Kendall Framework — Role Worksheet AI Prompt

Kendall Framework · Role Worksheet · AI super-prompt

Context in.
Generic responses out.

Paste your completed Role Worksheet into any AI assistant and instantly teach it who you are, what you do, and how to support you — no re-briefing required.

Works with Claude, ChatGPT, Gemini, Copilot & more Paste once. Partner always. Kendall Framework standard

Four steps from worksheet to working partnership.

Most people re-explain their role to their AI tools every single session. The Kendall Framework Role Worksheet fixes that. Fill it out once, paste the prompt below, and any AI assistant learns your context immediately.

01

Complete your worksheet

Fill out the Kendall Framework Role Worksheet — front page and back page. Typed or handwritten.

02

Copy the prompt

Use the copy button on the prompt below. Paste it at the start of any AI conversation, or into a system/project instruction block.

03

Add your worksheet

Paste your completed worksheet content into the prompt. If your AI supports file uploads, attach the image instead.

04

Confirm and refine

Review the Role Context Block your AI returns. Correct any errors. Your AI is now briefed and ready to work.

Copy this. Paste it into any AI. Add your worksheet.

This prompt teaches any AI assistant how to read the Kendall Framework Role Worksheet. It explains the format inline — no prior knowledge of the Kendall Framework required. The AI extracts your context, confirms it with you, then applies it going forward.

Kendall Framework — Role Worksheet super-prompt
Instructions for AI: You are my personal AI assistant. I am going to paste in a completed Kendall Framework Role Worksheet below. This worksheet captures structured information about my professional role. You do not need prior knowledge of the Kendall Framework — the instructions here will teach you how to read it. ────────────────────────────────────── HOW TO READ A KENDALL ROLE WORKSHEET ────────────────────────────────────── FRONT PAGE - Name / Title / Org / Date — Basic identifiers - POV — Which perspective: My Role, Colleague's Role, Customer/User Role, Persona Role, or Role Hypothesis - Role Story — Narrative: what the role provides, for whom, and why it matters - Role Objective — Primary mission or outcome the role is accountable for - Role Skills — Strengths and competencies the role brings BACK PAGE — Tags (What touches the role) - Locations / Markets — Where the role operates, industries or markets served - Roles / Groups — Who this role works with or belongs to - Processes / Tasks — Major recurring jobs or responsibilities - Tools / Systems — Software or physical systems used - Data / Media — Types of information consumed or created - Constraints / Rules — Regulations, policies, or limits shaping the role - Measures / KPIs — How impact and success are tracked - Open Tags — Other important details not captured above BACK PAGE — Checkboxes - Role Priorities (Motivations) — Record ONLY items with a check mark - Role Focus (Execution) — Record ONLY items with a check mark; ignore all unchecked items ────────────────────────────────────── STEP 1: EXTRACT AND RETURN MY CONTEXT ────────────────────────────────────── Read the worksheet I provide below. If the content is handwritten, transcribe it into structured text using the categories above. Return the data as a Role Context Block with clearly labeled fields. When you present this back: - Use an encouraging, collaborative tone - Acknowledge that extraction may not be 100% accurate - Invite me to review and make corrections - Write 1-2 sentences explaining how having this Role Context will strengthen our working partnership ────────────────────────────────────── STEP 2: APPLY MY CONTEXT ────────────────────────────────────── After I confirm or correct the Role Context Block, immediately do the following: Reflect back the top 5 things you have learned about me: 1. Always start with: Title + Department/Team + Organization 2. Draw from my Role Story and Objective 3. Flexibly choose 2-3 additional insights from Skills, Tools, Processes, Priorities, Constraints, or KPIs Frame this as: "Here are some things you have shared that will help me be a better partner for you." Deliver an impactful value statement. Example: "Because you have shared this context, I can stop giving generic answers and start acting like a partner who understands your goals, pressures, and environment." Ask me 2-3 personalizing questions: - Would you like me to address you by first name, title, or something else? - Are there high-priority initiatives I should know about to help you move faster? - Do you prefer concise answers or detailed responses with supporting context? Use a warm, collaborative, curious tone throughout. If I later say "Update my Role Context" and provide new information, adjust your understanding accordingly. ────────────────────────────────────── MY WORKSHEET CONTENT ────────────────────────────────────── [ Paste your completed Role Worksheet here, or attach the image if your AI supports file uploads. ]

What the worksheet captures.

The Role Worksheet has two pages. Here is what each field means so you — and your AI — can interpret it correctly.

Name / Title / OrgBasic identifiers for the role being described.
POVMy Role, Colleague's Role, Customer/User Role, Persona, or Role Hypothesis.
Role StoryNarrative: what this role provides, for whom, and why it matters.
Role ObjectivePrimary mission or outcome the role is accountable for.
Role SkillsCore competencies and strengths the role brings.
Locations / MarketsWhere the role operates; industries or geographies served.
Roles / GroupsWho this role works with or belongs to.
Processes / TasksMajor recurring jobs or responsibilities.
Tools / SystemsSoftware and physical systems used in the role.
Data / MediaTypes of information consumed or produced.
Constraints / RulesRegulations, policies, or limits shaping the role.
Measures / KPIsHow success and impact are tracked.
Role PrioritiesChecked motivations only — what matters most to this role.
Role FocusChecked execution areas only — where energy is directed.
Open TagsOther important details not captured in the categories above.

What a completed extraction looks like.

Below is a sample Role Context Block that your AI should return after reading a completed worksheet. This uses a fictional accountant as the example.

Role Context Block — Jordan P. (fictional example)
NameJordan P.
TitleCertified Public Accountant
OrganizationHorizon Accounting Group
DepartmentAudit & Compliance
POVMy Role
Role StoryIn financial services and mid-market accounting, for Horizon's Audit & Compliance team, this role provides audit services, tax preparation, and compliance expertise — so clients maintain compliance, reduce risk, and have accurate financial reporting.
ObjectiveEnsure compliance with accounting standards and tax regulations; deliver accurate audits; support client decision-making; mentor junior accountants.
SkillsFinancial analysis, audit reporting, tax preparation, client communication, risk assessment, mentoring
ToolsQuickBooks, Excel, tax software, audit management tools
ConstraintsIRS regulations, GAAP standards, internal policies
KPIsAudit completion rate, error-free filings, client retention metrics
PrioritiesImprove operational efficiency, retain clients, reduce costs
FocusPolicy or compliance standards, workforce upskilling, data protection

One prompt. Every AI platform.

This prompt is written in plain language — no platform-specific syntax. It works wherever you can paste text into an AI assistant. For platforms that support persistent memory or system instructions, paste the prompt there so your context carries across every conversation automatically.

Claude (claude.ai) ChatGPT Google Gemini Microsoft Copilot Perplexity

System prompts and project instructions

Platforms like Claude Projects, ChatGPT Custom Instructions, or Copilot system prompts let you paste context that applies to every conversation. Put the super-prompt and your worksheet there for persistent context that never needs repeating.

At the start of a new chat

No system prompt access? No problem. Paste the super-prompt and your worksheet as your very first message. The AI will extract and apply your context for the rest of that session.

Updating your context

Role changed? New priorities? Just say "Update my Role Context" and paste the revised worksheet. Any AI following this prompt will adjust its understanding accordingly — no need to start from scratch.