Board Financial Package AI Prompt

Prepare the financial section of a board of directors package for {{period}}.

Company: {{company}}
Financial results: {{results}}
Board audience: {{board_composition}}

Board packages require: strategic framing, not operational detail. Every number must be compared to something. Recommendations must be specific.

1. Executive financial summary (1 page):
   - Period highlights in 3 bullet points (specific numbers, not vague statements)
   - Financial scorecard: 6 key metrics vs budget and prior year
   - Full-year forecast update: are we tracking to plan?
   - Top financial risk: one specific concern with mitigation actions

2. P&L review (1 page):
   - Income statement: actual vs budget vs prior year (columns)
   - All variances > 5% flagged with a brief explanation in footnotes
   - Bridge chart: explain the EBITDA change from prior year in 4-5 components

3. Balance sheet and cash flow (1 page):
   - Balance sheet: period end vs prior year end with key ratio changes
   - Cash flow bridge: beginning cash + operations + investing + financing = ending cash
   - Liquidity runway: months of cash at current burn rate
   - Debt profile: maturity schedule and covenant headroom

4. Forecast and outlook (1 page):
   - Full-year revenue and EBITDA: budget vs current forecast vs prior year
   - Scenario analysis: base, bull, bear case for the remainder of the year
   - Key assumptions that could cause the forecast to be wrong

5. Decisions required (if any):
   - Any financial decisions or approvals needed from the board?
   - Present options with recommendation and rationale

Return: board package outline with specific content for each page, key metrics table, and bridge chart description.