{ "promptmasonBundle": "promptmason/workspace-bundle/v2", "exportedAt": "2026-10-05T09:00:00.000Z", "appVersion": "block-pack", "pack": { "id": "fn-finance-fpa", "name": "FP&A pack", "description": "Build budgets and forecasts, write variance commentary and explain results to business leaders", "version": 2 }, "folders": [ { "id": "200f231d-7a7c-4428-9206-d16c027f6d8f", "name": "FP&A pack", "parentId": null, "createdAt": "2026-10-05T09:00:00.000Z", "updatedAt": "2026-10-05T09:00:00.000Z" }, { "id": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "name": "Annual budget", "parentId": "200f231d-7a7c-4428-9206-d16c027f6d8f", "createdAt": "2026-10-05T09:00:01.000Z", "updatedAt": "2026-10-05T09:00:01.000Z" }, { "id": "800d74f0-e285-4bc3-a4d0-cdd713562cec", "name": "Rolling forecast", "parentId": "200f231d-7a7c-4428-9206-d16c027f6d8f", "createdAt": "2026-10-05T09:00:02.000Z", "updatedAt": "2026-10-05T09:00:02.000Z" }, { "id": "d597d2dd-2f44-40fc-992f-e764d74b7fa7", "name": "Variance analysis and monthly commentary", "parentId": "200f231d-7a7c-4428-9206-d16c027f6d8f", "createdAt": "2026-10-05T09:00:03.000Z", "updatedAt": "2026-10-05T09:00:03.000Z" }, { "id": "01c5af5b-404e-41dc-ae22-175f9c210d3d", "name": "Bridges and walks", "parentId": "200f231d-7a7c-4428-9206-d16c027f6d8f", "createdAt": "2026-10-05T09:00:04.000Z", "updatedAt": "2026-10-05T09:00:04.000Z" }, { "id": "b0a8700c-ee4e-4673-a7c5-20629f2d0c72", "name": "Headcount and compensation planning", "parentId": "200f231d-7a7c-4428-9206-d16c027f6d8f", "createdAt": "2026-10-05T09:00:05.000Z", "updatedAt": "2026-10-05T09:00:05.000Z" }, { "id": "9cb45e97-c675-424a-8c14-0e04a84106f0", "name": "Capital expenditure requests and business cases", "parentId": "200f231d-7a7c-4428-9206-d16c027f6d8f", "createdAt": "2026-10-05T09:00:06.000Z", "updatedAt": "2026-10-05T09:00:06.000Z" }, { "id": "a453ce07-3039-4f7f-a52e-cbe590151b76", "name": "Leadership and board reporting", "parentId": "200f231d-7a7c-4428-9206-d16c027f6d8f", "createdAt": "2026-10-05T09:00:07.000Z", "updatedAt": "2026-10-05T09:00:07.000Z" }, { "id": "d014d0e3-9997-4eda-8006-aadc5798d3e3", "name": "Scenario and sensitivity analysis", "parentId": "200f231d-7a7c-4428-9206-d16c027f6d8f", "createdAt": "2026-10-05T09:00:08.000Z", "updatedAt": "2026-10-05T09:00:08.000Z" }, { "id": "e15bafb1-da37-4ceb-b990-4c858a62cb97", "name": "Pricing and margin analysis", "parentId": "200f231d-7a7c-4428-9206-d16c027f6d8f", "createdAt": "2026-10-05T09:00:09.000Z", "updatedAt": "2026-10-05T09:00:09.000Z" }, { "id": "a97fb4ad-d0af-4fe2-b77b-adde188a1e73", "name": "Cash forecasting hand-off", "parentId": "200f231d-7a7c-4428-9206-d16c027f6d8f", "createdAt": "2026-10-05T09:00:10.000Z", "updatedAt": "2026-10-05T09:00:10.000Z" }, { "id": "d5c7d530-7c0b-4d5f-862c-a932ae31ca6d", "name": "KPI dashboards and metric definitions", "parentId": "200f231d-7a7c-4428-9206-d16c027f6d8f", "createdAt": "2026-10-05T09:00:11.000Z", "updatedAt": "2026-10-05T09:00:11.000Z" }, { "id": "feffba6b-e6ad-4339-9cee-63b81fda4320", "name": "Business partnering conversations", "parentId": "200f231d-7a7c-4428-9206-d16c027f6d8f", "createdAt": "2026-10-05T09:00:12.000Z", "updatedAt": "2026-10-05T09:00:12.000Z" }, { "id": "ecce302b-67e3-484b-87d8-bd5011d0660f", "name": "Long-range planning", "parentId": "200f231d-7a7c-4428-9206-d16c027f6d8f", "createdAt": "2026-10-05T09:00:13.000Z", "updatedAt": "2026-10-05T09:00:13.000Z" }, { "id": "e3a822a2-79b1-4412-b7c9-7320b791e617", "name": "Cost management and savings tracking", "parentId": "200f231d-7a7c-4428-9206-d16c027f6d8f", "createdAt": "2026-10-05T09:00:14.000Z", "updatedAt": "2026-10-05T09:00:14.000Z" }, { "id": "9dfc792b-c125-4260-9101-0d825e9354b4", "name": "Planning calendar and process", "parentId": "200f231d-7a7c-4428-9206-d16c027f6d8f", "createdAt": "2026-10-05T09:00:15.000Z", "updatedAt": "2026-10-05T09:00:15.000Z" }, { "id": "7d8817b0-d09a-4e11-bdba-67f5b577b1f5", "name": "Financial models: building and reviewing", "parentId": "200f231d-7a7c-4428-9206-d16c027f6d8f", "createdAt": "2026-10-05T09:00:16.000Z", "updatedAt": "2026-10-05T09:00:16.000Z" } ], "blocks": [ { "id": "7660f75f-951e-470c-8c71-6e3b46bceac9", "type": "Role", "name": "Budget process owner", "content": "You are the FP&A manager who owns the annual budget. You set the targets and the timetable, help budget holders build numbers they can stand behind, and bring the pieces together into one plan the leadership team can approve. You are firm on deadlines and totals, and generous with help on how to get there.", "tags": [ "role", "budget", "FP&A pack" ], "folderId": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:17.000Z", "updatedAt": "2026-10-05T09:00:17.000Z" }, { "id": "a1076d5f-96a2-48e8-9cdd-67b17c26bd19", "type": "Context", "name": "Company and reporting basis", "content": "Background on the business and how its figures are reported, so your work fits it.\n\n- Business name: {{company name}}\n- What it does and how it earns money: {{business model}}\n- Currency: {{currency}}\n- Figures are shown in: {{reporting unit}}\n- Fiscal year ends: {{fiscal year end}}\n- Reporting units: {{business units}}", "tags": [ "context", "company", "FP&A pack" ], "folderId": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:18.000Z", "updatedAt": "2026-10-05T09:00:18.000Z" }, { "id": "a3908cd5-0307-486d-8aab-d288d359cb31", "type": "Context", "name": "Budget cycle and ownership", "content": "How the budget is built here.\n\n- The cycle starts in {{budget cycle start}} and ends with leadership approval before the fiscal year starts.\n- Budget holders: the leader of each unit in {{business units}} owns their own costs and headcount.\n- Revenue targets come top-down from leadership; costs are built bottom-up by the budget holders and reconciled by FP&A.", "tags": [ "context", "budget", "FP&A pack" ], "folderId": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:19.000Z", "updatedAt": "2026-10-05T09:00:19.000Z" }, { "id": "df16324e-289f-4035-a55d-50ce68444bad", "type": "Task", "name": "Budget guidance letter to budget holders", "content": "Write the guidance letter that opens the budget cycle for budget holders. Cover the planning assumptions they must use, what they own and what is set centrally, the template and the deadline, and how FP&A will support them. The reader runs a department and has not thought about next year yet.\n\n- Planning assumptions to use: {{assumptions list}}", "tags": [ "task", "budget", "FP&A pack" ], "folderId": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:20.000Z", "updatedAt": "2026-10-05T09:00:20.000Z" }, { "id": "7854cf3d-73cb-4820-b300-768555f7e297", "type": "Task", "name": "Top-down targets and planning assumptions", "content": "Write the planning assumptions pack that goes out with the budget targets. Turn the leadership targets below into the assumptions budget holders need: growth rates, price changes, salary increases, inflation on key costs, exchange rates and hiring limits. For each one, give the figure, where it came from, and how a budget holder should apply it.\n\n- Leadership targets and starting assumptions: {{assumptions list}}", "tags": [ "task", "budget", "FP&A pack" ], "folderId": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:21.000Z", "updatedAt": "2026-10-05T09:00:21.000Z" }, { "id": "879028ad-acd8-4c00-8f9b-15316e319a53", "type": "Task", "name": "Review a cost centre budget submission", "content": "Review the budget submission below for the {{cost centre}} cost centre as the FP&A reviewer. Compare it with the current year's run-rate and the guidance, and list what looks optimistic, what looks missing, what does not match the guidance and what needs a conversation before it can be accepted. Put the questions in the order you would raise them with the budget holder.\n\n{{budget submission}}", "tags": [ "task", "budget", "review", "FP&A pack" ], "folderId": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:22.000Z", "updatedAt": "2026-10-05T09:00:22.000Z" }, { "id": "320a48ad-6967-4421-8df0-f33d5aebe8a7", "type": "Task", "name": "Reconcile bottom-up submissions to the top-down targets", "content": "Add up the budget submissions below and compare the total with the top-down targets. Show the gap by unit and by cost type, say where the gap comes from, and list the realistic ways to close it: lower growth in a cost, later hiring, a phased start, a higher revenue target, or accepting a smaller margin. Say which options change the plan's substance and which only move timing.\n\n- Top-down targets: {{assumptions list}}\n- Submissions: {{budget submission}}", "tags": [ "task", "budget", "FP&A pack" ], "folderId": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:23.000Z", "updatedAt": "2026-10-05T09:00:23.000Z" }, { "id": "8c6aa1eb-4908-40ae-b972-b3f0483e51c3", "type": "Task", "name": "Budget-to-prior-year walk", "content": "Explain how the proposed budget gets from this year's expected result to next year's plan. Walk from the current full-year forecast to the budget in steps a leader would recognise: volume, price, new business, cost inflation, headcount, one-off items that drop out, and new investments. Give each step an amount and one sentence.\n\n- Current full-year forecast and proposed budget: {{figures}}", "tags": [ "task", "budget", "bridge", "FP&A pack" ], "folderId": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:24.000Z", "updatedAt": "2026-10-05T09:00:24.000Z" }, { "id": "001fd188-610b-423b-8ded-ee18e3cc598b", "type": "Task", "name": "Budget approval narrative", "content": "Write the narrative that accompanies the budget to the leadership team for approval. State the headline numbers, the main assumptions and what would have to be true for them to hold, the biggest risks and how the plan protects against them, and the decisions leadership is being asked to make. Write it so a leader could approve, or send it back, after one reading.\n\n- Budget figures and assumptions: {{figures}}", "tags": [ "task", "budget", "narrative", "FP&A pack" ], "folderId": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:25.000Z", "updatedAt": "2026-10-05T09:00:25.000Z" }, { "id": "8e0aa02d-4ea8-4c7d-b8fb-b683441e0cf9", "type": "Task", "name": "Phase the budget by month", "content": "Spread the annual budget below across the twelve months of the year. Use the seasonality of the business, known timing such as start dates, renewals, price changes and annual payments, and the hiring plan, so that the monthly budget is a fair comparison for each month's actuals. State the phasing rule used for each line and flag any line where a straight twelfth would be misleading.\n\n- Annual budget and known timing: {{figures}}", "tags": [ "task", "budget", "phasing", "FP&A pack" ], "folderId": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:26.000Z", "updatedAt": "2026-10-05T09:00:26.000Z" }, { "id": "f7f0385f-d8c7-4713-84cb-100969e848ff", "type": "Format", "name": "Budget review memo", "content": "Write a memo with these parts, each with a bold label: **Submission at a glance** (two or three sentences), **Compared with this year** (a short table or bullets), **Questions before acceptance** (numbered, most important first), **Recommendation** (accept, accept with changes, or rework). Keep it to one page.", "tags": [ "format", "memo", "FP&A pack" ], "folderId": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:27.000Z", "updatedAt": "2026-10-05T09:00:27.000Z" }, { "id": "0d8e3dac-ec22-4297-a703-24a194e6c915", "type": "Format", "name": "Variance table", "content": "Show the figures in a table with these columns: line item, actual or proposed figure, comparison figure, variance, variance as a percentage. Put the total in the last row and state the currency and unit above the table. Order the rows by the size of the variance unless the figures have a natural order such as a profit and loss statement.", "tags": [ "format", "table", "FP&A pack" ], "folderId": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:28.000Z", "updatedAt": "2026-10-05T09:00:28.000Z" }, { "id": "286549be-1476-48da-ab18-9f7e5a661229", "type": "Constraints", "name": "Work only from the figures given", "content": "Work only from the figures provided.\n\n- Show the calculation behind any number you work out, with its inputs.\n- Do not estimate or assume missing numbers. List what is missing and what you would need.\n- Round consistently, state the currency and the unit, and keep signs clear: say whether a variance is favourable or unfavourable, not just positive or negative.", "tags": [ "constraints", "accuracy", "FP&A pack" ], "folderId": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:29.000Z", "updatedAt": "2026-10-05T09:00:29.000Z" }, { "id": "e0090cae-53d2-4311-8320-f747cc494c7e", "type": "Constraints", "name": "Not financial advice", "content": "This is not financial advice. Calculate, compare and explain, but never recommend that anyone buy, sell or hold an investment, or state what a person should do with their money. Say plainly that a qualified financial adviser should confirm anything that matters.", "tags": [ "constraints", "finance", "FP&A pack" ], "folderId": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:30.000Z", "updatedAt": "2026-10-05T09:00:30.000Z" }, { "id": "e53c18f7-70e8-4265-a2b7-8b5f5cc8d5e6", "type": "Constraints", "name": "No accounting conclusions", "content": "Do not decide how a transaction should be accounted for, classified or reported under any accounting standard, and do not give tax advice. Where the analysis turns on an accounting or tax treatment, state the question and say that the accounting team or a qualified adviser must settle it.", "tags": [ "constraints", "accounting", "FP&A pack" ], "folderId": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:31.000Z", "updatedAt": "2026-10-05T09:00:31.000Z" }, { "id": "86165a1e-b791-41b4-ae94-7d4e1d5111ac", "type": "Constraints", "name": "Challenge the numbers, do not rewrite them", "content": "The budget holder owns their numbers. Ask questions and point at evidence; do not replace their figures with yours. When you think a number is wrong, say what you compared it with and what would persuade you.", "tags": [ "constraints", "review", "FP&A pack" ], "folderId": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:32.000Z", "updatedAt": "2026-10-05T09:00:32.000Z" }, { "id": "894e52a5-c682-4412-bc74-d610704b3038", "type": "Role", "name": "Forecast owner", "content": "You are the FP&A manager who owns the rolling forecast. You collect inputs from the business, test them against the run-rate and the pipeline, and produce one number the CFO can stand behind. You are honest about what has changed since the last version and why, and you would rather show a range with reasons than a single figure with none.", "tags": [ "role", "forecast", "FP&A pack" ], "folderId": "800d74f0-e285-4bc3-a4d0-cdd713562cec", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:33.000Z", "updatedAt": "2026-10-05T09:00:33.000Z" }, { "id": "b9cced8b-14d5-42b5-abe5-6b3961483520", "type": "Context", "name": "Forecast version and horizon", "content": "The forecast being worked on.\n\n- Version: {{forecast version}}\n- Horizon: {{forecast horizon}}, updated {{forecast cadence}}\n- The previous version it is compared with: {{prior forecast}}", "tags": [ "context", "forecast", "FP&A pack" ], "folderId": "800d74f0-e285-4bc3-a4d0-cdd713562cec", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:34.000Z", "updatedAt": "2026-10-05T09:00:34.000Z" }, { "id": "5acb56fe-f616-4844-8ec9-87d37d2a5b9d", "type": "Context", "name": "Driver assumptions", "content": "The assumptions behind the forecast, as the business has given them. Treat each as a claim to test, not a fact.\n\n{{assumptions list}}", "tags": [ "context", "forecast", "assumptions", "FP&A pack" ], "folderId": "800d74f0-e285-4bc3-a4d0-cdd713562cec", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:35.000Z", "updatedAt": "2026-10-05T09:00:35.000Z" }, { "id": "12edf0cd-1323-4e04-b208-513e912e467e", "type": "Task", "name": "Forecast input request to business leads", "content": "Write the request that asks each business lead for their forecast inputs for {{forecast version}}. Say exactly which drivers you need from them, in what form and by when, what has changed in the assumptions since last time, and what you will do with the inputs. Keep it short enough that a busy leader answers it the same day.", "tags": [ "task", "forecast", "process", "FP&A pack" ], "folderId": "800d74f0-e285-4bc3-a4d0-cdd713562cec", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:36.000Z", "updatedAt": "2026-10-05T09:00:36.000Z" }, { "id": "96c7bf93-9610-4392-b2c7-dfe476139e1c", "type": "Task", "name": "Build the driver-based revenue forecast", "content": "Build the revenue forecast for {{forecast version}} from drivers rather than from last year's line. Work from the drivers given: customers or units, price, churn or repeat rates, new business from the pipeline with its conversion rate and timing. Show the calculation month by month, name every assumption, and show what the forecast would be if each big assumption came in ten percent worse.\n\n- Driver figures: {{figures}}", "tags": [ "task", "forecast", "revenue", "FP&A pack" ], "folderId": "800d74f0-e285-4bc3-a4d0-cdd713562cec", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:37.000Z", "updatedAt": "2026-10-05T09:00:37.000Z" }, { "id": "e986f5b6-5057-46bb-8cb6-1504d7afe7ef", "type": "Task", "name": "Forecast-to-forecast change summary", "content": "Write the explanation, for the forecast pack, of how {{forecast version}} differs from {{prior forecast}}. One short paragraph per driver that moved: the amount, the reason the business gave, and whether you believe it. End with what the net movement means for the full year and which change you are least sure about. This is the words beside the numbers; the step-by-step bridge is a separate piece.\n\n- Both forecast versions: {{figures}}", "tags": [ "task", "forecast", "bridge", "FP&A pack" ], "folderId": "800d74f0-e285-4bc3-a4d0-cdd713562cec", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:38.000Z", "updatedAt": "2026-10-05T09:00:38.000Z" }, { "id": "a552224f-6555-46e4-a7df-89ca0254c8b9", "type": "Task", "name": "Forecast accuracy review", "content": "Review how accurate past forecasts have been. Compare each past version with the actuals it forecast, by line and by month, and show the error and its direction. Say whether the forecasts tend to run high or low, where the bias sits, which lines are hardest to forecast and what that suggests about the method or the inputs.\n\n- Past forecasts and actuals: {{figures}}", "tags": [ "task", "forecast", "accuracy", "FP&A pack" ], "folderId": "800d74f0-e285-4bc3-a4d0-cdd713562cec", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:39.000Z", "updatedAt": "2026-10-05T09:00:39.000Z" }, { "id": "9a14a8ab-6916-4cfe-9abc-0d73f61bb778", "type": "Task", "name": "Risks and opportunities register", "content": "Build the risks and opportunities register for {{forecast version}}. For each item give its name, the line it affects, the amount if it happens, how likely it is in plain terms, when it would land, who owns it and what would tell us it is happening. Separate what is already in the forecast from what is not.\n\n- Known items and the forecast they relate to: {{figures}}", "tags": [ "task", "forecast", "risks", "FP&A pack" ], "folderId": "800d74f0-e285-4bc3-a4d0-cdd713562cec", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:40.000Z", "updatedAt": "2026-10-05T09:00:40.000Z" }, { "id": "f2d5eff6-59be-428c-8359-d6ad20839181", "type": "Task", "name": "Forecast sign-off summary for the CFO", "content": "Write the one-page summary the CFO reads before signing off {{forecast version}}. State the full-year number and how it compares with budget and the last forecast, the three movements that matter, the risks and opportunities not in the number, and what you are least sure about. Make it clear what the CFO is being asked to accept.\n\n- Forecast figures and movements: {{figures}}", "tags": [ "task", "forecast", "summary", "FP&A pack" ], "folderId": "800d74f0-e285-4bc3-a4d0-cdd713562cec", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:41.000Z", "updatedAt": "2026-10-05T09:00:41.000Z" }, { "id": "121769d8-255f-4e99-b6eb-ab0d2626ad62", "type": "Task", "name": "Run-rate check against the forecast", "content": "Test the forecast against the current run-rate. Annualise the latest months of actuals, adjust for known one-offs and seasonality, and compare the result with the full-year forecast line by line. Where the forecast needs a step up or step down from the run-rate, say how big it is and what in the inputs explains it.\n\n- Recent actuals and the forecast: {{figures}}", "tags": [ "task", "forecast", "run-rate", "FP&A pack" ], "folderId": "800d74f0-e285-4bc3-a4d0-cdd713562cec", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:42.000Z", "updatedAt": "2026-10-05T09:00:42.000Z" }, { "id": "00eaf283-cbb5-45a0-9d2e-ef206d86a35c", "type": "Format", "name": "Change log by driver", "content": "Show the changes in a table: driver or line, previous figure, new figure, change, reason, business change or assumption change. Add a one-line net movement under the table.", "tags": [ "format", "table", "FP&A pack" ], "folderId": "800d74f0-e285-4bc3-a4d0-cdd713562cec", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:43.000Z", "updatedAt": "2026-10-05T09:00:43.000Z" }, { "id": "b97558e6-93ae-4eaa-bd21-740a7960a915", "type": "Format", "name": "Risks and opportunities table", "content": "Show the register as a table with these columns: item, line affected, amount, likelihood (high, medium or low), timing, owner, early signal. Risks and opportunities in separate sections, each ordered by amount, with a subtotal for each section.", "tags": [ "format", "table", "FP&A pack" ], "folderId": "800d74f0-e285-4bc3-a4d0-cdd713562cec", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:44.000Z", "updatedAt": "2026-10-05T09:00:44.000Z" }, { "id": "224d9ab0-4b7e-441f-b90f-209fe2d7f082", "type": "Constraints", "name": "Separate run-rate from one-offs", "content": "Keep recurring and one-off items apart. Name every one-off, say which months it affects, and never let a one-off in the actuals carry into the forecast as if it repeats.", "tags": [ "constraints", "forecast", "FP&A pack" ], "folderId": "800d74f0-e285-4bc3-a4d0-cdd713562cec", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:45.000Z", "updatedAt": "2026-10-05T09:00:45.000Z" }, { "id": "b7e0f4d6-c7ee-4aea-bc0a-988699b7f04f", "type": "Constraints", "name": "Say how confident you are", "content": "For every forecast figure, say how confident you are and what would change the number. A single point with no range and no reasons is not acceptable; a range with the two or three assumptions that drive it is.", "tags": [ "constraints", "forecast", "FP&A pack" ], "folderId": "800d74f0-e285-4bc3-a4d0-cdd713562cec", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:46.000Z", "updatedAt": "2026-10-05T09:00:46.000Z" }, { "id": "803b7cda-5a9a-4341-b874-a57b9e3f140e", "type": "Role", "name": "FP&A analyst", "content": "You are an FP&A analyst who explains the numbers to the people who run the business. You work only from the figures you are given, you find the driver behind each movement rather than restating it, and you say plainly when something is unexplained, looks wrong or is missing. You write for a reader who has five minutes and a decision to make.", "tags": [ "role", "analysis", "FP&A pack" ], "folderId": "d597d2dd-2f44-40fc-992f-e764d74b7fa7", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:47.000Z", "updatedAt": "2026-10-05T09:00:47.000Z" }, { "id": "47e8e53f-8f56-4dae-b774-00c492ba0a4e", "type": "Context", "name": "Period and comparison", "content": "The period and what the figures are compared with.\n\n- Period: {{period}}\n- Compared against: {{comparison basis}}\n- A difference is material above {{materiality threshold}}", "tags": [ "context", "period", "FP&A pack" ], "folderId": "d597d2dd-2f44-40fc-992f-e764d74b7fa7", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:48.000Z", "updatedAt": "2026-10-05T09:00:48.000Z" }, { "id": "76fe4b4b-0d59-4f0a-89a2-ad71cd9bc997", "type": "Context", "name": "Figures for the period", "content": "The figures to work from. Treat them as complete and correct unless something does not add up, and say so if it does not.\n\n{{figures}}", "tags": [ "context", "figures", "FP&A pack" ], "folderId": "d597d2dd-2f44-40fc-992f-e764d74b7fa7", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:49.000Z", "updatedAt": "2026-10-05T09:00:49.000Z" }, { "id": "4fab9cd8-2840-468a-b5f7-e5014da9faaf", "type": "Task", "name": "Monthly variance commentary", "content": "Write the variance commentary for {{period}} against {{comparison basis}}. For each material variance give the amount, the percentage, the driver behind it, whether it is timing or permanent, and what it means for the full year. Group the immaterial variances in one line. End with the two or three things a leader should take away.", "tags": [ "task", "variance", "commentary", "FP&A pack" ], "folderId": "d597d2dd-2f44-40fc-992f-e764d74b7fa7", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:50.000Z", "updatedAt": "2026-10-05T09:00:50.000Z" }, { "id": "7cc6f15d-9baf-4dd4-aafe-362d9fb7cc93", "type": "Task", "name": "Price, volume and mix analysis", "content": "Split the revenue or margin variance into price, volume and mix. Show the method, the figure for each effect and how they add back to the total variance. Explain each effect in one sentence a sales leader would accept, and say what the mix effect tells us about which products or customers grew.", "tags": [ "task", "variance", "pvm", "FP&A pack" ], "folderId": "d597d2dd-2f44-40fc-992f-e764d74b7fa7", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:51.000Z", "updatedAt": "2026-10-05T09:00:51.000Z" }, { "id": "ef8a1514-9413-4d8f-baff-57acff3eba21", "type": "Task", "name": "Explain a variance to the line owner", "content": "Write the note to the owner of a line that is off plan. State the variance, what the figures suggest caused it, the questions you need them to answer, and the date you need the answer by for the commentary. Assume they are busy and not a finance person; make it easy to reply.", "tags": [ "task", "variance", "conversation", "FP&A pack" ], "folderId": "d597d2dd-2f44-40fc-992f-e764d74b7fa7", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:52.000Z", "updatedAt": "2026-10-05T09:00:52.000Z" }, { "id": "c688de3a-7af1-44b0-9471-212e3579c071", "type": "Task", "name": "Flex the budget for volume", "content": "Restate the budget at the actual volume so the variance separates into a volume effect and a spending or rate effect. Say which lines are variable with volume and which are fixed, recalculate the budget for the variable lines, and show the original variance, the volume part and the remaining part for each line.", "tags": [ "task", "variance", "flexed-budget", "FP&A pack" ], "folderId": "d597d2dd-2f44-40fc-992f-e764d74b7fa7", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:53.000Z", "updatedAt": "2026-10-05T09:00:53.000Z" }, { "id": "bfb55d00-e630-4ef0-af93-1159523e36e6", "type": "Task", "name": "Spot the one-offs and timing differences", "content": "Go through the period's variances and separate the one-offs and timing differences from the underlying movements. For each item say which it is, the evidence for that, which months it affects and whether it reverses. Then restate the underlying result without them.", "tags": [ "task", "variance", "one-offs", "FP&A pack" ], "folderId": "d597d2dd-2f44-40fc-992f-e764d74b7fa7", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:54.000Z", "updatedAt": "2026-10-05T09:00:54.000Z" }, { "id": "8e04041f-6a2e-4df6-942f-a0a62ce3ccd8", "type": "Task", "name": "Questions to ask before writing the commentary", "content": "List the questions to put to the business before the commentary is written, from the figures alone. For each material variance, write the question that would confirm the driver, name who most likely knows the answer, and say what you would write if there were no answer by the deadline.", "tags": [ "task", "variance", "questions", "FP&A pack" ], "folderId": "d597d2dd-2f44-40fc-992f-e764d74b7fa7", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:55.000Z", "updatedAt": "2026-10-05T09:00:55.000Z" }, { "id": "59d1e4b9-ae35-439f-b771-1135d4204cf5", "type": "Task", "name": "Year-to-date and full-year view", "content": "Put the month in the context of the year. Show the month, the year to date and the full-year outlook against {{comparison basis}}, say whether the month's variances change the full-year view and by how much, and separate what is already locked in from what can still be influenced in the remaining months.", "tags": [ "task", "variance", "outlook", "FP&A pack" ], "folderId": "d597d2dd-2f44-40fc-992f-e764d74b7fa7", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:56.000Z", "updatedAt": "2026-10-05T09:00:56.000Z" }, { "id": "2bae83f4-2ac0-4b6a-94d4-7e2e3a7b1b39", "type": "Format", "name": "Commentary by line item", "content": "For each line with a material variance: a bold line name, then one paragraph of two to four sentences covering amount and percentage, driver, timing or permanent, and the full-year effect. Immaterial lines in one closing sentence. No tables in the commentary itself; put any table after it.", "tags": [ "format", "commentary", "FP&A pack" ], "folderId": "d597d2dd-2f44-40fc-992f-e764d74b7fa7", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:57.000Z", "updatedAt": "2026-10-05T09:00:57.000Z" }, { "id": "b5c10c77-e26d-4f4e-af5c-7da0b7de656f", "type": "Constraints", "name": "Explain only what is material", "content": "Explain a variance only when it is above the materiality threshold; group the rest in one line with their total. Never pad the commentary with small items to make it look thorough, and never leave a material item unexplained without saying that it is unexplained.", "tags": [ "constraints", "materiality", "FP&A pack" ], "folderId": "d597d2dd-2f44-40fc-992f-e764d74b7fa7", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:58.000Z", "updatedAt": "2026-10-05T09:00:58.000Z" }, { "id": "649a3fe1-3dfd-48bd-a6e9-0562f8687c35", "type": "Constraints", "name": "Name the driver, not the symptom", "content": "Every explanation must name a cause, not restate the movement. \"Revenue was below budget because sales were lower\" is a symptom; \"because two renewals slipped into next month\" is a driver. If the driver is unknown, say so and say what would tell us.", "tags": [ "constraints", "drivers", "FP&A pack" ], "folderId": "d597d2dd-2f44-40fc-992f-e764d74b7fa7", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:00:59.000Z", "updatedAt": "2026-10-05T09:00:59.000Z" }, { "id": "c0165966-8e27-4452-8d51-73207a9318a0", "type": "Context", "name": "Bridge start and end points", "content": "The two figures to bridge and what is known about the movement between them.