{"id":"pro-fin-close-calendar-holiday","audience":"finance","category":"planning","technique":"context","title":"Map month-end close tasks onto real dates around a holiday","free":false,"task":"You run the November close at a small accounting team and need the close calendar for the team channel. You want exactly 6 numbered lines, each as Workday N (date) - task - owner, under 80 words, plain text. Workdays skip weekends and the office holiday in your notes, and one owner changed, so use the new one. Write a prompt that gets you exactly that.","materialLabel":"Your close notes (attached to your prompt automatically)","material":"November close - Alder & Finch Supply\nClose starts Monday, Dec 1 (Workday 1). Weekends off.\nOffice closed Wed Dec 3 (company offsite - counts as a holiday, no close work).\n\nTasks by workday:\n- WD1: Bank reconciliations - Priya\n- WD2: Accounts payable accruals - Marco\n- WD3: Payroll and benefits accruals - Jess\n- WD4: Revenue and AR review - Priya\n- WD5: Flux analysis vs. October - Marco\n- WD6: Close package to CFO - you (Lena)\n\nNotes:\n- Jess is on leave until Dec 10, Owen will do payroll accruals this month.\n- CFO wants the close package by end of WD6, he flies out the next Monday.\n- Reminder to renew the parking passes (not close).\n- Audit kickoff for the year-end is in January.","rules":[{"type":"numberedItems","count":6},{"type":"maxWords","max":80},{"type":"plainText"}],"mistakes":[{"title":"Not mentioning the holiday","why":"The AI counts calendar days straight through and puts work on the offsite day.","fix":"Add: \"Skip weekends and Wed Dec 3, the office is closed.\"","checks":["r1"]},{"title":"Missing the owner change","why":"Jess is next to payroll in the list, and the AI often keeps her.","fix":"Add: \"Owen covers payroll accruals while Jess is on leave.\"","checks":["r2"]},{"title":"Not giving the line format","why":"The AI writes a table or leaves off the dates.","fix":"Add: \"Format each line as Workday N (date) - task - owner.\"","checks":["r0"]},{"title":"Letting the AI pick the layout","why":"The AI adds headings, bold and tips about closing faster.","fix":"Be exact: \"Exactly 6 numbered lines, plain text, nothing else.\"","checks":["numberedItems","plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 80 words\" and it often lands well over.","fix":"Cap each part instead: \"each line under 9 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Says how many lines","patterns":["\\b(6|six)\\b"]},{"label":"Gives the line format","patterns":["workday","\\(date\\)","owner"]},{"label":"Skips the holiday","patterns":["dec(ember)? 3","holiday","offsite","skip","weekend"]},{"label":"Uses the new owner","patterns":["owen","jess","on leave","new owner"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)"]}],"hint":"Workdays aren't calendar days. Tell the AI exactly which days to skip, the line shape, and that someone is covering for a teammate.","rubricLabels":["Each line gives a workday number, its calendar date, a task and an owner, in that order","Dates skip the weekend and the Dec 3 offsite: WD1 Dec 1, WD2 Dec 2, WD3 Dec 4, WD4 Dec 5, WD5 Dec 8, WD6 Dec 9","Payroll and benefits accruals are owned by Owen, not Jess, and nothing outside the close tasks is added (no parking passes or audit kickoff)"]}