{"id":"fpa-board-qa-talk-track","audience":"fpa","category":"finance-work","track":"finance","technique":"grounding","level":"beginner","title":"Prepare short answers to likely board questions from the results pack","free":false,"task":"You're preparing the CFO for the board Q&A. Write a prompt for three question-and-answer pairs in plain text, formatted \"Q1: ...\" then \"A1: ...\" on the next line, answers under 25 words. Use only the results pack. If the pack doesn't contain the answer, the answer must be exactly \"Not in the pack; I will follow up.\" Plain text, no intro. No bullets or numbering.","materialLabel":"Q3 results pack and three likely questions (attached to your prompt automatically)","material":"Q3 2026 RESULTS PACK (extract) - Fieldstone Software\n\nRevenue: $6.0M (plan $5.9M)\nGross margin: 59.5% (Q2: 62.0%). Cost of revenue rose $150,000 quarter over quarter: cloud hosting +$90,000, support staff +$42,000, customer credits +$18,000.\nCash: bank balance decreased by $198,000 in October, including a one-time $20,000 legal settlement.\nHeadcount: 38 at quarter end.\n\nLIKELY BOARD QUESTIONS (drafted by the CFO's chief of staff)\nQ1: Why did gross margin fall this quarter?\nQ2: How much cash did we burn in October?\nQ3: How concentrated is revenue in our top five customers?\n\nNote: customer concentration data is in the sales system but was not included in this pack.","rules":[{"type":"plainText"},{"type":"maxWords","max":100},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Sets the Q/A format","patterns":["q1:.*a1:","a1:"]},{"label":"Limits to the pack","patterns":["only the (results )?pack"]},{"label":"Gives the fallback text","patterns":["not in the pack"]},{"label":"Asks for figures","patterns":["figures"]},{"label":"Caps length","patterns":["\\d+\\s*words","plain"]}],"mistakes":[{"title":"Guessing concentration","why":"The AI makes up a top-five percentage.","fix":"Add: 'If the pack doesn't contain it, write exactly: Not in the pack; I will follow up.'","checks":["r2"]},{"title":"Vague margin answer","why":"The AI says 'higher costs' without the drivers.","fix":"Say: \"Answers use figures from the pack.\"","checks":["r0"]},{"title":"Missing the one-time item","why":"The AI reports the cash decrease without noting the $20,000 settlement.","fix":"Add: \"Use the bank decrease including the one-time item.\"","checks":["r1"]},{"title":"Markdown extras","why":"The AI adds bold labels, headings and a closing note.","fix":"Say: \"Plain text, no bold. Output only the lines asked for.\"","checks":["plainText","maxBullets"]},{"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 prepared answer is only as good as its source. Tell the AI to use the pack and give the exact fallback sentence.","rubricLabels":["Q1 answer uses the pack: margin fell from 62.0% to 59.5%, driven by cloud hosting +$90,000, support staff +$42,000 and customer credits +$18,000","Q2 answer uses the bank decrease of $198,000, including the one-time $20,000 legal settlement","Q3 answer is exactly \"Not in the pack; I will follow up.\" and each pair is formatted Q#: then A#: on separate lines"]}