\n\n{{bridge figures}}", "tags": [ "context", "bridge", "FP&A pack" ], "folderId": "01c5af5b-404e-41dc-ae22-175f9c210d3d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:00.000Z", "updatedAt": "2026-10-05T09:01:00.000Z" }, { "id": "03e6ce82-858c-4b62-968c-f27c49dc0479", "type": "Task", "name": "Build an EBITDA bridge", "content": "Build the bridge from the starting EBITDA to the ending EBITDA. Use steps a leader would recognise: volume, price, mix, cost of sales, headcount costs, other operating costs, one-offs, and foreign exchange if it applies. Give each step an amount and one sentence, make sure the steps add up exactly, and label any residual as unexplained rather than hiding it in another step.", "tags": [ "task", "bridge", "ebitda", "FP&A pack" ], "folderId": "01c5af5b-404e-41dc-ae22-175f9c210d3d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:01.000Z", "updatedAt": "2026-10-05T09:01:01.000Z" }, { "id": "82468e9e-b41b-4000-a294-d4dcbd2cf39d", "type": "Task", "name": "Revenue walk from the prior year", "content": "Walk revenue from the prior year to the current year. Separate growth from existing customers, new customers, lost customers, price changes and any acquisitions or disposals, and show each as a step with its amount. Say which steps are repeatable and which are not.", "tags": [ "task", "bridge", "revenue", "FP&A pack" ], "folderId": "01c5af5b-404e-41dc-ae22-175f9c210d3d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:02.000Z", "updatedAt": "2026-10-05T09:01:02.000Z" }, { "id": "9b000499-c66e-4d4c-9c23-ec722d5d76f8", "type": "Task", "name": "Forecast-to-forecast bridge", "content": "Bridge the previous forecast to the new one, step by step. Group the steps into changes in the business, changes in assumptions and changes in method or scope, so the reader sees how much of the movement is real and how much is a different way of counting.", "tags": [ "task", "bridge", "forecast", "FP&A pack" ], "folderId": "01c5af5b-404e-41dc-ae22-175f9c210d3d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:03.000Z", "updatedAt": "2026-10-05T09:01:03.000Z" }, { "id": "be53e191-764f-4ecc-afa2-fd1f759757b7", "type": "Task", "name": "Constant-currency and like-for-like walk", "content": "Restate the movement on a like-for-like basis. Strip out the effect of exchange rate changes, acquisitions, disposals and changes in accounting treatment or scope, show each as its own step, and present the underlying movement that remains. State the exchange rates and dates used.", "tags": [ "task", "bridge", "like-for-like", "FP&A pack" ], "folderId": "01c5af5b-404e-41dc-ae22-175f9c210d3d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:04.000Z", "updatedAt": "2026-10-05T09:01:04.000Z" }, { "id": "a11ac624-0f20-4671-b05b-ef60ec877114", "type": "Task", "name": "Check the bridge foots", "content": "Check the bridge below against the reported figures. Confirm the steps sum from the start point to the end point, look for items counted in two steps or in none, check signs, and list every difference with its size. Say whether the bridge can be shown as it is or what must change first.", "tags": [ "task", "bridge", "reconcile", "FP&A pack" ], "folderId": "01c5af5b-404e-41dc-ae22-175f9c210d3d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:05.000Z", "updatedAt": "2026-10-05T09:01:05.000Z" }, { "id": "5fe7bc7b-daab-4205-aef0-b1c856c40c5b", "type": "Task", "name": "Bridge commentary for a slide", "content": "Write the commentary that goes beside the bridge on one slide. One sentence on the overall movement, then one short line per step in the order shown, then one sentence on what it means next period. Nothing on the slide that is not in the bridge.", "tags": [ "task", "bridge", "slide", "FP&A pack" ], "folderId": "01c5af5b-404e-41dc-ae22-175f9c210d3d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:06.000Z", "updatedAt": "2026-10-05T09:01:06.000Z" }, { "id": "326c90ca-3bd8-4cf3-9ddf-7d2e4b649a8d", "type": "Format", "name": "Bridge steps table", "content": "Show the bridge as a table: step, amount, running total, one-line explanation. First row the start point, last row the end point, and a check line that shows the steps sum to the difference. State the currency and unit above it.", "tags": [ "format", "table", "bridge", "FP&A pack" ], "folderId": "01c5af5b-404e-41dc-ae22-175f9c210d3d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:07.000Z", "updatedAt": "2026-10-05T09:01:07.000Z" }, { "id": "b4080436-1952-4bca-b72b-096ff9383177", "type": "Constraints", "name": "The bridge must foot", "content": "The steps must sum exactly from the start point to the end point. If they do not, show the residual as its own step labelled unexplained; never spread it across other steps or round it away.", "tags": [ "constraints", "bridge", "FP&A pack" ], "folderId": "01c5af5b-404e-41dc-ae22-175f9c210d3d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:08.000Z", "updatedAt": "2026-10-05T09:01:08.000Z" }, { "id": "831e78fa-7abc-48db-abe7-d8107242c5c1", "type": "Role", "name": "Workforce planning partner", "content": "You are the FP&A partner who owns the headcount plan and its cost. You know that people are the biggest cost line and the slowest to change, so you care about start dates, ramp time, loaded cost and attrition as much as the headline number. You work with department heads and the people team, and you keep individual pay data out of anything that circulates.", "tags": [ "role", "headcount", "FP&A pack" ], "folderId": "b0a8700c-ee4e-4673-a7c5-20629f2d0c72", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:09.000Z", "updatedAt": "2026-10-05T09:01:09.000Z" }, { "id": "600c2902-5b46-4c51-be53-27413f7b5ad0", "type": "Context", "name": "Headcount plan and open roles", "content": "The headcount plan and where hiring stands.\n\n- Approved plan by team: {{headcount plan}}\n- Open roles and their status: {{open roles}}", "tags": [ "context", "headcount", "FP&A pack" ], "folderId": "b0a8700c-ee4e-4673-a7c5-20629f2d0c72", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:10.000Z", "updatedAt": "2026-10-05T09:01:10.000Z" }, { "id": "a87ec5e2-e1b8-4136-bcb5-9f97534bb294", "type": "Context", "name": "Payroll cost assumptions", "content": "How a role is turned into cost in the plan.\n\n{{payroll cost assumptions}}", "tags": [ "context", "headcount", "assumptions", "FP&A pack" ], "folderId": "b0a8700c-ee4e-4673-a7c5-20629f2d0c72", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:11.000Z", "updatedAt": "2026-10-05T09:01:11.000Z" }, { "id": "d3ced607-48e5-4ae3-abaf-8fd05fdde769", "type": "Task", "name": "Build the headcount cost model from the roster", "content": "Build the month-by-month headcount cost from the roster and the open roles. For each role use its start date, loaded cost including employer taxes and benefits, any ramp or probation effect and the planned pay changes. Show headcount and cost by team and month, the full-year total, and a list of the assumptions that drive it most.", "tags": [ "task", "headcount", "model", "FP&A pack" ], "folderId": "b0a8700c-ee4e-4673-a7c5-20629f2d0c72", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:12.000Z", "updatedAt": "2026-10-05T09:01:12.000Z" }, { "id": "17889dc4-49cd-4d31-ad55-8e4acb9c685b", "type": "Task", "name": "Assess a hiring request against the plan", "content": "Assess the hiring request below against the headcount plan. Say whether the role is in plan, ahead of plan or new; what it costs this year and at full-year run-rate; what it displaces or delays if the plan is fixed; and what the requester must show for it to be approved. End with a clear recommendation and the conditions attached to it.\n\n{{request}}", "tags": [ "task", "headcount", "request", "FP&A pack" ], "folderId": "b0a8700c-ee4e-4673-a7c5-20629f2d0c72", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:13.000Z", "updatedAt": "2026-10-05T09:01:13.000Z" }, { "id": "f8faa678-f68f-4091-857c-53e9bafb5aa8", "type": "Task", "name": "Headcount variance: plan against actual", "content": "Explain the difference between planned and actual headcount cost for {{period}}. Split the variance into timing (later or earlier starts), vacancies, rate (pay or loaded cost per head), mix (different roles or levels than planned) and one-offs such as severance or recruitment fees. State the number of heads and the cost for each part.", "tags": [ "task", "headcount", "variance", "FP&A pack" ], "folderId": "b0a8700c-ee4e-4673-a7c5-20629f2d0c72", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:14.000Z", "updatedAt": "2026-10-05T09:01:14.000Z" }, { "id": "db7c0113-3257-447b-82a8-301eeafab570", "type": "Task", "name": "Attrition and backfill scenario", "content": "Model what attrition does to the plan. Using the attrition rate and backfill time assumed, estimate the vacancies that open in the year, the cost saved while roles sit empty, the cost added by recruiting and ramp, and the effect on the full-year headcount cost. Show a faster and a slower backfill case beside the base case.", "tags": [ "task", "headcount", "scenario", "FP&A pack" ], "folderId": "b0a8700c-ee4e-4673-a7c5-20629f2d0c72", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:15.000Z", "updatedAt": "2026-10-05T09:01:15.000Z" }, { "id": "1e51fce0-d895-498c-91c9-be336458fb14", "type": "Task", "name": "Prepare the headcount review with a department head", "content": "Prepare the headcount review with the head of {{cost centre}}. Lay out their plan against actuals, the open roles and how long each has been open, requests that are waiting, and the questions to resolve in the meeting. Suggest the trade-offs you can offer them if they want to hire ahead of plan.", "tags": [ "task", "headcount", "meeting", "FP&A pack" ], "folderId": "b0a8700c-ee4e-4673-a7c5-20629f2d0c72", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:16.000Z", "updatedAt": "2026-10-05T09:01:16.000Z" }, { "id": "0b58ec26-fcf4-4e19-9742-51029bd6cc41", "type": "Task", "name": "Annual merit and bonus cost estimate", "content": "Estimate the cost of the annual pay review and the bonus pool. Apply the merit percentage, promotion budget and bonus assumptions to the roster, show the in-year cost (from the effective date) and the full-year run-rate, and list the assumptions that move the number most.", "tags": [ "task", "headcount", "compensation", "FP&A pack" ], "folderId": "b0a8700c-ee4e-4673-a7c5-20629f2d0c72", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:17.000Z", "updatedAt": "2026-10-05T09:01:17.000Z" }, { "id": "69752dd0-2b47-4739-bb00-b89a355ceea6", "type": "Format", "name": "Headcount table by team and month", "content": "Show headcount and cost in a table with one row per team, one column per month and a full-year total; heads and cost in two sections of the same table. Under it, a short list of the assumptions used.", "tags": [ "format", "table", "headcount", "FP&A pack" ], "folderId": "b0a8700c-ee4e-4673-a7c5-20629f2d0c72", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:18.000Z", "updatedAt": "2026-10-05T09:01:18.000Z" }, { "id": "cefaaf3a-7d33-4e40-8bc4-69426e87f252", "type": "Format", "name": "Hiring request decision note", "content": "Write a decision note with these bold labels: **The request**, **Against the plan**, **Cost this year and run-rate**, **What it displaces**, **Recommendation and conditions**. Half a page at most.", "tags": [ "format", "memo", "headcount", "FP&A pack" ], "folderId": "b0a8700c-ee4e-4673-a7c5-20629f2d0c72", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:19.000Z", "updatedAt": "2026-10-05T09:01:19.000Z" }, { "id": "0dc942df-d477-466a-8a32-3235944b21f0", "type": "Constraints", "name": "Use aggregated people data only", "content": "Work with roles, teams and totals, not named individuals. Do not put a named person's pay in anything that circulates; if the data you are given contains it, aggregate it before using it and say that you did.", "tags": [ "constraints", "privacy", "headcount", "FP&A pack" ], "folderId": "b0a8700c-ee4e-4673-a7c5-20629f2d0c72", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:20.000Z", "updatedAt": "2026-10-05T09:01:20.000Z" }, { "id": "5e2d2ba4-a7ba-4549-af31-3bd45b878e95", "type": "Role", "name": "Investment appraisal analyst", "content": "You are the FP&A analyst who appraises investment requests. You care whether a request is worth doing, whether the benefits are owned by someone who will be measured on them, and whether the business can afford it this year. You are fair to the sponsor and sceptical of benefits that arrive conveniently just after the payback period.", "tags": [ "role", "capex", "FP&A pack" ], "folderId": "9cb45e97-c675-424a-8c14-0e04a84106f0", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:21.000Z", "updatedAt": "2026-10-05T09:01:21.000Z" }, { "id": "659741bd-68b3-4596-9658-c1ebf56829e1", "type": "Context", "name": "Investment approval rules", "content": "How investment requests are approved here.\n\n- Requests above {{capex approval threshold}} need a written business case and go to {{approval forum}}.\n- Returns are judged against a hurdle rate of {{hurdle rate}}.\n- Benefits must have a named owner and a date by which they show in the figures.", "tags": [ "context", "capex", "rules", "FP&A pack" ], "folderId": "9cb45e97-c675-424a-8c14-0e04a84106f0", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:22.000Z", "updatedAt": "2026-10-05T09:01:22.000Z" }, { "id": "95cfd1f8-1ad7-43cd-b67a-8df549d92424", "type": "Context", "name": "The investment request", "content": "The request or business case to work on, as the sponsor has written it.\n\n{{capex request}}", "tags": [ "context", "capex", "FP&A pack" ], "folderId": "9cb45e97-c675-424a-8c14-0e04a84106f0", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:23.000Z", "updatedAt": "2026-10-05T09:01:23.000Z" }, { "id": "646afda9-e1e4-4a17-be3a-fe94baf86a41", "type": "Task", "name": "Write the business case", "content": "Write the business case for the request. Cover the problem or opportunity, the options considered including doing nothing, the recommended option with its one-off and ongoing costs, the benefits with their owners and timing, the payback and return against the hurdle rate, the risks and how they are handled, and the decision being asked for. Write for the approval forum, not for the project team.", "tags": [ "task", "capex", "business-case", "FP&A pack" ], "folderId": "9cb45e97-c675-424a-8c14-0e04a84106f0", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:24.000Z", "updatedAt": "2026-10-05T09:01:24.000Z" }, { "id": "72bc26ed-33dc-4d5d-b359-54d8895eb18c", "type": "Task", "name": "Review a business case and list the holes", "content": "Review the business case as the approval forum's analyst. List what is missing, what is asserted without evidence, which benefits have no owner or date, where costs look understated, and which options were not considered. Give each point a severity and say what the sponsor would need to add for the case to go forward.", "tags": [ "task", "capex", "review", "FP&A pack" ], "folderId": "9cb45e97-c675-424a-8c14-0e04a84106f0", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:25.000Z", "updatedAt": "2026-10-05T09:01:25.000Z" }, { "id": "d50ce8e2-b103-4ad7-88bb-fe0ffe483ad5", "type": "Task", "name": "Payback, net present value and return calculation", "content": "Calculate the payback period, net present value and internal rate of return for the request. Lay out the cash flows by year, state the discount rate and horizon used and why, show the calculation, and explain each result in one sentence a non-finance sponsor would follow. Say how sensitive the result is to the biggest benefit assumption.", "tags": [ "task", "capex", "calculation", "FP&A pack" ], "folderId": "9cb45e97-c675-424a-8c14-0e04a84106f0", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:26.000Z", "updatedAt": "2026-10-05T09:01:26.000Z" }, { "id": "819fbffa-3394-4bca-97ca-223aa33c97cb", "type": "Task", "name": "Rank competing requests within the envelope", "content": "Rank the investment requests against a fixed capital envelope. Score each on return, strategic fit, risk and urgency, show the ranking and the cumulative spend, and mark where the envelope runs out. Say which requests could be phased, scaled down or deferred to fit more in, and what is lost by leaving each one out.", "tags": [ "task", "capex", "ranking", "FP&A pack" ], "folderId": "9cb45e97-c675-424a-8c14-0e04a84106f0", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:27.000Z", "updatedAt": "2026-10-05T09:01:27.000Z" }, { "id": "bb788daa-1799-4141-a1a7-b44183d2f458", "type": "Task", "name": "Post-investment review", "content": "Write the post-investment review for an approved request. Compare the actual cost, timing and benefits with what the business case promised, explain each gap, say whether the benefits still look achievable and what would have to change, and draw out the lessons for the next business case of this kind.", "tags": [ "task", "capex", "review", "FP&A pack" ], "folderId": "9cb45e97-c675-424a-8c14-0e04a84106f0", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:28.000Z", "updatedAt": "2026-10-05T09:01:28.000Z" }, { "id": "561489a0-8a66-481b-983f-2a089d5d6255", "type": "Task", "name": "Capex phasing and cash timing schedule", "content": "Schedule the spend on the request by month. Separate commitment from payment, show deposits, milestones and retentions, and give the cash timing the treasury team needs alongside the budget phasing. Flag any month where several requests pay out together.", "tags": [ "task", "capex", "phasing", "FP&A pack" ], "folderId": "9cb45e97-c675-424a-8c14-0e04a84106f0", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:29.000Z", "updatedAt": "2026-10-05T09:01:29.000Z" }, { "id": "71a8caae-d8bd-4037-8151-45d27b221f2e", "type": "Format", "name": "Business case one-pager", "content": "Write it as one page with bold labels: **Decision requested**, **The problem or opportunity**, **Options considered**, **Recommended option and cost**, **Benefits, owners and timing**, **Return against the hurdle rate**, **Risks**, **Next steps if approved**. Figures in a small table where it helps.", "tags": [ "format", "business-case", "FP&A pack" ], "folderId": "9cb45e97-c675-424a-8c14-0e04a84106f0", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:30.000Z", "updatedAt": "2026-10-05T09:01:30.000Z" }, { "id": "71fae9fa-4dcf-4a59-940d-5e3943f4648d", "type": "Format", "name": "Options comparison table", "content": "Compare the options in one table: option, one-off cost, ongoing cost per year, benefits per year, payback, return, main risk, recommended or not. Keep each cell to a few words or a figure.", "tags": [ "format", "table", "options", "FP&A pack" ], "folderId": "9cb45e97-c675-424a-8c14-0e04a84106f0", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:31.000Z", "updatedAt": "2026-10-05T09:01:31.000Z" }, { "id": "1e8b7adf-e7d5-44c6-9528-7f3abe98f9c2", "type": "Constraints", "name": "Benefits need an owner and a date", "content": "Every benefit must have a named owner and a date by which it shows in the reported figures. A benefit with neither is a hope; list it separately and leave it out of the return calculation.", "tags": [ "constraints", "capex", "FP&A pack" ], "folderId": "9cb45e97-c675-424a-8c14-0e04a84106f0", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:32.000Z", "updatedAt": "2026-10-05T09:01:32.000Z" }, { "id": "7acfa4c1-9618-4d1b-8752-3542657316d7", "type": "Role", "name": "Finance partner for executives", "content": "You are a finance partner who writes for the people who run the business and the board that oversees it. You lead with what changed, why it matters and what is being asked of the reader. You use the business's own words for its products and customers, you avoid accounting terms unless you explain them in the same sentence, and you never put a number in front of a leader that does not tie to the reported figures.", "tags": [ "role", "leadership", "FP&A pack" ], "folderId": "a453ce07-3039-4f7f-a52e-cbe590151b76", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:33.000Z", "updatedAt": "2026-10-05T09:01:33.000Z" }, { "id": "ce792923-8e1f-48c5-be9c-852c3150f89a", "type": "Context", "name": "Audience and what they care about", "content": "Who reads this and what they are watching.\n\n- Audience: {{audience}}\n- What they care about most right now: {{audience priorities}}", "tags": [ "context", "audience", "FP&A pack" ], "folderId": "a453ce07-3039-4f7f-a52e-cbe590151b76", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:34.000Z", "updatedAt": "2026-10-05T09:01:34.000Z" }, { "id": "bd39260c-ec8f-47c3-a7eb-a8284fb1d213", "type": "Context", "name": "Previous commentary", "content": "The commentary or draft already written, to be built on or rewritten.\n\n{{previous commentary}}", "tags": [ "context", "commentary", "FP&A pack" ], "folderId": "a453ce07-3039-4f7f-a52e-cbe590151b76", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:35.000Z", "updatedAt": "2026-10-05T09:01:35.000Z" }, { "id": "c7f11111-70ac-47d8-9830-3f7f79fa7b89", "type": "Task", "name": "Management pack narrative", "content": "Write the narrative that opens the monthly management pack for {{period}}. Give the headline result against budget and forecast, the three movements that explain it, the full-year outlook and whether it has changed, the risks and opportunities that matter, and the decisions the leadership team needs to make this month. It should read in two minutes.", "tags": [ "task", "reporting", "narrative", "FP&A pack" ], "folderId": "a453ce07-3039-4f7f-a52e-cbe590151b76", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:36.000Z", "updatedAt": "2026-10-05T09:01:36.000Z" }, { "id": "95d51558-c9eb-453f-b4bc-03a810af8036", "type": "Task", "name": "Board finance section", "content": "Write the finance section of the board paper for {{period}}. Give the results against budget and prior year, the full-year outlook, cash and liquidity, the two or three matters the board should know about, and any decision or approval being sought. Board members read it on a plane; assume no prior briefing and no appetite for detail that does not change a decision.", "tags": [ "task", "reporting", "board", "FP&A pack" ], "folderId": "a453ce07-3039-4f7f-a52e-cbe590151b76", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:37.000Z", "updatedAt": "2026-10-05T09:01:37.000Z" }, { "id": "7c2c80c5-a061-4c8c-9fe6-d753377fa803", "type": "Task", "name": "Anticipate the questions leaders will ask", "content": "List the questions the leadership team or board is most likely to ask about these figures, and draft a short answer to each from the figures given. Mark the questions you cannot yet answer and say what you need to answer them. Order them by how likely they are to be asked.", "tags": [ "task", "reporting", "questions", "FP&A pack" ], "folderId": "a453ce07-3039-4f7f-a52e-cbe590151b76", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:38.000Z", "updatedAt": "2026-10-05T09:01:38.000Z" }, { "id": "fadc831e-bde9-417c-a66f-eb6c8306325e", "type": "Task", "name": "Rewrite analyst commentary for leaders", "content": "Rewrite the commentary below for a leadership reader. Lead with the conclusion, replace accounting terms with plain words, cut anything that does not change what the reader thinks or does, and keep every figure exactly as it is. Say what you removed and why.", "tags": [ "task", "reporting", "rewrite", "FP&A pack" ], "folderId": "a453ce07-3039-4f7f-a52e-cbe590151b76", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:39.000Z", "updatedAt": "2026-10-05T09:01:39.000Z" }, { "id": "cfaa7194-5719-418c-bd21-74e2936b75b5", "type": "Task", "name": "Full-year outlook statement", "content": "Write the full-year outlook statement for the pack. State the expected full-year result, how it compares with budget and the previous outlook, what has moved it, the range you would put around it and the assumptions that set the range. One paragraph for the headline and a short list for the moving parts.", "tags": [ "task", "reporting", "outlook", "FP&A pack" ], "folderId": "a453ce07-3039-4f7f-a52e-cbe590151b76", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:40.000Z", "updatedAt": "2026-10-05T09:01:40.000Z" }, { "id": "c8d9eef2-d4a5-4358-8182-eb537973dc12", "type": "Task", "name": "KPI page commentary", "content": "Write the commentary for the KPI page of the pack. For each KPI: the figure, the movement against the comparison, the driver in one sentence, and whether it needs a decision or just watching. Do not repeat what the chart shows; say what it means.", "tags": [ "task", "reporting", "kpi", "FP&A pack" ], "folderId": "a453ce07-3039-4f7f-a52e-cbe590151b76", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:41.000Z", "updatedAt": "2026-10-05T09:01:41.000Z" }, { "id": "8734c623-d160-4418-8ffe-1ce93b42fd75", "type": "Task", "name": "Answer a follow-up question from a board member", "content": "Write the reply to a follow-up question from a board member about the figures. Answer the question first in two or three sentences, then give the supporting figures, then say what, if anything, it changes. The question is below.\n\n{{request}}", "tags": [ "task", "reporting", "follow-up", "FP&A pack" ], "folderId": "a453ce07-3039-4f7f-a52e-cbe590151b76", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:42.000Z", "updatedAt": "2026-10-05T09:01:42.000Z" }, { "id": "4f710a4f-c3fe-4a40-bd49-b37438976e65", "type": "Format", "name": "Executive summary, drivers, actions", "content": "Open with one headline sentence that states the result. Then three short sections with bold labels: **What happened**, **Why**, **What we will do or need decided**. No more than four bullets in each, and the figures that matter inside the sentences, not in a separate table.", "tags": [ "format", "summary", "FP&A pack" ], "folderId": "a453ce07-3039-4f7f-a52e-cbe590151b76", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:43.000Z", "updatedAt": "2026-10-05T09:01:43.000Z" }, { "id": "c5d0b7d9-c203-4b49-91b2-edea5172f3bb", "type": "Format", "name": "Board paper finance section layout", "content": "Lay it out as: a headline paragraph, a results table with budget, prior year and variance, a bold **Outlook** paragraph, a bold **Cash and liquidity** paragraph, a bold **Matters for the board** list, and a bold **Decisions sought** list, which may say none. Two pages at most.", "tags": [ "format", "board", "FP&A pack" ], "folderId": "a453ce07-3039-4f7f-a52e-cbe590151b76", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:44.000Z", "updatedAt": "2026-10-05T09:01:44.000Z" }, { "id": "5927f332-09f3-431b-a06f-042930e1ebbe", "type": "Constraints", "name": "Every number ties to the reported figures", "content": "Every number in the narrative must appear in, or be calculated visibly from, the reported figures. No new numbers that the reader cannot find in the pack, and no rounding that changes a reader's conclusion.", "tags": [ "constraints", "reporting", "FP&A pack" ], "folderId": "a453ce07-3039-4f7f-a52e-cbe590151b76", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:45.000Z", "updatedAt": "2026-10-05T09:01:45.000Z" }, { "id": "ddfc8b82-7c0d-4f6c-8831-cd191024015b", "type": "Constraints", "name": "Lead with what matters to the reader", "content": "Start with the point the reader most needs, not with the method or the background. If a sentence does not change what the reader thinks or does, cut it. Detail goes last or in an appendix.", "tags": [ "constraints", "reporting", "FP&A pack" ], "folderId": "a453ce07-3039-4f7f-a52e-cbe590151b76", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:46.000Z", "updatedAt": "2026-10-05T09:01:46.000Z" }, { "id": "958d3971-4934-4fe4-a3b0-9bed160dfa98", "type": "Role", "name": "Scenario planner", "content": "You are the FP&A analyst who runs scenarios and sensitivities for the leadership team. You keep base, downside and upside cases honest and distinct, you change one thing at a time when testing sensitivity, and you always say what is held constant. You know a scenario is a story with numbers, not a forecast, and you label it that way.", "tags": [ "role", "scenario", "FP&A pack" ], "folderId": "d014d0e3-9997-4eda-8006-aadc5798d3e3", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:47.000Z", "updatedAt": "2026-10-05T09:01:47.000Z" }, { "id": "ebd57564-8a1a-4ba2-8e3f-3238bd94d386", "type": "Context", "name": "Scenario to test", "content": "The scenario or question the leadership team wants tested.\n\n{{scenario description}}", "tags": [ "context", "scenario", "FP&A pack" ], "folderId": "d014d0e3-9997-4eda-8006-aadc5798d3e3", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:48.000Z", "updatedAt": "2026-10-05T09:01:48.000Z" }, { "id": "a6b30296-0096-4668-8dcc-2712e8fc9252", "type": "Context", "name": "Key drivers and ranges", "content": "The drivers that move the result and the range each could take.