conflict · preparing the interview and mediation while protecting peopleconsequentialsubscription - The sponsor asks “how much and by when?” before deciding to launch, and a figure given on the spot becomes a…
PAL-08-CP-18Initial Estimate · budget, assumptions, reserve and margin of uncertaintyconsequentialsubscription - The sponsor wants an independent opinion on the real state of the project, at regular intervals or because unease is…
PAL-08-CP-20Project Health Audit · an independent verdict on time, cost, quality and riskhigh-stakessubscription - You inherit a project launched by someone else, who left without a handover, with partial documents and promises made…
PAL-08-CP-25Taking Over a Project in Progress · the first thirty days stocktakehigh-stakessubscription - An action was due Monday, it is Thursday and nothing has arrived. The project manager gets a chasing message at three…
Deliver and drive adoption
- A supplier announces delivery, and if the project manager accepts without reservation or lets silence run, the door to…
PAL-08-CP-15Deliverable Acceptance · reservations, acceptance and notice periodshigh-stakessubscription - The project is ending, everyone wants to move on and the same mistakes will come back on the next one. The project…
PAL-08-CP-17Project Closure Review · objectives met, lessons learned and the closure decisionconsequentialsubscription - The project changes the work of dozens of people who were not consulted, and resistance appears. The project manager…
- The cutover is set for a weekend, and on that day everything can stop at once: orders, invoicing, teams. The project…
- The tool works, the cutover succeeded, and three weeks later half the users are back on their spreadsheet. The project…
Human resources 30 prompts
Hire, manage, discipline, separate.
Recruit
- Start with a status line · the country and union agreement read (or “none”), the pay posting rule that applies, the…
- About fifty files have arrived and the manager expects a shortlist. The HR manager gets a grid drawn from the job…
PAL-05-RH-02Application screening · traceable shortlisting, the decision always humanconsequentialsubscription - The finalists’ interviews are scheduled and the managers improvise their questions. The HR manager gets a guide per…
- The finalist is chosen, the offer is about to go out, and management wants to call the former employer or ask for a…
- Ten people were interviewed, one is chosen, and one of the other nine writes “why not me?”. The recruiter must reply…
PAL-05-RH-26Rejecting an application · reply after an interview, with reasons on requestroutinesubscription
Hire and onboard
- A person accepts the offer and the paperwork must go out this week. The HR manager gets a complete contract (UK) or…
- The contract is signed and the person arrives in two weeks. The HR manager gets a phased plan (before arrival, first…
- The employer takes on an apprentice for the start of the training year. The HR manager or the trainer must prepare the…
PAL-05-RH-21Apprenticeship · agreement, training plan, and protection of young workershigh-stakessubscription - The chosen candidate lives in another country, or needs permission to work, and the start date is set. The HR manager…
PAL-05-RH-22Hiring a person from abroad · permission to work, tax, and social insurancehigh-stakessubscription - A new or vacant position has no up to date description. The HR manager or head of department must write a profile that…
PAL-05-RH-25Job profile · a job description used for the advertisement and the reviewconsequentialsubscription
Sanction and separate
- A resignation letter arrives this morning. The HR manager gets the acknowledgement, the end date calculated according…
PAL-05-RH-05Resignation received · acknowledgement, final pay and orderly departureconsequentialsubscription - A reorganization removes several positions in a short time. Leadership wants to announce quickly, but does not know…
PAL-05-RH-07Collective redundancy · threshold test, consultation, notification to the authorities and announcementshigh-stakessubscription - An employee leaves the company and asks for a reference, or a new employer asks for one. The HR manager, who has no…
- A breach keeps happening despite verbal reminders. The manager or HR must write a letter that the employee understands…
PAL-05-RH-23Written warning · a factual, graduated letter before any sanctionhigh-stakessubscription - Management decides to end a contract. The HR manager must know before writing whether the dismissal can proceed, what…
PAL-05-RH-24Dismissal with notice · checking the protections, the meeting, and the letterhigh-stakessubscription
Organise and follow up
- The annual review campaign opens on Monday. A team leader must receive each employee with the past year’s review in…
PAL-05-RH-06Annual review · fair preparation with measurable objectives and a development planconsequentialsubscription - Next year’s budget is being prepared and leadership expects a training plan. The HR manager has at hand the needs…
PAL-05-RH-08Training plan · needs, priorities and budget to present to leadershiphigh-stakessubscription - An HR manager comes out of a meeting with an employee and her handwritten notes must enter the file before the end of…
- An inspection or a staff complaint is expected, or a new schedule must be introduced in September. The HR manager has…
- A customer places an order that can only be met with a night or weekend team, and management wants to start fast.…
PAL-05-RH-27Night or weekend work · scheduling file, consents and compensationhigh-stakessubscription
Health, absences, and conflicts
- A written report reaches HR and the response cannot wait. The person who received it must acknowledge receipt, protect…
PAL-05-RH-09Report of harassment or psychosocial risk · response, impartial investigation and decisionhigh-stakessubscription - The sick note is extended and leadership talks of dismissing. The HR manager gets the chronology of the absence, the…
PAL-05-RH-14Absence for illness or accident · pay due, dismissal risk and follow-uphigh-stakessubscription - An employee announces her pregnancy, or an employee asks for parental, adoption or family care leave. The HR manager…
PAL-05-RH-19Pregnancy and family leave · protections, adapting the job, and the replyconsequentialsubscription - A person returns on Monday after several months of absence and their manager does not know what to say or what to avoid…
- Two people no longer speak, information no longer circulates, and the team’s work suffers. The HR manager wants to step…
Compliance and steering
- Employees are already using AI tools with no written rule. Leadership wants a short charter that everyone understands…
- Leadership asks for the staff report for the board. The HR manager gets an annual dashboard (headcount, joiners…
PAL-05-RH-15Annual workforce report · headcount, movements and equality for leadershipconsequentialsubscription - The company is at or above a headcount threshold at the start of the year, or a pay data deadline is approaching. The…
- Employees ask to work remotely and the company has no rule. The HR manager gets a written agreement that binds both…
- An employee asks in writing for access to her file, or an audit is approaching, and HR no longer knows what it holds…
PAL-05-RH-30Personnel file · contents, retention periods, and access requestshigh-stakessubscription
Sales & business development 30 prompts
Prospect, price, negotiate, close.
Prospecting and preparing the first contact
- One page, in this order · (1) Header: prospect, country, date of the meeting, objective of the meeting. (2) The…
- A sales manager in the UK or the US has a list of prospects to contact this week and a single email template that is…
- A tradesperson or a salesperson sent a quote several days ago and has had no reply. They hesitate between doing nothing…
- A salesperson has a first call tomorrow with an interested prospect. They know how to ask questions, but often forget…
PAL-02-CV-04First qualification call · question guide and decision on next stepsconsequentialsubscription - A client sends a vague brief by email and expects an answer within forty eight hours. The salesperson hesitates between…
Offers, negotiation and follow up
- A company receives the documents of a tender, public or private, with a submission due within the week. The sales…
- A salesperson has a meeting with a client from a sector they know little. Their standard pitch talks about the company…
- The client asks for a discount before signing. The salesperson needs to know how far they can go, what to ask for in…
- A salesperson leaves a meeting with raw notes taken in a hurry. By evening nothing is entered in the CRM and the client…
- In a quiet period, the company knows that some clients have not ordered for a long time but does not know which are…
Closing and securing the sale
- The marketing manager or the sales director must publish on Monday a flyer, a banner or an email announcing discounts.…
PAL-02-CV-11Promotion · check of prices and discounts displayed before publicationconsequentialsubscription - The company has just learned that its bid is shortlisted and that it is invited to present it to a panel. The sales…
- The seller has just obtained an agreement by phone, orally at the client’s home or at a stand. Without a written trace…
- A client writes that the goods received are defective. The customer service manager must reply quickly, without…
- The sales director is preparing the quarterly review with management. The CRM export shows a comfortable total, but…
Managing the portfolio and accounts
- A sales manager opens her diary on the first day of the month: it is empty, and she has a prospect file built from…
PAL-02-CV-16Hunting plan · targeted list and contact calendar for the monthconsequentialsubscription - The sales director learns that an important contract has gone to a competitor. The refusal email talks about price…
- When preparing the budget, the sales director wants a written plan for every customer the year depends on: where the…
- A company has just confirmed its place at a trade fair. The team knows how to show the product, but nobody has said how…
- A deal has stalled for several weeks: the friendly contact answers politely, but nobody mentions a budget or a date.…
Framing price, terms and receivables
- A company has sold for years with a template of terms found online, or with no written terms at all. A customer has…
- An invoice has been unpaid for several weeks. The customer is a regular, the salesperson hesitates between a call and a…
- Materials, rents or salaries have gone up and the margin is melting. The sales director wants to pass the increase on…
- A call for tenders arrives by email or on a public procurement platform, with a close deadline. The owner has one hour…
- Discounts are decided case by case, each salesperson has their own practice, and the margin melts without anyone having…
Customer relations, resellers and remuneration
- An important customer complains by email, spaces out its orders or no longer answers. The account manager or head of…
- A major account or a purchasing group sends its supplier approval questionnaire, with a return deadline. The sales…
- An order will not be delivered on the promised date, because of a supplier delay, a shortage or a production incident.…
- A reseller or an agent offers to sell the company’s products in a territory, sometimes asking for exclusivity. The…
- The company is hiring a salesperson paid partly on commission, or is reviewing its commission scale, in the UK or the…
Order administration & customer service 30 prompts
Record, deliver, respond, collect payment.
Reply and get paid
- (1) A one sentence summary of the request, in English, for the file. (2) The reply, in the customer’s language: subject…
PAL-03-SC-01Reply to a customer email · in their language, following the house guidelinesconsequentialopen · no account - A customer complains about a defect, a delay or an invoice error. You must answer without acknowledging what nobody has…
- A price request arrives by email with a list of references. You must answer fast, but an offer binds the company as…
PAL-03-SC-03Quote on an incoming request · verified offer, validity and written reservationsconsequentialsubscription - An order arrives by email, EDI or PDF. It must be confirmed within the day, and every difference with the accepted…
- Several invoices are unpaid beyond their due date. You must chase without damaging the relationship and without losing…
Orders, deliveries and calls
- A customer orders in the body of an email, without a clear reference: “three of the blue model, twelve of the old one…
- A prospect sends you a competitor’s offer and asks why you cost more. You have one hour to answer without cutting the…
PAL-03-SC-07Reply to a prospect who compares · why our price, without disparagingconsequentialsubscription - On Monday morning, several orders are to be delivered this week to several customers. Stock does not cover everything…
PAL-03-SC-08Weekly delivery schedule · consolidated, with an announcement to each customerconsequentialsubscription - A request arrives by phone, by the website form or after a trade show, and it is not yet clear: you do not know what…
PAL-03-SC-09New incoming request · qualification questions before the salespersonroutinesubscription - You hang up from a call with a customer and the salesperson must be able to pick up the file tomorrow without calling…
Warranty, data and team
- A customer writes that a delivered product is defective, with photos. You must answer fast without promising repair or…
- The monthly meeting between sales administration and sales approaches and you have three exports open in three tabs.…
- An email, a parcel or an invoice went to another customer or to a third party. In the first hour, you must establish…
PAL-03-SC-13Data sent to the wrong person · facts, measures and decision to notifyhigh-stakessubscription - You prepare the month’s hours for a small sales administration or customer service team, with an absence, an apprentice…
- The same questions arrive thirty times a month: delivery times, returns, invoices, warranty. You have the last…
Oversight, suppliers and returns
- Every Monday, management expects the update from order administration: what came in, what went out, what is stuck. You…
- A supplier delivers late or the goods do not match the order, and your customer is waiting. You have to protect the…
- A customer returns a product and asks for a gesture: credit, exchange, or refund. They attached photos. You have to…
PAL-03-SC-18Return or After-Sales Claim · credit note, exchange, or refund, documented decisionhigh-stakessubscription - A certification or surveillance audit is coming and the scope includes order administration: orders, quotes…
PAL-03-SC-19ISO 9001 Quality Audit · preparing the order administration scope, with evidencehigh-stakessubscription - The stock of a fast-moving item falls below the threshold and the next inbound shipment is uncertain. The customers who…
Legal obligations and commitments
- The manufacturer or supplier writes that a defect may injure someone on a batch you have already delivered, or a…
PAL-03-SC-21Product Recall or Safety Notice · stopping shipments and informing customershigh-stakessubscription - A customer (or former customer, or prospect) writes: “What do you know about me?” or “delete my data.” Nobody knows who…
- A customer writes that they will “go through a lawyer” or puts a figure on significant damage. Order administration…
PAL-03-SC-23Serious Complaint · factual file for the insurer or legal adviserconsequentialsubscription - A member of the order administration team leaves the business, changes role, or is absent for a long time. Their…
- Each member of the order administration team promises a different time depending on their mood of the day, and the…
PAL-03-SC-25Order Administration Service Commitments · catalog of what can be promisedconsequentialsubscription
Tense situations and customer relations
- A customer file goes off the rails, the order administration employee does not know whether they can decide and the…
PAL-03-SC-26Escalating a Customer File · who decides what, at which thresholdconsequentialsubscription - A customer asks for a shortened lead time, a free item, or an exception to the contract, and the business cannot grant…
PAL-03-SC-27Refusing an Exception · saying no clearly and offering an alternativeroutinesubscription - A major order has just been signed, several departments have to deliver, and the customer has expectations that are…
- A business wants to know whether its customers are satisfied without wearing them out or producing a table nobody uses.…
- Order administration closes a sale by phone with a consumer and does not know what to say during the call or what to…
Industry, workshop & mobility 180 prompts
Produce, inspect, repair, deliver.
Industry & precision machining 30 prompts
Industrialize, produce, inspect.
Quality, inspection and complaints
- At final inspection, a dimension is out of tolerance on a lot and the customer demands an 8D. The quality manager has…
PAL-14-IP-01Customer non-conformity · 8D report written from the shop floor notesroutinesubscription - A part goes into series production and the quality manager must set what is measured, when, with what and who decides…
- The customer asks for the capability indices, or the shop doubts it can hold a tight tolerance before committing. The…
PAL-14-IP-10Machine capability · annotated reading of the indices before accepting a toleranceconsequentialsubscription - An OEM customer writes that your lot is blocked at their site and that their line is stopping. They expect a reply…
PAL-14-IP-11OEM customer complaint · structured reply when the lot is blocked at their sitehigh-stakessubscription - A delivery of bars arrives off grade, a surface treatment is uneven or the delivery is incomplete, and the defect is…
PAL-14-IP-12Material or treatment supplier · complaint with notice of defectconsequentialsubscription
Quotation, pricing and part launch
- (1) Subject and references. (2) Understanding of the need in three lines. (3) Table · quantity, unit price, lead time…
PAL-14-IP-02Quotation for machined parts · price, lead time, terms and follow-uproutineopen · no account - A request for quotation arrives and nobody knows whether the machine hourly rate, set years ago, is still right. The…
- The customer confirms a new part number and the run starts in a few weeks. The methods manager must open the file…
- The first run is ready and the customer must accept it before the rest is launched. The quality manager assembles the…
- A medical device manufacturer consults a machining workshop and the file requested goes beyond price and lead time…
Quality system, audit and improvement
- The ISO 9001 recertification audit takes place in a few weeks. The quality manager needs to know where the auditor will…
PAL-14-IP-03ISO 9001 audit · document review of the gaps to correct before the visithigh-stakessubscription - A medical or aerospace OEM customer requires an FMEA before accepting the run. The methods and quality team gets a…
- Runs are getting shorter and changeovers eat spindle time. The foreman has timed a changeover on one machine and wants…
- The audit report arrives with major and minor findings and a response deadline set by the body or the customer. The…
- The spindle is tiring, the lathe is written off and the sales representative was convincing at a demonstration. The…
Safety, machines and environment
- The setter who knows everything is leaving on long leave or retiring, and the shop foreman must put their knowledge in…
PAL-14-IP-07Work instruction · a setter’s know-how put in writing, safety steps includedhigh-stakessubscription - A new machine arrives, a setter caught a hand clearing chips without serious injury, or the regulator (the HSE in the…
PAL-14-IP-16Workstation · risk assessment and safety sheet, guards includedconsequentialsubscription - A new starter, an agency worker or an apprentice joins the workshop on Monday. The workshop manager has little time…
PAL-14-IP-17First day · safety induction of a new starter, agency worker or apprenticeroutinesubscription - A machine arrives, or an existing machine is modified (new control, power, guards). The safety or operations manager…
- Oily chips, spent emulsion or sludge pile up, and nobody keeps the list of streams or documents. The workshop or safety…
PAL-14-IP-28Machining waste · classification, sorting and manifest for oils, emulsions and sludgeconsequentialsubscription
People, hours and employment law
- A large customer imposes night cycles and the owner wants to move to shifts. Neither the UK nor the US asks for a…
PAL-14-IP-13Night or continuous work · compliance file for a three-shift patternhigh-stakessubscription - A setter has been absent for weeks or hands in a resignation, and the letter has to go out. The owner or the HR manager…
PAL-14-IP-18Employee leaving · termination, protection against dismissal and employment referencehigh-stakessubscription - The trainer of a workshop welcomes an apprentice in August and the plan boils down to “rotate through the…
- The setter is retiring and last year’s advertisement produced nothing. The personnel manager runs this prompt with the…
PAL-14-IP-23Workshop job to fill · advertisement with the pay checked against the legal minimumhigh-stakessubscription - A peak in orders requires extra work and the question of the premium is raised. The owner or the personnel manager gets…
PAL-14-IP-30Workshop hours and overtime · premium, compensation and consultationhigh-stakessubscription
Contracts, purchasing, data and compliance
- An order or a delivery is going abroad, or the customer is outside the country, and the workshop wonders whether the…
PAL-14-IP-20Export of parts or machines · dual-use classification and licence applicationhigh-stakessubscription - The administrative manager of a machining workshop notices that an invoice has been overdue for weeks at an OEM…
PAL-14-IP-21Overdue invoice at an OEM customer · a reminder that gets paid without losing the customerroutinesubscription - The workshop has worked for years without general terms, or with a borrowed template that says nothing about tooling…
PAL-14-IP-24Terms of sale and subcontracting · text adapted to the machining workshopconsequentialsubscription - The bar stock supplier announces a much longer lead time than planned, or the grade on the drawing is no longer…
- A time clock, two cameras and a production software that keeps the operator’s name on every batch record. The owner or…
PAL-14-IP-29Time clock, cameras and staff files · what is allowed, what must be announcedhigh-stakessubscription
Watchmaking & subcontracting 30 prompts
The client's drawing, the confidentiality, the critical dimension.
