Movement strengthening· Low risk

Restricted fund position explainer

When to use: quarterly, when explaining restricted vs unrestricted balances to a board that isn't finance-fluent. How to use: paste the fund balances with purpose and end date — AI turns them into a plain-English update.

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When to use this prompt

Reach for this prompt when you need to when to use: quarterly, when explaining restricted vs unrestricted balances to a board that isn't finance-fluent. How to use: paste the fund balances with purpose and end date — AI turns them into a plain-English update. It's designed for Finance Lead. Typically used within Finance work.

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

Produce a plain-English update on our restricted fund position. For each fund provide: purpose in one sentence, balance, spend rate, end date, and traffic light (green on track, amber slippage, red at risk). Then add a one-paragraph overall commentary. Data:\n{FUNDS_TABLE}

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

Worked example

Fund: Youth mental health grant\nBalance: £47,000, ends March 2027

What good output looks like

A per-fund summary with traffic lights and an overall paragraph.

Why this prompt works

Turns a technical table into a narrative trustees can act on.

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