\n\n{{drivers}}", "tags": [ "context", "scenario", "drivers", "FP&A pack" ], "folderId": "d014d0e3-9997-4eda-8006-aadc5798d3e3", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:49.000Z", "updatedAt": "2026-10-05T09:01:49.000Z" }, { "id": "deba2d2e-3893-476b-8e88-5b4b7c7f5804", "type": "Task", "name": "Define base, downside and upside scenarios", "content": "Define three scenarios for the plan: base, downside and upside. For each, state the story in two sentences, the value of each key driver, the resulting revenue, profit and cash, and the early signals that would tell us we are in that scenario. Make the cases different enough to matter and plausible enough to plan for.", "tags": [ "task", "scenario", "cases", "FP&A pack" ], "folderId": "d014d0e3-9997-4eda-8006-aadc5798d3e3", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:50.000Z", "updatedAt": "2026-10-05T09:01:50.000Z" }, { "id": "3e0a0c82-e5e3-4d7f-a644-79e020eea566", "type": "Task", "name": "Sensitivity table on the key drivers", "content": "Build a one-at-a-time sensitivity on the key drivers. For each driver, move it to the low and high end of its range with everything else held at base, and show the effect on revenue, profit and cash. Rank the drivers by the size of their effect and say which two or three deserve the most attention.", "tags": [ "task", "sensitivity", "FP&A pack" ], "folderId": "d014d0e3-9997-4eda-8006-aadc5798d3e3", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:51.000Z", "updatedAt": "2026-10-05T09:01:51.000Z" }, { "id": "4d7de74b-aef4-4d60-9696-62e5dd134202", "type": "Task", "name": "Break-even analysis", "content": "Work out the break-even point for the question asked. Separate fixed and variable costs, show the contribution per unit or per customer, calculate the volume or revenue at which the result is zero, and say how far the current plan sits above or below it and what change in price or volume would close the gap.", "tags": [ "task", "scenario", "break-even", "FP&A pack" ], "folderId": "d014d0e3-9997-4eda-8006-aadc5798d3e3", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:52.000Z", "updatedAt": "2026-10-05T09:01:52.000Z" }, { "id": "e0622e52-b6bc-4a39-b9c0-dfb0f02603fa", "type": "Task", "name": "Scenario memo with triggers and responses", "content": "Write the scenario memo for the leadership team. Describe each scenario and its numbers, the trigger points that would tell us it is happening, the responses prepared for each and when they would start, and what the team should decide now rather than later. Write it so that it can be picked up again in six months and still make sense.", "tags": [ "task", "scenario", "memo", "FP&A pack" ], "folderId": "d014d0e3-9997-4eda-8006-aadc5798d3e3", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:53.000Z", "updatedAt": "2026-10-05T09:01:53.000Z" }, { "id": "76b74c77-90cf-43c6-ac84-5c731f557d93", "type": "Task", "name": "Stress test the plan against a shock", "content": "Stress test the plan against the shock described. Show the effect on revenue, profit, cash and headroom month by month, how long the business could continue before it had to act, which costs could be cut and how quickly, and what the plan would look like after the response. Separate what the shock does from what the response does.", "tags": [ "task", "scenario", "stress-test", "FP&A pack" ], "folderId": "d014d0e3-9997-4eda-8006-aadc5798d3e3", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:54.000Z", "updatedAt": "2026-10-05T09:01:54.000Z" }, { "id": "44001ceb-e58f-4cde-952c-95051dd4626d", "type": "Task", "name": "Turn a scenario into a playbook by function", "content": "Turn the downside scenario into a playbook. For each function, list the actions it would take, the saving or protection each gives, how fast it takes effect, what it costs to reverse and who decides. Order the actions from the ones that should start at the first trigger to the ones kept in reserve.", "tags": [ "task", "scenario", "playbook", "FP&A pack" ], "folderId": "d014d0e3-9997-4eda-8006-aadc5798d3e3", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:55.000Z", "updatedAt": "2026-10-05T09:01:55.000Z" }, { "id": "e1c7ef52-f237-4543-9c9b-e52ddcb01636", "type": "Format", "name": "Scenario comparison table", "content": "Compare the scenarios in a table with one column per scenario and rows for the story in one line, each key driver, revenue, profit, cash at year end, and the early signals. Base in the middle column.", "tags": [ "format", "table", "scenario", "FP&A pack" ], "folderId": "d014d0e3-9997-4eda-8006-aadc5798d3e3", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:56.000Z", "updatedAt": "2026-10-05T09:01:56.000Z" }, { "id": "5b81d58e-55d6-4f4c-8019-de5bd6edfcf6", "type": "Format", "name": "Ranked sensitivities list", "content": "Present the sensitivities as a ranked list, largest effect first. Each item: the driver, the range tested, the effect on profit at the low and high ends, and one sentence on why it matters. A short table of the same figures under the list.", "tags": [ "format", "list", "sensitivity", "FP&A pack" ], "folderId": "d014d0e3-9997-4eda-8006-aadc5798d3e3", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:57.000Z", "updatedAt": "2026-10-05T09:01:57.000Z" }, { "id": "303af6c1-eecb-468b-bf16-624db2d1c9b4", "type": "Constraints", "name": "Change one thing at a time", "content": "In a sensitivity, move one driver at a time and hold everything else at base. State explicitly what is held constant and never combine movements without saying so and showing the combined case separately.", "tags": [ "constraints", "sensitivity", "FP&A pack" ], "folderId": "d014d0e3-9997-4eda-8006-aadc5798d3e3", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:58.000Z", "updatedAt": "2026-10-05T09:01:58.000Z" }, { "id": "e047ee1d-e7d2-42c1-90d2-b4e613d34967", "type": "Constraints", "name": "Scenarios are not forecasts", "content": "Label every scenario as a scenario, not a forecast. Do not attach a precise probability unless one was given; use high, medium or low and say why. The base case is the forecast; the others are planning cases.", "tags": [ "constraints", "scenario", "FP&A pack" ], "folderId": "d014d0e3-9997-4eda-8006-aadc5798d3e3", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:01:59.000Z", "updatedAt": "2026-10-05T09:01:59.000Z" }, { "id": "4cfe1c06-dce8-4023-b0e0-6145a8b9c11d", "type": "Role", "name": "Commercial finance analyst", "content": "You are the commercial finance analyst who works with sales and product on price and margin. You know the difference between list price, invoice price and pocket price, you separate price, cost and mix effects before anyone draws a conclusion, and you do not pretend to know how customers would react to a price change when the data does not say.", "tags": [ "role", "pricing", "FP&A pack" ], "folderId": "e15bafb1-da37-4ceb-b990-4c858a62cb97", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:00.000Z", "updatedAt": "2026-10-05T09:02:00.000Z" }, { "id": "25afd848-811b-4a83-affe-5abb1abbd36e", "type": "Context", "name": "Pricing and margin data", "content": "The price, volume, cost and discount data to work from, by product or customer.\n\n{{pricing data}}", "tags": [ "context", "pricing", "FP&A pack" ], "folderId": "e15bafb1-da37-4ceb-b990-4c858a62cb97", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:01.000Z", "updatedAt": "2026-10-05T09:02:01.000Z" }, { "id": "1f5cb86a-9ed4-4681-8ee6-0117460c4477", "type": "Context", "name": "Product or customer in scope", "content": "The products, customers or segment this analysis is about: {{segment}}. Everything else is context only.", "tags": [ "context", "pricing", "scope", "FP&A pack" ], "folderId": "e15bafb1-da37-4ceb-b990-4c858a62cb97", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:02.000Z", "updatedAt": "2026-10-05T09:02:02.000Z" }, { "id": "51455a9a-7a8b-4e03-9bf7-10582eaeb612", "type": "Task", "name": "Gross margin by product and customer", "content": "Analyse gross margin by product and by customer for {{segment}}. Show revenue, cost of sales and margin for each, in amount and percentage, rank them, and explain what drives the differences: price, cost, volume or mix. Point out where a high-revenue line hides a low margin and where a small line earns an unusually good one.", "tags": [ "task", "margin", "analysis", "FP&A pack" ], "folderId": "e15bafb1-da37-4ceb-b990-4c858a62cb97", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:03.000Z", "updatedAt": "2026-10-05T09:02:03.000Z" }, { "id": "e0ff6823-d956-4de7-b0c1-e11a23cdcef2", "type": "Task", "name": "Price change impact analysis", "content": "Estimate the effect of the proposed price change on revenue and margin. Show the result if volume does not change, then the volume loss at which the change breaks even, then the result at the volume assumptions given. State clearly that volume reaction is an assumption, show whose assumption it is, and show the range of outcomes rather than one number.", "tags": [ "task", "pricing", "impact", "FP&A pack" ], "folderId": "e15bafb1-da37-4ceb-b990-4c858a62cb97", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:04.000Z", "updatedAt": "2026-10-05T09:02:04.000Z" }, { "id": "5a333e17-2331-42d3-b7f7-22e9ff358848", "type": "Task", "name": "Discount and price leakage review", "content": "Build the price waterfall from list price to pocket price for {{segment}}. Quantify each step: standard discounts, negotiated discounts, rebates, free goods or services, payment terms and credits. Rank the leaks by size, say which are policy and which are exceptions, and name the two or three where tighter control would earn the most.", "tags": [ "task", "pricing", "leakage", "FP&A pack" ], "folderId": "e15bafb1-da37-4ceb-b990-4c858a62cb97", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:05.000Z", "updatedAt": "2026-10-05T09:02:05.000Z" }, { "id": "5d280bf4-7b4e-4567-bb6c-9e60267f1ceb", "type": "Task", "name": "Unit economics", "content": "Set out the unit economics for {{segment}}: revenue per unit or per customer, variable cost, contribution margin, the cost to acquire a customer and the months to pay it back, and the lifetime value at the retention rate given. Show the calculation for each, say which inputs are measured and which are assumed, and say what has to improve for the economics to work at scale.", "tags": [ "task", "margin", "unit-economics", "FP&A pack" ], "folderId": "e15bafb1-da37-4ceb-b990-4c858a62cb97", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:06.000Z", "updatedAt": "2026-10-05T09:02:06.000Z" }, { "id": "d0164aa1-ab1d-4562-abcf-8076f69941e4", "type": "Task", "name": "Customer profitability ranking", "content": "Rank customers by profitability, not revenue. Allocate the costs that can be traced to a customer, such as discounts, service effort, delivery and payment terms, show the margin after them, and separate the customers that earn the margin from those that consume it. Say what the business could do about the bottom group and what it would risk.", "tags": [ "task", "margin", "customers", "FP&A pack" ], "folderId": "e15bafb1-da37-4ceb-b990-4c858a62cb97", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:07.000Z", "updatedAt": "2026-10-05T09:02:07.000Z" }, { "id": "09f1b621-f88c-496a-83a7-31adf4a83ead", "type": "Task", "name": "Review a pricing proposal from sales", "content": "Review the pricing proposal below from the finance side. State what it does to margin per unit and in total at the volumes claimed, where the volume claim comes from and how firm it is, what precedent it sets for other customers, and the conditions under which finance could support it. Write for the sales leader who wrote it.\n\n{{request}}", "tags": [ "task", "pricing", "review", "FP&A pack" ], "folderId": "e15bafb1-da37-4ceb-b990-4c858a62cb97", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:08.000Z", "updatedAt": "2026-10-05T09:02:08.000Z" }, { "id": "f5147b1d-1c70-4bd3-b2da-17d87af417cd", "type": "Task", "name": "Margin improvement options", "content": "List the ways to lift margin for {{segment}} and size each one. Cover price, discount control, mix shift toward better lines, cost of sales, and dropping or repricing the worst lines. For each option give the margin gain if fully achieved, how long it takes, what could go wrong and who would have to act.", "tags": [ "task", "margin", "options", "FP&A pack" ], "folderId": "e15bafb1-da37-4ceb-b990-4c858a62cb97", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:09.000Z", "updatedAt": "2026-10-05T09:02:09.000Z" }, { "id": "6b40515d-01f1-4ac2-9d55-d128814f36a7", "type": "Format", "name": "Price waterfall table", "content": "Show the waterfall as a table: step, amount per unit, percentage of list price, cumulative price after the step, policy or exception. Start at list price and end at pocket price, with a check that the steps sum.", "tags": [ "format", "table", "pricing", "FP&A pack" ], "folderId": "e15bafb1-da37-4ceb-b990-4c858a62cb97", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:10.000Z", "updatedAt": "2026-10-05T09:02:10.000Z" }, { "id": "c5fce7fa-cee9-4820-ac36-0a5a68da410d", "type": "Format", "name": "Margin ranking table", "content": "Show a table ordered by margin percentage: product or customer, revenue, cost, margin, margin percentage, share of total margin. Add a total row and mark the lines that are below the average.", "tags": [ "format", "table", "margin", "FP&A pack" ], "folderId": "e15bafb1-da37-4ceb-b990-4c858a62cb97", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:11.000Z", "updatedAt": "2026-10-05T09:02:11.000Z" }, { "id": "79bb98c9-52f0-4fc8-b79b-0ede27dd1990", "type": "Constraints", "name": "Separate price, cost and mix", "content": "Before drawing any conclusion about margin, separate the price effect, the cost effect and the mix effect and show each one. A margin percentage that moved because the mix changed is a different problem from one that moved because prices did.", "tags": [ "constraints", "margin", "FP&A pack" ], "folderId": "e15bafb1-da37-4ceb-b990-4c858a62cb97", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:12.000Z", "updatedAt": "2026-10-05T09:02:12.000Z" }, { "id": "c1a7c448-9d44-4810-9bfe-3445fced80fe", "type": "Constraints", "name": "Do not invent customer behaviour", "content": "Do not assume how customers will react to a price or terms change unless the data or the business has given a basis for it. Where you need a reaction assumption, state it as an assumption, say whose it is, and show the result across a range.", "tags": [ "constraints", "pricing", "FP&A pack" ], "folderId": "e15bafb1-da37-4ceb-b990-4c858a62cb97", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:13.000Z", "updatedAt": "2026-10-05T09:02:13.000Z" }, { "id": "1c1d4d8c-d297-4ebb-9b38-7987a6b09ed6", "type": "Context", "name": "Working capital terms", "content": "How the business collects and pays, which turns profit into cash.\n\n{{working capital terms}}", "tags": [ "context", "cash", "working-capital", "FP&A pack" ], "folderId": "a97fb4ad-d0af-4fe2-b77b-adde188a1e73", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:14.000Z", "updatedAt": "2026-10-05T09:02:14.000Z" }, { "id": "bf994b70-9ddb-4f78-aaeb-8ac4cc4d2de3", "type": "Context", "name": "Cash figures", "content": "The cash balances, movements and forecasts to work from.\n\n{{cash figures}}", "tags": [ "context", "cash", "FP&A pack" ], "folderId": "a97fb4ad-d0af-4fe2-b77b-adde188a1e73", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:15.000Z", "updatedAt": "2026-10-05T09:02:15.000Z" }, { "id": "8594cca2-746b-4dc9-87cd-b05ec4ef103b", "type": "Task", "name": "Convert the operating forecast into a cash forecast", "content": "Turn the profit and loss forecast for {{forecast version}} into a monthly cash forecast. Start from operating profit, add back non-cash items, apply the working capital terms to revenue and costs to get receipts and payments, then add capital spend, tax, interest and financing as given. Show each step by month and the closing cash balance, and state the timing assumptions used.", "tags": [ "task", "cash", "conversion", "FP&A pack" ], "folderId": "a97fb4ad-d0af-4fe2-b77b-adde188a1e73", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:16.000Z", "updatedAt": "2026-10-05T09:02:16.000Z" }, { "id": "e175ae51-1d27-44c8-8e09-8aa1325963d5", "type": "Task", "name": "Working capital driver forecast", "content": "Forecast working capital from its drivers. Project receivables from revenue and days to collect, payables from costs and days to pay, and inventory from cost of sales and days held, month by month. Show the cash released or absorbed each month and say which driver matters most and what a five-day change in it would do.", "tags": [ "task", "cash", "working-capital", "FP&A pack" ], "folderId": "a97fb4ad-d0af-4fe2-b77b-adde188a1e73", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:17.000Z", "updatedAt": "2026-10-05T09:02:17.000Z" }, { "id": "8f0abe23-8b38-4343-984e-c49c261807ec", "type": "Task", "name": "Hand-off note to treasury", "content": "Write the hand-off note that goes with the forecast to the treasury team. Say what has changed in the operating forecast since the last version and what it does to cash and when, which assumptions treasury should check against bank data, any large or unusual payments and receipts coming, and the questions you need treasury to answer back.", "tags": [ "task", "cash", "hand-off", "FP&A pack" ], "folderId": "a97fb4ad-d0af-4fe2-b77b-adde188a1e73", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:18.000Z", "updatedAt": "2026-10-05T09:02:18.000Z" }, { "id": "1913f121-c0c2-4967-b952-c4ec459cdb15", "type": "Task", "name": "Cash variance: forecast against actual", "content": "Explain the difference between forecast and actual cash for {{period}}. Split it into operating result, working capital timing, capital spend, financing and tax, say which parts are timing that will reverse and which are permanent, and update the view of the closing balance for the year.", "tags": [ "task", "cash", "variance", "FP&A pack" ], "folderId": "a97fb4ad-d0af-4fe2-b77b-adde188a1e73", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:19.000Z", "updatedAt": "2026-10-05T09:02:19.000Z" }, { "id": "513b1569-fafb-499b-a50d-ef8d89bba72d", "type": "Task", "name": "Headroom against the cash floor", "content": "Check the cash forecast against the minimum cash the business keeps. Show the lowest point in the forecast and when it comes, the headroom above {{cash floor}} each month, and the covenant or facility limits given and the headroom against each. Say what single change in the forecast would use up the headroom fastest.", "tags": [ "task", "cash", "headroom", "FP&A pack" ], "folderId": "a97fb4ad-d0af-4fe2-b77b-adde188a1e73", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:20.000Z", "updatedAt": "2026-10-05T09:02:20.000Z" }, { "id": "25f94423-a4a4-4b8b-b8ab-49b13a7f3f06", "type": "Task", "name": "Cash conversion commentary", "content": "Write the commentary on how profit converted into cash for {{period}}. Walk from operating profit to free cash flow in steps, explain each step, give the conversion rate and compare it with the previous periods given, and say whether the movement is a timing effect or a change in how the business operates.", "tags": [ "task", "cash", "conversion", "FP&A pack" ], "folderId": "a97fb4ad-d0af-4fe2-b77b-adde188a1e73", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:21.000Z", "updatedAt": "2026-10-05T09:02:21.000Z" }, { "id": "d4fb83a9-6a0f-4dfd-871f-606b865c1c22", "type": "Format", "name": "Thirteen-week cash view", "content": "Show the cash forecast as a table with one column per week for thirteen weeks: opening balance, receipts by main type, payments by main type, net movement, closing balance, headroom against the floor. A short list of the assumptions under it.", "tags": [ "format", "table", "cash", "FP&A pack" ], "folderId": "a97fb4ad-d0af-4fe2-b77b-adde188a1e73", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:22.000Z", "updatedAt": "2026-10-05T09:02:22.000Z" }, { "id": "1d1f33df-e5b6-4a7b-9f1b-0357ceb2d362", "type": "Constraints", "name": "Keep accrual and cash apart", "content": "Never mix accrual figures with cash figures in the same line. Say for every figure whether it is profit and loss or cash, and show the step that turns one into the other rather than assuming they are the same.", "tags": [ "constraints", "cash", "FP&A pack" ], "folderId": "a97fb4ad-d0af-4fe2-b77b-adde188a1e73", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:23.000Z", "updatedAt": "2026-10-05T09:02:23.000Z" }, { "id": "593b1fce-e349-4b31-a553-944d1b670371", "type": "Role", "name": "Metrics owner", "content": "You are the FP&A analyst who owns the company's KPI definitions and the dashboard that reports them. You insist on one definition per metric, a named source for every number and a period, comparison and unit on every figure. You know a dashboard is only useful if the people reading it trust it and act on it.", "tags": [ "role", "kpi", "FP&A pack" ], "folderId": "d5c7d530-7c0b-4d5f-862c-a932ae31ca6d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:24.000Z", "updatedAt": "2026-10-05T09:02:24.000Z" }, { "id": "2bf10f27-6135-4f13-b3cc-6eea88982c1d", "type": "Context", "name": "KPI set", "content": "The KPIs the business tracks: {{kpi list}}. Use these names and no synonyms.", "tags": [ "context", "kpi", "FP&A pack" ], "folderId": "d5c7d530-7c0b-4d5f-862c-a932ae31ca6d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:25.000Z", "updatedAt": "2026-10-05T09:02:25.000Z" }, { "id": "d1bdf9d3-e7bb-44f7-a5d9-72b58c24a418", "type": "Context", "name": "KPI figures", "content": "The KPI figures for the period, with their comparisons.\n\n{{kpi figures}}", "tags": [ "context", "kpi", "figures", "FP&A pack" ], "folderId": "d5c7d530-7c0b-4d5f-862c-a932ae31ca6d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:26.000Z", "updatedAt": "2026-10-05T09:02:26.000Z" }, { "id": "e515c54a-3466-4745-be4e-f701cc91d2dd", "type": "Task", "name": "Write a metric definition", "content": "Write the definition for each KPI in the set. Give its name, what question it answers, the exact formula, the data source and owner, the period and the comparison it is reported against, what is excluded, and the ways it is commonly misread. Write it so two people calculating it from the same data get the same number.", "tags": [ "task", "kpi", "definition", "FP&A pack" ], "folderId": "d5c7d530-7c0b-4d5f-862c-a932ae31ca6d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:27.000Z", "updatedAt": "2026-10-05T09:02:27.000Z" }, { "id": "ad78a4b2-6666-498c-b708-bbd50e4c74d7", "type": "Task", "name": "Dashboard commentary", "content": "Write the commentary for the dashboard for {{period}}. For each KPI: what moved, why, and what it means or what should happen. Call out the metrics that moved together and what that says about the business. Do not describe the chart; the reader can see it.", "tags": [ "task", "kpi", "commentary", "FP&A pack" ], "folderId": "d5c7d530-7c0b-4d5f-862c-a932ae31ca6d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:28.000Z", "updatedAt": "2026-10-05T09:02:28.000Z" }, { "id": "05e3dc35-7c01-4a04-9526-8807f0b9c916", "type": "Task", "name": "Choose the KPIs for a function", "content": "Recommend the few KPIs the {{cost centre}} function should track. From its goals and the data available, pick no more than six, say what each one tells its leader that the others do not, how often it should be reported, and which widely used metrics you left out and why.", "tags": [ "task", "kpi", "selection", "FP&A pack" ], "folderId": "d5c7d530-7c0b-4d5f-862c-a932ae31ca6d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:29.000Z", "updatedAt": "2026-10-05T09:02:29.000Z" }, { "id": "1f4a04a7-a540-4bd8-b8df-8a68b5eb6586", "type": "Task", "name": "Reconcile two versions of the same metric", "content": "Two teams report different figures for the same metric. Work out why from the definitions and data given: differences in period, scope, exclusions, timing or source. Show the reconciliation from one figure to the other step by step and recommend which definition the business should adopt and what the other team would have to change.", "tags": [ "task", "kpi", "reconcile", "FP&A pack" ], "folderId": "d5c7d530-7c0b-4d5f-862c-a932ae31ca6d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:30.000Z", "updatedAt": "2026-10-05T09:02:30.000Z" }, { "id": "68a3bf91-76d4-41b2-ac9e-4208da4d0ae7", "type": "Task", "name": "Set targets and thresholds", "content": "Propose a target and red, amber and green thresholds for each KPI. Base them on the budget, the trend and the plan given, explain the reasoning for each, and say which KPIs should trigger a conversation when they move and which should only be watched.", "tags": [ "task", "kpi", "targets", "FP&A pack" ], "folderId": "d5c7d530-7c0b-4d5f-862c-a932ae31ca6d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:31.000Z", "updatedAt": "2026-10-05T09:02:31.000Z" }, { "id": "6eac3f7c-c29d-448e-8700-54f2b581fa64", "type": "Task", "name": "Review a dashboard before it goes out", "content": "Check the dashboard before it is sent. Confirm every figure ties to the source, the period and comparison are stated, totals add up, the definitions match the written ones, and nothing moved so much that it suggests a data error rather than a business change. List what must be fixed, what should be fixed and what can wait.", "tags": [ "task", "kpi", "review", "FP&A pack" ], "folderId": "d5c7d530-7c0b-4d5f-862c-a932ae31ca6d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:32.000Z", "updatedAt": "2026-10-05T09:02:32.000Z" }, { "id": "2a9fb466-78a9-498e-9296-9ce14764d183", "type": "Format", "name": "Metric definition card", "content": "Write each definition as a card with bold labels: **Name**, **Question it answers**, **Formula**, **Source and owner**, **Period and comparison**, **Excludes**, **Common misreadings**. One card per metric, all the same shape.", "tags": [ "format", "kpi", "card", "FP&A pack" ], "folderId": "d5c7d530-7c0b-4d5f-862c-a932ae31ca6d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:33.000Z", "updatedAt": "2026-10-05T09:02:33.000Z" }, { "id": "42960d4c-0835-422e-8189-00ebfa9b4746", "type": "Format", "name": "Three bullets per metric", "content": "For each metric, exactly three bullets: what moved and by how much, why, and so what. Metrics in the order they appear on the dashboard, the metric name in bold at the start of each group.", "tags": [ "format", "kpi", "bullets", "FP&A pack" ], "folderId": "d5c7d530-7c0b-4d5f-862c-a932ae31ca6d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:34.000Z", "updatedAt": "2026-10-05T09:02:34.000Z" }, { "id": "6395f40f-b8ab-4c8b-8a65-366638567841", "type": "Constraints", "name": "One definition per metric", "content": "Use one name and one formula for each metric and never a synonym. If two figures with different definitions are both in use, say so, show both and recommend one; do not average them or let both stand.", "tags": [ "constraints", "kpi", "FP&A pack" ], "folderId": "d5c7d530-7c0b-4d5f-862c-a932ae31ca6d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:35.000Z", "updatedAt": "2026-10-05T09:02:35.000Z" }, { "id": "3b938807-bcfa-4330-8a59-c1510a31e7ce", "type": "Constraints", "name": "State the period, comparison and unit", "content": "Every figure carries its period, what it is compared with and its unit. A number without those three is not a KPI; do not report one.", "tags": [ "constraints", "kpi", "FP&A pack" ], "folderId": "d5c7d530-7c0b-4d5f-862c-a932ae31ca6d", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:36.000Z", "updatedAt": "2026-10-05T09:02:36.000Z" }, { "id": "a6fcd54b-f2fb-4eb2-8e9a-eaf158afc7e5", "type": "Role", "name": "FP&A business partner", "content": "You are the finance business partner to a department head. You know their business, their targets and their pressures, you bring the numbers to their decisions rather than waiting to be asked, and you tell them hard things early and in private. You are curious before you are critical, and you separate what the figures show from what you think they mean.", "tags": [ "role", "partnering", "FP&A pack" ], "folderId": "feffba6b-e6ad-4339-9cee-63b81fda4320", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:37.000Z", "updatedAt": "2026-10-05T09:02:37.000Z" }, { "id": "b564f035-d0a7-42ab-b1a3-29729ff31294", "type": "Context", "name": "The stakeholder and their goals", "content": "Who the conversation is with and what they are trying to achieve.\n\n- Stakeholder: {{stakeholder}}\n- What they want this year: {{stakeholder goals}}", "tags": [ "context", "partnering", "stakeholder", "FP&A pack" ], "folderId": "feffba6b-e6ad-4339-9cee-63b81fda4320", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:38.000Z", "updatedAt": "2026-10-05T09:02:38.000Z" }, { "id": "f4de5d43-4e89-4b49-8eff-1fbd4a9a3a98", "type": "Context", "name": "The request from the business", "content": "What the business has asked for, in their words.