Quoting and contracting
- A one page letter, then its annexes. At the top: quote reference, date, contact, drawing reference with its revision.…
PAL-18-HO-01Price quote to a principal · the letter and its reservationsconsequentialopen · no account - The owner has produced a reference for years at an inherited price that nobody has recalculated, or the customer…
- A principal announces a new project and sends a confidentiality agreement to sign before showing its drawings. The…
PAL-18-HO-03Confidentiality agreement · read and correct the principal’s before receiving the drawingsconsequentialsubscription - A framework contract arrives for signature or renewal, often with the principal’s general purchasing terms attached…
PAL-18-HO-04Subcontracting contract · tooling, ownership of developments, exclusivity, exithigh-stakessubscription - A brand sends the same consultation file to several workshops, and the committee first discards incomplete files before…
PAL-18-HO-05Reply to a brand’s consultation · the file that stands out from the seven othershigh-stakessubscription
Price, origin and dependence
- The owner of a bar turning, polishing or assembly workshop earns most of his turnover from a single brand. It has just…
PAL-18-HO-06Dependence on a single principal · diagnosis and diversification planhigh-stakessubscription - A workshop supplies a part at a price that has not moved for years, while material, energy and wages have gone up. The…
- A brand asks the workshop to confirm where its part comes from, or the owner wants to write “Made in USA” or “Made in…
PAL-18-HO-08Origin claims · what you can claim and what you can never claimconsequentialsubscription - A lot of gold cases, dials or hands enters the workshop, or leaves it, or the workshop wants to sell its filings and…
- The customer demands proof of origin for a component the workshop bought, and the supplier answers only with one…
Feasibility, manufacturing and inspection
- A principal sends a drawing for a quote or an order, with tolerances nobody has discussed and finish requirements that…
PAL-18-HO-11Feasibility review · customer drawing to be screened before accepting the orderconsequentialsubscription - A new part goes into production, or the routing exists only in the head of the setter, who is away next week. The…
- The customer has marked functional dimensions on its drawing, or a series starts to drift and nobody knows what is…
- A delivery arrives at the dock with its delivery note, sometimes a certificate, and goes to the stores without anyone…
PAL-18-HO-14Incoming inspection · material or lot of components before the storesconsequentialsubscription - An operator finds out of tolerance parts in a bin. What happens in the next minutes decides everything · if the bin…
Claims, evidence and delivery
- A batch is blocked at the ordering customer, its assembly line is waiting, and the phone rings at the owner’s or the…
PAL-18-HO-16Complaint from an ordering customer · containment reply, root cause analysis and eight-step reporthigh-stakessubscription - The workshop guarantees tolerances of a few microns to its ordering customers, or an audit is approaching. The quality…
PAL-18-HO-17Measuring equipment · inventory, calibration and ability to inspect the guaranteed toleranceshigh-stakessubscription - The ordering customer reports a problem on parts already delivered, or its audit asks to trace a batch back to its…
PAL-18-HO-18Traceability of a delivered batch · tracing back from the part to the bar of materialconsequentialsubscription - A brand or the certification body announces an audit. The quality manager knows the auditor looks for the gap between…
PAL-18-HO-19Audit by an ordering customer or a certification body · prepare, hold, respond to findingshigh-stakessubscription - A machine breakdown or a delay at the treatment supplier threatens the promised date. The owner hesitates between…
PAL-18-HO-20Late delivery · announcing it to the customer and the realistic catch-up planconsequentialsubscription
Changes, flows and data
- A brand calls on a Friday: the urgent series must ship before the end of the month, and the workshop can only manage it…
- The bar supplier announces the end of a grade, or the buyer finds the same material cheaper elsewhere. The temptation…
PAL-18-HO-22Change of material, component or supplier · requalification before the first partconsequentialsubscription - AI tools are already in the workshop, on phones, in the browser, in the office suite, and nobody has decided anything.…
PAL-18-HO-23Using AI on an ordering customer’s data · the workshop’s internal rulehigh-stakessubscription - The owner promises lead times over the phone while looking at the wall planner. As long as the series look alike, it…
- A bag of gold cases, a batch of finished dials or a series of hands must go to the customer. The value per kilo has no…
PAL-18-HO-25Shipping a valuable batch · packaging, documents, insurance and customsconsequentialsubscription
Workshop, people and employment rules
- A bar-turning lathe breaks down in the middle of a series, the customer is waiting for his parts, and the owner finds…
- “Can you just re-sort the batch?” The sentence seems harmless and it ties up two people for days, during which nothing…
PAL-18-HO-27Rework, sorting or extra work · costing it before saying yes to the customerconsequentialsubscription - A machine has only one trained operator, or an apprentice arrives on a machine. In a bar-turning workshop, mastery of a…
PAL-18-HO-28Qualification of operators and apprentices · skills matrix and hazardous workhigh-stakessubscription - A pay inspection is announced, an employee claims unpaid hours, or a hire raises the question of what the workshop must…
- The price does not work, the lead time is untenable, or the part is not in your trade. Refusing takes five minutes…
Garage & automotive 30 prompts
The estimate, the shop, the warranty.
Reception, work orders and quotes
- Four deliverables. (1) The call sheet · eight questions at most; data already supplied is not asked again · numbered…
- The technician has dismantled and finds work the quote did not cover. The adviser must ring the customer, get their…
- A customer leaves the keys at the counter. What is written at that moment, or left out, will be used weeks later in a…
- The customer wants an order of magnitude before accepting the diagnosis: “roughly how much?”. The adviser risks…
- The technician has measured wear that affects braking, steering, or a suspension link, and the customer refuses to…
Invoice, warranty and used cars
- A customer arrives with wider wheels, a lowering kit, a sport exhaust, or a tow bar they have already bought, and asks…
- The vehicle is ready and the invoice comes out of the workshop software as one line of labour and a total. The customer…
- The customer refuses to pay the invoice, leaves an angry message, or writes that they are “going to a solicitor”. The…
- “You changed the pump six months ago, it has died again, it is under warranty.” The service adviser must answer at the…
- The garage is about to sell a used vehicle to a private buyer: a trade in, a manager’s car, an import. The salesperson…
Sales, handover and customers
- The garage’s salesperson must put online a used car that came in the day before, with its check in sheet, an inspection…
- A buyer rings or writes a few weeks after delivery: “the gearbox is grinding, it is under warranty”. The reflex is to…
- A customer wants to buy a car from the garage and leave theirs in part exchange, and expects a figure immediately…
- A customer leaves their car for repair and drives off in the garage’s courtesy car. They return it with a marked bumper…
- The vehicle is ready, the customer comes to collect it at the end of the day and wants to leave straight away. This…
Personal data and high voltage
- The owner of a garage changes the workshop software, or a customer asks what the garage keeps about them. The garage…
- A mechanic hands a medical certificate to the foreman, who photographs it and sends it to the group chat. Or a digital…
- A workshop computer has disappeared, a customer file went to the wrong address, or ransomware blocks the workshop…
- A customer, often in a dispute over an invoice or a warranty, writes to the garage to ask for everything it holds about…
- An electric or hybrid vehicle comes in for what looks like tyres or bodywork. Nobody knows exactly who may isolate it…
Team, pay rules and payments
- The owner opens a second site or hires a service manager and a salesperson, and no longer knows which rules apply to…
- The owner hires a technician or a workshop helper. Last year’s template carries neither the right pay basis nor the…
- It is month end before payroll, or December: several technicians have positive balances dragging on, another a negative…
- A breakdown or on call service has to be organised for a busy period, such as winter or holiday weekends. Last year’s…
- An invoice went out weeks ago and nothing has come in. The garage hesitates between chasing and upsetting a loyal…
Apprentices, loyalty and inspection
- The owner or the trainer takes on an apprentice at the start of the year, or reaches the end of a term with no record…
PAL-22-GA-26Apprentice technician · training plan, tasks, and progress reviewconsequentialsubscription - At the start of the month, the aftersales manager or the owner knows that vehicles are coming due for service, seasonal…
- On a Saturday night a one star review lands on the garage’s listing: “crooks, bill doubled, avoid”. The owner wants to…
- The foreman or the owner draws up the week’s schedule and puts the apprentice, under eighteen, on a night breakdown, a…
- A letter arrives announcing an inspection of the garage, by the pay compliance team, the safety regulator, or the labor…
Transport & logistics 30 prompts
The price per kilometer, the load, the deadline.
Offers, prices and customer contracts
- Start with a status line · what is priced, what is missing, and which text or record to attach so that the offer is…
PAL-20-TL-01Haulage offer for a regular route · what is included, what is not, and the conditions under which the price holdshigh-stakesopen · no account - A customer asks for a discount, a new vehicle arrives, or a route loses money and nobody knows why. Many companies sell…
PAL-20-TL-02Vehicle cost price · cost per hour and per mile before setting a priceconsequentialsubscription - A contract is signed for a year at a fixed price while fuel moves, or a customer contests the surcharge billed because…
PAL-20-TL-03Fuel indexation clause · drafting it, then applying it in a haulage contracthigh-stakessubscription - A manufacturer or a retail chain puts its distribution out to tender and sends a specification of several dozen pages…
PAL-20-TL-04Shipper’s tender · analysing the specification, pricing and answering while limiting the riskshigh-stakessubscription - A customer entrusts you with its stock to store, pick and ship, and sends its own draft contract to sign. The day of…
PAL-20-TL-06Logistics services contract · warehousing, order picking and sharing of responsibilitieshigh-stakessubscription
Drivers · hiring, pay and liability
- The company hires a driver, or updates old contracts, and wonders which rules really apply. Last year’s contract says…
PAL-20-TL-05Driver’s employment contract · terms of employment, pay, supplements and continuing traininghigh-stakessubscription - Month end in a haulage company. The record of hours must be given to each driver, or a driver disputes hours or pay and…
- A driver damages a vehicle or goods, and the owner wants to know what can be deducted from wages. Time matters from the…
PAL-20-TL-14Damage caused by a driver · notification, written reservation and deduction from payhigh-stakessubscription - Drivers are scarce and a candidate shows up to start the following week. The owner or operations manager wants to hire…
- A customer asks for night or Sunday deliveries, or the company must organise winter on-call cover. The operations…
PAL-20-TL-21Night, Sunday and on-call work of the driver · premiums, rest and local rulesconsequentialsubscription
Routes, driving times and inspections
- A new customer is added to a round that already overflows, or an old round has never been revisited: a stop was added…
PAL-20-TL-07Route plan · building and checking a delivery area against driving timesconsequentialsubscription - A driver calls in sick the night before and tomorrow’s round must leave. The schedule lives in a table and in the…
PAL-20-TL-08Driver schedule · assigning and replacing an absence without breaking the restconsequentialsubscription - The download deadline is near or an inspection at the company is announced, and nobody has reread the data. You have…
PAL-20-TL-09Tachograph and logging device · downloading the data, analysing driving and rest times, corrective measureshigh-stakessubscription - The driver comes back from a roadside check with a form in hand, or the company receives a few weeks later a penalty…
PAL-20-TL-16Reply after an inspection · read the document received, respond, decide whether to contestconsequentialsubscription - A customer asks for a pickup that fits neither the driving times nor the rest of the available driver. Refusing on the…
PAL-20-TL-30A run that breaks the rules · refuse or move it and keep the customerroutinesubscription
Safety, loading and qualifications
- A pallet slides in a bend, or a load exceeds the permitted weight at the weighbridge. The driver answers at the…
PAL-20-TL-10Pre-departure check · load securing, load distribution and overloadhigh-stakessubscription - A customer asks to take solvent, lithium batteries or a gas cylinder with the rest of the load. The owner or operations…
PAL-20-TL-12Dangerous goods · what is organised before loading the first packagehigh-stakessubscription - The phone rings at seven o’clock · a company vehicle is involved in an accident. The driver is in shock, the goods may…
PAL-20-TL-13Accident involving a company vehicle · the protocol for the first hoursconsequentialsubscription - A certificate or dangerous goods permit expires unnoticed the evening before a departure or an inspection, and the…
- A new warehouse employee climbs onto a truck, or an inspection asks for the certificates. The warehouse or operations…
PAL-20-TL-20Forklift training · operator certificate and limits for young workersroutinesubscription
Company · licence, road charges, data and succession
- A unit installed to know where the lorries are produces histories that the owner wants to use against a driver. Before…
PAL-20-TL-15Geolocation and telematics · rules of use and information to drivershigh-stakessubscription - The transport manager announces departure, or the company prepares a check of its licence. The director does not know…
PAL-20-TL-24Operator licence · transport manager, conditions and periodic checkhigh-stakessubscription - The peak arrives, you call another haulier, and its truck leaves the next day with nothing written. The company has…
PAL-20-TL-27Chartering another haulier · the written frame before the first triphigh-stakessubscription - The monthly statement of road charges arrives and is paid, because nobody knows how to check weights or distances. Yet…
- The company takes on its first apprentice, truck or warehouse, and must organise training without breaking the rules…
PAL-20-TL-29Apprentice driver or warehouse trainee · training plan and limits for young workershigh-stakessubscription
Goods, claims and disputes
- The driver is in a hurry, the paperwork is signed to avoid holding him up, and in the afternoon crushed pallets are…
- At the dock, a consignor gives an incomplete or verbal order and the driver must leave. The dispatcher does not know…
PAL-20-TL-22Consignment note · particulars to obtain from the consignor before departureroutinesubscription - A customer writes that it waited the whole morning and that its line stopped. The manager must reply fast without…
- The company is about to sign a large contract, or an insurer’s refusal reveals a narrower cover than expected. The…
- A customer writes that its goods arrived damaged, or never arrived, and claims reimbursement. This is the file in which…
Artisan Food Producer 30 prompts
Produce, label, sell, inspect.
Hiring and pay
- Begin with a status line · the country and state, the law applied, the edition of the minimum wage read, then the list…
PAL-29-AL-01Bakery employment contract · pay floor, status and written termsconsequentialopen · no account - You are hiring a butcher or a butchery counter assistant, paid by the hour or on a salary. Your template does not state…
- End of the month: an employee of the bakehouse or the butchery disputes the pay statement, or you are preparing the…
PAL-29-AL-03Pay statement check · overtime, premiums and holiday made readableconsequentialsubscription - An employee resigns, or you dismiss them, and you must close the file properly. You do not know what you owe at the end…
- HMRC, the labor department or another authority announces a check of pay, hours and employment records. You have a few…
Working time
- The head of the bakehouse redoes the team’s schedule for the next two weeks, brings in an apprentice or a newcomer and…
- The owner of a butchery and charcuterie redoes the week’s schedule with delivery, cutting and sales, and must know how…
- The bakery shop opens on a Sunday or a public holiday and an assistant has to work. The owner wants to know whether…
- The bakery or butchery keeps its hours on loose sheets and an inspector may ask for the record. The owner wants a…
- At year end or when an employee leaves, the team’s hours balances pile up. The owner wants to know what is compensated…
Apprentices and safety
- The owner of a bakery, pastry shop or butchery is taking on an apprentice. They reused last year’s paper without…
- An apprentice or young employee under 18 is joining the bakehouse or the butchery, or the owner is redoing their…
- Start of the term in a bakery or butchery that trains an apprentice. The owner must spread the training tasks, allow…
- A baker or butcher wants to train a first apprentice, or the business’s trainer is leaving. They do not know whether…
PAL-29-AL-14Supervisor and capacity to train · what the standard or program requireshigh-stakessubscription - An employee was hurt, there was a near miss at the dough sheeter or the bandsaw, a new machine is arriving, or a worker…
Hygiene and consumer information
- The owner of a bakery, pastry shop or butcher shop opens new premises, changes workshop, or realises that the hygiene…
PAL-29-AL-16Food safety management file · hazards, critical points and recordshigh-stakessubscription - The local authority or the health department announces a visit, or the owner receives a report with findings to handle.…
PAL-29-AL-17Official inspection · preparing the visit and answering the reportconsequentialsubscription - The owner launches a fruit cake, a sausage or a praline meant for the shelf, a market stall or a reseller. The draft…
- A shop assistant is asked at the counter by a customer whether the tart or the bread contains tree nuts or sesame. The…
- A supplier reports a doubtful batch, or a customer comes back with a foreign body, or the label of a product already…
PAL-29-AL-20Product withdrawal or recall · decision, announcement and follow-upconsequentialsubscription
Production, prices and clients
- The owner of a butcher shop and charcuterie receives carcasses or cuts several times a week. Delivery notes pile up in…
- The owner of a bakery-pastry shop or a butcher shop receives a flour, cocoa or energy invoice higher than the previous…
- The owner of a bakery, a chocolate maker or a butcher shop wants to write ‘local’, ‘from the region’ or a country on a…
PAL-29-AL-23Provenance and origin · what can be written on a product or at the counterconsequentialsubscription - A customer asks a bakery-pastry shop or a butcher shop for a buffet, a corporate reception or a family party. The owner…
- The owner of a bakery or a butcher shop wants to supply a restaurant, a care home or a school canteen, or to renew a…
PAL-29-AL-25Offer to restaurants, care homes and schools · prices, delivery and traceabilityconsequentialsubscription
Management and controls
- A customer comes back to the counter with a partly eaten product, a photo or a till receipt, because they found a piece…
- A restaurant, a care home or a company that receives deliveries of bread, pastries or meat does not pay its invoice…
- An owner baker, pastry cook or butcher considers a second shop or a kiosk, and the landlord offers a lease. They…
- An owner baker, pastry cook or butcher is nearing retirement. A child or an employee wants to take over, or they are…
- The oven or the dough sheeter breaks down, or a supplier offers a better performing machine. The owner has two or three…
Winegrowing 30 prompts
Grow, vinify, label, sell.
Hiring and contracts
- Start with a status line · country and state, the texts applied with their date, the pay rate read with its date, then…
PAL-31-VI-01Vineyard worker contract · written particulars for your countryhigh-stakesopen · no account - The harvest is coming and you are recruiting the crew, some from the area, others from abroad. You need written terms…
- New rates have come into force, or the year is starting, and you are about to pay the next period. You want to know…
- You entrust a vineyard to a third party who farms it, or a grower contract is about to expire and must be renewed. The…
PAL-31-VI-04Vineyard management or grape growing contract · who farms the vineshigh-stakessubscription - A candidate from abroad wants to work for you and you do not know where to start. You need to know which route exists…
Working time and housing
- The estate head has set the picking dates and the crew arrives in a few days. They want a schedule by team and by…
- It is the end of the month in the middle of the season. Hours are noted on loose sheets, on the backs of weighing…
- The harvest is over and several employees have extra hours. What the law and the contract say decides whether you owe…
- A student of sixteen or seventeen turns up for the harvest. The head wants to hire them but does not know which tasks…
- The head has an outbuilding or an empty flat and wants to house a few harvesters there before they arrive. They must…
Safety and protection
- The estate head has just taken on staff, or a narrow escape has shaken them, or their insurer demands proof of a safety…
- The harvest is coming and seasonal workers are about to enter the cellar for the first time. The cellar master knows…
- A new driver, or a new machine, arrives before the canopy work, and the parcels of the estate are steep. The driving…
- An employee or an apprentice who does not hold the certificate must spray the vines for the first time. The certified…
- An employee is hurt in the vineyard or in the cellar, and the estate head must act the same day, in shock. The facts…
Harvest, cellar and inspections
- The harvest is over and the regulator announces a visit, or the winemaker simply wants to know where things stand…
- The winegrower buys or leases a vineyard, grubs up a row, replants, or changes variety. The records must follow…
- A notice announces the visit of the wine regulator. The winegrower has records, tanks, and bottles, but nothing says…
- The grapes arrive at the cellar, pass from tank to tank, then into bottle. Each step is noted in a notebook, a…
- A letter from an inspectorate arrives, or an employee complains. The owner must show contracts, hours, pay statements…
Sales and export
- Your cuvée has just been bottled, or a wine merchant asks for a sheet for their selection. You have the laboratory…
- In spring or autumn, when the wine lists are redone, you write to your restaurateurs and wine merchants. Today it is…
- A new cuvée goes to print. The printer is waiting for your approval, and you are not sure that every statement is in…
- An importer or a private customer abroad asks for your wines, and it is your first shipment outside your country. You…
- Before the annual price list comes out, you take last year’s again, cuvée by cuvée. A reseller sells one of your…
PAL-31-VI-25Annual price list · consistency between the tasting room and resellersconsequentialsubscription
Management, training and data
- The manager of the estate prepares the next season at the end of the year. They know that costs fall throughout the…
- The manager wants to build or extend the cellar, buy a press, or plant a new vineyard. They have a meeting with their…
- The manager approaches retirement or wants to pass the estate to a child or to a successor. They have a balance sheet…
- The manager handles seasonal workers’ files at every harvest, a customer file of the tasting room with addresses and…
- The manager decides to take on an apprentice for the next intake, often months ahead. They have the training standard…
Construction & Real Estate 210 prompts
Estimate, authorize, manage, hand over.
