AI Prompt Framework: Improve Results With This Framework And Your Expertise [Template].

AI Prompt Framework Template with 1. Task/Goal 2. AI Persona 3. AI Audience 4. AI Task 5. AI Data 6. Evaluate Results.

This is the third post in a series of five on AI. In my last post, I gave examples of tasks I’d outsource to AI. How do you outsource them? Through prompt writing – a skill some call prompt engineering. Because large language models (LLMs) like ChatGPT, Claude, and Gemini are based on conversational prompting it’s easy for anyone to use them. You don’t need to learn a coding language like Python or HTML or a software interface like Excel or Photoshop. You just tell it.

Generative AI can produce remarkable results.

In an experiment, researchers found consultants at Boston Consulting Group gained 40% higher quality work using GPT-4 (via Microsoft Bing) without specialized prompt training and without training the AI on any proprietary data. What mattered was the consultants’ expertise. Knowing what to ask and how to evaluate the results.

AI expert Ethan Mollick describes large frontier LLMs as working with a smart intern. Sometimes they’re brilliant. Sometimes they don’t know what they don’t know. AI will even make things up to give you an answer. Mollick and other researchers call this the jagged frontier of AI. In some tasks, AI output is as good or better than humans. In others, it can be worse or wrong.

Their research with Boston Consulting Group found AI can be good at some easy or difficult tasks while being worse at other easy or difficult tasks. Level or task isn’t a predictor. One professor’s research found ChatGPT got difficult multiple-choice questions right but got easy questions wrong. Testing and learning based on expert knowledge is the way to know. How do you explore this jagged AI frontier while improving results? A prompt framework like the one I created below.

AI Prompt Framework Template. Click the image to download a PDF of this AI Prompt Framework Template.

First, have a clear understanding of what you want.

Begin with the task and goal. Are you summarizing to learn about a topic for a meeting, generating text or an image for content, looking for suggestions to improve your writing, performing a calculation to save time, or creating something to be published? Defining the task and objective sets the stage for a successful prompt and output.

Second, give AI a perspective or identity as a persona.

LLMs are trained on vast amounts of broad data, which makes them so powerful. This can also produce output that’s too generic or simply not what you want. It helps to give AI a perspective or identity like a persona. Personas are used in marketing to describe a target audience. Persona is also the character an author assumes in a written work.

Third, describe to AI the audience for your output.

Are you writing an email to your boss, creating copy for a social media post, preparing for a talk, or is the output just for you? You know how to adjust what you create based on what’s appropriate for an audience. AI can do a remarkable job at this if you give it the right direction.

Fourth, describe the specific task you want it to complete.

Err on the side of more detail than less. Consider things you know in your mind that you would use in completing the task. It’s like giving the smart intern directions. They’re smart but don’t have the experience and knowledge you do. More complicated tasks can require multiple steps. That’s fine, just tell AI what to do first, second, third, etc.

Fifth, add any additional data it may need.

Some tasks require data such as a spreadsheet of numbers you want to analyze, a document you want summarized, or a specific stat, fact, or measurement. But before uploading proprietary data into an LLM see my post considering legal and ethical AI use. Recent research, Systematic Survey of Prompting Techniques, also suggests adding positive and negative examples – “like this not like that.”

Sixth, evaluate output based on expectations and expertise.

Sometimes you get back what you want and other times you don’t. Then you need to clarify, ask again, or provide more details and data. Go back to earlier steps tweaking the prompt. Other times you get back something wrong or made up. If clarifying doesn’t work you may have discovered a task AI is not good at. And sometimes you just wanted a rough start that you’ll modify considering copyright for legal and ethical AI use.

A prompt experiment with and without the framework.

I’ve been testing the framework and it has improved results. In one test I used GPT-4 via Copilot to see if it could recommend influencers for a specific brand – Saucony running shoes. First I didn’t use the framework and asked a simple question.

  • “Recommend influencers for 34-55-year-old males who like to run marathons.”

It recommended Cristiano Ronaldo, Leo Messi, and Stanley Tucci. Hopefully, you understand why these are not a good fit. I ran the same prompt again and it recommended Usain Bolt. Bolt is a runner, but known for track sprinting not marathons.

Generated with AI (Copilot) ∙ June 28, 2024 at 4:30 PM

I tried to be more direct changing the prompt to “34-55-year-old males who run marathons.” For some reason dropping the “like” started giving me older bodybuilders. I wouldn’t describe marathon runners as “shredded” the way the one influencer described himself.

I tried again with “34-54-year-old males known for their involvement in marathons.” This gave me a random list of people including Alex Moe (@themacrobarista) a Starbucks barista. As far as I can tell Moe doesn’t run marathons and his Instagram feed is full of swirling creamer pours.

Finally, I tried the prompt framework.

