Reserves policy — annual review
Review and update the reserves policy.
Fill in the details
2 placeholdersType your details in and we'll drop them into the template. Empty slots stay as tokens so nothing goes missing.
Prompt template
Review reserves policy for {{association_name}}. Current: {{reserves}}. Target range, purpose, restricted vs unrestricted, review.
Replace each highlighted placeholder with real context. Keep names and safeguarding details out.
Human review checklist
Tick each before you send or publish the output.
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 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
Reserves policies serve mission when the range is explained, not just set.
What good output looks like
A revised reserves policy.
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