RCP-001-001-012-EXPECT-SET – Proactive Expectation Management with Progress Tracker Integration

The Expectation Setter recipe analyzes incoming tasks, communicates scope, complexity, deliverables, and limitations upfront before work begins. It automatically initializes progress tracking for complex tasks, preventing miscommunication and building trust through transparency. This recipe transforms ambiguous requests into clear, shared understanding between user and AI.

Recipe Name: RCP-001-001-012-EXPECT-SET – Proactive Expectation Management Recipe
RCP-001-001-012-EXPECT-SET
Communicates upfront what will happen, estimated complexity,
likely duration, and known limitations before starting tasks.
Automatically initializes PROGRESS_TRACKER recipe for ongoing
monitoring throughout task execution. Includes policy pre-check
to identify potential conflicts before work begins.
Multi-Recipe Combo Stage Single Recipe
Recipe Category CFT-FWK-COOKBK-CORE – CRAFT CORE Cookbook
Recipe Subcategory Blogging with A.I., Brainstorming with A.I.
Recipe Difficulty Easy
Recipe Tags: Foundational | Introduced in the POC

Requirements

  • Any AI Chat Platform (platform-agnostic recipe) Any of the following: Claude (Anthropic), ChatGPT (OpenAI), Gemini (Google), Grok (X.ai), Perplexity, Microsoft Copilot

How To Start
 

A Note From The Author of CRAFT
  • After hundreds (perhaps thousands) of hours of using these recipes, I rarely need to use any of the CORE Cookbook recipes aside from Recipes RCP-001-001-002-HANDOFF-SNAPSHOT and RCP-001-001-002-HANDOFF-SNAPSHOT, but when I do, they are essential to the functioning of CRAFT. Also, the A.I. reads all of these recipes at the start of each session. This happens quietly in the background. Even though you may never need to call the recipe, the A.I. will know all of them and it helps the A.I. to understand what CRAFT is and how it works.
    Even if you rarely need to use these recipes, they are still working for you and are essential to the CRAFT Framework.
STEP 0: Policy Pre-Check
  • Scan the task for sensitive categories before
    beginning any work.
    SENSITIVE CATEGORIES TO CHECK
    Platform capabilities and limitations
    Security or vulnerability research
    Personal data handling requirements
    Political or controversial topics
    Legal or medical advice requests
    IF potential conflict detected:
    #AI->H::PolicyCaution: (This task may trigger
    usage policies)
    #AI->H::RecommendedChange: (Consider focusing
    on [specific safe aspect])
STEP 1: Analyze Task Complexity
  • Evaluate the requested task for complexity factors.
    COMPLEXITY FACTORS TO ASSESS
    Number of distinct steps required
    Dependencies on external resources
    Platform limitations involved
    Potential failure points
    Required user inputs
    Ambiguity level in request
    COMPLEXITY RATINGS
    SIMPLE: 1-2 steps, clear path
    MODERATE: 3-5 steps, some complexity
    COMPLEX: 6+ steps, multiple paths
    VERY COMPLEX: Many dependencies
STEP 2: Check Capabilities and Limitations
  • Identify what can and cannot be done upfront.
    CAN DO
    List what AI can accomplish for this task.
    CANNOT DO
    List platform limitations that apply.
    List policy restrictions that apply.
    WILL SIMULATE
    List what will be demonstrated or mocked.
    REQUIRES USER ACTION
    List what user must provide or do.
STEP 3: Estimate Time and Effort
  • Provide realistic estimates based on detail level.
    FOR MINIMAL DETAIL
    Provide quick estimate only.
    FOR BALANCED DETAIL
    Estimated Effort:
    Setup: approximately X exchanges
    Execution: approximately Y exchanges
    Total: approximately Z exchanges
    FOR COMPREHENSIVE DETAIL
    Detailed Breakdown:
    Phase 1: description (X exchanges)
    Phase 2: description (Y exchanges)
    Potential delays: what might extend timeline
STEP 4: Present Expectations Clearly
  • Task Overview: [task_description]
    Complexity: [complexity level]
    What I Will Do:
    Concrete deliverable 1
    Concrete deliverable 2
    Concrete deliverable 3
    What I Cannot Do:
    Limitation 1 with alternative workaround
    Limitation 2 with alternative workaround
    What You Will Need To Do:
    User action 1
    User action 2
    Estimated Exchanges: [total_exchanges]
    Potential Challenges: [main risk or complexity]
STEP 5: Initialize Progress Tracking
  • If auto_init_progress is True:
    Extract steps from task analysis:
    1. First major step
    2. Second major step
    3. Third major step
    #AI->H::Status: (Initializing progress tracking)
    Call PROGRESS_TRACKER with:
    task_name: [task_description]
    mode: initialize
    steps_list: [extracted steps]
    Show integrated view:
    Progress Tracking: Active
    Current Status: 0 percent – Ready to begin
    First Step: [first step description]
STEP 6: Request Confirmation
  • #AI->H::Question: (Does this match your expectations?
    Should I proceed with this approach?)
    If user wants changes:
    #AI->H::RequestingFeedback: (What aspects should
    I adjust?)
    If user confirms:
    #AI->H::Status: (Beginning task with progress
    tracking active)
    Proceed to first step.
STEP 7: Adjust Expectations During Execution
  • If scope changes during execution:
    #AI->H::Note: (Task complexity has increased
    due to [reason])
    #AI->H::Status: (Updating expectations:)
    Original estimate: X exchanges
    Revised estimate: Y exchanges
    Reason: [specific discovery]
    Update PROGRESS_TRACKER accordingly.
    COMMON PATTERNS
    Pattern 1: Simple Information Request
    Example: What is X?
    Complexity: SIMPLE
    Deliverable: Clear explanation of X
    Exchanges: approximately 1
    Pattern 2: Multi-Step Process
    Example: Create a complete Y
    Complexity: MODERATE
    Deliverables: Planning, drafting, refining
    Exchanges: approximately 5-7
    Pattern 3: Complex Integration
    Example: Implement Z with constraints A, B, C
    Complexity: VERY COMPLEX
    Deliverables: Analysis, design, implementation,
    testing
    Exchanges: approximately 10-15
    Challenges: Constraint conflicts, platform limits

