By role

Grants and operations

You are the one holding the proposal, the report and the budget at the same time.

This is you if the deadline belongs to a donor, the format belongs to them too, and the writing still lands on you.

You will recognise this work

You turn programme records into proposals, donor reports, budgets, and compliance documents. Much of the wording repeats, but the figures, commitments, and people behind them are not interchangeable. AI can reshape approved material. It cannot decide what happened or what the organisation may promise.

Outcomes you own

  • A submission that follows the donor’s current instructions.
  • Narrative claims that reconcile with programme and financial records.
  • A file that excludes personal or confidential detail the donor did not request.

Where AI helps, and where it stops

  • AI can assist: map approved text to new headings, shorten a paragraph, draft a checklist, or explain a formula.
  • You decide: what the evidence supports, which costs are allowable, what must be disclosed, and who approves the submission.
  • Never delegate: financial totals, compliance declarations, commitments, beneficiary selection, or final submission.

Your priority tasks

  1. Grants and admin
  2. Drafting reports and advocacy material
  3. Protecting sensitive information

Tools matched to this role

A tool should reduce reformatting without becoming a second untracked home for contracts, payroll, or beneficiary data.

  • Only approved or redacted sensitive materialHas a free versionWe do not know whether it works in Iraq
  • Only approved or redacted sensitive materialHas a free versionWe do not know whether it works in Iraq

Your data risks

Keep these decisions with your team

  • Do not upload beneficiary lists, payroll, bank details, signed contracts, or partner-confidential material to a consumer cloud service.
  • Do not accept a total, date, target, or achievement unless it reconciles to the source record.
  • Do not submit invented activities, commitments, or generic claims that your evidence cannot support.

Workshop path

  1. Use a synthetic donor pack and separate reusable public text from restricted records.
  2. Restructure the safe copy into the donor headings without adding facts.
  3. Reconcile every claim and figure, then record the final reviewer and disclosure requirement.

Leave with

A donor submission checklist and a two-file workflow: one protected source file and one approved, de-identified working copy.

Prompts for this role

  • Reports and advocacy

    Redact first

    Draft a donor report section from your own notes

    25 minutes · Gives you short sections · Works on a phone

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    Write one section of a donor report using ONLY the notes below.
    
    Rules:
    1. Never invent a number, a place, a date or a beneficiary. If a figure is missing, write [NUMBER NEEDED] and carry on.
    2. Copy every figure exactly as it stands in the notes. Do not round it, and do not replace it with a phrase such as "about 200".
    3. Do not describe an activity that is not in the notes.
    4. Report a target that was missed as a missed target, with the reason from the notes. Do not present it as a partial success.
    5. Where two notes disagree, write both and say they disagree. Do not merge them into one sentence.
    6. Plain language, short sentences. No promotional adjectives. Maximum [WORD COUNT] words.
    
    Structure:
    A. What was done in this period.
    B. Results against the indicator, answered as the indicator is written: [PASTE THE INDICATOR WORDING].
    C. What did not go to plan, why, and what changes next period as a result.
    D. A list of every [NUMBER NEEDED] you wrote, so I can fill them in.
    
    Notes:
    [PASTE YOUR MONITORING NOTES]
    How to use it
  • Grants and admin

    Redact first

    Check whether your organisation can apply

    20 minutes · Gives you a checklist · Works on a phone

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    Below is a call for proposals, and then five facts about my organisation. Answer only from the call.
    
    Rules:
    1. For every answer, quote the clause you used and give its section number.
    2. If the call does not answer something, write "the call does not say". Never fill a gap with what is usual.
    3. If a clause turns on where we work or what we work on, do not guess. List it as a question for us to answer offline.
    4. Do not encourage or discourage me. Report what the document requires.
    5. Keep every date and figure exactly as the call writes it, including mixed digits: ١٢٣ alongside 123.
    
    Give me, in this order:
    A. Are we eligible: yes, no, or unclear, with the clause quoted for each requirement we meet or fail.
    B. Every deadline, with date, time and time zone as written, then a checklist of the required documents and annexes, one line each.
    C. Grounds for disqualification, and the budget rules that would change how we plan: co-financing, ineligible costs, ceilings, reporting.
    D. The questions we should send the donor, because the call does not answer them.
    
