Reserves policy review
Review and update the reserves policy.
When to use this prompt
Reach for this prompt when you need to review and update the reserves policy. It's designed for Trustee, 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
You'll need: Current reserves, Risk profile.Nice to have: Sector benchmarks. - 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
Review reserves policy for {{association_name}}. Current: {{reserves}}. Target range, purpose, restricted vs unrestricted, review.Replace bracketed placeholders with real context. Never paste identifying details about children, health or safeguarding cases.
What good output looks like
A revised reserves policy.
Human review checklist
Tick each before you send or publish the output.
Why this prompt works
Reserves policies serve mission when the range is explained, not just set.
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