Architects & civil engineers 30 prompts
The engagement, the permit, the site.
Scoping and contracting the commission
- (1) Header · project, client, date and place, people present with their role, status of the meeting; (2) The need…
- An owner asks you whether they can build, extend or add a floor on their plot, and they want an answer before…
PAL-21-AR-02Plot feasibility · what the rules allow, what remains to be checkedhigh-stakessubscription - A client approaches your firm, or you are applying to a tender, and you have to present yourself in a few pages. The…
- A client asks you for a fee proposal, or sends you a contract to sign. Most disputes between a firm and its client are…
PAL-21-AR-04Appointment contract and fee proposal · the scope of services, and what is not in ithigh-stakessubscription - The client asks for a variant in a meeting. The project manager answers "we’ll look into it", the team spends several…
PAL-21-AR-05Additional service · the written change order before you carry it outhigh-stakessubscription
Pricing, invoicing and winning commissions
- The client asks very early how much the project will cost. The figure dropped in a meeting becomes their reference…
- A fee invoice has been overdue for weeks, or the project is ending and the firm has to settle up. It hesitates to chase…
PAL-21-AR-07Unpaid fees · final account, reminder, formal notice and suspension of servicesroutinesubscription - A public contracting authority publishes a tender for an architect’s or engineer’s commission, or notifies its award…
PAL-21-AR-08Public procurement of services · procedure, award criteria and what follows a decisionhigh-stakessubscription - A competition is published and the firm hesitates to commit weeks of unbilled work. The brief is long, the rules refer…
PAL-21-AR-09Design competition · reading the brief, anonymity and submission itemshigh-stakessubscription - A client asks for a price for the commission, often against competitors. The firm copies an old table, forgets the…
PAL-21-AR-10Fee proposal · calculation method, rates by category and assumptionshigh-stakessubscription
Coordinating, planning, obtaining the permit
- A firm’s project manager has a structural engineer, an MEP engineer, a surveyor and a building physicist to hand…
PAL-21-AR-11Coordination of specialists · who produces what, by when, on what basishigh-stakessubscription - A contractor has poured or ordered on an outdated drawing, or two versions of the same drawing circulate between the…
- The file is about to be submitted to the local planning authority and the building control body in the UK, or to the…
PAL-21-AR-13Building permit application · the list of documents, before submissionhigh-stakessubscription - The client receives an objection from a neighbour or another third party against their project, or notice of a hearing…
PAL-21-AR-14Third-party objection · the response to the authority, point by pointconsequentialsubscription - The client asks for a calendar, or a date slips and you have to say whose delay it is and what it entails. The project…
Tenders, site works and contractor control
- A refurbishment or demolition is decided on an old building, and nobody has yet written down who checks for asbestos or…
PAL-21-AR-16Asbestos and hazardous substances · what is done before touching the existing buildinghigh-stakessubscription - The contractors’ bids for a package have come in, the cheapest stands out and the client expects a recommendation. The…
- A site meeting has just been held, with the contractors around the table, decisions spoken aloud and items left open.…
- A contractor departs from the bill of quantities, works from an outdated drawing or falls behind the programme. The…
PAL-21-AR-19Execution deviation or contractor delay · the written record, the same dayconsequentialsubscription - A contractor sends a progress claim, a daywork sheet or an invoice, and the client expects the practice to say what to…
PAL-21-AR-20Contractor invoices · progress claim, daywork and extras before paymenthigh-stakessubscription
Costs, handover, defects and liability
- The updated estimate or an award has just exceeded the budget approved by the client. The practice’s reflex is to wait…
- The handover of a package or of the works is scheduled, or has just taken place. The site manager wants to arrive with…
PAL-21-AR-22Handover of the works · defects list, notice of defects and time limits that start that dayconsequentialsubscription - A crack, a leak or an execution defect, and a letter arrives: the client holds the practice responsible. The partner…
PAL-21-AR-23The practice held to account · the file of facts, the insurer, and what is not writtenconsequentialsubscription - The works are ending and the client expects its documentation. The team is already moving on to the next project, and…
PAL-21-AR-24As built file · the handover to the operator and the list of missing documentsconsequentialsubscription - The client wants to take over the drawings, alter them or change practice, thinking it owns them since it paid for…
PAL-21-AR-25Copyright in drawings and in the design · what the client can do with themconsequentialsubscription
Running the practice · staff, safety, data
- A partner receives an attractive new appointment and must answer within the week on the lead time and the team, while…
PAL-21-AR-26The practice’s workload plan · what can be promised without lyinghigh-stakessubscription - After a delivery peak, a technologist asks to be paid for overtime, and the partner knows neither which rules apply to…
PAL-21-AR-27The practice’s working time · overtime, pay and the rules that applyhigh-stakessubscription - A site is being prepared, or an incident has just happened there, and the site manager wonders what to plan, observe…
PAL-21-AR-28Safety on site · what the consultant must do, and what it must nothigh-stakessubscription - An employee has uploaded a competition brief to an online tool to write faster, another has pasted in an appointment…
- The practice has chosen an architectural assistant, a technologist or an engineer and must offer a pay package and a…
Site Supervisor 30 prompts
Plan, coordinate, hand over.
Plan and run
- Start with a status line · the completion date retained, the number of packages, the durations still to confirm. (1)…
PAL-07-CT-01Site Backward Schedule · critical path and float before work startsconsequentialopen · no account - The weekly site meeting has just ended and the design team has not yet sent its minutes. The site manager has loose…
- The contract is awarded and a package must be given to a subcontractor. The site manager has the quantity take-off, the…
PAL-07-CT-03Request for Quotation to a Subcontractor · scope, lead times, and required documentsconsequentialsubscription - Three to five quotes have come in for a package and the award decision must be made. The site manager has the quotes as…
- It is month end and management asks where costs and time stand. The site manager has the initial budget by item, the…
PAL-07-CT-05Site Budget Tracking · variance, cost to complete, and comment for managementhigh-stakessubscription
Secure and hand over
- The site opens soon. The building permit sets conditions (noise, hours, use of the public highway), the crane must be…
- The works contract is signed and the works are about to start, or the inspector asks for the plan. The site manager has…
- Every week, or after a near miss, the site manager walks the site with notes and photos. The result is a clean walk…
- The company’s works are finished. The design team or contract administrator will issue the completion certificate, but…
PAL-07-CT-09Request for Practical or Substantial Completion · the company’s side of the snag meetinghigh-stakessubscription - The completion certificate is issued with a snagging list (punch list in the US). The site manager must get them…
Protect the company
- The site manager receives from the design team, by phone or email, the request for a change that falls outside the…
PAL-07-CT-11Change Order Quotation · a priced variation before carrying it outhigh-stakessubscription - A worker falls from scaffolding, a load drops from a crane, or an excavator hits a pipe : the site manager must write…
PAL-07-CT-12Site Incident Report · established facts, causes, and corrective measureshigh-stakessubscription - The design team imposes a method, a material, or a drawing that the site manager judges risky, or the ground does not…
PAL-07-CT-13Formal Warning to the Client · an order, drawing, or ground condition that risks a defectroutinesubscription - An inspector from the Health and Safety Executive, HMRC, or the Home Office (UK), or from OSHA, the Department of…
- A concrete pour, a delivery, or a delay forces the site manager to consider an unusual schedule : Saturday, evening…
PAL-07-CT-15Weekend or Night Work · consents, pay and limits before catching up a delayhigh-stakessubscription
Invoice, record, conclude
- It is month end, and the client only pays an application that its consultant (quantity surveyor or contract…
PAL-07-CT-16Monthly interim payment application · measurement, amount to invoice and supporting documentshigh-stakessubscription - The site manager opens an excavation or reaches the reinforcement, and the ground, an anchor or a dimension does not…
PAL-07-CT-17Non-conformity record · site conditions differ from the construction drawingconsequentialsubscription - A tender file arrives, and management waits for the site manager’s opinion before deciding whether the company bids.…
- A subcontractor has fallen behind or delivers non-conforming work, the second reminder went unanswered and the site…
PAL-07-CT-19Putting a late or defective subcontractor back on track · a firm, traceable letterconsequentialsubscription - The project has been handed over and management wants to know what it really earned before closing it. The site manager…
PAL-07-CT-20End of project review · real margin, overruns, lessons and deadlines still openhigh-stakessubscription
Delays, risks, quality
- The project is several weeks late because of bad weather, late drawings or ground that differs from the survey, and the…
PAL-07-CT-21Claim for extension of time and extra cost · a proven file, fact by factconsequentialsubscription - A subcontractor announces crews for Monday, some of them agency workers or sole traders, sometimes under a name other…
PAL-07-CT-22Subcontractor and Labour Checks · documents and status before they enter the sitehigh-stakessubscription - The excavator hooks an unrecorded pipe or a suspect material appears in a slab or in the soil. Under pressure, three…
PAL-07-CT-23Unexpected discovery on site · stop, calls in order and written restartconsequentialsubscription - Waterproofing, reinforcement or a duct is about to be covered, and the contract administrator or architect has not been…
PAL-07-CT-24Quality control plan · hold points to announce before covering uphigh-stakessubscription - The contract administrator or architect asks for the documents before handover, and half of them are with…
Launch and coordinate
- The works contract is signed and the project starts in the next few days. The site manager knows that everything that…
- The site manager or foreman fills in the diary at the end of the day, tired. Months later, a claim, a dispute about a…
- An answer from the architect or the engineer is missing and the site is approaching the moment when it will become…
PAL-07-CT-28Technical query to the architect or engineer · getting an answer without stopping the siteroutinesubscription - An employee, an agency worker or a subcontractor arrives on site tomorrow. The foreman will run the induction in the…
PAL-07-CT-29Safety induction for a new arrival · rules specific to the siteconsequentialsubscription - In the evening, the site manager must tell the crews and the companies what happens tomorrow: who works where, what is…
PAL-07-CT-30Next day coordination message · who is where, deliveries and no go zonesroutinesubscription
Building Tradesperson 30 prompts
Quote accurately, do the work, get paid.
Sell, invoice, schedule
- (1) A status line: the data taken into account, the questions asked (three at most) and the boxes left empty. (2) The…
PAL-09-AB-01Quote for a private client · price, scope, validity and signatureconsequentialopen · no account - A message or a call arrives while the tradesperson is on another job. A prospect left unanswered goes to the…
- At the end of the job or call-out, the tradesperson must invoice before forgetting an item. They have the signed quote…
PAL-09-AB-03Invoice after a job or call-out · mandatory details, deposits and matching to the quoteroutinesubscription - An invoice has been overdue for a few days and the client does not react. The tradesperson wants to be paid without…
PAL-09-AB-04Friendly payment reminder · keep the client and date the deadlineconsequentialsubscription - On Friday or Sunday evening, the owner assigns the crew for the following week: several sites, deliveries, emergencies…
Prepare the job
- The quote is signed and the owner or the foreman orders the materials from the merchant, or the pallet arrives on site…
- The day before the first appointment at a homeowner’s house, the tradesperson wants to know what to ask, what to…
PAL-09-AB-07Visit to the client · framework of questions and findings before the quoteconsequentialsubscription - The tradesperson has to renovate an older building and comes across a ceiling, a floor, an adhesive, a render or old…
PAL-09-AB-08Older building · asbestos and lead paint before touching the substrateroutinesubscription - Before opening a job, especially at height, or the day the insurer or the inspector asks what was planned, the owner…
PAL-09-AB-09Job site safety · competent person, falls, scaffolding and helmetconsequentialsubscription - The tradesperson is on site with their measurements and wants to price without going back to the office. This prompt…
PAL-09-AB-10Material quantities · quick estimate from the surfaces measuredconsequentialsubscription
Frame and hand over at the client’s
- A client calls you after water damage or a light fire. You secure the site the same day, then the insurer, the loss…
PAL-09-AB-11Loss at a client’s home · insurer file, emergency securing kept apart from reinstatementroutinesubscription - The homeowner has accepted your quote and it has to be formalised, or they hand you their own terms, or your old…
PAL-09-AB-12Works contract with a private client · price, deadlines, warranty and acceptance under the law in forcehigh-stakessubscription - You are back from visiting a job that involves several trades or several stages. The quote, the contract and later the…
PAL-09-AB-13Job description · work included and excluded, starting assumptions, basis of the quote and of handoverhigh-stakessubscription - Last day of the job at a private client’s. You need minutes the client signs on the spot: work delivered, defects…
PAL-09-AB-14Handover of the work at a private client’s · dated and signed minutes, with or without snagshigh-stakessubscription - Handover is signed with three touch-ups to do on agreed dates, sometimes by a subcontractor. A forgotten touch-up…
PAL-09-AB-15Snag list after handover · follow-up of touch-ups, proof of completion and signed closureroutinesubscription
Agreements, inspections and management
- The owner gets a call on Friday evening (open roof, water damage, installation down) and has to decide whether to send…
- The owner wins a first job in another state or on a public contract, adds an activity or hires a first employee, and no…
PAL-09-AB-17Pay rules that apply · law, contract and any industry or union agreementconsequentialsubscription - A letter arrives from HMRC in the UK, or from the Department of Labor or the state labour department in the US, asking…
- During a job, the tiler finds that the base supplied by the client is unusable, rain stops the facade work, the…
PAL-09-AB-19Site note · incident, delay, defective base and written notice to the clientconsequentialsubscription - End of quarter: the owner has the sales ledger, the open invoices and the hours logged, but does not know which jobs…
PAL-09-AB-20Quarterly review · margin per job, quote against actual, open receivableshigh-stakessubscription
Money, disputes and accidents
- The owner has sent the invoice, then two friendly reminders, and the client no longer answers or promises “next week”.…
PAL-09-AB-21Unpaid invoice · formal demand and, where the state provides one, the mechanic’s lienconsequentialsubscription - A worker falls from a ladder, cuts themselves with a grinder, or a near miss stops the site. Within the hour, you give…
PAL-09-AB-22Accident or near miss on a site · finding, reporting and follow uphigh-stakessubscription - Eight months after the end of the job, a message from the client · “it is coming loose”. The reflex is to promise to…
PAL-09-AB-23Defect reported after handover · examination, reply to the client and follow uphigh-stakessubscription - The client says “while you are at it” or, on opening a wall, you find a base that needs redoing. The owner is on site…
- The owner takes over the previous owner’s hourly rate or matches the neighbouring competitor, and does not know what it…
Team, fellow trades and clients
- The owner of a small building business has given their word to a worker or an apprentice who starts on Monday. Between…
PAL-09-AB-26Hiring a first employee or an apprentice · the checklist before day onehigh-stakessubscription - The owner is overloaded and entrusts the fitting of a package to a fellow tradesman on a handshake. If the work is…
PAL-09-AB-27Subcontracting a package to a fellow tradesman · written agreement and liabilityconsequentialsubscription - The quote went out several weeks ago after the visit, and the client has said nothing. The owner does not dare to…
- Before the skip is delivered or at each removal, the owner wants a sheet that the crew read standing up, with gloves…
- The day before a visit to a private client, the owner or the office wants to avoid a crew travelling for nothing…
PAL-09-AB-30Confirmation the day before the visit · access, cleared room and presenceroutinesubscription
Real Estate Agent 30 prompts
Win the listing, sell, close.
Winning and defending the mandate
- The agent has an appointment at the home of an owner who is torn between three agencies, or must put a figure on a…
PAL-06-IM-01Property valuation · price range, method and limits of the opinion of valuehigh-stakessubscription - The agent has handed a valuation to the owner and the signing meeting is set at the owner’s home, or the seller asked…
PAL-06-IM-11Mandate letter · exclusivity proposal with justified price and written conditionshigh-stakessubscription - The seller hesitates before signing, because the seller thinks that with several agencies the property will sell…
PAL-06-IM-14Exclusive or non exclusive mandate · argument for a hesitant sellerconsequentialsubscription - The property has been online for weeks and nobody has made a serious offer. The seller is getting impatient and the…
PAL-06-IM-16A listing that won’t sell · diagnosing the causes and a corrective planconsequentialsubscription - The agency agreement reaches its end, or the owner wants to end it early, often feeling that nothing has happened. The…
PAL-06-IM-25End of the agency agreement · termination, renewal and fee if the sale closes afterwardshigh-stakessubscription
Preparing the property and the listing
- The mandate is signed and the property must be online this week. The agent has the sheet validated by the owner and the…
PAL-06-IM-02Property advert · accurate text, free of empty superlatives, for the portalsroutinesubscription - The agency has just been instructed and the owner has given, in good faith, the area, the year of construction, the…
- An owner puts their flat or unit up for sale and the buyer, or their lender, asks for the building documents. The agent…
PAL-06-IM-22Sale of a flat or unit in a managed building · lease or declaration, charges, reserve fund and workshigh-stakessubscription - The owner mentions a leak fixed two years ago, a crack under observation or a heating system at the end of its life.…
PAL-06-IM-24Known defect in the property · what to disclose and how to write it to the buyerroutinesubscription - The photographer comes on Thursday morning, two hours on site, at the home of owners who are still living there.…
PAL-06-IM-28Photos and virtual tour · brief to the photographer and preparing the propertyroutinesubscription
Viewings, pricing and negotiation
- The day before a viewing with a serious buyer, the agent wants to avoid a free wander. The agent knows the buyer’s…
- A few hours after a viewing, the seller expects news and the agent has notes. Feedback that is too rosy creates false…
- The seller has received your valuation and still wants to list the property above the range. You see or call the seller…
PAL-06-IM-06Asking price too high on the seller’s side · a reasoned answer without antagonisingconsequentialsubscription - A buyer writes to you or tells you the price is too high. You must answer without giving way in haste, without bluffing…
PAL-06-IM-07Asking price too high on the buyer’s side · an answer that holds the position and the relationshiproutinesubscription - The agent is preparing a valuation appointment in a area, or a seller or buyer challenges the price by citing the…
Prospecting and image
- One page letter: (1) agency letterhead and date; (2) subject; (3) three short paragraphs: the recent sale described…
PAL-06-IM-05Mailing to the owners of a neighbourhood · letter after a successful saleroutineopen · no account - You have just signed an exclusive mandate and the property must be launched. You want a day by day calendar for the…
- A serious buyer asks you for a file after the viewing. You have the validated property sheet, the photos and the plans.…
PAL-06-IM-09Property presentation file · sales book handed over after a viewinghigh-stakessubscription - The agent wants to become known in their area and improvises every week, between two viewings. This prompt delivers in…
PAL-06-IM-17The agent’s social networks · a 30-day calendar that is fair and free of client dataroutinesubscription - A review has just been posted on the agency’s Google listing, flattering, annoying or ambiguous. The agent feels the…
Offers, financing and closing
- A purchase offer has just arrived on the property you are marketing and the seller must decide. You want to hand over a…
PAL-06-IM-10Offer received · negotiation summary for the seller, loyalty and commissionconsequentialsubscription - A completion (UK) or closing (US) date is approaching. The agent has the draft contract sent by the conveyancer or the…
PAL-06-IM-15Closing · preparing the documents for seller, buyer and conveyancer or closing agenthigh-stakessubscription - An offer arrives. The seller wants to accept it and the agency is about to suspend viewings. If the financing does not…
PAL-06-IM-23Purchase offer received · checking the financing before taking the property off the markethigh-stakessubscription - Three offers arrive in three days on the same house. The seller looks at the highest amount and wants to reply tonight.…
PAL-06-IM-27Several offers on the same property · an objective comparison for the sellerconsequentialsubscription - A buyer living in another country puts in an offer on a holiday flat, or a company controlled from abroad wants to buy…
PAL-06-IM-30Overseas buyer · source of funds, enhanced due diligence and legal flags before accepting the offerhigh-stakessubscription
Follow-up, compliance and oversight
- The manager of an agency, or the independent agent, is not sure whether the agency falls under the anti money…
PAL-06-IM-12Agency and anti money laundering rules · registration, risk assessment and controlsconsequentialsubscription - A property sale is under way: the buyer has made an offer and the parties want to proceed. In the UK an estate agent is…
PAL-06-IM-19Property sale · anti money laundering sheet, risk assessment and reporting decisionhigh-stakessubscription - At month end, the manager expects the review: how many mandates taken, viewings, offers, signatures. The evenings and…
PAL-06-IM-20Monthly report · the agent’s activity and real hours for the managerconsequentialsubscription - A rental unit becomes vacant and the applications pile up in the property manager’s inbox. The owner wants a name by…
PAL-06-IM-26Tenant applicant files · written criteria, documents allowed and refusalsroutinesubscription - The property has been online for a month, there has been no offer, and the owner has not heard from the agency. They…
PAL-06-IM-29Monthly update to the owner · mandate in progress, facts and decisionsconsequentialsubscription
Project Owner 30 prompts
Decide, commission, pay, take delivery.