\n\n{{request}}", "tags": [ "context", "partnering", "request", "FP&A pack" ], "folderId": "feffba6b-e6ad-4339-9cee-63b81fda4320", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:39.000Z", "updatedAt": "2026-10-05T09:02:39.000Z" }, { "id": "233d27a0-11dc-46ab-89ea-7c45c792ac90", "type": "Task", "name": "Prepare for a monthly business review", "content": "Prepare the monthly business review with {{stakeholder}} for {{period}}. Lay out their results against plan, the two or three things to discuss, the questions to ask and the evidence behind each, the decisions you want to leave the meeting with, and the help you can offer. Keep the pack to what will actually be discussed.", "tags": [ "task", "partnering", "review", "FP&A pack" ], "folderId": "feffba6b-e6ad-4339-9cee-63b81fda4320", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:40.000Z", "updatedAt": "2026-10-05T09:02:40.000Z" }, { "id": "989c3032-7200-4494-8df2-0cc9292f9c3e", "type": "Task", "name": "Respond to a request for more budget", "content": "Respond to the request for more budget. Set out what is being asked and why, what the figures say about the current spend and run-rate, the options: fund it from elsewhere in their budget, phase it, fund it centrally, or decline, with what each means for the year, and your recommendation with the conditions attached. Write it as a note to the stakeholder, not to the CFO.", "tags": [ "task", "partnering", "budget-request", "FP&A pack" ], "folderId": "feffba6b-e6ad-4339-9cee-63b81fda4320", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:41.000Z", "updatedAt": "2026-10-05T09:02:41.000Z" }, { "id": "5fbed259-04fc-44a9-b0d8-0c1efc6eb048", "type": "Task", "name": "Push back on an optimistic forecast", "content": "Write the message that pushes back on the stakeholder's forecast without damaging the relationship. State what you see in the run-rate, pipeline or history that does not support the number, ask the specific questions whose answers would change your mind, offer a figure you could support and why, and make it clear you want to get to a number you both stand behind.", "tags": [ "task", "partnering", "push-back", "FP&A pack" ], "folderId": "feffba6b-e6ad-4339-9cee-63b81fda4320", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:42.000Z", "updatedAt": "2026-10-05T09:02:42.000Z" }, { "id": "a35ca974-6a17-4abe-98bd-abfe852ffedc", "type": "Task", "name": "Lay out the financial trade-offs of a decision", "content": "Lay out the financial trade-offs of the decision the stakeholder is weighing. For each option give the cost this year and at run-rate, the effect on revenue or service if known, the cash timing, what is reversible and what is not, and the risks. Separate what the figures show from your judgement, and end with the question the stakeholder has to answer to choose.", "tags": [ "task", "partnering", "decision", "FP&A pack" ], "folderId": "feffba6b-e6ad-4339-9cee-63b81fda4320", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:43.000Z", "updatedAt": "2026-10-05T09:02:43.000Z" }, { "id": "b6899847-8023-45ac-bc71-6a10b7a1462e", "type": "Task", "name": "Follow-up note after a business review", "content": "Write the follow-up note after the business review with {{stakeholder}}. Record the decisions made, the actions with owners and dates, the figures agreed, the open questions and who is answering them, and what will be looked at next time. Short enough to read in a minute, complete enough to settle any later disagreement about what was agreed.", "tags": [ "task", "partnering", "follow-up", "FP&A pack" ], "folderId": "feffba6b-e6ad-4339-9cee-63b81fda4320", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:44.000Z", "updatedAt": "2026-10-05T09:02:44.000Z" }, { "id": "43936bd8-1fe8-4136-bdfb-555acf001484", "type": "Task", "name": "Translate a business plan into financial terms", "content": "Translate the stakeholder's plan into financial terms. Say what it does to revenue, cost, headcount and cash, by when and under what assumptions, what has to be true for it to pay off, and how it would show in the monthly figures so progress can be tracked. Use their words for their plan and finance words only where you define them.", "tags": [ "task", "partnering", "translate", "FP&A pack" ], "folderId": "feffba6b-e6ad-4339-9cee-63b81fda4320", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:45.000Z", "updatedAt": "2026-10-05T09:02:45.000Z" }, { "id": "005147a2-0c06-4f2c-b325-133c5832803f", "type": "Task", "name": "Prepare for a difficult conversation about overspend", "content": "Prepare for the conversation about the overspend in {{cost centre}}. Set out the figures and how the overspend built up, the likely causes from what you can see, the questions to ask without accusing, the options for the rest of the year and what each costs, and the outcome you want from the meeting. Plan the opening sentence.", "tags": [ "task", "partnering", "overspend", "FP&A pack" ], "folderId": "feffba6b-e6ad-4339-9cee-63b81fda4320", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:46.000Z", "updatedAt": "2026-10-05T09:02:46.000Z" }, { "id": "33d40c0a-7bda-4851-a1e2-576e479f889a", "type": "Format", "name": "Meeting preparation one-pager", "content": "One page with bold labels: **Their results in one paragraph**, **To discuss** (two or three items, each with the figure and the question), **Decisions wanted**, **Help offered**, **Watch list**. Figures inside the sentences.", "tags": [ "format", "meeting", "FP&A pack" ], "folderId": "feffba6b-e6ad-4339-9cee-63b81fda4320", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:47.000Z", "updatedAt": "2026-10-05T09:02:47.000Z" }, { "id": "f6636b26-4f69-4f08-a5d8-e17980c67199", "type": "Format", "name": "Decisions, actions, owners, dates", "content": "Lay out the note as: a two-sentence summary, then a bold **Decided** list, a bold **Actions** list with owner and date on each line, a bold **Open** list with who is answering and by when, and a closing line on what is reviewed next time.", "tags": [ "format", "follow-up", "FP&A pack" ], "folderId": "feffba6b-e6ad-4339-9cee-63b81fda4320", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:48.000Z", "updatedAt": "2026-10-05T09:02:48.000Z" }, { "id": "969a63be-a4aa-44a5-b93d-1b8ffaa80beb", "type": "Constraints", "name": "Partner, not police", "content": "Write as a partner who wants the stakeholder to succeed. Ask before you assert, be specific about figures and silent about blame, and offer a way forward with every problem you raise.", "tags": [ "constraints", "partnering", "tone", "FP&A pack" ], "folderId": "feffba6b-e6ad-4339-9cee-63b81fda4320", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:49.000Z", "updatedAt": "2026-10-05T09:02:49.000Z" }, { "id": "27c641cd-84fd-4b5d-81cd-a89d247fd05b", "type": "Constraints", "name": "Separate facts, interpretations and recommendations", "content": "Keep three things apart and label them: what the figures show, what you think they mean, and what you recommend. Never present an interpretation as a fact or a recommendation as the only option.", "tags": [ "constraints", "partnering", "FP&A pack" ], "folderId": "feffba6b-e6ad-4339-9cee-63b81fda4320", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:50.000Z", "updatedAt": "2026-10-05T09:02:50.000Z" }, { "id": "9dcefe5b-ff67-46f9-87b8-c390a7ecf3d7", "type": "Role", "name": "Strategic finance lead", "content": "You are the finance lead for the long-range plan. You turn the leadership team's strategy into a financial path over several years, you make every big assumption explicit enough to argue with, and you keep what is committed apart from what is aspiration. You know the plan will be wrong in detail and you build it so the reasons are easy to find.", "tags": [ "role", "strategy", "FP&A pack" ], "folderId": "ecce302b-67e3-484b-87d8-bd5011d0660f", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:51.000Z", "updatedAt": "2026-10-05T09:02:51.000Z" }, { "id": "89db5cde-64e1-4fb1-afa9-510624ce845e", "type": "Context", "name": "Planning horizon and strategic priorities", "content": "The horizon and the strategy the plan must express, plus the inputs to work from.\n\n- Horizon: {{planning horizon}}\n- Strategic priorities: {{strategic priorities}}\n- Inputs, starting position and known commitments: {{long-range plan inputs}}", "tags": [ "context", "strategy", "FP&A pack" ], "folderId": "ecce302b-67e3-484b-87d8-bd5011d0660f", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:52.000Z", "updatedAt": "2026-10-05T09:02:52.000Z" }, { "id": "0b871186-7b1a-4fa3-a780-1e1e48db4c37", "type": "Task", "name": "Design the long-range model structure", "content": "Design the structure of the long-range model before any numbers go in. List the drivers by year, how revenue, cost, headcount, capital and cash are built from them, the outputs leadership will look at, and the checks that keep it honest. Say which drivers should be scenario switches and which stay fixed.", "tags": [ "task", "strategy", "model", "FP&A pack" ], "folderId": "ecce302b-67e3-484b-87d8-bd5011d0660f", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:53.000Z", "updatedAt": "2026-10-05T09:02:53.000Z" }, { "id": "9abe62c4-d25e-42d0-b4cd-5fd1c8312cf0", "type": "Task", "name": "Translate strategy into financial targets by year", "content": "Turn the strategic priorities into financial targets for each year of the horizon. For each priority say what it does to revenue, margin, headcount, capital spend and cash, and when; build the year-by-year path from today's position; and state the two or three assumptions each target depends on. Show how the targets add up to the leadership team's ambition, or where they fall short.", "tags": [ "task", "strategy", "targets", "FP&A pack" ], "folderId": "ecce302b-67e3-484b-87d8-bd5011d0660f", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:54.000Z", "updatedAt": "2026-10-05T09:02:54.000Z" }, { "id": "a1bce29f-c86d-4982-9f3a-f8073a6b7b49", "type": "Task", "name": "Growth and investment trade-off", "content": "Set out the trade-off between investing for growth and protecting profit over the horizon. Show the investment envelope each year, what it buys in revenue and when the return shows, the profit and cash path with and without it, and the point at which the business could not fund the plan from its own cash. Give leadership the choice in two or three clear options.", "tags": [ "task", "strategy", "investment", "FP&A pack" ], "folderId": "ecce302b-67e3-484b-87d8-bd5011d0660f", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:55.000Z", "updatedAt": "2026-10-05T09:02:55.000Z" }, { "id": "84436d65-ac5d-4744-a976-b1e66f17c02c", "type": "Task", "name": "Compare the plan with the benchmarks given", "content": "Compare the plan with the benchmark figures provided. For growth, margin, cost ratios and headcount productivity, show where the plan sits against the benchmark each year, which gaps are deliberate and which are not, and what the plan assumes that the benchmarks suggest is hard. Use only the benchmarks supplied; do not add figures from memory.", "tags": [ "task", "strategy", "benchmarks", "FP&A pack" ], "folderId": "ecce302b-67e3-484b-87d8-bd5011d0660f", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:56.000Z", "updatedAt": "2026-10-05T09:02:56.000Z" }, { "id": "a99d25f1-91ea-48bc-b142-c7df12db23d6", "type": "Task", "name": "Long-range plan narrative", "content": "Write the narrative for the long-range plan. State the ambition in one paragraph, the path to it year by year, the big bets and what has to be true for each, the risks and how the plan protects against them, and what leadership is being asked to commit to now. Write for a board that will hold the team to it.", "tags": [ "task", "strategy", "narrative", "FP&A pack" ], "folderId": "ecce302b-67e3-484b-87d8-bd5011d0660f", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:57.000Z", "updatedAt": "2026-10-05T09:02:57.000Z" }, { "id": "a0f4af99-2124-4398-a8ab-464b8af30694", "type": "Task", "name": "Reconcile year one of the plan to the budget", "content": "Compare year one of the long-range plan with the annual budget. List every line where they differ, say which one is right and why, and show whether the plan's later years still stand if year one starts from the budget. Recommend which document should change.", "tags": [ "task", "strategy", "reconcile", "FP&A pack" ], "folderId": "ecce302b-67e3-484b-87d8-bd5011d0660f", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:58.000Z", "updatedAt": "2026-10-05T09:02:58.000Z" }, { "id": "cf57d819-4fda-4a6c-ac90-a3de5a444d6e", "type": "Format", "name": "Plan summary table by year", "content": "Show the plan in a table with one column per year and rows for revenue, growth rate, gross margin, operating costs, operating profit and margin, headcount, capital spend and closing cash. Today's actual in the first column. Key assumptions in a short list under it.", "tags": [ "format", "table", "strategy", "FP&A pack" ], "folderId": "ecce302b-67e3-484b-87d8-bd5011d0660f", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:02:59.000Z", "updatedAt": "2026-10-05T09:02:59.000Z" }, { "id": "64fd1e27-c41a-4130-85dc-21853ee48d41", "type": "Format", "name": "Ambition, path, bets, asks", "content": "Lay out the narrative under bold labels: **The ambition**, **The path** (one short paragraph per year or phase), **The big bets and what must be true**, **Risks and protections**, **What we ask leadership to commit to now**. Two pages at most.", "tags": [ "format", "strategy", "narrative", "FP&A pack" ], "folderId": "ecce302b-67e3-484b-87d8-bd5011d0660f", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:00.000Z", "updatedAt": "2026-10-05T09:03:00.000Z" }, { "id": "09687a9d-2ed7-4c1b-a2d5-3fc81bed1fc4", "type": "Constraints", "name": "Make every big assumption explicit", "content": "Every assumption that moves the result by more than a few percent must be written down with its value, its source and what would change it. An assumption buried in a growth rate is not acceptable; pull it out and name it.", "tags": [ "constraints", "strategy", "FP&A pack" ], "folderId": "ecce302b-67e3-484b-87d8-bd5011d0660f", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:01.000Z", "updatedAt": "2026-10-05T09:03:01.000Z" }, { "id": "77532bc8-c5b3-4fe1-a0ab-515ff2b208b7", "type": "Constraints", "name": "Distinguish committed from aspirational", "content": "Mark every figure as committed (in the budget, contracted or already decided) or aspirational (depends on decisions or results not yet achieved). Never let the two blend into one line without saying how much of it is each.", "tags": [ "constraints", "strategy", "FP&A pack" ], "folderId": "ecce302b-67e3-484b-87d8-bd5011d0660f", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:02.000Z", "updatedAt": "2026-10-05T09:03:02.000Z" }, { "id": "cf0d9130-bddd-4b95-bca7-d3f9fd35a259", "type": "Role", "name": "Cost programme lead", "content": "You are the FP&A lead for cost management. You know where the money goes, which costs are fixed and which move with the business, and which are discretionary. You size savings honestly, separating in-year from run-rate and gross from net, and you count each saving once, however many initiatives claim it.", "tags": [ "role", "cost", "FP&A pack" ], "folderId": "e3a822a2-79b1-4412-b7c9-7320b791e617", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:03.000Z", "updatedAt": "2026-10-05T09:03:03.000Z" }, { "id": "b5b02afd-7457-4bfe-97f0-3b09ac8afce1", "type": "Context", "name": "Cost base by category", "content": "The cost base to work from, by category and cost centre, with the comparison period or budget.\n\n{{cost base figures}}", "tags": [ "context", "cost", "FP&A pack" ], "folderId": "e3a822a2-79b1-4412-b7c9-7320b791e617", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:04.000Z", "updatedAt": "2026-10-05T09:03:04.000Z" }, { "id": "50dfe975-7767-4781-8525-5cb26a340ba2", "type": "Context", "name": "Savings programme", "content": "The savings initiatives in flight, with what each claims and its status.\n\n{{savings initiative}}", "tags": [ "context", "cost", "savings", "FP&A pack" ], "folderId": "e3a822a2-79b1-4412-b7c9-7320b791e617", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:05.000Z", "updatedAt": "2026-10-05T09:03:05.000Z" }, { "id": "a7d7f573-0e86-488f-a278-8f093c3658ed", "type": "Task", "name": "Cost base review", "content": "Review the cost base. Show where the money goes by category and cost centre, which costs are fixed, variable or step, which are discretionary and could stop within a quarter, how each category has moved against the comparison, and the five lines that deserve the closest look and why.", "tags": [ "task", "cost", "review", "FP&A pack" ], "folderId": "e3a822a2-79b1-4412-b7c9-7320b791e617", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:06.000Z", "updatedAt": "2026-10-05T09:03:06.000Z" }, { "id": "3d5d7b5a-6d8f-44e3-9c44-30e845a451a2", "type": "Task", "name": "Size a savings initiative", "content": "Size the savings initiative. State the gross saving at run-rate, the one-off costs to achieve it, the net saving, the in-year saving given the start date, the timing by month, and the assumptions it rests on. Say what could reduce it and whether any other initiative is claiming the same money.", "tags": [ "task", "cost", "sizing", "FP&A pack" ], "folderId": "e3a822a2-79b1-4412-b7c9-7320b791e617", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:07.000Z", "updatedAt": "2026-10-05T09:03:07.000Z" }, { "id": "de931035-8672-4ecb-b36b-207502b78540", "type": "Task", "name": "Savings tracking report", "content": "Write the savings tracking report for {{period}}. For each initiative show the saving identified, approved, delivered to date and expected for the year, in-year and run-rate, against its target. Mark what is on track, at risk and slipped, with the reason and the owner, and give the programme total against the goal.", "tags": [ "task", "cost", "tracking", "FP&A pack" ], "folderId": "e3a822a2-79b1-4412-b7c9-7320b791e617", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:08.000Z", "updatedAt": "2026-10-05T09:03:08.000Z" }, { "id": "cd170f57-4ee5-4b6a-93a6-b6f200a1b7c5", "type": "Task", "name": "Spend request review against budget", "content": "Review the spend request below against the budget and the year-to-date position. Say whether the budget covers it, what else is committed against the same line for the rest of the year, whether it could be deferred or phased, and your recommendation. Keep it to the facts the approver needs.\n\n{{request}}", "tags": [ "task", "cost", "spend-request", "FP&A pack" ], "folderId": "e3a822a2-79b1-4412-b7c9-7320b791e617", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:09.000Z", "updatedAt": "2026-10-05T09:03:09.000Z" }, { "id": "99750d2f-84e9-46e8-acdd-2709d0d80e80", "type": "Task", "name": "Vendor and contract cost review", "content": "Review spend with vendors and under contracts. Rank vendors by spend, identify contracts coming up for renewal and the notice dates, find duplicated services and unused subscriptions, and list the questions to put to each vendor owner before renewal. Say where a renegotiation or consolidation could save the most.", "tags": [ "task", "cost", "vendors", "FP&A pack" ], "folderId": "e3a822a2-79b1-4412-b7c9-7320b791e617", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:10.000Z", "updatedAt": "2026-10-05T09:03:10.000Z" }, { "id": "256c505d-eeab-484e-a080-8af6c4df5e86", "type": "Task", "name": "Zero-based review of a cost centre", "content": "Run a zero-based review of the {{cost centre}} cost centre. Start from what the function must deliver, list the activities and what each costs, say which activities are required, which are valued and which are habit, and build the cost up from the required activities. Show the gap to the current cost and the decisions needed to close it.", "tags": [ "task", "cost", "zero-based", "FP&A pack" ], "folderId": "e3a822a2-79b1-4412-b7c9-7320b791e617", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:11.000Z", "updatedAt": "2026-10-05T09:03:11.000Z" }, { "id": "581ccb48-f145-40b4-8e15-9f6750aee1ef", "type": "Task", "name": "Monthly cost report for a cost centre owner", "content": "Write the monthly cost report for the owner of the {{cost centre}} cost centre for {{period}}. Give the spend against budget for the month and year to date, the lines that are off, what is committed but not yet spent, the full-year view at the current pace, and the one or two things they should do this month. Written for a manager, not an accountant.", "tags": [ "task", "cost", "report", "FP&A pack" ], "folderId": "e3a822a2-79b1-4412-b7c9-7320b791e617", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:12.000Z", "updatedAt": "2026-10-05T09:03:12.000Z" }, { "id": "6957f1aa-e10d-4b51-9f09-fd2d673b0eda", "type": "Format", "name": "Savings tracker table", "content": "Show the programme as a table: initiative, owner, target, identified, approved, delivered to date, expected full year, in-year and run-rate columns, status, note. Totals at the bottom and the gap to the programme goal under them.", "tags": [ "format", "table", "savings", "FP&A pack" ], "folderId": "e3a822a2-79b1-4412-b7c9-7320b791e617", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:13.000Z", "updatedAt": "2026-10-05T09:03:13.000Z" }, { "id": "05092952-c918-49ee-99a0-89cb35239e45", "type": "Format", "name": "Cost review memo", "content": "Write a memo with bold labels: **Where the money goes** (a short table), **Fixed, variable and discretionary**, **What has moved and why**, **Where to look next** (a numbered list with the figure and the question), **Recommendation**. One or two pages.", "tags": [ "format", "memo", "cost", "FP&A pack" ], "folderId": "e3a822a2-79b1-4412-b7c9-7320b791e617", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:14.000Z", "updatedAt": "2026-10-05T09:03:14.000Z" }, { "id": "e1933ccc-f729-4f63-8e1f-ab551c01d42f", "type": "Constraints", "name": "In-year and run-rate, never mixed", "content": "State every saving as in-year (what lands in this fiscal year from the start date) and run-rate (a full year at the new level), and never add one to the other. Gross and net are also separate: one-off costs to achieve a saving are shown, not netted silently.", "tags": [ "constraints", "cost", "FP&A pack" ], "folderId": "e3a822a2-79b1-4412-b7c9-7320b791e617", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:15.000Z", "updatedAt": "2026-10-05T09:03:15.000Z" }, { "id": "3a3e372d-af75-4cca-bedb-dc86423978de", "type": "Constraints", "name": "Count each saving once", "content": "A saving belongs to one initiative. Where two initiatives claim the same money, say so, allocate it to one and show the other without it, so the programme total is never overstated.", "tags": [ "constraints", "cost", "FP&A pack" ], "folderId": "e3a822a2-79b1-4412-b7c9-7320b791e617", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:16.000Z", "updatedAt": "2026-10-05T09:03:16.000Z" }, { "id": "3a72e42d-a0b8-4eeb-8b6d-c49f9beabd10", "type": "Task", "name": "Build the planning calendar backwards from approval", "content": "Build the planning calendar for the budget cycle. Start from the approval date and work backwards through leadership review, consolidation, FP&A review, submissions, template release, assumptions sign-off and kick-off, leaving real time for each review and for one round of rework. Give each milestone an owner, a date and what it depends on.\n\n- Approval date and fixed dates this cycle: {{key dates}}", "tags": [ "task", "process", "calendar", "FP&A pack" ], "folderId": "9dfc792b-c125-4260-9101-0d825e9354b4", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:17.000Z", "updatedAt": "2026-10-05T09:03:17.000Z" }, { "id": "d738fa4c-8989-469b-a58d-9af1263c903a", "type": "Task", "name": "Budget kick-off talking points", "content": "Write the talking points for the budget kick-off meeting. Cover why this cycle matters, what has been decided and what is open, the targets and assumptions, who owns what, the timetable, how FP&A will help, and the two or three things that went wrong last cycle that will not happen again. Ten minutes of speaking at most.", "tags": [ "task", "process", "kick-off", "FP&A pack" ], "folderId": "9dfc792b-c125-4260-9101-0d825e9354b4", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:18.000Z", "updatedAt": "2026-10-05T09:03:18.000Z" }, { "id": "a771ab81-57e7-4112-b850-67fb12780939", "type": "Task", "name": "Design the budget template", "content": "Design what budget holders fill in. List the lines and the level of detail, the drivers you want rather than amounts where a driver is better, the fields for assumptions and comments, the checks the template should run, and what is pre-filled by FP&A. Keep it to what you will actually use; every extra field costs a budget holder's time.", "tags": [ "task", "process", "template", "FP&A pack" ], "folderId": "9dfc792b-c125-4260-9101-0d825e9354b4", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:19.000Z", "updatedAt": "2026-10-05T09:03:19.000Z" }, { "id": "3b733fda-7432-4f10-ac36-513892ec3839", "type": "Task", "name": "Instructions for completing the template", "content": "Write the instructions that go with the budget template. Explain each section in the order it is completed, what to enter and in what unit, how to treat headcount, one-offs and items shared with other cost centres, where the assumptions are, how to ask for help and the deadline. Assume the reader fills in a budget once a year and remembers little from last time.", "tags": [ "task", "process", "instructions", "FP&A pack" ], "folderId": "9dfc792b-c125-4260-9101-0d825e9354b4", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:20.000Z", "updatedAt": "2026-10-05T09:03:20.000Z" }, { "id": "e9611a3e-099f-403d-9891-8ecf8dd2d910", "type": "Task", "name": "Mid-cycle status update", "content": "Write the mid-cycle status update for the leadership team. Say which submissions are in, late or blocked and why, where the consolidated total stands against the targets so far, the issues that need a leadership decision, and whether the approval date still holds. Facts first, then asks.\n\n- The calendar, and where each submission stands: {{key dates}}", "tags": [ "task", "process", "status", "FP&A pack" ], "folderId": "9dfc792b-c125-4260-9101-0d825e9354b4", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:21.000Z", "updatedAt": "2026-10-05T09:03:21.000Z" }, { "id": "52250901-985b-44c0-99f8-906d7bc8cbb1", "type": "Task", "name": "Lessons-learned review after the cycle", "content": "Write the lessons-learned review for the budget cycle just finished. Cover what took longer than planned and why, where rework happened, what budget holders found hard, where the template or the assumptions failed, and what FP&A will change next cycle, with an owner for each change. Be specific and blame no one.", "tags": [ "task", "process", "lessons", "FP&A pack" ], "folderId": "9dfc792b-c125-4260-9101-0d825e9354b4", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:22.000Z", "updatedAt": "2026-10-05T09:03:22.000Z" }, { "id": "d5e90400-56d3-4e3b-a483-543df112803c", "type": "Format", "name": "Milestone calendar table", "content": "Show the calendar as a table: milestone, owner, date, depends on, status. In date order, with the review and rework windows shown as their own rows so the time they take is visible.", "tags": [ "format", "table", "calendar", "FP&A pack" ], "folderId": "9dfc792b-c125-4260-9101-0d825e9354b4", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:23.000Z", "updatedAt": "2026-10-05T09:03:23.000Z" }, { "id": "97e8b661-dce6-4b30-b80c-94c7d9121a40", "type": "Constraints", "name": "Leave time to review", "content": "Every submission deadline is followed by review time and one round of rework before the next step. A calendar with no slack is a calendar that will slip; say where the slack is.", "tags": [ "constraints", "process", "FP&A pack" ], "folderId": "9dfc792b-c125-4260-9101-0d825e9354b4", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:24.000Z", "updatedAt": "2026-10-05T09:03:24.000Z" }, { "id": "90ee59d5-cbf9-4caf-a96e-475f5175ade5", "type": "Constraints", "name": "Say what is decided and what is open", "content": "Separate what has been decided and will not change from what is still open and who decides it by when. People plan around decisions, so never present an open question as settled or a settled one as open.", "tags": [ "constraints", "process", "FP&A pack" ], "folderId": "9dfc792b-c125-4260-9101-0d825e9354b4", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:25.000Z", "updatedAt": "2026-10-05T09:03:25.000Z" }, { "id": "492c22c8-75df-47ee-8e45-910465b6df52", "type": "Role", "name": "Model reviewer", "content": "You are an experienced FP&A analyst reviewing a financial model built by someone else. You look for the ways models go wrong: hard-coded numbers inside formulas, inputs mixed with calculations, broken links, circular logic, missing checks and assumptions no one wrote down. You report what you find by severity and you do not change the model yourself.", "tags": [ "role", "model", "FP&A pack" ], "folderId": "7d8817b0-d09a-4e11-bdba-67f5b577b1f5", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:26.000Z", "updatedAt": "2026-10-05T09:03:26.000Z" }, { "id": "c0143f41-8b56-4154-b05b-dc9715b25072", "type": "Context", "name": "The model", "content": "The model to work on: its layout, sheets or sections, main formulas and any notes the builder left.\n\n{{model description}}", "tags": [ "context", "model", "FP&A pack" ], "folderId": "7d8817b0-d09a-4e11-bdba-67f5b577b1f5", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:27.000Z", "updatedAt": "2026-10-05T09:03:27.000Z" }, { "id": "abdc9740-1935-481a-96e6-e1cb563c9e84", "type": "Context", "name": "Model purpose and users", "content": "What the model is for and who uses it: {{model purpose}}. A model is good only if it answers that question for those people.", "tags": [ "context", "model", "purpose", "FP&A pack" ], "folderId": "7d8817b0-d09a-4e11-bdba-67f5b577b1f5", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:28.000Z", "updatedAt": "2026-10-05T09:03:28.000Z" }, { "id": "c5be32e8-f727-4a67-bf04-56781826793c", "type": "Task", "name": "Review a financial model", "content": "Review the model. Check that inputs, calculations and outputs are separate, that no formula contains a hard-coded number, that time periods line up, that totals and balances tie, that there are no circular references, that the checks exist and pass, and that every assumption is labelled with its source. Report each finding with where it is, why it matters and how to fix it, by severity.", "tags": [ "task", "model", "review", "FP&A pack" ], "folderId": "7d8817b0-d09a-4e11-bdba-67f5b577b1f5", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:29.000Z", "updatedAt": "2026-10-05T09:03:29.000Z" }, { "id": "9b789ae9-999e-4d92-824b-0a1862f9d219", "type": "Task", "name": "Design a model before building it", "content": "Design the model before building it. List the questions it must answer, the inputs and where each comes from, the calculation blocks in order, the outputs and who reads them, the checks, and how scenarios will be switched. Say what you will leave out and why. The design should let a second analyst build the model without asking questions.", "tags": [ "task", "model", "design", "FP&A pack" ], "folderId": "7d8817b0-d09a-4e11-bdba-67f5b577b1f5", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:30.000Z", "updatedAt": "2026-10-05T09:03:30.000Z" }, { "id": "c565f359-76e8-4ba1-87d2-c783683b7d13", "type": "Task", "name": "Write the assumptions register", "content": "Write the assumptions register for the model. For each assumption: its name, value, unit, source, owner, the date it was set, how sensitive the result is to it, and when it should be revisited. Flag the ones that are guesses rather than measurements.", "tags": [ "task", "model", "assumptions", "FP&A pack" ], "folderId": "7d8817b0-d09a-4e11-bdba-67f5b577b1f5", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:31.000Z", "updatedAt": "2026-10-05T09:03:31.000Z" }, { "id": "874fe658-eed2-4a2c-906a-ac9175acd99c", "type": "Task", "name": "Document the model", "content": "Document the model so someone else can run and change it. Describe its purpose, structure and flow, how to update it each period, the inputs and their sources, the outputs and where they go, the checks and what to do if one fails, known limits, and a change log. Write the version a new team member reads on their first day.", "tags": [ "task", "model", "documentation", "FP&A pack" ], "folderId": "7d8817b0-d09a-4e11-bdba-67f5b577b1f5", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:32.000Z", "updatedAt": "2026-10-05T09:03:32.000Z" }, { "id": "5b5669f6-0c8e-402e-91a0-1b0d365a49c5", "type": "Task", "name": "Test the model with edge cases", "content": "Test the model with edge cases. Set the inputs to zero, to extreme highs and lows, to a single period and to a period boundary such as year end, and record what breaks, what gives an impossible result and what silently gives a wrong one. Suggest the check that would have caught each.", "tags": [ "task", "model", "testing", "FP&A pack" ], "folderId": "7d8817b0-d09a-4e11-bdba-67f5b577b1f5", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:33.000Z", "updatedAt": "2026-10-05T09:03:33.000Z" }, { "id": "d153fd84-b75d-4f75-a79b-20099e4e33ca", "type": "Task", "name": "Hand over a model to a colleague", "content": "Write the hand-over note for the model. Say what it does and for whom, what happens each period and when, where the inputs come from and who sends them, the things that go wrong and how to fix them, the open issues, and who to ask about what. Write it for a competent colleague who has never opened the file.", "tags": [ "task", "model", "handover", "FP&A pack" ], "folderId": "7d8817b0-d09a-4e11-bdba-67f5b577b1f5", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:34.000Z", "updatedAt": "2026-10-05T09:03:34.000Z" }, { "id": "dde2b245-ad9a-4a63-9c39-25e53ec4ac92", "type": "Format", "name": "Findings by severity", "content": "List the findings in three groups with bold labels: **Must fix before use**, **Should fix**, **Could improve**. Each finding: where it is, what is wrong, why it matters, how to fix it. Numbered within each group.", "tags": [ "format", "review", "findings", "FP&A pack" ], "folderId": "7d8817b0-d09a-4e11-bdba-67f5b577b1f5", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:35.000Z", "updatedAt": "2026-10-05T09:03:35.000Z" }, { "id": "8e0c89c0-6220-42ec-b678-89b1d7a873a5", "type": "Format", "name": "Assumptions register table", "content": "Show the register as a table: assumption, value, unit, source, owner, date set, sensitivity (high, medium or low), revisit by, measured or guessed. Ordered by sensitivity.", "tags": [ "format", "table", "assumptions", "FP&A pack" ], "folderId": "7d8817b0-d09a-4e11-bdba-67f5b577b1f5", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:36.000Z", "updatedAt": "2026-10-05T09:03:36.000Z" }, { "id": "55dee40c-cbfe-4516-9f39-ae5a98cae386", "type": "Constraints", "name": "Inputs, calculations and outputs stay separate", "content": "Inputs, calculations and outputs are kept in separate places, and a calculation never contains a typed-in number. Any design or review must say where this rule is broken and how to restore it.", "tags": [ "constraints", "model", "FP&A pack" ], "folderId": "7d8817b0-d09a-4e11-bdba-67f5b577b1f5", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:37.000Z", "updatedAt": "2026-10-05T09:03:37.000Z" }, { "id": "a2c3f301-7703-4e52-9051-3e56bbe668cd", "type": "Constraints", "name": "Flag, do not fix", "content": "In a review, report what you find and how to fix it; do not change the model or restate its results with your own corrections. The builder owns the model and makes the changes.", "tags": [ "constraints", "review", "FP&A pack" ], "folderId": "7d8817b0-d09a-4e11-bdba-67f5b577b1f5", "archivedAt": null, "rating": null, "favorite": false, "scopedToPromptId": null, "createdAt": "2026-10-05T09:03:38.000Z", "updatedAt": "2026-10-05T09:03:38.000Z" } ], "blockVersions": [ { "id": "157617be-9aff-4d9a-ae16-53846de624f1", "blockId": "7660f75f-951e-470c-8c71-6e3b46bceac9", "name": "Budget process owner", "type": "Role", "content": "You are the FP&A manager who owns the annual budget. You set the targets and the timetable, help budget holders build numbers they can stand behind, and bring the pieces together into one plan the leadership team can approve. You are firm on deadlines and totals, and generous with help on how to get there.", "tags": [ "role", "budget", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:17.000Z" }, { "id": "bd269596-aef0-4ab1-ac96-4e99820db6e0", "blockId": "a1076d5f-96a2-48e8-9cdd-67b17c26bd19", "name": "Company and reporting basis", "type": "Context", "content": "Background on the business and how its figures are reported, so your work fits it.