🎯 Eight Use Cases
Competitive Analysis
Monitor competitors, analyze market trends, and prepare strategic briefings for your team.
Difficult Conversations
Prepare for conflicts, deliver tough feedback, and navigate change conversations with your team.
Data Analysis
Synthesize weekly reports from your team, identify patterns, and prioritize your attention.
Workshop Preparation
Design engaging workshops, create facilitation guides, and plan effective exercises.
Project Management
Analyze project status, identify risks, prepare for steering committees, and navigate trade-offs.
Strategy to Goals
Break down division strategy into quarterly team goals and cascade to individual objectives.
Team Meeting Planning
Structure agendas, prioritize topics, formulate decisions, and plan effective facilitation.
Interactive Scenario
Practice goal-setting for a team of 8 — set quarterly goals, break them down, and use AI as coach.
📥 Download Materials
Download Workshop Files (ZIP)
Includes: Business context, weekly reports, project status reports, competitive intelligence, and templates
📁 What's Included
- 📄 Business_Context.txt — Company overview, strategy, competitive landscape, organizational culture
- 🎨 Brand_Guidelines.txt — Colors, typography, voice & tone, values
- 📊 Weekly Reports (4) — Product Development, Sales (German-speaking markets), Customer Support, Digital Marketing
- 📋 Project Status Reports (2) — Commercial Robotic Mower Launch, Battery Platform Migration
- 🔍 Market Intelligence — Competitor updates, regulatory changes, market trends
- 🎯 Division Strategy 2026-2027 — Strategic pillars, targets, and team context for goal-setting exercises
- 📅 Team Meeting Context — Upcoming meeting agenda, open items, team dynamics, and decisions needed
- 🧪 Interactive Scenario — Guided exercise: set Q1 goals for your 8-person team using AI as support
- 🛠️ Templates — Frameworks for conversations, workshops, competitor briefs, project status, meeting planning
- 📝 Project Instructions — Included in the setup steps below (just copy & paste!)
🛠️ Setup Instructions
1
Go to Claude
Visit claude.ai and sign in (or create an account). You need Claude Pro for Projects.
2
Create a New Project
Click "Projects" in the sidebar, then "Create Project". Name it something like "Leadership AI Assistant".
3
Add Custom Instructions
Click "Set custom instructions" and paste the following:
You are an AI leadership assistant for a middle manager at Husqvarna Group — a global leader in outdoor power products (robotic mowers, chainsaws, garden tools). The company has ~14,000 employees and ~50 billion SEK in revenue.
You help with:
1) Competitive analysis — monitor competitors (Stihl, Deere, Honda, TTI), analyze market trends, prepare briefings
2) Difficult conversations — prepare for performance discussions, role-play challenging scenarios, develop communication strategies
3) Data analysis — synthesize weekly/monthly reports from the team, identify patterns and anomalies, prioritize what needs attention
4) Workshop preparation — design agendas, create facilitation guides, develop exercises
5) Project management — analyze project status, identify risks, prepare for steering committees
6) Strategy to goals — break down division strategy into team and individual goals
7) Team meeting planning — structure agendas, prioritize topics, formulate decisions
8) Interactive scenarios — practice goal-setting and leadership situations
Key context:
- Strategic priorities: battery/robotic growth, professional segment expansion, sustainability leadership
- Battery products: 28% of sales (growing), robotic mowers growing 16% annually
- Communication style: professional but human, direct, respects Swedish consensus-seeking culture
- You provide decision SUPPORT, not decisions — the manager knows their people best
- Never ask for sensitive data (salaries, medical details, confidential HR matters)
- Base competitive intelligence on public sources only
4
Upload Files
In the Project Knowledge section, upload: Business_Context.txt, all weekly reports, and the market intelligence file.
5
Start a Conversation
Click "New Chat" in your project and try one of the example prompts below!
1
Go to ChatGPT
Visit chat.openai.com and sign in. You need ChatGPT Plus for file uploads.
2
Create a New Project
In the sidebar, find "Projects" and create a new one. Name it "Leadership Assistant" or similar.
