AI Strategy

Write One File. Stop Re-Explaining Yourself to AI.

The short version

  • Most AI frustration is a missing brief, not a weak model. You are re-briefing a stranger every morning instead of instructing an assistant once.
  • Fix it with one file of standing orders (claude.md) that gets read at the start of every session, and a second file for who you are (aboutme.md).
  • Seven blocks cover it: identity, voice, how to work, ethics, design defaults, principles, model economy. The full fill-in-the-blank template is below, free to copy.
  • Keep it to one or two screens. It is re-read every turn, so every line is a small recurring tax. If a rule is not testable, cut it.

If your AI keeps producing work that is fine but not yours, the problem usually is not the model. It is that nobody wrote down the rules.

Think about how you would onboard a sharp new assistant. You would not re-explain your tone, your file naming, and your ethics every single morning. You would write it down once, hand it over, and expect it to hold.

Most people never do that with AI. They open a blank chat, describe what they want, get something generic, and then spend three rounds dragging it toward their voice. Then they close the tab and the whole briefing disappears. Tomorrow, same tax.

A standing-orders file ends that loop. One markdown file, read at the start of every session, that says how you want work done. In Claude it is conventionally named claude.md. The name matters less than the habit.

Without standing orders

Briefing a stranger, daily

  • Three rounds of edits before the tone is right
  • Rules live in your head, so they drift
  • Output looks like everyone else's output
  • Every new session starts from zero
  • You correct the same thing forever

With standing orders

Instructing an assistant, once

  • First draft already sounds like you
  • Rules live in one file you can edit and audit
  • Defaults are yours, not the model's
  • Every session starts warm
  • You correct once, then it holds

01 / THE SPLITTwo files, two jobs

Keep them separate or they bloat into one long file nobody maintains.

claude.md is how you work. Process, voice, guardrails, defaults. It is an operating manual, and it changes as your standards change.

aboutme.md is who you are. Your background, your positioning, your frameworks, the things that make your judgment yours. It is closer to a strategy document, and it changes slowly.

The split is not bureaucracy. It gives you one source of truth per question, so a voice rule lives in exactly one place and never drifts between two copies. If you have not built either file yet, start with the AI ownership guide, which walks through the account setup around them.

02 / THE ANATOMYThe seven blocks

This is the skeleton. Every block below is one section heading in the file.

BLOCK 01

Who I am, in one line

Name, role, stance. One sentence, then a pointer to the longer file. This block exists to stop the other file from leaking into this one.

[Name], [role]. [Your stance in three words]. Full detail in aboutme.md.
BLOCK 02

Voice

How output should sound and, more usefully, what it should never do. One hard ban beats five adjectives, because a ban is checkable and an adjective is a mood.

Never use em dashes. Use commas, periods, or parentheses instead.
BLOCK 03

How to work

The process rules. Where deliverables land, how many clarifying questions you want up front, and what proof is required before anything is called done.

Verify before claiming done. Test it, screenshot it, re-read the diff.
BLOCK 04

Ethics, always on

The guardrails you never want to re-litigate: sensitive data, sourcing, honest uncertainty, and which calls belong to you rather than the model.

Never fabricate facts, sources, quotes, numbers, or citations. Label uncertainty plainly.
BLOCK 05

Design defaults

Left alone, AI reaches for the same layout every time and your work starts to look templated. Say when to vary, and name the one brand it must match exactly.

Vary visual defaults across projects. Exception: [brand], match the fingerprint exactly.
BLOCK 06

Principles

Your non-negotiables. What you test on yourself before anyone else sees it, what you share versus protect, and whether you want to be taught or carried.

Coach me, don't crutch me. Teach the how and build my capability, not dependence.
BLOCK 07

Model economy

The block almost everyone skips, and the one that buys you the most runway. Tell it to default to the lightest model that does the job, put the heaviest model on the shortest and densest output (the spec, the irreversible call) and let a cheaper one produce the long, low-risk volume. Then guard context, ask for the finished thing instead of ten drafts, and cap yourself at one or two builds in flight. Model names change; the ladder does not. More on the thinking in Return on Token Investment.

Default to the lightest model that does the job. Escalate only when the task needs it.

03 / THE TESTWhat makes a rule actually work

One question decides whether a line earns its place: could a reader tell it was broken?

Instead of thisWrite thisWhy
Be professional Third person on the resume, first person in messages The first is a vibe. The second is a check you can run on any sentence.
Keep it short If a word can be cut without losing meaning, cut it Gives a procedure, not a target it has to guess at.
Ask if you're unsure Ask before large tasks. One block, 3 to 4 questions max Bounds it. Otherwise you get either no questions or twelve.
Don't make things up Cite a source, or say "reasoning from general knowledge" Names the fallback behavior instead of only banning the bad one.
Be careful with my files Prefer minimal, reversible edits. Confirm before structural changes Sets the default size of an edit, which is the thing that actually goes wrong.

