{"id":"fpa-assumption-source-conflict-register-table","audience":"fpa","category":"finance-work","track":"finance","technique":"grounding","level":"advanced","title":"Pick planning assumptions from conflicting sources by sign-off","free":false,"task":"You're building an assumption register for the FY27 plan. Write a prompt for a markdown table with columns Assumption, Used, Source and Flag, one row per assumption in the listed order. Rule: use the value from the most recent source that the CFO has signed off; if a newer source is not signed off, use the latest signed-off value and flag the newer one in the Flag column. Flag is a dash when there is no conflict to flag. After the table add one line starting \"CFO to confirm:\" naming the flagged assumptions. Under 140 words.","materialLabel":"Source material (attached to your prompt automatically)","material":"FY27 PLAN ASSUMPTIONS FROM THREE SOURCES\n\nSource 1: Board deck, Oct 5 (signed off by the CFO)\n- Revenue growth: 8%\n- Customer churn: 3.0% a year\n- New hires: 12\n\nSource 2: CFO email, Oct 28 (the CFO's own instruction; counts as signed off)\n- Revenue growth: 6%\n- New hires: 10\n(no change to churn is mentioned)\n\nSource 3: Finance model, Nov 2 (draft, not signed off by the CFO)\n- Revenue growth: 7%\n- Customer churn: 3.5% a year\n- New hires: 12\n\nNotes: sources are dated; later dates are more recent. The planning team lead says \"the model is the latest so it must be right.\" The CFO reviews the register before the Nov 24 planning meeting. The model's draft values may reflect updates the CFO has not yet seen.","rules":[{"type":"maxWords","max":140}],"promptHints":[{"label":"Names the columns","patterns":["assumption","used","source","flag"]},{"label":"States the sign-off rule","patterns":["signed off","most recent"]},{"label":"Flags unsigned values","patterns":["flag","unsigned","not signed"]},{"label":"Asks for the closing line","patterns":["cfo to confirm"]},{"label":"Caps length","patterns":["\\d+\\s*words","under \\d+"]}],"mistakes":[{"title":"Using the draft model","why":"The AI picks the newest values even though they are unsigned.","fix":"Say: \"Use the latest signed-off value; flag newer unsigned ones.\"","checks":["r1","r2"]},{"title":"Forgetting churn is unchanged","why":"The AI has no churn value from the CFO email.","fix":"Add: \"A source that doesn't mention an assumption doesn't change it.\"","checks":["r1"]},{"title":"Missing the closing line","why":"The AI ends with the table.","fix":"Add: \"Last line: CFO to confirm and the flagged assumptions.\"","checks":["r2"]},{"title":"Wrong table shape","why":"The AI changes the columns or rows.","fix":"Add: \"Columns Assumption, Used, Source, Flag; the three listed rows.\"","checks":["r0"]},{"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 part short.","checks":["maxWords"]}],"hint":"A newer source isn't always the right one. State the sign-off rule and how to flag a conflict.","rubricLabels":["The table has columns Assumption, Used, Source and Flag and rows for Revenue growth, Customer churn and New hires in the listed order","Used values are 6% from the CFO email, 3.0% from the board deck, and 10 from the CFO email","Flag shows the model's 7% growth, 3.5% churn and 12 hires as newer unsigned values, and the last line starts \"CFO to confirm:\" naming all three assumptions"]}