Frame the project
- A department asks for premises, a lease is about to end or a building is aging, and the board or management wants a…
PAL-26-MO-01Opportunity study · whether to launch the project, which one, and why that oneconsequentialsubscription - A plot is under consideration and the decision maker wants to know whether it can be built on before paying for a brief…
PAL-26-MO-02Feasibility study · site, planning rules, easements, site constraints and the decision to go furtherhigh-stakessubscription - The need is settled and the Owner is about to commission a designer. The task is triggered by the collection of user…
PAL-26-MO-03Project brief · needs, areas, requirements and user agreement before any preliminary designhigh-stakessubscription - The brief is approved and the decision maker expects an amount to vote or to sign. The task is triggered by the…
PAL-26-MO-04Financial envelope · target cost, precision by phase, reserves and financing planconsequentialsubscription - Before calling the designers, the decision maker must say how the works will be commissioned. The task is triggered by…
PAL-26-MO-05Delivery method · separate trade packages, general contractor or total contractor, with the risks of each setupconsequentialsubscription
Organize and commission
- A council or city, a foundation or an institutional property owner launches a project it has neither the time nor all…
PAL-26-MO-06Owner’s representative · specification of what is bought, kept and forbiddenhigh-stakessubscription - The brief and the budget are approved, and the Owner must choose who will design the works without exposing itself to a…
PAL-26-MO-07Selecting the lead designer · competition, parallel design commissions or tender, procedure, criteria and juryconsequentialsubscription - The designer is chosen and hands over their draft contract. The Owner must know what is being bought before signing…
PAL-26-MO-08Design services contract · services ordered, phases, fees and overrun of the budgethigh-stakessubscription - A project brings together a decision maker, a day to day Owner, users, designers and soon contractors. Before the first…
PAL-26-MO-09Project organization · roles, decision paths and delegations of signaturehigh-stakessubscription - If a decisive piece of data is missing (the phase, the decisions expected or the dashboard), ask at most three targeted…
PAL-26-MO-10Owner’s meeting · agenda, numbered decisions and follow up of open pointsconsequentialopen · no account
Permit and approve
- The project is approved and the architect is preparing the drawings, but it is the Owner who applies, who signs and who…
PAL-26-MO-11Building permit application · documents by party, procedure schedule, conditions and validity of the permithigh-stakessubscription - The public notice period has closed and objections have arrived, or an appeal has just been lodged. The Owner must know…
PAL-26-MO-12Objections and appeals · analysis of the grievances, the Owner’s position and the effect on the scheduleconsequentialsubscription - The designer hands over the preliminary design or the design and asks for the Owner’s agreement to move to the next…
PAL-26-MO-13Approving a study phase · checks before approving the preliminary design or the designhigh-stakessubscription - The contracts are signed and the opening approaches. Some things weigh on the Owner itself and are forgotten until the…
PAL-26-MO-14Before the site opens · insurance, safety in the contracts, notifications and documents that are the Owner’s responsibilityhigh-stakessubscription - A department wants one more room, the authority imposes a condition or the estimate exceeds the budget. The project…
PAL-26-MO-15Changing the brief or the budget · written decision, effects and carry over into the contractshigh-stakessubscription
Award the works
- A council or city, a foundation or a publicly owned company has to build or renovate. Before publishing anything or…
PAL-26-MO-16Competitive tendering for the works · whether procurement rules apply, thresholds, type of procedure and splittinghigh-stakessubscription - The procedure has been chosen and publication is approaching. The consultant delivers the bill of quantities, the…
PAL-26-MO-17Tender file for works · participation conditions, award criteria, weighting and safetyhigh-stakessubscription - The bids are open. The consultant delivers a comparison; the Owner awards and will have to give reasons to the excluded…
PAL-26-MO-18Bid analysis and award report · reasoned decision, consistent with the published criteriaconsequentialsubscription - The award is decided, the contractor sends its draft contract with its general conditions, or the consultant proposes a…
PAL-26-MO-19Works contract · clauses the Owner sets, defect notices, guarantees, securities, safety and subcontractinghigh-stakessubscription - The award report is approved and the start date of the works is pressing. What remains is to notify the successful…
PAL-26-MO-20Notice of award · reasons, routes of appeal, standstill period then signaturehigh-stakessubscription
Run the site
- A council or city, a foundation or a private owner has a site under way. The contractors send their payment…
PAL-26-MO-21Project dashboard · costs, schedule, risks and decisions expected from the Ownerhigh-stakessubscription - A contractor’s payment application arrives on the Owner’s desk, with the visa of the site supervision. The Owner must…
PAL-26-MO-22Payment applications and invoices · what is paid, withheld and refused, with notices and lien rightshigh-stakessubscription - A contractor announces an extra cost during the works · an unforeseen service, a ground condition, a change arising…
PAL-26-MO-23Extra cost claimed by a contractor · decision, written order and variation to the contracthigh-stakessubscription - The contractor reports a suspect material in a slab or an adhesive, a dangerous installation or a pollution that no…
PAL-26-MO-24Unforeseen discovery on site · asbestos, PCBs, pollution, danger · the Owner’s decisionshigh-stakessubscription - The decision maker who voted the budget (council, executive, owner) wants to know where the project stands, or the…
PAL-26-MO-25Progress report to the decision maker · variance, causes, options and request for additional fundinghigh-stakessubscription
Hand over, guarantee, settle
- The contractor writes that the works are finished and asks for handover, often a few days before the building goes into…
PAL-26-MO-26Handover of the works · preparation, record, reservations or refusalhigh-stakessubscription - The contractor’s final account arrives on the Owner’s desk with a request for payment of the balance. The site is…
PAL-26-MO-27Final account · checking, retention, payment rights and payment of the balanceconsequentialsubscription - The asset has been handed over and the users want to move in, but nobody has checked that the building control…
PAL-26-MO-28Taking over the asset · permission to occupy, as built file and plan for the first yearhigh-stakessubscription - A few months after moving into the building, the operator reports a leak, a radiator that does not heat or a crack. The…
PAL-26-MO-29Guarantees after handover · defect notices, expiry dates and formal demandhigh-stakessubscription - A contractor does not start on the planned date, or slows down to the point where the end of the site becomes…
PAL-26-MO-30Delay or non performance by a contractor · finding, formal demand, replacement period and follow uphigh-stakessubscription
Electrical, Heating, Plumbing & Solar Installer 30 prompts
Quote, install, inspect, guarantee.
Electrical compliance
- (1) Status line · what is missing before sending. (2) Subject and recipient · the scheme, building control, authority…
PAL-30-IN-01Pre-job notification · building control, permit and network operator notice before electrical work startsconsequentialopen · no account - The job is finished, the testing is done, the owner is waiting for the handover and the invoice is blocked until the…
PAL-30-IN-02Completion certificate · final testing, test records and handover to the ownerconsequentialsubscription - At the start of the quarter, the office manager or the owner prepares the reminders. In the UK a landlord has a legal…
PAL-30-IN-03Periodic inspection · due dates by premises type and reminder letter to ownersroutinesubscription - A report or inspection notice arrives listing defects on an installation the firm built or maintains: coded…
PAL-30-IN-04Defect found at inspection · dated remedial plan and reply to the inspecting bodyconsequentialsubscription - A new hire, the departure of the responsible technical person, the arrival of an apprentice or the annual review of…
PAL-30-IN-05Competence and registration · responsible person, qualifications and supervision of apprenticesconsequentialsubscription
Solar and self-consumption
- The owner or the project manager comes back from the roof survey with the client’s electricity bills. They must price…
PAL-30-IN-06Solar PV offer · output, self-consumption and return on investmentconsequentialsubscription - Between the signed offer and commissioning, the technical secretary builds the file that lets the client be paid for…
PAL-30-IN-07Export tariff and incentive file · applications before and after commissioningconsequentialsubscription - A managing agent or a building owner asks for a solar offer before anything is installed. Unlike some countries…
PAL-30-IN-08Shared solar in multi-occupancy buildings · agreement between owner and tenantshigh-stakessubscription - The client asks for “a battery” with their solar offer. They have heard that it brings independence, but the saving…
- On the day of commissioning, or the day before, the crew leader must be sure that every step is done and that the…
PAL-30-IN-10Solar commissioning · acceptance checks, grid connection and client sheetconsequentialsubscription
Heating and heat pumps
- An owner’s boiler or furnace breaks down or approaches the end of its life. They ask what to replace it with. This…
PAL-30-IN-11Boiler or furnace replacement · written comparison of options for the ownerconsequentialsubscription - The owner wants to sign the quote. Most heating incentives require an application and sometimes a pre-approval before…
PAL-30-IN-12Heating incentives · application to file before signing the quoteconsequentialsubscription - The technician prepares the heat pump offer after visiting the building. The offer must show the sizing assumptions…
- On the delivery of a new installation and at each renewal, the firm offers a maintenance contract. The client needs to…
PAL-30-IN-14Annual maintenance contract · included and excluded services, leak checks and priceconsequentialsubscription - Before each intervention on a refrigerant circuit and at the commissioning of a heat pump or air conditioner, the firm…
PAL-30-IN-15Refrigerants · technician certification, equipment log and compliance checkconsequentialsubscription
Quotes and site work
- The evening before or after the site visit, the owner builds the quote. It must show materials, labour at the right…
- The architect sends the plans for an offer or an order. The estimator needs the quantities by room and by item, a…
PAL-30-IN-17Quantity takeoff and materials list · from the architect’s plansconsequentialsubscription - Each week, or as soon as a programme clash appears, the site lead must tell the architect and the other trades what is…
PAL-30-IN-18Site coordination · written update with the architect and the other tradesroutinesubscription - A supplier pushes back a delivery. The client or the main contractor must be told in writing: cause, new date, effect…
PAL-30-IN-19Delivery delay · notice to the client with new programme and consequenceshigh-stakessubscription - At the end of the job, the client and the firm meet for the handover. The firm must hold a record of what is accepted…
PAL-30-IN-20Practical completion · handover record, snag list and closeout filehigh-stakessubscription
Clients, contracts and disputes
- At night, at the weekend or in the middle of a working day, a client phones with a fault: a burning smell, a power cut…
PAL-30-IN-21Urgent call-out · telephone triage and safety instructions to the clientconsequentialsubscription - The client writes a few weeks or months after the end of the job. They report a defect, a poor finish or a fault. The…
- A client, a main contractor or a managing agent sends its contract or its conditions to sign. The owner has little time…
PAL-30-IN-23Contract received from a client or managing agent · clause review before signinghigh-stakessubscription - The client or the architect asks for a change in the middle of the job. The firm must describe it, price it and state…
- Before adopting software, an AI tool or vehicle tracking, the owner needs to know which data it handles, on what lawful…
Team, law and safety
- The owner plans the week and the on-call rota, or answers an inspection. The rota must respect rest periods, maximum…
PAL-30-IN-26Working hours and on-call · weekly rota that complies with the law and the agreementhigh-stakessubscription - At the end of the month, before payroll, the administrator or the owner has to calculate for each employee the hours…
- A new apprentice arrives, and before each job with risks the owner must know which tasks the apprentice may do, which…
- The site lead is about to start a refurbishment, or a drilling reveals a suspect material. Before anything is touched…
PAL-30-IN-29Refurbishment · asbestos, lead and live-work rules before the jobconsequentialsubscription - The owner hires, or changes the grading of an employee from the first of the year. The pay offer must meet the legal…
Property Management 30 prompts
Let, collect, maintain, report.
Rents
- Start with a status line · current rent, proposed rent, intended date of effect, notice period read in the text, risk…
- A tenant writes to the agency to dispute a rent increase. The manager holds the tenant’s letter, the lease or tenancy…
- A lease carries a clause that raises the rent each year by a price index, and the owner asks to apply it. The manager…
- A flat is to be let again, or a lease is to be renewed. In England a new letting has a free rent, but it must be…
- The owner has had a block refurbished (boilers, insulation, rewiring) and asks what the rent can recover. The manager…
End of tenancy and disputes
- A tenant has not paid rent despite reminders. The manager holds the lease or tenancy agreement, the payment record and…
- A tenant causes repeated nuisance, damages the home or breaks the tenancy despite warnings. The manager holds the…
- A landlord and tenant dispute has found no friendly solution: unpaid rent, a contested increase, damage after the…
- A tenant announces in writing that they will withhold rent until a defect is repaired, or has already done so. The…
- A tenant who has been told to leave asks for more time, or contests the notice and asks for time in the alternative.…
Letting, move-in and move-out
- An assistant must put a flat back on the market after a departure. The owner wants an attractive advert, the portal…
- A manager receives about fifteen applications after the viewings of a house. The owner wants “a tenant without trouble”…
- An assistant hands over a flat to a new tenant in a few days. The move-in report is the document brought out at the end…
- A manager takes back a flat at the end of a tenancy. He finds a scratched floor, a cracked window and a dirty hood…
- An assistant prepares the move-in of a tenant who brings a deposit, or must answer a former tenant who asks for it…
Service charges and life of the tenancy
- An accountant closes the year for a block of twelve flats. She holds the invoices for insurance, cleaning, lift and…
PAL-35-RG-16Service charge or assessment demand · breakdown and statement per ownerhigh-stakessubscription - A tenant owes rent and cannot pay it all at once. The manager holds the rent statement and what the tenant says about…
- A leaseholder disputes a service charge, or a tenant disputes deductions or fees. The manager holds the statement, the…
- A tenant asks to sublet the home, to hand the tenancy to someone else or to keep an animal. The manager holds the…
- Several tenants complain about the noise of another resident in the same building. The manager holds the complaints…
Building and works
- An owner wants to renovate a block of eight flats, with new kitchens, new windows and insulation. The manager holds the…
PAL-35-RG-21Renovation works · permits, safety standards, tenants and rent after workshigh-stakessubscription - An owner wants to sell a flat that is let. The manager holds the tenancy agreement, the rent record and the deposit.…
PAL-35-RG-22Sale of a let property · tenants in place, notices and disclosureshigh-stakessubscription - A block manager prepares the annual budget of a building: running costs, planned maintenance, repairs and a reserve for…
- A manager must re-tender the cleaning and caretaking of a block. She holds the current contract, the building’s needs…
- A water leak floods two flats at night, the plumber stops it in the morning and the ceiling of the flat below is wet.…
PAL-35-RG-25Damage in a building · urgent steps, insurer, tenants and ownerconsequentialsubscription
Management, associations and compliance
- A landlord wants to hand over the management of three flats to an agency. The agency holds its standard terms, the…
- Each month or each quarter, the manager sends the owner a statement of rents received, costs paid, fees and the balance…
- A manager prepares the annual meeting of the owners of a building. She holds the declaration or the lease, the list of…
- An agency keeps tenants’ identity documents, references, bank details, complaints and photographs. The manager holds…
- A new landlord asks the agency to manage a flat bought in the name of a company, with the rent to be paid to an account…
Consulting, finance & digital 210 prompts
Close the books, cover the risk, get found, verify the facts.
Fiduciaries & accounting firms 30 prompts
Close the accounts, file the returns, advise under professional secrecy.