  • “You are a social media manager for Saucony running shoes. (Persona) Your target audience is 34-55-year-old males who run marathons. (Audience) Which influencers would you recommend for Saucony to appeal to and engage this target audience? (Task)

This prompt gave me better results including Dorothy Beal (@mileposts) who has run 46 marathons and created the I RUN THIS BODY movement. Her Instagram feed is full of images of running. Copilot still recommended Usain Bolt following the framework, but the other four recommendations were much better than a soccer star, bodybuilder, or barista.

Generated with AI (Copilot) ∙ June 28, 2024 at 4:35 PM

I tried to add data to the prompt with “Limit your suggestions to macro-influencers who have between 100,000 to 1 million followers.” (Data) The response didn’t give suggestions saying “as an AI, I don’t have access to social media platforms or databases that would allow me to provide a list of specific influencers who meet your criteria.” That’s okay because the more precise prompt gave me more relevant macro-influencers anyway.

Alternatively, I added positive and negative examples. I tried again adding to the prompt “Don’t provide influencers like Cristiano Ronaldo or Usain Bolt, but more like Dorthy Beale or Dean Karnazes.” (Data). This time I received a list of 8 influencers who all would have potential for this brand and audience.

Generated with AI (Copilot) ∙ July 27, 2024 at 11:35 PM

You don’t need to be a prompt engineer to explore.

Experts in various fields are finding frameworks that work best for their needs. Christopher S. Penn suggests the prompt framework PARE (prime, augment, refresh, evaluate). Prompt writing can also be more advanced to maximize efficiency. Prompt engineers are working on creating prompt libraries of common tasks.

But for most people, your job will not switch to prompt engineer. We need discipline experts to test the best uses of AI in their specific roles. Over time you’ll develop knowledge of how to prompt AI for your profession and what LLMs are better at each task. Penn suggests creating your own prompt library. You’ll gain marketable skills as you explore the jagged frontier of AI for tasks unique to your industry.

LLMs are already introducing AI tools to improve prompts. Anthropic Console takes your goal and generates the Claude prompt for you. Microsoft is adding Copilot AI features to improve prompts as you write promising to turn anyone into a prompt engineer. And Apple Intelligence is coming, running efficient more specific task-focused AI agents integrated into Apple apps.

In the article, The Rise and Fall of Prompt Engineering, Tech writer Nahla Davies says, “Even the best prompt engineers aren’t really ‘engineers.’ But at the end of the day, they’re just that–single tasks that, in most cases, rely on previous expertise in a niche.” The Survey of Prompting Techniques, also finds prompt engineering must engage with domain experts who know in what ways they want the computer to behave and why.

Thus, we don’t need everyone to be prompt engineers. We need discipline experts who have AI skills. In my next post, I’ll explore the challenges of teaching students to be discipline experts with AI.

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AI Task Framework: Examples of What I’d Outsource To AI And What I Wouldn’t.

Copilot created this image of a college age man sitting said in a basement looking lonely at an old dusty unused exercise bike.

This is the second post in a series of five on AI. In my last post, I introduced an AI task framework to be more intentional about why and how we use AI in our jobs, businesses, or organizations. In this post, I give examples based on my previous advertising career.

AI Framework Template for AI Use Click on the image to download a PDF template.

As an advertising copywriter, some everyday Tasks and Goals included:

  1. Fill out timesheets detailing what I worked on each day to bill time to clients and projects to get paid.
  2. Research a client’s business and industry to demonstrate knowledge of their unique challenges and opportunities.
  3. Create ideas for campaigns and individual ads to sell to a client and publish to meet marketing objectives.
  4. Write social media ad copy for social media marketing to generate engagement and conversions for a client.

(1.) I would outsource timesheets to AI.

I envision an AI assistant that Extracts (AI Function) file use logs from programs like Microsoft Word, Categorizes (AI Function) by job number, and Creates (Level of Thinking) a spreadsheet listing client, job, and time. I could review and adjust it before submitting.

After thinking of this example, I discovered that Microsoft is adding this capability. Copilot for time entry creates time entries for team members without navigating through forms or filling details with dropdowns, generating first drafts for users to modify and confirm for timesheet submission.

The Level of Thinking in this example is Applying a process to Create a suggestion for my time entry (AI Capabilities). It doesn’t require creativity or imagination and I maintain final human judgment on accuracy (Distinctive Human Skill). By tracking job numbers no Copyrighted or Proprietary data is used. Human impact is positive. Everyone I knew hated timesheets. We loved coming up with ideas (Legal & Ethical Use).

(2.) AI could help with some aspects of client research.

AI could Answer Questions (AI Function) like “What are the current challenges and opportunities in the ice cream industry?” An open system like GPT would give me general answers based on open sources from the internet that may or may not be the most current, accurate, or relevant.

AI is Understanding (Level of Thinking) on a cursory level (AI Capability). To contextualize this understanding to your client and judge for accuracy (Distinctive Human Skill) you need proprietary data from paid databases like Mintel, your client, or your own research. Your personal experience with the client or industry is an added Distinctive Human Skill.

