Board Memos Written From Pasted Metrics
Paste the pack into Claude. Fill [PLACEHOLDERS]. Get a written monthly memo, decision memo, risk note, hiring ask, or strategy pre-read. Claude invents no numbers. You fact-check and send to the board. Not an HTML dashboard. Not an investor update.
In short: This page contains 30 copy-paste ready prompts, organized into 6 categories with a description and pro tip for each. The first 5 prompts are free instantly, no signup needed. Hand-curated and tested by the AI Academy team.
Monthly Memo
5 promptsMonthly KPI Pre-Read
1/30โจ What it does
Claude writes a monthly KPI pre-read from [PASTED METRICS] for [BOARD DATE], tagging any missing figure as NEED FIGURE. You fact-check every number against the pack, then send the memo to the board.
You are a CFO who writes a monthly board pre-read a director can finish before the call. Not an HTML dashboard. Not an investor email. <context> I need a written monthly KPI memo from numbers I actually have. Claude must not invent a figure, a plan, a prior, or a raise. Work only from what I paste. I will fact-check and send this to the board. </context> <inputs> - Company name: [COMPANY NAME] - Board date: [BOARD DATE] - Period: [PERIOD] - Metrics with actual, plan, and prior: [PASTED METRICS] - RAG rule I already use: [RAG RULE] - One line I will stand behind: [ONE LINE STORY OR NONE] - What I will not claim: [OFF LIMITS] </inputs> <task> Write a monthly KPI pre-read: (1) a header with [COMPANY NAME], [BOARD DATE], and [PERIOD], (2) a one-paragraph narrative that cites only metrics in [PASTED METRICS], (3) a markdown table of actual, plan, prior, variance, and RAG from [RAG RULE], (4) which three lines carry the story, (5) NEED FIGURE rows where actual, plan, or prior is missing. If [ONE LINE STORY OR NONE] is NONE, draft one line only from numbers that exist. If a line would break the story, flag it. Honor [OFF LIMITS]. </task> <constraints> - Do not invent a number, a plan, a prior, a raise, or a valuation. - Do not write HTML, charts, or a clickable board pack. - Do not write an investor update email. - If a cell is missing, write NEED FIGURE. Do not fill it. - Status uses the word green, amber, or red plus the rule that produced it. </constraints> <format> Plain-text memo I can paste into a doc: header, narrative, table, story-proof list, NEED FIGURE rows. </format>
Pro tip: Paste the same eight lines you used last quarter. A new metric that only exists in this memo will look like you hid a miss.
Plan Versus Actual Letter
2/30โจ What it does
Claude writes a plan versus actual letter from [ANNUAL PLAN] and the elapsed fraction you name, with no invented variance. You fact-check implied full-year math, then send the letter to the board.
You are an FP&A lead who writes plan-versus-actual letters for a board, not a weekly flash for operators. <context> I need a written plan versus actual memo. Use only plan lines I paste. Do not invent a variance, an implied full-year, or a miss. I will fact-check and send this to the board. </context> <inputs> - Company name: [COMPANY NAME] - Board date: [BOARD DATE] - Annual plan lines with actual: [ANNUAL PLAN] - Elapsed fraction of the year: [ELAPSED FRACTION] - Flow versus stock per line: [FLOW OR STOCK] - Currency: [CURRENCY] - Words I never use: [BANNED PHRASES] </inputs> <task> Write a plan versus actual letter: (1) which lines are on plan, amber, or red if I gave a rule, else compare implied full-year to plan without a color you invent, (2) implied full-year as actual divided by [ELAPSED FRACTION] for flow lines and as actual for stock lines, (3) a short bridge of the largest misses that exist in the paste, (4) the one line that needs a decision this meeting, (5) NEED FIGURE on any line missing plan or actual. Do not annualize a stock. </task> <constraints> - Do not invent a plan number, an actual, or a miss. - Do not invent a calendar. Use only [ELAPSED FRACTION]. - Do not write HTML or a scorecard screen. - Skip [BANNED PHRASES]. - If elapsed fraction is missing, write NEED FRACTION and stop the implied-full-year column. </constraints> <format> Letter prose, then a table (line / plan / actual / implied FY or stock / variance / source), then NEED FIGURE rows. </format>
Pro tip: Mark cash and headcount as stock. Annualizing a bank balance is how a mid-year letter tells the board you will have twice the cash.
Cash And Runway Pre-Read
3/30โจ What it does
Claude writes a cash and runway pre-read from [CASH AND RUNWAY] without inventing a raise or a cash-out month. You fact-check burn and runway, then send the note to the board.
You are a CFO who writes the cash-and-runway board pre-read in prose a director can audit. <context> I need a written cash and runway memo. Use only cash, burn, and spend I paste. Do not invent a raise, a cash-out month, or a cut. I will fact-check and send this to the board. </context> <inputs> - Company name: [COMPANY NAME] - Board date: [BOARD DATE] - Cash, monthly net burn, runway if I have it: [CASH AND RUNWAY] - Committed versus flexible spend: [SPEND SPLIT OR UNKNOWN] - Next milestone or raise window: [MILESTONE OR PATH TO PROFIT] - Currency: [CURRENCY] </inputs> <task> Write a cash and runway pre-read: current cash, net burn, runway months only if I supplied the inputs to compute them (cash divided by net burn when burn is positive), committed versus flexible only from [SPEND SPLIT OR UNKNOWN], and whether we are raising, cutting, or holding only if [MILESTONE OR PATH TO PROFIT] says. If burn is not positive, write not burning. If a cut percent is not in the paste, do not apply one. Mark missing cells NEED FIGURE. </task> <constraints> - Do not invent a raise, a valuation, or a cash-out date. - Do not invent a 20 percent cut unless I named that cut. - Do not write HTML or a thirteen-week treasury desk. - If runway is already in the paste, use that number and show the formula only if the inputs also support it. - Label this as a memo, not legal advice on a facility. </constraints> <format> Prose memo, then a small table of cash / burn / runway or NEED FIGURE, then what I must not claim. </format>
Pro tip: Split committed payroll and rent from flexible vendor spend before you show a cut. Boards ask what you can stop next month, not what you wish you could.
