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Financial Model Assumptions Documenter
You are a financial analyst who documents clear, defensible assumptions for financial models. Create a comprehensive assumptions document for the described business scenario. **Business:** [BUSINESS_NAME and DESCRIPTION] **Model Purpose:** [Fundraising / Budget planning / Project evaluation / Valuation / M&A] **Time Horizon:** [3 years / 5 years / 10 years] **Industry:** [INDUSTRY] **Current Stage:** [Pre-revenue / Early revenue / Growth / Mature] **Document the following assumptions:** 1. **Revenue Assumptions:** - Revenue model (subscription, transaction, advertising, licensing) - Pricing: Current and projected changes with justification - Customer acquisition: Monthly new customers by channel - Churn rate: Monthly/annual with basis for estimate - Expansion revenue: Upsell/cross-sell rate - Seasonality patterns - Market growth rate (cite source) 2. **Cost Assumptions:** - COGS/Cost of revenue breakdown - Headcount plan by department with average salary - Infrastructure costs (hosting, tools, licenses) - Marketing spend as percentage of revenue - G&A costs and scaling assumptions - One-time costs (equipment, setup, legal) 3. **Operating Assumptions:** - Sales cycle length - Implementation/onboarding timeline - Customer support ratio (headcount per X customers) - Engineering velocity (features per sprint) 4. **Growth Assumptions:** - Month-over-month growth rate trajectory - Channel mix evolution over time - Viral coefficient (if applicable) - Partnership contribution timeline 5. **For each assumption, document:** - The assumption value - Data source or basis (comparable companies, industry benchmarks, historical data) - Sensitivity: What happens at +/- 20% of this assumption - Confidence level (High/Medium/Low) - Review trigger: What would cause us to revise this assumption 6. **Scenario Analysis:** - Base case: Most likely scenario - Bull case: What goes right (with probability) - Bear case: What goes wrong (with probability) - Key driver identification: Which 3 assumptions have the biggest impact **Output**: Complete assumptions document with tables, sensitivity analysis, and scenario summaries.
Fundraising preparation, budget planning, investor due diligence, financial planning
Project Risk Assessment Matrix
You are a project management expert specializing in risk assessment. Create a comprehensive risk assessment for the described project. **Project:** [PROJECT_NAME] **Description:** [WHAT THE PROJECT DELIVERS] **Duration:** [TIMELINE] **Team Size:** [NUMBER] **Budget:** [AMOUNT] **Stakeholders:** [KEY_STAKEHOLDERS] **Project Type:** [Software development / Infrastructure / Migration / Transformation / Launch] **Risk Assessment Framework:** 1. **Risk Identification** (categorized): - Technical Risks: Technology failures, integration issues, scalability problems, data loss - Schedule Risks: Delays, dependency bottlenecks, resource unavailability - Budget Risks: Cost overruns, scope creep, vendor price changes - Resource Risks: Key person departure, skill gaps, availability conflicts - External Risks: Regulatory changes, market shifts, vendor bankruptcy - Quality Risks: Defects, performance issues, security vulnerabilities - Communication Risks: Misalignment, unclear requirements, stakeholder conflict 2. **Risk Analysis** (for each risk): - Risk ID and title - Description: Clear statement of what could go wrong - Probability: Very Low (10%) / Low (25%) / Medium (50%) / High (75%) / Very High (90%) - Impact: Negligible / Minor / Moderate / Major / Critical - Risk Score: Probability x Impact (1-25 scale) - Risk Category: Technical / Schedule / Budget / Resource / External - Early Warning Signs: What indicators suggest this risk is materializing 3. **Risk Response Plan** (for each medium and high risk): - Strategy: Avoid / Mitigate / Transfer / Accept - Specific mitigation actions - Contingency plan (if the risk materializes despite mitigation) - Risk owner (specific person) - Budget reserve needed - Timeline buffer required 4. **Risk Matrix Visualization:** - 5x5 probability/impact grid - Color coding: Green (accept), Yellow (monitor), Orange (mitigate), Red (escalate) - Place each risk on the matrix 5. **Risk Monitoring Plan:** - Review frequency - Escalation criteria and path - Risk register update process - Risk metrics to track **Output**: Complete risk register with 15-20 identified risks, analysis, response plans, and the risk matrix.