Annual accounts and the owner’s decisions
- The year-end close for a client is finished and the review meeting is set for the coming days. The owner will not open…
PAL-16-FI-01Year-end review meeting · five points of attention for the business ownerroutinesubscription - The year’s accounts are closed. The client receives a balance sheet, an income statement and notes that they will not…
PAL-16-FI-09Annual accounts explained · a three-page reading for the owner, findings, causes and next stepsconsequentialsubscription - A profitable client runs short of cash at the end of the quarter, or is preparing a credit application. The engagement…
PAL-16-FI-10Twelve-month cash flow · commented plan, reading of solvency and actionable leversconsequentialsubscription - A client company must approve its accounts and decide on the result at its annual meeting or by resolution. The firm…
PAL-16-FI-14General meeting · notice, agenda and minutes in line with the articles of associationhigh-stakessubscription - A self-employed client asks whether to put the business into a company. The question looks tax-related and it is…
PAL-16-FI-15Sole trader or company · decision note on the self-employed person’s figureshigh-stakessubscription
Tax, VAT and audit of the accounts
- At the start of the year, the firm wants to tell each category of client what it expects and by when. In the middle of…
PAL-16-FI-02Documents expected from the client · yearly calendar and a sequence of graduated remindersroutinesubscription - A client’s annual reconciliation shows a gap between the revenue in the books and the revenue in the VAT or sales tax…
PAL-16-FI-11VAT or sales tax note · accounting method or gap between revenue booked and revenue declaredhigh-stakessubscription - Tax season, a stack of self-employed files and a temporary assistant who handles several a day. The partner wants a…
PAL-16-FI-12Self-employed tax return · file checklist (private use, pension, capital allowances or depreciation)consequentialsubscription - A client forwards a letter from the tax authority asking for explanations on a position, or announcing an adjustment.…
PAL-16-FI-13Reply to the tax authority · request for explanations or announced adjustmentroutinesubscription - A client’s accounts may have to be audited, or the shareholders or a lender ask for it. The firm also keeps the books…
PAL-16-FI-30Audit of a client company’s accounts · applicable regime, the firm’s independence and relationship with the auditorhigh-stakessubscription
The firm itself · AML, data, team
- A client sends a security questionnaire, or an employee has pasted a trial balance into a tool the firm does not…
PAL-16-FI-03Artificial intelligence at the firm · usage rule and anonymising client dataconsequentialsubscription - A transaction at a client does not fit what the firm knows of it. Whether the firm reports or closes, only a dated note…
PAL-16-FI-16Unusual transaction at a client · clarification, internal report and decision whether to report a suspicionhigh-stakessubscription - The firm provides bookkeeping, tax, company administration and perhaps a registered address, and nobody has checked…
PAL-16-FI-17Sector obligations of the firm · AML status, supervisor registration and professional registrationshigh-stakessubscription - The firm holds payslips, tax returns, bank statements and identity documents, including on people who are not its…
PAL-16-FI-27Client and staff data · register, processors, archiving and security breachconsequentialsubscription - Closing season is coming and the team will work evenings and weekends. The employment authority looks first at the…
PAL-16-FI-29Closing season · working time, overtime and time recording for the firm’s teamhigh-stakessubscription
Opening and scoping an engagement
- (1) A status line · the empty boxes and the texts to supply before signature. (2) The letter · parties and entities…
PAL-16-FI-04Engagement letter · scope, division of tasks, fees, liability and end of the engagementhigh-stakesopen · no account - A prospect turns up, sometimes with an advance payment to make. Before opening the file, the firm must decide whether…
PAL-16-FI-05Accepting an engagement · money-laundering status of the service, beneficial owner, risk and conflicts of interesthigh-stakessubscription - The engagement is accepted and the engagement letter is signed. The engagement manager wants to receive in one go…
PAL-16-FI-06Opening the file · one questionnaire for the new client to completeconsequentialsubscription - A prospect asks the partner how much the bookkeeping, payroll and returns of their company cost. The partner has last…
PAL-16-FI-07Fee proposal · priced services on an explicit basis and factors of variationhigh-stakessubscription - A new client arrives with the previous firm’s trial balance and a few files. An opening balance taken over because it…
PAL-16-FI-26Taking over a file from another firm · inventory, gaps and opening balanceshigh-stakessubscription
Fees, disputes and ending an engagement
- The partners have decided to review a fee schedule unchanged for years. It has to be announced to the portfolio without…
PAL-16-FI-08Fee increase · announcement letter and quantified effect for each clientconsequentialsubscription - A client is behind on several fee notes. The firm wants to be paid without losing a client who would have paid, and…
- A client disputes a fee note or complains of an error or a delay. The reply will be read twice, by the client today and…
PAL-16-FI-19Fee dispute or complaint against the firm · written reply and justification of time spentconsequentialsubscription - A client leaves, or the firm decides to stop. Most exit disputes come from a deadline each side believed was with the…
PAL-16-FI-20End of engagement · confirmation, return of the file and handover to the successor firmconsequentialsubscription - A client’s bank asks the firm for a certificate on the client’s accounts before granting credit. What the firm signs…
PAL-16-FI-25Certificate requested by a bank · text limited to what the firm can vouch forconsequentialsubscription
Payroll and social insurance for clients
- Every January the payroll team closes dozens of clients. A wrong employee statement is not corrected in silence: it is…
PAL-16-FI-21Annual payroll close · tax statements and certificates for the client’s employeesroutinesubscription - A client employs people of varied status and residence, or pays contractors from whom tax must be held back. A wrong…
PAL-16-FI-22Tax withheld at source · registration, return and request for correctionconsequentialsubscription - A client receives a letter announcing an inspection of its payroll or its tax returns. The firm has days to assemble…
PAL-16-FI-23Inspection at a client · preparing the file before the tax or employment authority visitsconsequentialsubscription - A client has signed a contract with a new employee and thinks everything is done. The classification of the working…
- A client employs people and nobody has checked that the insurance required for accidents at work matches its real…
PAL-16-FI-28A client’s work accident insurance · compulsory cover, reporting and gapsconsequentialsubscription
Insurance & brokerage 30 prompts
Assess the need, provide cover, settle the claim.
Discover, advise, remunerate
- Start with a status line: framework, status of the intermediary, lines on the agenda, missing data. Then four…
- A broker has met a client for the first time and must, before any offer, say what would ruin them, what they pay for…
PAL-23-AS-02Needs analysis · risks ranked by severity, client refusals recordedhigh-stakessubscription - A broker explains a cover to a client today, or a client disputes, years later, that they were ever told it would not…
PAL-23-AS-03Advice and disclosure · evidence file of what was handed over and explainedhigh-stakessubscription - A client asks a broker, just before signing: "who pays you, and how much?" Depending on whether she receives a…
PAL-23-AS-04Remuneration · disclosing commission or fees before the conclusionconsequentialsubscription - A broker has received two or three offers for the same client and must inform them before recommending. The items do…
PAL-23-AS-05Comparison of offers · line by line table, exclusions alongsideconsequentialsubscription
Recommend, underwrite, cover the business
- The comparison of offers is finished and the client has to decide. The adviser has a clear idea in mind, but nothing in…
- The adviser has the client fill in a health or history questionnaire, often at the end of a meeting, sometimes under…
PAL-23-AS-07Proposal form · misrepresentation and non-disclosure explained before filling inhigh-stakessubscription - The file is ready to go to the insurer, or the client asks to "put yesterday’s date" so that cover starts earlier. An…
PAL-23-AS-08Underwriting file · documents to gather, check before sending, faithful datesroutinesubscription - The business you insure is no longer the one that signed: it has widened its activity, taken on temporary staff, bought…
- An employee falls ill, the business advances the salary and discovers along the way that the deferred period is longer…
PAL-23-AS-10Sickness income protection · what the contract pays, from when to whenhigh-stakessubscription
Supplementary health and claims
- An adviser or broker has just finished a meeting about health insurance and is about to send the proposal to the…
PAL-23-AS-11Health insurance advice · meeting record and remuneration disclosurehigh-stakessubscription - A client calls to change insurer or to cancel "their health insurance," often on receiving next year’s renewal or…
- The client calls in a panic after damage, tells the story in a jumble, and expects you to do what is necessary. Two…
- An expert’s visit is announced, or their report has just arrived. The expert comes once · what is not shown to them…
PAL-23-AS-14Expert assessment after a claim · preparing the visit, then reading the reportconsequentialsubscription - The insurer’s refusal letter has reached the client, who calls their broker. Two symmetrical reflexes lose the file…
PAL-23-AS-15Refusal of benefit · understanding the reason, preparing the challengeconsequentialsubscription
Policy and portfolio life cycle
- A client wants to leave their insurer or carrier for a lower premium or after a dispute over a claim. The broker must…
- A third party has damaged the client’s vehicle, premises or equipment, and the client calls their broker from the scene…
PAL-23-AS-17Recovery from a third party · rights to preserve from the moment of the lossroutinesubscription - A client signs a broker mandate (in practice a client agreement and terms of business in the United Kingdom, a broker…
- A client’s annual renewal date is approaching, or their contracts are renewing. The broker prepares a one hour meeting…
PAL-23-AS-19Annual review · what has changed for the client in twelve monthsconsequentialsubscription - A craftsman’s stock has doubled, he has bought two machines and renewed the furniture, but the sum insured has not…
Files, data and client information
- A colleague retires or an adviser leaves the firm, leaving files behind, sometimes in their mailbox. You receive a list…
- A client writes to ask what you hold about them, an employee leaves the firm with their mailbox, a computer is lost.…
PAL-23-AS-22Policyholder data · health, access, retention, subcontracting, AIhigh-stakessubscription - You have a meeting with a client whose file has eight contracts with four insurers, or you are going on holiday, or a…
- A campaign of calls, emails or letters is planned, or an adviser suggests buying a contact list. This prompt writes the…
- Before a contract is concluded, or when a heading changes (new manager, new data host, new insurer represented), the…
PAL-23-AS-25Client information · sheet handed over in time, proof of handoverhigh-stakessubscription
Complex mandates and the firm’s obligations
- A client wants to take out an investment linked life insurance (in the UK an insurance based investment product, in the…
PAL-23-AS-26Investment linked life insurance · check that the product suits the clientroutinesubscription - A business client wants to put its contracts out to competition. The broker must plan the tender, describe the risk…
- The insurer reports that a premium was not paid on the due date. The client still thinks they can pay later, whereas…
PAL-23-AS-28Unpaid premium · notice, cancellation or lapse, when to alert the clientconsequentialsubscription - In a firm of a few people, nobody has the task of tracking who must renew a licence, finish continuing education or be…
PAL-23-AS-29Register, licences and continuing training · tracking each adviserconsequentialsubscription - A new partner arrives, the firm moves, an adviser is hired or leaves. Each change may alter what the authorisation or…
SEO & search engine ranking 30 prompts
Get found, and stay findable.
Technical and crawling
- Begin with a status line · site, languages, date of the documents read, missing documents. Then (1) a table of findings…
PAL-12-SE-01Overall technical audit · health check of the site before any optimisationconsequentialopen · no account - A site manager notices that important pages do not appear in Google, or that the site has just gone live after a…
- The owner finds the site slow, or the search console flags pages to fix on core web vitals. They have the Lighthouse…
- Most visits come from phones and contact requests stagnate. The site manager has screenshots of the key pages on a…
- An important offer page receives no link from the rest of the site. The site manager has the crawl export with the…
PAL-12-SE-05Architecture and internal linking · which pages to link to which pagesroutinesubscription
Tags, URLs and existing content
- The manager of an online shop sees in the search console pages that are shown a lot but clicked little, and several…
PAL-12-SE-06Page titles and descriptions · rewriting the tags that earn clicksconsequentialsubscription - A web manager notes that a page displays well but its code contains two top level headings and jumps from level two to…
- A craftswoman notes that her rich results do not display, or that the search console reports markup errors on her…
PAL-12-SE-08Structured data · Schema.org markup that matches the visible contenthigh-stakessubscription - A director wants to “clean up” the addresses of the site before a redesign, or duplicate addresses appear in the search…
PAL-12-SE-09Page addresses · readability, consistency and existing redirectsconsequentialsubscription - A company’s site has dozens of old pages and nobody knows which ones are of use. The manager pastes the traffic export…
Keywords and writing
- A company launches its site or a new service, or must produce content with no editorial line. The manager has to hand…
PAL-12-SE-11Keyword research · real queries and the semantic field of an activityconsequentialsubscription - Two pages of the site compete for the same query and neither rises. The site manager has the list of their pages with…
- A central subject of the offer is covered in scattered pages with no links between them, and neither the visitor nor…
PAL-12-SE-13Semantic cluster · grouping the pages of a subject around a pillar pageconsequentialsubscription - A page in the editorial plan must be published this week. The manager has the validated heading plan, the semantic…
PAL-12-SE-14Writing a page · real text section by section, reread before publicationconsequentialsubscription - A page is written and awaits the green light before going live. The manager has the extract from the official company…
PAL-12-SE-15Pre-publication check of a page · tags and local JSON-LD consistent with the factsconsequentialsubscription
Images, links, local search and tracking
- A communications manager or a freelancer who runs a client’s website notices that an offer page is heavy and slow, or…
PAL-12-SE-16Website images · weight, format, alternative text and right to useconsequentialsubscription - A boss receives a proposal from an agency to “buy links” to climb in the results, or their consultant finds strange…
PAL-12-SE-17Inbound links · reading the profile and sorting doubtful or bought linksconsequentialsubscription - A shop manager or a craftsperson notices that their business does not appear when someone searches for their trade in…
PAL-12-SE-18Local search · business listing, name address phone consistency, directoriesconsequentialsubscription - A manager notices that a competitor appears before them when people search for their services, and asks their…
PAL-12-SE-19Competitors on the same queries · gaps, opportunities and fair comparisonconsequentialsubscription - A manager pays a provider for the website and nobody knows how many enquiries come from it. The trigger is the question…
PAL-12-SE-20Tracking and indicators · what to measure and whether the measurement worksconsequentialsubscription
Authority, contracts and compliance
- A client or a management team demands “a better DA”, or an agency offers to “raise the score”. The person in charge of…
- An agency promises the first page of Google, or a freelancer has to sign a search optimisation engagement with a…
PAL-12-SE-22SEO offer or services agreement · promises, titles, data and terminationhigh-stakessubscription - Someone asks what the site collects, or an outside tool has just been added (measurement, map, video, chat, fonts). The…
PAL-12-SE-23Audience measurement, trackers and data · what the site collects and where it goeshigh-stakessubscription - The new site is ready to go live and the person in charge wants to avoid the traffic drop that follows too many…
- Traffic is falling and management wants an explanation today. The person in charge of the site holds the log of the…
Reputation, AI content, offer and steering
- A negative review has just been published, or a colleague suggests writing a few reviews “to balance things out” or…
- A batch of texts written with an AI tool is ready to go online and nobody in the company has read them, or a provider…
- The page that decides the deal, the service page or product sheet, is the least cared for on the site: short…
PAL-12-SE-28Service page or product sheet · content that converts, exact prices and proofroutinesubscription - At the end of the month, management or the client expects an update on search optimisation. The person in charge has…
PAL-12-SE-29Monthly search report · where are we, what did we do, what do we do nexthigh-stakessubscription - Start of an engagement: the client sends a password in a message, or sends nothing and the work waits for weeks. The…
PAL-12-SE-30Tool access request · clear message, minimal rights, no password by emailroutinesubscription
OSINT & web research 30 prompts
Research within the rules, and prove it.
First searches
- A partner, supplier or agent nobody knows asks for a meeting, and management wants to know who it is dealing with…
PAL-13-OS-01Public digital portrait · a person or a company before a first contactconsequentialsubscription - A manager has already opened a person’s online accounts and must decide what is allowed to enter their decision. This…
PAL-13-OS-02Public online profiles · sorting what may be kept from what must be set asideconsequentialsubscription - A salesperson or a lawyer has to reach a company’s decision maker without going through the switchboard. This prompt…
PAL-13-OS-03Public business contact details · finding the right person to reachconsequentialsubscription - An employee receives a quote, an invoice or a link from an unknown domain and hesitates to reply. This prompt draws up…
PAL-13-OS-04Suspicious domain name or website · legitimacy, age and history before replyingconsequentialsubscription - A lawyer or a finance director must check a customer or supplier before signing or granting credit. This prompt draws…
PAL-13-OS-05Official registers · existence, officers and solvency of a partnerhigh-stakessubscription
Checking an item
- A recruiter receives a candidate’s photo that looks like a catalogue image, or a customer service team receives the…
- A manager receives a contract or supporting document dated long ago, but the file looks too recent to her. Or a project…
PAL-13-OS-07File metadata · what a received document reveals and what yours publishesconsequentialsubscription - A company’s communications manager wants to be warned when the company’s name or its chief executive’s name appears in…
PAL-13-OS-08Mention monitoring · keywords, variants and noise sorting for a brand or an executiveconsequentialsubscription - A compliance officer or a finance director needs to understand who is behind a group before entrusting it with a major…
PAL-13-OS-09Links between people and companies · mapping limited to what the purpose requiresconsequentialsubscription - A company’s IT manager receives from a monitoring service a report listing addresses of the company’s domain in a leak…
PAL-13-OS-10Domain addresses in public leaks · what to do with the list, without testing passwordsroutinesubscription
Detect and compare
- A communications manager receives a photo circulating on social media that supposedly shows an incident at a customer’s…
PAL-13-OS-11Place and date of a public photo · checking before relaying or using itconsequentialsubscription - A customer reports that someone wrote to them in the company’s name asking for a payment, or an executive discovers a…
PAL-13-OS-12Fake profile or identity theft · gathering the evidence and choosing the responseroutinesubscription - A manager wants to follow a competitor’s prices, job offers and communications to prepare his budget and his offers…
PAL-13-OS-13Competitor monitoring · what is public and what you must not exploithigh-stakessubscription - A customer claims that a promise appeared on a supplier’s website, and the page has disappeared. Or the company must…
PAL-13-OS-14Web archives · finding a deleted version and making it usable as evidenceconsequentialsubscription - An accounting employee receives a message that claims to come from her boss, a customer or IT support, and asks for…
PAL-13-OS-15Suspicious number or messaging account · spotting the scam and knowing what to replyroutinesubscription
Reports and protection
- A lawyer prepares a hearing, or a journalist a publication. She has a pile of articles, screenshots and messages in no…
PAL-13-OS-16Public chronology of a case · dated, sourced facts kept apart from suppositionsconsequentialsubscription - A finance director has received a letter of intent to buy a company, or is about to sign with a partner he barely…
- A lawyer must trace and describe the public situation of an opposing party before proceedings; a compliance officer…
- An accountant receives an invoice with new bank details, or an urgent email signed by the director asking for a…
PAL-13-OS-19Unusual payment request · checking the supplier or the manager before payingroutinesubscription - A manager has received a targeted phishing email that quotes his daughter’s first name and the name of her club. He…
PAL-13-OS-20Your own digital footprint · audit of a manager and reduction planhigh-stakessubscription
Scoping, candidate, evidence
- Start with a status line · the framework retained, what was read in the documents provided, the empty boxes. Then five…
PAL-13-OS-21Scoping note · the lawfulness and proportionality of a search, before opening ithigh-stakesopen · no account - Forty applications received, three shortlisted, and someone wants to type the names into a search engine. The person…
- A company login appears in a published database, a mailbox is compromised or a provider announces an incident on its…
PAL-13-OS-23Company data leak · the first hours, notification, evidence and decisionsconsequentialsubscription - A client disparages the company on a social network, a fraudulent advertisement uses its name, a former employee…
PAL-13-OS-24Chain of evidence · capturing an online trace so that it still serves on the day of the disputeconsequentialsubscription - A report attributes a conviction, a bankruptcy or a remark to a person, and nobody has checked that it really is them.…
PAL-13-OS-25False positives · the namesake, the abandoned profile, the impersonated accounthigh-stakessubscription
Entrust, report, refuse
- An administrative director or a legal manager wants to entrust an agency, a firm or a freelancer with checking a future…
PAL-13-OS-26Mandate to a research provider · what you give them, what you forbid themhigh-stakessubscription - A purchasing, human resources or compliance manager has a research report of several dozen pages and a director who…
PAL-13-OS-27Summary note for management · what we know, what we suppose, what we do not knowconsequentialsubscription - An administrative manager or the data protection adviser receives a letter from a person asking what the company holds…
PAL-13-OS-28Search register · finding who searched what and answering an access requestconsequentialsubscription - A legal manager or a director discovers that a site publishes about the company or an employee information that is…
PAL-13-OS-29Request for removal or delisting · getting information about you correctedconsequentialsubscription - A colleague, a client or a superior asks for “just a quick look” at a person: a neighbour, a former employee, a…
PAL-13-OS-30Declining a search on a person · saying no in one minute, with the reasonconsequentialsubscription
Banking · Private Clients & Wealth Management 30 prompts
Know, advise, document, protect.
