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Assessment
Building Blocks Mastery: Create a Proposal for the CFO using AI
45 minutes
Intermediate
Available in
+4
Skills you'll verify
Prompt Engineering
Business Communication
Your mission in this simulation
Your Role
Project Coordinator
Your Goal
You propose Asana to solve workflow challenges at GlobalCorp. Simulation Details: GlobalCorp is a mid-sized company dedicated to helping technology and consulting firms improve their project management and operational efficiency. The Operations team, now 15 members strong, has outgrown its old system of shared Excel workbooks, which has led to frequent version conflicts, duplicate entries, and costly delays. These inefficiencies have resulted in significant productivity losses and even put major client accounts at risk. Recognizing the need for change, GlobalCorp’s leadership is now focused on adopting a modern, cloud-based work-management platform. After evaluating several options, Asana stands out for its seamless integration with existing tools, user-friendly design, and cost-effectiveness. As the Project Coordinator, your mission is to work closely with Alex Rivera, the Operations Director, in a focused, real-time chat. Together, you’ll explore the team’s workflow challenges, clarify the financial and operational impacts, and discuss the evaluation of project management tools. Your goal is to design a clear, structured AI prompt that will generate a compelling proposal for the CFO, recommending Asana as the solution. Throughout the conversation, you’ll capture key insights, refine your approach based on Alex’s feedback, and demonstrate how your prompt addresses the CFO’s priorities. You’ll also review the AI-generated proposal content with Alex, explaining how each part of your prompt meets executive standards and aligns with the company’s goals. To complete the simulation, you need to engage in a detailed conversation with Alex Rivera, actively listen and ask targeted questions to gather all relevant information. You’ll use your skills in prompt engineering and business communication to synthesize these insights into a structured AI prompt, review the generated proposal content with Alex, and clearly explain your reasoning and approach. Success is measured by your ability to capture the right details, align your work with executive expectations, and demonstrate how structured prompting can deliver high-quality, business-ready outputs.
Helpful for
Project Coordinator, Business Analyst, Operations Manager
How it worksNot sure how it works? Watch the video below.