Simulated training project Self-study sample — V2

Sample lesson · Slide 1

Clear notes. Accountable next steps.

An AI office-work sample for administrative teams.

Turn Meeting Notes into Action Items—Without Inventing Decisions

Self-study sample · 20–30 minute teaching sample (page timings total 24 minutes) — one module of a 180-minute workshop proposal, not the full workshop.

Replays the cover sequence only.

A2

Alex must complete the meeting-room and projector checks by 4 November 2026.

A3

A visitor guide needs to be prepared. Its owner and completion date have not been decided.

A4

Reception must confirm the final visitor count with the supplier.

Action items

Source A

Complete room and projector checks OwnerAlex Due4 Nov 2026

Prepare visitor guide OwnerTBD DueTBD

Confirm final visitor count OwnerReception DueTBD

EVIDENCE A2 · A3 · A4 3 actions

01 Summarize with evidence Every filled field points back to the source.

02 Keep unknowns visible Undecided owners and dates stay TBD.

03 Check before sending A person confirms and authorizes the next action.

Simulated training project Self-study sample — V2

Slide 2 · The problem

Fluent is not the same as confirmed.

A polished sentence can quietly borrow a name, a date and a number.

Source A — exact notes A3 · A4

A3 A visitor guide needs to be prepared. Its owner and completion date have not been decided.
A4 Reception must confirm the final visitor count with the supplier. No deadline for that confirmation has been set.

Elsewhere in Source A, note A2 assigns Alex the meeting-room and projector checks, due 4 November 2026.

Example draft Unsupported — find the assumptions

“Alex will prepare the visitor guide by 4 November 2026 for 18 visitors.”

Written for this lesson as a deliberately unsupported example. It is not a recorded AI output and no model was called.

Ask Which details could you point to in the source?

Simulated training project Self-study sample — V2

Slide 3 · The method

Prepare → Generate → Verify

01Source packin

What the learner hands over: one set of notes, plus the rules the draft must obey.

A1Supplier briefing on 6 November 2026.
A2Alex: meeting-room and projector checks by 4 November 2026.
A3Visitor guide needed — owner and completion date not decided.
A4Reception to confirm the final visitor count; no deadline set.
A5Administration team: notice draft; do not send before details are confirmed.

One source pack only — no outside names, dates or numbers.
Undecided fields are written TBD, never filled in.

02Three outputsout

One request, three deliverables — each one checkable against the notes.

A short summary of the meeting.
An action table with five fixed columns.
A list of open questions still to be answered by a person.

Every row is a task a person stated — not a task the draft invented.

03Field by fieldchecked

Each filled field is traced back to the note that supports it.

Complete room and projector checks

Owner Alex · Due 4 Nov 2026 · stated in the note

A2

A field with no matching note becomes TBD.
A permission in the notes is a required condition, not an approval already given.
Where responsibility or permission is unstated, a person decides — the draft cannot.

Step 1 of 3 — Prepare. One source pack, with the rules the draft has to follow.

Simulated training project Self-study sample — V2

Slide 4 · The prompt

Give the AI a contract, not a wish.

01

Task “You are helping prepare administrative meeting notes.”

02

Source “Use only the source notes provided below.” — A1 to A5, pasted in full, nothing else.

03

Output “Return: 1. A short meeting summary. 2. An action table with Action, Owner, Due date, Open item and Evidence. 3. A short list of clarification questions.”

04

Boundaries “Preserve explicit assignments and dates. If a field is not provided or has not been decided, write TBD. Do not transfer an owner or deadline from one task to another. Do not invent names, quantities, locations, approvals or commitments. Do not send messages or take business actions.”

Shape

Task Source Output Boundaries

Key rule

If it is not provided or decided, write TBD.

The full worked prompt for Source A sits in the panel. Copy it, or select the text yourself if clipboard access is blocked.

Simulated training project Self-study sample — V2

Trace each field to its source.

Pre-authored demonstration Step 0 of 4

Context Supplier briefing planned for 6 November 2026. This event date stays in the context strip. It is not a task deadline and must not populate any due date below.

Source A — exact notes

A1–A5

A1 The company is planning a supplier briefing on 6 November 2026.Context only
A2 Alex must complete the meeting-room and projector checks by 4 November 2026.
A3 A visitor guide needs to be prepared. Its owner and completion date have not been decided.
A4 Reception must confirm the final visitor count with the supplier. No deadline for that confirmation has been set.
A5 The administration team should prepare a notice draft. Do not send it until the relevant details have been confirmed.