Opening the relationship
- Start with a status line · text read, country and opening channel, verdict in one sentence (file complete, incomplete…
PAL-32-BQ-01Relationship opening · identity, controlling person and a complete file before any servicehigh-stakesopen · no account - A prospect or client holds or has held a public function, or is close to someone who does, and compliance asks for your…
PAL-32-BQ-02Politically exposed client · clarifications, heightened risk and senior management decisionhigh-stakessubscription - A company, a foundation or a holding asks for an account and you must say who the beneficial owner really is. This…
PAL-32-BQ-03Beneficial owner · corporate client, controlling person and ownership certificationhigh-stakessubscription - A client brings a large sum (sale of a business, inheritance, bonus, sale of a property) and compliance requires a…
- An entrepreneur wants to place their wealth in a holding, a foundation or a trust and you must understand the structure…
PAL-32-BQ-05Legal structure · trust, holding, foundation or family office to understand before openinghigh-stakessubscription
Understanding and advising
- A client writes that they want to be treated as a professional to access other products, or you are opening the…
PAL-32-BQ-06Client classification · retail, professional or institutional, with a request to change statusconsequentialsubscription - You are preparing tomorrow’s interview with a client, or you have just left it, and the recommendation must rest on…
PAL-32-BQ-07Needs and risk profile · interview prepared, questions asked, answers recordedconsequentialsubscription - After the interview, you propose a complete allocation to a client and you must write why it suits them, product by…
PAL-32-BQ-08Advisory documentation · full portfolio, suitability and the reason for each recommendationhigh-stakessubscription - A client wants a complex product without advice, or insists despite your reservation, or has not given you enough…
PAL-32-BQ-09Warning to the client · unsuitable instrument or insufficient informationconsequentialsubscription - You leave a meeting with a client, your notes are loose and the file must survive a review or a challenge. This prompt…
Managing and executing
- A client entrusts their wealth to discretionary management. You are the adviser or manager and must draft the agreement…
PAL-32-BQ-11Wealth management mandate · agreement, investment statement and client constraintshigh-stakessubscription - It is month end, or the market has just moved sharply. You must check that each managed portfolio stays within the…
PAL-32-BQ-12Mandate control · breaches of limits, corrective measures and written traceconsequentialsubscription - A client gives you an order by phone, by e-mail or in a meeting, sometimes in a hurry. You must write down what they…
- A client wants a loan secured on their portfolio, for a purchase or for temporary liquidity. You prepare the request…
- You want to recommend to a client, or select for their portfolio, a fund or product for which the firm receives a…
PAL-32-BQ-15Conflict of interest · third party payments disclosed before the recommendationconsequentialsubscription
Reporting and complaints
- The quarter or half-year has ended and the client expects to understand their portfolio. The adviser has the period…
PAL-32-BQ-16Periodic report · portfolio composition, valuation, performance and costsconsequentialsubscription - A client writes or asks in a meeting what the relationship costs them. The charges are scattered between the tariff…
PAL-32-BQ-17Costs of the relationship · written reply to a client who asks what they payconsequentialsubscription - A client disputes a loss, a fee or a piece of advice and the adviser must reply without making the dispute worse. They…
PAL-32-BQ-18Client complaint · written reply, established facts and referral to the ombudsmanconsequentialsubscription - The adviser learns of a client’s death and a relative or an executor calls. They do not know what they may say, to…
PAL-32-BQ-19Death of a client · informing the heirs, confidentiality and the assets concernedconsequentialsubscription - The spouse, a lawyer, an agent or an authority asks for information about a client. The adviser senses that one word…
PAL-32-BQ-20Client confidentiality · request from a relative, a third party or an authority before replyingconsequentialsubscription
Staying compliant
- A prospect or client lives outside the country of your firm, is moving or travelling, and you want to offer them a…
PAL-32-BQ-21Client living abroad · cross-border activity to clarify before offering a servicehigh-stakessubscription - You are comparing two investments for a client for whom tax matters in the choice, for example a client who lives…
PAL-32-BQ-22Client taxation · net-of-tax return and recoverable withholding taxconsequentialsubscription - A transaction fits neither the client’s profile nor the origin of their funds and a doubt sets in. You must warn…
PAL-32-BQ-23Suspected money laundering · internal report without alerting the clientroutinesubscription - A client writes to the firm to find out what it holds on them. The request reaches you, their adviser, and compliance…
- A client’s file is old, their situation has changed, or an event makes you doubt what was recorded at opening.…
Role and team
- You lead a team of advisers and must decide, employee by employee, who has their hours recorded and for whom an opt-out…
PAL-32-BQ-26Working time recording · opt-out or exemption, register and annual review for the teamconsequentialsubscription - An apprentice, an intern or a part-time employee under 18 joins a branch or an advisory team, and you must draw up…
PAL-32-BQ-27Young person under 18 in a branch · hours, breaks, night and weekendsconsequentialsubscription - You are preparing the year’s training plan for your advisers, or a review is approaching and you must prove that each…
PAL-32-BQ-28Advisers’ continuing training · annual plan, required knowledge and evidenceconsequentialsubscription - At month end, an employee goes over their hours, or a closing evening falls on a sensitive day. This prompt produces…
- You are setting up or structuring your wealth management firm and you must know what you need before managing a…
PAL-32-BQ-30Independent wealth manager · firm, authorisation or registration, and oversighthigh-stakessubscription
Banking · Compliance & Anti‑Money Laundering 30 prompts
Identify, clarify, document, report.
Know your customer
- Begin with a status line · client type, country, risk level expected (ordinary or enhanced) and what is missing to…
- The client is a shell company or a holding with several levels and the adviser does not know whom to declare as…
- A client opens a relationship, or an event changes their profile · new country, new product, flows that no longer…
- Screening or the adviser spots that a client or a beneficial owner is a politically exposed person or a relative. The…
- The yearly deadline for the decision to continue a higher risk relationship is approaching. The controller prepares…
PAL-33-CF-05Yearly review · higher risk relationship before management’s decisionconsequentialsubscription
Alerts and suspicion
- The compliance analyst opens, in the morning, an alert from the transaction monitoring system on a client account. They…
- An adviser reports to compliance a large incoming transfer with no clear economic explanation, or the analyst notes…
- Clarifications on a relationship do not dispel the doubt. The compliance officer must give management a file that lets…
- The bank has just sent a report to the financial intelligence unit and awaits an answer. The compliance officer must…
PAL-33-CF-09After the report to the FIU · calendar of deadlines, restrictions and terminationconsequentialsubscription - The client whose assets were reported to the financial intelligence unit asks for a large withdrawal or transfer, and…
PAL-33-CF-10Client order during the FIU analysis · executing without leaking informationroutinesubscription
Sanctions and monitoring
- Screening flags that a client, a beneficial owner or a payment beneficiary has a name close to a name on a sanctions…
- The specialised department has just confirmed that a client or their beneficial owner is on a sanctions list, or that…
PAL-33-CF-12Confirmed match · asset freeze note and report to the authoritieshigh-stakessubscription - The payments team receives an order from a client that goes through a third party with no apparent link, or through a…
PAL-33-CF-13Payment order via a third party or an unusual transit country · decision before executionconsequentialsubscription - The competent authority publishes a new sanctions regime or amends an existing regulation, sometimes with effect from…
- At the yearly review, or after a change in product, clientele or alert volume, the specialised department must tune the…
PAL-33-CF-15Transaction monitoring system · tuning and testing alert thresholdshigh-stakessubscription
Governance and training
- The head of compliance at a bank prepares this year’s AML risk assessment, or redoes it because the business has…
- The head of compliance at a bank must update the AML policy because the law has changed or because the auditor has…
- The head of compliance at a bank prepares the year’s AML training plan, at the start of the year or after an audit…
PAL-33-CF-18AML training · annual plan by function with attendance registerconsequentialsubscription - A bank’s product manager asks the compliance unit for its opinion before a new product or service goes on sale…
- At the end of the quarter or at the board’s request, a bank’s head of compliance prepares the report to management…
PAL-33-CF-20Management · quarterly AML compliance report with a short board versionhigh-stakessubscription
Authorities and audits
- An audit of the AML controls is announced in a few weeks (internal audit, an external auditor or, in the US, the…
- At the end of the year, the compliance unit must hand in next year’s control plan. Last year it copied the list of…
- The supervisory authority’s letter arrives one morning with a list of questions, documents to provide and a deadline.…
PAL-33-CF-23Supervisory authority information request · documented reply on timeconsequentialsubscription - A change to the anti money laundering law or regulations, a new regulator rule or revised industry guidance has just…
PAL-33-CF-24Change in the law · impact analysis and action plan for the institutionconsequentialsubscription - A law enforcement authority serves the bank with a legal demand to produce documents about a client (UK: a production…
PAL-33-CF-25Criminal authority · order to produce documents without breaching confidentiality or tipping off the clientconsequentialsubscription
Data, staff, working time
- The head of compliance, or the data protection officer, learns that a laptop has been lost, that an email with client…
- An employee comes to see the designated officer: a colleague is said to push through transactions without clarifying…
- The head of the compliance unit prepares the coming weeks: on call duty to cover reporting and sanctions deadlines, or…
- The head of compliance obtains a specialist post to absorb the clarification workload. She must publish an…
- Internal control finds that a client adviser opened relationships without having the beneficial owner declaration…
Banking · Corporate Lending 30 prompts
Analyse, structure, decide, monitor.
Onboarding and compliance
- Start with a status line · the company, the date of the public record read, and the number of open points. (1) The…
- The manager says the company is theirs alone, but the capital runs through a holding company or a shell company. The…
- The request comes from a sister company or a holding company, and the bank already finances other companies of the same…
- Right after the first meeting, the relationship manager has the notes, the client’s written request and the bank’s…
- A relationship manager wants to paste a client file into an AI tool, a translation service or an external hosting…
PAL-34-CE-05Client confidentiality · what may leave the bank for an external toolconsequentialsubscription
Analysis and rating
- The credit analyst receives a client company’s last three sets of financial statements, with the credit request, a few…
PAL-34-CE-06Repayment capacity · analysis of the last three financial statementshigh-stakessubscription - The relationship manager is preparing a credit proposal for a company with seasonal activity or planning a major…
PAL-34-CE-07Cash flow · a repayment schedule that holds in a degraded scenarioconsequentialsubscription - The day before a meeting with a manager who is asking for financing, the relationship manager has the request and the…
- The relationship manager must visit a company in a sector he knows little. He has the client’s accounts and its…
- A new client has to be rated, or the annual review of an existing client is due. The analyst has the bank’s rating…
Structure and security
- A relationship manager receives a manager who asks for “a loan” to support growth, without saying whether it is for…
PAL-34-CE-11Choice of financing · operating, investment, leasing, factoring, mezzaninehigh-stakessubscription - Repayment capacity is not enough on its own and the relationship manager has to negotiate guarantees with the manager.…
- A director is giving a personal guarantee for the company’s loan, and the draft document reaches the relationship…
- A client offers a property as security, and the relationship manager must set the loan to value before presenting the…
- A client asks for a loan of moderate size and does not have enough security. The relationship manager knows that a…
Decision and set-up
- The relationship manager or analyst has the complete file and the committee sits this week. Members have ten minutes…
- The committee has decided, the client is waiting and the contract is not yet ready. The relationship manager must write…
- The credit decision is taken and the agreement must protect the bank, with the legal department. The bank’s standard…
- The client offers its trade receivables, a bank account or a securities portfolio as security, and the funds have not…
- The agreement is signed and the client asks for its funds the same day. The relationship manager has the list of…
Credit monitoring
- The relationship manager receives a client’s interim accounts and must say, before the committee or the auditor asks…
- A client’s review date arrives, or an event changes the risk · a large customer lost, a late payment, a change of…
- Every month the relationship manager looks at the portfolio and wonders which clients will cause a problem before the…
- A developer asks for a drawdown on its construction credit. The relationship manager has the budget, a progress report…
- A client asks for more time to pay, a deferral of amortisation or a waiver of a covenant. The relationship manager must…
Difficulties, recovery and team
- The client no longer keeps to its repayment plan and the risk department is involved. The relationship manager or the…
- The client has not put things right after the reminders and the relationship manager or the collection officer must…
PAL-34-CE-27Termination and formal notice · accurate letter within the right deadlineshigh-stakessubscription - At the first significant delay of a client, the relationship manager or the monitoring officer must warn the guarantor…
- The committee declines a corporate client’s credit request. The relationship manager must announce it in writing…
- The head of the credit team prepares the year-end or closing rota, with peaks of work and apprentices in the team. This…
Communication, writing & campaigns 90 prompts
Say it, publish it, hold up under fire.
Marketing & communications 30 prompts
Say what the firm does, accurately.
Editorial content
- Start with a status line · what you read, the data that is missing, and the assumptions used. (1) The objective of the…
PAL-04-MC-01Content strategy · the quarterly editorial plan that generates enquiriesconsequentialopen · no account - The communications manager has to hand an article, a visual or a video to a writer or an agency. The back and forth on…
- The managing director is back from a trade show, has just finished a job for a customer, or has drawn a lesson from a…
PAL-04-MC-03Long LinkedIn post · a true story, the proof and a call to discussionroutinesubscription - A question keeps coming back from customers, or a keyword has been spotted in the search report. The web manager wants…
- The monthly deadline to send to the contact base is coming. The person in charge of communication has an internal…
PAL-04-MC-05Monthly newsletter · sections, tone, sender details and unsubscribeconsequentialsubscription
Content that generates enquiries
- A marketing manager always gets the same customer questions on a complicated subject (how to read a quote, why a…
- A marketing manager sees her contact base stagnate, and the few enquiries received do not match the offer. She wants a…
PAL-04-MC-07Lead magnet · a guide, report or checklist in exchange for an addressroutinesubscription - A company launches a service, signs a partnership or appoints a manager, and wants to announce it to specific…
- A company launches an offer, or its current page attracts visits without producing useful enquiries. The marketing…
- A marketing manager notices that a service page no longer ranks on the query that used to bring in enquiries. She has a…
Key moments and measurement
- On a Monday morning, a customer calls: company data is circulating, or an accident has just happened on a site, or an…
- Management has decided on a webinar in a few weeks. The speakers have said yes, a date is set, the platform is chosen.…
- The company opens a shop or a practice in a new region, or a local competitor appears before it on the map when people…
- The monthly management committee is approaching. Marketing has an audience spreadsheet, a media spend statement and…
PAL-04-MC-14Monthly marketing review · figures, reading and decisions for managementconsequentialsubscription - The shop or company wants to run a contest on social networks, in store or at a trade show, with prizes offered by…
Partners, agencies and production
- A local association asks for support for its event, or the company wants to approach a club itself. The communications…
PAL-04-MC-16Sponsorship Proposal · counterparts, rights and the report to presenthigh-stakessubscription - The company adds an analytics tool, a form or a CRM, or rebuilds its site, or a customer asks what becomes of their…
- The company is preparing a video with its employees, a customer or children, or a shoot for a campaign. The day before…
PAL-04-MC-18Video and Photo Shoot · script, consent of the people filmed and minorsconsequentialsubscription - An agency or a freelancer sends a proposal and a contract to sign, with several pages of general terms. The…
PAL-04-MC-19Contract with an Agency or Freelancer · engagement, assignment of rights and datahigh-stakessubscription - The company needs a new visual, a video or an event and wants to consult two or three agencies. Last year’s brief…
PAL-04-MC-20Creative Brief · request to an outside agency for design, video or an eventhigh-stakessubscription
Compliance and steering
- The communications manager has a brochure, a web page or a campaign ready to go, with promises, figures, a label and a…
PAL-04-MC-21Advertising Claims Check · proof of every statement before releaseconsequentialsubscription - The marketing manager wants to send a campaign to a database built up over the years: business cards from trade shows…
- Before publishing a visual, a video or a text, the communications manager does not know whether the stock image covers…
PAL-04-MC-23Usage Rights before Publication · images, music, testimonials and AI-generated contenthigh-stakessubscription - Several people write in the company’s name (management, salespeople, an intern, an agency, an AI tool) and it shows: an…
- When preparing the year’s budget, management asks the marketing manager what each unit of currency has produced and…
Website, proof and field
- Management has decided to redo the website and is about to call three agencies. Without a specification, each will…
- You are putting online, or redoing, the page for a product or a service. Visitors compare several offers in the same…
- A customer is happy and agrees to give a testimonial. Between their agreement on the phone and a quote published with…
- You have just registered, or decided, to exhibit at a trade show. The stand is paid for long before, and the result…
- You have published an article, a study or a report. It cost time and was read only once. This prompt draws from it…
Literary criticism 30 prompts
Read, analyze, write, stand behind it.
Writing the review
- With no reading material or passages in the DATA, ask the three questions and do not write the review. A title, then…
PAL-11-CL-01Short review · 300 to 500 words for press or blog, a grounded judgment and framed quotationsroutineopen · no account - A literary journal commissions an in depth review with a deadline and an editorial charter. You have read the book…
PAL-11-CL-02Long review for a literary journal · 1,200 to 1,500 words, in depth analysis and risks controlledhigh-stakessubscription - You have just finished a book and want to champion it online, sometimes because a publisher gave it to you or asks for…
PAL-11-CL-03Reader review on a community platform · sincere review, free or paid copy disclosedroutinesubscription - A book disappointed you and you must write it up for a column, a blog or a platform, without risking a complaint or…
PAL-11-CL-04Reasoned and respectful negative review · grievances tied to passages, no attack on the personroutinesubscription - A publisher hands you a manuscript to read before the board meets. You have the manuscript, the author’s cover letter…
PAL-11-CL-05Reader’s report for an editorial board · decisive and confidential opinion on a manuscriptconsequentialsubscription
Reading and analysing a book
- A publisher asks you for the back cover text for the layout. You have the book, the house’s sales pitch and the…
PAL-11-CL-06Back cover copy · text commissioned by a publisher, faithful to the book and without false promiseroutinesubscription - You will need to find this book again in six months for an article, a course or monitoring. You have the text, the…
PAL-11-CL-07Reading sheet · structured summary, paginated quotations and ideas for useroutinesubscription - You want to say why a style works or wearies, beyond the plot. You have the text and your passages to analyse. This…
PAL-11-CL-08Stylistic analysis · language, rhythm and voice identified with short extractsconsequentialsubscription - You are preparing an in depth review, a debate or a course that asks for more than a summary. You have the text and any…
PAL-11-CL-09Thematic and character analysis · ideas, stakes and function of the figures in the storyconsequentialsubscription - Your review is written and the editors expect the text within the hour. You have the text of the review and the book.…
PAL-11-CL-10Check of a review before sending · facts, names, quotations and attributions to verifyconsequentialsubscription
Placing, comparing, preparing
- A critic, a bookseller or a reading club host has to present an author’s new book and wants to avoid back cover…
PAL-11-CL-11Putting in perspective · a book’s place in the author’s work, its genre and its momentconsequentialsubscription - A culture journalist or a literary blogger wants to set side by side two or three books published on the same subject…
PAL-11-CL-12Comparison of two or three books · common grid, differences in treatment, reasoned verdictconsequentialsubscription - A magazine, a bookshop or a blog is expecting its autumn or summer selection. The person writing it has a list of…
PAL-11-CL-13Thematic selection · published reading list, visible criteria and conflicts of interest flaggedroutinesubscription - A customer, a subscriber or a friend asks a bookseller or a critic what to read next. She has their last three loved…
PAL-11-CL-14Targeted recommendation · three to five books for a specific reader, reasons drawn from their tastesroutinesubscription - An interview with an author is scheduled for a newspaper, a podcast or a fair. The interviewer has read the book, has…
PAL-11-CL-15Author interview preparation · questions, follow ups and information on the recordingconsequentialsubscription
Long formats, spoken formats and house rules
- You are hosting the reading club at the library or bookshop next week. Some people finished the book, others gave up…
- You are recording this week's review for a podcast, a radio show or a video. You have read the book, and you need a…
PAL-11-CL-17Audio or video review script · quoted extracts, images, music and disclosure of interestshigh-stakessubscription - A publisher commissions a preface from you for the reissue of a novel or for the translation of an older book. You have…
PAL-11-CL-18Commissioned preface or afterword · accompanying text, signature, rights and integrity of the workhigh-stakessubscription - A journal or a collective volume expects your essay by a fixed date. You have read three to eight books around one…
PAL-11-CL-19In-depth literary essay · 3,000 to 5,000 words from several books, secondary sources citedhigh-stakessubscription - You use or are about to use an AI for your reviews, and an editorial office, a publisher or a reader asks you how. This…
PAL-11-CL-20Using AI in my critical texts · written rule, disclosure and data never to enterconsequentialsubscription
Ethics, law and commissions
- You receive books from the publisher, an invitation to a launch, sometimes a paid trip; an author is a friend, a house…
PAL-11-CL-21Conflicts of interest, press copies and paid content · what must be disclosedhigh-stakessubscription - Before publication, your review quotes three lines of verse, shows the cover as an illustration, reuses the author's…
- An editorial office commissions a review from you and talks only about the price. Nobody mentions the assignment of…
PAL-11-CL-23Commissioning a review · written offer and points to settle before writingconsequentialsubscription - Shipments pile up and you choose without a written rule: you review what arrives, the authors you know, the most…
- You are reviewing a book read in translation and do not want to attribute to one the work of the other: praising a…
PAL-11-CL-25Reviewing a translated work · what belongs to the author and what belongs to the translatorconsequentialsubscription
Disputes, pitches and keeping records
- On the evening of publication, an author or a publisher sends you a long, hurt email listing misreadings. One or two…
PAL-11-CL-26Reply to an author or publisher who objects · correction, right of reply and time limithigh-stakessubscription - A book is coming out, you want to write a review of it and you do not yet work for the section you are targeting. The…
PAL-11-CL-27Pitching a review to an editorial office · angle, news hook, length and rights announcedconsequentialsubscription - A bookshop asks you to host an event with several authors, some of whom have never read each other. You have a length…
PAL-11-CL-28Bookshop event or panel discussion · facilitation running order and briefing the guestsconsequentialsubscription - After a few years, nobody knows which book was received from whom, which review appeared where, which rights were…
PAL-11-CL-29Register of readings, reviews and commitments · received, published, assigned, declared and due datesconsequentialsubscription - A self-published author, a small press or a press officer insists on a review that you will not write. The person spent…
PAL-11-CL-30Polite refusal of a review request · short message based on the editorial lineroutinesubscription
Political campaign communication 30 prompts
Carry a platform, hold up under fire.
