Movement strengtheningFinance lead

Restricted fund position explainer

A plain-English, per-fund summary with traffic lights.

When to use

Quarterly, when explaining restricted vs unrestricted funds to the board.

Prompt template

0 placeholders

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:
{FUNDS_TABLE}

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 a plain-English, per-fund summary with traffic lights. 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 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 a technical table into a narrative trustees can act on.

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.

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