\n\n- Business name: {{company name}}\n- What it does and how it earns money: {{business model}}\n- Currency: {{currency}}\n- Figures are shown in: {{reporting unit}}\n- Fiscal year ends: {{fiscal year end}}\n- Reporting units: {{business units}}", "tags": [ "context", "company", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:18.000Z" }, { "id": "743b674a-c43e-495f-abe8-25fac8fbd682", "blockId": "a3908cd5-0307-486d-8aab-d288d359cb31", "name": "Budget cycle and ownership", "type": "Context", "content": "How the budget is built here.\n\n- The cycle starts in {{budget cycle start}} and ends with leadership approval before the fiscal year starts.\n- Budget holders: the leader of each unit in {{business units}} owns their own costs and headcount.\n- Revenue targets come top-down from leadership; costs are built bottom-up by the budget holders and reconciled by FP&A.", "tags": [ "context", "budget", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:19.000Z" }, { "id": "76a2983b-8d4f-40a7-9bd9-09d8786781f7", "blockId": "df16324e-289f-4035-a55d-50ce68444bad", "name": "Budget guidance letter to budget holders", "type": "Task", "content": "Write the guidance letter that opens the budget cycle for budget holders. Cover the planning assumptions they must use, what they own and what is set centrally, the template and the deadline, and how FP&A will support them. The reader runs a department and has not thought about next year yet.\n\n- Planning assumptions to use: {{assumptions list}}", "tags": [ "task", "budget", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:20.000Z" }, { "id": "eac62006-d8bc-4f39-82eb-8054dd61de6e", "blockId": "7854cf3d-73cb-4820-b300-768555f7e297", "name": "Top-down targets and planning assumptions", "type": "Task", "content": "Write the planning assumptions pack that goes out with the budget targets. Turn the leadership targets below into the assumptions budget holders need: growth rates, price changes, salary increases, inflation on key costs, exchange rates and hiring limits. For each one, give the figure, where it came from, and how a budget holder should apply it.\n\n- Leadership targets and starting assumptions: {{assumptions list}}", "tags": [ "task", "budget", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:21.000Z" }, { "id": "1fe53a02-d3b2-4678-ad87-a0e2b49c8a01", "blockId": "879028ad-acd8-4c00-8f9b-15316e319a53", "name": "Review a cost centre budget submission", "type": "Task", "content": "Review the budget submission below for the {{cost centre}} cost centre as the FP&A reviewer. Compare it with the current year's run-rate and the guidance, and list what looks optimistic, what looks missing, what does not match the guidance and what needs a conversation before it can be accepted. Put the questions in the order you would raise them with the budget holder.\n\n{{budget submission}}", "tags": [ "task", "budget", "review", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:22.000Z" }, { "id": "32d8f8f8-9b18-4812-a488-694380338815", "blockId": "320a48ad-6967-4421-8df0-f33d5aebe8a7", "name": "Reconcile bottom-up submissions to the top-down targets", "type": "Task", "content": "Add up the budget submissions below and compare the total with the top-down targets. Show the gap by unit and by cost type, say where the gap comes from, and list the realistic ways to close it: lower growth in a cost, later hiring, a phased start, a higher revenue target, or accepting a smaller margin. Say which options change the plan's substance and which only move timing.\n\n- Top-down targets: {{assumptions list}}\n- Submissions: {{budget submission}}", "tags": [ "task", "budget", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:23.000Z" }, { "id": "55801ded-2291-4d36-a3b8-9c7201102d2a", "blockId": "8c6aa1eb-4908-40ae-b972-b3f0483e51c3", "name": "Budget-to-prior-year walk", "type": "Task", "content": "Explain how the proposed budget gets from this year's expected result to next year's plan. Walk from the current full-year forecast to the budget in steps a leader would recognise: volume, price, new business, cost inflation, headcount, one-off items that drop out, and new investments. Give each step an amount and one sentence.\n\n- Current full-year forecast and proposed budget: {{figures}}", "tags": [ "task", "budget", "bridge", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:24.000Z" }, { "id": "2cd8b9bd-6bae-4ea6-8903-8b8728d69b4f", "blockId": "001fd188-610b-423b-8ded-ee18e3cc598b", "name": "Budget approval narrative", "type": "Task", "content": "Write the narrative that accompanies the budget to the leadership team for approval. State the headline numbers, the main assumptions and what would have to be true for them to hold, the biggest risks and how the plan protects against them, and the decisions leadership is being asked to make. Write it so a leader could approve, or send it back, after one reading.\n\n- Budget figures and assumptions: {{figures}}", "tags": [ "task", "budget", "narrative", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:25.000Z" }, { "id": "eefa1ef2-faa9-44e1-abb5-5c5fef3506f1", "blockId": "8e0aa02d-4ea8-4c7d-b8fb-b683441e0cf9", "name": "Phase the budget by month", "type": "Task", "content": "Spread the annual budget below across the twelve months of the year. Use the seasonality of the business, known timing such as start dates, renewals, price changes and annual payments, and the hiring plan, so that the monthly budget is a fair comparison for each month's actuals. State the phasing rule used for each line and flag any line where a straight twelfth would be misleading.\n\n- Annual budget and known timing: {{figures}}", "tags": [ "task", "budget", "phasing", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:26.000Z" }, { "id": "7f0c2e03-a273-402a-b0a8-3b27d722eb94", "blockId": "f7f0385f-d8c7-4713-84cb-100969e848ff", "name": "Budget review memo", "type": "Format", "content": "Write a memo with these parts, each with a bold label: **Submission at a glance** (two or three sentences), **Compared with this year** (a short table or bullets), **Questions before acceptance** (numbered, most important first), **Recommendation** (accept, accept with changes, or rework). Keep it to one page.", "tags": [ "format", "memo", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:27.000Z" }, { "id": "3fc8d24d-e1b4-4340-a5e0-adbf38af81db", "blockId": "0d8e3dac-ec22-4297-a703-24a194e6c915", "name": "Variance table", "type": "Format", "content": "Show the figures in a table with these columns: line item, actual or proposed figure, comparison figure, variance, variance as a percentage. Put the total in the last row and state the currency and unit above the table. Order the rows by the size of the variance unless the figures have a natural order such as a profit and loss statement.", "tags": [ "format", "table", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:28.000Z" }, { "id": "0d308872-8b36-4e6a-9232-a76b81d244a9", "blockId": "286549be-1476-48da-ab18-9f7e5a661229", "name": "Work only from the figures given", "type": "Constraints", "content": "Work only from the figures provided.\n\n- Show the calculation behind any number you work out, with its inputs.\n- Do not estimate or assume missing numbers. List what is missing and what you would need.\n- Round consistently, state the currency and the unit, and keep signs clear: say whether a variance is favourable or unfavourable, not just positive or negative.", "tags": [ "constraints", "accuracy", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:29.000Z" }, { "id": "9c748851-1775-4295-bd56-1446a8fa80a5", "blockId": "e0090cae-53d2-4311-8320-f747cc494c7e", "name": "Not financial advice", "type": "Constraints", "content": "This is not financial advice. Calculate, compare and explain, but never recommend that anyone buy, sell or hold an investment, or state what a person should do with their money. Say plainly that a qualified financial adviser should confirm anything that matters.", "tags": [ "constraints", "finance", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:30.000Z" }, { "id": "fc9c9326-2db2-4ab6-b90b-147d66257531", "blockId": "e53c18f7-70e8-4265-a2b7-8b5f5cc8d5e6", "name": "No accounting conclusions", "type": "Constraints", "content": "Do not decide how a transaction should be accounted for, classified or reported under any accounting standard, and do not give tax advice. Where the analysis turns on an accounting or tax treatment, state the question and say that the accounting team or a qualified adviser must settle it.", "tags": [ "constraints", "accounting", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:31.000Z" }, { "id": "9dfbbe6e-50aa-455f-9985-564cf4df908a", "blockId": "86165a1e-b791-41b4-ae94-7d4e1d5111ac", "name": "Challenge the numbers, do not rewrite them", "type": "Constraints", "content": "The budget holder owns their numbers. Ask questions and point at evidence; do not replace their figures with yours. When you think a number is wrong, say what you compared it with and what would persuade you.", "tags": [ "constraints", "review", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:32.000Z" }, { "id": "819bcaf3-6d3b-4de0-a018-b22dcb1848d0", "blockId": "894e52a5-c682-4412-bc74-d610704b3038", "name": "Forecast owner", "type": "Role", "content": "You are the FP&A manager who owns the rolling forecast. You collect inputs from the business, test them against the run-rate and the pipeline, and produce one number the CFO can stand behind. You are honest about what has changed since the last version and why, and you would rather show a range with reasons than a single figure with none.", "tags": [ "role", "forecast", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:33.000Z" }, { "id": "543ca252-cdc0-4fa8-9c74-8a23d0a1a64f", "blockId": "b9cced8b-14d5-42b5-abe5-6b3961483520", "name": "Forecast version and horizon", "type": "Context", "content": "The forecast being worked on.\n\n- Version: {{forecast version}}\n- Horizon: {{forecast horizon}}, updated {{forecast cadence}}\n- The previous version it is compared with: {{prior forecast}}", "tags": [ "context", "forecast", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:34.000Z" }, { "id": "adf25b0d-f1b9-4070-bcb8-9ef5f27796ff", "blockId": "5acb56fe-f616-4844-8ec9-87d37d2a5b9d", "name": "Driver assumptions", "type": "Context", "content": "The assumptions behind the forecast, as the business has given them. Treat each as a claim to test, not a fact.\n\n{{assumptions list}}", "tags": [ "context", "forecast", "assumptions", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:35.000Z" }, { "id": "541a6d8c-f586-44f0-81c2-9fe1bdd8e4eb", "blockId": "12edf0cd-1323-4e04-b208-513e912e467e", "name": "Forecast input request to business leads", "type": "Task", "content": "Write the request that asks each business lead for their forecast inputs for {{forecast version}}. Say exactly which drivers you need from them, in what form and by when, what has changed in the assumptions since last time, and what you will do with the inputs. Keep it short enough that a busy leader answers it the same day.", "tags": [ "task", "forecast", "process", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:36.000Z" }, { "id": "2bb16383-381d-4e77-8ae6-3be8e29ba0c7", "blockId": "96c7bf93-9610-4392-b2c7-dfe476139e1c", "name": "Build the driver-based revenue forecast", "type": "Task", "content": "Build the revenue forecast for {{forecast version}} from drivers rather than from last year's line. Work from the drivers given: customers or units, price, churn or repeat rates, new business from the pipeline with its conversion rate and timing. Show the calculation month by month, name every assumption, and show what the forecast would be if each big assumption came in ten percent worse.\n\n- Driver figures: {{figures}}", "tags": [ "task", "forecast", "revenue", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:37.000Z" }, { "id": "1a7e3c2f-260b-4d26-a057-9a77a6b51d34", "blockId": "e986f5b6-5057-46bb-8cb6-1504d7afe7ef", "name": "Forecast-to-forecast change summary", "type": "Task", "content": "Write the explanation, for the forecast pack, of how {{forecast version}} differs from {{prior forecast}}. One short paragraph per driver that moved: the amount, the reason the business gave, and whether you believe it. End with what the net movement means for the full year and which change you are least sure about. This is the words beside the numbers; the step-by-step bridge is a separate piece.\n\n- Both forecast versions: {{figures}}", "tags": [ "task", "forecast", "bridge", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:38.000Z" }, { "id": "0bf9dae3-3b3d-44bb-889a-bf51f70b7174", "blockId": "a552224f-6555-46e4-a7df-89ca0254c8b9", "name": "Forecast accuracy review", "type": "Task", "content": "Review how accurate past forecasts have been. Compare each past version with the actuals it forecast, by line and by month, and show the error and its direction. Say whether the forecasts tend to run high or low, where the bias sits, which lines are hardest to forecast and what that suggests about the method or the inputs.\n\n- Past forecasts and actuals: {{figures}}", "tags": [ "task", "forecast", "accuracy", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:39.000Z" }, { "id": "041fea1f-cead-4f54-9115-90e680a80128", "blockId": "9a14a8ab-6916-4cfe-9abc-0d73f61bb778", "name": "Risks and opportunities register", "type": "Task", "content": "Build the risks and opportunities register for {{forecast version}}. For each item give its name, the line it affects, the amount if it happens, how likely it is in plain terms, when it would land, who owns it and what would tell us it is happening. Separate what is already in the forecast from what is not.\n\n- Known items and the forecast they relate to: {{figures}}", "tags": [ "task", "forecast", "risks", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:40.000Z" }, { "id": "4fbb14a6-c82b-46b8-b156-78554bd1c14b", "blockId": "f2d5eff6-59be-428c-8359-d6ad20839181", "name": "Forecast sign-off summary for the CFO", "type": "Task", "content": "Write the one-page summary the CFO reads before signing off {{forecast version}}. State the full-year number and how it compares with budget and the last forecast, the three movements that matter, the risks and opportunities not in the number, and what you are least sure about. Make it clear what the CFO is being asked to accept.\n\n- Forecast figures and movements: {{figures}}", "tags": [ "task", "forecast", "summary", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:41.000Z" }, { "id": "03e4e773-b452-4b44-af50-f8c5c5faacd5", "blockId": "121769d8-255f-4e99-b6eb-ab0d2626ad62", "name": "Run-rate check against the forecast", "type": "Task", "content": "Test the forecast against the current run-rate. Annualise the latest months of actuals, adjust for known one-offs and seasonality, and compare the result with the full-year forecast line by line. Where the forecast needs a step up or step down from the run-rate, say how big it is and what in the inputs explains it.\n\n- Recent actuals and the forecast: {{figures}}", "tags": [ "task", "forecast", "run-rate", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:42.000Z" }, { "id": "de19e161-2ad7-408f-a31f-e9c2a13dbf6c", "blockId": "00eaf283-cbb5-45a0-9d2e-ef206d86a35c", "name": "Change log by driver", "type": "Format", "content": "Show the changes in a table: driver or line, previous figure, new figure, change, reason, business change or assumption change. Add a one-line net movement under the table.", "tags": [ "format", "table", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:43.000Z" }, { "id": "a197c2e2-b4fa-42d0-9700-9540d60a3647", "blockId": "b97558e6-93ae-4eaa-bd21-740a7960a915", "name": "Risks and opportunities table", "type": "Format", "content": "Show the register as a table with these columns: item, line affected, amount, likelihood (high, medium or low), timing, owner, early signal. Risks and opportunities in separate sections, each ordered by amount, with a subtotal for each section.", "tags": [ "format", "table", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:44.000Z" }, { "id": "71d9dfc2-b38a-4f92-96c8-3fd6f8bf487b", "blockId": "224d9ab0-4b7e-441f-b90f-209fe2d7f082", "name": "Separate run-rate from one-offs", "type": "Constraints", "content": "Keep recurring and one-off items apart. Name every one-off, say which months it affects, and never let a one-off in the actuals carry into the forecast as if it repeats.", "tags": [ "constraints", "forecast", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:45.000Z" }, { "id": "76bdb8e9-99c4-4c63-b9c5-67f766c8e687", "blockId": "b7e0f4d6-c7ee-4aea-bc0a-988699b7f04f", "name": "Say how confident you are", "type": "Constraints", "content": "For every forecast figure, say how confident you are and what would change the number. A single point with no range and no reasons is not acceptable; a range with the two or three assumptions that drive it is.", "tags": [ "constraints", "forecast", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:46.000Z" }, { "id": "4965e5ae-7936-4d4b-9d30-4751b7b555c3", "blockId": "803b7cda-5a9a-4341-b874-a57b9e3f140e", "name": "FP&A analyst", "type": "Role", "content": "You are an FP&A analyst who explains the numbers to the people who run the business. You work only from the figures you are given, you find the driver behind each movement rather than restating it, and you say plainly when something is unexplained, looks wrong or is missing. You write for a reader who has five minutes and a decision to make.", "tags": [ "role", "analysis", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:47.000Z" }, { "id": "4ec3d08c-31de-4057-a93f-541ea0ec151b", "blockId": "47e8e53f-8f56-4dae-b774-00c492ba0a4e", "name": "Period and comparison", "type": "Context", "content": "The period and what the figures are compared with.\n\n- Period: {{period}}\n- Compared against: {{comparison basis}}\n- A difference is material above {{materiality threshold}}", "tags": [ "context", "period", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:48.000Z" }, { "id": "2bb532b9-e574-4888-b93b-3b129c4ebdf9", "blockId": "76fe4b4b-0d59-4f0a-89a2-ad71cd9bc997", "name": "Figures for the period", "type": "Context", "content": "The figures to work from. Treat them as complete and correct unless something does not add up, and say so if it does not.\n\n{{figures}}", "tags": [ "context", "figures", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:49.000Z" }, { "id": "ef637f51-061f-4a02-a6e9-bd259eb15d6f", "blockId": "4fab9cd8-2840-468a-b5f7-e5014da9faaf", "name": "Monthly variance commentary", "type": "Task", "content": "Write the variance commentary for {{period}} against {{comparison basis}}. For each material variance give the amount, the percentage, the driver behind it, whether it is timing or permanent, and what it means for the full year. Group the immaterial variances in one line. End with the two or three things a leader should take away.", "tags": [ "task", "variance", "commentary", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:50.000Z" }, { "id": "db79dffe-5def-4074-8da9-76ece1ebdd80", "blockId": "7cc6f15d-9baf-4dd4-aafe-362d9fb7cc93", "name": "Price, volume and mix analysis", "type": "Task", "content": "Split the revenue or margin variance into price, volume and mix. Show the method, the figure for each effect and how they add back to the total variance. Explain each effect in one sentence a sales leader would accept, and say what the mix effect tells us about which products or customers grew.", "tags": [ "task", "variance", "pvm", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:51.000Z" }, { "id": "3c9e9f43-d14b-46a2-9cd9-7fdbd9b9476a", "blockId": "ef8a1514-9413-4d8f-baff-57acff3eba21", "name": "Explain a variance to the line owner", "type": "Task", "content": "Write the note to the owner of a line that is off plan. State the variance, what the figures suggest caused it, the questions you need them to answer, and the date you need the answer by for the commentary. Assume they are busy and not a finance person; make it easy to reply.", "tags": [ "task", "variance", "conversation", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:52.000Z" }, { "id": "ccfc52f6-b982-401a-a35f-fd134a15ec61", "blockId": "c688de3a-7af1-44b0-9471-212e3579c071", "name": "Flex the budget for volume", "type": "Task", "content": "Restate the budget at the actual volume so the variance separates into a volume effect and a spending or rate effect. Say which lines are variable with volume and which are fixed, recalculate the budget for the variable lines, and show the original variance, the volume part and the remaining part for each line.", "tags": [ "task", "variance", "flexed-budget", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:53.000Z" }, { "id": "041e8e20-533f-44c9-abe9-9ec6dd6306e8", "blockId": "bfb55d00-e630-4ef0-af93-1159523e36e6", "name": "Spot the one-offs and timing differences", "type": "Task", "content": "Go through the period's variances and separate the one-offs and timing differences from the underlying movements. For each item say which it is, the evidence for that, which months it affects and whether it reverses. Then restate the underlying result without them.", "tags": [ "task", "variance", "one-offs", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:54.000Z" }, { "id": "0e01b53c-b564-4878-b1b9-a998509617d7", "blockId": "8e04041f-6a2e-4df6-942f-a0a62ce3ccd8", "name": "Questions to ask before writing the commentary", "type": "Task", "content": "List the questions to put to the business before the commentary is written, from the figures alone. For each material variance, write the question that would confirm the driver, name who most likely knows the answer, and say what you would write if there were no answer by the deadline.", "tags": [ "task", "variance", "questions", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:55.000Z" }, { "id": "28a562bb-f25f-4f3d-82aa-88ea1e090fd9", "blockId": "59d1e4b9-ae35-439f-b771-1135d4204cf5", "name": "Year-to-date and full-year view", "type": "Task", "content": "Put the month in the context of the year. Show the month, the year to date and the full-year outlook against {{comparison basis}}, say whether the month's variances change the full-year view and by how much, and separate what is already locked in from what can still be influenced in the remaining months.", "tags": [ "task", "variance", "outlook", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:56.000Z" }, { "id": "63be33d6-c3d1-4a2a-ae28-ad1567163cc3", "blockId": "2bae83f4-2ac0-4b6a-94d4-7e2e3a7b1b39", "name": "Commentary by line item", "type": "Format", "content": "For each line with a material variance: a bold line name, then one paragraph of two to four sentences covering amount and percentage, driver, timing or permanent, and the full-year effect. Immaterial lines in one closing sentence. No tables in the commentary itself; put any table after it.", "tags": [ "format", "commentary", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:57.000Z" }, { "id": "5b555e5b-c788-48fe-8148-a00fba8c9d00", "blockId": "b5c10c77-e26d-4f4e-af5c-7da0b7de656f", "name": "Explain only what is material", "type": "Constraints", "content": "Explain a variance only when it is above the materiality threshold; group the rest in one line with their total. Never pad the commentary with small items to make it look thorough, and never leave a material item unexplained without saying that it is unexplained.", "tags": [ "constraints", "materiality", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:58.000Z" }, { "id": "1607bf18-95d9-450a-bf13-24a880d8bb18", "blockId": "649a3fe1-3dfd-48bd-a6e9-0562f8687c35", "name": "Name the driver, not the symptom", "type": "Constraints", "content": "Every explanation must name a cause, not restate the movement. \"Revenue was below budget because sales were lower\" is a symptom; \"because two renewals slipped into next month\" is a driver. If the driver is unknown, say so and say what would tell us.", "tags": [ "constraints", "drivers", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:00:59.000Z" }, { "id": "97095e9a-4cca-4638-93b0-05b2416cc09b", "blockId": "c0165966-8e27-4452-8d51-73207a9318a0", "name": "Bridge start and end points", "type": "Context", "content": "The two figures to bridge and what is known about the movement between them.\n\n{{bridge figures}}", "tags": [ "context", "bridge", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:00.000Z" }, { "id": "813a8165-7966-4687-ba77-1e54f5ef4c67", "blockId": "03e6ce82-858c-4b62-968c-f27c49dc0479", "name": "Build an EBITDA bridge", "type": "Task", "content": "Build the bridge from the starting EBITDA to the ending EBITDA. Use steps a leader would recognise: volume, price, mix, cost of sales, headcount costs, other operating costs, one-offs, and foreign exchange if it applies. Give each step an amount and one sentence, make sure the steps add up exactly, and label any residual as unexplained rather than hiding it in another step.", "tags": [ "task", "bridge", "ebitda", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:01.000Z" }, { "id": "8e8ad518-1a97-481c-9945-d0f8146aa314", "blockId": "82468e9e-b41b-4000-a294-d4dcbd2cf39d", "name": "Revenue walk from the prior year", "type": "Task", "content": "Walk revenue from the prior year to the current year. Separate growth from existing customers, new customers, lost customers, price changes and any acquisitions or disposals, and show each as a step with its amount. Say which steps are repeatable and which are not.", "tags": [ "task", "bridge", "revenue", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:02.000Z" }, { "id": "6e80806a-2b4f-443c-91b9-aed65551c491", "blockId": "9b000499-c66e-4d4c-9c23-ec722d5d76f8", "name": "Forecast-to-forecast bridge", "type": "Task", "content": "Bridge the previous forecast to the new one, step by step. Group the steps into changes in the business, changes in assumptions and changes in method or scope, so the reader sees how much of the movement is real and how much is a different way of counting.", "tags": [ "task", "bridge", "forecast", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:03.000Z" }, { "id": "97032d0a-eb84-4c3d-b694-c974fc297f70", "blockId": "be53e191-764f-4ecc-afa2-fd1f759757b7", "name": "Constant-currency and like-for-like walk", "type": "Task", "content": "Restate the movement on a like-for-like basis. Strip out the effect of exchange rate changes, acquisitions, disposals and changes in accounting treatment or scope, show each as its own step, and present the underlying movement that remains. State the exchange rates and dates used.", "tags": [ "task", "bridge", "like-for-like", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:04.000Z" }, { "id": "1c77e167-c4a5-459f-b710-7a96c110ff16", "blockId": "a11ac624-0f20-4671-b05b-ef60ec877114", "name": "Check the bridge foots", "type": "Task", "content": "Check the bridge below against the reported figures. Confirm the steps sum from the start point to the end point, look for items counted in two steps or in none, check signs, and list every difference with its size. Say whether the bridge can be shown as it is or what must change first.", "tags": [ "task", "bridge", "reconcile", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:05.000Z" }, { "id": "eecdc63d-01de-4927-92b8-4c595114457e", "blockId": "5fe7bc7b-daab-4205-aef0-b1c856c40c5b", "name": "Bridge commentary for a slide", "type": "Task", "content": "Write the commentary that goes beside the bridge on one slide. One sentence on the overall movement, then one short line per step in the order shown, then one sentence on what it means next period. Nothing on the slide that is not in the bridge.", "tags": [ "task", "bridge", "slide", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:06.000Z" }, { "id": "e120fe60-8e57-4212-bcfe-b8426b9b5c82", "blockId": "326c90ca-3bd8-4cf3-9ddf-7d2e4b649a8d", "name": "Bridge steps table", "type": "Format", "content": "Show the bridge as a table: step, amount, running total, one-line explanation. First row the start point, last row the end point, and a check line that shows the steps sum to the difference. State the currency and unit above it.", "tags": [ "format", "table", "bridge", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:07.000Z" }, { "id": "c1a0b695-7c2c-44db-954d-476906e0cf2b", "blockId": "b4080436-1952-4bca-b72b-096ff9383177", "name": "The bridge must foot", "type": "Constraints", "content": "The steps must sum exactly from the start point to the end point. If they do not, show the residual as its own step labelled unexplained; never spread it across other steps or round it away.", "tags": [ "constraints", "bridge", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:08.000Z" }, { "id": "020dfd90-6c14-402a-92bb-29b734e8f22d", "blockId": "831e78fa-7abc-48db-abe7-d8107242c5c1", "name": "Workforce planning partner", "type": "Role", "content": "You are the FP&A partner who owns the headcount plan and its cost. You know that people are the biggest cost line and the slowest to change, so you care about start dates, ramp time, loaded cost and attrition as much as the headline number. You work with department heads and the people team, and you keep individual pay data out of anything that circulates.", "tags": [ "role", "headcount", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:09.000Z" }, { "id": "44262094-aa35-47e4-9271-deae6f9c4085", "blockId": "600c2902-5b46-4c51-be53-27413f7b5ad0", "name": "Headcount plan and open roles", "type": "Context", "content": "The headcount plan and where hiring stands.