AI prompts for Operations Managers

For operations managers. Find the problems in last week's numbers, compare vendor quotes, find what keeps going wrong, write each job down once and plan the week.

7 tested prompts and 5 guides. Free. Copy them into Claude.

7 tested prompts for Operations Managers

1 of 7

Find the problems in last week's numbers

Owners and operations managers, on Monday after last week's numbers come in.

Claude

What to paste in

  • Last week's numbers next to your goals and the week before, with no customer names.
PromptPaste into Claude
I run operations at [type of business]. Here are last week's numbers next to our goals: [paste measures such as sales, orders, jobs done, labor hours, overtime, costs, errors or returns, with the goal for each]. Here is the week before: [numbers, or write "none"].

1. Make a table: measure, goal, actual, gap. Show how far off each one is.
2. Work out simple rates where you can, like sales per labor hour or a cost as a percent of sales. Show the math.
3. Name the top 3 problems, worst first, in plain words.
4. For each problem, give 2 likely causes to check. Mark them as guesses.
5. For each problem, give one fix to try this week and the number to watch to know if it worked.
6. Write a 4 line summary I can send to my boss or partner.

Use only my numbers. Do not name or blame people.

Built on this O*NET task for General and Operations Managers: “Review financial statements, sales or activity reports, or other performance data to measure productivity or goal achievement or to identify areas needing cost reduction or program improvement.” O*NET, U.S. Department of Labor, CC BY 4.0.

See a real example

What went in

Made-up business: Wrenchwhistle Auto Repair. Last week, with goals: Cars serviced 84 (goal 90). Sales $38,640 (goal $40,500). Tech hours paid 320 (goal 300). Tech hours billed 250 (goal 270). Parts cost $14,300 (goal 35% of sales). Comebacks, meaning cars back for the same fix, 6 (goal 2 or fewer). Week before: cars 88, sales $39,600, hours paid 305, hours billed 266, parts $13,500, comebacks 2.

What Claude wrote

Measure | Goal | Actual | Gap ---|---|---|--- Cars | 90 | 84 | −6 (6.7%) Sales | $40,500 | $38,640 | −$1,860 (4.6%) Hours billed | 270 | 250 | −20 Hours paid | 300 | 320 | +20 Parts | 35% of sales | 37.0% | +$776 Comebacks | 2 or fewer | 6 | +4 Rates: Billed per paid hour 250 / 320 = 78.1% (goal 90%). Sales per car $38,640 / 84 = $460 (goal $450). Parts $14,300 / $38,640 = 37.0%. Top problems: 1. Techs were paid for 70 hours they did not bill (320 − 250). Guesses: comeback work, waiting on parts. Fix: log why each hour went unbilled. Watch: billed per paid hour. 2. Comebacks rose from 2 to 6. Guesses: one type of job, a bad batch of parts. Fix: road test every car before pickup. Watch: comebacks. (Rest trimmed.)

Tested on Claude Opus 5.5, October 2026

Check before you use it

  • Make sure all the numbers cover the same dates, and redo one line of math by hand before you act.

2 of 7

Split the week's work across your team

Owners and team leads, on Monday when they set the week.

Claude

What to paste in

  • This week's jobs with hours, skills and due dates, and each person's open hours.
PromptPaste into Claude
I run [type of business]. Here are this week's jobs, with the hours each one needs, the skill it needs and the due date: [paste list].
Here is my team, with each person's skills and open hours this week: [first names only].
Week: [work days, like Mon to Fri].

Build a simple plan:
1. A table with each person, the jobs they own in the order to do them, hours per day and due dates.
2. Do the earliest due dates first.
3. Only give a job to someone with the skill.
4. Do not book anyone past their open hours.
5. Flag any job that will not be done on time, and say why.
6. For each problem, give two ways to fix it, like moving a date or getting help.

Show your math for the hours. Say who has time left. Do not make up people, hours or jobs.

Built on this O*NET task for General and Operations Managers: “Prepare staff work schedules and assign specific duties.” O*NET, U.S. Department of Labor, CC BY 4.0.

See a real example

What went in

Made-up business and staff: Owlbloom Tutoring. Week: Mon to Fri. Jobs: Write 3 math practice tests, 6 hours, math, due Wed. Grade 40 essays, 8 hours, English, due Thu. Update the class schedule on our website, 2 hours, website, due Tue. Plan a reading workshop, 6 hours, English, due Fri. Team: Ana, math, 10 open hours. Ben, English, 10 open hours. Cy, English and website, 5 open hours.

