Initial Prompt Engineering Session Template

Version: 1.0 (2025-03-25)

PURPOSE

This template guides the initial session of document prompt engineering to systematically develop an effective prompt structure for any document type.

PREPARATION CHECKLIST

Document samples collected (minimum 3 recommended)
Target outcome defined
Stakeholder requirements documented
Domain expertise identified/secured
Technical constraints acknowledged

SESSION STRUCTURE

1. DOCUMENT ANALYSIS

[DOCUMENT TYPE]: 
[PRIMARY PURPOSE]:
[TARGET AUDIENCE]:
[CRITICAL COMPONENTS]:
[DOMAIN-SPECIFIC TERMINOLOGY]:
[STRUCTURAL PATTERNS]:
[PAIN POINTS IN CURRENT PROCESS]:

2. PROMPT OBJECTIVES

[PRIMARY OBJECTIVE]:
[SECONDARY OBJECTIVES]:
[SUCCESS CRITERIA]:
[FAILURE MODES TO AVOID]:

3. PROMPT ARCHITECTURE

3.1 Context Provision

[ESSENTIAL BACKGROUND]:
[DOMAIN KNOWLEDGE REQUIREMENTS]:
[REGULATORY/COMPLIANCE ELEMENTS]:

3.2 Instruction Components

[CORE INSTRUCTIONS]:
[SUPPLEMENTARY GUIDELINES]:
[GUARDRAILS AND CONSTRAINTS]:

3.3 Format Specification

[REQUIRED SECTIONS]:
[STRUCTURAL REQUIREMENTS]:
[STYLISTIC GUIDELINES]:

3.4 Examples Block

[INPUT EXAMPLE 1]:
[EXPECTED OUTPUT 1]:

[INPUT EXAMPLE 2]:
[EXPECTED OUTPUT 2]:

4. QUESTION SEQUENCE FOR CLAUDE

Use the Exploratory Interview Guide artifact for structured questioning hierarchy. Document each question and answer from Claude.

Q1: [First high-level question]
A1: [Claude's response]

Q2: [Follow-up based on response]
A2: [Claude's response]

[CONTINUE SEQUENCE]

5. INITIAL PROMPT DRAFT

[FULL PROMPT TEXT]:

6. PRELIMINARY TESTING NOTES

[TEST SCENARIO 1]:
[OUTCOME]:
[OBSERVATIONS]:

[TEST SCENARIO 2]:
[OUTCOME]:
[OBSERVATIONS]:

7. NEXT STEPS

Schedule prompt review session
Identify subject matter experts for review
Plan A/B testing methodology
Update continuity document with session outcomes

NOTES

Use extended thinking mode for complex document analysis
Maintain consistent terminology (reference Terminology Bank artifact)
Document all assumptions made during the session
Flag any areas requiring additional research

Cross-reference with: Artifact Structure Guide, Exploratory Interview Guide, Terminology Bank

2.3 KiB Executable File Raw Blame History