ARR Movement Memo
4/30โจ What it does
Claude writes an ARR movement memo from [ARR BRIDGE] that must tie beginning plus movements to ending. You fact-check the bridge math, then send the memo to the board.
You are a SaaS CFO who writes ARR bridges a director can audit in one sitting. Prose only. <context> I need a written ARR movement memo for the board pack. Use only movements I paste. Do not invent new, expansion, contraction, or churn. I will fact-check and send this to the board. </context> <inputs> - Company name: [COMPANY NAME] - Board date: [BOARD DATE] - Starting ARR and ending ARR plus buckets: [ARR BRIDGE] - Period: [PERIOD] - Currency: [CURRENCY] - Plan for net new if I have it: [NET NEW PLAN OR NONE] </inputs> <task> Write an ARR movement memo: beginning ARR, each bucket in [ARR BRIDGE], ending ARR, net new, and a one-paragraph mix note (new versus expansion versus churn) only from pasted buckets. Recompute ending as beginning plus movements. If that does not equal the ending I gave, flag a BREAK and do not hide it. If [NET NEW PLAN OR NONE] is NONE, skip versus-plan. Tag any missing bucket NEED FIGURE. </task> <constraints> - Do not invent a movement, a logo, or an NRR percent I did not give. - Do not compute ARR as MRR times 12 unless I only gave MRR and said to. - Do not write HTML or a waterfall screen. - Churn and contraction are negatives. - Do not invent a customer name. </constraints> <format> Prose memo, bridge table that must tie, BREAK or NEED FIGURE rows. Plain text. </format>
Pro tip: Give beginning and ending ARR that the movements can actually add to. A bridge that does not tie will die in the first question.
One-Line Story Plus Proof
5/30โจ What it does
Claude writes a one-line board story from [ONE LINE STORY] and only the proof metrics you paste. You fact-check that the story still matches the math, then send it to the board.
You are a CEO who writes the one line the board should remember, then proves it with numbers already in the pack. <context> I need a written narrative header for the monthly memo. The story must be consistent with metrics I paste. Do not invent a second story or a proof number. I will fact-check and send this to the board. </context> <inputs> - Company name: [COMPANY NAME] - Board date: [BOARD DATE] - The one line I will stand behind: [ONE LINE STORY] - Supporting metrics with actual and plan: [PASTED METRICS] - What I will not claim: [OFF LIMITS] - Footnotes I must not skip: [FOOTNOTES OR NONE] </inputs> <task> Write: (1) the header line from [ONE LINE STORY] only if the paste can support it, else a weaker line that the numbers can support, (2) three short paragraphs that cite supporting metrics by name, (3) a proof list of which metrics carry the story, which are neutral, and which tension it, (4) [FOOTNOTES OR NONE] kept as footnotes, (5) NEED FIGURE where a cited metric has no number. Honor [OFF LIMITS]. </task> <constraints> - Do not invent a metric to save the story. - Do not invent a customer, a raise, or a win. - Do not write HTML. - If the story and the numbers clash, flag the clash. Do not paper over it. - Keep the whole memo under 500 words. </constraints> <format> Header line, three paragraphs, proof list, footnotes, NEED FIGURE and clash rows. </format>
Pro tip: Write the story as a fact the numbers can prove. A vibe in the header and a miss in the table will get you twenty minutes of distrust.
Decision Memo
5 promptsSingle Ask Decision Memo
6/30โจ What it does
Claude writes a single-ask decision memo from [THE ASK] using only options and cash impact you named. You fact-check every impact figure, then send the memo to the board.
You are a CEO putting a single ask in front of the board as a written memo, not a slide deck. <context> I need a written decision memo with one ask. Use only the ask, options, and impacts I paste. Do not invent a dollar, a runway month, or a second ask. I will fact-check and send this to the board. </context> <inputs> - Company name: [COMPANY NAME] - Board date: [BOARD DATE] - The ask in one sentence: [THE ASK] - Options including do nothing: [OPTIONS] - Cash or runway impact per option: [IMPACTS OR UNKNOWN] - Recommendation: [WHICH OPTION] - What happens if we wait: [COST OF WAIT OR UNKNOWN] </inputs> <task> Write a decision memo: header that prints [THE ASK], context in three bullets I can prove from the paste, option cards in prose (what changes, cash impact only if in [IMPACTS OR UNKNOWN], residual risk only if I named it), a recommended badge on [WHICH OPTION], and an if-we-wait paragraph only from [COST OF WAIT OR UNKNOWN]. If an impact is missing, write NEED FIGURE. Do not add a second ask. </task> <constraints> - Do not invent a valuation, a legal finding, or a dollar impact. - Do not invent an option I did not list. - Do not write HTML or a clickable vote screen. - If [COST OF WAIT OR UNKNOWN] is UNKNOWN, write NEED COST OF WAIT. - One vote. Keep it under 700 words. </constraints> <format> Memo with Ask / Context / Options / Recommendation / If we wait / NEED FIGURE rows. Plain text. </format>
Pro tip: State the vote in one sentence (approve X up to $Y through DATE). If the ask is a vibe, you will get a vibe back.
Options Table Without Invented Impact
7/30โจ What it does
Claude writes an options table for [THE DECISION] from impacts you already named, leaving NEED FIGURE on blanks. You fact-check each option total, then send the table to the board.
You are a CFO who writes an options table a board can vote from, using only impacts I already named. <context> I need a written options table for a decision memo. Each option must use only cost, upside, and residual risk I paste. Do not invent an impact. I will fact-check and send this to the board. </context> <inputs> - Decision in one line: [THE DECISION] - Options: [OPTIONS] - Cost per option: [COST OR UNKNOWN] - Upside per option if I have it: [UPSIDE OR UNKNOWN] - Residual risk per option if I have it: [RESIDUAL RISK OR UNKNOWN] - Recommended option: [WHICH OPTION] - Deadline: [DEADLINE OR UNBOOKED] </inputs> <task> Write an options table plus a short lead-in: for each option, cost, upside, residual risk, and a one-line tradeoff from facts I pasted. Totals only if I supplied every number. If a cell is missing, write NEED FIGURE or UNKNOWN. Star [WHICH OPTION]. Print a vote line (Vote: [option] by [DEADLINE OR UNBOOKED]) without inventing a date. </task> <constraints> - Do not invent a middle price to create a decoy. - Do not invent upside to make an option look better. - Do not write HTML. - If [DEADLINE OR UNBOOKED] is UNBOOKED, keep the vote line date-free except the UNBOOKED tag. - Do not add an option I did not list. </constraints> <format> Lead-in paragraph, markdown table, recommended vote line, NEED FIGURE rows. </format>
Pro tip: If residual risk does not change by option, you do not have options. You have a narrative with buttons.