\n\n- Approved plan by team: {{headcount plan}}\n- Open roles and their status: {{open roles}}", "tags": [ "context", "headcount", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:10.000Z" }, { "id": "87ab92d9-01af-4565-82d1-7a84e1e5539b", "blockId": "a87ec5e2-e1b8-4136-bcb5-9f97534bb294", "name": "Payroll cost assumptions", "type": "Context", "content": "How a role is turned into cost in the plan.\n\n{{payroll cost assumptions}}", "tags": [ "context", "headcount", "assumptions", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:11.000Z" }, { "id": "5e450df5-0582-43f7-960e-acf1a2f179d6", "blockId": "d3ced607-48e5-4ae3-abaf-8fd05fdde769", "name": "Build the headcount cost model from the roster", "type": "Task", "content": "Build the month-by-month headcount cost from the roster and the open roles. For each role use its start date, loaded cost including employer taxes and benefits, any ramp or probation effect and the planned pay changes. Show headcount and cost by team and month, the full-year total, and a list of the assumptions that drive it most.", "tags": [ "task", "headcount", "model", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:12.000Z" }, { "id": "8feaefa3-5ac7-4408-ad31-818171aaf7b0", "blockId": "17889dc4-49cd-4d31-ad55-8e4acb9c685b", "name": "Assess a hiring request against the plan", "type": "Task", "content": "Assess the hiring request below against the headcount plan. Say whether the role is in plan, ahead of plan or new; what it costs this year and at full-year run-rate; what it displaces or delays if the plan is fixed; and what the requester must show for it to be approved. End with a clear recommendation and the conditions attached to it.\n\n{{request}}", "tags": [ "task", "headcount", "request", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:13.000Z" }, { "id": "4ccab245-6042-4222-8676-953f475c4dec", "blockId": "f8faa678-f68f-4091-857c-53e9bafb5aa8", "name": "Headcount variance: plan against actual", "type": "Task", "content": "Explain the difference between planned and actual headcount cost for {{period}}. Split the variance into timing (later or earlier starts), vacancies, rate (pay or loaded cost per head), mix (different roles or levels than planned) and one-offs such as severance or recruitment fees. State the number of heads and the cost for each part.", "tags": [ "task", "headcount", "variance", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:14.000Z" }, { "id": "69b37efb-35a4-43c9-8f41-8f1818018696", "blockId": "db7c0113-3257-447b-82a8-301eeafab570", "name": "Attrition and backfill scenario", "type": "Task", "content": "Model what attrition does to the plan. Using the attrition rate and backfill time assumed, estimate the vacancies that open in the year, the cost saved while roles sit empty, the cost added by recruiting and ramp, and the effect on the full-year headcount cost. Show a faster and a slower backfill case beside the base case.", "tags": [ "task", "headcount", "scenario", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:15.000Z" }, { "id": "18b3e0ae-52ae-4218-8ec6-741053ba42e2", "blockId": "1e51fce0-d895-498c-91c9-be336458fb14", "name": "Prepare the headcount review with a department head", "type": "Task", "content": "Prepare the headcount review with the head of {{cost centre}}. Lay out their plan against actuals, the open roles and how long each has been open, requests that are waiting, and the questions to resolve in the meeting. Suggest the trade-offs you can offer them if they want to hire ahead of plan.", "tags": [ "task", "headcount", "meeting", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:16.000Z" }, { "id": "90db87dc-aa20-436a-92a9-3581669f17c9", "blockId": "0b58ec26-fcf4-4e19-9742-51029bd6cc41", "name": "Annual merit and bonus cost estimate", "type": "Task", "content": "Estimate the cost of the annual pay review and the bonus pool. Apply the merit percentage, promotion budget and bonus assumptions to the roster, show the in-year cost (from the effective date) and the full-year run-rate, and list the assumptions that move the number most.", "tags": [ "task", "headcount", "compensation", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:17.000Z" }, { "id": "2f5bcfcc-f622-4f81-ac93-15438cde21d2", "blockId": "69752dd0-2b47-4739-bb00-b89a355ceea6", "name": "Headcount table by team and month", "type": "Format", "content": "Show headcount and cost in a table with one row per team, one column per month and a full-year total; heads and cost in two sections of the same table. Under it, a short list of the assumptions used.", "tags": [ "format", "table", "headcount", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:18.000Z" }, { "id": "f73967db-4bea-46b2-92d9-eac8cd4bca87", "blockId": "cefaaf3a-7d33-4e40-8bc4-69426e87f252", "name": "Hiring request decision note", "type": "Format", "content": "Write a decision note with these bold labels: **The request**, **Against the plan**, **Cost this year and run-rate**, **What it displaces**, **Recommendation and conditions**. Half a page at most.", "tags": [ "format", "memo", "headcount", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:19.000Z" }, { "id": "2b3e144b-d801-401d-b2a5-4cda748bd3b1", "blockId": "0dc942df-d477-466a-8a32-3235944b21f0", "name": "Use aggregated people data only", "type": "Constraints", "content": "Work with roles, teams and totals, not named individuals. Do not put a named person's pay in anything that circulates; if the data you are given contains it, aggregate it before using it and say that you did.", "tags": [ "constraints", "privacy", "headcount", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:20.000Z" }, { "id": "b5ebe9d1-88d7-4575-ad11-1f0b2c2a957d", "blockId": "5e2d2ba4-a7ba-4549-af31-3bd45b878e95", "name": "Investment appraisal analyst", "type": "Role", "content": "You are the FP&A analyst who appraises investment requests. You care whether a request is worth doing, whether the benefits are owned by someone who will be measured on them, and whether the business can afford it this year. You are fair to the sponsor and sceptical of benefits that arrive conveniently just after the payback period.", "tags": [ "role", "capex", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:21.000Z" }, { "id": "d520eb47-e55b-44bf-ab54-07a4d41cd6aa", "blockId": "659741bd-68b3-4596-9658-c1ebf56829e1", "name": "Investment approval rules", "type": "Context", "content": "How investment requests are approved here.\n\n- Requests above {{capex approval threshold}} need a written business case and go to {{approval forum}}.\n- Returns are judged against a hurdle rate of {{hurdle rate}}.\n- Benefits must have a named owner and a date by which they show in the figures.", "tags": [ "context", "capex", "rules", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:22.000Z" }, { "id": "dba031c2-a562-4297-be1b-3b0c81003e58", "blockId": "95cfd1f8-1ad7-43cd-b67a-8df549d92424", "name": "The investment request", "type": "Context", "content": "The request or business case to work on, as the sponsor has written it.\n\n{{capex request}}", "tags": [ "context", "capex", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:23.000Z" }, { "id": "e7083a74-7cc3-4163-8797-2319584ef9fb", "blockId": "646afda9-e1e4-4a17-be3a-fe94baf86a41", "name": "Write the business case", "type": "Task", "content": "Write the business case for the request. Cover the problem or opportunity, the options considered including doing nothing, the recommended option with its one-off and ongoing costs, the benefits with their owners and timing, the payback and return against the hurdle rate, the risks and how they are handled, and the decision being asked for. Write for the approval forum, not for the project team.", "tags": [ "task", "capex", "business-case", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:24.000Z" }, { "id": "f2804239-2b89-44dd-9baf-724309f9b9cb", "blockId": "72bc26ed-33dc-4d5d-b359-54d8895eb18c", "name": "Review a business case and list the holes", "type": "Task", "content": "Review the business case as the approval forum's analyst. List what is missing, what is asserted without evidence, which benefits have no owner or date, where costs look understated, and which options were not considered. Give each point a severity and say what the sponsor would need to add for the case to go forward.", "tags": [ "task", "capex", "review", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:25.000Z" }, { "id": "f1e03b97-41ef-4ca5-89ac-54fca5a47ff4", "blockId": "d50ce8e2-b103-4ad7-88bb-fe0ffe483ad5", "name": "Payback, net present value and return calculation", "type": "Task", "content": "Calculate the payback period, net present value and internal rate of return for the request. Lay out the cash flows by year, state the discount rate and horizon used and why, show the calculation, and explain each result in one sentence a non-finance sponsor would follow. Say how sensitive the result is to the biggest benefit assumption.", "tags": [ "task", "capex", "calculation", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:26.000Z" }, { "id": "f21b5dd6-9927-4d03-8046-19f7a931c890", "blockId": "819fbffa-3394-4bca-97ca-223aa33c97cb", "name": "Rank competing requests within the envelope", "type": "Task", "content": "Rank the investment requests against a fixed capital envelope. Score each on return, strategic fit, risk and urgency, show the ranking and the cumulative spend, and mark where the envelope runs out. Say which requests could be phased, scaled down or deferred to fit more in, and what is lost by leaving each one out.", "tags": [ "task", "capex", "ranking", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:27.000Z" }, { "id": "b6a85c4f-87e7-465d-96a6-ca4ef576775b", "blockId": "bb788daa-1799-4141-a1a7-b44183d2f458", "name": "Post-investment review", "type": "Task", "content": "Write the post-investment review for an approved request. Compare the actual cost, timing and benefits with what the business case promised, explain each gap, say whether the benefits still look achievable and what would have to change, and draw out the lessons for the next business case of this kind.", "tags": [ "task", "capex", "review", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:28.000Z" }, { "id": "520a218f-8b74-4932-a189-8709b24e8e22", "blockId": "561489a0-8a66-481b-983f-2a089d5d6255", "name": "Capex phasing and cash timing schedule", "type": "Task", "content": "Schedule the spend on the request by month. Separate commitment from payment, show deposits, milestones and retentions, and give the cash timing the treasury team needs alongside the budget phasing. Flag any month where several requests pay out together.", "tags": [ "task", "capex", "phasing", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:29.000Z" }, { "id": "3e491736-9421-4832-b8a7-922119483475", "blockId": "71a8caae-d8bd-4037-8151-45d27b221f2e", "name": "Business case one-pager", "type": "Format", "content": "Write it as one page with bold labels: **Decision requested**, **The problem or opportunity**, **Options considered**, **Recommended option and cost**, **Benefits, owners and timing**, **Return against the hurdle rate**, **Risks**, **Next steps if approved**. Figures in a small table where it helps.", "tags": [ "format", "business-case", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:30.000Z" }, { "id": "37427798-b5a0-41fa-96ed-0ca1eacee25e", "blockId": "71fae9fa-4dcf-4a59-940d-5e3943f4648d", "name": "Options comparison table", "type": "Format", "content": "Compare the options in one table: option, one-off cost, ongoing cost per year, benefits per year, payback, return, main risk, recommended or not. Keep each cell to a few words or a figure.", "tags": [ "format", "table", "options", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:31.000Z" }, { "id": "4a28dadb-2947-4933-8640-6d77ed7509df", "blockId": "1e8b7adf-e7d5-44c6-9528-7f3abe98f9c2", "name": "Benefits need an owner and a date", "type": "Constraints", "content": "Every benefit must have a named owner and a date by which it shows in the reported figures. A benefit with neither is a hope; list it separately and leave it out of the return calculation.", "tags": [ "constraints", "capex", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:32.000Z" }, { "id": "0a221122-bdaa-4ca0-b6b9-8446bda4145f", "blockId": "7acfa4c1-9618-4d1b-8752-3542657316d7", "name": "Finance partner for executives", "type": "Role", "content": "You are a finance partner who writes for the people who run the business and the board that oversees it. You lead with what changed, why it matters and what is being asked of the reader. You use the business's own words for its products and customers, you avoid accounting terms unless you explain them in the same sentence, and you never put a number in front of a leader that does not tie to the reported figures.", "tags": [ "role", "leadership", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:33.000Z" }, { "id": "2d502b37-10c6-40da-82e9-74dedad3e9e3", "blockId": "ce792923-8e1f-48c5-be9c-852c3150f89a", "name": "Audience and what they care about", "type": "Context", "content": "Who reads this and what they are watching.\n\n- Audience: {{audience}}\n- What they care about most right now: {{audience priorities}}", "tags": [ "context", "audience", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:34.000Z" }, { "id": "67da70fb-f9fa-401b-9806-4c269fd8ea7b", "blockId": "bd39260c-ec8f-47c3-a7eb-a8284fb1d213", "name": "Previous commentary", "type": "Context", "content": "The commentary or draft already written, to be built on or rewritten.\n\n{{previous commentary}}", "tags": [ "context", "commentary", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:35.000Z" }, { "id": "f79ea528-1a07-4748-9e59-70563bc3b08a", "blockId": "c7f11111-70ac-47d8-9830-3f7f79fa7b89", "name": "Management pack narrative", "type": "Task", "content": "Write the narrative that opens the monthly management pack for {{period}}. Give the headline result against budget and forecast, the three movements that explain it, the full-year outlook and whether it has changed, the risks and opportunities that matter, and the decisions the leadership team needs to make this month. It should read in two minutes.", "tags": [ "task", "reporting", "narrative", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:36.000Z" }, { "id": "952a59e4-f4c6-4246-b32f-87b41f8c41cd", "blockId": "95d51558-c9eb-453f-b4bc-03a810af8036", "name": "Board finance section", "type": "Task", "content": "Write the finance section of the board paper for {{period}}. Give the results against budget and prior year, the full-year outlook, cash and liquidity, the two or three matters the board should know about, and any decision or approval being sought. Board members read it on a plane; assume no prior briefing and no appetite for detail that does not change a decision.", "tags": [ "task", "reporting", "board", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:37.000Z" }, { "id": "e5b91b33-0407-48a4-b5bc-9fabb091d0ab", "blockId": "7c2c80c5-a061-4c8c-9fe6-d753377fa803", "name": "Anticipate the questions leaders will ask", "type": "Task", "content": "List the questions the leadership team or board is most likely to ask about these figures, and draft a short answer to each from the figures given. Mark the questions you cannot yet answer and say what you need to answer them. Order them by how likely they are to be asked.", "tags": [ "task", "reporting", "questions", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:38.000Z" }, { "id": "2648c8f3-53ef-4b8b-ae8d-1e2ee6a504e2", "blockId": "fadc831e-bde9-417c-a66f-eb6c8306325e", "name": "Rewrite analyst commentary for leaders", "type": "Task", "content": "Rewrite the commentary below for a leadership reader. Lead with the conclusion, replace accounting terms with plain words, cut anything that does not change what the reader thinks or does, and keep every figure exactly as it is. Say what you removed and why.", "tags": [ "task", "reporting", "rewrite", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:39.000Z" }, { "id": "a977dd16-9c2d-4623-857c-630b354cab31", "blockId": "cfaa7194-5719-418c-bd21-74e2936b75b5", "name": "Full-year outlook statement", "type": "Task", "content": "Write the full-year outlook statement for the pack. State the expected full-year result, how it compares with budget and the previous outlook, what has moved it, the range you would put around it and the assumptions that set the range. One paragraph for the headline and a short list for the moving parts.", "tags": [ "task", "reporting", "outlook", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:40.000Z" }, { "id": "09fae03e-cca0-4849-b3cf-aa6e7c3ad4fc", "blockId": "c8d9eef2-d4a5-4358-8182-eb537973dc12", "name": "KPI page commentary", "type": "Task", "content": "Write the commentary for the KPI page of the pack. For each KPI: the figure, the movement against the comparison, the driver in one sentence, and whether it needs a decision or just watching. Do not repeat what the chart shows; say what it means.", "tags": [ "task", "reporting", "kpi", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:41.000Z" }, { "id": "afb5fcc7-e48f-46b6-bc4a-890f3fa01ba3", "blockId": "8734c623-d160-4418-8ffe-1ce93b42fd75", "name": "Answer a follow-up question from a board member", "type": "Task", "content": "Write the reply to a follow-up question from a board member about the figures. Answer the question first in two or three sentences, then give the supporting figures, then say what, if anything, it changes. The question is below.\n\n{{request}}", "tags": [ "task", "reporting", "follow-up", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:42.000Z" }, { "id": "91117d0c-7840-40bb-838f-aee2ea1b156b", "blockId": "4f710a4f-c3fe-4a40-bd49-b37438976e65", "name": "Executive summary, drivers, actions", "type": "Format", "content": "Open with one headline sentence that states the result. Then three short sections with bold labels: **What happened**, **Why**, **What we will do or need decided**. No more than four bullets in each, and the figures that matter inside the sentences, not in a separate table.", "tags": [ "format", "summary", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:43.000Z" }, { "id": "ff51c612-d18c-40d1-a4d4-d3ab887d8ee9", "blockId": "c5d0b7d9-c203-4b49-91b2-edea5172f3bb", "name": "Board paper finance section layout", "type": "Format", "content": "Lay it out as: a headline paragraph, a results table with budget, prior year and variance, a bold **Outlook** paragraph, a bold **Cash and liquidity** paragraph, a bold **Matters for the board** list, and a bold **Decisions sought** list, which may say none. Two pages at most.", "tags": [ "format", "board", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:44.000Z" }, { "id": "2f32a01e-5fd1-443d-a8f9-08edc87cd2ee", "blockId": "5927f332-09f3-431b-a06f-042930e1ebbe", "name": "Every number ties to the reported figures", "type": "Constraints", "content": "Every number in the narrative must appear in, or be calculated visibly from, the reported figures. No new numbers that the reader cannot find in the pack, and no rounding that changes a reader's conclusion.", "tags": [ "constraints", "reporting", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:45.000Z" }, { "id": "3c56356a-6a24-4c91-8d7c-d4a37aed53b3", "blockId": "ddfc8b82-7c0d-4f6c-8831-cd191024015b", "name": "Lead with what matters to the reader", "type": "Constraints", "content": "Start with the point the reader most needs, not with the method or the background. If a sentence does not change what the reader thinks or does, cut it. Detail goes last or in an appendix.", "tags": [ "constraints", "reporting", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:46.000Z" }, { "id": "e5c7c9e1-3a97-4e1d-9b39-794a06e706c8", "blockId": "958d3971-4934-4fe4-a3b0-9bed160dfa98", "name": "Scenario planner", "type": "Role", "content": "You are the FP&A analyst who runs scenarios and sensitivities for the leadership team. You keep base, downside and upside cases honest and distinct, you change one thing at a time when testing sensitivity, and you always say what is held constant. You know a scenario is a story with numbers, not a forecast, and you label it that way.", "tags": [ "role", "scenario", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:47.000Z" }, { "id": "b859dea0-8d0c-4b60-922f-c9a7e8d72a20", "blockId": "ebd57564-8a1a-4ba2-8e3f-3238bd94d386", "name": "Scenario to test", "type": "Context", "content": "The scenario or question the leadership team wants tested.\n\n{{scenario description}}", "tags": [ "context", "scenario", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:48.000Z" }, { "id": "ca81d477-8d57-49e8-bc1e-5f0a6bea46bf", "blockId": "a6b30296-0096-4668-8dcc-2712e8fc9252", "name": "Key drivers and ranges", "type": "Context", "content": "The drivers that move the result and the range each could take.\n\n{{drivers}}", "tags": [ "context", "scenario", "drivers", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:49.000Z" }, { "id": "0dc82477-08ca-43f1-835c-41bc7cfd128b", "blockId": "deba2d2e-3893-476b-8e88-5b4b7c7f5804", "name": "Define base, downside and upside scenarios", "type": "Task", "content": "Define three scenarios for the plan: base, downside and upside. For each, state the story in two sentences, the value of each key driver, the resulting revenue, profit and cash, and the early signals that would tell us we are in that scenario. Make the cases different enough to matter and plausible enough to plan for.", "tags": [ "task", "scenario", "cases", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:50.000Z" }, { "id": "527be220-3f38-41b9-963c-c8ca8d01721f", "blockId": "3e0a0c82-e5e3-4d7f-a644-79e020eea566", "name": "Sensitivity table on the key drivers", "type": "Task", "content": "Build a one-at-a-time sensitivity on the key drivers. For each driver, move it to the low and high end of its range with everything else held at base, and show the effect on revenue, profit and cash. Rank the drivers by the size of their effect and say which two or three deserve the most attention.", "tags": [ "task", "sensitivity", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:51.000Z" }, { "id": "30b1f3ba-56b7-4f63-ad92-75a44576b763", "blockId": "4d7de74b-aef4-4d60-9696-62e5dd134202", "name": "Break-even analysis", "type": "Task", "content": "Work out the break-even point for the question asked. Separate fixed and variable costs, show the contribution per unit or per customer, calculate the volume or revenue at which the result is zero, and say how far the current plan sits above or below it and what change in price or volume would close the gap.", "tags": [ "task", "scenario", "break-even", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:52.000Z" }, { "id": "070fabc3-1982-48b3-84ed-a9632a7d46dd", "blockId": "e0622e52-b6bc-4a39-b9c0-dfb0f02603fa", "name": "Scenario memo with triggers and responses", "type": "Task", "content": "Write the scenario memo for the leadership team. Describe each scenario and its numbers, the trigger points that would tell us it is happening, the responses prepared for each and when they would start, and what the team should decide now rather than later. Write it so that it can be picked up again in six months and still make sense.", "tags": [ "task", "scenario", "memo", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:53.000Z" }, { "id": "61ed09bc-65ca-4936-b2fc-405787939437", "blockId": "76b74c77-90cf-43c6-ac84-5c731f557d93", "name": "Stress test the plan against a shock", "type": "Task", "content": "Stress test the plan against the shock described. Show the effect on revenue, profit, cash and headroom month by month, how long the business could continue before it had to act, which costs could be cut and how quickly, and what the plan would look like after the response. Separate what the shock does from what the response does.", "tags": [ "task", "scenario", "stress-test", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:54.000Z" }, { "id": "60b04f27-fb6a-447e-94d3-088ffec45c03", "blockId": "44001ceb-e58f-4cde-952c-95051dd4626d", "name": "Turn a scenario into a playbook by function", "type": "Task", "content": "Turn the downside scenario into a playbook. For each function, list the actions it would take, the saving or protection each gives, how fast it takes effect, what it costs to reverse and who decides. Order the actions from the ones that should start at the first trigger to the ones kept in reserve.", "tags": [ "task", "scenario", "playbook", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:55.000Z" }, { "id": "72cb8da2-3c55-4ac1-b6d0-f0f8aa7fbad8", "blockId": "e1c7ef52-f237-4543-9c9b-e52ddcb01636", "name": "Scenario comparison table", "type": "Format", "content": "Compare the scenarios in a table with one column per scenario and rows for the story in one line, each key driver, revenue, profit, cash at year end, and the early signals. Base in the middle column.", "tags": [ "format", "table", "scenario", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:56.000Z" }, { "id": "a2975c2a-9501-48e7-9089-362e5e32fd6e", "blockId": "5b81d58e-55d6-4f4c-8019-de5bd6edfcf6", "name": "Ranked sensitivities list", "type": "Format", "content": "Present the sensitivities as a ranked list, largest effect first. Each item: the driver, the range tested, the effect on profit at the low and high ends, and one sentence on why it matters. A short table of the same figures under the list.", "tags": [ "format", "list", "sensitivity", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:57.000Z" }, { "id": "096958b3-b8a4-4afc-9692-68e0574ca665", "blockId": "303af6c1-eecb-468b-bf16-624db2d1c9b4", "name": "Change one thing at a time", "type": "Constraints", "content": "In a sensitivity, move one driver at a time and hold everything else at base. State explicitly what is held constant and never combine movements without saying so and showing the combined case separately.", "tags": [ "constraints", "sensitivity", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:58.000Z" }, { "id": "fe6ccdae-b222-4e73-a52d-83e6f7941210", "blockId": "e047ee1d-e7d2-42c1-90d2-b4e613d34967", "name": "Scenarios are not forecasts", "type": "Constraints", "content": "Label every scenario as a scenario, not a forecast. Do not attach a precise probability unless one was given; use high, medium or low and say why. The base case is the forecast; the others are planning cases.", "tags": [ "constraints", "scenario", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:01:59.000Z" }, { "id": "7a8afb54-03ad-45c1-8ca8-aff6c43dbe1f", "blockId": "4cfe1c06-dce8-4023-b0e0-6145a8b9c11d", "name": "Commercial finance analyst", "type": "Role", "content": "You are the commercial finance analyst who works with sales and product on price and margin. You know the difference between list price, invoice price and pocket price, you separate price, cost and mix effects before anyone draws a conclusion, and you do not pretend to know how customers would react to a price change when the data does not say.", "tags": [ "role", "pricing", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:00.000Z" }, { "id": "716f2b28-720d-444b-a654-5e044ec23cbf", "blockId": "25afd848-811b-4a83-affe-5abb1abbd36e", "name": "Pricing and margin data", "type": "Context", "content": "The price, volume, cost and discount data to work from, by product or customer.\n\n{{pricing data}}", "tags": [ "context", "pricing", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:01.000Z" }, { "id": "f5ad860f-b04b-46fe-89f2-7971b5cfe018", "blockId": "1f5cb86a-9ed4-4681-8ee6-0117460c4477", "name": "Product or customer in scope", "type": "Context", "content": "The products, customers or segment this analysis is about: {{segment}}. Everything else is context only.", "tags": [ "context", "pricing", "scope", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:02.000Z" }, { "id": "c795470a-f286-49cc-a08b-94499538d3a0", "blockId": "51455a9a-7a8b-4e03-9bf7-10582eaeb612", "name": "Gross margin by product and customer", "type": "Task", "content": "Analyse gross margin by product and by customer for {{segment}}. Show revenue, cost of sales and margin for each, in amount and percentage, rank them, and explain what drives the differences: price, cost, volume or mix. Point out where a high-revenue line hides a low margin and where a small line earns an unusually good one.", "tags": [ "task", "margin", "analysis", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:03.000Z" }, { "id": "d6cdf59c-d1ed-4d4e-950f-bf03ccad51e3", "blockId": "e0ff6823-d956-4de7-b0c1-e11a23cdcef2", "name": "Price change impact analysis", "type": "Task", "content": "Estimate the effect of the proposed price change on revenue and margin. Show the result if volume does not change, then the volume loss at which the change breaks even, then the result at the volume assumptions given. State clearly that volume reaction is an assumption, show whose assumption it is, and show the range of outcomes rather than one number.", "tags": [ "task", "pricing", "impact", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:04.000Z" }, { "id": "3cbde507-7d8a-4066-b329-7649977c417d", "blockId": "5a333e17-2331-42d3-b7f7-22e9ff358848", "name": "Discount and price leakage review", "type": "Task", "content": "Build the price waterfall from list price to pocket price for {{segment}}. Quantify each step: standard discounts, negotiated discounts, rebates, free goods or services, payment terms and credits. Rank the leaks by size, say which are policy and which are exceptions, and name the two or three where tighter control would earn the most.", "tags": [ "task", "pricing", "leakage", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:05.000Z" }, { "id": "8aa9d5d1-c543-474f-96ee-341428098168", "blockId": "5d280bf4-7b4e-4567-bb6c-9e60267f1ceb", "name": "Unit economics", "type": "Task", "content": "Set out the unit economics for {{segment}}: revenue per unit or per customer, variable cost, contribution margin, the cost to acquire a customer and the months to pay it back, and the lifetime value at the retention rate given. Show the calculation for each, say which inputs are measured and which are assumed, and say what has to improve for the economics to work at scale.", "tags": [ "task", "margin", "unit-economics", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:06.000Z" }, { "id": "05824098-3bf9-4d2a-b21d-1062d81767f6", "blockId": "d0164aa1-ab1d-4562-abcf-8076f69941e4", "name": "Customer profitability ranking", "type": "Task", "content": "Rank customers by profitability, not revenue. Allocate the costs that can be traced to a customer, such as discounts, service effort, delivery and payment terms, show the margin after them, and separate the customers that earn the margin from those that consume it. Say what the business could do about the bottom group and what it would risk.", "tags": [ "task", "margin", "customers", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:07.000Z" }, { "id": "492243c3-c91b-4db3-8bee-b0e68f0a75f8", "blockId": "09f1b621-f88c-496a-83a7-31adf4a83ead", "name": "Review a pricing proposal from sales", "type": "Task", "content": "Review the pricing proposal below from the finance side. State what it does to margin per unit and in total at the volumes claimed, where the volume claim comes from and how firm it is, what precedent it sets for other customers, and the conditions under which finance could support it. Write for the sales leader who wrote it.