{"id":"acct-close-kickoff-talk-track","audience":"accounting","category":"finance-work","track":"finance","technique":"format","level":"beginner","title":"Write a talk track for a three-minute close kickoff call","free":false,"task":"Rosa leads Monday's three-minute November close kickoff and wants something she can read aloud. Write a prompt for exactly 4 lines, each starting \"Say:\", covering what's new this month, the blocker, the asks, and the hard deadline, in that order. Leave out anything unconfirmed or outside the close. Plain text, under 110 words.","materialLabel":"Rosa's close status notes (attached to your prompt automatically)","material":"November close - status for Monday kickoff (Rosa's notes)\n\n- New this month: we close in 5 business days instead of 6. Flux review is due to Dana (controller) on BD5 by noon.\n- New this month: all JE support goes in the close folder, not email attachments.\n- Blocker: the payroll provider's file won't arrive until BD2 afternoon, so the payroll accrual moves from BD1 to BD3.\n- Asks: Marcus needs the fixed asset invoices from AP by BD1 end of day. Everyone: flag any accrual over $5,000 in the tracker.\n- Heard from someone in sales that the auditors might come early this year? Not confirmed.\n- Office closed Thursday Nov 26 for the holiday (before the close window).\n- Team lunch Friday, Rosa's treat.","rules":[{"type":"plainText"},{"type":"maxWords","max":110}],"promptHints":[{"label":"Asks for a spoken script","patterns":["say:","read aloud","talk track","script"]},{"label":"Sets the order","patterns":["order","new.{0,40}blocker","deadline"]},{"label":"Drops the rumor","patterns":["unconfirmed","rumou?r","leave out"]},{"label":"Sets the line count","patterns":["\\b(4|four)\\b.{0,10}lines"]},{"label":"Sets length","patterns":["\\d+\\s*words","plain"]}],"mistakes":[{"title":"Talking points, not a script","why":"The AI writes bullet notes with headings that Rosa can't read aloud.","fix":"Say: \"Exactly 4 lines, each starting Say:, written to be spoken.\"","checks":["r0","plainText"]},{"title":"Including the rumor","why":"The AI passes on the auditor rumor as news.","fix":"Add: \"Leave out anything unconfirmed and anything outside the close.\"","checks":["r2"]},{"title":"Losing the key dates","why":"Squeezed for space, the AI drops the BD3 and BD5 noon details.","fix":"Ask: \"Keep the blocker's new date and the BD5 noon deadline.\"","checks":["r1"]},{"title":"Trusting the AI to count words","why":"Scripts drift long when only a total limit is given.","fix":"Cap each line: \"each Say: line under 22 words.\"","checks":["maxWords"]}],"hint":"Rosa will say this out loud in three minutes. Tell the AI the exact line shape, the order, and what doesn't belong in a close kickoff.","rubricLabels":["Is exactly 4 lines, each starting \"Say:\", in the order: what's new, the blocker, the asks, the deadline","Covers the payroll file arriving BD2 afternoon so the payroll accrual moves to BD3, and the flux review due to Dana on BD5 by noon","Does not mention the unconfirmed early-auditor rumor, the holiday closure or the team lunch"]}