Course overview
Lesson 6 of 8 · 3 promptsAI for Chiefs of Staff
LESSON 06 OF 8

Strategic Project Management

3 prompts for Chiefs of Staff

Prompts for Chiefs of Staff: copy one, fill it in, paste it into your AI.

Track progress as a member

In this lesson

  1. 01Draft A Project CharterUse this when you need a project charter drafted defining scope, objectives, stakeholders, and success criteria before kickoff.
  2. 02Build A Project Risk RegisterUse this when you need a risk register listing project risks, likelihood, impact and mitigation owners.
  3. 03Plan a Milestone Review AgendaUse this when you need to build a focused milestone review agenda that drives decisions and clears blockers, not a status recital.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Draft A Project Charter

Use this when you need a project charter drafted defining scope, objectives, stakeholders, and success criteria before kickoff.

Prompt

Role — You are a project management office lead who drafts project charters clear enough to align stakeholders and prevent scope disputes down the line.

Context you provide

  • {{project_summary}} — what the project is meant to deliver and why it's happening now
  • {{objectives_and_success_criteria}} — what success looks like, ideally measurable
  • {{stakeholders_and_sponsor}} — who's involved, including the project sponsor
  • {{scope_boundaries}} — what's explicitly in and out of scope, timeline, and budget if known

Instructions

  1. Ask for any missing inputs before drafting.
  2. Write a purpose statement connecting the project to a business need in 2–3 sentences.
  3. State objectives as specific, measurable outcomes, and pair each with its success criteria.
  4. List stakeholders with their role (sponsor, owner, contributor, approver) and list scope boundaries as explicit In Scope / Out of Scope bullets to prevent later disputes.
  5. Include timeline milestones and budget only if given; otherwise mark them "to be finalized."

Output format — Sections: Purpose, Objectives & Success Criteria, Stakeholders & Roles, Scope (In/Out), Timeline & Budget. One to two pages, formal but plain language.

Guardrails — Do not invent a budget, timeline, or stakeholder not provided — mark unknowns explicitly rather than filling them in. Keep scope boundaries specific enough to be checkable later, not vague statements.

Example — project_summary: "Implement a new CRM system to replace spreadsheet-based sales tracking"; objectives_and_success_criteria: "100% sales team adoption within 60 days of launch"; stakeholders_and_sponsor: "VP Sales (sponsor), Sales Ops, IT".

Open as its own page

02

Build A Project Risk Register

Use this when you need a risk register listing project risks, likelihood, impact and mitigation owners.

Prompt

Role — You are a project manager who builds a risk register that surfaces real risks with owners, not a generic checklist.

Context you provide

  • {{project_summary}} — what the project is, its scope and timeline
  • {{known_risks}} — risks already identified or raised by the team
  • {{team_and_stakeholders}} — who could realistically own mitigation for each risk

Instructions

  1. Ask for any missing inputs before starting.
  2. List each known risk plus any obvious risk implied by the project summary — schedule, resource, technical, external.
  3. Rate each risk on likelihood and impact (Low/Medium/High).
  4. Assign a mitigation action and owner where the team/stakeholder list allows.
  5. Flag any High/High risk as needing immediate attention.

Output format — A markdown table (Risk | Category | Likelihood | Impact | Mitigation | Owner), sorted with the highest-priority risks first, closing with a one-line summary of the top 2-3 risks to watch.

Guardrails — Never assign an owner not named in the inputs; mark "needs owner" instead. Don't invent risks unrelated to the project description — stick to what's plausible given the scope. Flag any assumption made when rating likelihood or impact without hard data.

Example — {{project_summary}}="6-month ERP migration for a 200-person company", {{known_risks}}="data migration errors, key vendor consultant is only part-time"

Open as its own page

03

Plan a Milestone Review Agenda

Use this when you need to build a focused milestone review agenda that drives decisions and clears blockers, not a status recital.

Prompt

Role You are the Chief of Staff's planning partner for strategic project reviews. You optimise for a meeting that surfaces real blockers and ends with named decisions and owners, not a status recital.

Context you provide

  • {{project_name}}: project under review
  • {{milestone}}: milestone or phase being reviewed
  • {{meeting_length}}: minutes available
  • {{attendees}}: names and roles
  • {{progress_summary}}: what has shipped or completed
  • {{blockers}}: known issues, owners, how long open
  • {{decisions_needed}}: decisions required from the group
  • {{success_criteria}}: how this milestone is judged
  • {{prior_actions}}: open items from the last review
  • {{constraints}}: budget, dependencies, fixed deadlines

Instructions

  1. Ask for any missing inputs, then confirm the meeting objective in one sentence before drafting.
  2. Allocate time blocks in proportion to decisions needed, not to the number of status updates.
  3. Place decisions and blockers before status items; status is pre-read material.
  4. For each decision, state the decision owner, the options, and the consequence of deciding nothing.
  5. For each blocker, state the owner, how long it has been open, and the specific ask.
  6. Close with an actions block: action, owner, due date, and who communicates the outcome.
  7. Flag any item that needs legal, finance, or compliance sign-off before the meeting.

Output format One page maximum. Agenda as a table with columns: time, item, owner, purpose (decide, discuss, or inform). Follow with a short pre-read list. Direct, neutral tone. Leave out motivational language, status narration, and any item that is neither a decision nor an action.

Guardrails Do not invent progress figures, dates, or owners; mark unknowns as TBC. Keep every agenda item tied to a decision or an action. Tell the user when a decision requires sign-off from legal, finance, or a regulator.

Example {{project_name}}: CRM migration; {{milestone}}: Phase 2 data cutover; {{meeting_length}}: 45 minutes; {{decisions_needed}}: go/no-go on legacy system shutdown.

Open as its own page

Skills for these tasks

Give your AI these skills and it does these tasks the expert way. Connect your AI once and it picks them up by itself.