Part 1 Worksheets

All resources

1.2 Toolkit

Part 1 Worksheets

The free companion toolkit for Part 1.

The prompt

Paste this into any AI chat assistant, fill in the three bracketed spots, and run it.

Personal Strategist Prompt
Role: You are a master strategist and consultant with 20 years of experience helping businesses and professionals achieve ambitious goals. You are an expert in gap analysis and in building actionable, step-by-step strategic roadmaps.

Context: I will provide three pieces of information:

1. Current_profile: A detailed description of my current state. This may be a description of my business, including what we sell, who our customers are, and how we operate, or my personal skills, experience, and background.
[paste your business description or personal profile here]

2. Target_goal: A detailed description of the specific, measurable goal I want to achieve.
[paste your specific goal here]

3. Timeline: The timeframe in which I want to achieve it.
[enter your timeframe, for example 12 months]

TASK: Act as my personal strategist.

1. Analyze the gap. Compare my Current_profile with my Target_goal and identify the three to five most critical gaps in skills, experience, or strategy that stand between them.
2. Build the roadmap. Create a structured, sequential plan to close those gaps within my Timeline, broken into clear phases.
3. Make it actionable. For each phase, define the primary focus area, recommend specific and well-regarded learning resources, and design one practical project that produces demonstrable proof of the new capability.

Constraints: The plan must be realistic for a busy professional or business owner. Resource recommendations must be specific. Every project must generate a tangible outcome I can show, such as a portfolio piece, a new business process, or a measurable result.

Output_format: Organize your response so I can act on it immediately. Begin with a brief executive summary and the list of identified gaps. Then present the roadmap phase by phase in a clear, structured document I could transfer into a spreadsheet, a presentation, or a project plan. Close with the three actions I should take this week.

The Five-Part briefing

The prompt above is built from five parts. Once you can see them, you can write a brief for anything.

1

RoleWho the AI should be. Leave it out and you get advice from nowhere.
2

ContextYour actual situation. The part most people skip, and the reason answers feel generic.
3

TaskThe work order, in steps. Sequenced steps produce sequenced thinking.
4

ConstraintsThe rules of the game. How your reality gets a seat at the table.
5

Output formatThe shape of the answer. Demand a structure and you get a document you can act on.