{"id":"fpa-assumption-register-table","audience":"fpa","category":"finance-work","track":"finance","technique":"format","level":"intermediate","title":"Turn planning notes into a forecast assumption register","free":false,"task":"You're documenting the FY27 forecast assumptions. Write a prompt for a markdown table with columns Assumption | Value | Owner | Confidence and exactly 5 rows, with no text before or after it. Confidence is High if the source is signed, approved or actual data, Medium if it is a management estimate, and Low if it is verbal or unverified. If no owner is named, write TBD. Each cell under 6 words and under 90 words in total.","materialLabel":"Planning meeting notes, Nov 5 (attached to your prompt automatically)","material":"FY27 planning meeting - notes, Nov 5, 2026\n\n1. Price increase of 4% on all plans effective Jul 1, 2027. CEO approved the pricing memo on Oct 28. Owner: Maya (Product).\n2. Monthly churn assumed 1.8%, which is the average of the last six months of actual billing data. Owner: Sam (RevOps).\n3. New customers: 14 per quarter. Sales leadership's estimate, not yet reviewed against pipeline. Owner: Priti (Sales).\n4. Hiring: 6 engineers by end of Q2. HR has opened requisitions but no offers are out. No owner was assigned in the meeting.\n5. FX: 1 USD = 3.7 ILS. Dana said \"I think the rate is around there, I'd have to check.\" Owner: Dana (Finance).\n\nOther topics discussed: office lease renewal (not a forecast assumption), the offsite agenda, and who is taking notes next week.","rules":[{"type":"maxWords","max":90}],"promptHints":[{"label":"Names the columns","patterns":["assumption.*value","columns"]},{"label":"Defines confidence levels","patterns":["high.*medium.*low","confidence"]},{"label":"Handles missing owner","patterns":["tbd","no owner"]},{"label":"Sets row count","patterns":["5 rows","exactly 5"]},{"label":"Skips non-assumptions","patterns":["skip","exclude","only"]}],"mistakes":[{"title":"Including non-assumptions","why":"The AI adds rows for the lease renewal and offsite.","fix":"Say: \"Exactly 5 rows, one per forecast assumption. Skip other topics.\"","checks":["r0"]},{"title":"Overrating confidence","why":"The AI marks the Sales estimate and Dana's FX recall High.","fix":"Define: \"High = signed/approved/actual; Medium = management estimate; Low = verbal.\"","checks":["r1"]},{"title":"Inventing an owner","why":"The AI assigns the hiring row to HR or the CFO.","fix":"Add: \"Write TBD if no owner is named.\"","checks":["r2"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs past word limits.","fix":"Ask for fewer words than the real cap and keep each line short.","checks":["maxWords"]}],"hint":"Define the three confidence levels in your prompt and say what to do when an owner is missing.","rubricLabels":["Output is only a markdown table with the columns Assumption | Value | Owner | Confidence and exactly 5 data rows (the lease, offsite and note-taking topics are excluded), with no text before or after it","Confidence is High for price increase and churn, Medium for new customers and hiring, and Low for FX","Owner column shows Maya, Sam, Priti and Dana for rows 1, 2, 3 and 5, and TBD for the hiring row"]}