Build a better policy-summary prompt
Start with the source, not the summary
This fictional memo is intentionally simple. The lesson is about preserving the meaning of a controlling source while making it easier for staff to understand what to check next.
Fictional Program Operations Memo
Effective November 1, local programs may use electronic participant acknowledgment for the specific training plan form described in the memo. Programs that choose this option must retain the acknowledgment with the case record. The memo applies only to that form and does not change eligibility documentation, fiscal controls, or other signature requirements. Local procedures may be more restrictive.
November 1
Programs may use electronic acknowledgment for one named form.
Retain the acknowledgment with the case record.
Eligibility, fiscal controls, other signature rules.
Local procedures may be more restrictive.
“Summarize this policy and tell staff what they need to do.”
Add four things that keep the summary grounded
A good policy summary is a map back to the source. It should help staff understand the question without quietly becoming a new policy.
For policy work, give AI the exact question, the controlling source, distinctions it must preserve, and a summary that points back to verification.
A clear summary can still change the rule
Imagine AI returns this answer. What would you do?
“Beginning November 1, all programs must accept electronic signatures for training plans. Staff should update local procedures and use electronic acknowledgment for participant documentation going forward.”
AI can clarify policy without becoming policy
Choose a low-risk policy or guidance document you already understand. In your approved AI environment, ask for a summary that preserves permissions, requirements, scope, dates, and exceptions. Then compare every consequential statement against the source before sharing it.
You have practiced preserving the meaning of a policy source. Next, learn how to make board material shorter without making the evidence or recommendation stronger than the record supports.