    The call:
    [PASTE THE CALL]
    
    My organisation, five facts and nothing more:
    Country of registration: [COUNTRY]
    Legal form: [LEGAL FORM AS IT IS WRITTEN ON OUR REGISTRATION]
    Years active: [UNDER 3 / 3 TO 10 / OVER 10]
    Last annual budget: [PICK ONE BAND, NOT THE FIGURE: UNDER 50,000 / 50,000 TO 250,000 / OVER 250,000, AND THE CURRENCY]
    External audit available: [YES OR NO]
    How to use it
  • Data

    Redact first

    Get cleaning steps for a spreadsheet, without uploading it

    20 minutes · Gives you numbered steps

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    I have a spreadsheet I cannot upload. I will describe it instead. The three rows below are invented by me, not copied out of the file, and I will never paste a real row. Do not ask me for the file or for real rows.
    
    Columns and what they hold:
    [LIST THE COLUMN NAMES AND WHAT EACH CONTAINS]
    
    Three invented rows, in the same shape as the real ones:
    [PASTE THREE INVENTED ROWS]
    
    What is wrong with it:
    [DESCRIBE THE PROBLEMS: mixed date formats, duplicates, mixed digits: ١٢٣ alongside 123, trailing spaces, merged cells, several answers in one cell]
    
    What I need at the end:
    [DESCRIBE THE RESULT YOU WANT]
    
    Give me, in this order:
    A. Numbered steps, in the order I should do them, each saying what to do and what the file will look like afterwards.
    B. The formula, or the script, for each step that needs one. Say which program it is for.
    C. The assumptions you made about my data, one per line, and for each one what it will silently break if the assumption is wrong and how I would spot that.
    D. What to check after each step to know it worked, including the row count before and after.
    
    Work only from my description. If my description is not enough to write a step safely, say what you need to know instead of guessing.
    How to use it
  • Protecting information

    Redact first

    Draft your organisation’s one-page AI rules

    30 minutes · Gives you one page

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    Help me write a one-page rule for using AI tools in my organisation. Use only my answers below.
    
    Rules:
    1. Do not ask me what our sensitive material is, and do not guess at it. I am not going to tell you.
    2. In section A, leave the examples as blank numbered lines that we fill in on paper afterwards. Write the line, not the example.
    3. Do not add rules I did not ask for, and do not write legal language.
    4. Keep the whole page under 400 words, in words a new volunteer would understand.
    
    My answers:
    1. What we do: [ONE SENTENCE]
    2. Our three labels for material: public, internal, identifiable. Use these three words, and do not ask me what is in the third one.
    3. Tools we have decided to allow: [LIST THEM, OR WRITE "NONE YET"]
    4. Who decides when someone is unsure: [ROLE, NOT A NAME]
    
    Write one page, in this order:
    A. The three classes, in the order public, internal, identifiable, each with one line saying what may be done with material in that class, then two blank numbered lines for our own examples.
    B. The approved tools from answer 3, and what each one may be used for. If answer 3 says "none yet", write that no tool is approved yet, and what that means in practice.
    C. What to do when you are unsure, in one sentence naming the role from answer 4, then the four short fields to write down every time an AI tool is used on work material.
    D. One sentence we tell the people we serve, then a review date and the role that reviews it, as one blank line each for us to fill in.
    How to use it
  • Translation

    Public material only

    Translate a donor call without shifting a requirement

    15 minutes · Gives you short sections · Works on a phone

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    Below is a published call for proposals. Translate it into the language named above. Colleagues will decide what to apply for from your translation, so a requirement that shifts meaning is a lost application.
    
    Rules:
    1. Translate the meaning in plain formal wording. Do not summarise, do not shorten, do not explain.
    2. Copy every figure, date, time, time zone, percentage and currency exactly as written. Where the source mixes digits (١٢٣ alongside 123), keep each one in the form it appears.
    3. Never make a requirement softer or firmer. "Must" stays "must", "may" stays "may", "encouraged" stays "encouraged".
    4. The first time a requirement word appears (eligible, mandatory, co-financing, annex, deadline, audit, ceiling), put the English word in brackets after your wording.
    5. Where the English can be read two ways, translate the more literal reading and mark it [CHECK].
    