Spend Approval Memo
8/30โจ What it does
Claude writes a spend approval memo for [SPEND AMOUNT] from budget and cash you pasted, inventing no extra fee. You fact-check the spend against the bank, then send the memo to the board.
You are a CFO who writes spend-approval memos from quotes and cash I already have. <context> I need a written spend approval for the board. Use only the amount, vendor, and cash I paste. Do not invent a fee, a discount, or a payback. I will fact-check and send this to the board. </context> <inputs> - Company name: [COMPANY NAME] - Board date: [BOARD DATE] - Spend I want approved: [SPEND AMOUNT] - What it buys: [SCOPE] - Vendor or internal: [VENDOR OR INTERNAL] - Cash and runway I can name: [CASH AND RUNWAY] - Budget line it hits: [BUDGET LINE OR NONE] - What I will not claim: [OFF LIMITS] </inputs> <task> Write a spend approval memo: the ask as approve [SPEND AMOUNT] for [SCOPE], why now from facts I pasted, cash impact using only [CASH AND RUNWAY], budget-line fit only if [BUDGET LINE OR NONE] names one, and what this spend does not cover. If payback or ROI is not in the paste, write NEED FIGURE instead of a payback story. Honor [OFF LIMITS]. </task> <constraints> - Do not invent a fee, a discount, or a payback month. - Do not invent a vendor quote I did not paste. - Do not write HTML. - If cash is missing, write NEED CASH and do not compute runway. - This is a memo, not a purchase order. </constraints> <format> Ask sentence, why-now, cash impact, exclusions, NEED FIGURE rows. Plain text. </format>
Pro tip: Paste the vendor quote you will actually sign. A rounded guess in the memo is a number you will have to pay.
Cost Of Waiting One Quarter
9/30โจ What it does
Claude writes a cost-of-waiting note from [COST OF WAIT] and dates you already have, inventing no extra quarter of loss. You fact-check the wait cost, then send the note to the board.
You are a CEO who writes the cost of waiting one quarter so the board can vote with a clock, not a vibe. <context> I need a written if-we-wait section for a decision memo. Use only costs and dates I paste. Do not invent a lost-revenue number or a deadline. I will fact-check and send this to the board. </context> <inputs> - The ask: [THE ASK] - What happens if we wait one quarter: [COST OF WAIT] - Dates I already have: [DATES YOU HAVE OR NONE] - Cash I can name: [CASH AND RUNWAY OR NONE] - What I will not claim: [OFF LIMITS] - Board date: [BOARD DATE] </inputs> <task> Write a cost-of-waiting note: what slips if we wait, dollars or runway only if they appear in [COST OF WAIT] or [CASH AND RUNWAY OR NONE], dates only from [DATES YOU HAVE OR NONE], and a one-sentence recommendation (act this meeting, or wait) that does not add a number. If the paste has no cost of wait, write NEED COST OF WAIT and stop. Honor [OFF LIMITS]. </task> <constraints> - Do not invent a lost-revenue quarter. - Do not invent a competitor move or a market window. - Do not invent a date. - Do not write HTML. - If cash is NONE, keep the note cash-free. </constraints> <format> If-we-wait prose, dated facts versus UNBOOKED, NEED COST OF WAIT or NEED FIGURE rows. </format>
Pro tip: If you cannot name what waiting costs, write UNKNOWN. A fictional lost-revenue quarter is how a weak ask gets a yes.
Vote Language For The Packet
10/30โจ What it does
Claude writes vote language for [THE DECISION] from options and limits you already named, inventing no extra authority. You fact-check the resolution text, then send it to the board.
You are a board secretary who writes the vote line a packet can carry, from authority I already named. <context> I need written vote language for a decision memo. Use only the decision, caps, and dates I paste. Do not invent authority, a dollar cap, or a sunset. I will fact-check and send this to the board. </context> <inputs> - Decision in one line: [THE DECISION] - Exact ask: [THE ASK] - Dollar cap if I have one: [CAP OR NONE] - End date or review date: [SUNSET OR UNBOOKED] - Options the room can pick: [OPTIONS] - Who may execute if approved: [EXECUTOR OR UNKNOWN] - Words counsel already uses: [LEGAL LIMITS OR NONE] </inputs> <task> Write: (1) a one-sentence resolution from [THE ASK], (2) a cap and sunset only if I supplied them, else NEED CAP or UNBOOKED, (3) the option list the chair can read aloud, (4) who executes only if [EXECUTOR OR UNKNOWN] names someone, (5) a weaker fallback if [LEGAL LIMITS OR NONE] clashes with the ask. Do not write a statute. </task> <constraints> - Do not invent a dollar cap, a percent, or a date. - Do not invent counsel advice. - Do not write HTML. - If [LEGAL LIMITS OR NONE] is NONE, write NEED LEGAL LIMITS instead of a clause. - This is packet copy, not a signed resolution until the board votes. </constraints> <format> Resolution sentence, option list, cap/sunset or blanks, NEED LEGAL LIMITS if needed. Plain text. </format>
Pro tip: Put a dollar cap and an end date in the vote if you have them. Open-ended authority is how a yes becomes a blank check.
Risk Memo
5 promptsTop Risks Pre-Read
11/30โจ What it does
Claude writes a top-risks pre-read from [RISK LIST] using only scores and owners you pasted. You fact-check each score against the register, then send the memo to the board.
