{"id":"fpa-marketing-budget-request-review-checklist","audience":"fpa","category":"finance-work","track":"finance","level":"intermediate","technique":"verification","title":"Turn a department budget request into a review checklist","free":false,"task":"Review Marketing's FY27 budget request against planning guidance: total growth over 10% needs a revenue tie-in, any line up more than 20% needs ROI evidence, and every new hire must be in the approved headcount plan. Start with the line \"Review: Marketing FY27, $1.85M (+23% vs $1.5M)\", then a checklist of at most 5 items, each starting \"- [ ]\" and phrased as a question for the marketing lead. Plain text, under 120 words.","materialLabel":"Source material (attached to your prompt automatically)","material":"MARKETING FY27 BUDGET REQUEST (submitted by J. Alvarez, Oct 22)\n\nLine | FY26 | FY27 request\nPaid media | $700,000 | $900,000\nEvents | $350,000 | $400,000\nAgency | $250,000 | $300,000\n2 content marketers (new) | $0 | $250,000\nTotal | $1,300,000 | $1,850,000\n\nNote: FY26 total budget was $1,500,000 including $200,000 of one-time rebrand spend not repeating in FY27.\n\nJustification: \"Paid media increase supports 30% pipeline growth next year.\"\n\nAttachments:\n- Corporate FY27 plan excerpt: \"Pipeline growth target: 15%.\"\n- Approved FY27 headcount plan (Oct 15): Marketing +0.\n- Events list: 6 trade shows, up from 5.\n- Agency renewal quote: 20% higher on the same scope.","rules":[{"type":"plainText"},{"type":"maxWords","max":120},{"type":"maxBullets","max":5}],"mistakes":[{"title":"Approving instead of reviewing","why":"The AI summarizes the request favorably instead of checking it against rules it was never told.","fix":"Give the rules: \"over 10% total needs revenue tie-in; any line over 20% needs ROI; hires must be in the headcount plan.\"","checks":["r1","r2"]},{"title":"Missing the cross-check","why":"The AI accepts the 30% pipeline claim without comparing it to the 15% corporate target attached.","fix":"Ask: \"Compare each justification to the attached corporate plan.\"","checks":["r1"]},{"title":"No fixed first line","why":"The AI opens with a title or intro instead of the header line reviewers sort by.","fix":"Give it: \"Start with: Review: Marketing FY27, $1.85M (+23% vs $1.5M)\"","checks":["r0"]},{"title":"Statements instead of questions","why":"The AI writes findings, not questions the requester can answer.","fix":"Say: \"Each item starts '- [ ]' and is a question for the marketing lead.\"","checks":["maxBullets"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs long, adding lists and formatting you didn't ask for.","fix":"Cap each part (\"each line under 15 words\") and state the format: \"plain text, no bold.\"","checks":["plainText","maxWords"]}],"promptHints":[{"label":"States the review rules","patterns":["10%","20%","headcount plan","guidance"]},{"label":"Asks for checklist boxes","patterns":["\\[ \\]","checklist","check box"]},{"label":"Phrases items as questions","patterns":["question","ask the"]},{"label":"Gives the first line","patterns":["start with","first line","review:"]},{"label":"Sets a length limit","patterns":["\\d+\\s*words","word (limit|count)","under \\d+"]}],"hint":"The AI doesn't know your planning rules. Spell them out, and say what each checklist item should look like.","rubricLabels":["The first line is exactly \"Review: Marketing FY27, $1.85M (+23% vs $1.5M)\"","Flags paid media rising about 29% ($700,000 to $900,000) and that its 30% pipeline growth claim doesn't match the 15% corporate target","Flags the 2 new content marketers ($250,000) as missing from the approved headcount plan (Marketing +0)"]}