    Give me, in this order:
    A. The translation.
    B. Every [CHECK], one line each, saying what the two readings are.
    C. Every figure, date and deadline, one line each: the source wording first, then your translation of it, so I can compare them one by one.
    D. Every requirement word you chose a wording for, with the English in brackets.
    
    The call:
    [PASTE THE PUBLISHED CALL]
    How to use it
  • Translation

    Public material only

    Rewrite an official paragraph in plain language

    10 minutes · Gives you a message to send · Works on a phone

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    Below is one paragraph of published official text: a regulation, a form instruction or a donor condition. Rewrite it in plain words in the language named above, as a message I can send to a community member as it stands.
    
    Rules:
    1. Short sentences, everyday words. Write so that a fourteen year old can read it once and know what to do.
    2. Keep every number, date, deadline, amount, office name and place name exactly as written, including mixed digits (١٢٣ alongside 123).
    3. Add nothing. No advice, no reassurance, no step and no office that is not in the paragraph. If the paragraph does not say who to contact or what happens next, write that it does not say.
    4. Do not soften an obligation. If something is required, the message says it is required, and if there is a consequence for missing it, the message says that too.
    5. Keep any word that has a legal effect and cannot be swapped for an everyday word. Then explain it once, in one line.
    
    Give me, in this order:
    A. The message, ready to send, at most eight short sentences.
    B. What the reader must do, and by when, one line each.
    C. Every word you had to keep technical, with a one line explanation of each.
    D. Anything in the paragraph you could not make plain without changing its meaning.
    
    The paragraph:
    [PASTE THE PUBLISHED PARAGRAPH]
    How to use it
  • Transcription

    Redact first

    Turn messy meeting notes into checkable minutes

    15 minutes · Gives you short sections · Works on a phone

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    You are writing the minutes of a meeting from one person's rough notes. Work only from the notes below.
    
    Rules:
    1. Never invent a decision. If the notes do not say a decision was taken, it was not taken.
    2. Never assign an action the notes do not assign. Give one role per action, exactly the role the notes name, and where the notes name none write "No owner in the notes".
    3. Never invent a date. Where the notes give no date, write "No date in the notes".
    4. Copy names, figures and dates exactly as the notes write them. Do not correct them.
    5. Anything you are unsure about goes in section D. Do not guess in A, B or C.
    6. Keep every section short. One line per item.
    
    Give me, in this order:
    A. Decisions taken. One line each, with who decided it as the notes record it. Where the notes say only "the meeting", write that.
    B. Actions. One line each: what is to be done, the one role the notes assign it to, and the date the notes give.
    C. Discussed without a decision. One line each.
    D. Unclear in the notes. One line each: what is missing or contradictory, and which section above it would belong to.
    
    Notes:
    [PASTE YOUR NOTES]
    How to use it
  • Long documents

    Redact first

    Find the clause that answers your question

    10 minutes · Gives you short sections · Works on a phone

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    You have one question and one long document. Find the clause that answers it.
    
    Rules:
    1. Use only the document below. Never answer from general knowledge about how such documents usually read.
    2. Quote, never paraphrase. Copy the clause word for word, with its number or heading as printed, including mixed digits: ١٢٣ alongside 123.
    3. If the document does not answer the question, write "The document does not answer this" and then give the nearest related clause, quoted.
    4. Search the whole document for anything that changes the answer: a definition, an exception, an annex, a later clause that overrides an earlier one.
    5. Mark anything you are unsure about with [CHECK] and say why in one line.
    
    Give me, in this order:
    A. The clause that answers my question, quoted in full, with its number.
    B. What it means in practice, in one plain sentence.
    C. Anything elsewhere in the document that limits it, extends it or contradicts it, each quoted with its number.
    D. Every [CHECK] you marked, one line each.
    
    My question:
    [WRITE YOUR QUESTION IN ONE SENTENCE]
    
    Document:
    [PASTE THE DOCUMENT]
    How to use it
  • Grants and admin

    Redact first

    Write the budget narrative from your own budget lines

    25 minutes · Gives you short sections · Works on a phone

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    Write the budget narrative for the budget lines below. Use only what is on those lines.
    
