# 02. Give your assistant one reliable job.

Create a reusable planning assistant with clear boundaries.

## Facilitator preflight

Bring laptops, internet, a projector and these local course files. Check tool access before the meetup. Keep samples free of personal information.

Quick win: Turn three fictional tasks into a simple plan.

Prerequisites: Module 01, clear prompts and human review.

### Tools and cost notes

- **An existing AI chat tool; a plain-text note.**: Prepared before the meetup.. No paid custom-assistant feature is required.

## Run of show

| Slide | Minutes | Activity |
|---|---:|---|
| 1 | 3 | Give your assistant one reliable job. |
| 2 | 3 | Before you start. |
| 3 | 5 | Your first small win. |
| 4 | 3 | What happens between input and output? |
| 5 | 3 | Step 01. Choose one assistant role. |
| 6 | 3 | Step 02. Create its role card. |
| 7 | 3 | Step 03. Supply useful context. |
| 8 | 3 | Step 04. Test a boundary. |
| 9 | 3 | Step 05. Save and reuse. |
| 10 | 4 | Make the working version. |
| 11 | 4 | Ask for a review. Then check it. |
| 12 | 9 | Prove your result works. |
| 13 | 4 | When it does not work yet. |
| 14 | 5 | Choose your next challenge. |
| 15 | 3 | Keep the result. Keep the evidence. |
| 16 | 2 | Sources you can check. |

Total: 60 minutes.

## 1. Give your assistant one reliable job.

Outcome: Create a reusable planning assistant with clear boundaries. This is a 60-minute in-person laptop session after preflight. No setup-duration guarantee. Core first, extensions second.

## 2. Before you start.

No paid custom-assistant feature is required. The facilitator verifies accounts, installed tools and model/host connections before the session. Pair up if setup is incomplete. Do not create accounts or incur costs without understanding the provider terms.

## 3. Your first small win.

Quick win: Turn three fictional tasks into a simple plan. Aim for a visible result in the first 15 minutes after preflight. Explain that generated code/output is untested until the learner checks it. If tools are unavailable, inspect the prepared example with a partner.

Copyable prompt: [Open prompt](index.html#02-quick-win)

```text
Help me plan three fictional tasks: buy stationery, draft a club invitation, tidy the desk. Ask how much time I have before planning. Do not send messages or invent appointments.
```

## 4. What happens between input and output?

Ask a learner to explain each stage in their own words. This is a teaching model, not a promise that all tools behave identically.

## 5. Step 01. Choose one assistant role.

Perform these numbered actions on the laptop. Pause after the step and inspect the result. Use fictional or approved material.

Source: [NIST: Generative AI Profile](https://nvlpubs.nist.gov/nistpubs/ai/NIST.AI.600-1.pdf)

## 6. Step 02. Create its role card.

Perform these numbered actions on the laptop. Pause after the step and inspect the result. Use fictional or approved material.

Source: [NIST: Generative AI Profile](https://nvlpubs.nist.gov/nistpubs/ai/NIST.AI.600-1.pdf)

## 7. Step 03. Supply useful context.

Perform these numbered actions on the laptop. Pause after the step and inspect the result. Use fictional or approved material.

Source: [NIST: Generative AI Profile](https://nvlpubs.nist.gov/nistpubs/ai/NIST.AI.600-1.pdf)

## 8. Step 04. Test a boundary.

Perform these numbered actions on the laptop. Pause after the step and inspect the result. Use fictional or approved material.

Source: [NIST: Generative AI Profile](https://nvlpubs.nist.gov/nistpubs/ai/NIST.AI.600-1.pdf)

## 9. Step 05. Save and reuse.

Perform these numbered actions on the laptop. Pause after the step and inspect the result. Use fictional or approved material.

Source: [NIST: Generative AI Profile](https://nvlpubs.nist.gov/nistpubs/ai/NIST.AI.600-1.pdf)

## 10. Make the working version.

Use fictional practice inputs. Ask learners to show their work, not just the final answer.

Copyable prompt: [Open prompt](index.html#02-build)

```text
Act as my planning assistant. First ask for tasks, priorities and available time. Use only my answers. Return Task | Next step | Time estimate to confirm. Label assumptions. Draft only; never claim to send, book or complete actions.
```

## 11. Ask for a review. Then check it.

Use fictional practice inputs. Ask learners to show their work, not just the final answer.

Copyable prompt: [Open prompt](index.html#02-review)

```text
Review this assistant plan against my stated time and priorities. Flag invented tasks, unconfirmed estimates and actions that need my approval. Give one specific correction for each. Plan: [paste].
```

## 12. Prove your result works.

These are manual acceptance tests for the learner to perform. No test is claimed to have run merely because it appears here. Ask pairs to demonstrate one pass and one corrected failure.

## 13. When it does not work yet.

Choose the observed symptom. Change one thing and rerun the smallest test. Avoid restarting the whole project or adding tools before diagnosing the current step.

## 14. Choose your next challenge.

Experienced learners use the extensions while beginners complete the same core outcome. An extension is optional, not a prerequisite for participating.

## 15. Keep the result. Keep the evidence.

Save the working version before leaving. Add a short note: what worked, what needed correction and what you would try next. The next module builds on the saved output.

## 16. Sources you can check.

Primary sources checked during course creation on 2026-10-08. Provider interfaces and availability can change. The examples, prompts and activities are original community teaching designs. Source links explain capabilities; they do not prove these fictional exercises were executed.

Source: [NIST: Generative AI Profile](https://nvlpubs.nist.gov/nistpubs/ai/NIST.AI.600-1.pdf)

## Extensions

- Add a reusable preference card.
- Track changes over two planning sessions.

## Delivery notes

Arrow keys, Space, Home and End navigate slides. N opens notes. Read all slides creates a scrolling lesson. Every prompt has a real Copy prompt button with an honest manual fallback if the browser blocks clipboard access. Keep the whole curriculum folder together: PPTX prompt links open the companion index.html at the same prompt anchor. PowerPoint does not copy directly. For sharing online, rebuild with --companion-base-url set to the published curriculum URL.

Motion illustrates input, agent, tool, human review and output. Pause flow stops it; system reduced-motion is respected. PDF contains a static diagram. PPTX uses an animated GIF where available; playback varies by viewer.

Original teaching content, synthesized from learning objectives. Public source decks remain separate in library/. No one-to-one rebranding or permission to republish is implied.
