{"id":"fpa-bonus-pool-estimate-lines","audience":"fpa","category":"finance-work","track":"finance","technique":"constraints","level":"intermediate","title":"Estimate a bonus pool from adjusted operating income","free":false,"task":"You're preparing a bonus pool estimate for the compensation committee. Write a prompt for plain text with lines starting \"Adjusted operating income:\", \"Above plan:\", \"Pool before cap:\", \"Pool after cap:\" and \"Status:\", each with the math where it applies. The Status line is exactly \"Estimate for committee approval, not final\". Under 70 words. No bullets or numbering.","materialLabel":"Plan formula and results (attached to your prompt automatically)","material":"BONUS POOL INPUTS - FY26, Delmar Systems\n\nPlan: the pool is 10% of operating income above the plan, capped at $12,000. Operating income is adjusted to remove one-time gains.\n\nOperating income plan: $1,000,000\nOperating income actual: $1,150,000, which includes a one-time gain of $80,000 from selling a spare machine.\n\nNotes: management says the machine sale 'was a good result for the team'. The committee approves the final pool; this is an estimate only.\n\nBackground: the plan was approved in January and covers 14 eligible employees. Last year's pool was $9,500 on a smaller result. The one-time gain is shown in other income in the ledger, journal entry JE-5120 dated Aug 14. Payroll will pay out the approved pool in March. The committee meets Dec 10.","rules":[{"type":"plainText"},{"type":"maxWords","max":70},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names the five lines","patterns":["adjusted operating income","above plan","pool before cap","pool after cap","status"]},{"label":"Removes the one-time gain","patterns":["one.time","remove"]},{"label":"Gives the cap rule","patterns":["cap","smaller of"]},{"label":"Quotes the status line","patterns":["not final","exactly"]},{"label":"Caps length","patterns":["\\d+\\s*words","plain"]}],"mistakes":[{"title":"Using unadjusted income","why":"The AI uses $1,150,000 and gets a $15,000 pool, capped at $12,000.","fix":"Add: \"Remove the one-time gain first.\"","checks":["r0","r1"]},{"title":"Skipping the cap step","why":"The AI forgets the cap line.","fix":"Say: \"Pool after cap = the smaller of the pool and $12,000.\"","checks":["r1"]},{"title":"Missing status line","why":"The AI calls the result final.","fix":"Quote the Status line exactly.","checks":["r2"]},{"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":"The bonus formula uses adjusted income and a cap. State the adjustment, the cap and the exact status text.","rubricLabels":["The line starting \"Adjusted operating income:\" shows $1,150,000 - $80,000 = $1,070,000 and the line starting \"Above plan:\" shows $1,070,000 - $1,000,000 = $70,000","The line starting \"Pool before cap:\" shows 10% x $70,000 = $7,000 and the line starting \"Pool after cap:\" shows $7,000 (under the $12,000 cap)","The last line is exactly \"Status: Estimate for committee approval, not final\""]}