4.9 KiB
Executable File
4.9 KiB
Executable File
Complete Workflow
Version: 1.0 (2025-03-25)
PURPOSE
This workflow provides a comprehensive overview of the two-step document prompt engineering process, from initial requirement gathering through implementation and maintenance.
TWO-STEP PROCESS OVERVIEW
The document prompt engineering process consists of two primary phases:
- Initial Prompt Engineering: Focused on requirements gathering, analysis, and initial prompt creation
- Prompt Review: Focused on evaluation, refinement, and optimization
This separation ensures thorough exploration followed by targeted improvement.
DETAILED WORKFLOW
PHASE 1: PREPARATION
1.1 Project Initialization
- Define document type and purpose
- Gather sample documents
- Identify stakeholders and subject matter experts
- Establish success criteria
- Create project continuity document
1.2 Requirements Analysis
- Analyze document structure and components
- Identify regulatory or compliance requirements
- Document user needs and pain points
- Map content relationships and dependencies
- Define terminology standards
1.3 Environment Setup
- Create project folder structure
- Initialize artifact templates
- Establish version control approach
- Set up testing methodology
- Prepare continuity management system
PHASE 2: INITIAL PROMPT ENGINEERING
2.1 Exploratory Interview
- Conduct structured interview with Claude
- Focus on one question at a time
- Document all insights and recommendations
- Utilize extended thinking mode for complex topics
- Update continuity document with progress
2.2 Document Analysis
- Analyze structural patterns
- Identify critical components
- Document domain-specific terminology
- Map content relationships
- Define document lifecycle
2.3 Prompt Architecture Development
- Design context provision strategy
- Develop instruction components
- Create format specification
- Draft example blocks
- Establish guardrails and constraints
2.4 Initial Prompt Creation
- Draft complete prompt using structured template
- Incorporate all key elements identified
- Ensure proper formatting and organization
- Document assumptions and design decisions
- Create Claude-optimized version if needed
2.5 Preliminary Testing
- Test with sample scenarios
- Document initial performance
- Identify obvious improvement areas
- Prepare for review session
- Update continuity document
PHASE 3: PROMPT REVIEW
3.1 Performance Assessment
- Evaluate against success criteria
- Analyze output quality and consistency
- Identify strengths and weaknesses
- Document performance metrics
- Prioritize improvement areas
3.2 Structural Analysis
- Evaluate context effectiveness
- Assess instruction clarity
- Review format adherence
- Analyze example utility
- Document structural insights
3.3 Content Quality Evaluation
- Assess factual accuracy
- Evaluate completeness
- Review logical flow
- Check tone appropriateness
- Verify terminology consistency
3.4 Optimization Strategy
- Develop targeted improvements
- Create experimental variations
- Design comparison methodology
- Define success indicators
- Document optimization approach
3.5 Prompt Revision
- Implement prioritized improvements
- Create revised prompt draft
- Document changes and rationale
- Update related artifacts
- Prepare for validation testing
3.6 Validation Testing
- Test with predefined scenarios
- Compare to original performance
- Document improvements
- Identify any new issues
- Make final adjustments
PHASE 4: IMPLEMENTATION
4.1 Finalization
- Make go/no-go decision
- Finalize prompt documentation
- Create implementation guide
- Establish monitoring plan
- Update all project artifacts
4.2 Deployment
- Implement in target environment
- Provide user training if needed
- Monitor initial performance
- Gather feedback
- Document deployment process
4.3 Performance Monitoring
- Track key performance indicators
- Collect user feedback
- Document edge cases
- Identify optimization opportunities
- Schedule periodic reviews
PHASE 5: MAINTENANCE
5.1 Periodic Review
- Evaluate ongoing performance
- Identify changing requirements
- Update prompt as needed
- Document review findings
- Schedule next review
5.2 Continuous Improvement
- Implement minor optimizations
- Test variations
- Document performance changes
- Update related artifacts
- Maintain version history
ROLE-SPECIFIC WORKFLOWS
FOR PROMPT ENGINEERS
- Lead initial requirements gathering
- Conduct exploratory interviews with Claude
- Draft initial prompt architecture
- Create example blocks
- Document design decisions
- Participate in review sessions
- Implement technical optimizations
- Update technical documentation
FOR SUBJECT MATTER EXPERTS
- Provide domain knowledge
- Review document components for accuracy
- Validate terminology usage
- Assess output quality
- Identify domain-specific edge cases
- Help prioritize improvements
- Review final documentation
- Support