Movement strengtheningFinance leadCEO

Budget narrative draft

Turn a spreadsheet into a readable budget story.

Prompt template

0 placeholders

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 each highlighted placeholder with real context. Keep names and safeguarding details out.

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, CEO. 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 highlighted placeholders
Copy the template above and replace every highlighted placeholder with real, local context.
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.
4
Work through the checklist
Tick every item before you send, publish or act on the output.

Why this prompt works

Turns numbers into a story trustees can actually discuss.

Worked example

AUDIENCE: trustees · FIGURES: [paste]

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