{"id":"fpa-board-risk-list-from-notes","audience":"fpa","category":"finance-work","track":"finance","technique":"grounding","level":"beginner","title":"List the top risks with dollar exposure and leave out rumors","free":false,"task":"You're preparing the risks slide for the board. Write a prompt for exactly 3 numbered lines formatted \"1. Risk - exposure - source\", ordered by dollar exposure from highest to lowest. Use \"not quantified\" for exposure when no dollar figure is given, and put that risk last. Include only risks with a named source in the notes; leave out rumors. Plain text, under 80 words.","materialLabel":"Risk notes from three owners and a rumor (attached to your prompt automatically)","material":"RISK NOTES FOR THE BOARD DECK - Q3 2026, Pinecrest Software\n\n- Sales (Priti): our largest customer's renewal is at risk; the ARR at stake is $310,000. Source: Priti's pipeline review, Nov 3.\n- Engineering (Ilan): cloud costs may run over plan by about $180,000 if usage keeps growing at the current rate. Source: Ilan's cost model, Nov 2.\n- Legal (Dana): a vendor dispute is open; the exposure has not been estimated yet. Source: Dana's note, Nov 4.\n- Hallway talk: 'I heard a competitor might bid for our top engineers.' No source and no figures.\n\nNote: the CFO wants only risks with a named owner and source in this list.","rules":[{"type":"plainText"},{"type":"numberedItems","count":3},{"type":"maxWords","max":80}],"promptHints":[{"label":"Shows the line format","patterns":["1\\. risk - exposure","format"]},{"label":"Sets the order","patterns":["highest first","order by"]},{"label":"Gives the not-quantified rule","patterns":["not quantified"]},{"label":"Leaves out rumors","patterns":["leave out.*rumor"]},{"label":"Caps length","patterns":["\\d+\\s*words","under"]}],"mistakes":[{"title":"Including the rumor","why":"The AI adds a fourth risk about competitors.","fix":"Add: \"Leave out the hallway rumor.\"","checks":["r2"]},{"title":"Inventing a dispute figure","why":"The AI estimates the legal exposure.","fix":"Add: 'Write \"not quantified\" when no figure is given.'","checks":["r2"]},{"title":"Wrong order or missing sources","why":"The AI orders by owner and drops the source.","fix":"Say: \"Highest exposure first; end each line with the source.\"","checks":["r0","r1"]},{"title":"Wrong format","why":"The AI writes bullets with bold names.","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 risk list needs a source for each item and no invented numbers. Give the order and the 'not quantified' rule.","rubricLabels":["Has exactly 3 numbered lines in the order customer renewal $310,000, cloud costs $180,000 and vendor dispute (not quantified)","Each line gives risk, exposure and source in the form Risk - exposure - source, with sources Priti's pipeline review, Ilan's cost model and Dana's note","The competitor rumor isn't included, and no exposure amount is invented for the vendor dispute"]}