The rule about rules

Write orders, not wishes. If nobody could tell the line was broken, it is decoration, and decoration costs tokens every single turn.

04 / THE TEMPLATECopy this, fill the brackets

Every bracket is a decision you make. Delete the ones that do not apply. Twenty minutes of work, then it pays out every session after.

claude.md Download .md
# claude.md: [Your name]'s operating preferences

Standing orders for every session. (This file = how I work. `aboutme.md` = who I am.)
Last updated: [YYYY-MM-DD]

## Who I am (1 line)
[Name], [role]. [Two or three words on your stance.] Full detail in `aboutme.md`.

## Voice
- [Length rule. Example: concise and direct. If a word can be cut without losing meaning, cut it.]
- [Tone rule. Example: warm and confident. Not sycophantic, not stiff.]
- [One hard formatting ban. Example: never use em dashes. Use commas, periods, or parentheses.]
- [Person rule. Example: third person on the resume, first person in messages.]
- [Edit size rule. Example: prefer minimal, reversible edits. Confirm before big structural changes.]

## How to work
- [Where deliverables go. Example: real files saved to my folder, then presented, not pasted into chat.]
- [Question budget. Example: ask clarifying questions before large tasks, one compact block, 3 to 4 max.]
- [Confidence bar. Example: for work that builds on who I am, quiz me to about 95% confidence, then produce.]
- [Proof rule. Example: verify before claiming done. Test it, screenshot it, re-read the diff.]
- [Consistency rule. Example: match my established patterns, don't redo settled decisions.]

## Ethics (always on)
- [Sensitive data. Example: flag confidential data (real names, financials, client PII) before processing it.]
- [Sourcing. Example: cite a source, or say "reasoning from general knowledge," for any consequential claim.]
- [Decision rights. Example: support decisions, hand high-stakes calls (hire/fire, budget, legal, medical) back to me.]
- [No fabrication. Example: never invent facts, sources, quotes, numbers, or citations. Label uncertainty plainly.]
- [Correction. Example: if a fabrication slips through, stop, name it, and correct it. No cover-up.]

## Design defaults
- [Visual default. Example: vary visual defaults across projects so outputs don't look templated.
  One exception: [brand], where the [colors / fonts / signature] are the intended fingerprint, so match it exactly.]

## Principles
- [Test-on-me rule. Example: run me through anything first, then clients.]
- [Share vs protect. Example: share the vision freely, keep the method (frameworks, stack, steps) internal.]
- [Waste rule. Example: watch for duplicated rules, drifting copies, content in the wrong file. One source of truth.]
- [Capability rule. Example: coach me, don't crutch me. Teach the how, build my capability, not dependence.]

## Model economy (token restraint)
- [Default tier. Example: default to the lightest model that does the job, escalate only when needed.]
- [Escalation rule. Example: heaviest model on the shortest, densest output. Top model decides, cheaper one executes.]
- [Context rule. Example: guard context. Trim to what the task needs, start fresh instead of dragging a long thread.]
- [Output rule. Example: ask for the finished thing, not ten drafts. Output is the expensive half.]
- [WIP limit. Example: at most 1 to 2 builds in flight. Finish before starting.]

---
Template from Prickled.ai · prickled.ai/free-ai-tips/claude-md-template/
Delete every bracket. If a line is not testable, cut it.
Save it as claude.md in your project or memory folder. No Claude account? Paste the same content into any assistant's custom instructions or system prompt field.

05 / THE SYSTEMWhere the file sits

A file this good still underperforms in a messy setup. Here is the structure to drop it into.

Most people organize their AI by subject. A folder for the client, a folder for the side project, a folder for the newsletter. It looks tidy for about a month, then everything is a folder and nothing tells you what is live.

PARA, Tiago Forte's method from Building a Second Brain, sorts by something more useful: how actionable a thing is, not what it is about. Four buckets, ordered from most actionable to least. The guiding line is simple. What is not active should be out of sight.

P · Projects

Has an outcome and an end

Live builds with a deadline. Each gets its own folder and its own memory note. When it ships, it moves out.

A · Areas

Standards you maintain

Where claude.md lives. Ongoing responsibilities with no end date: your voice, your ethics, your working mode.

R · Resources

Reference you reuse

Frameworks, templates, saved research. No active responsibility, just material you reach for.

A · Archives

Shipped, out of sight

Finished work still sitting in active memory is the most common leak. Archive it. It stays revivable.

Two things make PARA survivable where other systems die. It is forgiving, so roughly the right bucket is good enough and nothing breaks if you guess wrong. And it is just in time, so you organize as late and as little as you can get away with. Items move between buckets as your relationship to them changes. That is the system working, not you failing to file properly.

What each bucket actually holds in an AI setup

The mapping is the part most people miss. The buckets are not folders on your desktop, they are the four kinds of thing your AI is already carrying.