Project planning, risk management, stakeholder communication, governance reporting
Stakeholder Communication Plan
You are a program manager who excels at stakeholder management. Create a comprehensive stakeholder communication plan for the described project or initiative. **Initiative:** [PROJECT/INITIATIVE_NAME] **Description:** [BRIEF_DESCRIPTION] **Duration:** [TIMELINE] **Organization:** [COMPANY_NAME] **Key Stakeholders:** [LIST_STAKEHOLDERS with roles] **Generate:** 1. **Stakeholder Analysis Matrix:** For each stakeholder/group: - Name and role - Interest level (1-5) - Influence/Power level (1-5) - Classification: Manage Closely (high power, high interest) / Keep Satisfied (high power, low interest) / Keep Informed (low power, high interest) / Monitor (low power, low interest) - Their key concerns and priorities - What they need from this project - Potential resistance points - Best approach to engage them 2. **Communication Matrix:** | Stakeholder | Message | Channel | Frequency | Owner | Format | - Tailor messages to each stakeholder's level and concerns - Specify channels: Email, Slack, Meeting, Report, Dashboard, Newsletter - Set appropriate frequency: Daily, Weekly, Bi-weekly, Monthly, Milestone-based 3. **Communication Templates:** - Weekly status update (email format) - Executive dashboard summary (bullet points) - Milestone completion announcement - Risk/issue escalation template - Change request notification - Project completion summary 4. **Escalation Protocol:** - Level 1: Team lead (response within 4 hours) - Level 2: Project manager (response within 8 hours) - Level 3: Sponsor/executive (response within 24 hours) - Criteria for each escalation level 5. **Feedback Collection:** - How and when to gather stakeholder feedback - Survey templates for key checkpoints - Retrospective format for major milestones **Output**: Complete stakeholder analysis, communication schedule, message templates, and escalation protocol.
Project management, change management, organizational initiatives, cross-team programs
Sprint Retrospective Facilitator
You are an experienced agile coach facilitating a sprint retrospective. Guide the team through a productive retrospective session and help generate actionable improvements.
**Sprint Details:**
- Sprint Number: [NUMBER]
- Sprint Duration: [X weeks]
- Team Name: [TEAM_NAME]
- Sprint Goal: [WAS_IT_ACHIEVED? YES/NO]
- Team Size: [NUMBER]
- Notable Events: [ANYTHING_SIGNIFICANT_THAT_HAPPENED]
**Sprint Metrics:**
- Planned Story Points: [X]
- Completed Story Points: [Y]
- Velocity Trend: [INCREASING / STABLE / DECREASING over last 3 sprints]
- Bugs Found: [NUMBER]
- Unplanned Work: [% of sprint capacity]
- Sprint Burndown: [ON_TRACK / STARTED_LATE / STALLED_MIDWAY / HOCKEY_STICK]
**Retrospective Framework** (Choose or let me suggest):
- Classic: What went well? / What did not go well? / What to improve?
- Sailboat: Wind (helping) / Anchor (slowing) / Rocks (risks) / Island (goal)
- 4Ls: Liked / Learned / Lacked / Longed for
- Start-Stop-Continue
- Mad-Sad-Glad
**Generate:**
1. **Icebreaker** (2 minutes):
- A fun, relevant question to get the team talking
2. **Data Gathering** (10 minutes):
- Prompt questions for each category in the chosen framework
- Suggestions for common themes based on the sprint metrics
3. **Pattern Analysis** (10 minutes):
- Identify recurring themes from past retrospectives
- Connect sprint metrics to qualitative feedback
- Highlight systemic issues vs. one-time problems
4. **Action Item Generation** (15 minutes):
- For each identified improvement:
- SMART action item (Specific, Measurable, Achievable, Relevant, Time-bound)
- Owner (single person)
- Definition of Done
- How to verify improvement next sprint
- Limit to 2-3 actions (focus over breadth)
5. **Follow-Up:**
- Review of action items from last retrospective
- Tracking template for improvement metrics
- Suggested experiments for the next sprint
**Output**: Complete retrospective facilitation guide with timing, questions, analysis framework, and action item templates. Sprint retrospectives, team improvement, process optimization, agile coaching
Market Research Analyst
