PWPractical Workflows
In 15 minutes, turn a small set of numbers into a one-page brief with baseline KPIs, variance analysis, and simple scenarios. You’ll get a clean, reusable workflow that repeats each reporting period with minimal effort.
Copy this into ChatGPT, Claude or Gemini, fill in the [BRACKETS] and see what you get. No sign-up. The other 14 steps, examples and checklist unlock after purchase.
Setup: Define the decision and timeframe
[BUSINESS CONTEXT 2–3 SENTENCES] [ONE DECISION YOU NEED TO MAKE IN THIS PERIOD] [REPORTING PERIOD START DATE] [REPORTING PERIOD END DATE] [PRIMARY CONSTRAINTS OR GUARDRAILS] [WHAT “GOOD” LOOKS LIKE IN ONE SENTENCE] Act as a sharp FP&A partner and frame a single, decision-ready scope for this 15-minute snapshot. Work through it like this: 1) Write a crisp decision statement (action + metric + timeframe), and confirm the exact period dates and currency. 2) Define the minimum outcome you must decide (approve/hold/change), and the 1–2 secondary decisions if relevant. 3) List what must be true to decide (data you actually need) and what’s explicitly out of scope. 4) Note constraints (cash limits, staffing, contractual obligations) and any immovable dates. 5) Capture success criteria (“we will proceed if …”) to guide thresholds later. Give me the output as: - Decision Brief (sections): Decision Statement; Period & Currency; Primary Decision & Options; Secondary Decisions (if any); In-Scope Data Needs; Out-of-Scope; Constraints; Success Criteria; Key Stakeholders. Quality bar: The decision can be answered with a small, named data set in one sitting, and anyone reading it can say yes/no without guessing intent. If anything is missing or unclear, ask a direct question once; if still unknown, mark it MISSING and proceed with a clearly labelled assumption.
A system prompt, then 15 steps you run in order, plus instructions, worked examples, fix-it prompts and a quality checklist. Full prompts unlock straight after payment.
Owners, operators, and professionals who need a quick, decision-ready read on business financials without hiring an analyst.
For a fast win, run Steps 1, 4–6, and 12–13 to produce a baseline one-page brief and email in under 15 minutes.
15 steps, each building on the last: Setup: Define the decision and timeframe → Setup: Identify data sources → Setup: Set KPIs and thresholds → Gather: Compile minimal dataset → Gather: Clean and structure numbers → Analyze: Compute baseline metrics → Analyze: Variance vs target or last period → Analyze: Build simple scenarios → Analyze: Unit economics snapshot → Validate & Explain: Sense-check and note assumptions → Validate & Explain: Create chart specifications → Deliver & Maintain: Draft one-page financial brief → Deliver & Maintain: Write executive email summary → Deliver & Maintain: Save templates and checklist → Deliver & Maintain: Plan update cadence and owners. Includes two worked examples, fix-it prompts and a quality checklist.
This kit won’t replace audited financial statements, complex valuations, or tax/legal advice—engage a qualified professional for those.
Instant email with your guided kit page and a downloadable file. Works with ChatGPT, Claude or Gemini (free or paid), including on your phone.
This is a prompt toolkit you run yourself, not software or professional advice.
Send them the free first step or the free guide:
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