You are a chief of staff who writes a top-ten risk pre-read for a board meeting. Prose and a table. Not a SOC wall. <context> I need a written top-risks memo. Use only risks I paste. Do not invent a likelihood, an impact, a fine, or a statute. I will fact-check and send this to the board. </context> <inputs> - Company name: [COMPANY NAME] - Board date: [BOARD DATE] - Risks with likelihood, impact, owner, trend, next review: [RISK LIST] - Score rule: [SCORE RULE] - Max rows I want on page one: [MAX ROWS] </inputs> <task> Write a top-risks pre-read: a short narrative of what got hotter or colder only from trend fields I pasted, a ranked table from [RISK LIST] with L, I, score from [SCORE RULE], owner, trend, next review, and overdue flags against [BOARD DATE] when a next-review date is present. Sort hottest first. Cap the table at [MAX ROWS]. Drop generic risks with no source in the paste. Tag missing scores NEED FIGURE. </task> <constraints> - Do not invent a risk to look thorough. - Do not invent a likelihood percent or a dollar impact. - Do not invent a legal conclusion. - Do not write HTML or a heat-map screen. - Trend as rising, stable, or falling only if I said so. </constraints> <format> Narrative, ranked table, overdue list, NEED FIGURE rows. Plain text. </format>
Pro tip: Cap the memo at the ten risks the board already owns. A fifty-row ops log will not get read, and the real red will hide.
Red Risk Deep Dive
12/30โจ What it does
Claude writes a red-risk deep dive from [RED RISKS] with residual score, trigger, and ask only if you named them. You fact-check each residual, then send the dive to the board.
You are a CEO who deep-dives only the red risks so the board can decide, not browse. <context> I need a written red-risk memo. Two to five reds. Use only risks I paste. Do not invent a residual score, a trigger, or an ask. I will fact-check and send this to the board. </context> <inputs> - Company name: [COMPANY NAME] - Board date: [BOARD DATE] - Red risks with inherent, residual, trigger, mitigation, ask: [RED RISKS] - Ask types I use: [ASK TYPES] - What I will not claim: [OFF LIMITS] </inputs> <task> Write a red-risk deep dive: a header that these are the reds only, then one section per risk with inherent versus residual, trigger, mitigation, owner, and the ask from [ASK TYPES] only if I named it. Residual must be less than or equal to inherent when both numbers exist; flag a BREAK if a row violates that. If residual is missing, write NEED FIGURE. Honor [OFF LIMITS]. </task> <constraints> - Do not invent legal, insurance, or valuation advice. - Do not invent a residual lower than inherent to look like progress. - Do not write HTML. - If an ask is missing, write NEED ASK. Do not pick watch for me. - No incident timeline unless I put dates in the inputs. </constraints> <format> Header, per-risk sections, BREAK or NEED FIGURE or NEED ASK rows. Plain text. </format>
Pro tip: Every red risk needs an ask (watch, spend, decide, accept). A red with no ask is a slide, not governance.
Incident Board Note
13/30โจ What it does
Claude writes an incident board note from [CONFIRMED TIMELINE] and status you already know, inventing no cost or legal exposure. You fact-check the timeline, then send the note to the board.
You are a chief of staff who writes tight board memos during incidents so directors get facts, not a press narrative. <context> I need a written board incident memo directors can read in five minutes before a call. Use only the timeline I paste. Do not invent a cost, a legal exposure, or a customer count. I will fact-check and send this to the board. </context> <inputs> - Incident type: [INCIDENT TYPE] - Timeline of confirmed events: [CONFIRMED TIMELINE] - Current status: [CURRENT STATUS] - Decisions needed from the board: [BOARD DECISIONS] - Open unknowns: [UNKNOWN ITEMS] - Next management update: [NEXT UPDATE TIME OR UNBOOKED] </inputs> <task> Draft a board memo that walks through the confirmed timeline, current status, decisions requested, and open unknowns. Use only the facts in the inputs. Mark any missing time as UNBOOKED. Keep unknowns in a labeled list. Do not close an unknown with a guess. </task> <constraints> - Do not invent details about the incident, costs, or legal exposure. - Do not write media talking points unless they appear in the inputs. - Do not write HTML. - Keep the memo under 400 words. - This output is a draft for a comms lead or counsel to review before anything is sent outside the board. </constraints> <format> Memo: What we know / Timeline / Status / Board decisions / Unknowns / Next update. Then a will-not-claim list. </format>
Pro tip: Paste only events you can defend on a timeline. A guessed hour is how the next update contradicts the last one.
Legal Watch Without Counsel Voice
14/30โจ What it does
Claude writes a legal and compliance watch from [COMPLIANCE ITEMS] without inventing a statute, fine, or filing date. You fact-check each item with counsel if needed, then send the watch to the board.
You are a chief of staff who writes a legal and compliance watch for the board. You track items. You do not give legal advice. <context> I need a written legal and compliance watch. A banner must say this is a tracker, not counsel. Use only items I paste. Do not invent a statute, a fine, a regulator, or a filing date. I will fact-check and send this to the board. </context> <inputs> - Company name: [COMPANY NAME] - Board date: [BOARD DATE] - Items with type, status, next date, owner, residual exposure if known: [COMPLIANCE ITEMS] - Types I already use: [TYPES] - Legal limits I already have: [LEGAL LIMITS OR NONE] </inputs> <task> Write a watch memo: a banner that this is a tracker I will confirm with counsel, a short count of open items and next dates only from the paste, a table from [COMPLIANCE ITEMS], and a click-free footnote style note per open item. If residual exposure is unknown, print unknown. Do not invent a dollar. Sort by next date when a date exists. Flag past-due dates against [BOARD DATE] as late on the calendar only. </task> <constraints> - Do not invent a statute, a fine, a regulator, or a filing outcome. - Do not invent counsel availability. - Do not write HTML. - If [LEGAL LIMITS OR NONE] is NONE, write NEED LEGAL LIMITS instead of a clause. - No legal conclusion in the callout. </constraints> <format> Banner, counts, table, notes, NEED LEGAL LIMITS or unknown-exposure rows. Plain text. </format>
Pro tip: Paste counsel's item names. Do not let Claude invent a statute, a fine, or a filing date you did not give.
Residual Risk After Mitigation
15/30โจ What it does
Claude writes a residual-risk note from [MITIGATIONS] and due dates you already have, inventing no percent done. You fact-check overdue actions, then send the note to the board.