Message and content
- The candidacy has just been announced, polling day is a few weeks away and the team posts at random until it runs out…
PAL-17-CC-01Editorial calendar · from the candidacy announcement to polling dayhigh-stakessubscription - Monday morning, the theme of the week is set and nobody has any text for social media. The person who runs the campaign…
PAL-17-CC-02Posts of the week · from the weekly theme to publications ready to approveconsequentialsubscription - Start with a status line · outlet, format chosen, guidelines read or assumption, empty fields to complete. (1) The…
PAL-17-CC-03Opinion piece · from key points to a text that meets the outlet’s guidelinesroutineopen · no account - The committee has settled its positions and the authority sets the date for handing in election material. The person…
PAL-17-CC-04Candidate statement and one page platform · settled positions, format set by the authorityhigh-stakessubscription - A theme becomes central in the campaign and the whole team must say the same thing, with exact facts. The person in…
Field and press
- After a few rounds of door knocking and stalls, the field lead has a notebook full of recurring objections (“it won’t…
- A leafleting round or a market stall is planned this weekend with novice volunteers, half of whom have never rung a…
PAL-17-CC-07Door knocking and stall · script, limits to respect and recording exchangesroutinesubscription - The committee must have a leaflet printed before a weekend of distribution, and the printer is waiting for a clear…
- The campaign has a decision, a report or an endorsement to announce, and the press officer wants an announcement the…
- A radio station, a television channel or a newspaper has confirmed an interview in a few days. The campaign director…
Speaking and mobilisation
- A timed public debate is announced with other candidacies and a moderator. The campaign team receives the organiser’s…
PAL-17-CC-11Public debate · positions, predictable attacks and ground rulesconsequentialsubscription - A hall is booked for a rally or a campaign evening. The candidate must speak at length in front of supporters, and the…
PAL-17-CC-12Rally speech · progression, breathing space and sourced figuresconsequentialsubscription - A round table or a camera allows only three minutes for a speech already approved by the team. The risk is rewriting in…
- Hands are needed for a round, an evening to fill or posters to put up. The mobilisation lead writes to supporters who…
PAL-17-CC-14Mobilisation email · one request, one date, one place, one sign up linkconsequentialsubscription - A donation appeal goes out to fund a print run or a hall: an anonymous or foreign donation accepted by mistake has a…
PAL-17-CC-15Donation appeal · compliant email, donor identification and refused donationshigh-stakessubscription
Crisis and compliance
- A comment, a question at a public meeting, or an article claims something about the campaign or about the candidate…
- An article or a viral post accuses the candidate on a Sunday evening, and the team is split between counterattacking…
PAL-17-CC-17Attack or accusation · deciding whether to reply, then a factual public responsehigh-stakessubscription - The start of the campaign is near, nobody has written down who decides, who speaks, and who can be reached at midnight…
- Thirty volunteers post and reply on behalf of the campaign, and a comment goes off the rails under a post, with nobody…
PAL-17-CC-19Campaign social media · volunteer charter and moderation procedurehigh-stakessubscription - The campaign is starting and nobody knows whether it crosses the financing disclosure threshold, or which local rules…
PAL-17-CC-20Campaign compliance · financing, imprints and disclaimers, and rules medium by mediumhigh-stakessubscription
Filing, rights, and data
- The person preparing a nomination or a ballot access application, most often the candidate’s agent or campaign manager…
PAL-17-CC-21Nomination and ballot access · papers, deadlines, and validity checkconsequentialsubscription - The person in charge of a campaign’s display plans posters on official boards, with a poster contractor, in shop…
- A poster, a video, or a series of posts is ready and nobody knows whether the photos, the music, the typeface, and the…
PAL-17-CC-23Campaign visual · photo, music, and images, rights and permissionsconsequentialsubscription - As the campaign goes on, contacts pile up in spreadsheets, a website form, a mailing tool, and canvassing notebooks.…
- The committee entrusts an agency or a freelancer with graphic design, video, or the management of accounts. The offer…
PAL-17-CC-25Agency or freelancer hired · contract, liability, and fate of the filehigh-stakessubscription
Distribution, events, and team
- An advertising budget is planned and someone on the campaign is about to spend it on a platform or to call a local…
PAL-17-CC-26Paid advertising · radio, television, and online, targeting and transparencyconsequentialsubscription - A hall is booked for a public campaign meeting and nothing is organized yet: no permits, no running order, no roles, no…
- The election is approaching or has just taken place: the budget, donations, and free services must be declared within a…
PAL-17-CC-28Campaign finance return · budget, donations, and gifts in kind, through to filinghigh-stakessubscription - Volunteers and a few temporary workers are joining the campaign: work normally paid is not volunteering, and a regular…
PAL-17-CC-29Campaign team · volunteers, expense refunds, and written commitmentconsequentialsubscription - On election night, results come in waves, often contradictory for hours, and journalists call before the final figures.…
Public sector, health & hospitality 210 prompts
Decide collectively, provide care, welcome the public.
Administrations & Municipalities 30 prompts
Decide collectively, justify, inform.
Correspondence, framework and meetings
- A resident writes to a UK council or a US city, town, or county to complain about a pending permit, a bill, or a…
PAL-15-AC-01Resident’s letter · written reply grounded in the council’s ruleshigh-stakessubscription - (1) Prior check · what was removed and why, remaining questions. (2) Title and lead in two sentences. (3) Short…
PAL-15-AC-02Minutes of a meeting · public statement with no leak and no secretconsequentialopen · no account - Staff are already pasting residents’ letters into a public tool, and the executive demands a written rule. This prompt…
PAL-15-AC-03AI use policy for the council · written framework for the executivehigh-stakessubscription - A local rule is old, missing, or contested, and the department must submit a draft to the council. In the UK this is a…
PAL-15-AC-04Local rule · full draft with explanatory memorandum and legality checkhigh-stakessubscription - The executive wants to put a funding request or a decision to the council, and the file must be voted with no question…
Decisions and procedures
- The clerk prepares the next meeting of the council or the executive. The file must go out on time under the open…
- A council department must rule in writing on a request · it refuses a permit, withdraws a benefit, or imposes a charge…
PAL-15-AC-07Administrative decision · reasons and routes of challenge under the applicable lawhigh-stakessubscription - A building application has just been filed with the planning or zoning department. The notice must be published and the…
PAL-15-AC-08Public notice of a planning application · official notice and letter to neighboursconsequentialsubscription - A citizen, an association, or a journalist asks the authority for a document · a report, a contract, a letter. The time…
PAL-15-AC-09Access to official records · decision, third parties concerned and feeconsequentialsubscription - The authority must buy works, supplies, or services. The clerk’s office or the technical department prepares the file…
PAL-15-AC-10Local public procurement · specifications, procedure and weighted criteriahigh-stakessubscription
Procurement, objections and information
- The bids for a contract have been opened. The clerk or the head of department must compare them without being accused…
- A public consultation or comment period on a planning or zoning application has just ended and several objections have…
PAL-15-AC-12Objections to a project · sorting the comments, mediation and reasoned replyconsequentialsubscription - The executive has made a decision, appointed someone, or is opening a facility, and the communications office must…
- A water cut, a road closure, or several weeks of works affects residents, and the public works department must warn…
- A resident or an employee writes to the authority to find out what it holds about them. The clerk’s office must check…
PAL-15-AC-15Request for access to one’s own data · decision under the applicable data protection lawconsequentialsubscription
Finance, crisis and compliance
- The finance officer or the clerk receives the draft budget from the accounting system a few days before the finance…
- A councillor files a motion, a written question, or a request for a resolution about parking, a nursery, or street…
PAL-15-AC-17Intervention by an elected member · reply to a motion, a question or a petitionhigh-stakessubscription - The authority chooses a counter system, a booking platform, a camera, or an AI tool that will process residents’ data.…
PAL-15-AC-18Record of processing · documenting a new data processing activity and supplier riskhigh-stakessubscription - A water contamination, an accident on a council building site, a cyberattack, or the sudden closure of a childcare…
PAL-15-AC-19Communication crisis · plan, messages and chain of decision prepared in advanceroutinesubscription - The collection department has bills for council tax, waste, water, sewer, or hall hire that remain unpaid. It wants to…
PAL-15-AC-20Reminder for a council charge or bill · letter with fees and route of challengeconsequentialsubscription
Staff, events and registration
- A post opens in the secretariat, the highways department, the caretaking team, or childcare reception. The clerk or the…
PAL-15-AC-21Local government recruitment · job advert, interview grid and selectionhigh-stakessubscription - An association, a committee, or a private person asks to use public land for a fair, a parade, a street party, or a…
- Every year before the meeting that approves the accounts and the report, the clerk receives the contributions of the…
- A couple comes to the register office or the county clerk to marry or to form a civil partnership. The registrar or the…
PAL-15-AC-24Marriage or civil partnership notice · checking the file and booking the ceremonyhigh-stakessubscription - A person reports at the electoral office, or writes, to register to vote, to change address, or to be removed. The…
Relations with the local community
- The secretariat receives the application of a gym club, a choir, or a festival committee: help for an event, or for its…
- A resident complains at the counter: repeated noise, waste left outside the permitted times, a garden bonfire, a…
- A journalist from the regional paper writes or calls to question the authority about an ongoing file, a contested…
PAL-15-AC-28Request from a journalist · written reply and talking points for the elected memberroutinesubscription - The executive is about to present a sensitive project to the population: redevelopment of a road, a neighbourhood plan…
PAL-15-AC-29Public information meeting · preparation, running order and minutesconsequentialsubscription - The authority wants to install cameras at the recycling centre or the sports hall, or introduce a staff monitoring…
PAL-15-AC-30Staff data and video surveillance · compliance check before going liveconsequentialsubscription
Healthcare & Private Practices 30 prompts
The record, the consent, the invoice.
Reception and appointments
- The practice phone rings all day and every receptionist triages in her own way: one puts a call through first, another…
- New software, an inspection or a patient surprised by a question reveals that the intake form is ten years old, copied…
PAL-19-SA-04Intake Form · what you inform, what you ask and what you refrain from askingconsequentialsubscription - The practice switches on automatic reminders to cut no shows, or a patient complains that a colleague read the practice…
PAL-19-SA-08Appointment Reminder · the message that says too little to give anything awayhigh-stakessubscription - A slot stayed empty, another patient would have taken that place, and the absent patient receives an invoice they…
- Several times a week, a third party asks the front desk for information that cannot be given: a spouse, an employer, an…
PAL-19-SA-30Refusal sentence at the front desk · never confirm that a person is a patientroutinesubscription
Record and confidentiality
- Start with a status line: what was read, the date of the map, what is missing. Then five deliverables. (1) The flow map…
- An inspection, a dispute, a software change or a practitioner’s departure reveals that everyone keeps the record in…
- A letter arrives, or a sentence at the counter: “I would like my file.” The reaction swings between giving everything…
PAL-19-SA-05Access Request to the Record · the reply to the patient within the deadlineconsequentialsubscription - The phone rings at the front desk: an insurer wants “just a confirmation”, a colleague asks for the record, a daughter…
PAL-19-SA-06Transmitting a Record · colleague, insurer, authority or relativeconsequentialsubscription - A relative calls or writes after a death and asks for the record, often to understand what happened. The receptionist…
Consultation and consent
- A patient disputes after a procedure: the question will not be “did they sign” but “what were they told, by whom, and…
- A practitioner wants to dictate their notes or have an interview transcribed, and the assistant already uses a writing…
PAL-19-SA-10AI in the Practice · a written rule for dictation, transcription and assistantshigh-stakessubscription - A practitioner receives more and more video consultation requests, and her practice already returns calls between two…
- An employer or an insurer disputes a certificate signed at the end of a consultation on a template that was never…
PAL-19-SA-18Medical certificate · limit it to what is needed, choose the recipient, avoid disputesconsequentialsubscription - A daughter answers in place of her mother, or a patient hands advance directives over at the counter: the front desk…
PAL-19-SA-28Decision making capacity and advance directives · who decides and who receives the informationconsequentialsubscription
Practice, reputation and crises
- A practice manager has the website redone, or discovers that a patient described their symptoms in the contact form…
PAL-19-SA-12The Practice Website · information, opening hours and contact formconsequentialsubscription - A harsh review, signed with a first name, appears on a platform. The reflex is to set the facts straight, and it is the…
- A physician retires, sells the practice or closes it, and wonders what to do with three thousand paper records and a…
PAL-19-SA-24Handing over or closing the practice · what happens to the recordsconsequentialsubscription - One Monday morning, an assistant realises that an email with the day’s appointment list went to an address completed…
PAL-19-SA-25Data incident · email to the wrong recipient, lost device or filehigh-stakessubscription - A patient is repeatedly aggressive towards the team, or durably refuses the agreed care: the practitioner wants to end…
PAL-19-SA-29End of the care relationship · the closing letter with continuity of careconsequentialsubscription
Billing and disputes
- An assistant receives a claim rejected by an insurer, or a patient who says they do not understand why they receive an…
PAL-19-SA-14Patient Pays or Direct Billing · invoicing correctly and explaining it to the patienthigh-stakessubscription - A patient must sign a quote for a long treatment whose stages they do not understand, nor what they will be left to…
- An invoice from the practice stays open past its due date and the front desk does not know what to write without…
PAL-19-SA-16Unpaid invoice · graded reminders, limitation period and the care relationshiproutinesubscription - A refusal decision arrives from the insurer and the practice hesitates between abandoning the service and sending…
- A letter of reproach arrives, or an email written in the heat of the moment, and the practitioner wants to answer…
Team and employment
- A medical assistant or a front desk person leaves the practice, and the physician, who hires once every few years, must…
PAL-19-SA-21Hiring at the practice · job advert, written contract information and payhigh-stakessubscription - An inspection is announced, a new radiology or laboratory device arrives, or an employee announces her pregnancy, and…
PAL-19-SA-22Workplace safety at the practice · responsible person, hazards and evidence fileroutinesubscription - A medical assistant announces her pregnancy. She works in radiology, in the laboratory or in sterilisation, and the…
PAL-19-SA-23Pregnant employee · risk assessment, assignment and protection of the postconsequentialsubscription - An assistant claims her hours, or an inspector asks for the time records: the practice discovers that its schedules…
- A practice signs its first apprenticeship agreement, or a young person changes post during training: the practitioner…
PAL-19-SA-27Apprenticeship at the practice · welcoming a young person and keeping the training fileconsequentialsubscription
Restaurant Owner 30 prompts
The menu, the dining room, the team, the inspections.
Menu and kitchen
- Start with a status line · ready, to complete, or blocked, then the seasonal products kept, the open cells, and what to…
- A client asks for a menu for a wedding, a company event or a birthday and expects a quick answer. The restaurateur must…
- A new menu goes to print, or a guest has just asked whether the dish contains tree nuts and the dining room could not…
PAL-10-RE-21Allergen Check · the menu before printing and the answer to the guestconsequentialsubscription - The menu keeps growing, products sleep in stock and the change of season is coming. The restaurateur hands over the…
- The food cost drifts and nobody knows what is thrown away, or why. The chef or owner launches this prompt with the last…
Dining room and guests
- A new review is posted in the evening, often a negative one, and the owner or the front of house manager wants to reply…
- A guest complains at the table or at the bar, or calls back the next day. The front of house manager runs this prompt…
- On a Tuesday evening a private hire request arrives by email for a group birthday, with a date, a number of people and…
- A table of six did not come on a Saturday night: the service is cut short and the produce was ordered for nothing. The…
- A cold room breakdown, a sick team or a bank holiday forces a closure at the last moment. The owner launches this…
Management and visibility
- It is order day and the week’s bookings change the needs. The chef or the owner runs this prompt with today’s stock…
- The owner runs the social networks personally, between two services. On Monday they have the week’s dishes, a brunch to…
PAL-10-RE-06Guest Communication · posts, stories and the month’s newsletterconsequentialsubscription - The month is closed. The accountant has returned the figures: purchases are up, sales too, but the margin is lower. The…
- The season ends and its lessons risk being lost before the next one. The owner remembers the worst services, not the…
- The owner or manager finds that a service, a renewal or a filing has been forgotten, often discovered on the day of an…
Hiring and onboarding
- A station chef leaves the brigade at the end of the month, the market is tight, and last year’s advertisement promises…
PAL-10-RE-07Job Advertisement · kitchen assistant or station chef, pay and terms checked against the rules providedconsequentialsubscription - It is ten past eleven, lunch service starts in twenty minutes. The fish of the day is replaced by veal, a group arrives…
PAL-10-RE-13Team Briefing Before Service · today’s instructions and a written traceconsequentialsubscription - A candidate is chosen for a kitchen or dining room job and the paperwork must be ready before the first day. The owner…
PAL-10-RE-16Hiring a Team Member · pay floor, written terms and right to work checksconsequentialsubscription - An apprentice cook or a summer worker under eighteen arrives and the rota must be redone. The owner does not know how…
PAL-10-RE-17Young Worker or Apprentice · hours, tasks and rest days that are allowedconsequentialsubscription - A commis or server arrives on Monday and nobody has prepared the welcome. The owner or the shift lead launches this…
Time, absences and departures
- It is the end of the month. The hours records are in a spreadsheet, two employees have not signed them and nobody has…
- A cook phones at noon: they are ill, or they were hurt on duty and are on their way to the emergency department. The…
- An employee leaves at the end of the season, hands in notice, or must be let go. The owner no longer knows which notice…
- After a till theft or a dispute with an employee, the owner wants to fit a camera, sometimes without saying so. They do…
- The schedule is made on Thursday night by feel, and nobody knows what is compliant. The restaurateur submits the…
Hygiene and safety
- The inspector has just noted in their report an incomplete temperature record and a cleaning schedule without…
PAL-10-RE-09Hygiene Self-Checks · procedures, records and instructions for the teamconsequentialsubscription - The front of house manager is absent one morning. The person who opens in their place does not know the freezer is…
- The authority announces an inspection at the end of the week, or the owner feels it coming after a report that listed…
- Guests call sick the day after a service, or the supplier announces a batch recall. In a few minutes the restaurateur…
PAL-10-RE-22Suspected Food Poisoning or Recall · first hours, traceability and notificationconsequentialsubscription - A test purchase was failed, or a new employee starts with no clear instruction on alcohol. The restaurateur gets a one…
PAL-10-RE-25Alcohol and Young Guests · written house rule and team trainingconsequentialsubscription
Associations & Foundations 30 prompts
The board, the general meeting, the funds.