3
Add Instructions
Click the project settings and paste the following into the instructions field:
You are an AI leadership assistant for a middle manager at Husqvarna Group — a global leader in outdoor power products (robotic mowers, chainsaws, garden tools). The company has ~14,000 employees and ~50 billion SEK in revenue.
You help with:
1) Competitive analysis — monitor competitors (Stihl, Deere, Honda, TTI), analyze market trends, prepare briefings
2) Difficult conversations — prepare for performance discussions, role-play challenging scenarios, develop communication strategies
3) Data analysis — synthesize weekly/monthly reports from the team, identify patterns and anomalies, prioritize what needs attention
4) Workshop preparation — design agendas, create facilitation guides, develop exercises
5) Project management — analyze project status, identify risks, prepare for steering committees
6) Strategy to goals — break down division strategy into team and individual goals
7) Team meeting planning — structure agendas, prioritize topics, formulate decisions
8) Interactive scenarios — practice goal-setting and leadership situations
Key context:
- Strategic priorities: battery/robotic growth, professional segment expansion, sustainability leadership
- Battery products: 28% of sales (growing), robotic mowers growing 16% annually
- Communication style: professional but human, direct, respects Swedish consensus-seeking culture
- You provide decision SUPPORT, not decisions — the manager knows their people best
- Never ask for sensitive data (salaries, medical details, confidential HR matters)
- Base competitive intelligence on public sources only
4
Upload Files
Use the "Add files" option to upload the business context, reports, and intelligence files.
5
Start Chatting
Open a new conversation in your project and try the example prompts below.
1
Check Access
Copilot is included in some Microsoft 365 subscriptions. Check with your IT department if you have access. Go to copilot.microsoft.com or use Copilot directly in Word/Teams. Recommended: If available, select "Office Agent (frontier)" for best performance.
2
Choose Workspace
Open Copilot in Microsoft 365 (via Teams, Word, or the web version). Start a new conversation.
3
Upload Files
In the Copilot chat, click the 📎 icon or drag and drop: Business_Context.txt, all weekly reports, and the market intelligence file. Note: some Copilot versions have file number limitations.
4
Give Instructions
Paste the following as your first message:
I have uploaded business context, weekly reports, and market intelligence for Husqvarna Group. You are my AI leadership assistant as a middle manager. When I ask questions, you should: 1) Read and analyze all relevant documents, 2) Identify patterns, problems, and successes across the team, 3) Prioritize what needs my attention, 4) Suggest concrete actions and follow-up questions, 5) Be professional but human, direct, and concise. Confirm that you understand the assignment.
5
Ask Your First Question
Once Copilot confirms, try: "What are the top 3 issues I should focus on this week based on the team reports?"
Copilot advantage: If you already use Microsoft 365, Copilot integrates with your existing tools (Teams, Outlook, Word, Excel). Data stays within your Microsoft ecosystem, which can simplify GDPR compliance.
💡 Example Prompts
🔍 Competitive Analysis
Upload: market-update-feb-2026.txt, Business_Context.txt, Brand_Guidelines.txt
What are the main competitive threats we should be monitoring based on the market intelligence? Prioritize by urgency. Present your analysis directly in the chat. Let me know if you can't find the market intelligence file.
Summarize Stihl's recent moves and what they mean for our professional segment strategy. Give me a one-page summary I can share with my team, using our brand tone of voice.
Prepare a 5-minute briefing on battery technology competition I can share with my leadership team. Format it as a PDF executive summary using our brand visual guidelines and tone of voice.
How should we respond to TTI/Ego's aggressive pricing in the consumer segment? Give me three strategic options with pros and cons. Present directly in the chat as a clear recommendation memo.
💬 Difficult Conversations
Upload: Weekly reports (relevant person's report), conversation-prep-framework.txt
Conflicts
Erik and Thomas have tension around product readiness vs. sales promises. I need to address this before it affects the CEORA launch. Help me prepare a conversation where I mediate without taking sides. Give me an approach and specific questions to ask each of them.
Two of my team members disagree on prioritization — Erik wants to focus on quality and Thomas wants to push for speed. How do I facilitate a conversation that finds common ground? Role-play the mediator role with me.