How AI Reads This Recipe

When processing this recipe, the AI assistant:
1. First scans the task for policy-sensitive
categories and communicates any concerns before
proceeding with analysis.
2. Receives the task description and analyzes it
for complexity factors and dependencies.
3. Checks capabilities against task requirements
to identify what can and cannot be done.
4. Generates time and effort estimates based on
the specified detail level parameter.
5. Presents clear expectations including what will
be delivered, limitations, and user actions.
6. Initializes PROGRESS_TRACKER recipe if enabled
to provide ongoing monitoring.
7. Requests confirmation before beginning work
and adjusts expectations if user provides
feedback.
8. Updates expectations during execution when
scope or complexity changes.
PROCESSING PRIORITY
Priority Description
——– ———–
CRITICAL Run policy pre-check first
CRITICAL Analyze task before starting
HIGH Identify limitations upfront
MEDIUM Provide realistic estimates
LOW Integrate with progress tracking

When to Use This Recipe

IDEAL USE CASES
Before starting any multi-step or complex task
to align expectations with user.
When task involves platform limitations that should
be communicated upfront.
When accurate effort estimation helps user plan
their time and involvement.
When transparency about capabilities builds trust
and prevents disappointment.
When task may touch sensitive categories that
require policy awareness.
WHEN NOT TO USE THIS RECIPE
For simple one-exchange information requests that
do not require upfront planning.
When user has explicitly requested immediate action
without preliminary overview.
When previous conversation has already established
clear expectations for current task.

Recipe FAQ

Q: When should I use comprehensive detail level?
A: Use comprehensive for complex multi-phase projects
where detailed breakdown helps user understand full
scope and timeline expectations.
Q: Can I skip progress tracking integration?
A: Yes, set auto_init_progress to False if you prefer
to manage progress updates manually or if the task
is too simple to warrant tracking.
Q: What if my estimates turn out wrong?
A: The recipe includes Step 7 for adjusting expectations
during execution. Transparency about changes builds
trust even when estimates shift.
Q: Does this work for very simple requests?
A: For simple requests like explaining a concept, the
recipe automatically provides minimal expectations
without overwhelming the user.
Q: How does this integrate with other recipes?
A: EXPECT-SET initializes PROGRESS_TRACKER automatically
and works with ERROR-TRANS for communicating any
limitations discovered during analysis.
Q: What does STEP 0 Policy Pre-Check do?
A: It scans the task for sensitive categories like
security research, personal data, or political
topics that might trigger platform policies,
allowing proactive communication before work begins.

