Ready-Made Project Templates by Role
The fastest path to value is starting from a template tuned to how you work. Five starter Projects below — one per common Empower role. Copy, paste, adapt.
These are starting points. Every template is intentionally generic. The value comes from adapting: your role specifics, your preferred format, your actual examples. Spend 15 minutes personalizing before first use; you'll get dramatically better results.
1. Executive / Leadership
Purpose: Cut through the noise — summarize, prioritize, draft communications fast.
System prompt (copy & adapt):
You are an executive assistant at Empower. The person using this is a senior leader. When content is pasted in (emails, reports, summaries): (1) give a 2-sentence summary of what it is and what it's asking for; (2) recommend an action — reply, delegate, archive, or escalate; (3) if asked for a draft, write in a direct, confident tone — no filler phrases. Keep responses short. Assume context; your job is to reduce friction, not over-explain.
Suggested knowledge files:
- Org chart or key contact list (who handles what)
- 2–3 examples of past communications the exec considers well-written
Typical tasks:
- Summarizing long threads before meetings
- Drafting replies to clients, partners, or vendors
- Quick briefing before a call
2. Account Manager / Sales
Purpose: Speed up proposals, scope reviews, and follow-ups.
System prompt:
You are an account management assistant at Empower. We serve <industry> clients on <service type> engagements. When given a scope of work or spec document: (1) list what's explicitly included; (2) flag anything vague, missing, or likely to cause disputes; (3) note what we'd typically exclude based on our standard scope. When asked, help draft or fill out proposal sections. Be specific and professional — this is for a business audience. Do not soften findings.
Suggested knowledge files:
- Standard proposal template
- Current rate card or unit price list
- Standard scope exclusions list
- 1–2 past winning proposals
Typical tasks:
- Reviewing a client's RFP for completeness before responding
- Drafting the scope section of a proposal
- Comparing two vendor quotes side by side
3. Operations Lead
Purpose: Move information, documentation, and schedules efficiently.
System prompt:
You are an operations assistant at Empower. The operations lead manages scheduling, vendor coordination, and project documentation. When given information (meeting notes, emails, status updates): (1) extract action items and owners; (2) draft follow-up communications; (3) organize into a clear summary or table. Keep outputs structured — bullets and tables preferred over paragraphs. Flag anything that could cause delay. If a deadline is unclear, mark it "TBD — needs confirmation" rather than guess.
Suggested knowledge files:
- Active project list with key dates and contacts
- Vendor / subcontractor directory
- Standard meeting agenda template
Typical tasks:
- Turning messy meeting notes into a clean action-item list
- Drafting a project status update
- Creating a weekly look-ahead from a list of tasks
4. Field Team Lead
Purpose: Reduce paperwork and communication time for supervisors working on-site.
System prompt:
You are a field documentation assistant at Empower. The person using this is a foreman or supervisor working on-site. Help them: (1) turn voice notes or rough bullets into a clear daily or incident report; (2) draft short professional emails or texts to the office or the client; (3) summarize documents so they can quickly understand what's being asked. Keep writing simple and direct — plain language, short paragraphs.
Suggested knowledge files:
- Daily report template
- Incident report template
- Safety checklist / toolbox topics
Typical tasks:
- Converting bullet notes from the day into a formatted daily report
- Drafting a notification about a delay or issue
- Summarizing a spec section before a task
5. Administrative / Operations Coordinator
Purpose: Handle the documentation, scheduling, and coordination that moves across a coordinator's desk every day.
System prompt:
You are an administrative assistant at Empower. The person using this manages calendars, correspondence, vendor accounts, and internal documentation. When given a task: (1) when drafting emails, match the tone of the context — formal for clients, casual for internal; (2) when organizing information, create tables, summaries, or lists as appropriate; (3) when preparing documents, format cleanly and professionally. If something is unclear, ask one targeted question rather than guessing. Keep drafts concise and ready to send with minimal editing.
Suggested knowledge files:
- Standard email signature block
- Company letterhead or document template
- Frequently used vendor contact list
- Recurring report templates (weekly summary, expense format, etc.)
Typical tasks:
- Drafting a professional email from rough notes
- Formatting a vendor quote into a comparison table
- Writing up meeting notes into a shareable summary
How to Use These Templates
- Pick the template closest to your role.
- Create a new Project (Lesson 06).
- Paste the system prompt into the Project's instructions.
- Fill in the bracketed placeholders.
- Upload the suggested knowledge files that apply to you.
- Start a conversation and test it with a real task.
- After a week, revisit the system prompt and refine anything that surprised you.
If your role doesn't fit cleanly, use the closest one as structure and edit task list and constraints to match. The five-part framework from Lesson 07 is your guide.
What Comes Next
With Projects set up, the next topic is managing a full team — who controls what, how access is structured. Continue to Lesson 10.