Board, governing document and meetings
- A one page document. (1) Header · organization · date · place · start and end times · present, apologies, absent · who…
PAL-24-AF-01Minutes of a board or committee meeting · decisions, owners and deadlinesconsequentialopen · no account - Someone hesitates to accept election to the board, or the new treasurer asks what they are actually taking on. The…
PAL-24-AF-02Liability of board members · what binds the person, payments to people and the coverhigh-stakessubscription - A grant, a tax exemption or a regulator asks for a compliant governing document, and yours dates from decades ago…
PAL-24-AF-03Revising the governing document · mandatory clauses, outdated clauses and the proposal to the membershigh-stakessubscription - The annual meeting is in six weeks, the governing document is three pages written decades ago, and you must send a…
PAL-24-AF-04General meeting · notice, agenda, majority and decisions open to challengehigh-stakessubscription - The annual meeting is over, forty people went home, and the proof of what was voted rests on the notes of one person.…
PAL-24-AF-05Minutes of the general meeting · decisions, elections and follow-uphigh-stakessubscription
Reports, handover and accounts
- You write the annual report between two other obligations, the night before the meeting, and it contradicts the…
PAL-24-AF-06Annual activity report · the board’s report for the members and partnersroutinesubscription - A board that looks for “someone keen” without describing the real work finds nobody, and a departure without a handover…
PAL-24-AF-07Board succession · recruiting a successor and organizing the handoverroutinesubscription - The organization has been running for years, a funder or a donor asks whether donations are tax relievable, and the…
PAL-24-AF-08Charity and tax exempt status · the file to submit, the conditions to prove and the refusals to expecthigh-stakessubscription - A volunteer is elected to check the accounts, has never done it, and fears either saying nothing or accusing the…
PAL-24-AF-09Reviewing the accounts · mandate, checkpoints and report to the membershigh-stakessubscription - Accounts nobody understands are approved out of politeness, and the day a member, a bank, the regulator or the tax…
PAL-24-AF-10Annual accounts · the treasurer’s year end and presentation to the membersconsequentialsubscription
Budget, dues, volunteers and cover
- A budget copied from last year hides its assumptions, and an organization showing a balanced result can still run out…
PAL-24-AF-11Next year’s budget · prudent assumptions and cash flow monitoringhigh-stakessubscription - The call for dues goes out late and says nothing about what the money pays for, the reminder threatens what the…
PAL-24-AF-12Membership dues · the annual call, reminders and the member who does not payconsequentialsubscription - A monthly sum without receipts is the first thing a tax authority reclassifies as pay, and it is the people running the…
PAL-24-AF-13Expenses or pay · qualifying what the organization pays to individualshigh-stakessubscription - A camp or an outing with children is the heaviest responsibility an association takes on. An adult added at the last…
PAL-24-AF-14Camp or outing with minors · supervision, background checks, consents and healthhigh-stakessubscription - A cover assumed is worth nothing on the day of the claim, and the board often discovers its policy only when something…
Employer, foundations and funding
- A volunteer coach has been paid a monthly sum for two years, and the board decides to regularise by hiring. The gross…
PAL-24-AF-16First employee · contract, payroll and the real cost for the organizationhigh-stakessubscription - A foundation gives for the purpose its deed sets; an application outside that purpose is set aside unread, and a file…
PAL-24-AF-17Application to a donor foundation · a support file aligned with its criteriahigh-stakessubscription - A public body decides on what the organization brings to residents and on what its rules demand in return (other…
- A foundation board of volunteers inherits a deed from decades ago and a regulator it hears from once a year. What no…
PAL-24-AF-19Foundation · board, accounts, examination and reports to the regulatorconsequentialsubscription - A donor who finds out when filling in the tax return that the gift is not relievable does not give again, and it is the…
PAL-24-AF-20Fundraising appeal · the year end letter and tax relief stated accuratelyconsequentialsubscription
Donations, events and public image
- Whoever gives and is not thanked does not give again, and a receipt that is wrong, or promised when the organization…
PAL-24-AF-21Gift received · the thank you and the receipt for the donor’s tax reliefhigh-stakessubscription - A procedure forgotten brings the party down, and the rules on alcohol, noise and safety are local: only the council or…
PAL-24-AF-22Event · permits, bar, safety and noise to settle with the councilconsequentialsubscription - A published photograph is personal data, often of a child, and a board that wrote nothing finds out its rule the day a…
- Employment law applies to the person the organization pays, young or adult, even for one evening, and the organization…
PAL-24-AF-24Event staff · young people, evening hours, night work and the hours recordhigh-stakessubscription - A badly handled crisis becomes a scandal, one sentence too many commits the organization, and people affected must…
PAL-24-AF-25Crisis communication · accident, misappropriation or public accusationhigh-stakessubscription
Data, records, members and winding up
- An association is a private body subject to data protection law, and its member list can reveal a political, religious…
PAL-24-AF-26Data protection · members, donors and beneficiaries, from inventory to toolshigh-stakessubscription - Registration, tax and scrutiny of accounts are three different questions with different criteria and consequences, and…
PAL-24-AF-27Registration, tax and scrutiny of accounts · thresholds to check each yearhigh-stakessubscription - A member can challenge in court a decision that breaks the law or the governing document, and an expulsion is exposed…
PAL-24-AF-28Expelling a member · power in the governing document, decision, notice and challengehigh-stakessubscription - An organization does not end by being abandoned: it is wound up by decision, by operation of law or by a court, its…
PAL-24-AF-29Winding up · decision, liquidation, removal and what happens to the assetshigh-stakessubscription - Handing members’ personal data to third parties without a valid basis harms each member, whereas a well written refusal…
School & Vocational Education 30 prompts
Teach, assess and support a student or apprentice, from everyday classroom work to vocational training.
Prepare, teach, assess
- Start with a status line · country and framework, what is copied from the curriculum extract, what is assumed, what is…
- A teacher has prepared tomorrow’s activity for the whole class. One pupil has been switching off for weeks, and the…
PAL-25-EN-02Differentiating an activity · for a pupil who is not reaching the objectiveconsequentialsubscription - A teacher comes back from a meeting with the family, the school leadership and the support service. The measures were…
PAL-25-EN-03Support plan · written version for a pupil with special educational needs or a disabilityhigh-stakessubscription - A pupil handed in a piece of work on Wednesday, and the test that will count for the mark takes place in two weeks. The…
- A teacher prepares the end of sequence test, or has to mark a batch of papers and wants marking that any colleague…
Parents and pupil data
- A teacher has noticed for several weeks that a pupil is switching off in mathematics and wants to call the family.…
PAL-25-EN-06Communication to a parent · progress or difficulty of their childconsequentialsubscription - A fight breaks out at break, one pupil has a graze, another has an item confiscated. That same evening, two families…
- A teacher takes a class of middle primary pupils at the start of the year. Every year families ask the same questions…
- A teacher has an hour and a half in front of the families of his class, on the evening of the start of the year. He…
- A colleague suggests using a quiz app with the class, and the leadership asks “have you checked?”. The teacher must…
Pupil follow up and class life
- You leave the year team or student support meeting with loose notes: three pupils discussed, measures proposed, and…
- A pupil has been switching off for several weeks, you think of the speech therapist or the school psychologist, but you…
- A pupil insulted a classmate during break, you reacted on the spot, and in two days the story will have changed, for…
- A pupil has changed attitude since the start of the year, you want to see him alone at break or after class, but you…
PAL-25-EN-14Talk with a pupil · preparation outline and brief written recordconsequentialsubscription - At the end of June, the school prepares a weighty decision for a pupil whose results are borderline: move up with the…
PAL-25-EN-15End of year review · reasoned proposal on progression, extra support or retentionhigh-stakessubscription
Projects, team and classroom framework
- Three colleagues want to tackle the same theme over a term, each in their own subject, and the first coordination…
PAL-25-EN-16Interdisciplinary project · a cross-curricular theme from the official curriculum or standardsconsequentialsubscription - A class is preparing a recorded oral, a filmed outing or photos for the school website, and the teacher does not know…
- You have just observed a colleague’s lesson as part of peer mentoring, your notes are in a jumble and the follow-up…
- The appraisal conversation with school leadership or your mentor is coming up, and you know your practice has to change…
PAL-25-EN-19Professional development · preparing the appraisal or evaluation conversationroutinesubscription - At the start of the year you discussed the rules with your students, the board is full of phrases in no order and you…
PAL-25-EN-20Class charter · formatting the rules built together with the studentsconsequentialsubscription
Crises, alerts and apprentice follow-up
- An accident, dangerous behaviour or an outside event affects a class or the school. In the hours that follow, school…
- At the end of a period, a vocational tutor has marked an apprentice’s work and must return a result with feedback that…
PAL-25-EN-22Apprentice assessment · aligned with the apprenticeship standard or program standardsconsequentialsubscription - A few months before the end-point assessment (UK) or the final completion exam (US), an apprentice’s progress record…
PAL-25-EN-23End-point assessment or completion exam · preparing an apprentice who is strugglingconsequentialsubscription - At an agreed progress review, or after a weak signal (absences, falling grades), the vocational tutor writes to the…
- An apprentice piles up absences, failures or signs of distress that go beyond what the tutor can handle alone. Before…
Teaching in vocational school
- A vocational tutor is preparing, before the start of term, a module for a cohort of apprentices. The apprenticeship…
PAL-25-EN-26Module course plan · aligned with the apprenticeship standard or program standardsconsequentialsubscription - A vocational tutor has just visited an apprentice at their employer. He has notes taken standing in the workshop and…
- A tutor used to apprentices aged sixteen to eighteen must run, next week, a group of adults changing careers who have…
- The admissions panel of a college programme has just decided not to admit an applicant. The head of admissions or the…
- At the end of the term, a tutor must take stock of an apprentice whose work and assessments he has marked, scattered…
Cleaning & Facility Company 30 prompts
Quote, hire, secure, inspect.
Offers and clients
- A client asks for a price to clean its offices, school or building. The owner spends an hour on site, takes a few…
- A client compares three quotes per square metre. The owner who prices at the market rate without rebuilding the hours…
PAL-27-NE-02Maintenance cleaning quote · price rebuilt from hours at collective-agreement rateshigh-stakessubscription - The client has accepted the quote, but nobody has written down who cleans what, how often, with which product. From the…
- A municipality, a school or a care home publishes the cleaning of its buildings on the official tender platform. The…
PAL-27-NE-04Public tender · conditions of participation, price and bidder’s declarationhigh-stakessubscription - The minimum wage grid of the agreement has changed. The owner now pays more for every hour, but the contract with the…
PAL-27-NE-05Annual price review for the client after an agreement-driven increaseconsequentialsubscription
Staff and collective agreement
- Start with a status line · the agreement applied with the name and date of the text read, then the list of empty fields…
PAL-27-NE-06Employment contract compliant with the agreement that applies where the work is donehigh-stakesopen · no account - A maintenance cleaner takes on post-construction cleaning hours, then more of them. The owner no longer knows which…
PAL-27-NE-07Classifying an employee · category, track, move to specialist cleaninghigh-stakessubscription - A team chains three sites in the same evening. The schedule counts the hours on site and forgets the road between…
- An hourly payslip mixes base pay, holiday pay, public holidays and thirteenth month pay on the same line, and omits the…
PAL-27-NE-09Payslip · supplements, holiday pay, thirteenth month pay and joint-committee levyhigh-stakessubscription - A letter from the joint committee asks for contracts, payslips and records of hours for a whole period. Without a…
Hiring and end of contract
- You are looking for a cleaner and you post the advertisement on your website, as you do every year. But where the rules…
PAL-27-NE-11Vacancy subject to mandatory notification · going through the public employment serviceroutinesubscription - A foreign candidate turns up and can start on Monday. If the residence permit does not allow work, it is the employer…
- A client wants its premises cleaned at night or on Sunday. Where the working time rules prohibit night and Sunday work…
- An employee has been absent for several weeks and a site is short of staff. Terminating the contract during the absence…
- A client tells you it is changing contractor at the end of the month. The hours of the team on that site remain owed…
Safety and hygiene
- A client, an inspector or an employee asks for the safety data sheet of a product the team uses, and nobody knows where…
- A new employee starts on Monday on a site they do not know, with products they have never used, and nobody has the time…
- A client asks for the cleaning of glass roofs, facades or high windows, and you do not know whether your team can do it…
PAL-27-NE-18Work at height and window cleaning · hazard analysis and safety specialistsconsequentialsubscription - An employee slips on a wet floor at a client’s premises and goes to the doctor, and you do not know whom to notify, in…
- A care home or a clinic asks you to clean its rooms and bathrooms, and you must write a protocol that distinguishes…
Quality and client relations
- The client says “it isn’t clean,” and the owner has nothing to rely on, because every inspection is done by eye. A grid…
- A client writes that the work was not done or that an item was damaged. Replying in the heat of the moment commits the…
- The client only sees the cleaning when there is a problem, and does not know what is being paid for. A short monthly…
- Clients entrust access to their premises, often at night with no one on site. A lost key, a lent badge, or a document…
- A departing tenant or a property manager asks for a price to hand back a clean home. Selling by the square foot means…
Management and growth
- A cleaning contract seems to be running, but the team spends more hours on it than the price covers: travel between…
- The owner is short of hands for a contract, a site, or a cover and entrusts part of the work to another cleaner. The…
- A general contractor or a project owner asks for an end of construction clean with a tight handover date. The owner…
PAL-27-NE-28End of Construction Cleaning · quote, schedule, and staff categoryhigh-stakessubscription - The owner wants to train an apprentice cleaning operative on the full or the basic qualification track. The owner must…
PAL-27-NE-29Training an Apprentice Cleaning Operative · full or basic qualification trackhigh-stakessubscription - The owner wants to grow: a new segment such as care homes, construction, or special cleaning, or a new region. The…
Hairdressing & Beauty 30 prompts
Welcome, treat, charge, hire.
Hiring and paying
- Start with a status line: country and state, texts read (name and date), employment status of the person, missing data…
PAL-28-CO-01Employment contract · role, qualification, and pay set against the rules that applyhigh-stakesopen · no account - It is month end, before wages are paid, or a team member challenges her statement because her share of takings looks…
PAL-28-CO-02Pay statement · check against the minimum and the share of takingshigh-stakessubscription - You are preparing the rota for the next two weeks, or you want to open late on Saturday or on Sunday. This prompt…
- Spring or summer, three people ask for the same week and you know neither who still has how many days nor who can…
- A team member resigns or you must end a contract, and she has a loyal clientele. This prompt works out the notice…
Apprentices and training
- A young person applies for the autumn start and you wonder whether you may train them, with which supervisor, and how…
PAL-28-CO-06Taking on an apprentice or trainee · supervisor conditions, places, and calendarhigh-stakessubscription - A young apprentice or a student on work experience arrives at the salon and the Saturday rota concerns them: late…
PAL-28-CO-07Young person under 18 · hours, hazardous work, and information to the parentsconsequentialsubscription - It is the end of the quarter, the apprentice has not filled the training record, and you must sign it and write the…
- A long-standing team member with no diploma or licence asks how to get recognised, or a better pay. The owner does not…
PAL-28-CO-09Experienced team member without a qualification or licence · route to the recognised credentialhigh-stakessubscription - A team member says they want to take an advanced qualification. The owner must know when they will be eligible, what…
PAL-28-CO-10Further training of a team member · advanced qualification, experience required, and costhigh-stakessubscription
Health and safety
- A new team member starts on Monday, or an inspector or an insurer asks you to prove that the team is informed and that…
- A letter announces a visit, or you want to check the salon before the insurer calls. You have the checklist of the…
- A team member comes in with red and cracked hands, or an eczema that comes back, and cannot work normally. You do not…
PAL-28-CO-13Dermatitis of a team member · reporting, adjusting the job, and what followshigh-stakessubscription - The fridge in the back room holds the lunch of the team and the dyes, or the smell of bleach bothers people. You want…
- You open a barber corner or a client points out a badly cleaned tool. You have scissors, combs, blades, and clippers…
PAL-28-CO-15Tool hygiene · blades, clippers, and barbering, disinfection and written recordroutinesubscription
Products, equipment and treatments
- The owner of a salon takes on a new supplier of dyes and bleaches, or an inspector announces a visit. The safety data…
- The owner of a salon wants to sell a shampoo or a cream made by a third party but carrying the name of the salon. The…
PAL-28-CO-17House brand · compliance of a cosmetic sold under the salon’s namehigh-stakessubscription - The manager of a beauty salon is about to buy a hair removal device, or a team member wants to offer a laser treatment…
PAL-28-CO-18Laser and intense pulsed light · who may do what, and what is reserved to medical staffhigh-stakessubscription - A client asks for a treatment she saw on social media, and the owner hesitates to add it to the menu. The maker…
- The manager of the salon prepares a poster, a post, or a label for an anti hair loss serum or a ‘repairing’ treatment.…
PAL-28-CO-20Claims and label · what can be said of a product sold in the salonconsequentialsubscription
Clients and data
- The owner of a salon or a beauty salon redoes her paper record, or moves to booking software that asks which fields to…
PAL-28-CO-21Client record and health questionnaire · allergies, pregnancy, skin conditions, and consentconsequentialsubscription - A new client books a colour, or a client says she has reacted to a dye before. The stylist no longer knows who does the…
PAL-28-CO-22Allergy test before colouring · protocol, timing, and written recordconsequentialsubscription - A client comes back to the salon with a burn on the scalp, a reaction to a dye, or broken hair, shows photos and speaks…
PAL-28-CO-23Incident involving a client · burn or reaction, care, insurance, and notificationhigh-stakessubscription - A client writes or posts that her colour is wrong and asks for a refund. The owner hesitates between apologising to…
PAL-28-CO-24Client complaint · missed colour or cut, reply, and goodwill gestureconsequentialsubscription - A stylist is proud of a transformation and wants to post it on Instagram with the client recognisable. Consent to the…
PAL-28-CO-25Before and after photos · separate consent and publication on social mediaroutinesubscription
Status, compliance and management
- A stylist asks to rent a chair in your salon as self-employed, or a tax authority or labour department asks about…
PAL-28-CO-26Chair rental · testing the facts against the signs of false self-employmenthigh-stakessubscription - A self-employed stylist already works in your salon on a verbal deal, or wants to move in. You want to write down what…
- A letter arrives announcing a check of your pay and hours records, or an inspector from the council, the state board…
PAL-28-CO-28Inspection of the salon · file to present and points of attentionhigh-stakessubscription - At the start of the year, or at the start of the tax year, you have a pile of renewals and filings: licences, insurance…
PAL-28-CO-29Yearly obligations of the salon · calendar, renewals, and filingsconsequentialsubscription - You are taking over a salon or opening your own, and everything arrives at once: staff and contracts, the lease…
PAL-28-CO-30Taking over or opening a salon · roadmap of duties, team, products, and clientshigh-stakessubscription
As of 2026-11-08 · 1050 prompts across 35 professions. Prompts marked “open · no account” can be read in full without signing up.