{"id":"proc-spend-change-summary-for-cfo","audience":"executives","category":"operations-work","track":"operations","technique":"audience","level":"advanced","title":"Summarize year-over-year spend changes for the CFO with correct math","free":false,"task":"Write a prompt for a note to Raj Patel, the CFO. Start with \"Raj,\" then exactly four lines: \"Total:\", \"Biggest dollar increase:\", \"Biggest percent increase:\" and \"Only decrease:\". Show the math for each: change in dollars and percent with one decimal. Do not explain causes. Plain text, under 110 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"SPEND BY CATEGORY - this fiscal year vs last (USD, from AP)\n\nCategory      This year   Last year\nPackaging     182,000     160,000\nFreight       240,000     250,000\nMRO           96,000      75,000\nTemp labor    150,000     125,000\n\nNotes: AP exported these totals on the first business day after year end. MRO means maintenance, repair and operations supplies, such as belts, bearings and safety guards. Packaging covers cartons, strapping and pallet wrap. Freight is the outbound carrier cost. Temp labor is paid through two staffing agencies. The temp labor figure includes a one-time $12,000 holiday surge that is not expected to repeat; this exercise does not adjust for that. Procurement does not yet know the causes of the changes. Raj decides what to ask the business about.","rules":[{"type":"plainText"},{"type":"maxWords","max":110}],"promptHints":[{"label":"Names the reader","patterns":["raj","cfo"]},{"label":"Quotes the four labels","patterns":["total:","biggest dollar increase:","biggest percent increase:","only decrease:"]},{"label":"Defines percent change","patterns":["change / last year","percent","one decimal"]},{"label":"Bans causes","patterns":["do not explain","causes"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]}],"mistakes":[{"title":"Mixing up dollar and percent leaders","why":"The AI names the same category for both.","fix":"Say: \"Biggest dollar increase and biggest percent increase can be different categories; show the math for each.\"","checks":["r2"]},{"title":"Explaining causes","why":"The AI says the increase is due to seasonal demand.","fix":"Say: \"Do not explain causes.\"","checks":["r2"]},{"title":"Total wrong","why":"The AI mis-adds the categories.","fix":"Say: \"Show the total math for both years.\"","checks":["r1"]},{"title":"Missing the greeting or lines","why":"The AI writes a paragraph.","fix":"Say: \"First line: Raj, then exactly four lines.\"","checks":["r0"]},{"title":"Markdown extras and long output","why":"AI adds bold, headings and bullets by default, which show up as stray symbols where this is pasted.","fix":"Say \"plain text, no bold, no headings\" and cap each line, for example \"each line under 15 words\".","checks":["plainText","maxWords"]}],"hint":"Name the reader and four lines, define percent change and say not to explain causes.","mission":"Tell CFO Raj Patel how spend changed year over year.","musts":["Dollars and percent each","Percent to one decimal","No causes"],"rubricLabels":["The note starts with \"Raj,\" followed by four lines starting Total:, Biggest dollar increase:, Biggest percent increase: and Only decrease:","Total shows 668,000 versus 610,000, up 58,000 or 9.5%, and Biggest dollar increase is Temp labor at +25,000 (20.0%)","Biggest percent increase is MRO at +21,000 (28.0%), Only decrease is Freight at -10,000 (-4.0%), and no causes are explained"]}