Feedback
Help me prepare for a conversation with Claire (Customer Support) about the UK team's retention issues. Give me talking points, key questions to ask, and potential responses to anticipate. Present directly in the chat.
I need to tell Thomas that we lost the Munich tender. How do I frame this as a learning conversation rather than blame? Give me an opening statement and 3-4 follow-up questions.
What's the best way to discuss workload concerns with Maria from Product Development without making her feel criticized? She's hinted she might leave. Give me a conversation script I can adapt.
Role-play a conversation where I give constructive feedback to Lena about dominating team discussions. You be Lena and push back realistically. Let's go back and forth in the chat.
Change
Our division is accelerating the shift from combustion to battery products. Thomas is worried about losing traditional customers. Help me prepare a conversation that acknowledges his concerns while building commitment to the transformation.
I need to communicate a significant organizational change to my team: we're restructuring how we work with dealers. Some roles will change. Help me plan the communication — what to say, in what order, and how to handle anxiety. Present directly in the chat.
Role-play a conversation where I address change fatigue in my team. Several people have expressed feeling overwhelmed by the pace of transformation. You be a skeptical team member and push back. Let's go back and forth.
📊 Data Analysis (Weekly Reports)
Upload: All 4 weekly reports from data/reports/week-06/, Brand_Guidelines.txt
Summarize all four weekly reports. What are the top 3 issues I should focus on this week? Let me know if you can't find them. Present your analysis as a PDF using our brand visual guidelines and tone of voice.
What patterns do you see across the reports? Are there any systemic issues affecting multiple teams? Give me your analysis directly in the chat with clear bullet points.
Create a one-page executive summary I can share with my VP, highlighting wins, risks, and decisions needed. Format as a PDF using our brand guidelines. Use our professional but human tone of voice.
Compare the team health indicators across all reports. Who needs the most support right now and why? Present as a simple table in the chat, then give me your recommendation.
Several reports mention supply chain or spare parts issues. Map out the full picture of this problem across all teams. Present directly in chat as a problem overview with recommended actions.
🎨 Workshop Preparation
Upload: workshop-design-template.txt, Brand_Guidelines.txt + relevant content (market intelligence, weekly reports, or project reports)
Design a 2-hour workshop for my team on "Responding to Competitive Pressure" based on the market intelligence report. Create a detailed agenda with timings and exercises. Format as a PDF I can print and bring to the session.
I need to run a retrospective on why we lost the Munich tender. Create an agenda that drives learning without blame. Include facilitator notes and key questions. Present directly in the chat.
Create a half-day offsite agenda focused on improving cross-team collaboration, using the issues from the weekly reports as input. Format as a Word document with our brand tone of voice. Let me know if you can't find the reports.
What pre-work should I send participants before a strategy workshop on our battery transformation roadmap? Draft the pre-work email directly in the chat, using our professional but human brand voice.
📋 Project Management
Upload: commercial-mower-launch.txt and/or battery-platform-migration.txt from data/projects/, Brand_Guidelines.txt
Analyze the commercial robotic mower launch project status. What are the biggest risks and what should the project manager focus on? Let me know if you can't find the project report. Present your analysis directly in the chat with clear priorities.
The Battery Platform Migration is over budget. Help me prepare questions for the steering committee meeting. Give me 10 sharp questions that will uncover the real situation. Present directly in the chat.
Compare the two project reports. What patterns do you see in how these projects are being managed? Let me know if you can't find them. Create a comparison table in the chat, then give me your overall assessment.
Draft a stakeholder communication explaining the commercial mower launch delay and our mitigation plan. Format as a PDF using our brand visual guidelines and professional but human tone of voice.
The Battery Platform Migration has scope pressure from Marketing for connectivity features. Role-play the conversation where I push back on adding features mid-project. You be the Marketing VP. Let's go back and forth in the chat.
🎯 Strategy to Goals
Upload: division-strategy-2026.txt from data/strategy/, Business_Context.txt, weekly reports (for team context)
Break down this division strategy into 3 concrete quarterly goals for my Northern Europe team for Q1 2026. The goals should be specific, measurable, and connected to the strategic pillars. Present directly in the chat.