What Claude wrote

Person | Jobs, in order | Hours per day | Due ---|---|---|--- Cy | 1. Class schedule (2 h) 2. Workshop plan (3 h) | Mon 2, Tue 3 | Tue, Fri Ana | Math tests (6 h) | Mon to Wed, 2 a day | Wed Ben | 1. Grade essays (8 h) 2. Workshop plan (2 h) | Mon to Fri, 2 a day | Thu, Fri Math: English work is 8 + 6 = 14 hours. Ben has 10. Cy has 5 − 2 = 3 after the website job. 10 + 3 = 13. Problem: The workshop plan is 1 hour short for Friday. Ben and Cy are the only English staff, and both are full. Fixes: 1. Move the workshop due date to next Monday. 2. Ask Ben or Cy for 1 more hour. Time left: Ana has 4 hours, but no English skill.

Tested on Claude Opus 5.5, October 2026

Check before you use it

  • Confirm open hours and time off with each person before you send the plan.

3 of 7

Turn a messy process into clear steps

Owners and managers, when writing down or fixing how a task gets done.

Claude

What to paste in

  • Your rough notes on how the task gets done today, with customer details removed.
PromptPaste into Claude
I run [type of business]. Here are my rough notes on how we [the task, like handle a refund or open the shop]: [notes, emails or chat messages, with customer details removed].

Write it as clear steps:
1. Purpose, in one sentence.
2. Who does each part.
3. Numbered steps, one action per step, in plain words.
4. Time limits, only if my notes give them.
5. When to stop and ask a manager or the owner.
6. What to write down and where.

Keep it under 300 words. Then list anything unclear or missing in my notes as questions. Do not add rules, laws, fees or time limits I did not give you. I will check those with [the owner, a lawyer or whoever handles rules for us].

Built on this O*NET task for General and Operations Managers: “Establish or implement departmental policies, goals, objectives, or procedures in conjunction with board members, organization officials, or staff members.” O*NET, U.S. Department of Labor, CC BY 4.0.

See a real example

What went in

Made-up business: Steepleberry Tea, an online tea shop. Task: refunds. Notes: customers email support@steepleberry.example. We find the order by number. Refund if they ask within 30 days and the tea is unopened. If it came damaged, ask for a photo and refund with no return. Customer pays return shipping unless it was our mistake. Over $100, the owner says yes first. Refund goes back to the card in the store system. Some people ask on social media, we should move them to email.

What Claude wrote

Purpose: Handle every refund the same fair way. Who: The person on the support inbox. The owner approves refunds over $100. Steps: 1. Find the order by order number. 2. If it came damaged, ask for a photo. Refund with no return. 3. If not damaged, refund only if they asked within 30 days and the tea is unopened. 4. The customer pays return shipping, unless it was our mistake. 5. Over $100? Get the owner's OK first. 6. Refund to the card in the store system. Asked on social media? Ask them to email support@steepleberry.example. Write down: Your notes do not say where to log refunds. Questions: 1. Do the 30 days start on the order date or the delivery date? 2. Does the 30 day limit apply to damaged orders too? 3. Who decides what counts as our mistake?

Tested on Claude Opus 5.5, October 2026

Check before you use it

  • Have the owner or whoever handles rules read it before it goes live. Fees and time limits must match your real policy.

4 of 7

Find what keeps going wrong

Owners and managers, at the end of each week or month.

Claude

What to paste in

  • Your log of waste, returns, mistakes or breakdowns, with item, cost and reason.
PromptPaste into Claude
Help me cut repeat problems at [type of business]. Here is our log for [week or month] of [waste, returns, mistakes, breakdowns or complaints], with date, item, amount, cost and reason: [paste log].

Add up the cost by item and by reason, and give the total. Show the top three items and the top three reasons. Point out patterns, like the same item many times, or one day or shift with more problems. For each top problem, suggest one simple fix someone can start this week. Use only my log. Do not blame any person by name. If any costs are missing, say so.

Built on this O*NET task for First-Line Supervisors of Food Preparation and Serving Workers: “Analyze operational problems, such as theft and wastage, and establish procedures to alleviate these problems.” O*NET, U.S. Department of Labor, CC BY 4.0.

