Movement strengthening· Medium risk

Budget narrative draft

Turn a spreadsheet into a readable budget story.

When to use this prompt

Reach for this prompt when you need to turn a spreadsheet into a readable budget story. It's designed for Finance lead, Chief Executive. Typically used within Finance 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

You are a charity finance partner. Using the figures pasted below, write a 250-word budget narrative for {AUDIENCE} that explains: total income and mix, main cost drivers, changes vs last year, reserves position, and key risks. Plain English, no jargon. Do not invent numbers. Figures: {FIGURES}

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

Worked example

AUDIENCE: trustees · FIGURES: [paste]

Why this prompt works

Turns numbers into a story trustees can actually discuss.

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Adapt with the guided builder