You are a market research analyst providing comprehensive market analysis. Conduct research and analysis for the described market opportunity. **Research Request:** - Market/Industry: [INDUSTRY_OR_MARKET] - Geographic Focus: [REGION/COUNTRY/GLOBAL] - Research Purpose: [Market entry / Product launch / Investment thesis / Strategic planning] - Specific Questions: [WHAT DO YOU NEED TO KNOW] **Analysis Framework:** 1. **Market Overview:** - Market definition and boundaries - Market size (current and projected 5-year CAGR) - Market maturity stage (emerging, growth, mature, declining) - Key market segments and their relative sizes - Geographic distribution 2. **Industry Analysis (Porter's Five Forces):** - Threat of new entrants: Barriers to entry, capital requirements - Bargaining power of suppliers: Concentration, switching costs - Bargaining power of buyers: Price sensitivity, alternatives available - Threat of substitutes: Alternative solutions, technology disruption - Competitive rivalry: Number of competitors, differentiation, growth rate 3. **PESTLE Analysis:** - Political: Regulations, government policies - Economic: GDP trends, inflation, consumer spending - Social: Demographic shifts, consumer behavior changes - Technological: Innovation trends, digital transformation - Legal: Compliance requirements, intellectual property - Environmental: Sustainability trends, climate impact 4. **Competitive Landscape:** - Market leaders and their market share - Competitive positioning map (2x2 matrix with relevant axes) - Recent M&A activity - Funding trends in the space - Emerging disruptors 5. **Customer Analysis:** - Buyer segments and profiles - Purchase decision criteria - Unmet needs and pain points - Willingness to pay analysis - Adoption curve position 6. **Trends and Opportunities:** - 5 key trends shaping the market - White space opportunities - Technology enablers - Timing considerations 7. **Recommendations:** - Market attractiveness score (1-10 with reasoning) - Best entry strategy - Key success factors - Risks and mitigation **Output**: Comprehensive market research report with data tables, competitive maps, and strategic recommendations.
Market entry decisions, investment analysis, strategic planning, product positioning
Product Roadmap Planner
You are a senior product manager creating a strategic product roadmap. Design a comprehensive roadmap for the described product. **Product:** [PRODUCT_NAME] **Product Stage:** [Concept / MVP / Growth / Mature] **Vision:** [LONG-TERM PRODUCT VISION] **Time Horizon:** [6 months / 12 months / 18 months] **Team Capacity:** [NUMBER of engineers, designers, PMs] **Current Key Metrics:** [LIST METRICS AND VALUES] **Strategic Priorities:** [LIST 2-3 COMPANY PRIORITIES] **Generate a product roadmap with:** 1. **Now (Current Quarter):** - 3-5 features/initiatives actively in development - For each: User problem it solves, Expected impact on key metric, Effort estimate (T-shirt size), Dependencies, Success criteria 2. **Next (Next Quarter):** - 3-5 planned features/initiatives - For each: Strategic rationale, Target user segment, Key assumptions to validate, Required research or design work 3. **Later (Quarter 3+):** - 5-8 exploratory ideas on the horizon - For each: Strategic alignment, Open questions to answer, Market signals supporting this direction 4. **Prioritization Framework:** - RICE Score for each item (Reach x Impact x Confidence / Effort) - Stack rank based on RICE - Explain any overrides to the RICE ranking (strategic bets, dependencies) 5. **Theme Mapping:** - Group features into 3-4 strategic themes - Show how themes connect to company OKRs - Identify theme dependencies 6. **Roadmap Communication:** - Executive summary view (one page, no dates) - Engineering view (detailed with dependencies and milestones) - Customer-facing view (benefit-focused, no internal details) - Sales enablement view (competitive positioning of upcoming features) 7. **Review Process:** - Quarterly roadmap review cadence - Input sources (customer feedback, analytics, sales requests, support tickets) - Governance: Who approves roadmap changes - How to say no: Framework for declining feature requests **Output**: Multi-view roadmap with prioritization, stakeholder-specific presentations, and governance framework.
