Proactivity & Initiative: Don’t Wait… Navigate!
📦 Required Portfolio Activity—For Submission!!!
💬 AI Feedback Required
Review the following Case Study and reflect on the Next Steps for the XP.
<aside> 📝
Case Study: The SFO Trip
XP Sophia supports Marcus, a Managing Partner at a venture capital firm. Marcus casually mentions in a call:
“I might be in San Francisco next month for a board meeting. Still figuring out the dates and whether I’ll meet with a few portfolio founders while I’m there.”
A week passes, and Marcus doesn’t follow up.
Risk: If Sophia waits for Marcus to confirm, travel and meeting logistics may become rushed and stressful. If she oversteps and books without approval, Marcus may feel his preferences weren’t considered.
Sophia is conflicted about what to do next.
</aside>
Step 1: Review the portfolio activity rubric: Make sure your submission meets expectations across clarity, decision-making, XP behaviors, execution quality, and presentation (if video).
Step 2: Record a 3-5 minute Reflection video using Zoom
Step 3: Use the AI feedback prompt below to review and revise both outputs. This step is required. PLEASE MAKE SURE YOU SUBMIT THE AI FEEDBACK ON THE WORKSHEET.
Use an AI tool (like ChatGPT, Claude, or Gemini) to check your work by using the prompt below:
I drafted clarifying questions and a short plan for the Proactive Task Ownership Case Study.
[Paste your video transcript here]
Please review my draft and give me feedback on:
- Are my proactive steps clear, realistic, and respectful of the client’s decision-making authority?
- Do my clarifying questions surface success criteria clearly (what “done well” looks like, priorities, deadlines, preferences)?
- What could I improve to make this stronger, more client-ready, and better aligned with proactive XP behaviors?
Analyze the feedback: How can this feedback help me to improve my output? What from the feedback do I want to keep or toss?