BucketIn your AI setupThe test
P · Projectsmost actionable Memory notes for live builds. Connected project folders. Any scheduled task with an end date. Does it have a defined outcome and a deadline? If it can be finished, it is a project.
A · Areasongoing standard This is where claude.md lives. Your operating-mode instructions, voice and ethics rules, and anything about who you are. Is there a standard to maintain with no finish line? Then it is an area, not a project.
R · Resourcesreference Frameworks and methods you reuse, saved research, format templates, prompt libraries. Useful, but nobody is waiting on it. No active responsibility attached.
A · Archivesout of sight Shipped builds, finished engagements, dormant ideas. Still readable, just not in the way. Did it ship, or has it gone quiet? Archive it. Nothing is deleted, only moved.

Stamp every project with a status

One word at the top of each project note. It is what lets you (or your AI) sort the pile later without re-reading everything.

active

Being worked now. Has momentum or a live deadline.

someday

Planned or parked. Real, but no work has started.

archived

Shipped, deployed, or clearly done. Add one line saying where it landed.

When you are unsure whether something shipped, leave it active. Be conservative. Wrongly archiving live work costs you more than a slightly crowded active list.

Then hand the upkeep back to the AI

The reason PARA fails is never the method, it is that nobody runs the review. So do not rely on remembering. Schedule it, weekly is plenty, and paste this as the instruction.

Weekly review · copy this
Weekly PARA review of my AI project memory.

Read everything in memory: the index and each topic file. For each project,
check its status. If it clearly shipped (words like deployed, live at,
published, done, or a deadline that has passed), set the status to archived,
add one line saying where it landed, and move it to the Archives section of
the index. Flag anything that looks stale but has not shipped, without
changing it.

Keep the index in the four PARA sections. Preserve every line and every word
of file content. Only move lines between sections and update status labels.

Then message me a summary: what is active, what you archived, what is stale.
Be conservative. Ask before archiving when you are not sure.
Set it as a recurring task, or just run it yourself each Friday morning. Five minutes, and the active pile stays honest.

Why this pays

Your AI re-reads its context every turn, so anything still in the active pile is charged for whether you use it or not. Archiving is not tidiness. It is the cheapest performance fix you have.

06 / THE UPKEEPKeep it lean

A standing-orders file is not a wiki. It is a tax you agree to pay every turn.

One or two screens, roughly 40 to 60 lines, is the range that works. Past that, the file starts competing with the actual task for attention, and rules deep in a long list quietly stop landing.

So prune it like a garden. If a rule has not changed an output in a month, it is not a rule, it is a preference you have outgrown. Date the file at the top so you can see when it last got honest attention. And when you catch yourself correcting the same thing twice in a week, that is not annoyance, that is a missing line. Add it and stop paying that correction forever.

Write the rule once so you never have to say it again.

The people who get the most out of AI are not the ones prompting hardest. They are the ones who wrote down what good looks like.

Built with you, owned by you

Want a setup that already sounds like you?

The template gets you started. A build gets you finished. We write your standing orders, your strategy file, and the skills around them, then hand you the whole thing to run yourself. No retainer, no dependency, no black box.

Prickled.ai · Goal first. People next. Tech carries.

Questions people ask about this

Straight answers, in case you skimmed.

What is a claude.md file?

It's a plain markdown file of standing orders that your AI reads at the start of every session. It covers how you want work done: voice, process, ethics, design defaults, and model economy. It's the difference between briefing an assistant once and briefing a stranger every morning.

What's the difference between claude.md and aboutme.md?

claude.md is how you work. aboutme.md is who you are. Splitting them keeps each one short and gives you one source of truth per question, so a voice rule lives in exactly one place and never drifts between two files.

How long should a claude.md file be?

One screen to two, roughly 40 to 60 lines. It's re-read and re-charged every single turn, so every line is a small recurring tax. If a rule hasn't changed an output in a month, cut it.

Does this only work with Claude?

No. The filename comes from Claude, but the structure is portable. Most assistants have a custom instructions, system prompt, or project knowledge field. Paste the same content there. The value is in having written the rules down once, not in the tool.

How should I organize my AI setup around the file?

Use PARA: sort by how actionable something is, not by subject. Projects have a defined outcome and a deadline. Areas are ongoing standards with no end date, which is where claude.md lives. Resources are reference you reuse. Archives hold shipped or dormant work. Stamp every project active, someday, or archived, and run a weekly review to move what shipped out of the active pile.

How do I know if a rule is worth keeping?

Ask whether someone reading the output could tell the rule was broken. "Never use em dashes" is testable. "Be professional" isn't. If a line fails that test, either sharpen it into something checkable or delete it.

Notes

  1. The claude.md convention comes from Claude's project and memory files. The idea generalizes: any assistant with a custom instructions or system prompt field can hold the same content.
  2. PARA (Projects, Areas, Resources, Archives) is Tiago Forte's organizing method from Building a Second Brain. The mapping onto an AI setup here is my own adaptation.
  3. Reasoning from general knowledge and from my own working setup. The example lines throughout are generalized versions of rules I run, not claims about how any specific model behaves.