See a real example

What went in

Made-up business: Splashmuffin Kids, an online kids clothing shop. October returns log: Oct 2, rain boots size 10, $28, too small. Oct 5, raincoat, $34, wrong color sent. Oct 9, rain boots size 11, $28, too small. Oct 12, sun hat, $12, arrived torn. Oct 16, raincoat, $34, wrong color sent. Oct 20, rain boots size 9, $28, too small. Oct 27, raincoat, $34, wrong color sent. Oct 30, mittens, too small, cost not logged.

What Claude wrote

Total: $198, plus one return with no cost logged. By item 1. Raincoats: $102 (3 times) 2. Rain boots: $84 (3 times) 3. Sun hat: $12 (1 time) By reason 1. Wrong color sent: $102 2. Too small: $84, plus the mittens 3. Arrived torn: $12 Patterns 1. Every raincoat return was the wrong color. This looks like a packing problem, not a product problem. 2. Rain boots came back too small in 3 sizes (9, 10 and 11). Fixes to start this week 1. Raincoats: check the color on the order before you seal the box. 2. Rain boots: measure a pair against your size chart. If they run small, say so on the product page. 3. Sun hat: one return. Watch it, no change yet. Missing: the cost of the Oct 30 mittens.

Tested on Claude Opus 5.5, October 2026

Check before you use it

  • Make sure the log has every entry for the period and the costs are up to date.

5 of 7

Write a monthly update for the owner

Managers, at month end before a meeting with the owner, partners or board.

Claude

What to paste in

  • This month's numbers next to last month or goal, project notes, and your asks.
PromptPaste into Claude
Write a one page monthly update for [reader, such as the owner, partners or board] about [your team or business]. This month's numbers: [key measures, with last month or the goal next to each]. Project notes: [what moved, what is stuck, next steps, dates]. What I need from them: [your asks].

Layout: a 3 line summary at the top, then Numbers (short table), Projects (on track, at risk, or stuck), and Asks.

Use only my numbers. Do not round or change them. Do not add asks I did not list. Use plain words. Leave out customer names and private details.

Built on this O*NET task for Medical and Health Services Managers: “Prepare activity reports to inform management of the status and implementation plans of programs, services, and quality initiatives.” O*NET, U.S. Department of Labor, CC BY 4.0.

See a real example

What went in

Reader: owner. Made-up business: Pinewobble Property Management, March. Made-up numbers. Units filled 182 of 200 (Feb 176). Repair requests closed 141 (Feb 128). Days to close a repair 4.2 (goal 3). Units with late rent 11 (Feb 15). Projects: Online rent payments went live Mar 3, 120 units use it. Elm building roof: bids in from 2 roofers, none picked yet. Oak building lobby paint: stuck, waiting on the owner to pick a color. Asks: Pick a roofer by Mar 31. Pick the lobby paint color.

What Claude wrote

Summary 182 of 200 units are filled, up from 176, and late rent fell to 11 units. Repairs take 4.2 days to close, behind the 3 day goal. Two asks below: pick a roofer and pick the lobby paint. Measure | March | Compare ---|---|--- Units filled | 182 of 200 | 176 in Feb Repair requests closed | 141 | 128 in Feb Days to close a repair | 4.2 | Goal 3 Units with late rent | 11 | 15 in Feb Projects Online rent payments: On track. Live Mar 3. 120 units use it. Elm roof: At risk. Bids in from 2 roofers, none picked. Oak lobby paint: Stuck. Waiting on your color pick. Asks 1. Pick a roofer by Mar 31. 2. Pick the lobby paint color.

Tested on Claude Opus 5.5, October 2026

Check before you use it

  • Match every number to your source report before it goes out.

6 of 7

Turn a rule into a 5 minute team talk

Team leads and managers, before a shift or at the weekly huddle.

Claude

What to paste in

  • The exact rule or policy text, and why you are covering it now, with no names.
PromptPaste into Claude
I lead a team at [type of business]. Turn this rule into a 5 minute talk I can read out loud at a team huddle.
Rule or policy text: [paste the exact wording from your safety manual, policy or handbook]
Why now: [a near miss, a new rule, or a problem that keeps coming up, with no names]

Write it in plain, spoken words:
1. What happened, in two or three sentences, with no blame. Skip this if nothing happened.
2. What the rule says, in words a new hire would get.
3. Why it matters, with one simple example of how it could go wrong in our work.
4. What to do on the job, step by step.
5. Two questions to ask the team to check they understood.