    Rules:
    1. Every sentence must be traceable to one budget line. Name the line at the start of the sentence.
    2. Never change a figure. Do not round it, correct it, convert a currency or calculate a total I did not give you. Copy every figure exactly as I wrote it.
    3. Where a line needs a justification I have not given you, write [WHY THIS LINE] and carry on. Never invent a reason, a rate, a quantity or a supplier.
    4. Do not add a line I did not give you, and do not merge two lines into one sentence.
    5. Plain language, short sentences. One short paragraph per line.
    
    Give me, in this order:
    A. The narrative, in the order the lines appear, one paragraph per line.
    B. A list of every [WHY THIS LINE] you wrote, with the line it belongs to, so I can fill them in.
    C. Any figure that looks inconsistent with another figure I gave you, quoted as I wrote it. Do not correct it.
    
    The budget lines:
    [PASTE THE BUDGET LINES]
    
    The donor's own wording for this section, if the template gives one:
    [PASTE THE TEMPLATE INSTRUCTION OR WRITE "none"]
    How to use it
  • Grants and admin

    Redact first

    Answer the donor's questions from your own documents

    20 minutes · Gives you short sections · Works on a phone

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    Below are a donor's clarification questions, then our own documents. Answer each question using only the documents.
    
    Rules:
    1. Answer one question at a time, in the donor's order and with the donor's own numbering.
    2. Under each answer, quote the one sentence from the documents that the answer rests on, and name the document and the page or section it came from.
    3. If the documents do not answer a question, write "our documents do not answer this" and stop. Never fill the gap with what is usual, and never combine two documents into a fact that neither of them states.
    4. If the documents answer only part of a question, say which part is answered and which part is not.
    5. Four sentences at most per answer. No apology, no promotional language.
    
    Give me, in this order:
    A. The answers, numbered as the donor numbered the questions, each one with its quoted sentence and its source.
    B. The questions marked "our documents do not answer this", and for each one, which document or figure would answer it, so I can attach it.
    C. Anything in my documents that contradicts another part of my documents, both sentences quoted, with no attempt to resolve it.
    
    The donor's questions:
    [PASTE THE DONOR'S QUESTIONS]
    
    Our documents:
    [PASTE THE DOCUMENTS, ONE AFTER ANOTHER, EACH WITH A TITLE LINE]
    How to use it
  • Grants and admin

    Redact first

    Ask a donor for more time with no extra money

    15 minutes · Gives you a message to send · Works on a phone

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    Write a short message asking a donor to extend a grant with no additional funds. Use only the facts below.
    
    Rules:
    1. No apology paragraph. State the position once and do not repeat it.
    2. Never promise anything that is not in the facts below. Do not add an activity, an output, a date or a figure.
    3. Where the message needs a figure, a date or a reference I have not given you, write [I MUST FILL THIS IN] and carry on.
    4. Give the reason in one factual sentence. No blame and no dramatic language.
    5. Under 250 words. Short sentences. One request, stated plainly.
    
    Give me, in this order:
    A. The message, with a subject line, and inside it, in this order: what is complete, what is not complete and why in one sentence, the new end date, what will be delivered by that date, and what changes in the workplan.
    B. A list of every [I MUST FILL THIS IN] you wrote, so I can complete it.
    C. What to check in the grant agreement before I send this, as a short list: the notice period, who has to sign, and whether the donor requires a formal amendment request instead of a message.
    
    The facts:
    What is complete: [LIST WHAT IS FINISHED]
    What is not complete: [LIST WHAT IS NOT FINISHED]
    The reason, in one sentence: [WRITE THE REASON]
    Current end date: [DATE AS WRITTEN IN THE AGREEMENT]
    New end date requested: [NEW DATE]
    What will be delivered by the new end date: [LIST WHAT WILL BE DELIVERED]
    What changes in the workplan: [LIST WHAT CHANGES]
    How to use it
  • Grants and admin

    Redact first

    Compare three supplier quotes and justify the choice

    15 minutes · Gives you a table

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    Below are three supplier quotes. Compare them and help me justify a choice. Use only what the quotes say.
    
