The Care Package.
Everything I hand out at sessions, in one place. A paste-ready configuration for your own AI thinking partner, the full workshop handout, sample data to practice on, and the research behind the talk. No signup, no email gate. Built for Total Rewards and HR people who want to start Monday.
Downloads
Take what you need
Start with the care package. If you only want the walkthrough, grab the handout on its own.
What’s inside
Getting_Started_Four_Doors.docx— where the configuration pastes in Copilot, ChatGPT, Claude, and Gemini, plus the judgment upgrade and five testsAI_Thinking_Partner_Handout.docx— the full walkthrough, personality options, test prompts, next stepsAI_Thinking_Partner_Starter.md— paste-ready configuration with bracketed fields to fill inGeozone_Map_Exercise_Kit.zip— build an interactive geographic pay map from raw datagreenleaf_market_survey_data.csv— market survey data across three sources, fictional companygreenleaf_retail_census.csv— 50-person census with grades, salaries, compa-ratios, ratingsLab_Care_Package_README.txt— what each file is and where to start
How to use it
- Open the starter file and copy the text between the cut lines.
- Paste it into your AI tool’s custom instructions. In Copilot that is Agents → New agent (works on a work or school account); in Claude, a Project; in ChatGPT, Custom Instructions or a Project; in Gemini, a Gem. The Getting Started guide in the package walks each one. If your tool has none of those, paste it at the top of a conversation instead. It still works.
- Fill in the bracketed fields with your role, your team, your systems, your priorities. That context is the whole thing.
- Ask it something you are actually working on this week. Then tell it what it got wrong.
Use fictional or sample data until your organization says otherwise. The exercise data here is entirely made up for exactly that reason. If you can see it, the AI can see it.
Receipts
The research behind the talk
Every study cited on screen, so you can read the source rather than take my word for it. Titles are searchable; I have deliberately left off anything I have not read myself.
The one rule
AI amplifies. Humans decide.
Treat it like a sharp new hire whose work you still review. Verify the confident-sounding output, and ask it to argue against you on purpose. Keep sensitive employee data out of anything your organization has not approved. Then go build the thing you have been describing to people for years.