Business Operations AI Kit

Welcome to the Business Operations AI Kit! This framework is designed to help non-technical users in business operations define and execute their annual Objectives and Key Results (OKRs) and other initiatives. It uses an AI agent powered by GitHub Copilot to guide you through a structured process, from clarifying context to implementing tasks.

Prerequisites

To use this kit, you will need the following:

1. Visual Studio Code: This is the editor where you will interact with the AI agent. You can download it from here.
2. GitHub Copilot Extension: This VS Code extension provides the AI capabilities. You can install it from the VS Code Marketplace.
3. GitHub Copilot Subscription or Valid API key to LLM: You need an active subscription to get access to major LLMs.
4. Copy of this repository: Create a new repository using this template. This can be used to store company wide organizational context or departmental consitution files.

How It Works

This kit is a collection of prompts and templates that guide the AI agent. You interact with the agent in the VS Code chat, and it will help you create a series of documents that build upon each other, leading to a well-defined and executable plan.

The core philosophy is defined in the constitution.prompt.md, which sets the rules for how the AI agent should behave.

The Workflow

The process is broken down into a sequence of steps. You should follow them in order to get the best results. Each step corresponds to a prompt that you will use to instruct the AI agent.

Step 1: Define Your Organizational Context

• Prompt: /organization <name of the organization and need to know context>
• Goal: To create a foundational document with key information about your organization.
• Action: The agent will ask you questions, do some research, and create a file named 01_organization.md. You should review this file for accuracy.
• Example: /organization My company is called Canonical, publisher of Ubuntu OS

Step 2: Set the Constitution

• Prompt: /constitution <department and its context>
• Goal: To establish the rules and principles for the AI agent's behavior for a specific department.
• Action: The agent will use a template to create a 02_constitution.md file with the core principles for a specific department.
• Example: /constitution for the HR department

Step 3: Specify Your Objective

• Prompt: /objective <your objective>
• Goal: To clearly define a new initiative or OKR.
• Action: The agent will guide you in creating a detailed objective document.
• Example: /objective I want to create an OKR to improve our customer onboarding process.

Step 4 (optional): Clarify and Refine

• Prompt: /clarify
• Goal: To have the agent review a document and ask you clarifying questions to help improve it.
• Action: The agent will analyze a specification or plan and identify areas that need more detail or clarity.
• Example: /clarify Can you review the objective for the new onboarding process and ask me some questions to make it better?

Step 5: Create a Plan

• Prompt: /plan
• Goal: To develop a high-level plan for executing the initiative.
• Action: The agent will generate a plan based on the specification.
• Example: /plan

Step 6: Break Down into Tasks

• Prompt: /tasks <task to break>
• Goal: To break the high-level plan into smaller, actionable tasks.
• Action: The agent will create a detailed task list.
• Example: /tasks Break down the onboarding plan solution.