🚩Tactical Memo 101: Stop Prompting. Start Delegating.
Prompts save you minutes. Handing over the whole task gets the hours back.
Tactical Memo #101 | The Unwritten Rules · AI | 4 min read
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Free live lesson I'm teaching a live lesson on Thursday, October 15 at 11 AM Eastern. The lesson is called How Project Managers Use AI To 10x Project Delivery Speed. You'll see the full agent system I run my projects with on 1 slide. It's a Chief of Staff, 4 task agents, and the approval step. It's 60 minutes and it's free. You don't need technical skills, and there's a recording if you can't make it live. |
In brief The situation: You use AI every day and your week is still just as full. The mistake: You prompt for help on tasks you still start and finish yourself. The move: Hand 1 recurring task to an agent and keep only the approval. |
The story
It's Friday afternoon and the status report is due.
You open the chat and paste in the week's notes.
The draft comes back in under a minute.
You spend the next 20 minutes correcting it and adding the numbers it missed.
You send it. Next Friday you do all of it again.
52 reports a year. You start every one.
Your company gave you the tool and a session on writing prompts. Most AI training stops there.
The prompt made you faster at the report. You still did the whole report.
If you still open a chat every time the same task comes around, you're in the same spot.
An agent works differently. You write the instructions once and it runs the task on a schedule.
You see the result when it's ready for your approval.
I've watched project managers get very good at prompting and stay exactly as busy.
A prompt saves you minutes. You get hours back when an agent runs the task and you only approve it. Here's how to work with it.
The moves
1/ Pick the task by repetition and risk
List the project admin you repeat EVERY week. Status reports, follow-up emails, and stakeholder updates are the usual ones.
Ask 2 questions about each one. How often do you do it, and how much damage does a wrong first draft cause?
Start with the task you repeat the most where a mistake costs the least.
High repetition means the saved time adds up fast. Low risk means a rough first run costs you nothing.
Boring is the right answer here.
Ask this "How many times a month do I do this, and what happens if the first draft is wrong?" |
2/ Hand over the whole task
Write the instructions ONCE, the way you'd brief a new coordinator.
Say when the task runs, where the information is stored, what the finished version looks like, and who receives it.
Then put it on a schedule so it runs without you opening anything.
(This is the step most people skip.)
A prompt needs you to show up every time. A scheduled agent doesn't.
You get the hours back when you stop being the person who starts the task.
Do this "Every Friday afternoon, pull this week's updates from the project tracker and draft the status report in my usual format. Flag anything behind schedule. Leave the draft in my inbox for approval." |
3/ Keep the approval step
The agent NEVER sends anything on its own.
It drafts the update. You check it and send it.
Hand off the work and keep the sign-off.
That check takes a few minutes, and it was always the part that needed you.
Your stakeholders don't ask who drafted the update. They look at whose name is on it.
Checklist The numbers match the source. Nothing a stakeholder needs is missing. I would send this under my own name. |
The outcome
| Most people | You |
|---|---|
| Open a chat every time the task comes around | Hand the task over once and let it run on a schedule |
| Try AI on whatever is in front of them | Start with the most repeated, lowest-risk task |
| Build the report, then send it | Approve the draft, then send it |
Proof. PMI found that 18% of project managers have solid hands-on experience with AI tools, and 49% have little or none. PMI, 2023
This week
Using AI on a task and handing the task over are 2 different things.
People who've learned this write the instructions for a recurring task once and review what comes back.
Try it next time the same piece of admin comes around. Write down each step as you do it, because that list is your first set of instructions.
If you still start the task, you haven't delegated it.
Reply
Which recurring task would you hand off first? Reply with the name of the task. I read every one.
Until next time.
Justin Bateh, PhD
Former COO, LinkedIn Top Voice
Founder and Editor, Tactical Memo