\n\n{{request}}", "tags": [ "task", "pricing", "review", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:08.000Z" }, { "id": "36a25216-60ef-4077-b41e-5fdaf10b9de6", "blockId": "f5147b1d-1c70-4bd3-b2da-17d87af417cd", "name": "Margin improvement options", "type": "Task", "content": "List the ways to lift margin for {{segment}} and size each one. Cover price, discount control, mix shift toward better lines, cost of sales, and dropping or repricing the worst lines. For each option give the margin gain if fully achieved, how long it takes, what could go wrong and who would have to act.", "tags": [ "task", "margin", "options", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:09.000Z" }, { "id": "a7f4476c-6104-425a-b827-95fe83bf07ad", "blockId": "6b40515d-01f1-4ac2-9d55-d128814f36a7", "name": "Price waterfall table", "type": "Format", "content": "Show the waterfall as a table: step, amount per unit, percentage of list price, cumulative price after the step, policy or exception. Start at list price and end at pocket price, with a check that the steps sum.", "tags": [ "format", "table", "pricing", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:10.000Z" }, { "id": "33b5a07b-c52f-41df-a214-8185f258d380", "blockId": "c5fce7fa-cee9-4820-ac36-0a5a68da410d", "name": "Margin ranking table", "type": "Format", "content": "Show a table ordered by margin percentage: product or customer, revenue, cost, margin, margin percentage, share of total margin. Add a total row and mark the lines that are below the average.", "tags": [ "format", "table", "margin", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:11.000Z" }, { "id": "5906ca82-1a4f-4be0-a32a-67b0cb579d4a", "blockId": "79bb98c9-52f0-4fc8-b79b-0ede27dd1990", "name": "Separate price, cost and mix", "type": "Constraints", "content": "Before drawing any conclusion about margin, separate the price effect, the cost effect and the mix effect and show each one. A margin percentage that moved because the mix changed is a different problem from one that moved because prices did.", "tags": [ "constraints", "margin", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:12.000Z" }, { "id": "a1b8e1e5-8f16-4590-9c0c-429db3dd0159", "blockId": "c1a7c448-9d44-4810-9bfe-3445fced80fe", "name": "Do not invent customer behaviour", "type": "Constraints", "content": "Do not assume how customers will react to a price or terms change unless the data or the business has given a basis for it. Where you need a reaction assumption, state it as an assumption, say whose it is, and show the result across a range.", "tags": [ "constraints", "pricing", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:13.000Z" }, { "id": "533c345b-1d44-4c4f-bec4-7e10ef1044f7", "blockId": "1c1d4d8c-d297-4ebb-9b38-7987a6b09ed6", "name": "Working capital terms", "type": "Context", "content": "How the business collects and pays, which turns profit into cash.\n\n{{working capital terms}}", "tags": [ "context", "cash", "working-capital", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:14.000Z" }, { "id": "e7a788e1-fba7-4fd9-95b6-7ac5b41622e2", "blockId": "bf994b70-9ddb-4f78-aaeb-8ac4cc4d2de3", "name": "Cash figures", "type": "Context", "content": "The cash balances, movements and forecasts to work from.\n\n{{cash figures}}", "tags": [ "context", "cash", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:15.000Z" }, { "id": "9330ded1-a1d3-495b-bf14-8f25b02a6689", "blockId": "8594cca2-746b-4dc9-87cd-b05ec4ef103b", "name": "Convert the operating forecast into a cash forecast", "type": "Task", "content": "Turn the profit and loss forecast for {{forecast version}} into a monthly cash forecast. Start from operating profit, add back non-cash items, apply the working capital terms to revenue and costs to get receipts and payments, then add capital spend, tax, interest and financing as given. Show each step by month and the closing cash balance, and state the timing assumptions used.", "tags": [ "task", "cash", "conversion", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:16.000Z" }, { "id": "ccc518bf-f481-4514-ba4d-8bd669dec1db", "blockId": "e175ae51-1d27-44c8-8e09-8aa1325963d5", "name": "Working capital driver forecast", "type": "Task", "content": "Forecast working capital from its drivers. Project receivables from revenue and days to collect, payables from costs and days to pay, and inventory from cost of sales and days held, month by month. Show the cash released or absorbed each month and say which driver matters most and what a five-day change in it would do.", "tags": [ "task", "cash", "working-capital", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:17.000Z" }, { "id": "2295117e-a632-489f-94dc-503168306003", "blockId": "8f0abe23-8b38-4343-984e-c49c261807ec", "name": "Hand-off note to treasury", "type": "Task", "content": "Write the hand-off note that goes with the forecast to the treasury team. Say what has changed in the operating forecast since the last version and what it does to cash and when, which assumptions treasury should check against bank data, any large or unusual payments and receipts coming, and the questions you need treasury to answer back.", "tags": [ "task", "cash", "hand-off", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:18.000Z" }, { "id": "67c9f474-8b22-4e8e-a9c5-6fb72b12afe6", "blockId": "1913f121-c0c2-4967-b952-c4ec459cdb15", "name": "Cash variance: forecast against actual", "type": "Task", "content": "Explain the difference between forecast and actual cash for {{period}}. Split it into operating result, working capital timing, capital spend, financing and tax, say which parts are timing that will reverse and which are permanent, and update the view of the closing balance for the year.", "tags": [ "task", "cash", "variance", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:19.000Z" }, { "id": "47d09d1e-5dc2-4eb5-8bd3-c352e695ec5e", "blockId": "513b1569-fafb-499b-a50d-ef8d89bba72d", "name": "Headroom against the cash floor", "type": "Task", "content": "Check the cash forecast against the minimum cash the business keeps. Show the lowest point in the forecast and when it comes, the headroom above {{cash floor}} each month, and the covenant or facility limits given and the headroom against each. Say what single change in the forecast would use up the headroom fastest.", "tags": [ "task", "cash", "headroom", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:20.000Z" }, { "id": "dd39aa35-5d23-48c6-bcc7-fd3adeb4aada", "blockId": "25f94423-a4a4-4b8b-b8ab-49b13a7f3f06", "name": "Cash conversion commentary", "type": "Task", "content": "Write the commentary on how profit converted into cash for {{period}}. Walk from operating profit to free cash flow in steps, explain each step, give the conversion rate and compare it with the previous periods given, and say whether the movement is a timing effect or a change in how the business operates.", "tags": [ "task", "cash", "conversion", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:21.000Z" }, { "id": "964d0fb2-eb9c-4255-8e20-2f6f529f3559", "blockId": "d4fb83a9-6a0f-4dfd-871f-606b865c1c22", "name": "Thirteen-week cash view", "type": "Format", "content": "Show the cash forecast as a table with one column per week for thirteen weeks: opening balance, receipts by main type, payments by main type, net movement, closing balance, headroom against the floor. A short list of the assumptions under it.", "tags": [ "format", "table", "cash", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:22.000Z" }, { "id": "473d50a7-497e-4ae3-9b63-633c8689493f", "blockId": "1d1f33df-e5b6-4a7b-9f1b-0357ceb2d362", "name": "Keep accrual and cash apart", "type": "Constraints", "content": "Never mix accrual figures with cash figures in the same line. Say for every figure whether it is profit and loss or cash, and show the step that turns one into the other rather than assuming they are the same.", "tags": [ "constraints", "cash", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:23.000Z" }, { "id": "948dd6a2-2189-437b-988c-1205d2bc9727", "blockId": "593b1fce-e349-4b31-a553-944d1b670371", "name": "Metrics owner", "type": "Role", "content": "You are the FP&A analyst who owns the company's KPI definitions and the dashboard that reports them. You insist on one definition per metric, a named source for every number and a period, comparison and unit on every figure. You know a dashboard is only useful if the people reading it trust it and act on it.", "tags": [ "role", "kpi", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:24.000Z" }, { "id": "ee60554c-3eaa-4333-aed8-f4fe10ba577e", "blockId": "2bf10f27-6135-4f13-b3cc-6eea88982c1d", "name": "KPI set", "type": "Context", "content": "The KPIs the business tracks: {{kpi list}}. Use these names and no synonyms.", "tags": [ "context", "kpi", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:25.000Z" }, { "id": "1581b129-9a12-4580-8951-2049442e19cb", "blockId": "d1bdf9d3-e7bb-44f7-a5d9-72b58c24a418", "name": "KPI figures", "type": "Context", "content": "The KPI figures for the period, with their comparisons.\n\n{{kpi figures}}", "tags": [ "context", "kpi", "figures", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:26.000Z" }, { "id": "e82b3c62-8aa7-426d-8fa3-78d232247824", "blockId": "e515c54a-3466-4745-be4e-f701cc91d2dd", "name": "Write a metric definition", "type": "Task", "content": "Write the definition for each KPI in the set. Give its name, what question it answers, the exact formula, the data source and owner, the period and the comparison it is reported against, what is excluded, and the ways it is commonly misread. Write it so two people calculating it from the same data get the same number.", "tags": [ "task", "kpi", "definition", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:27.000Z" }, { "id": "ccb71e88-2f1d-4967-9274-a783e0e92b43", "blockId": "ad78a4b2-6666-498c-b708-bbd50e4c74d7", "name": "Dashboard commentary", "type": "Task", "content": "Write the commentary for the dashboard for {{period}}. For each KPI: what moved, why, and what it means or what should happen. Call out the metrics that moved together and what that says about the business. Do not describe the chart; the reader can see it.", "tags": [ "task", "kpi", "commentary", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:28.000Z" }, { "id": "5cc4f2e6-343b-4b7a-bfc0-405f84d7c717", "blockId": "05e3dc35-7c01-4a04-9526-8807f0b9c916", "name": "Choose the KPIs for a function", "type": "Task", "content": "Recommend the few KPIs the {{cost centre}} function should track. From its goals and the data available, pick no more than six, say what each one tells its leader that the others do not, how often it should be reported, and which widely used metrics you left out and why.", "tags": [ "task", "kpi", "selection", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:29.000Z" }, { "id": "0fd91268-ab74-4a94-81c5-78480982aa33", "blockId": "1f4a04a7-a540-4bd8-b8df-8a68b5eb6586", "name": "Reconcile two versions of the same metric", "type": "Task", "content": "Two teams report different figures for the same metric. Work out why from the definitions and data given: differences in period, scope, exclusions, timing or source. Show the reconciliation from one figure to the other step by step and recommend which definition the business should adopt and what the other team would have to change.", "tags": [ "task", "kpi", "reconcile", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:30.000Z" }, { "id": "83a63eda-2819-442e-8fb6-e538d820632d", "blockId": "68a3bf91-76d4-41b2-ac9e-4208da4d0ae7", "name": "Set targets and thresholds", "type": "Task", "content": "Propose a target and red, amber and green thresholds for each KPI. Base them on the budget, the trend and the plan given, explain the reasoning for each, and say which KPIs should trigger a conversation when they move and which should only be watched.", "tags": [ "task", "kpi", "targets", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:31.000Z" }, { "id": "ef842899-764f-4c9a-892a-5a2e225ddf50", "blockId": "6eac3f7c-c29d-448e-8700-54f2b581fa64", "name": "Review a dashboard before it goes out", "type": "Task", "content": "Check the dashboard before it is sent. Confirm every figure ties to the source, the period and comparison are stated, totals add up, the definitions match the written ones, and nothing moved so much that it suggests a data error rather than a business change. List what must be fixed, what should be fixed and what can wait.", "tags": [ "task", "kpi", "review", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:32.000Z" }, { "id": "22cc36c9-7ef1-4967-acd7-041845a75472", "blockId": "2a9fb466-78a9-498e-9296-9ce14764d183", "name": "Metric definition card", "type": "Format", "content": "Write each definition as a card with bold labels: **Name**, **Question it answers**, **Formula**, **Source and owner**, **Period and comparison**, **Excludes**, **Common misreadings**. One card per metric, all the same shape.", "tags": [ "format", "kpi", "card", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:33.000Z" }, { "id": "637760ac-044a-4717-905e-0f84dbb177e7", "blockId": "42960d4c-0835-422e-8189-00ebfa9b4746", "name": "Three bullets per metric", "type": "Format", "content": "For each metric, exactly three bullets: what moved and by how much, why, and so what. Metrics in the order they appear on the dashboard, the metric name in bold at the start of each group.", "tags": [ "format", "kpi", "bullets", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:34.000Z" }, { "id": "7e078e7f-d8e4-4593-861b-3d747307ac60", "blockId": "6395f40f-b8ab-4c8b-8a65-366638567841", "name": "One definition per metric", "type": "Constraints", "content": "Use one name and one formula for each metric and never a synonym. If two figures with different definitions are both in use, say so, show both and recommend one; do not average them or let both stand.", "tags": [ "constraints", "kpi", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:35.000Z" }, { "id": "f5903580-5d81-4a57-9849-db270efaccc1", "blockId": "3b938807-bcfa-4330-8a59-c1510a31e7ce", "name": "State the period, comparison and unit", "type": "Constraints", "content": "Every figure carries its period, what it is compared with and its unit. A number without those three is not a KPI; do not report one.", "tags": [ "constraints", "kpi", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:36.000Z" }, { "id": "709337ac-7abb-4efa-88b1-6e12b497e12c", "blockId": "a6fcd54b-f2fb-4eb2-8e9a-eaf158afc7e5", "name": "FP&A business partner", "type": "Role", "content": "You are the finance business partner to a department head. You know their business, their targets and their pressures, you bring the numbers to their decisions rather than waiting to be asked, and you tell them hard things early and in private. You are curious before you are critical, and you separate what the figures show from what you think they mean.", "tags": [ "role", "partnering", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:37.000Z" }, { "id": "b1797655-b981-4d72-b41d-b7dd436203c8", "blockId": "b564f035-d0a7-42ab-b1a3-29729ff31294", "name": "The stakeholder and their goals", "type": "Context", "content": "Who the conversation is with and what they are trying to achieve.\n\n- Stakeholder: {{stakeholder}}\n- What they want this year: {{stakeholder goals}}", "tags": [ "context", "partnering", "stakeholder", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:38.000Z" }, { "id": "b172bf88-3423-41dc-93fc-1609528a6db1", "blockId": "f4de5d43-4e89-4b49-8eff-1fbd4a9a3a98", "name": "The request from the business", "type": "Context", "content": "What the business has asked for, in their words.\n\n{{request}}", "tags": [ "context", "partnering", "request", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:39.000Z" }, { "id": "29c249f8-e10d-4f9d-a032-6090817c733f", "blockId": "233d27a0-11dc-46ab-89ea-7c45c792ac90", "name": "Prepare for a monthly business review", "type": "Task", "content": "Prepare the monthly business review with {{stakeholder}} for {{period}}. Lay out their results against plan, the two or three things to discuss, the questions to ask and the evidence behind each, the decisions you want to leave the meeting with, and the help you can offer. Keep the pack to what will actually be discussed.", "tags": [ "task", "partnering", "review", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:40.000Z" }, { "id": "5e7e119d-f680-403b-9890-61c26db768fa", "blockId": "989c3032-7200-4494-8df2-0cc9292f9c3e", "name": "Respond to a request for more budget", "type": "Task", "content": "Respond to the request for more budget. Set out what is being asked and why, what the figures say about the current spend and run-rate, the options: fund it from elsewhere in their budget, phase it, fund it centrally, or decline, with what each means for the year, and your recommendation with the conditions attached. Write it as a note to the stakeholder, not to the CFO.", "tags": [ "task", "partnering", "budget-request", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:41.000Z" }, { "id": "a8da328b-a637-41e7-b128-b373274e8400", "blockId": "5fbed259-04fc-44a9-b0d8-0c1efc6eb048", "name": "Push back on an optimistic forecast", "type": "Task", "content": "Write the message that pushes back on the stakeholder's forecast without damaging the relationship. State what you see in the run-rate, pipeline or history that does not support the number, ask the specific questions whose answers would change your mind, offer a figure you could support and why, and make it clear you want to get to a number you both stand behind.", "tags": [ "task", "partnering", "push-back", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:42.000Z" }, { "id": "a90e1089-2f13-45c8-8a7b-51fd486926c9", "blockId": "a35ca974-6a17-4abe-98bd-abfe852ffedc", "name": "Lay out the financial trade-offs of a decision", "type": "Task", "content": "Lay out the financial trade-offs of the decision the stakeholder is weighing. For each option give the cost this year and at run-rate, the effect on revenue or service if known, the cash timing, what is reversible and what is not, and the risks. Separate what the figures show from your judgement, and end with the question the stakeholder has to answer to choose.", "tags": [ "task", "partnering", "decision", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:43.000Z" }, { "id": "93067a15-e67c-4cf1-a2d4-68b5bab8f36b", "blockId": "b6899847-8023-45ac-bc71-6a10b7a1462e", "name": "Follow-up note after a business review", "type": "Task", "content": "Write the follow-up note after the business review with {{stakeholder}}. Record the decisions made, the actions with owners and dates, the figures agreed, the open questions and who is answering them, and what will be looked at next time. Short enough to read in a minute, complete enough to settle any later disagreement about what was agreed.", "tags": [ "task", "partnering", "follow-up", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:44.000Z" }, { "id": "40412995-defa-4b4d-98da-a4e968b28f1f", "blockId": "43936bd8-1fe8-4136-bdfb-555acf001484", "name": "Translate a business plan into financial terms", "type": "Task", "content": "Translate the stakeholder's plan into financial terms. Say what it does to revenue, cost, headcount and cash, by when and under what assumptions, what has to be true for it to pay off, and how it would show in the monthly figures so progress can be tracked. Use their words for their plan and finance words only where you define them.", "tags": [ "task", "partnering", "translate", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:45.000Z" }, { "id": "7cc88214-5d20-490e-9706-db2604d60e39", "blockId": "005147a2-0c06-4f2c-b325-133c5832803f", "name": "Prepare for a difficult conversation about overspend", "type": "Task", "content": "Prepare for the conversation about the overspend in {{cost centre}}. Set out the figures and how the overspend built up, the likely causes from what you can see, the questions to ask without accusing, the options for the rest of the year and what each costs, and the outcome you want from the meeting. Plan the opening sentence.", "tags": [ "task", "partnering", "overspend", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:46.000Z" }, { "id": "70835e80-c011-4ac2-a1d0-e506458e1aea", "blockId": "33d40c0a-7bda-4851-a1e2-576e479f889a", "name": "Meeting preparation one-pager", "type": "Format", "content": "One page with bold labels: **Their results in one paragraph**, **To discuss** (two or three items, each with the figure and the question), **Decisions wanted**, **Help offered**, **Watch list**. Figures inside the sentences.", "tags": [ "format", "meeting", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:47.000Z" }, { "id": "a543513b-b85a-4a62-9d55-7849fcf02d75", "blockId": "f6636b26-4f69-4f08-a5d8-e17980c67199", "name": "Decisions, actions, owners, dates", "type": "Format", "content": "Lay out the note as: a two-sentence summary, then a bold **Decided** list, a bold **Actions** list with owner and date on each line, a bold **Open** list with who is answering and by when, and a closing line on what is reviewed next time.", "tags": [ "format", "follow-up", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:48.000Z" }, { "id": "fddeee90-921a-4700-87f4-30ecadce0ad8", "blockId": "969a63be-a4aa-44a5-b93d-1b8ffaa80beb", "name": "Partner, not police", "type": "Constraints", "content": "Write as a partner who wants the stakeholder to succeed. Ask before you assert, be specific about figures and silent about blame, and offer a way forward with every problem you raise.", "tags": [ "constraints", "partnering", "tone", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:49.000Z" }, { "id": "6f6c8477-3ac9-4df2-a831-69092170d342", "blockId": "27c641cd-84fd-4b5d-81cd-a89d247fd05b", "name": "Separate facts, interpretations and recommendations", "type": "Constraints", "content": "Keep three things apart and label them: what the figures show, what you think they mean, and what you recommend. Never present an interpretation as a fact or a recommendation as the only option.", "tags": [ "constraints", "partnering", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:50.000Z" }, { "id": "1ece1847-837f-4f6c-a0cb-430f5f282674", "blockId": "9dcefe5b-ff67-46f9-87b8-c390a7ecf3d7", "name": "Strategic finance lead", "type": "Role", "content": "You are the finance lead for the long-range plan. You turn the leadership team's strategy into a financial path over several years, you make every big assumption explicit enough to argue with, and you keep what is committed apart from what is aspiration. You know the plan will be wrong in detail and you build it so the reasons are easy to find.", "tags": [ "role", "strategy", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:51.000Z" }, { "id": "67de7404-1a77-4a00-b39b-fe24d3bc4f64", "blockId": "89db5cde-64e1-4fb1-afa9-510624ce845e", "name": "Planning horizon and strategic priorities", "type": "Context", "content": "The horizon and the strategy the plan must express, plus the inputs to work from.\n\n- Horizon: {{planning horizon}}\n- Strategic priorities: {{strategic priorities}}\n- Inputs, starting position and known commitments: {{long-range plan inputs}}", "tags": [ "context", "strategy", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:52.000Z" }, { "id": "75241204-ac52-45fe-98c5-019d4739f790", "blockId": "0b871186-7b1a-4fa3-a780-1e1e48db4c37", "name": "Design the long-range model structure", "type": "Task", "content": "Design the structure of the long-range model before any numbers go in. List the drivers by year, how revenue, cost, headcount, capital and cash are built from them, the outputs leadership will look at, and the checks that keep it honest. Say which drivers should be scenario switches and which stay fixed.", "tags": [ "task", "strategy", "model", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:53.000Z" }, { "id": "efbe9cc9-2d48-4287-835a-cf40bb55eb8b", "blockId": "9abe62c4-d25e-42d0-b4cd-5fd1c8312cf0", "name": "Translate strategy into financial targets by year", "type": "Task", "content": "Turn the strategic priorities into financial targets for each year of the horizon. For each priority say what it does to revenue, margin, headcount, capital spend and cash, and when; build the year-by-year path from today's position; and state the two or three assumptions each target depends on. Show how the targets add up to the leadership team's ambition, or where they fall short.", "tags": [ "task", "strategy", "targets", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:54.000Z" }, { "id": "1a39b109-5234-4f1b-8758-02b4f7511058", "blockId": "a1bce29f-c86d-4982-9f3a-f8073a6b7b49", "name": "Growth and investment trade-off", "type": "Task", "content": "Set out the trade-off between investing for growth and protecting profit over the horizon. Show the investment envelope each year, what it buys in revenue and when the return shows, the profit and cash path with and without it, and the point at which the business could not fund the plan from its own cash. Give leadership the choice in two or three clear options.", "tags": [ "task", "strategy", "investment", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:55.000Z" }, { "id": "1973112d-74b7-4705-9866-faa3f74d6897", "blockId": "84436d65-ac5d-4744-a976-b1e66f17c02c", "name": "Compare the plan with the benchmarks given", "type": "Task", "content": "Compare the plan with the benchmark figures provided. For growth, margin, cost ratios and headcount productivity, show where the plan sits against the benchmark each year, which gaps are deliberate and which are not, and what the plan assumes that the benchmarks suggest is hard. Use only the benchmarks supplied; do not add figures from memory.", "tags": [ "task", "strategy", "benchmarks", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:56.000Z" }, { "id": "12023af9-20fe-4447-be3e-a6a674015cf7", "blockId": "a99d25f1-91ea-48bc-b142-c7df12db23d6", "name": "Long-range plan narrative", "type": "Task", "content": "Write the narrative for the long-range plan. State the ambition in one paragraph, the path to it year by year, the big bets and what has to be true for each, the risks and how the plan protects against them, and what leadership is being asked to commit to now. Write for a board that will hold the team to it.", "tags": [ "task", "strategy", "narrative", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:57.000Z" }, { "id": "be41565a-7e1c-412d-a20c-603d8a26e8c2", "blockId": "a0f4af99-2124-4398-a8ab-464b8af30694", "name": "Reconcile year one of the plan to the budget", "type": "Task", "content": "Compare year one of the long-range plan with the annual budget. List every line where they differ, say which one is right and why, and show whether the plan's later years still stand if year one starts from the budget. Recommend which document should change.", "tags": [ "task", "strategy", "reconcile", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:58.000Z" }, { "id": "db25a805-07ec-4fe1-a8e4-a1d7e5d58d15", "blockId": "cf57d819-4fda-4a6c-ac90-a3de5a444d6e", "name": "Plan summary table by year", "type": "Format", "content": "Show the plan in a table with one column per year and rows for revenue, growth rate, gross margin, operating costs, operating profit and margin, headcount, capital spend and closing cash. Today's actual in the first column. Key assumptions in a short list under it.", "tags": [ "format", "table", "strategy", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:02:59.000Z" }, { "id": "b2da0dc1-ec6d-48a4-9344-8b516a183b5d", "blockId": "64fd1e27-c41a-4130-85dc-21853ee48d41", "name": "Ambition, path, bets, asks", "type": "Format", "content": "Lay out the narrative under bold labels: **The ambition**, **The path** (one short paragraph per year or phase), **The big bets and what must be true**, **Risks and protections**, **What we ask leadership to commit to now**. Two pages at most.", "tags": [ "format", "strategy", "narrative", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:00.000Z" }, { "id": "8cc685d7-3c7e-45eb-acd2-3bb5b2938f67", "blockId": "09687a9d-2ed7-4c1b-a2d5-3fc81bed1fc4", "name": "Make every big assumption explicit", "type": "Constraints", "content": "Every assumption that moves the result by more than a few percent must be written down with its value, its source and what would change it. An assumption buried in a growth rate is not acceptable; pull it out and name it.", "tags": [ "constraints", "strategy", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:01.000Z" }, { "id": "868e9e74-8ba3-4957-8555-22027c556182", "blockId": "77532bc8-c5b3-4fe1-a0ab-515ff2b208b7", "name": "Distinguish committed from aspirational", "type": "Constraints", "content": "Mark every figure as committed (in the budget, contracted or already decided) or aspirational (depends on decisions or results not yet achieved). Never let the two blend into one line without saying how much of it is each.", "tags": [ "constraints", "strategy", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:02.000Z" }, { "id": "685324ae-1429-440e-968e-93d1e29090eb", "blockId": "cf0d9130-bddd-4b95-bca7-d3f9fd35a259", "name": "Cost programme lead", "type": "Role", "content": "You are the FP&A lead for cost management. You know where the money goes, which costs are fixed and which move with the business, and which are discretionary. You size savings honestly, separating in-year from run-rate and gross from net, and you count each saving once, however many initiatives claim it.", "tags": [ "role", "cost", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:03.000Z" }, { "id": "47d4e074-3465-4ab5-aa48-78c16873a8eb", "blockId": "b5b02afd-7457-4bfe-97f0-3b09ac8afce1", "name": "Cost base by category", "type": "Context", "content": "The cost base to work from, by category and cost centre, with the comparison period or budget.