Participant Materials

Reference cards, demo personas, and workflow templates for the Prompt Engineering Bootcamp

Joey Lopez · Prompt Engineering Bootcamp

Three Approaches Decision Matrix

When to Use ADRs + Config Structured Files Tool-Assisted
Team SizeAny size5–15 peopleCommitted to one tool
Task TypeSimple–MediumComplex, repeatedIDE-integrated work
MaturityProven (Tier 1)Experimental (Tier 3)Varies (Tier 2–3)
MaintenanceLowMediumLow (tool manages)
Examples.github/copilot-instructions.mdPriority Builder (325 lines)Windsurf workflows
Time to Setup15 minutes1–2 hours30 minutes
Best ForMost teamsLearning, complex tasksPlatform-specific teams

Foundational Patterns Reference

PatternTemplateWhen to Use
Persona"You are an expert [role] with [expertise]..."Need specialized knowledge
Few-shot"Example 1: Input → Output"Want consistent format
Template"Respond in this format: [structure]"Need structured output
Chain-of-Thought"Show your reasoning step by step"Complex problem solving

Advanced Patterns Reference

PatternStructureWhen to Use
ReActThink → Act → Observe → Think...Multi-step tasks with validation
Tree of ThoughtsGenerate options → Evaluate → ChooseDecision points with tradeoffs
Spec-Kitknowledge-base → specification → implementationComplex, repeated tasks

Demo Personas for Safe Practice

Use these fictional profiles during exercises to avoid putting real client or personal information into AI tools.

Persona A — Delivery Lead, Financial Services

  • Experience: 8 years, manages 12-person team
  • Current Project: Digital transformation for regional bank ($2.3M, 18 months)
  • Accomplishments: Delivered 3 weeks early, NPS 6.5→8.2, team engagement 4.1/5.0
  • Skills: Agile/Scrum Master, AWS Cloud Practitioner, stakeholder management

Best for: Client Value Creation or Great Place to Work priority exercises

Persona B — Tech Lead, Banking Automation

  • Experience: 5 years, AI/ML specialist
  • Current Project: Banking automation (1,500 datasets processed, 6x speed improvement)
  • Accomplishments: 4 POC demos to Senior Managers, 1 advanced to $800K pitch
  • Skills: Python, AI tools (Copilot, Windsurf), spec-driven development

Best for: AI Enablement or Client Value Creation exercises

Persona C — Associate Manager, Digital Strategy

  • Experience: 6 years, MBA hire, manages 5 people
  • Current Project: Organizational redesign ($12M savings, 85% adoption rate)
  • Accomplishments: Client satisfaction 9.1/10, innovation award, board presentation
  • Skills: Change management, AI workforce planning, thought leadership

Best for: Great Place to Work or Community exercises

Jobs for Interview Prep Exercises

Job A — Senior Manager, AI Strategy

  • Company: Fortune 500 Financial Services
  • Role: Develop enterprise AI strategy and lead client-facing transformations
  • Requirements: 8+ years consulting, 3+ in AI/digital, $2M+ engagement leadership
  • Team: 6 direct reports, 20+ indirect

Job B — Principal Consultant, Banking Technology

  • Company: Big 4 Consulting Firm
  • Role: Lead core banking modernization and cloud-native architecture projects
  • Requirements: 7+ years banking technology, cloud expertise, CTO/CIO relationships
  • Team: Lead 10–15 person engagement teams

Job C — Director, Digital Transformation

  • Company: Fortune 100 Retail Company
  • Role: Internal transformation leader for AI-enabled operations
  • Requirements: 10+ years transformation experience, P&L responsibility, executive presence
  • Team: Multiple cross-functional teams (50+ people)

Spec-Kit Workflow Templates

knowledge-base.md

# Interview Knowledge Base

## STAR Method Framework
- **Situation**: Context and background
- **Task**: What needed to be accomplished
- **Action**: Steps you took (focus on YOUR actions)
- **Result**: Outcome and impact (quantified when possible)

## Common Senior Manager Questions
1. "Tell me about a time you led a complex project"
2. "How do you handle competing stakeholder priorities?"
3. "Describe your approach to building teams"
4. "Give an example of driving strategic change"
5. "What's your experience with digital/AI transformation?"

## Positioning Strategy Options
- **Technical Expert**: Emphasize deep functional skills
- **Strategic Leader**: Focus on business impact and vision
- **Balanced Bridge**: Demonstrate both technical depth and business acumen

specification.md

# Interview Specification

## Target Role Details
- **Position**: [Role title]
- **Company**: [Company name and industry]
- **Key Requirements**: [Must-have qualifications]
- **Team/Scope**: [Management responsibilities]

## Candidate Background
- **Current Role**: [Your position and experience]
- **Key Projects**: [2-3 most relevant projects]
- **Notable Achievements**: [Quantified results]
- **Skills Gap Analysis**: [What you're missing vs what you have]

## Success Criteria
- [What good positioning looks like for this role]
- [Key messages to convey]
- [Questions to ask that show strategic thinking]

implementation-plan.md

# Interview Implementation Plan

## Phase 1: ReAct Analysis
**THINK**: What positioning strategy best fits this role + my background?
**ACT**: Map my experience to role requirements systematically
**OBSERVE**: What gaps/strengths emerge from this analysis?
**THINK**: How can I position gaps as learning opportunities?
**ACT**: Develop core narrative connecting past experience → role requirements

## Phase 2: Tree of Thoughts Strategy
**Option A**: [First positioning approach]
- Pros: [What works well]
- Cons: [Potential weaknesses]
- Risk Level: [High/Medium/Low]

**Option B**: [Second positioning approach]
- Pros: [What works well]
- Cons: [Potential weaknesses]
- Risk Level: [High/Medium/Low]

**Option C**: [Third positioning approach]
- Pros: [What works well]
- Cons: [Potential weaknesses]
- Risk Level: [High/Medium/Low]

**Selected Strategy**: [Chosen approach with rationale]

## Phase 3: Materials Generation
- One-page positioning summary
- 5 prepared STAR examples
- Strategic questions to ask
- Practice plan for delivery

Research References

Workshop Completion Checklist

Session 1 Objectives

Session 2 Objectives

Action Items

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