Movement strengthening· Medium risk

Board finance pack summary

Summarise the finance pack for time-poor trustees.

When to use this prompt

Reach for this prompt when you need to summarise the finance pack for time-poor trustees. It's designed for Finance lead. Typically used within Governance work.

Draft with AI, then have a colleague verify facts and tone before use.

How to use it

1
Gather your inputs
Have your local context, audience and goal to hand.
2
Fill in the template
Copy the template below and replace every bracketed placeholder with real, local context. Keep names and safeguarding details out.
3
Run it in your AI tool
Paste into your preferred AI assistant. Ask a follow-up if the output misses your association's tone or context.
4
Review with the checklist
Work through the human-review checklist below before you send, publish or act on the output.

Prefer a guided flow? Adapt with the guided builder — it fills placeholders from your association profile.

Prompt template

Given the finance pack below, produce a 1-page trustee summary: headline P&L, cash position, top 3 risks, top 3 decisions needed. No jargon, no invented figures. Pack: {PACK}

Replace bracketed placeholders with real context. Never paste identifying details about children, health or safeguarding cases.

Worked example

PACK: [paste]

Why this prompt works

Trustees arrive prepared even if they only had 10 minutes.

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Adapt with the guided builder