You could outsource this to AI by uploading proprietary data into an AI model Summarize and Ask Questions. (AI Function). But you’re uploading Copyrighted/Proprietary material without permission (Legal & Ethical Use). Mintel forbids input into AI systems and clients are adding AI restrictions to contracts to protect their data from training LLM models a competitor could use.

Some are developing Closed AI versus Open AI systems that run locally storing data on their computers versus the cloud. The ad/PR agency network Publicis is investing in an internal AI built on proprietary data. When available this could be a great way to quickly get up to speed on a business and industry.

How much I’d outsource depends on my previous experience. If it was a new client or market I was unfamiliar with I may worry how much I’d Understand (Level of Thinking) or Remember (Level of Thinking) if AI did it all. In an in-person meeting could I recall or contextualize the information on the fly?

(3.) AI could help with some parts of idea generation.

I would outsource some brainstorming to AI, not idea formation, but AI could give me more material for ideas by Answering Questions (AI Function). Let’s say my client wants to sell water bottles to 25-34-year-olds. I could ask “What do 25-34-year-olds who work out look for in a water bottle?” and “What are current trends with 25-34-year-olds who work out?”

With these prompts, GPT via Copilot Created (Level of Thinking) a list of alternatives (AI capability). From the list, I put together a feature “one-hand operation” with a trend of “functional fitness.” Then I Asked for functional fitness examples. From that list, I put together a humorous image or video scene of a young woman easily sipping out of her Owala water bottle with one hand while swinging a heavy Kettlebell with the other. This formulated an original solution (Distinctive Human Skill).

Evaluating AI responses and knowing what to Ask (Level of Thinking) comes from knowledge of the client, problem, market, target, and trends to discern the best and identify AI hallucinations. I’d also use my domain expertise of what concepts are good Remembering (Level of Thinking) from my long-term memory of 17 years of creating ideas for clients (Distinctive Human Skill).

I wouldn’t have AI write ad copy or scripts directly. If it isn’t mostly Created by a human, it can’t be copyrighted to sell to your client or to protect them from use by competitors (Legal & Ethical Use). I’d also check my agency and client for specific restrictions on AI. Your Knowledge (Level of Thinking) of the client and humans (Distinctive Human Skill) is better at Creating (Level of Thinking) less generic more human copy and scripts.

(4.) AI could help in parts of social media campaign creation.

AI could help brainstorm content Answering (AI Function) “What kind of content do 25-34-year-olds who work out like to see on social media?” I’d Evaluate (Level of Thinking) AI’s best suggestions (Distinctive Human Skill). One was “personal anecdotes.” It reminded me of an insight I read in a Mintel report about unused home workout equipment.

I combine this with the text “Peloton brings the motivation of a community to your home.” This gave me a visual idea of unused home workout equipment. I could mockup the social idea using AI to Generate (AI Function) the image. I’d ask “Create an image of an unused, dusty, stationary bike in a basement with a lonely looking guy” (Level of Thinking). This image would help me sell the idea to the client.

Generated with AI (DALL-E 3 via Copilot Designer ∙ June 25, 2024 at 1:33 PM

After approval, my art director and I would consider Copyright issues. Using AI-created artwork for commercial use is unsettled due to sources for training data. Adobe Firefly claimed to be copyright-compliant, but revelations about training data may put Firefly users at legal risk. A trusted photographer may be best to ensure compliance (Legal & Ethical Use).

We’d also consider that the medium sends a message. Does an artificial human and image support Petoton’s message of genuine human connection? I’d weigh the risk of uncanny valley. When tech gets too close to human people get an unsettled feeling. That creepy feeling can be transferred into negative feelings about the brand. Toys R Us and Under Armour have faced backlash for using AI generated video in this way. Google sparked backlash over an ad where a dad had AI write a letter for his daughter because it had to be perfect (Legal & Ethical Use).

I can’t help thinking about the human impact. I’ve worked with many talented creators who add to my ideas with their expertise. If we all decide to use AI instead, photographers, models, illustrators, designers, and writers lose their livelihoods. Levi’s faced a backlash after announcing they’d use AI generated models (Legal & Ethical Use).

Creating content variations (AI Capabilities) is a tedious part of social media. AI could help Generate (AI Function) variations to fit different platforms. I could ask “Write this copy ‘Peloton brings the motivation and community of a gym to the convenience of your home’ in 10 different ways.” I could also tell it to write a specific length for each platform’s character limits. This type of AI outsourcing is happening. Meta Ad Manager is adding Text Variations and social media management software Hootsuite has OwlyWriter AI.

Going through this AI task exercise makes me hopeful.

Breaking down my job into tasks making intentional decisions on what to outsource to AI gives me hope. It reminds me of our human agency. It helps me visualize what Mollick describes in his book Co-Intelligence. Instead of replacing all human tasks, we can use AI as Centaur (division of tasks) and Cyborg (intertwined alternating subtasks).

Once you decide what tasks to outsource you need to know how to ask AI to get the best results. In my next post, I’ll dive deeper into prompt writing.

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