Product strategy, quarterly planning, stakeholder alignment, feature prioritization
Pitch Deck Creator for Startups
Create a compelling 10-slide pitch deck for [STARTUP NAME]. **Company Info:** - Industry: [INDUSTRY] - Problem: [PROBLEM STATEMENT] - Solution: [YOUR SOLUTION] - Market Size: [TAM, SAM, SOM] - Business Model: [REVENUE MODEL] - Traction: [METRICS] - Competition: [COMPETITORS] - Team: [KEY MEMBERS] - Ask: [FUNDING AMOUNT] **Slides:** 1. **Cover**: Company name, tagline, visual 2. **Problem**: Pain points with compelling stats 3. **Solution**: Product demo/screenshots 4. **Market**: Market size & opportunity 5. **Product**: Features & benefits 6. **Business Model**: Revenue streams 7. **Traction**: Growth metrics & milestones 8. **Competition**: Competitive advantage 9. **Team**: Founders & advisors 10. **Ask**: Funding needs & use of funds For each slide provide: - Headline - Key points (3-5 bullets) - Visual suggestions - Speaker notes
Startup fundraising, investor pitches, accelerator applications
OKR Goal Setting Framework
Create Objectives and Key Results (OKRs) for [TEAM/DEPARTMENT] for [QUARTER]. **Context:** - Company Goal: [OVERALL OBJECTIVE] - Team: [TEAM NAME] - Current State: [WHERE YOU ARE] - Desired State: [WHERE YOU WANT TO BE] **Format for each Objective:** **Objective 1**: [Inspiring, qualitative goal] - Key Result 1: [Measurable metric with target] - Key Result 2: [Measurable metric with target] - Key Result 3: [Measurable metric with target] **Requirements:** - 3-5 Objectives per team - 3-4 Key Results per Objective - Key Results must be measurable (numbers, %) - Ambitious but achievable - Aligned with company goals - Include tracking method - Define owner for each KR **Also provide:** - Progress tracking template - Weekly check-in questions - End-of-quarter evaluation criteria
Goal setting, team alignment, performance tracking
Meeting Minutes & Action Items Generator
Transform the following meeting notes into structured minutes with clear action items. **Meeting Info:** - Date: [DATE] - Attendees: [NAMES] - Duration: [TIME] - Topic: [MEETING PURPOSE] **Raw Notes:** [PASTE MEETING NOTES HERE] **Generate:** 1. **Meeting Summary** (2-3 sentences) 2. **Key Decisions Made** - Decision 1 - Decision 2 3. **Action Items** - [ ] Task description | Owner | Deadline | Priority 4. **Open Questions** - Question | Who needs to answer 5. **Next Meeting** - Date, time, agenda items **Format Requirements:** - Chronological order - Clear, concise language - Actionable task descriptions - Specific deadlines - Identified owners - Follow-up items highlighted
Meeting documentation, team coordination, action tracking
Competitor Analysis Deep Dive
Conduct comprehensive competitor analysis for [YOUR COMPANY] in [INDUSTRY]. **Competitors to Analyze:** 1. [COMPETITOR 1] 2. [COMPETITOR 2] 3. [COMPETITOR 3] **Analysis Framework:** **For Each Competitor:** 1. **Company Overview** - Founded, size, funding - Mission & positioning - Target market 2. **Product Analysis** - Core features - Unique selling points - Pricing model - User experience 3. **Marketing Strategy** - Channels used - Content strategy - Brand voice - Social media presence 4. **Strengths** - What they do well - Competitive advantages 5. **Weaknesses** - Gaps & limitations - Customer complaints 6. **Market Position** - Market share estimate - Growth trajectory - Customer base **Deliverables:** - Competitive matrix (feature comparison) - SWOT analysis summary - Positioning map - Differentiation opportunities - Strategic recommendations
Market research, strategic planning, product positioning
Job Description Writer
Create an attractive, inclusive job description for [POSITION] at [COMPANY]. **Role Details:** - Position: [JOB TITLE] - Level: [Junior/Mid/Senior] - Department: [TEAM] - Location: [LOCATION/REMOTE] - Salary Range: [RANGE] **Company Culture:** - Values: [VALUES] - Mission: [MISSION] - Benefits: [KEY BENEFITS] **Generate:** **[JOB TITLE]** **About Us** [2-3 sentences about company & mission] **The Role** [Compelling description of position & impact] **Responsibilities** - [Action verb] + outcome-focused description - [5-7 key responsibilities] **Requirements** **Must Have:** - [Essential skills] **Nice to Have:** - [Preferred qualifications] **What We Offer** - Salary range (transparent) - Benefits & perks - Growth opportunities - Work environment **Our Values** [Brief culture description] **How to Apply** [Clear application process] **Tone**: Inclusive, authentic, inspiring (avoid jargon, gendered language, unnecessary requirements)
Hiring, recruitment marketing, HR
Crisis Communication Response Plan
Crisis plan for [SCENARIO]: **Phase 1 (0-2h)**: Assess, assemble team, holding statement **Phase 2 (2-24h)**: Full statement, stakeholder comms, media response **Phase 3 (24h+)**: Updates, action plan, reputation rebuilding **Templates**: Holding statement, full statement, social responses **Team**: Spokesperson, legal, PR, social media manager **Channels**: Press release, website, email, social, internal Empathetic, transparent, action-oriented.
Crisis management, corporate communications
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