    Rules:
    1. Never change a figure. Copy every price, currency and date exactly as the quote writes it, including mixed digits: ١٢٣ alongside 123. Do not convert a currency, and do not calculate a total I did not give you.
    2. Compare all three on the same criteria, even when a quote is silent. Where a quote says nothing about a criterion, write "the quote does not say".
    3. Do not recommend a supplier. Set out what each quote offers and what is missing from it.
    4. Never add a fact about a supplier from anywhere except its own quote.
    
    Give me, in this order:
    A. A comparison table, one column per quote, with one row for each of: price as written, what is included, delivery time, warranty, and what is missing from that quote.
    B. The two questions to ask each supplier before deciding, taken from what its own quote leaves unanswered.
    C. One paragraph justifying the choice of [WHICH QUOTE], using only the figures as I wrote them, and writing [I MUST FILL THIS IN] wherever the paragraph needs a fact the quotes do not contain.
    
    If you are reading on a phone, replace the table with one block per row: a heading line, then one short labelled line per column.
    
    Quote 1:
    [PASTE QUOTE 1]
    
    Quote 2:
    [PASTE QUOTE 2]
    
    Quote 3:
    [PASTE QUOTE 3]
    How to use it
  • Data

    Redact first

    Find the difference between receipts and a ledger

    20 minutes · Gives you numbered steps

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    My receipts and my spreadsheet do not agree, and I can upload neither of them. I will describe the spreadsheet instead. Real rows are never pasted here, so do not ask me for them and do not ask me to upload a file.
    
    Columns and what each one holds:
    [LIST THE COLUMN NAMES AND WHAT EACH CONTAINS]
    
    Three invented rows in the same shape as the real ones:
    [PASTE THREE FAKE ROWS]
    
    What does not match:
    [DESCRIBE THE DIFFERENCE: the two totals differ, a receipt has no row, a row has no receipt, one payment is split across two receipts, mixed digits: ١٢٣ alongside 123, two currencies, dates written in two formats]
    
    Rules:
    1. Work only from my description and the invented rows. Never invent a figure of mine, and never assume a total.
    2. If a step cannot be done without seeing my data, say so and tell me what to look at myself.
    3. Order the steps so that the cheapest check comes first.
    
    Give me, in this order:
    A. Numbered steps, in the order I should do them, each one narrowing down where the difference is.
    B. The formula or the script for each step that needs one, and which program it is for.
    C. The assumptions you made about my spreadsheet, as a list, and for each one, what it silently breaks if it is wrong.
    D. What to check after each step, including the row count and the total before and after.
    How to use it
  • Protecting information

    Public material only

    Write a one-page AI note for your colleagues

    15 minutes · Gives you one page · Works on a phone

    Answer in [ANSWER LANGUAGE], even if the material below is in another language.
    
    I direct a civil society organisation. My colleagues have already started using AI chatbots for work, and there is no note telling them what is allowed. Write that note, addressed to them.
    
    What I will tell you, and nothing else about us:
    1. The role people ask when they are unsure: [ROLE, FOR EXAMPLE THE PROGRAMME MANAGER, NEVER A PERSON'S NAME]
    2. Tools we have decided to allow: [LIST THEM, OR WRITE "NONE DECIDED YET"]
    
    Rules:
    1. Do not ask me what material we hold, and do not ask me to describe it. Write the three classes in general terms, give one everyday office example of each, and say in the note that I will replace your examples with our own.
    2. Under 350 words in total.
    3. Words a new volunteer understands. No legal wording and no policy vocabulary.
    4. Every rule must be one a person in a hurry can follow without asking a second question.
    5. Write "AI tool", and name no tool other than the ones I listed above.
    
    Give me, in this order:
    A. The three classes of material and what may be done with each: may go into an allowed tool, may go in only after names and identifying details are removed, never goes into any AI tool. One everyday office example each.
    B. The two things that must never be pasted, each as one short sentence on its own line.
    C. Who to ask when unsure, using the role I gave you, and what to write down every time an AI tool is used on work material, as four short fields.
    D. The sentence a colleague says to a person whose material was involved, in plain words that admit what we do not know.
    
    End with one line: the date I should read this note again with my colleagues.
    How to use it

Recipes

Last checked: 2026-09-01