EFFECTIVE/AT LIFE Module 1
AI for Friends/ Module 1/ Lesson 1.3

Practical Prompting Techniques

Build your daily AI toolkit — four core techniques, one structured framework, and the validation habits that keep your outputs trustworthy.

20–30 MIN STEP 3 OF 4

1Four Core Prompting Techniques

Four techniques cover 90% of what you'll do with Claude. Each solves a different problem — knowing which to reach for is the skill.

TechniqueWhat It IsWhen to Use It
Few-ShotShow 1–3 examples of correct input/output; the AI mimics the patternData extraction, formatting, classification — anywhere you need consistent structure
Role PromptingAssign the AI a specific role to shape tone, vocabulary, depthWhen you need domain expertise or an audience-appropriate style
Chain-of-ThoughtAsk the AI to reason step by step before the final answerComplex analysis, multi-factor decisions, safety-relevant work
Meta PromptingAsk the AI to write the prompt for youWhen you know what you want but not how to ask for it

Few-shot example (HR)

I need you to extract candidate information from interview notes.

Example Input: "Spoke with Maria on Tuesday. She has 8 years in operations management. Strong communication. Wants $145K. Available in 2 weeks."
Example Output:
| Field | Value |
| Name | Maria |
| Experience | 8 years, operations management |
| Strengths | Communication |
| Salary | $145K |
| Availability | 2 weeks |

Now process this input:
"Called James Friday. 12 years in supply chain, last 4 leading a logistics team. Looking for $160K range. Can start March 1. Great systems thinking."
Few-shot example — Legal (contract clause risk)
I need you to classify contract clauses by risk level.

Example Input: "Either party may terminate this agreement for any reason with 15 days written notice."
Example Output: HIGH RISK — Short termination-for-convenience window creates revenue instability. Action: Negotiate to 90 days and add an early-termination fee.

Example Input: "This agreement renews automatically for successive one-year terms unless either party gives 60 days notice."
Example Output: MEDIUM RISK — Auto-renewal is standard, and 60 days notice is reasonable. Action: Calendar the notice deadline; no redline needed.

Now classify this:
"The Provider's total liability under this agreement shall not exceed $10,000 in any circumstance, including gross negligence."
Few-shot example — Industrial Engineering (downtime cause classification)
I need you to classify unplanned downtime events by root-cause category.

Example Input: "Line 3 stopped for 45 min, changeover took longer than standard due to missing fixture."
Example Output: SETUP/CHANGEOVER WASTE — Root cause: fixture not staged in advance. Action: pre-stage fixtures 15 minutes before scheduled changeover.

Example Input: "Line 1 down 20 min, conveyor sensor misaligned again after last PM."
Example Output: EQUIPMENT/MAINTENANCE — Root cause: sensor alignment not verified during preventive maintenance. Action: add alignment check to PM checklist.

Now classify this:
"Line 2 idle 30 min waiting on component delivery from receiving."

Role prompting by title

HR: "You are a senior recruiter with 10 years of experience hiring across technical and professional roles. You understand how to distinguish transferable skills from role-specific ones, and how to write inclusive, accurate job descriptions. Communicate in clear, candidate-friendly language."

Industrial Engineering: "You are a senior industrial engineer with 10 years of experience in process optimization and Lean Six Sigma. You understand takt time, OEE, root-cause analysis, and the eight wastes. Communicate in precise, data-driven language appropriate for operations stakeholders."

Legal: "You are a senior commercial contracts attorney with 12 years of experience. You understand indemnification, liability caps, termination rights, and auto-renewal terms. Flag risk precisely, quote the exact language at issue, and communicate in plain English for a business audience."

Marketing: "You are a senior brand marketing manager with 10 years of experience across paid social, email, and content. You understand audience segmentation, campaign metrics, and consistent brand voice. Write concisely and persuasively for the target audience of each channel."
Chain-of-thought examples — Legal and Marketing

Legal — escalate a vendor breach:

You are a commercial contracts attorney. I need to decide whether to formally escalate a vendor's breach of contract.