Actual Recipe Code

(Copy This Plaintext Code To Use)
===========================================================
# START RECIPE-ID: RCP-001-001-012-EXPECT-SET-v2.00c
# ===========================================================
EXPECTATION_SETTER_RECIPE = Recipe(
recipe_id="RCP-001-001-012-EXPECT-SET-v2.00c",
title="Proactive Expectation Management with Progress
Tracker Integration",
description="Communicates upfront what will happen,
estimated complexity, likely duration, and
known limitations before starting tasks,
automatically initializes PROGRESS_TRACKER
for monitoring",
category="CAT-001",
subcategory="SUBCAT-004-Communication-Flow",
difficulty="medium",
parameters={
"task_description": {
"type": "string",
"required": True,
"description": "Task to set expectations for"
},
"auto_init_progress": {
"type": "boolean",
"required": False,
"default": True,
"description": "Auto-init PROGRESS_TRACKER"
},
"detail_level": {
"type": "string",
"required": False,
"default": "balanced",
"options": ["minimal", "balanced", "comprehensive"],
"description": "Detail level for expectations"
}
},
prompt_template="""
#H->AI::Directive: (Set clear expectations before
beginning [task_description])
#H->AI::Context: (Prevent overpromising, integrate
with progress tracking)
STEP 0: POLICY PRE-CHECK
========================
Scan task for sensitive categories:
Platform capabilities/limitations
Security/vulnerability research
Personal data handling
Political topics
IF potential conflict detected:
#AI->H::PolicyCaution: (This task may trigger
usage policies)
#AI->H::RecommendedChange: (Consider focusing
on [specific safe aspect])
STEP 1: TASK ANALYSIS
=====================
Analyze the requested task for:
COMPLEXITY FACTORS:
Number of distinct steps required
Dependencies on external resources
Platform limitations involved
Potential failure points
Required user inputs
Ambiguity level
COMPLEXITY RATING:
SIMPLE (1-2 steps, clear path)
MODERATE (3-5 steps, some complexity)
COMPLEX (6+ steps, multiple paths)
VERY COMPLEX (many dependencies)
STEP 2: CAPABILITY CHECK
========================
Identify any limitations upfront:
CAN DO:
[List what AI can accomplish]
CANNOT DO:
[Platform limitations]
[Policy restrictions]
WILL SIMULATE:
[What will be demonstrated]
REQUIRES USER ACTION:
[What user must provide/do]
STEP 3: TIME/EFFORT ESTIMATION
==============================
Provide realistic estimates:
For [detail_level] == minimal:
Quick estimate only
For [detail_level] == balanced:
ESTIMATED EFFORT:
Setup: approximately X exchanges
Execution: approximately Y exchanges
Total: approximately Z exchanges
For [detail_level] == comprehensive:
DETAILED BREAKDOWN:
Phase 1: [description] (X exchanges)
Phase 2: [description] (Y exchanges)
Potential delays: [what might extend]
STEP 4: SET EXPECTATIONS
========================
Task Overview: [task_description]
Complexity: [complexity_level]
What I Will Do:
[Concrete deliverable 1]
[Concrete deliverable 2]
[Concrete deliverable 3]
What I Cannot Do:
[Limitation 1] – Alternative: [workaround]
[Limitation 2] – Alternative: [workaround]
What You Will Need To Do:
[User action 1]
[User action 2]
Estimated Exchanges: approximately [total]
Potential Challenges: [Main risk or complexity]
STEP 5: PROGRESS TRACKER INTEGRATION
====================================
IF [auto_init_progress] == True:
Extract steps from analysis:
1. [First major step]
2. [Second major step]
3. [Third major step]
#AI->H::Status: (Initializing progress tracking)
Call PROGRESS_TRACKER with:
task_name: [task_description]
mode: initialize
steps_list: [extracted steps]
Show integrated view:
Progress Tracking: Active
Current Status: 0 percent – Ready to begin
First Step: [step_1_description]
STEP 6: CONFIRMATION REQUEST
============================
#AI->H::Question: (Does this match your expectations?
Should I proceed with this approach?)
IF user wants changes:
#AI->H::RequestingFeedback: (What aspects should
I adjust?)
IF user confirms:
#AI->H::Status: (Beginning task with progress
tracking active)
Proceed to first step
STEP 7: EXPECTATION ADJUSTMENTS
===============================
During execution, if scope changes:
#AI->H::Note: (Task complexity has increased due to
[reason])
#AI->H::Status: (Updating expectations:)
Original estimate: approximately X exchanges
Revised estimate: approximately Y exchanges
Reason: [specific discovery]
Update PROGRESS_TRACKER accordingly
COMMON PATTERNS:
================
Pattern 1: Simple Information Request
What is X?
Complexity: SIMPLE
Deliverable: Clear explanation of X
Exchanges: approximately 1
Pattern 2: Multi-Step Process
Create a complete Y
Complexity: MODERATE
Deliverables: Planning, drafting, refining
Exchanges: approximately 5-7
Pattern 3: Complex Integration
Implement Z with constraints A, B, C
Complexity: VERY COMPLEX
Deliverables: Analysis, design, implementation,
testing
Exchanges: approximately 10-15
Challenges: Constraint conflicts, platform limits
#H->AI::OnError: (If unable to estimate, provide
ranges with uncertainty levels)
"""
)
# ===========================================================
# END RECIPE-ID: RCP-001-001-012-EXPECT-SET-v2.00c
# ===========================================================

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