68. Getting Started - Best Practices Checklist
A concise checklist to follow for every prompt as a new user.
By Jacques Botte, founder of Toptronic®. Last updated 19 September 2026.
The lesson
Before writing: Define your goal clearly. What do you want the AI to produce? What will you do with the output?
Checklist for every prompt:
[ ] Persona selected: Does the AI know what expert role to adopt?
[ ] Instructions specific: Can someone else understand exactly what to do?
[ ] Context provided: Does the AI know the situation and constraints?
[ ] Data included: Are the facts, text, or examples the AI needs present?
[ ] Format specified: Will the output be in the right structure?
[ ] Technical specs set: For code, are language version and constraints noted?
[ ] Tone appropriate: Is the voice right for the audience?
[ ] Preview checked: Did you review the prompt before exporting?
[ ] Model appropriate: Is the selected AI model suitable for this task?
Save this checklist. Use it for your first 20 prompts. It will become automatic.
A junior accounting clerk runs the TPEE checklist before each prompt, confirming persona, instructions, context and format, and keeps the list beside the desk.
A nurse educator works through the checklist for every training prompt, checking audience, tone and preview before the draft is used.
An apprentice plumber uses the checklist on quote prompts, confirming technical specs and data are present before the estimate goes to the customer.
A hotel receptionist follows the checklist for guest-reply prompts, checking tone and audience before copying the text into the booking system.
A primary school teacher uses the checklist to confirm the persona and model choice are right for a lesson-planning prompt.
A laboratory assistant checks the data and context boxes on the list before running a sample-summary prompt.
A junior game designer runs the checklist to confirm instructions and format are clear before generating a level-description prompt.
A small farm owner works through the checklist for supplier and planning prompts, checking context and preview before sending anything.
A logistics clerk uses the checklist to confirm persona, data and tone are set before a shipping-summary prompt is pasted into the office tool.
A retail team lead applies the checklist to a weekly sales-summary prompt, confirming format and model choice before the file is shared.
Check yourself
Question 1: What should you do BEFORE writing a prompt?
- Close TPEE
- Define your goal clearly - what do you want the AI to produce? — correct
- Delete all sections
- Call a friend
Answer: Define your goal clearly - what do you want the AI to produce?
Knowing your goal before you start helps you select the right persona, include necessary context, and specify the correct format.
Question 2: Which of these is NOT on the best practices checklist?
- Persona selected
- Weather checked — correct
- Format specified
- Model appropriate
Answer: Weather checked
Weather is irrelevant to prompt quality. The checklist includes persona, instructions, context, data, format, technical specs, tone, preview, and model selection.
Question 3: How many times should you use the checklist before it becomes automatic?
- Never
- About 20 times — correct
- Once
- 1000 times
Answer: About 20 times
Using the checklist consistently for your first 20 prompts builds habit. After that, the steps become natural and automatic.
← Previous lesson · All 91 lessons · Next lesson →
The full course — 91 lessons and 273 quiz questions — ships inside the app. Get TPEE to study it offline.