Think through this step by step:
1. The contract required delivery by August 15. The vendor delivered on September 10.
2. The delay cost us an estimated $40,000 in missed downstream commitments.
3. The contract includes a 30-day cure period and a liquidated damages clause of $500/day.
4. We rely on this vendor for two other active projects.

Recommend: send a formal notice of breach now, or open an informal resolution first? Show your reasoning.

Marketing — allocate a limited ad budget:

I have a scheduling conflict. Two campaigns need the same limited ad budget this week, and I can fully fund only one.

Campaign A: Product launch, hard deadline Friday, tied to a press announcement that cannot move.
Campaign B: Seasonal promotion, hard deadline Sunday, historically our highest-revenue email of the quarter.

Think step by step: Which campaign gets the budget? What do I do with the other one? What should I communicate to my director?
Meta prompting — ask the AI to write your prompt

Use this when you know WHAT you want but not HOW to ask for it:

You are an expert at writing AI prompts.
I need a prompt that will [describe your goal].
The output should [describe format/structure].
The audience is [describe who will read it].
Write that prompt for me.

Example:

You are an expert at writing AI prompts.
I need a prompt that will make an AI extract action items from meeting notes and format them as a checklist with owners and due dates.
The output should be a markdown table.
The audience is my team lead who needs a quick scan of commitments.
Write that prompt for me.

There's no penalty for asking the AI to help you talk to the AI — use this liberally.

Combine Techniques for Best Results

Start every complex prompt with Role Prompting to set the foundation. Add Few-Shot examples for formatting. Add Chain-of-Thought for analysis.

2The COSTARS Framework

When a task is complex and multi-dimensional, a single sentence isn't enough. COSTARS gives you a seven-component structure that eliminates guessing across every dimension of a prompt.

LetterComponentWhat It Controls
CContextBackground — who you are, the situation, what's happened so far
OObjectiveWhat you want the AI to accomplish
SStyleHow the output reads: professional, technical, data-driven
TToneThe emotional register: confident, empathetic, urgent
AAudienceWho will read it — your director, a new hire, a client
RResponseFormat: table, bullets, email draft, numbered list
SScopeWhat the AI should NOT do — limits, exclusions, assumptions

The AI Launchpad prompt (copy and fill in)

Context: I'm a member of the [team name] team focused on [key areas of your individual responsibility], and I'd like to identify specific ways AI can help reduce or eliminate mundane or repetitive tasks in my workflow, while keeping me in the strategic driver's seat as the validator and owner of all outputs.

Objective: You are a world-class AI transformation and process improvement consultant specialized in helping professionals across industries use AI as their thought partner. Identify 2-3 concrete opportunities where AI can amplify my capabilities while I maintain full strategic ownership.

Style: Professional and technical, backed by specific real-world industry examples and data points.

Tone: Confident and pragmatic, addressing both opportunities and implementation challenges.

Audience: My manager and key stakeholders, who need to understand both the technical capabilities I will be leveraging, the practical ROI, and how I will maintain ownership and oversight of my work product.

Response: Provide a table with a prioritized list of concrete opportunities where AI can amplify my capabilities. For each: 1) what AI support looks like (inputs, outputs, my validation role), 2) how this changes my work and estimated weekly time savings, 3) a pro tip to avoid common pitfalls, 4) an immediate recommended first step, 5) what I would still own completely.

Scope: Focus on my specific role. Do not recommend tools that require IT installation or admin access. Keep examples grounded in my day-to-day professional work.

Replace before submitting: [team name] — e.g. "Marketing" or "Legal" — and [key areas of your individual responsibility] — e.g. "managing brand campaigns" or "reviewing vendor contracts."

This Is Your AI Launchpad

Run this prompt with your own role details — it produces a personalized AI adoption roadmap in under 2 minutes. Save the output.

3Interview-Style Prompting for Exploratory Tasks

Sometimes you don't know exactly what you need. Interview-style prompting flips the dynamic: instead of crafting the perfect prompt, you ask the AI to interview you.

You are an experienced AI transformation consultant who specializes in helping professionals across industries identify problems they can solve using AI. You have deep expertise in human-AI collaboration, process improvement, and understanding where AI adds massive value versus where human judgment remains critical.

