{"id":"fpa-q3-board-finance-page","audience":"fpa","category":"finance-work","track":"finance","level":"intermediate","technique":"constraints","title":"Draft the Q3 finance page for the board deck","free":false,"task":"Draft the finance page for the Q3 board deck. Start with a title line under 12 words, then at most 4 bullets, each giving actual vs plan and the difference. Use the cash balance after the late-September debt repayment. End with a line starting \"Ask of the board:\" that names the decision the CFO needs. Plain text, under 90 words.","materialLabel":"Source material (attached to your prompt automatically)","material":"Q3 RESULTS - DRAFT FOR BOARD PACK (CFO review copy)\n\nRevenue: $12.0M (plan $11.5M)\nGross margin: 62% (plan 60%)\nOperating expenses: $8.0M (plan $8.4M)\nEnding cash: $24.0M (plan $21.0M)\n\nCFO comments in the margin:\n- \"Cash line is pre-repayment. We paid down $2.0M of the term loan on Sept 29, so ending cash is $22.0M. Fix before it goes out.\"\n- \"Opex is under because two senior hires slipped to Q4.\"\n- \"We need the board to approve renewing the $3M equipment line of credit, which expires Dec 31.\"\n\nOther:\n- Customer count 1,240, up from 1,180.\n- Audit committee meets Nov 18.\n- Deck formatting: use the new template, finance is slide 6.","rules":[{"type":"plainText"},{"type":"maxWords","max":90},{"type":"maxBullets","max":4}],"mistakes":[{"title":"Using the draft cash number","why":"The AI copies $24.0M and misses the CFO's note about the repayment.","fix":"Add: \"Use ending cash after the Sept 29 repayment: $22.0M.\"","checks":["r0"]},{"title":"No plan comparison","why":"The AI lists actuals without the plan and the gap the board looks for.","fix":"Show it: \"- Revenue: $12.0M vs $11.5M plan (+$0.5M)\"","checks":["r1"]},{"title":"Forgetting the ask","why":"The AI summarizes results but never states what the board must decide.","fix":"Say: \"End with 'Ask of the board:' and the $3M line of credit renewal.\"","checks":["r2"]},{"title":"Slide clutter","why":"The AI writes long bullets with bold labels and sub-points.","fix":"Say: \"Title line, at most 4 bullets under 12 words, plain text.\"","checks":["plainText","maxWords","maxBullets"]}],"promptHints":[{"label":"Uses the corrected cash","patterns":["22","repay","after the"]},{"label":"Compares to plan","patterns":["vs\\.? plan","versus plan","against plan","difference"]},{"label":"States the board ask","patterns":["ask of the board","line of credit","approv"]},{"label":"Caps the bullets","patterns":["\\b(4|four)\\b.{0,15}bullet","bullet.{0,20}\\b(4|four)\\b"]},{"label":"Sets a length limit","patterns":["\\d+\\s*words","word (limit|count)","under \\d+"]}],"hint":"Board pages are short and end with a decision. Tell the AI the shape, the right cash number and the ask.","rubricLabels":["Ending cash is $22.0M after the $2.0M loan repayment (vs $21.0M plan, +$1.0M), not $24.0M","Each bullet gives actual vs plan and the difference (for example revenue $12.0M vs $11.5M, +$0.5M; opex $8.0M vs $8.4M, −$0.4M)","The last line starts \"Ask of the board:\" and names approving the renewal of the $3M equipment line of credit"]}