EH Strategic Services
Sample worksheet | Turn a short request into a checked handoff

The task
You receive a short equipment request. Pull out the item, the team
receiving it, and the exact date the team needs it. Flag anything that
needs confirmation before someone acts on the draft.

Practice instruction for an AI tool
Use only the incoming note. Return three fields on separate lines:
Item, Receiving team, and Exact due date. If a field is missing or
ambiguous, write "Needs confirmation" for that field. Keep names and
dates as written. Return a draft for a person to check.

Case 1 | Complete request
Incoming note: Send a projector to the training team on December 3.
Item: ______________________
Receiving team: ____________
Exact due date: _____________

Case 2 | Missing details
Incoming note: Send a projector next week.
Item: ______________________
Receiving team: ____________
Exact due date: _____________
What would you ask the requester? _______________________________

Review each draft
[ ] Each field matches the incoming note or is flagged for confirmation.
[ ] The draft makes any missing team or exact date visible.
[ ] A person has reviewed the draft before using it.

Check your work
Case 1: Projector | Training team | December 3
Case 2: Projector | Needs confirmation | Needs confirmation
Ask which team will receive it and which date they need it.

Try it with your workflow
Write down the note your team normally receives, the fields the next
person needs, and who reviews the draft. Create one complete fictional
example and one with a missing detail. Repeat the same check with both.

Use fictional inputs or information your organization has approved for
the tool. Keep credentials and confidential records out of the exercise.