You are a chief of staff who writes whether mitigations the board already asked for actually moved residual risk. <context> I need a written mitigation memo. Use only actions and scores I paste. Do not invent a percent done, a residual, or a due date. I will fact-check and send this to the board. </context> <inputs> - Company name: [COMPANY NAME] - Board date: [BOARD DATE] - Mitigations with risk, owner, due date, percent done, status: [MITIGATIONS] - Residual scores if I have them: [RESIDUALS OR NONE] - Statuses I use: [STATUSES] </inputs> <task> Write a residual-risk-after-mitigation memo: which actions are done, which are overdue (due date before [BOARD DATE] and status not done), which risks still have no action, and residual only from [RESIDUALS OR NONE]. Do not claim residual fell unless both an old and a new residual are in the paste. Sort overdue first. </task> <constraints> - Do not invent a percent done or a residual drop. - Do not invent a due date. - Do not write HTML or a Jira board. - If [RESIDUALS OR NONE] is NONE, keep the memo residual-free and say so. - Overdue is computed, not a vibe. </constraints> <format> Narrative, action table, overdue list, NEED FIGURE rows. Plain text. </format>
Pro tip: One action per risk on this page. A task dump belongs in the ops tool, not in the board packet.
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Hiring Ask
5 promptsHeadcount Ask Memo
16/30โจ What it does
Claude writes a headcount ask from [HEADCOUNT ASK] and fully loaded cost you named, inventing no salary. You fact-check the cost against payroll, then send the ask to the board.
You are a CEO who writes a headcount ask the board can vote on, from roles and costs I already named. <context> I need a written hiring-ask memo. Use only roles, counts, and costs I paste. Do not invent a salary, a start date, or a productivity gain. I will fact-check and send this to the board. </context> <inputs> - Company name: [COMPANY NAME] - Board date: [BOARD DATE] - Roles, counts, and fully loaded monthly cost: [HEADCOUNT ASK] - Cash and runway I can name: [CASH AND RUNWAY] - Why these roles now: [WHY NOW] - What I will not hire: [OFF LIMITS] </inputs> <task> Write a headcount ask: the vote sentence (approve N roles up to $X through DATE only if I named X and a date), a table from [HEADCOUNT ASK], cash and runway impact only from [CASH AND RUNWAY] plus the costs I named, and why now from [WHY NOW] without adding a revenue lift. If a cost is missing, write NEED LOADED COST. Honor [OFF LIMITS]. </task> <constraints> - Do not invent a salary, a burden rate, or a hire month. - Do not invent a revenue-per-head number. - Do not write HTML or an ATS screen. - If runway math cannot be done from the paste, write NEED FIGURE and skip the new runway. - One ask. No stealth second wave of hires. </constraints> <format> Vote sentence, role table, cash impact, why now, NEED FIGURE rows. Plain text. </format>
Pro tip: Use fully loaded hire cost, not salary. Benefits, tax, and tools are why runway shrinks faster than the offer letter implies.
Fully Loaded Cost Table
17/30โจ What it does
Claude builds a fully loaded cost table from [ROLE LIST] using only rates and add-ons you pasted. You fact-check every loaded line, then send the table to the board.
You are an FP&A partner who writes a fully loaded hiring-cost table from rates I already use. <context> I need a written cost table for a hiring ask. Use only salary, burden, and tools I paste. Do not invent a multiplier or a market rate. I will fact-check and send this to the board. </context> <inputs> - Roles: [ROLE LIST] - Cash salary or contractor rate I already have: [RATES] - Burden I already use: [BURDEN OR NONE] - Tools and other add-ons: [ADD ONS OR NONE] - Currency: [CURRENCY] - Horizon: [MONTHS OR UNKNOWN] </inputs> <task> Build a fully loaded table: per role, rate from [RATES], burden only if [BURDEN OR NONE] names a method or a number, add-ons only from [ADD ONS OR NONE], monthly loaded cost, and a horizon total only if [MONTHS OR UNKNOWN] is a number. If burden is NONE, write NEED BURDEN and do not pick 30 percent. Sum only lines that have every input. </task> <constraints> - Do not invent a salary survey or a percentile. - Do not invent a burden rate. - Do not write HTML. - If a role has no rate, write NEED RATE. - Currency consistent. No rounded pretty totals. </constraints> <format> Markdown table, sum or a no-invented-total note, NEED RATE / NEED BURDEN rows. Plain text. </format>
Pro tip: Paste benefits, tax, and tools as numbers you already pay. A silent 1.3x multiplier Claude picked is still a number you will have to defend.
Hire Versus Contractor
18/30โจ What it does
Claude writes a hire-versus-contractor memo from [ROLE AND COST] using only rates and dates you have. You fact-check both loaded costs, then send the choice to the board.
You are a CFO who writes hire-versus-contractor memos from rates I already have, not from a stock build-versus-buy essay. <context> I need a written choice memo. Use only the two cost paths I paste. Do not invent a contractor rate or a hire salary. I will fact-check and send this to the board. </context> <inputs> - Role: [ROLE AND COST] - Employee path (loaded cost, start if booked): [EMPLOYEE PATH] - Contractor path (rate, duration if booked): [CONTRACTOR PATH] - Cash I can name: [CASH AND RUNWAY OR NONE] - What I will not claim: [OFF LIMITS] - Board date: [BOARD DATE] </inputs> <task> Write a hire-versus-contractor memo: what each path buys, cost only from the two paths, dates only if booked, and a recommendation only if one path is complete enough to compare. If a path is missing a number, write NEED FIGURE and do not declare a winner. Honor [OFF LIMITS]. Do not add culture or talent-brand claims I did not paste. </task> <constraints> - Do not invent a day rate or a salary. - Do not invent a conversion date from contractor to FTE. - Do not write HTML. - If [CASH AND RUNWAY OR NONE] is NONE, keep the memo cash-free except the two path costs. - No legal advice on worker classification. </constraints> <format> Side-by-side prose, cost table, recommendation or NEED FIGURE, will-not-claim list. </format>
Pro tip: If you only have one real rate, write one option. A fake contractor day rate trains the board to distrust the real hire cost.
Freeze Or Fill
19/30โจ What it does
Claude writes a freeze-or-fill memo from [OPEN ROLES] and cash you named, inventing no productivity loss. You fact-check which roles stay open, then send the memo to the board.
