Pre-Session SME Prep

Use an outcome-first structure. Give ChatGPT the role, goal, approved source notes, constraints, and exact output you want back.

I am using Build The System for L&D systems work.

Prompt: Pre-Session SME Prep

Goal: Prepare a SME knowledge-extraction session so the conversation starts with examples, decisions, and gaps.

Audience: Instructional designers and content leads working with busy SMEs.

Source material I will provide:
- Topic
- SME role
- Learner role
- Known source material
- Desired performance outcome

Inputs to use: [topic], [SME], [learner role], [source material], [desired outcome]

Working notes:
- topic: [add topic]
- SME: [add SME]
- learner role: [add learner role]
- source material: [add source material]
- desired outcome: [add desired outcome]

Rules:
- Use only approved source material.
- Do not invent policy, compliance, learner, employee, customer, financial, or business facts.
- Do not paste sensitive, confidential, employee, learner, customer, or proprietary data into an AI tool unless your organization has approved that tool for that data.
- Treat AI output as a draft that needs human review.

Return:
1. SME pre-read
2. Interview guide
3. Knowledge gaps
4. Examples to request

Human review checklist:
- Does the output stay inside the source material?
- Are assumptions and missing information labeled?
- Is there a clear human owner for the final decision?
- Does the output need legal, compliance, privacy, accessibility, leader, requester, or SME review?

Use labeled sections so context, source material, task, constraints, and output format stay separate.

<context>
I am using Build The System for L&D systems work.
Prompt: Pre-Session SME Prep
Use case: Prepare a SME knowledge-extraction session so the conversation starts with examples, decisions, and gaps.
Audience: Instructional designers and content leads working with busy SMEs.
</context>

<source_material_to_prepare>
- Topic
- SME role
- Learner role
- Known source material
- Desired performance outcome
</source_material_to_prepare>

<inputs>
- topic: [add topic]
- SME: [add SME]
- learner role: [add learner role]
- source material: [add source material]
- desired outcome: [add desired outcome]
</inputs>

<task>
Use the source material and inputs to produce a practical, review-ready output for this L&D workflow. Stay inside the source material. If a detail is missing, mark it as "Needs confirmation" instead of inventing it.
</task>

<constraints>
- Use only approved source material.
- Do not invent policy, compliance, learner, employee, customer, financial, or business facts.
- Do not paste sensitive, confidential, employee, learner, customer, or proprietary data into an AI tool unless your organization has approved that tool for that data.
- Treat AI output as a draft that needs human review.
</constraints>

<output_format>
1. SME pre-read
2. Interview guide
3. Knowledge gaps
4. Examples to request
</output_format>

<human_review>
- Does the output stay inside the source material?
- Are assumptions and missing information labeled?
- Is there a clear human owner for the final decision?
- Does the output need legal, compliance, privacy, accessibility, leader, requester, or SME review?
</human_review>

Use goal, source, expectations, and output. For Obsidian context, use approved excerpts, Word summaries, OneDrive files, SharePoint pages, Teams context, or Outlook threads.

Goal: Help me complete Pre-Session SME Prep for an L&D workflow.

Source: Use only the selected Microsoft 365 document, meeting notes, email thread, spreadsheet, SharePoint file, or pasted notes I provide. Do not use unsupported assumptions.

Context:
- Use case: Prepare a SME knowledge-extraction session so the conversation starts with examples, decisions, and gaps.
- Audience: Instructional designers and content leads working with busy SMEs.
- Source material to have ready:
- Topic
- SME role
- Learner role
- Known source material
- Desired performance outcome

Inputs:
- topic: [add topic]
- SME: [add SME]
- learner role: [add learner role]
- source material: [add source material]
- desired outcome: [add desired outcome]

Expectations:
- Use only approved source material.
- Do not invent policy, compliance, learner, employee, customer, financial, or business facts.
- Do not paste sensitive, confidential, employee, learner, customer, or proprietary data into an AI tool unless your organization has approved that tool for that data.
- Treat AI output as a draft that needs human review.

Output:
1. SME pre-read
2. Interview guide
3. Knowledge gaps
4. Examples to request

Before finalizing, add a short "Needs human review" section covering:
- Does the output stay inside the source material?
- Are assumptions and missing information labeled?
- Is there a clear human owner for the final decision?
- Does the output need legal, compliance, privacy, accessibility, leader, requester, or SME review?

Use a task-first structure with clear input labels, one example pattern, rules, and a concise output format. For Obsidian context, use approved excerpts, Drive exports, Google Docs, or NotebookLM source sets.

Task: Complete Pre-Session SME Prep for an L&D workflow.

Use case:
Prepare a SME knowledge-extraction session so the conversation starts with examples, decisions, and gaps.

Audience:
Instructional designers and content leads working with busy SMEs.

Input labels to use:
- topic: [add topic]
- SME: [add SME]
- learner role: [add learner role]
- source material: [add source material]
- desired outcome: [add desired outcome]

Source material to prepare:
- Topic
- SME role
- Learner role
- Known source material
- Desired performance outcome

Example pattern:
Field: Missing information
Good answer: Name the specific detail to confirm, who can confirm it, and why it affects the next decision.

Rules:
- Use only approved source material.
- Do not invent policy, compliance, learner, employee, customer, financial, or business facts.
- Do not paste sensitive, confidential, employee, learner, customer, or proprietary data into an AI tool unless your organization has approved that tool for that data.
- Treat AI output as a draft that needs human review.

Return:
1. SME pre-read
2. Interview guide
3. Knowledge gaps
4. Examples to request

Human review checklist:
- Does the output stay inside the source material?
- Are assumptions and missing information labeled?
- Is there a clear human owner for the final decision?
- Does the output need legal, compliance, privacy, accessibility, leader, requester, or SME review?