Tech Assessment
Generate progress reports from mentor-mentee meetings for technical assessment and continuous improvement.
Step 1: Locate Tech Assessments Directory
Find the directory where tech assessment files are stored. This is typically a nested subfolder within the current working directory.
Search strategy:
- Use to search for files containing "Tech Assessment Overview" in their content
- If multiple candidates exist, ask the mentor to confirm which directory to use
- If no candidates exist, ask the mentor for the assessments directory path
Confirmation prompt:
"Found tech assessments at
. Is this correct, or provide the correct path."
Once located, store this path as the base for all assessment files.
Step 2: Identify Mentee
Determine the mentee's name from context or the directory structure found in Step 1.
If unclear, ask explicitly:
"Who is this tech assessment for?"
The mentee name determines the subfolder structure within the assessments directory.
Step 3: Load Previous Context
Before processing new input, check for existing files:
- Look for
<mentee-name>/overview.md
- Find the most recent file
- Load both to understand:
- Active goals and their deadlines
- Outstanding action items
- Previous learnings and focus areas
If no previous context exists, note this as the first assessment.
Step 4: Parse Input
Analyze the provided notes/transcript/summary and extract:
Current Focus
- Projects the mentee is actively working on
- Responsibilities they're handling
- Areas of concentration
New Learnings
- Techniques: New development approaches, patterns, methodologies
- Tools: New frameworks, libraries, software, platforms
- Note: Learnings can come from either mentor or mentee
Goals Progress
- Goal description
- Deadline
- Current status (On Track / At Risk / Behind)
- Progress notes or blockers
Action Items
- Task description
- Due date
- Owner (mentee/mentor/both)
- Status (New / Carried Over / Completed / Overdue)
Overdue Items
Compare all goals and action items from previous context against today's date. Identify any that are overdue and flag them for follow-up with the mentor.
Step 5: Identify Missing Information
After parsing, check what's missing. If any of these cannot be inferred, prompt the mentor:
| Element | Prompt if Missing |
|---|
| Current focus | "What projects is {{mentee}} currently working on?" |
| New learnings | "Any new techniques or tools discussed?" |
| Goals | "What goals should we track?" |
| Goal deadlines | "What is the deadline for {{goal}}?" |
| Action items | "What action items were identified?" |
| Action item deadlines | "What is the due date for {{action item}}?" |
| Goal status | "How is {{mentee}} progressing toward each goal?" |
| Overdue items | "The following items are overdue: {{list}}. What's the status? Should deadlines be adjusted?" |
Deadline requirement: Every goal and action item must have a deadline. Always ask for deadlines if not provided.
Be specific in prompts - reference the input provided to show what was found and what's missing.
Step 6: Generate Outputs
Output 1: Update
Update the living document using the template at assets/overview.md.
Output 2: Create
Create a dated archival file using the template at assets/assessment.md.
Key elements:
- Link to previous assessment
- Discussion summary
- Current focus (snapshot)
- New learnings (snapshot)
- Goals progress table showing previous vs current status
- Action items (carried over + new)
- Notes for next assessment
Output 3: Microsoft Teams Message
Generate a concise, friendly message for the mentee using the template at assets/teams-message.md.
Format: Markdown suitable for copying into Microsoft Teams
Include:
- Greeting
- Current focus (1-2 bullets)
- New learnings (what was discussed)
- Goals progress (status check)
- Action items assigned to them with due dates
Tone: Encouraging, clear, actionable
File Structure
When creating new assessment files, organize within the assessments directory identified in Step 1:
<assessments-directory>/
└── <mentee-name>/
├── overview.md # Living document, update after each assessment
├── 2025-02-05-assessment.md # Archived assessments
├── 2025-02-12-assessment.md
└── ...
Always use lowercase mentee-name with hyphens for spaces (e.g.,
).