You are a CEO who writes a freeze-or-fill memo so the board sees which open roles still get a yes. <context> I need a written freeze-or-fill decision. Use only open roles and cash I paste. Do not invent a productivity loss or a backfill cost. I will fact-check and send this to the board. </context> <inputs> - Open roles with loaded cost and status: [OPEN ROLES] - Cash and runway: [CASH AND RUNWAY] - Roles I will still fill: [FILL LIST] - Roles I will freeze: [FREEZE LIST] - Why: [WHY NOW] - Board date: [BOARD DATE] </inputs> <task> Write a freeze-or-fill memo: which roles freeze, which fill, cash saved or spent only from costs on [OPEN ROLES], and a one-sentence vote (freeze these, fill these, through DATE only if I named a date). If a role sits on neither list, tag UNASSIGNED. If a cost is missing, write NEED LOADED COST. Do not claim output will hold if I did not say so. </task> <constraints> - Do not invent a role, a salary, or a freeze end date. - Do not invent a revenue hit from the freeze. - Do not write HTML. - Keep [FILL LIST] and [FREEZE LIST] from overlapping. Flag a clash. - One meeting, one list. </constraints> <format> Vote sentence, fill table, freeze table, UNASSIGNED and NEED FIGURE rows. Plain text. </format>
Pro tip: Name the role you will leave empty. A freeze of everything except what I still want is not a freeze.
Org Change Note
20/30โจ What it does
Claude writes an org-change note from [ORG CHANGE] using only people and roles you already labeled. You fact-check titles with the people named, then send the note to the board.
You are a chief of staff who writes an org-change note for the board from moves I already decided. <context> I need a written org-change memo. Use only people and roles I paste. Do not invent a title, a span, or a start date. I will fact-check and send this to the board. </context> <inputs> - Company name: [COMPANY NAME] - Board date: [BOARD DATE] - What changes: [ORG CHANGE] - People I can name: [NAME PERMISSIONS] - Effective date if booked: [EFFECTIVE DATE OR UNBOOKED] - Why: [WHY NOW] - What I will not claim: [OFF LIMITS] </inputs> <task> Write an org-change note: what changes, who reports to whom only if I said so, effective date or UNBOOKED, why now, and what does not change. Respect [NAME PERMISSIONS]. If a person is missing a title, write TITLE UNKNOWN. Do not add a headcount number I did not paste. </task> <constraints> - Do not invent a person, a title, or a team size. - Do not invent a compensation change. - Do not write HTML or an org-chart graphic. - Honor [OFF LIMITS]. - This is a board note, not an all-hands script, unless I ask for one line they can reuse. </constraints> <format> What changes / what does not / effective date / why / TITLE UNKNOWN rows. Plain text. </format>
Pro tip: If a manager was never told, write NOT INFORMED. A tidy chart that surprises a director in the room is the memo failing.
Strategy
5 promptsStrategy Shift Memo
21/30โจ What it does
Claude writes a strategy-shift memo from [STRATEGY SHIFT] using only facts and metrics you pasted. You fact-check every claim against the pack, then send the memo to the board.
You are a CEO who writes a strategy-shift memo from a change I can already name, not from a blank canvas. <context> I need a written strategy memo for the board. Use only the shift and proof I paste. Do not invent a market size, a competitor move, or a revenue lift. I will fact-check and send this to the board. </context> <inputs> - Company name: [COMPANY NAME] - Board date: [BOARD DATE] - From / to in my words: [STRATEGY SHIFT] - Proof I can name: [PASTED METRICS] - What we will stop: [STOP LIST] - What I will not claim: [OFF LIMITS] - Cash I can name: [CASH AND RUNWAY OR NONE] </inputs> <task> Write a strategy-shift memo: the from and the to, why now using only [PASTED METRICS], what we stop from [STOP LIST], what we will not claim from [OFF LIMITS], and cash only if [CASH AND RUNWAY OR NONE] has numbers. If a proof line is missing, write NEED FIGURE. Do not add a TAM. Prefer a thinner honest memo over a complete-looking strategy deck. </task> <constraints> - Do not invent a market, a competitor, or a percent share. - Do not invent a date the shift pays back. - Do not write HTML. - If [STOP LIST] is empty, ask me for one stop before you praise the new bet. - Not an investor letter. Directors, this meeting. </constraints> <format> From / to, why now, stop list, will-not-claim, NEED FIGURE rows. Plain text. </format>
Pro tip: Name the old bet you are leaving. A shift with no from looks like a slogan, not a decision.
Kill Or Keep A Bet
22/30โจ What it does
Claude writes a kill-or-keep memo from [THE BET] and results you already measured, inventing no extra win. You fact-check the kill criteria, then send the memo to the board.
You are a CEO who writes kill-or-keep memos from a bet and a kill rule I already named. <context> I need a written kill-or-keep decision. Use only the bet, the rule, and results I paste. Do not invent a win, a pipeline, or a save-the-bet metric. I will fact-check and send this to the board. </context> <inputs> - The bet: [THE BET] - Kill or keep rule I already set: [KILL RULE] - Results I have: [PASTED METRICS] - Spend to date if I have it: [SPEND OR UNKNOWN] - What happens if we kill: [KILL PATH] - What happens if we keep: [KEEP PATH] - Board date: [BOARD DATE] </inputs> <task> Write a kill-or-keep memo: the bet, the original [KILL RULE], results only from [PASTED METRICS], whether the rule says kill or keep (or NEED RULE if the rule cannot be applied), spend only if [SPEND OR UNKNOWN] is a number, and the two paths without adding a new metric. If results do not cover the rule, write NEED FIGURE and do not pick keep to be kind. </task> <constraints> - Do not invent a result to save the bet. - Do not invent a new kill rule after the fact. - Do not write HTML. - If [SPEND OR UNKNOWN] is UNKNOWN, keep the memo spend-free except NEED SPEND. - One recommendation, or a hold pending NEED FIGURE. </constraints> <format> Bet, rule, results, verdict or hold, kill path, keep path, NEED FIGURE rows. </format>
Pro tip: Paste the kill rule you set when you started the bet. A new rule written after a miss will look like you moved the goal.
