← Back to All Exercises

📋 Exercise 2: Guidelines Restructuring

Transform messy policies into structured references

Objective

Transform unstructured, text-heavy research agreement negotiation guidelines into clearly organized, scannable tables that improve comprehension, teachability, and reference value. This exercise demonstrates how AI can instantly restructure dense documentation into accessible formats that enhance team understanding and compliance.

Implementation Steps

  1. Find publicly available research agreement negotiation guidelines (e.g., Southern Illinois School of Medicine's guidelines)
  2. Copy the full text (2-3 pages) of unorganized guidelines
  3. Open any LLM (ChatGPT, Claude, Gemini) - all perform well on this task
  4. Paste the provided prompt and then the guidelines text
  5. Show the dramatic before/after transformation to your audience

💡 Key Benefits

This technique transforms dense, difficult-to-reference policies into structured formats that improve comprehension, training effectiveness, and compliance adherence while eliminating hours of manual reformatting work.

Sample Instructions

You are an expert research agreement negotiator with over 15 years of experience in clinical trials at academic medical centers and research institutions. You excel at organizing complex information into clear, actionable formats that improve team understanding and compliance.

I need your help restructuring our clinical trial guidelines. These guidelines will be used by our negotiation team, clinical research coordinators, and investigators who have varying levels of experience with contract negotiations. Many are new to the field and struggle with understanding our positions from dense text.

Please reorganize these clinical trial guidelines into a structured table format with these columns:

  • Topic
  • Subtopic
  • Required Position (terms we must have)
  • Preferred Position (terms we strongly want)
  • Permitted Position (terms we can accept)
  • Prohibited Position (terms we cannot accept)
  • Summary Notes

Make the table comprehensive but easy to scan. Preserve all policy information while improving organization. Use "N/A" for any columns that don't apply to a particular guideline item. Bold any critical requirements that represent non-negotiable positions.

Transformation Example

Dense, Unstructured Text

"Subject injury language must make it clear that the Sponsor will pay for research-related injuries, regardless of fault. The language should state the Sponsor will pay for all medical costs associated with research-related injuries that are not covered by the subject's medical insurance. We do not allow language that requires the subject to first submit claims to their insurer for injuries that are clearly research-related. The language in the CTA and the ICF must match."

"Publication rights must not be unduly restricted. While we will agree to a preview of publications for a limited time (usually 30-60 days) to protect confidential information and patent rights, we will not accept provisions that allow for indefinite delays, require sponsor approval, or restrict academic freedom..."

Clean, Scannable Table

Easy to understand at a glance:

  • Topic: Subject Injury
  • Required: Sponsor pays regardless of fault
  • Prohibited: Cannot require subject to submit claims first

  • Topic: Publication Rights
  • Preferred: 30-60 day preview period
  • Prohibited: Indefinite delays or approval requirements

Complete 7-Column Structured Table Output

Topic Subtopic Required Position Preferred Position Permitted Position Prohibited Position Summary Notes
Subject Injury Payment Sponsor pays regardless of fault Sponsor covers all costs not covered by insurance N/A Cannot require subject to submit claims first CTA and ICF language must match
Publication Review Period N/A 30-60 day preview period Limited preview to protect confidentiality No indefinite delays or sponsor approval requirements Academic freedom must be preserved
IP Rights Ownership Institution owns background IP Joint ownership of derivative works Limited licensing to sponsor Cannot assign all IP rights to sponsor Protects institutional research interests

Resources