I have 8 direct reports with different roles and challenges. Help me cascade our Q1 team goals into individual goals for each person. Consider that Maria is overloaded and James is new (6 months). Present as a table in the chat.
Review my Q1 goals and tell me honestly: am I being too ambitious? Too safe? What would you change if you were my coach? Be direct and challenge my thinking.
Help me draft a short message to send my team before Monday's meeting where I'll present the Q1 goals. I want them to come prepared with their own input so it feels collaborative, not top-down.
Lena (Key Account Manager) tends to resist stretch targets. How should I present the goals to create buy-in from the whole team? Give me an opening statement and tips for handling pushback. Present directly in the chat.
📅 Team Meeting Planning
Upload: team-meeting-context.txt from data/meetings/, weekly reports, meeting-planning-guide.txt from templates/
I have a 1-hour team meeting on Monday with 8 people. Here are the topics I need to cover: CEORA launch decision, battery supplier issue, team workload concerns, Q1 goal check, and competitive update on Stihl. Help me structure an agenda with time allocations and flag which items need a decision.
I have 5 topics competing for time in my team meeting and only 60 minutes. Help me prioritize — what must be discussed this week, and what can wait or be handled asynchronously? Use the meeting context file for details.
We need to decide on the CEORA launch approach in Monday's meeting. Help me frame this as a clear decision with 2-3 options, trade-offs for each, and a recommendation. I want the team to discuss, not just be told.
I need to discuss team workload concerns in our meeting without it turning into a complaint session. How should I structure this conversation to be productive? Give me specific questions to ask and a facilitation approach.
After the meeting, help me organize these decisions and action items into a clear summary I can send to the team. Include: decisions made, action items with owners, open questions, and topics for next week. Present directly in the chat.
🧪 Interactive Scenario: From Strategy to Team Goals
Upload: interactive-scenario-q1-goals.txt from data/scenarios/, division-strategy-2026.txt from data/strategy/
The Scenario
You are Head of Northern Europe Commercial Operations at Husqvarna, leading a team of 8 people. The division just released its 2026-2027 strategy. Your VP has asked you to: (1) set 3 team-level Q1 goals, (2) break them down to individual goals, and (3) present the goal cascade at next week's leadership meeting.
I manage an 8-person team responsible for Northern Europe Commercial Operations at Husqvarna. Based on the division strategy document, help me define 3 meaningful quarterly goals for Q1 2026. The goals should connect to the strategic pillars while being realistic for one quarter. Consider the team challenges mentioned in the scenario file.
Here are my 3 team goals for Q1: [paste your goals]. Help me break these down into individual goals for each of my 8 team members. Consider their roles, current challenges, and that Maria is already overloaded (on 3 projects) and James is new (6 months in the role).
I need to present these goals to my team on Monday. Help me structure a 30-minute goal-setting discussion that feels collaborative, not top-down. Include opening remarks, discussion questions, and how to handle pushback.
Role-play my VP reviewing these goals. Challenge me: Are they ambitious enough? Do they connect clearly to the strategy? What's missing? Push back like a tough but fair leader would. Let's go back and forth in the chat.
🚀 Advanced / Combined
Upload: All documents — Business_Context.txt, Brand_Guidelines.txt, weekly reports, project reports, market intelligence
Based on everything you know about our situation, what would you advise me to focus on this quarter? Be direct and specific. Let me know if you can't find any of the uploaded documents. Present your recommendations directly in the chat.
If you were my coach, what tough questions would you ask me about how I'm leading this team? Don't be polite — challenge me. Present directly in the chat, then we can discuss.
Create a "leadership dashboard" view: team health, strategic risks, competitive position, and key decisions pending. Format as a PDF using our brand visual guidelines. Make it something I could print and bring to my leadership meeting.
I have a skip-level meeting with the CEO next week. What should I be prepared to discuss based on our current situation? Give me talking points, likely questions, and recommended answers. Present directly in the chat using our professional but human tone.
Important: Data Security
This workshop uses fictional data for practice. In real work, never upload sensitive information (salaries, medical records, personal conflicts, confidential strategies) to AI tools. Always follow your organization's data policies.