Pricing Change Pre-Read
23/30โจ What it does
Claude writes a pricing-change pre-read from [PRICING CHANGE] using only prices and effects you named. You fact-check every price point, then send the pre-read to the board.
You are a CFO who writes a pricing-change pre-read from prices I already set, not from a willingness-to-pay essay. <context> I need a written pricing memo for the board. Use only current price, proposed price, and effects I paste. Do not invent a conversion lift or a churn percent. I will fact-check and send this to the board. </context> <inputs> - Current prices: [CURRENT PRICE] - Proposed prices: [PRICING CHANGE] - Who is grandfathered: [GRANDFATHER RULE OR NONE] - Expected effect I can defend: [EFFECT OR UNKNOWN] - What I will not claim: [OFF LIMITS] - Board date: [BOARD DATE] </inputs> <task> Write a pricing-change pre-read: current versus proposed, grandfather rule or NEED RULE, expected effect only if [EFFECT OR UNKNOWN] has numbers I supplied, risks that are already in the paste, and a vote sentence (approve the change as written / approve with a cap / defer). Do not add an elasticity. Honor [OFF LIMITS]. </task> <constraints> - Do not invent a price, a percent lift, or a churn rate. - Do not invent a competitor price. - Do not write HTML. - If [EFFECT OR UNKNOWN] is UNKNOWN, write NEED EFFECT and still allow a vote on the price itself. - Not a marketing launch brief. </constraints> <format> Price table, grandfather, effect or NEED EFFECT, vote sentence, NEED FIGURE rows. </format>
Pro tip: Paste current price, proposed price, and who is grandfathered. A memo that only names the new number will restart the grandfather fight in the room.
Segment Or Geo Push
24/30โจ What it does
Claude writes a segment or geo push memo from [SEGMENT BET] using only metrics you already have for that slice. You fact-check the slice numbers, then send the memo to the board.
You are a CEO who writes a segment or geo push memo from slice metrics I actually have. <context> I need a written memo that asks the board to lean into one segment or geography. Use only slice numbers I paste. Do not invent a TAM or a country forecast. I will fact-check and send this to the board. </context> <inputs> - The slice: [SEGMENT BET] - Slice metrics I have: [PASTED METRICS] - Company-level metrics for contrast if I have them: [COMPANY METRICS OR NONE] - Spend the push needs: [SPEND OR UNKNOWN] - What I will not claim: [OFF LIMITS] - Board date: [BOARD DATE] </inputs> <task> Write a segment or geo memo: what the slice is, what the paste proves, what it does not prove, spend only if [SPEND OR UNKNOWN] is a number, and a one-sentence ask. If I have company-level metrics, contrast without inventing a mix percent. If the slice has no numbers, write NEED SLICE FIGURES and do not use company totals as if they were the slice. </task> <constraints> - Do not invent a market size or a population. - Do not invent a win rate for a country I did not measure. - Do not write HTML. - Honor [OFF LIMITS]. - Not an investor geo story. Directors, this meeting. </constraints> <format> Slice, proof, gaps, spend or NEED SPEND, ask, NEED FIGURE rows. Plain text. </format>
Pro tip: If you have no numbers for that segment, say so. A national average dressed as a country case is how a geo bet dies in Q and A.
Use Of Last Raise Note
25/30โจ What it does
Claude writes a use-of-raise note from [RAISE AMOUNT] and spend buckets you already announced. You fact-check spent versus plan, then send the note to the board.
You are a startup CFO who writes a use-of-cash board note after a raise. Prose, not an AP clerk screen. <context> I need a written use-of-raise memo. Use only the raise, the plan, and spent-to-date I paste. Do not invent a bucket or a remaining dollar. I will fact-check and send this to the board. </context> <inputs> - Company name: [COMPANY NAME] - Raise amount and close date: [RAISE AMOUNT] - Planned buckets and amounts: [BUCKET PLAN] - Spent to date by bucket: [SPENT TO DATE] - Months since close: [MONTHS SINCE CLOSE] - Currency: [CURRENCY] </inputs> <task> Write a use-of-raise note: raised, spent, remaining, months of announced plan left only if the inputs support it, a table of plan versus spent by bucket, and a callout of the bucket running hottest versus the announced mix. Remaining must equal raise minus spent across buckets, plus leftover not allocated. Flag a BREAK if spent exceeds a bucket plan or the raise. </task> <constraints> - Do not invent a new raise or a valuation. - Do not invent a spent number. - Do not write HTML. - If a bucket is missing spent, write NEED SPENT. - Do not rename buckets I already announced. </constraints> <format> Narrative, bucket table, BREAK or NEED SPENT rows. Plain text. </format>
Pro tip: Use the bucket names from the investor update, not a new taxonomy. The note is there to show you are spending the raise you already described.
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Appendix
5 promptsMetric Definitions Appendix
26/30โจ What it does
Claude writes a metric-definitions appendix from [METRIC LIST] using only definitions you already use. You fact-check each definition against last quarter, then send the appendix to the board.
You are a CFO who writes the metric-definitions appendix so a director does not need a decoder ring. <context> I need a written appendix of metric definitions for the board memo. Use only names and definitions I paste. Do not invent a formula or a source system. I will fact-check and send this to the board. </context> <inputs> - Metrics in this pack: [METRIC LIST] - Definitions I already use: [DEFINITIONS] - What changed since last pack: [CHANGES OR NONE] - Source system if I name it: [SOURCE OR UNKNOWN] - Board date: [BOARD DATE] </inputs> <task> Write a definitions appendix: one entry per metric in [METRIC LIST] with the definition from [DEFINITIONS], the source if named, and a change flag only if [CHANGES OR NONE] says the definition moved. If a metric has no definition, write NEED DEFINITION. Do not write a second formula to look complete. </task> <constraints> - Do not invent a formula, a filter, or a warehouse table. - Do not invent a source system. - Do not write HTML. - If [CHANGES OR NONE] is NONE, say no definition changes this pack. - Keep it scannable. No essay per metric. </constraints> <format> Definition list (name / definition / source or UNKNOWN / changed?), then NEED DEFINITION rows. </format>
Pro tip: Lock the names to last quarter's pack. Changing definitions mid-year is how a board stops trusting the memo.
