14 件优先级的季度计划,一件都做不成。好的 Prompt 强制 3-5 件、点出什么被砍、算清容量、识别本季学不到什么。
适合哪些场景
做季度规划的职能 lead / PM、定 OKR 的创始人、给路线图签字的工程经理。
什么时候不建议这样写 Prompt
别当愿望清单用。管理层不接受”不”的时候也别用——规划成戏剧。
Prompt 结构公式
每个 Prompt 都要带这六个要素:
- 角色:AI 扮演谁——Chief of Staff / 经理 / 分析师。
- 上下文:团队 / 组织 / 范围 / 数据。
- 目标:一个交付物——计划、memo、谈点、文档。
- 限制:字数、必含字段、受众级别。
- 语气:自信、中性、事实。
- 示例:1-2 份过往作品锚定格式。
这套 Prompt 适合用在哪
- OKR / 结果起草
- 容量 vs 承诺
- trade-off 框架
- 季度启动 memo
- 季中检查
12 个可直接复制的 Prompt 模板
1. 结果优先
Quarter: `{quarter}`. Generate 3-5 priorities. Each: (a) outcome (not output — what changes for users / business), (b) success metric, (c) why this not something else, (d) what we explicitly won't do.
可替换变量: quarter
2. 容量算账
Team has `{n}` people, `{weeks}` weeks effective. Map each priority to estimated person-weeks. Sum. If sum > capacity, list which priorities to cut. Don't pretend everything fits.
可替换变量: n, weeks
3. outcome vs output
Audit my priorities for output-thinking ("ship feature X") vs outcome ("X% lift in retention"). Rewrite each as outcome. If output is the goal, name the outcome it serves.
4. trade-off 声明
For each priority, write a 1-sentence trade-off statement: "By doing X, we accept slower progress on Y." If you can't name a trade-off, the priority is probably untested.
5. 押注分级
Some priorities are "must-deliver", some are "bet" (learning). Classify each as: (a) Commitment, (b) Bet (we'll learn within Q whether to continue), (c) Stretch. Don't mark all as commitment.
6. 季度启动 memo
Write the team kickoff memo: (1) Our 3-5 priorities, (2) What we won't do, (3) How we'll measure success, (4) Risks we're watching, (5) First milestones. ≤ 500 words.
7. 跨团队依赖
For each priority, list dependencies on other teams: (a) What we need, (b) When, (c) Who owns. Flag any dependency without an "owner" name.
8. 季中检查
Week 6 of quarter. Audit: (1) Which priorities are on / off track, (2) Should we cut any priorities now to focus, (3) Where the team is over-committed. Output a recalibration memo.
9. 季末复盘
End of quarter. Retro: (1) Priorities shipped, (2) Priorities not shipped (and why), (3) What we learned that surprised us, (4) Process changes for next quarter. Output ≤ 300 words.
10. “我们学不到什么”
For this quarter, name 3 things we won't learn (questions we won't answer). Naming them surfaces gaps. Decide: which can wait, which need a small bet next quarter.
11. 给老板的 5 句话
Pitch the quarterly plan to leadership in 5 sentences: (1) Theme, (2) 3 priorities + outcomes, (3) Trade-off accepted, (4) What we need from them, (5) Risks we're watching.
12. 规划卫生
Audit the plan: (1) > 5 priorities? Trim. (2) Any "improve X" with no metric? Make it concrete. (3) Capacity math actually done? (4) Trade-offs explicit? Output fix list.
容易踩的坑
- 没具体上下文——输出泛泛。
- 不核对——AI 会编。
- 受众模糊——深浅不当。
- 没字数限制——读者不读完。
- 所有场景一个模板——读者麻木。
- 没”需要什么决定”。
- 不附原数据。
优化技巧
- 指明受众级别。
- 限长:战术 1 页,执行 3 条。
- 开头先放”要什么决定”。
- 附原数据链接。
- 发前念出来。
- AI 出稿,人审核。
- 存样本,重用格式、刷新内容。
实操加深
使用这些 prompt 时,不要只替换一个主题词就直接交付。围绕「季度规划 Prompt:12 个不只是许愿单的模板」先补齐受众、渠道、长度、语气、参考样例、禁止样式和成功标准,再让模型输出 2 个不同版本做横向比较。好的结果应该能被另一个人直接复用,而不是只有顺滑但空泛的表达。
如果输出看起来像通用模板,下一轮要增加一个真实场景、一个反例和一个可检查指标,例如点击率、转化动作、字数、平台限制或品牌禁区。这样改出来的内容才更像可用资产,而不是一次性的灵感草稿。
FAQ
- 文档多长?: 战术 1 页,执行 3 条 + 链接。
- AI 能取代分析师 / 经理吗?: 初稿模板可以;判断不行。
- 多久刷一次?: 按节奏;受众疲劳就调。
- 要写风险吗?: 要。装没风险下次失去信任。
- 怎么核对?: 附数据源;peer 看数字。
- AI 能自己出数据吗?: 不能。要连真实数据源。