\n\n{{cost base figures}}", "tags": [ "context", "cost", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:04.000Z" }, { "id": "eb08aac5-7efc-4d27-b00a-77875534bed7", "blockId": "50dfe975-7767-4781-8525-5cb26a340ba2", "name": "Savings programme", "type": "Context", "content": "The savings initiatives in flight, with what each claims and its status.\n\n{{savings initiative}}", "tags": [ "context", "cost", "savings", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:05.000Z" }, { "id": "b59a359c-2d29-420a-a84d-34cde0b2e844", "blockId": "a7d7f573-0e86-488f-a278-8f093c3658ed", "name": "Cost base review", "type": "Task", "content": "Review the cost base. Show where the money goes by category and cost centre, which costs are fixed, variable or step, which are discretionary and could stop within a quarter, how each category has moved against the comparison, and the five lines that deserve the closest look and why.", "tags": [ "task", "cost", "review", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:06.000Z" }, { "id": "15bfe53c-a5aa-472a-b867-f0caee8074cf", "blockId": "3d5d7b5a-6d8f-44e3-9c44-30e845a451a2", "name": "Size a savings initiative", "type": "Task", "content": "Size the savings initiative. State the gross saving at run-rate, the one-off costs to achieve it, the net saving, the in-year saving given the start date, the timing by month, and the assumptions it rests on. Say what could reduce it and whether any other initiative is claiming the same money.", "tags": [ "task", "cost", "sizing", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:07.000Z" }, { "id": "fbdbd026-3428-4250-bf91-7941582427ca", "blockId": "de931035-8672-4ecb-b36b-207502b78540", "name": "Savings tracking report", "type": "Task", "content": "Write the savings tracking report for {{period}}. For each initiative show the saving identified, approved, delivered to date and expected for the year, in-year and run-rate, against its target. Mark what is on track, at risk and slipped, with the reason and the owner, and give the programme total against the goal.", "tags": [ "task", "cost", "tracking", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:08.000Z" }, { "id": "0e01acbf-a9f0-4df7-a5b1-d88c86ee0a81", "blockId": "cd170f57-4ee5-4b6a-93a6-b6f200a1b7c5", "name": "Spend request review against budget", "type": "Task", "content": "Review the spend request below against the budget and the year-to-date position. Say whether the budget covers it, what else is committed against the same line for the rest of the year, whether it could be deferred or phased, and your recommendation. Keep it to the facts the approver needs.\n\n{{request}}", "tags": [ "task", "cost", "spend-request", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:09.000Z" }, { "id": "e01928e1-bd1f-4f8f-a0f5-e99affa209a2", "blockId": "99750d2f-84e9-46e8-acdd-2709d0d80e80", "name": "Vendor and contract cost review", "type": "Task", "content": "Review spend with vendors and under contracts. Rank vendors by spend, identify contracts coming up for renewal and the notice dates, find duplicated services and unused subscriptions, and list the questions to put to each vendor owner before renewal. Say where a renegotiation or consolidation could save the most.", "tags": [ "task", "cost", "vendors", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:10.000Z" }, { "id": "84010ec9-3451-4d08-b569-d301c763fbe5", "blockId": "256c505d-eeab-484e-a080-8af6c4df5e86", "name": "Zero-based review of a cost centre", "type": "Task", "content": "Run a zero-based review of the {{cost centre}} cost centre. Start from what the function must deliver, list the activities and what each costs, say which activities are required, which are valued and which are habit, and build the cost up from the required activities. Show the gap to the current cost and the decisions needed to close it.", "tags": [ "task", "cost", "zero-based", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:11.000Z" }, { "id": "a3e7defd-aec2-4466-9fa6-58787a0cdd12", "blockId": "581ccb48-f145-40b4-8e15-9f6750aee1ef", "name": "Monthly cost report for a cost centre owner", "type": "Task", "content": "Write the monthly cost report for the owner of the {{cost centre}} cost centre for {{period}}. Give the spend against budget for the month and year to date, the lines that are off, what is committed but not yet spent, the full-year view at the current pace, and the one or two things they should do this month. Written for a manager, not an accountant.", "tags": [ "task", "cost", "report", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:12.000Z" }, { "id": "422641a0-3dd5-4173-9b63-a22580ce8f40", "blockId": "6957f1aa-e10d-4b51-9f09-fd2d673b0eda", "name": "Savings tracker table", "type": "Format", "content": "Show the programme as a table: initiative, owner, target, identified, approved, delivered to date, expected full year, in-year and run-rate columns, status, note. Totals at the bottom and the gap to the programme goal under them.", "tags": [ "format", "table", "savings", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:13.000Z" }, { "id": "9c805f95-7ed8-4b25-a9c4-9ae805fc5621", "blockId": "05092952-c918-49ee-99a0-89cb35239e45", "name": "Cost review memo", "type": "Format", "content": "Write a memo with bold labels: **Where the money goes** (a short table), **Fixed, variable and discretionary**, **What has moved and why**, **Where to look next** (a numbered list with the figure and the question), **Recommendation**. One or two pages.", "tags": [ "format", "memo", "cost", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:14.000Z" }, { "id": "92c584e6-cb6f-42a9-8c75-b31e89c0f394", "blockId": "e1933ccc-f729-4f63-8e1f-ab551c01d42f", "name": "In-year and run-rate, never mixed", "type": "Constraints", "content": "State every saving as in-year (what lands in this fiscal year from the start date) and run-rate (a full year at the new level), and never add one to the other. Gross and net are also separate: one-off costs to achieve a saving are shown, not netted silently.", "tags": [ "constraints", "cost", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:15.000Z" }, { "id": "5eb268a7-3425-4686-b915-b29ac64f12a9", "blockId": "3a3e372d-af75-4cca-bedb-dc86423978de", "name": "Count each saving once", "type": "Constraints", "content": "A saving belongs to one initiative. Where two initiatives claim the same money, say so, allocate it to one and show the other without it, so the programme total is never overstated.", "tags": [ "constraints", "cost", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:16.000Z" }, { "id": "25897704-04cb-490c-949b-0e68ca895910", "blockId": "3a72e42d-a0b8-4eeb-8b6d-c49f9beabd10", "name": "Build the planning calendar backwards from approval", "type": "Task", "content": "Build the planning calendar for the budget cycle. Start from the approval date and work backwards through leadership review, consolidation, FP&A review, submissions, template release, assumptions sign-off and kick-off, leaving real time for each review and for one round of rework. Give each milestone an owner, a date and what it depends on.\n\n- Approval date and fixed dates this cycle: {{key dates}}", "tags": [ "task", "process", "calendar", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:17.000Z" }, { "id": "19f2a9db-b250-456e-a1df-3151a50a5b2b", "blockId": "d738fa4c-8989-469b-a58d-9af1263c903a", "name": "Budget kick-off talking points", "type": "Task", "content": "Write the talking points for the budget kick-off meeting. Cover why this cycle matters, what has been decided and what is open, the targets and assumptions, who owns what, the timetable, how FP&A will help, and the two or three things that went wrong last cycle that will not happen again. Ten minutes of speaking at most.", "tags": [ "task", "process", "kick-off", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:18.000Z" }, { "id": "2fe200b0-ef22-4d8a-b07b-7ea65034b71d", "blockId": "a771ab81-57e7-4112-b850-67fb12780939", "name": "Design the budget template", "type": "Task", "content": "Design what budget holders fill in. List the lines and the level of detail, the drivers you want rather than amounts where a driver is better, the fields for assumptions and comments, the checks the template should run, and what is pre-filled by FP&A. Keep it to what you will actually use; every extra field costs a budget holder's time.", "tags": [ "task", "process", "template", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:19.000Z" }, { "id": "0c3f56e7-3c3e-4f61-a2a7-664adf993824", "blockId": "3b733fda-7432-4f10-ac36-513892ec3839", "name": "Instructions for completing the template", "type": "Task", "content": "Write the instructions that go with the budget template. Explain each section in the order it is completed, what to enter and in what unit, how to treat headcount, one-offs and items shared with other cost centres, where the assumptions are, how to ask for help and the deadline. Assume the reader fills in a budget once a year and remembers little from last time.", "tags": [ "task", "process", "instructions", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:20.000Z" }, { "id": "bfd6db85-bf83-4d15-ba21-57d40510cfcc", "blockId": "e9611a3e-099f-403d-9891-8ecf8dd2d910", "name": "Mid-cycle status update", "type": "Task", "content": "Write the mid-cycle status update for the leadership team. Say which submissions are in, late or blocked and why, where the consolidated total stands against the targets so far, the issues that need a leadership decision, and whether the approval date still holds. Facts first, then asks.\n\n- The calendar, and where each submission stands: {{key dates}}", "tags": [ "task", "process", "status", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:21.000Z" }, { "id": "470944f3-3e0b-49f9-b8ff-60f860930f0e", "blockId": "52250901-985b-44c0-99f8-906d7bc8cbb1", "name": "Lessons-learned review after the cycle", "type": "Task", "content": "Write the lessons-learned review for the budget cycle just finished. Cover what took longer than planned and why, where rework happened, what budget holders found hard, where the template or the assumptions failed, and what FP&A will change next cycle, with an owner for each change. Be specific and blame no one.", "tags": [ "task", "process", "lessons", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:22.000Z" }, { "id": "5d8dae0d-8b9d-401f-907c-9aefae6c8c1d", "blockId": "d5e90400-56d3-4e3b-a483-543df112803c", "name": "Milestone calendar table", "type": "Format", "content": "Show the calendar as a table: milestone, owner, date, depends on, status. In date order, with the review and rework windows shown as their own rows so the time they take is visible.", "tags": [ "format", "table", "calendar", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:23.000Z" }, { "id": "a33eb624-fb28-4a69-b788-877994d08830", "blockId": "97e8b661-dce6-4b30-b80c-94c7d9121a40", "name": "Leave time to review", "type": "Constraints", "content": "Every submission deadline is followed by review time and one round of rework before the next step. A calendar with no slack is a calendar that will slip; say where the slack is.", "tags": [ "constraints", "process", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:24.000Z" }, { "id": "ad396a4e-3f13-4016-bd28-6d42249e572a", "blockId": "90ee59d5-cbf9-4caf-a96e-475f5175ade5", "name": "Say what is decided and what is open", "type": "Constraints", "content": "Separate what has been decided and will not change from what is still open and who decides it by when. People plan around decisions, so never present an open question as settled or a settled one as open.", "tags": [ "constraints", "process", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:25.000Z" }, { "id": "01b1a9e7-42eb-445a-9a0d-4fa1e1c40b00", "blockId": "492c22c8-75df-47ee-8e45-910465b6df52", "name": "Model reviewer", "type": "Role", "content": "You are an experienced FP&A analyst reviewing a financial model built by someone else. You look for the ways models go wrong: hard-coded numbers inside formulas, inputs mixed with calculations, broken links, circular logic, missing checks and assumptions no one wrote down. You report what you find by severity and you do not change the model yourself.", "tags": [ "role", "model", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:26.000Z" }, { "id": "90cbabc1-060a-4d60-9844-4adf6afd50ec", "blockId": "c0143f41-8b56-4154-b05b-dc9715b25072", "name": "The model", "type": "Context", "content": "The model to work on: its layout, sheets or sections, main formulas and any notes the builder left.\n\n{{model description}}", "tags": [ "context", "model", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:27.000Z" }, { "id": "f37011b2-c9d8-4178-ab3a-aec2fae3ac1f", "blockId": "abdc9740-1935-481a-96e6-e1cb563c9e84", "name": "Model purpose and users", "type": "Context", "content": "What the model is for and who uses it: {{model purpose}}. A model is good only if it answers that question for those people.", "tags": [ "context", "model", "purpose", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:28.000Z" }, { "id": "687a88a8-798c-4034-8dc1-b4ba10085fe7", "blockId": "c5be32e8-f727-4a67-bf04-56781826793c", "name": "Review a financial model", "type": "Task", "content": "Review the model. Check that inputs, calculations and outputs are separate, that no formula contains a hard-coded number, that time periods line up, that totals and balances tie, that there are no circular references, that the checks exist and pass, and that every assumption is labelled with its source. Report each finding with where it is, why it matters and how to fix it, by severity.", "tags": [ "task", "model", "review", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:29.000Z" }, { "id": "e5d62900-0d95-4741-a230-712d9911242a", "blockId": "9b789ae9-999e-4d92-824b-0a1862f9d219", "name": "Design a model before building it", "type": "Task", "content": "Design the model before building it. List the questions it must answer, the inputs and where each comes from, the calculation blocks in order, the outputs and who reads them, the checks, and how scenarios will be switched. Say what you will leave out and why. The design should let a second analyst build the model without asking questions.", "tags": [ "task", "model", "design", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:30.000Z" }, { "id": "cff07511-7f53-478c-943c-1a9433e19960", "blockId": "c565f359-76e8-4ba1-87d2-c783683b7d13", "name": "Write the assumptions register", "type": "Task", "content": "Write the assumptions register for the model. For each assumption: its name, value, unit, source, owner, the date it was set, how sensitive the result is to it, and when it should be revisited. Flag the ones that are guesses rather than measurements.", "tags": [ "task", "model", "assumptions", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:31.000Z" }, { "id": "1452135f-0f8a-4cc4-9bea-99cbea8e3bb0", "blockId": "874fe658-eed2-4a2c-906a-ac9175acd99c", "name": "Document the model", "type": "Task", "content": "Document the model so someone else can run and change it. Describe its purpose, structure and flow, how to update it each period, the inputs and their sources, the outputs and where they go, the checks and what to do if one fails, known limits, and a change log. Write the version a new team member reads on their first day.", "tags": [ "task", "model", "documentation", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:32.000Z" }, { "id": "d2f2b026-16e2-4209-a473-4e984c3dfca9", "blockId": "5b5669f6-0c8e-402e-91a0-1b0d365a49c5", "name": "Test the model with edge cases", "type": "Task", "content": "Test the model with edge cases. Set the inputs to zero, to extreme highs and lows, to a single period and to a period boundary such as year end, and record what breaks, what gives an impossible result and what silently gives a wrong one. Suggest the check that would have caught each.", "tags": [ "task", "model", "testing", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:33.000Z" }, { "id": "3be9f779-4f01-4f60-93f4-87862846b603", "blockId": "d153fd84-b75d-4f75-a79b-20099e4e33ca", "name": "Hand over a model to a colleague", "type": "Task", "content": "Write the hand-over note for the model. Say what it does and for whom, what happens each period and when, where the inputs come from and who sends them, the things that go wrong and how to fix them, the open issues, and who to ask about what. Write it for a competent colleague who has never opened the file.", "tags": [ "task", "model", "handover", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:34.000Z" }, { "id": "80af0152-d810-409b-aac0-8563bb37119d", "blockId": "dde2b245-ad9a-4a63-9c39-25e53ec4ac92", "name": "Findings by severity", "type": "Format", "content": "List the findings in three groups with bold labels: **Must fix before use**, **Should fix**, **Could improve**. Each finding: where it is, what is wrong, why it matters, how to fix it. Numbered within each group.", "tags": [ "format", "review", "findings", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:35.000Z" }, { "id": "16b9c99f-fda3-4303-a86a-dddbd66750ec", "blockId": "8e0c89c0-6220-42ec-b678-89b1d7a873a5", "name": "Assumptions register table", "type": "Format", "content": "Show the register as a table: assumption, value, unit, source, owner, date set, sensitivity (high, medium or low), revisit by, measured or guessed. Ordered by sensitivity.", "tags": [ "format", "table", "assumptions", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:36.000Z" }, { "id": "fca3b75f-5ab7-4322-995d-441df8302529", "blockId": "55dee40c-cbfe-4516-9f39-ae5a98cae386", "name": "Inputs, calculations and outputs stay separate", "type": "Constraints", "content": "Inputs, calculations and outputs are kept in separate places, and a calculation never contains a typed-in number. Any design or review must say where this rule is broken and how to restore it.", "tags": [ "constraints", "model", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:37.000Z" }, { "id": "83c6f38d-516c-474f-a0d0-984918bfd7ce", "blockId": "a2c3f301-7703-4e52-9051-3e56bbe668cd", "name": "Flag, do not fix", "type": "Constraints", "content": "In a review, report what you find and how to fix it; do not change the model or restate its results with your own corrections. The builder owns the model and makes the changes.", "tags": [ "constraints", "review", "FP&A pack" ], "aiAssist": null, "createdAt": "2026-10-05T09:03:38.000Z" } ], "prompts": [ { "id": "a64c3673-286d-44b9-af40-9ba8a594295e", "name": "Budget guidance and assumptions pack", "description": "The letter that opens the budget cycle and the assumptions pack that goes with the targets.", "promptType": "User Prompt", "tags": [ "budget", "process", "FP&A pack" ], "saveMode": "dynamic", "blockRefs": [ { "blockId": "7660f75f-951e-470c-8c71-6e3b46bceac9", "includeName": false, "includeType": true }, { "blockId": "a1076d5f-96a2-48e8-9cdd-67b17c26bd19", "includeName": false, "includeType": true }, { "blockId": "a3908cd5-0307-486d-8aab-d288d359cb31", "includeName": false, "includeType": false }, { "blockId": "df16324e-289f-4035-a55d-50ce68444bad", "includeName": false, "includeType": true }, { "blockId": "7854cf3d-73cb-4820-b300-768555f7e297", "includeName": false, "includeType": false }, { 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"includeType": true }, { "blockId": "f7f0385f-d8c7-4713-84cb-100969e848ff", "includeName": false, "includeType": true }, { "blockId": "86165a1e-b791-41b4-ae94-7d4e1d5111ac", "includeName": false, "includeType": true }, { "blockId": "286549be-1476-48da-ab18-9f7e5a661229", "includeName": false, "includeType": false }, { "blockId": "e0090cae-53d2-4311-8320-f747cc494c7e", "includeName": false, "includeType": false } ], "folderId": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "archivedAt": null, "maxCharCount": null, "rating": null, "favorite": false, "createdAt": "2026-10-05T09:03:40.000Z", "updatedAt": "2026-10-05T09:03:40.000Z" }, { "id": "2d431083-b2b5-400a-bd72-65209e37171d", "name": "Close the gap to the targets", "description": "Add up the submissions, show the gap to the top-down targets and list the realistic ways to close it.", "promptType": "User Prompt", "tags": [ "budget", "consolidation", "FP&A pack" ], "saveMode": "dynamic", "blockRefs": [ { "blockId": "7660f75f-951e-470c-8c71-6e3b46bceac9", "includeName": false, "includeType": true }, { "blockId": "a1076d5f-96a2-48e8-9cdd-67b17c26bd19", "includeName": false, "includeType": true }, { "blockId": "320a48ad-6967-4421-8df0-f33d5aebe8a7", "includeName": false, "includeType": true }, { "blockId": "0d8e3dac-ec22-4297-a703-24a194e6c915", "includeName": false, "includeType": true }, { "blockId": "286549be-1476-48da-ab18-9f7e5a661229", "includeName": false, "includeType": true }, { "blockId": "e0090cae-53d2-4311-8320-f747cc494c7e", "includeName": false, "includeType": false } ], "folderId": "173d15e5-5ef7-4ced-a687-e141f8e7d639", "archivedAt": null, "maxCharCount": null, "rating": null, "favorite": false, "createdAt": "2026-10-05T09:03:41.000Z", "updatedAt": "2026-10-05T09:03:41.000Z" }, { "id": "461d4c83-61ed-459b-9244-dbc7dce50ad4", "name": "Budget approval paper", "description": "The walk from this year's forecast to next year's budget and the narrative leadership reads before approving 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Asked each time.", "runtime": true, "hasDefault": true, "createdAt": "2026-10-05T09:05:14.000Z", "updatedAt": "2026-10-05T09:05:14.000Z" }, { "id": "bd644a0e-538d-438c-9316-deaee951c448", "name": "comparison basis", "value": "Budget", "description": "What the figures are compared against. Asked each time.", "runtime": true, "hasDefault": true, "createdAt": "2026-10-05T09:05:15.000Z", "updatedAt": "2026-10-05T09:05:15.000Z" }, { "id": "29498604-291d-44fd-80d3-4da0d720be58", "name": "figures", "value": "", "description": "The figures to work from. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:16.000Z", "updatedAt": "2026-10-05T09:05:16.000Z" }, { "id": "f4596831-a066-4388-9c8f-998eb859bff1", "name": "assumptions list", "value": "", "description": "The planning assumptions or targets to work from. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:17.000Z", "updatedAt": "2026-10-05T09:05:17.000Z" }, { "id": "7123fdaa-3206-47ab-ad70-6399b59551bc", "name": "budget submission", "value": "", "description": "The budget submission or submissions to review or add up. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:18.000Z", "updatedAt": "2026-10-05T09:05:18.000Z" }, { "id": "7f9c9c79-be8d-4c87-b3d5-2717332ef2e7", "name": "cost centre", "value": "Marketing", "description": "The cost centre or function in question. Asked each time.", "runtime": true, "hasDefault": true, "createdAt": "2026-10-05T09:05:19.000Z", "updatedAt": "2026-10-05T09:05:19.000Z" }, { "id": "d73bb83b-00cf-4559-a808-4004cb80b47d", "name": "forecast version", "value": "Forecast 3+9", "description": "The forecast version being worked on. Asked each time.", "runtime": true, "hasDefault": true, "createdAt": "2026-10-05T09:05:20.000Z", "updatedAt": "2026-10-05T09:05:20.000Z" }, { "id": "e5e8cf5d-5e9f-4297-a238-1ba1ae166836", "name": "prior forecast", "value": "Forecast 2+10", "description": "The previous forecast version to compare with. Asked each time.", "runtime": true, "hasDefault": true, "createdAt": "2026-10-05T09:05:21.000Z", "updatedAt": "2026-10-05T09:05:21.000Z" }, { "id": "c61fb2f9-ef4c-4566-8a0c-6c0f5ce66088", "name": "bridge figures", "value": "", "description": "The start and end figures to bridge, and what is known about the movement. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:22.000Z", "updatedAt": "2026-10-05T09:05:22.000Z" }, { "id": "0ddbd52e-3bea-4be6-b5b3-c539754aa31f", "name": "headcount plan", "value": "", "description": "The approved headcount plan by team, with roles, start dates and cost. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:23.000Z", "updatedAt": "2026-10-05T09:05:23.000Z" }, { "id": "65377e05-7e83-4602-97ea-71958169d4c3", "name": "open roles", "value": "", "description": "The roles being recruited and where each stands. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:24.000Z", "updatedAt": "2026-10-05T09:05:24.000Z" }, { "id": "89bfb3b0-615b-444f-96e5-998eb4506e99", "name": "request", "value": "", "description": "The request, proposal or question from the business, in their words. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:25.000Z", "updatedAt": "2026-10-05T09:05:25.000Z" }, { "id": "8029e500-e959-4bbe-9dbb-73d8da7f25fe", "name": "capex request", "value": "", "description": "The investment request or business case to work on. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:26.000Z", "updatedAt": "2026-10-05T09:05:26.000Z" }, { "id": "ea2406be-d3e9-41eb-94d0-5ac3280dbf71", "name": "audience", "value": "The leadership team", "description": "Who will read this. Asked each time.", "runtime": true, "hasDefault": true, "createdAt": "2026-10-05T09:05:27.000Z", "updatedAt": "2026-10-05T09:05:27.000Z" }, { "id": "4380b2c5-9337-477d-ae63-7ee6fcde2dca", "name": "audience priorities", "value": "Growth, cash and whether the hiring plan holds", "description": "What the audience cares about most right now. Asked each time.", "runtime": true, "hasDefault": true, "createdAt": "2026-10-05T09:05:28.000Z", "updatedAt": "2026-10-05T09:05:28.000Z" }, { "id": "80e3c2ee-26e7-49cf-96e3-9e8d6d3ae5b5", "name": "previous commentary", "value": "", "description": "The commentary or draft already written. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:29.000Z", "updatedAt": "2026-10-05T09:05:29.000Z" }, { "id": "24ef0f65-bf5a-4d88-a664-a4ae46922094", "name": "scenario description", "value": "", "description": "The scenario or question to test. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:30.000Z", "updatedAt": "2026-10-05T09:05:30.000Z" }, { "id": "eafd14f2-bca4-4846-9c4b-119720b559de", "name": "drivers", "value": "", "description": "The drivers that move the result and the range each could take. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:31.000Z", "updatedAt": "2026-10-05T09:05:31.000Z" }, { "id": "35f9ac62-c0b1-4466-ae6b-081ffa2a2da1", "name": "pricing data", "value": "", "description": "Price, volume, cost and discount data by product or customer. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:32.000Z", "updatedAt": "2026-10-05T09:05:32.000Z" }, { "id": "148223aa-2461-4cb3-a777-9fa96ddc6adc", "name": "segment", "value": "Product line A", "description": "The product, customer group or segment in scope. Asked each time.", "runtime": true, "hasDefault": true, "createdAt": "2026-10-05T09:05:33.000Z", "updatedAt": "2026-10-05T09:05:33.000Z" }, { "id": "740d924d-5b07-4f01-905a-f2c5dc2f0b5d", "name": "cash figures", "value": "", "description": "Cash balances, movements and forecasts to work from. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:34.000Z", "updatedAt": "2026-10-05T09:05:34.000Z" }, { "id": "7dcc478f-6873-4798-a893-ec40da229005", "name": "kpi figures", "value": "", "description": "The KPI figures for the period with their comparisons. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:35.000Z", "updatedAt": "2026-10-05T09:05:35.000Z" }, { "id": "e8779f3a-2e80-4e23-a16f-471ad1f04d7c", "name": "stakeholder", "value": "The head of Sales", "description": "The person the conversation is with, by role. Asked each time.", "runtime": true, "hasDefault": true, "createdAt": "2026-10-05T09:05:36.000Z", "updatedAt": "2026-10-05T09:05:36.000Z" }, { "id": "72b2f290-1414-472e-80ae-e88bc7870829", "name": "stakeholder goals", "value": "Hit the new business target without adding headcount", "description": "What the stakeholder is trying to achieve this year. Asked each time.", "runtime": true, "hasDefault": true, "createdAt": "2026-10-05T09:05:37.000Z", "updatedAt": "2026-10-05T09:05:37.000Z" }, { "id": "6638513e-c04f-486d-af0a-8929d0c34851", "name": "strategic priorities", "value": "Grow recurring revenue, expand into a second market, reach break-even on cash", "description": "The strategic priorities the long-range plan must express. Asked each time.", "runtime": true, "hasDefault": true, "createdAt": "2026-10-05T09:05:38.000Z", "updatedAt": "2026-10-05T09:05:38.000Z" }, { "id": "162f0c4e-62c9-4216-a963-6b2e9072412b", "name": "long-range plan inputs", "value": "", "description": "The starting position, commitments and inputs for the long-range plan. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:39.000Z", "updatedAt": "2026-10-05T09:05:39.000Z" }, { "id": "388ebc9b-0567-49bd-b5d1-7e86b901c81d", "name": "cost base figures", "value": "", "description": "The cost base by category and cost centre, with its comparison. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:40.000Z", "updatedAt": "2026-10-05T09:05:40.000Z" }, { "id": "6c9e34cb-d6d3-4eef-add3-0ed425592465", "name": "savings initiative", "value": "", "description": "The savings initiative or programme to size or track. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:41.000Z", "updatedAt": "2026-10-05T09:05:41.000Z" }, { "id": "f098c6c2-2ed3-4c4f-a7e5-71c89c688852", "name": "key dates", "value": "", "description": "The cycle's fixed dates and, once it is under way, where each submission stands. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:42.000Z", "updatedAt": "2026-10-05T09:05:42.000Z" }, { "id": "cced5ec4-82bb-4335-b6d3-f3b9d7aaebe3", "name": "model description", "value": "", "description": "The model's layout, sheets, main formulas and the builder's notes. Asked each time.", "runtime": true, "hasDefault": false, "createdAt": "2026-10-05T09:05:43.000Z", "updatedAt": "2026-10-05T09:05:43.000Z" }, { "id": "c58c4eee-51d4-4f61-8cb5-7895a5fffa0e", "name": "model purpose", "value": "The monthly forecast for the leadership team", "description": "What the model is for and who uses it. Asked each time.", "runtime": true, "hasDefault": true, "createdAt": "2026-10-05T09:05:44.000Z", "updatedAt": "2026-10-05T09:05:44.000Z" } ], "notes": [], "expectedOutputs": [], "attachments": [], "settings": {}, "config": { "blockTypes": [ "Role", "Task", "Context", "Format", "Constraints" ], "promptTypes": [ "User Prompt", "System Prompt", "Skill" ] } }