Study guides / CCAO-F

Quick reference

One condensed cheat-sheet per domain - the tables and rules worth re-reading right before the exam.

Diagnosing an Underperforming Prompt

"The output isn't very good" is a symptom, not a diagnosis. Name exactly what's wrong before touching the prompt: wrong tone, missed a requirement, invented a fact, inconsistent structure between runs.

Asking Claude to diagnose itself: paste the underperforming prompt *plus* one or two concrete bad outputs, and ask Claude to explain the likely cause and suggest a targeted fix. Without a real failing example attached, a generic "make this better" gives Claude nothing to diagnose against — it guesses the same way you were.

Same pattern for non-writing tasks: a schema, workflow, or form only improves against real constraints (what entities exist, what relates to what, what must never be null or duplicated) — not a generic "make it more professional" ask.

Adjusting Based on Feedback — Do's and Don'ts

DoDon't
Fix a small set of test cases (3–5) and a consistent success rule before adjusting anythingVary the test inputs between the old and new version "to keep things realistic"
Run old and new versions against the exact same inputs and ruleDeclare victory after one anecdotally better-looking output
Note a borderline case, then apply the same standard to both versions anywayLoosen or tighten the success criteria mid-comparison
Change the test set deliberately, between full evaluation cyclesChange what's being tested casually, mid-comparison

Why it matters: if the test cases or grading standard shift between versions, a measured difference could reflect the change in testing rather than the actual prompt change. A single good run only shows the change *can* help — not that it *reliably* helps across the inputs the workflow actually needs to handle.

The Troubleshooting Decision Checklist

Work through in order — earlier items are cheaper to rule out than later ones.

SymptomLikely CauseFix
Generically toneless, inconsistent, guessing at an unstated standardVague instruction, missing role/explicit criteriaAdd a concrete role and explicit rules — not more prose describing desired quality in the abstract
Format or structure inconsistent across runs despite detailed instructionsMissing worked examplesAdd worked examples — showing the exact pattern beats describing it
A specific claim, figure, or citation turns out to be wrongUnverified factCheck against a source, or have Claude show its calculation / cite the source line and flag uncertainty
Output under-delivers on a genuinely complex or high-stakes task (or overkill on a simple one)Wrong model or effort level for task demandsMatch model/effort to task complexity and stakes
None of the above fit, and the thread has run a long timeConversation has drifted or lost track of earlier instructionsStart fresh with a clean, well-structured prompt

Worked example: a weekly sales summary is well-organized and consistently formatted, but states a wrong growth percentage. Rules out vague-instruction and missing-examples (structure and format are fine) — lands on unverified fact. Fix: verify the number or have Claude show its calculation. Not a role rewrite, not a model swap, not a fresh conversation.

Exam trap: a scenario naming one specific, checkable failure often pairs with a distractor answer proposing an unrelated, plausible-sounding fix borrowed from a different checklist category (switching models, adding examples, rewriting the role, starting over).

Workflow Efficiency Levers

Getting a workflow right once is different from making it cheap and low-friction to run every week. Four levers, once the workflow already works:

LeverWhat It Removes
Reusable ProjectRe-explaining role, rules, and reference material (style guide, policy, schema) in a fresh conversation every run — set it once in Project instructions and knowledge base files
Prompt templateRe-deciding how to phrase a recurring request each time — save the message shape with placeholders for what varies
Right-sized model choicePaying top-tier cost on every run — use a faster/lighter model for routine, human-reviewed, low-stakes runs; reserve the most capable model for high-stakes runs (client-facing, legal, financial)
Front-loaded instructionsA correction sent by hand after every run — fold anything you find yourself repeating ("include the date," "shorter," "don't forget the disclaimer") into the Project instructions or template itself

Exam traps: using the most capable model for every run of a routine, reviewed workflow "to be safe" ignores real stakes and pays a recurring cost. Re-writing the same context from scratch each run "to keep things fresh" is exactly the repeated effort a Project eliminates. A correction repeated more than once signals it belongs in the standing instructions, not in a one-off follow-up message.