Source Footnotes For Figures
27/30โจ What it does
Claude writes source footnotes for [PASTED METRICS] that point only to files and dates you named. You fact-check each footnote against the file, then send the appendix to the board.
You are a board secretary who writes source footnotes so every figure in the memo has a file a director can ask for. <context> I need a written footnote appendix. Use only sources I paste. Do not invent a file, a date, or a system. I will fact-check and send this to the board. </context> <inputs> - Figures in the memo: [PASTED METRICS] - Source files or systems I can name: [SOURCE LIST] - As-of dates I have: [AS OF DATES OR UNKNOWN] - Who owns each source: [OWNERS OR UNKNOWN] - Board date: [BOARD DATE] </inputs> <task> Write numbered footnotes: each figure in [PASTED METRICS] mapped to a source in [SOURCE LIST], an as-of date or UNKNOWN, and an owner or OWNER UNKNOWN. If a figure has no source, write NEED SOURCE. Do not attach a pasted source to a figure it does not support. End with a short how-to-ask-for-the-file line. </task> <constraints> - Do not invent a spreadsheet name or a warehouse. - Do not invent an as-of date. - Do not write HTML. - If [SOURCE LIST] is empty, list every figure as NEED SOURCE and stop. - No legal certification language. </constraints> <format> Numbered footnotes, NEED SOURCE rows, how-to-ask line. Plain text. </format>
Pro tip: Point at the export you will still have on meeting day. A footnote to a Slack vibe is not a source.
What We Will Not Claim
28/30โจ What it does
Claude writes a will-not-claim appendix from [OFF LIMITS] and the draft you paste, inventing no extra boast. You fact-check the banned list against the memo, then send it to the board.
You are a CEO who writes a will-not-claim appendix so the memo cannot grow a boast in the room. <context> I need a written appendix of claims I will not make. Use only limits I paste and lines in my draft. Do not invent a safer boast. I will fact-check and send this to the board. </context> <inputs> - Draft memo if I have one: [PASTE DRAFT OR NONE] - What I will not claim: [OFF LIMITS] - Figures I can defend: [PASTED METRICS] - Words I never use: [BANNED PHRASES] - Board date: [BOARD DATE] </inputs> <task> Write a will-not-claim appendix: numbered claims from [OFF LIMITS], any line in [PASTE DRAFT OR NONE] that already crosses those limits, and claims a director might infer that the paste does not support. Skip [BANNED PHRASES]. If the draft is NONE, write the appendix from [OFF LIMITS] and [PASTED METRICS] only. Do not add a positive claim to balance the list. </task> <constraints> - Do not invent a claim I did not risk making. - Do not invent a number that would make a claim true. - Do not write HTML. - If a draft line is clean, say so. Do not invent extra problems. - Keep the list short enough to read aloud. </constraints> <format> Will-not-claim list, draft clashes, inferred-claim risks. Plain text. </format>
Pro tip: Put the sentence you almost wrote (we will be cash-flow positive) on the list. That is the line a director will try to put in your mouth.
Cut Memo To One Page
29/30โจ What it does
Claude cuts [PASTE DRAFT] to a one-page board pre-read without adding a figure, date, or quote. You fact-check the cut against the source draft, then send the one-pager to the board.
You are a chief of staff who cuts a board memo to one page without adding evidence. <context> I must cut [PASTE DRAFT] to one page a director can finish before the call. Do not invent a tighter number, a date, or a quote to save space. This is a cut of a written memo, not an HTML one-pager and not a designed artifact. </context> <inputs> - Draft: [PASTE DRAFT] - Must keep: [MUST KEEP] - Word limit: [WORD COUNT] - Board date: [BOARD DATE] - Voice: [PLAIN / DIRECT] </inputs> <task> Cut to [WORD COUNT] (aim one page). Protect [MUST KEEP]. Prefer deleting repetition and throat-clearing. Do not delete a figure, date, or quote and replace it with a nicer one. If a number is not in the draft, write NOT IN DRAFT. Show a cut log. If the ask cannot survive the cut, say so and stop before you gut the decision. </task> <constraints> - Do not add a fee, a metric, or a total while cutting. - Do not add a date or a week count. - Do not add or tidy a quote. - Do not write HTML. - I send the one-pager. You do not send it. </constraints> <format> One-page draft, old and new word counts, cut log, NOT IN DRAFT rows. Plain text I can send to the board. </format>
Pro tip: Tell Claude what must stay (the ask, the red metric, the NEED FIGURE). Unguided cuts delete the one line a director needed.
Red-Team Invented Numbers
30/30โจ What it does
Claude red-teams [PASTE DRAFT] for invented figures, dates, and quotes before you send. You fact-check every flagged line, then send the cleaned memo to the board.
You are a hostile editor who red-teams a written board memo for invented figures, dates, and quotes before I send it. <context> I will paste a draft and the source pack. Find numbers, dates, and quotes that are not in my source. Do not repair an overclaim with a new number I did not supply. Not an HTML review. Not an investor-update polish. </context> <inputs> - Draft: [PASTE DRAFT] - Source metrics: [PASTED METRICS] - Dates I have: [DATES YOU HAVE OR NONE] - Approved quotes: [APPROVED QUOTES OR NONE] - Off limits: [OFF LIMITS] </inputs> <task> Audit [PASTE DRAFT] against the sources. Flag: (1) figures not in [PASTED METRICS], (2) dates or week counts not in [DATES YOU HAVE OR NONE], (3) quotes not in [APPROVED QUOTES OR NONE], (4) outcomes the pack never promised, (5) claims in [OFF LIMITS]. For each: quote the line, name the overclaim, and rewrite a weaker line or tag DELETE. End with a send / hold verdict. </task> <constraints> - Do not invent a safer figure or a safer date. - Do not invent a quote that would make the line true. - If [PASTED METRICS] is empty, flag every number as NEED FIGURE. - If a line is clean, say so. Do not invent extra problems. - I send the cleaned memo to the board. You do not send it. </constraints> <format> Table: quoted line | overclaim | weaker rewrite or DELETE. Then send / hold, then a clean-line count. </format>
Pro tip: Search the draft for every number and every quotation mark. Those two marks are where a director starts.
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