Make AI Work for You

Module 3

Write your plan

Let the AI interview you and write a plan before anything is built.

What this module is aboutWhy a plan helpsWhat goes in itText to copyYour stepsCommon problems

01What this module is about

Before anything gets built, write down what you want. A short plan stops you and the AI from heading off in different directions.

This plan is your project plan. AI tools call it a PRD, and so does this course. It stands for "product requirements document". Don't let the name put you off. It's a plain description of what you want built, on one or two pages.

You don't write it alone. The AI interviews you, one question at a time, and then writes it for you. Your job is to answer honestly and then check what it wrote.

By the end of this module, your project will have a plan that every chat can read.

02Why a plan helps

  • The AI stops guessing the big things. Your project files say who you are and what you're working on. The plan says where you're going and when you'll stop.
  • You find the gaps early. The interview asks questions you hadn't thought about. It's far cheaper to answer them now than halfway through.
  • "Finished" means something. Without a plan, projects drift and never end. With one, you can point at a list and say "done".

Write a plan for anything that will take more than one sitting. Skip it for a quick task, like a single email.

03What goes in it

A plan has six short parts.

  1. Purpose. What you're making and why.
  2. Who it is for. The people who'll use or read it.
  3. Must do. The things it has to do or include.
  4. Must not do. The things it must avoid. This part is often the most useful.
  5. Finished when. How you'll know it's done.
  6. Open questions. What isn't decided yet. It's fine for this list to be long at the start.

04Text to copy

This is the prompt the setup tool gives you. It's the same one used to plan this course.

Copy this
Help me write a short PRD for this project. A PRD is a plain description of what I want built.
Interview me first. Ask one question at a time and wait for my answer. About eight questions in all.
Cover: what I am building and why, who will use it, what it must do, what it must not do, how I will know it is finished, and anything already decided.
Then write the PRD in plain English, on one or two pages, under these headings: Purpose. Who it is for. Must do. Must not do. Finished when. Open questions.
If you can save files, save it as PRD.md in this project's folder. If not, give it to me as text I can save as PRD.md.
Do not plan or build anything yet.

Here is part of a finished plan for the walking club newsletter:

Copy this
Purpose
A monthly newsletter for Hillside Walkers, so members know the walks and club news.

Must not do
Make up dates, routes or meeting points.
Go over 300 words.
Use jargon or hype.

Finished when
Three issues are written and sent: March, April and May.
Each one has been checked against the walks calendar.

05Your steps

Already used the setup tool's third step? The setup tool doesn't write your plan for you. Its Write the PRD step gives you the prompt above, and you run the interview with the AI. If you've already done that, and PRD.md is saved in your project, skip to Step 4 and check it.

Step 1: Start a new chat inside your project

Open your project from Module 1 and start a fresh chat. In Claude Code, start a new session in your project folder.

A fresh chat matters. The AI should only have your project files to go on, not an old conversation.

Step 2: Paste the prompt and answer the questions

Copy the prompt from "Text to copy", paste it in and send it. The AI will ask you about eight questions, one at a time.

Answer in your own words. Short answers are fine. If you don't know something, say "not decided yet". It will go under Open questions.

Step 3: Save it as PRD.md and add it to your project

  • In Claude Code, the AI saves PRD.md in your project folder for you.
  • In Claude, ChatGPT or Grok, copy its answer into Notepad or TextEdit. Save it as PRD.md in your project folder. Save it as plain text, or it won't upload properly. If you're not sure how, see Making the files by hand at the back. Then add it to your project's files, next to CONTEXT.md and REFERENCE.md.
  • In Gemini, add it to your skill. Click Customize, then Skills. Click the three dots next to your skill, then Edit manually. Click Add files, choose PRD.md and click Upload. Then click Save at the top.

Your CONTEXT.md already tells the AI to read PRD.md before it plans or builds anything. The setup tool added that line for you. If you wrote your files by hand, add this line to the end of CONTEXT.md, and upload it again:

Copy this
If this project has a file called PRD.md, read it before you plan or build anything.

Which files go into your project? Three: CONTEXT.md, REFERENCE.md and PRD.md. Your Instructions go in the Instructions box. You'll make a few more files later in the course, like a handover note and a checklist. Keep those in your project folder, and paste one in when a prompt needs it. That keeps you inside the free plans' file limits.

Step 4: Read it, fix it, then ask for a plan

Read the PRD yourself. Fix anything wrong, then save and upload it again.

When you're happy, start a new chat and ask:

Copy this
Read PRD.md and give me a step-by-step plan. Build nothing yet.

Save its answer as PLAN.md in your project folder. You'll use it in Module 6, when you start building.

06Common problems

  • The AI writes the PRD straight away, without asking questions. Reply: "Stop. Interview me first, one question at a time."
  • It asks too many questions. Say: "Ask the three that matter most, then write it."
  • The PRD is long and vague. Ask: "Cut this to one page. Make every line in Must do and Finished when something I can check."
  • The AI ignores the PRD in later chats. Check that PRD.md is in your project's files, and that CONTEXT.md has the line from Step 3. Then start a new chat.

07Keeping it current

  • When you make a decision, update the PRD. Move it out of Open questions and into the right part.
  • When the plan changes, change the file first. Then upload it again and start a new chat.
  • Watch the Open questions list. It should get shorter as the project goes on.

08Test

Start a new chat inside your project and ask these three questions, one at a time:

Copy this
What must this project not do?
Copy this
How will we know it's finished?
Copy this
What is still undecided?

To pass, each answer must match your PRD, without you pasting anything. If an answer is wrong or made up, the AI can't see your PRD. Go back to Step 3.

All three right: you pass. Move on to Module 4: What the AI knows and forgets.

09Sources

Checked on 11 November 2026.

  • The prompt and the four steps: the Project Setup app's "Write the PRD" step, so the course and the app say the same thing.
  • Asking the AI to interview you: Anthropic, "Best practices for Claude Code" (code.claude.com), which advises asking Claude to interview you.
  • Adding a file to a Gemini skill: Gemini Help, "Create & manage skills for Gemini Apps" (support.google.com/gemini).
  • Grok reading PRD.md with the setup tool's usual line: tested by hand on grok.com on 11 November 2026. In two fresh chats, Grok read the two files the line names, then found and read PRD.md too, and answered from it correctly both times.
  • Write a plan for anything that takes more than one sitting, and skip it for a quick task: the Project Setup app.
  • Why a plan helps: our own advice.