I am a [YOUR ROLE AND TEAM] looking to identify specific ways AI can help reduce or eliminate mundane or repetitive tasks, while keeping me in the strategic driver's seat as the validator and owner of all outputs.

Please help me through an assessment by asking me targeted questions about my work. Start by asking up to three focused questions (one at a time) about my roles, responsibilities, and pain points. Then ask up to three more about repetitive work, information overload, and where I wish I had better insights.

My goal: identify 2-3 concrete opportunities where AI could amplify my capabilities while I maintain full strategic ownership. Once you have my answers, produce a table with: 1) what AI support would look like, 2) time savings, 3) a pro tip, 4) an immediate first step, 5) what I'd still own completely.
DimensionCOSTARS PromptInterview-Style Prompt
Effort upfrontHigh — you fill in all detailsLow — the AI asks you
SpeedFast — one prompt, one responseSlower — 5–10 min conversation
DepthGood, based on what you providedExcellent — surfaces what you didn't think to mention
Best forTasks where you know exactly what you needExploratory tasks where you're still figuring out the problem
Start Here If This Is Your First Session

Interview-style prompting takes less upfront effort and produces more personalized results. Run it before the COSTARS prompt if you're unsure what to ask for.

4Responsible Validation Habits

AI is powerful, not infallible — it generates confident-sounding text even when wrong. Every output requires human validation before it becomes a decision, a communication, or a deliverable.

HabitWhat It MeansHow to Apply It
1. Source CheckWhere did this come from? Can you verify it?Can you trace it to a source system or verified data? If not, treat it as unverified.
2. Plausibility ScanDoes anything contradict what you already know?Read with your domain expertise active — investigate anything that seems off.
3. Self-CritiqueMake the AI challenge its own outputAsk "List 3 ways this could be wrong or incomplete."
4. Label DraftsMark AI output status before sharingAlways label "draft," "needs review," or "for brainstorming only."
5. Decompose Risky TasksBreak high-stakes work into safe sub-tasksUse Claude to summarize or generate options; humans own conclusions.
6. Escalate Edge CasesKnow when to stop and ask a human expertUnsure about compliance or legal implications? Ask your manager.

Self-critique in practice

You: "List 3 ways this analysis could be wrong or incomplete."

Claude: "1. I ranked candidates only on years of experience. Relevant skills and recent role scope may matter more than raw tenure.
2. I assumed every résumé listed all relevant experience. Some candidates undersell prior roles, so I may have understated their fit.
3. I did not account for the job description's required certifications, which could disqualify a top-ranked candidate."
Safe for AIKeep Human-Only
Summarize meeting notesMake hiring or firing decisions
Draft emails (you review before sending)Approve safety-critical procedures
Format data into tablesMake legally binding representations
Generate options for your considerationCommit to deadlines on behalf of your team
Extract action items from transcriptsFinalize brand or legal risk decisions
Classify and prioritize by criteria you defineSign off on compliance determinations
Partial Validation Is Not Validation

"It looks right" is not a validation method. Apply Source Check and Plausibility Scan to every AI output before sharing it.

5Your Action Plan

Techniques only become skills through practice.

SituationUse ThisWhy
You know what you want and the format is clearZero-Shot + COSTARSFast, one-shot execution with full coverage
You need consistent formatting across itemsFew-ShotPattern matching eliminates variation
You need domain expertise or a specific toneRole PromptingSets vocabulary, depth, priorities
A complex decision with multiple factorsChain-of-ThoughtForces visible, auditable reasoning
You're not sure what you needInterview-StyleAI gathers context through questions
You know the goal but can't phrase itMeta PromptingAI writes the prompt for you

By Friday: run the COSTARS prompt from Step 2 today, the Interview-Style prompt from Step 3 tomorrow, then pick the single highest-value opportunity from either output and spend 15 minutes on it with Claude.

Build Your Prompt Library

Save the outputs and the prompts that generated them. Within a month you'll have a personal library covering your most common work.

Verification

You can name all four core techniques and when to use each
You can explain what each letter in COSTARS stands for
You can apply self-critique and name at least three validation habits

Related Resources

Lesson complete

Four techniques, one framework, one exploratory method, and six validation habits — everything you need to use Claude effectively starting today.