Structure workplace conversations and career planning around specific experience and goals. Use these templates to organise evidence, prepare questions and draft professional wording. Review for accuracy and fair treatment before using the result.
How to use these prompts
Choose a template and open Preview & customise.
Fill the named fields with your details and check the completed draft.
Copy it into your preferred AI tool, or sign in to prepare a Chat draft in Ortivo.
Copying is free and does not call an AI. Generating an answer requires your own configured provider or an available trial. Review important facts and every draft before use.
Draft a balanced, constructive performance review for a {{employee_role}} covering {{review_period}}. Ground praise in specific outcomes ({{key_accomplishments}}) using the Situat…
Suggested: Single AIRead template
Draft a balanced, constructive performance review for a {{employee_role}} covering {{review_period}}. Ground praise in specific outcomes ({{key_accomplishments}}) using the Situation-Behavior-Impact (SBI) model, and frame {{growth_areas}} as actionable next-quarter goals.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
People & careers
Engineering / Functional Career Ladder Matrix
Build a clear career progression matrix for {{department}} across {{level_tiers}} evaluated on {{core_competencies}}. Define observable behaviors, scope of autonomy, and business …
Suggested: Multi-Model CompareRead template
Build a clear career progression matrix for {{department}} across {{level_tiers}} evaluated on {{core_competencies}}. Define observable behaviors, scope of autonomy, and business impact required at each level without relying on years-of-experience proxies.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
People & careers
Team Topology & Span-of-Control Audit
Evaluate our current team structure ({{current_org_chart}}) against {{strategic_priorities}} where we experience {{delivery_bottlenecks}}. Recommend stream-aligned vs. platform te…
Suggested: Multi-Model CompareRead template
Evaluate our current team structure ({{current_org_chart}}) against {{strategic_priorities}} where we experience {{delivery_bottlenecks}}. Recommend stream-aligned vs. platform team boundaries to minimize cross-team handoffs and cognitive load.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Prepare a direct, empathetic manager script to address {{performance_gap}} illustrated by {{specific_examples}}. Establish clear expectations over {{required_turnaround_timeline}}…
Suggested: Multi-Model CompareRead template
Prepare a direct, empathetic manager script to address {{performance_gap}} illustrated by {{specific_examples}}. Establish clear expectations over {{required_turnaround_timeline}}, anticipate defensive reactions, and define objective weekly check-in milestones.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
People & careers
Employee Engagement Survey Action Planner
Analyze {{survey_results_summary}} focusing on {{lowest_scoring_dimensions}} within {{leadership_constraints}}. Propose 3 visible "You Said, We Did" commitments for the next 60 da…
Suggested: Document ReaderRead template
Analyze {{survey_results_summary}} focusing on {{lowest_scoring_dimensions}} within {{leadership_constraints}}. Propose 3 visible "You Said, We Did" commitments for the next 60 days, and script how leadership should transparently address items that cannot change right now.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
People & careers
Remote & Async Collaboration Team Charter
Draft a practical Team Working Agreement for a distributed team across {{team_timezones}} using {{communication_tools}} while protecting {{deep_work_goals}}. Define response-time …
Suggested: Single AIRead template
Draft a practical Team Working Agreement for a distributed team across {{team_timezones}} using {{communication_tools}} while protecting {{deep_work_goals}}. Define response-time SLAs per channel, core overlap hours, when to move from chat to a Decision Notebook entry, and meeting hygiene rules.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
People & careers
Role Job Description (Outcome-First, Jargon-Free)
Write an outcome-oriented Job Description for {{job_title}} ({{comp_and_location}}). Replace generic laundry lists of years/degrees with what the hire will build in 90 days ({{90_…
Suggested: Multi-Model CompareRead template
Write an outcome-oriented Job Description for {{job_title}} ({{comp_and_location}}). Replace generic laundry lists of years/degrees with what the hire will build in 90 days ({{90_day_deliverables}}), how success is measured at 12 months ({{12_month_success}}), and why a top performer would join.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
People & careers
Skills Gap Analysis & Upskilling Curriculum
Compare {{team_current_skills}} against our upcoming requirement for {{future_tech_or_business_need}} within {{training_budget_time}}. Map critical skill gaps, distinguish what ca…
Suggested: Single AIRead template
Compare {{team_current_skills}} against our upcoming requirement for {{future_tech_or_business_need}} within {{training_budget_time}}. Map critical skill gaps, distinguish what can be upskilled internally vs. hired externally, and outline a project-based learning track.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
People & careers
Key-Person Dependency & Succession Risk Audit
Audit our bus-factor risk across {{critical_systems_or_accounts}} currently held by {{single_owners}}. Prioritize the highest-risk knowledge silos and design a 30-day shadowing, d…
Suggested: AI Council → Decision NotebookRead template
Audit our bus-factor risk across {{critical_systems_or_accounts}} currently held by {{single_owners}}. Prioritize the highest-risk knowledge silos and design a 30-day shadowing, documentation, and rotation plan to eliminate single points of failure.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
People & careers
Exit Interview Thematic & Retention Diagnostic
Synthesize the attached exit interview records ({{exit_interview_notes}}) across {{departing_roles_and_tenure}}. Distinguish push factors (management, compensation, tooling fricti…
Suggested: Document ReaderRead template
Synthesize the attached exit interview records ({{exit_interview_notes}}) across {{departing_roles_and_tenure}}. Distinguish push factors (management, compensation, tooling friction) from external pull factors, and propose 3 structural retention fixes.
Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.