Reference action table

Extracted fields only

Action	Owner	Due date	Open item / boundary	Evidence
Complete room and projector checks	Alex	4 Nov 2026	No further condition stated	A2
Prepare visitor guide	TBD	TBD	Owner and completion date not decided	A3
Confirm final visitor count	Reception	TBD	Final count and confirmation deadline not supplied	A4
Prepare notice draft	Administration team	TBD	Do not send before relevant details are confirmed	A5

No rows extracted yet. Press Extract next to trace the first field.

Why this field

Press Extract next to trace the first field. Each step explains why a filled field can be copied from the source and why an open field must stay TBD.

Step 0 of 4 — nothing traced yet.

Reference summary

Content Source — section C, Source A reference summary (exact)

The company is planning a supplier briefing on 6 November 2026. Alex must complete the meeting-room and projector checks by 4 November. The visitor guide still needs an owner and completion date. Reception must confirm the final visitor count; its confirmation deadline is TBD. The administration team should prepare a notice draft and wait for the relevant details to be confirmed before sending it.

Simulated training project Self-study sample — V2

Slide 6 · Check the draft

Three assumptions hiding in one sentence.

Example draft · Unsupported — find the assumptions

“ will prepare the visitor guide for .”

Select each highlighted detail to see what the source actually says. Two of these details are real — but they belong to a different task. One has no source at all.

Nothing selected yet. Choose a highlighted detail above — each one opens its own evidence and correct handling. No score is given. This is a check of where each detail comes from, not a graded test.

Corrected draft

“A visitor guide needs to be prepared. Owner: TBD. Due date: TBD. Reception must confirm the visitor count.”

No detail selected. Select each highlighted detail to see its evidence and correct handling. Reset returns all three to the unselected state.

Simulated training project Self-study sample — V2

Slide 7 · Independent practice

Your turn: keep the gaps visible.

Source B — practice notes B1 · B4

B1The office-supplies review is planned for 10 November 2026.
B2Casey will check current stock by 8 November 2026.
B3A replenishment list is needed. Its owner and due date are not assigned.
B4Department quantities are still awaiting confirmation. Procurement approval is required before any purchase.

Use only B1–B4. Write a one- or two-sentence summary, the three action rows, and the open questions. Do not purchase, submit or send anything.

Worksheet — type your answer here

Self-study sample · V2

Rules while you type

Source B only. Use B1–B4 — nothing outside these notes.
Unstated stays TBD. If a field is not provided or decided, write TBD; never guess.
No transfers. Do not move an owner or deadline from one task to another.
No actions. Do not purchase, submit or send anything.

1 · Summary (1–2 sentences)

2 · Action rows (3)

Action	Owner	Due date

3 · Open questions

Your entries stay on this page while you move between slides. Refreshing or closing the page clears them — nothing is saved or sent.

Hint 0 of 3

Press Show a hint for one source-grounded reminder at a time.

Reference answer hidden. Attempt the summary, the three rows and the questions first; reveal only when you are ready to compare.

Simulated training project Self-study sample — V2

Slide 8 · Take it into work

Before you send, check four things.

01Every task is included.

02Every name, date and quantity has a source.

03Open questions stay visible.

04A responsible person approves the next action.

Blank worksheet template Plain text · copy or download

ACTION TABLE

Action | Owner | Due date | Open item / boundary | Evidence
______ | _____ | ________ | ____________________ | ________
______ | _____ | ________ | ____________________ | ________
______ | _____ | ________ | ____________________ | ________

BEFORE SENDING
[ ] Every task is included.
[ ] Every name, date and quantity has a source.
[ ] Open questions stay visible.
[ ] A responsible person approves the next action.

A useful draft makes uncertainty visible.

End of sample

Clear notes. Accountable next steps.

Action items

Fluent is not the same as confirmed.

Prepare → Generate → Verify

01Source packin

02Three outputsout

03Field by fieldchecked

Give the AI a contract, not a wish.

Trace each field to its source.

Source A — exact notes

Reference action table

Three assumptions hiding in one sentence.

Your turn: keep the gaps visible.

Worksheet — type your answer here

Before you send, check four things.

Full worked prompt — Content Source section D

Reference answer — Source B only

Reference action table

Reference questions

Action	Owner	Due date	Open item / boundary	Evidence
Check current stock	Casey	8 Nov 2026	No further condition stated	B2
Prepare replenishment list	TBD	TBD	Owner, due date and department quantities need confirmation	B3–B4
Confirm department quantities	TBD	TBD	Responsible person and confirmation date not provided	B4