{"id":"fpa-vendor-renewal-budget-note","audience":"fpa","category":"finance-work","track":"finance","technique":"audience","level":"beginner","title":"Tell a budget owner what a renewal increase does to the budget","free":false,"task":"You're an FP&A partner writing to Kim, a department head. Write a prompt for a plain-text note that starts with \"Hi Kim,\" and has four lines starting \"Renewal:\", \"Budget:\", \"Over by:\" and \"If signed by Nov 30:\", each with the math. Then a final line \"Your call on timing; I'll update the forecast either way.\" Don't recommend signing or not signing. Under 85 words.","materialLabel":"Contract renewal terms and budget line (attached to your prompt automatically)","material":"Datafield Analytics - renewal notice received Nov 3, 2026\nCurrent annual subscription: $48,000\nRenewal term: Jan 1 to Dec 31, 2027\nRenewal price: current price plus 7%\nEarly-renewal offer: 3% off the renewal price if the order is signed by Nov 30, 2026\n\nBudget for this line, FY27 (Kim's department): $50,000\n\nOther notes: Kim mentioned on Oct 28 that her team uses the tool daily. A competing product was demoed in September but no quote has been requested. Kim's budget line has no other spend in it.\nThe renewal includes an unchanged scope of 25 seats. Payment terms are annual in advance.","rules":[{"type":"plainText"},{"type":"maxWords","max":85}],"promptHints":[{"label":"Names the reader and lines","patterns":["hi kim","renewal:","over by"]},{"label":"Asks for math","patterns":["math","show"]},{"label":"Includes the early offer","patterns":["3%","nov 30","early"]},{"label":"Bans a recommendation","patterns":["(do not|don'?t).*recommend"]},{"label":"Caps length","patterns":["\\d+\\s*words","plain"]}],"mistakes":[{"title":"Applying the discount to the old price","why":"The AI takes 3% off $48,000.","fix":"Say: \"The early offer is 3% off the renewal price (after the 7% increase).\"","checks":["r1"]},{"title":"Recommending","why":"The AI suggests signing early or looking at the competitor.","fix":"Add: \"Do not recommend signing, not signing, or switching vendors.\"","checks":["r2"]},{"title":"No math or wrong greeting","why":"The AI says 'a bit over budget' with no figures and a generic greeting.","fix":"Say: 'Start with \"Hi Kim,\" and show the math on each line.'","checks":["r0"]},{"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"]},{"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":"Give the AI the exact lines, the order of the percentages and a ban on recommendations.","rubricLabels":["Starts with \"Hi Kim,\" and has the Renewal line showing $48,000 x 1.07 = $51,360 and the Budget line showing $50,000","Over by line shows $51,360 - $50,000 = $1,360, and the If signed by Nov 30 line shows $51,360 x 0.97 = $49,819.20","Ends with the line \"Your call on timing; I'll update the forecast either way.\" and doesn't recommend signing, not signing or switching vendors"]}