Free practical worksheet

Give AI a brief you can both check.

Five short fields turn a vague request into one clear task with context, human boundaries, and a verification step. Use the worksheet below without signing up.

The five parts of a useful handoff

  1. 1.

    Name the task. Choose one real responsibility from work or everyday life.

  2. 2.

    Define done well. Describe the result you would recognize and use.

  3. 3.

    Give permitted context. Share only the background the AI needs and may receive.

  4. 4.

    Protect what stays human. Keep judgment, relationships, voice, and private information in the right hands.

  5. 5.

    Verify the result. Decide how you—not the AI—will check whether the work is ready.

Use the worksheet online

Type directly into this version without signing up or downloading anything. Your answers stay in this browser tab.

Choose one real task from work or everyday life.

Describe an outcome you would recognize, not a vague request to make it better.

Include only the background it needs and that you are permitted to share.

Name the judgment, relationship, voice, or information the AI must not take over.

Choose a check you will perform, not a promise the AI makes about itself.

Your delegation brief

I am handing you one task. Read the brief and ask one clarifying question if anything essential is missing. Task: [the task or responsibility] Done well looks like: [the finished outcome] Context you may use: [relevant, permitted context] Keep this human or private: [judgment, relationship, voice, or information to protect] Verification: [the check I will perform] Do not invent missing facts. Mark uncertainty clearly. Stop and ask before acting outside this brief.
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When one good handoff is not enough

Build Your First AI Director turns one task into a reusable role with a job, context, boundaries, instructions, and a calibration practice.

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Questions

Do I need to be technical?

No. If you can explain a task and recognize a useful result, you can use this worksheet.

Which tools does it work with?

The brief works in Claude, ChatGPT, Gemini, Copilot, or another conversational AI tool.

Does B&B receive my answers?

No. The HTML version builds the brief in your browser tab. Do not paste information you are not permitted to share into any AI tool.