Keep sentences short. Only explain what the text says. Do not add new rules or laws, and do not promise anything the policy does not allow. If the text is unclear, list what I should ask [the owner or our safety lead].

Built on this O*NET task for First-Line Supervisors of Material-Moving Machine and Vehicle Operators: “Interpret transportation or tariff regulations, shipping orders, safety regulations, or company policies and procedures for workers.” O*NET, U.S. Department of Labor, CC BY 4.0.

See a real example

What went in

Made-up business: Curlwhisk Salon. Rule text: "Mix bleach and hair color only at the back bar with the fan on. Wear gloves when mixing. Never pour leftover mix back into the bottle. Throw it out." Why now: last week a stylist mixed bleach at their chair. A client said the smell made their eyes sting.

What Claude wrote

What happened: Last week, bleach got mixed at a chair, not at the back bar. A client said the smell made their eyes sting. No one is in trouble. What the rule says: Mix bleach and color only at the back bar, with the fan on. Wear gloves when you mix. Leftover mix goes in the trash, never back in the bottle. Why it matters: Mixing at a chair puts the smell right next to the client, like last week. What to do: 1. Take your bowl to the back bar. 2. Turn on the fan. 3. Put on gloves, then mix. 4. Throw out what is left. Ask the team: 1. Where do you mix bleach and color? 2. What do you do with leftover mix? For the owner: What should staff do if the fan is broken or the back bar is full?

Tested on Claude Opus 5.5, October 2026

Check before you use it

  • Have your safety lead or the owner check the talk against the written rule before you give it.

7 of 7

Check an invoice before you send it

Whoever does billing, before invoices go out to customers.

Claude

What to paste in

  • The work record, your price list and the draft invoice, with no personal ID numbers.
PromptPaste into Claude
Check this invoice before I send it. Today's date: [date].
Work record: [paste the approved timesheet, job notes or delivery list: date, what was done, hours or quantity].
Our price list: [paste each service or item and its price, including any overtime or rush rate].
Draft invoice: [paste each line and the total].
Take out Social Security numbers, birth dates, ID numbers and pay details first.

1. Check each line against the work record. Do the hours or quantities match?
2. Check that the right price from my list was used.
3. Check the math on each line and the total.
4. Flag lines that show up twice, work done but not billed, lines with no date, and dates in the future.
5. Make a table of only the lines with a problem: line, what the invoice says, what it should be, and the difference.
6. Say what to check for each one.

If everything matches, say so. Do the math step by step. Do not guess prices or hours. I will make the fixes in our billing system.

Built on this O*NET task for Billing and Posting Clerks: “Verify accuracy of billing data and revise any errors.” O*NET, U.S. Department of Labor, CC BY 4.0.

See a real example

What went in

Made up business: Bright Path Tutoring. Made up customer: Sample Valley School. Today's date: Oct 19, 2026. Work record, week of Oct 6: Oct 6, math group, 2 hours. Oct 7, reading 1 on 1, 1 hour. Oct 8, math group, 2 hours. Oct 9, test prep group, 1.5 hours. Price list: math or reading group $60 an hour. 1 on 1 $45 an hour. Test prep group $70 an hour. Draft invoice: Oct 6 math group 2 hrs x $60 = $120. Oct 7 reading 1 on 1, 1 hr x $60 = $60. Oct 8 math group 2 hrs x $60 = $120. Oct 8 math group 2 hrs x $60 = $120. Total $420.

What Claude wrote

| Line | Invoice says | Should be | Difference | |---|---|---|---| | Oct 7 reading 1 on 1 | 1 x $60 = $60 | 1 x $45 = $45 | $15 too high | | Oct 8 math group, second line | $120 | Remove it. The work record shows one session. | $120 too high | | Oct 9 test prep | Not billed | 1.5 x $70 = $105 | $105 too low | | Total | $420 | $120 + $45 + $120 + $105 = $390 | $30 too high | What to check: 1. Oct 7: Was this a 1 on 1 session? If yes, use $45. 2. Oct 8: Did a second group meet that day? If not, remove one line. 3. Oct 9: Add the test prep session if it was approved. Oct 6 has no problems.

Tested on Claude Opus 5.5, October 2026

Check before you use it

  • Use only an AI tool your company approves for billing data, and confirm each flag in your billing system before you fix it.

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