AI Stellar Reports & Documents

Before a paragraph exists, decide who reads, what they must decide, which document type and standard apply, and the one sentence the document argues. Then build the pyramid, the opening and the headings.

1. Module 1 pretest: Audience, claim and structure Diagnostic pretest · 5 min
2. The load-bearing claim — what your document is actually arguing Reading · 12 min
3. Audience analysis — who decides, who influences, who can veto Reading · 15 min
4. Choosing the document type — and the standard that governs it Reading · 15 min
5. The pyramid: governing thought first, then support Reading · 15 min
6. SCQA — opening that earns the reader's attention Worked example · 12 min
7. Headings that assert and signposts that carry the argument Worked example · 12 min
8. Three structural failures and how to repair them Worked example · 15 min
9. Outline-first authoring with an AI partner Reading · 12 min
10. Lab 1: Restructure a bottom-up update for an executive sponsor AI role-play lab · 45 min
11. Module 1 retrieval check Retrieval check · 10 min

Brief the model as a contract, choose the model and scope safely, assemble drafts in Nexus Documents from standards, templates, briefs and design systems, write instruction specs, and critique with named rules and change lists.

1. Module 2 pretest: Directing the AI drafter Diagnostic pretest · 5 min
2. The 5-part drafting brief — audience, decision, evidence, voice, forbidden moves Reading · 12 min
3. Choosing the model and grounding the draft Reading · 15 min
4. Nexus Documents — standards, templates, briefs and design systems Reading · 15 min
5. Writing an instruction spec the model can follow Worked example · 15 min
6. The critique loop — hedging, padding and unsupported claims Reading · 15 min
7. Walkthrough: from brief to first draft in Nexus Worked example · 15 min
8. Scenarios: slop, sycophancy and scope creep Scenario · 12 min
9. Lab 2: Brief and critique an over-eager AI drafter AI role-play lab · 45 min
10. Module 2 retrieval check Retrieval check · 10 min

Recognize the four shapes of fabrication, judge source quality and claim strength, find and verify evidence with Nexus Search, Ask, Research and Mega Parser, write briefs to the Research Brief standard, and run the pre-release fact-check.

1. Module 3 pretest: Evidence and factual integrity Diagnostic pretest · 5 min
2. The hallucination taxonomy — fact, citation, statistic, attribution Reading · 12 min
3. Evidence, source quality and claim strength Reading · 15 min
4. Finding evidence in your vault: Search, Ask and Files Reading · 15 min
5. Source documents with Mega Parser Reading · 12 min
6. Running grounded research in Nexus Research Reading · 15 min
7. Worked example: a brief that meets the Research Brief standard Worked example · 15 min
8. The citation trail and the pre-release fact-check pass Reading · 15 min
9. Lab 3: Fact-check an AI-drafted briefing against its sources AI role-play lab · 45 min
10. Module 3 retrieval check Retrieval check · 10 min

Tables and charts do not argue; people do. Choose the insight that serves the decision, chart it honestly, write numbers precisely, put the decision in an executive summary that stands alone, and structure recurring reports around what changed.

1. Module 4 pretest: Data narratives and executive summaries Diagnostic pretest · 5 min
2. Tables and charts do not argue — people argue Reading · 12 min
3. The insight-evidence-action triple, worked Worked example · 12 min
4. Honest charts and tables Reading · 15 min
5. Numbers in prose: precision, comparison and causation Reading · 15 min
6. The executive summary that stands alone Worked example · 15 min
7. Recurring reports: the what-changed frame and Nexus Reports Reading · 15 min
8. Lab 4: Turn a data extract into a one-page narrative for a CFO AI role-play lab · 45 min
9. Module 4 retrieval check Retrieval check · 10 min

One argument, many shapes: report, deck, board memo, update, strategy document, proposal. Then the finishing craft: plain language that keeps every obligation, a consistent voice without AI tells, ordered editing passes and documents everyone can read.

1. Module 5 pretest: Formats, style, plain language and accessibility Diagnostic pretest · 5 min
2. The four channels — report PDF, exec deck, board memo, investor email Reading · 12 min
3. Strategy documents under the Strategy Document Standard Reading · 15 min
4. Board papers, proposals and RFP responses Reading · 15 min
5. Plain language without losing precision Worked example · 15 min
6. Voice consistency and the AI's tells Reading · 12 min
7. Four editing passes: structural, line, copy and proof Reading · 12 min
8. Accessible documents Reading · 15 min
9. Lab 5: Plain-language and accessibility rewrite AI role-play lab · 45 min
10. Module 5 retrieval check Retrieval check · 10 min

Plan who reviews what and in what order, attack the recommendation before the decision, write for the legal and compliance reader, resolve conflicting feedback by evidence and decision rights, and defend the document under questioning.

1. Module 6 pretest: Review, red-team and defense Diagnostic pretest · 5 min
2. The review ladder: who checks what, in what order Reading · 15 min
3. Red-teaming and the pre-mortem Reading · 15 min
4. Writing for the legal and compliance reader Reading · 15 min
5. Scenario: conflicting reviewer feedback Scenario · 12 min
6. Defending the document under questioning Worked example · 12 min
7. Lab 6: Face a skeptical red-team reviewer AI role-play lab · 45 min
8. Lab 7: Revise a proposal for the legal and compliance reader AI role-play lab · 45 min
9. Module 6 retrieval check Retrieval check · 10 min

Classify before drafting, decide what each model may see, draft where access matches the audience, version and supersede without destroying history, release with a checklist, capture lessons into shared specs, and make sound release-day calls. Ends with the capstone.

1. Module 7 pretest: Confidentiality, version control and release Diagnostic pretest · 5 min
2. Confidentiality: classification, models and permissions Reading · 15 min
3. Version control and supersession Reading · 15 min
4. Finishing and release Reading · 15 min
5. Closing the loop: capturing what you learned Reading · 12 min
6. Scenarios: release-day decisions Scenario · 12 min
7. Module 7 retrieval check Retrieval check · 10 min
8. Capstone: Produce and defend a decision memo from a source dossier AI role-play lab · 45 min