LEARNING MODULE 2 — Build a Second Playbook — a Recurring Report
Level 6 - Strategist
Get Started:
• Choose a report you send on a recurring basis — to a client, a board, a committee, or another stakeholder group
• Build a reusable playbook for it, including the exact prompt and the Claude Project (or saved conversation) that produces it
• Test the playbook against last month’s actual data — not a hypothetical example
• Use the same one-page format and rigor as your first playbook
Learning Module Checklist:
☐ Chose a recurring report I send to a client, board, or stakeholder group
☐ Built a reusable playbook with the exact prompt and saved Project behind it
☐ Tested the playbook against last month’s real data
☐ Used the same one-page format and rigor as playbook one
Translate this to your topic:
Any recurring report or update you send to someone else counts — a monthly summary, a status update, a regular family or community update. Same playbook format, real data test.