Four editable Word files that carry your voice, standards, privacy checks, and accuracy checks from one task to the next.
Fill them in once, keep them with your approved examples, and stop rebuilding the same context every time you open an AI tool.
Get all four editable templates in one ZIP file, then keep the individual files together in your approved project, notebook, SharePoint folder, or local context folder.
Five of your own sent emails, one prompt, and a table to write the answer into. The result is a paragraph describing how you write, which you paste at the top of every writing request from then on.
Generic wording can weaken trust and make the message feel unlike you. A small set of approved writing samples gives the tool a concrete style reference.
Download Word file voice-profile-worksheet.docx · 12 KB
Your department conventions written down. What you call learners, how objectives are phrased, words you never use, tone by document type, and the standing rules to paste into anything that touches real data.
Everything in it is something you already know and have never had to say out loud, because your colleagues absorbed it. A tool has not. It also has a box for the corrections your reviewers make every single time, which is the most useful and most often skipped part.
Download Word file house-style-sheet.docx · 12 KB
A six-step routine for removing identifying details from evaluation comments, a list of the eight search terms where the ones you missed are hiding, and a stopping test so you know when you are done.
This routine reduces the chance that direct identifiers reach a tool. It is a practical screen, not a formal HIPAA de-identification method.
Download Word file taking-the-names-out.docx · 13 KB
A table for tracing every figure in a draft back to where it came from, plus checks on claim levels, quotes, arithmetic and citations. Sign and date at the bottom.
A final trace-back catches common high-consequence errors in numbers, claim levels, quotes and citations. Run it after the last substantive edit.
Download Word file number-audit-checklist.docx · 12 KB
The whole point is to stop re-pasting context. Where you put these matters more than how carefully you fill them in.