{"id":"fpa-board-decisions-list-from-notes","audience":"fpa","category":"finance-work","track":"finance","technique":"grounding","level":"beginner","title":"List the decisions needed from the board with dates","free":false,"task":"You're drafting the board decisions list from the CFO's notes. Write a prompt for exactly 3 numbered lines formatted \"1. Decision - date - owner\", in date order, earliest first. Include only items that need a board vote; leave out FYI items and ideas. Use only dates and owners from the notes. Plain text, under 80 words.","materialLabel":"CFO's notes for the December board meeting (attached to your prompt automatically)","material":"CFO NOTES - December board meeting prep (Nov 6, 2026)\n\n- Approve the FY27 operating budget: vote needed at the Dec 10 meeting. Owner: Rae (CFO).\n- Renew the $3M equipment line of credit before it expires Dec 31: board approval needed by Dec 15 (the lender needs time). Owner: Dana (Controller).\n- Endorse the FY27 hiring plan of 6 hires: vote at the Dec 10 meeting. Owner: Ilan (FP&A).\n- FYI: Q3 results were in line with the forecast (no vote).\n- FYI: office lease renewal is being negotiated, nothing to approve yet.\n- Idea: maybe consider a share buyback next year. Not for this meeting.\n\nNote: the board meets once, on Dec 10. Dana says the lender needs the board's approval a few days after.","rules":[{"type":"plainText"},{"type":"numberedItems","count":3},{"type":"maxWords","max":80}],"promptHints":[{"label":"Shows the line format","patterns":["decision - date - owner"]},{"label":"Sets the count","patterns":["exactly 3"]},{"label":"Excludes FYI and ideas","patterns":["leave out.*(fyi|ideas)"]},{"label":"Orders by date","patterns":["earliest first","date"]},{"label":"Caps length","patterns":["\\d+\\s*words","under"]}],"mistakes":[{"title":"Including FYI items","why":"The AI adds the Q3 results and lease updates.","fix":"Add: \"Include only items needing a board vote; leave out FYI items and ideas.\"","checks":["r2"]},{"title":"Wrong order","why":"The AI lists in the notes' order or by importance.","fix":"Say: \"Order by date, earliest first.\"","checks":["r1"]},{"title":"Missing owners or dates","why":"The AI writes decisions without dates and owners.","fix":"Say: \"Each line ends with date - owner from the notes.\"","checks":["r0"]},{"title":"Wrong format","why":"The AI writes bullets with bold.","fix":"Say: \"Exactly 3 numbered lines starting with 1.\"","checks":["numberedItems","plainText"]},{"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":"A decisions list contains only votes, with dates and owners. State the filter, the order and the line shape.","rubricLabels":["Has exactly 3 numbered lines in the form Decision - date - owner, in date order: the FY27 budget (Dec 10, Rae), the hiring plan (Dec 10, Ilan) and the line of credit renewal (Dec 15, Dana)","Dates and owners come from the notes, and the two Dec 10 items come before the Dec 15 item","The FYI items (Q3 results, lease negotiation) and the buyback idea are not included"]}