Files
pm-claude-skills/skills/financial-model-narrative/SKILL.md
T
mohitagw15856 f3b9d008fe feat: 100 skills milestone — 7 new skills + quality improvements across all 93
New skills added:
- teaching-lesson-plan: structured lesson plans for any subject/audience/setting
- seo-content-brief: complete SEO briefs with intent, competitor gaps, and outline
- media-pitch: story-first journalist pitches with angle development framework
- change-management-plan: stakeholder analysis, comms strategy, adoption metrics
- workshop-facilitation-guide: activity instructions, decision protocols, facilitator moves
- sales-forecasting-model: pipeline model, scenario analysis, assumption log
- tax-planning-checklist: year-end tax planning across income, pension, CGT, reliefs

Quality improvements across all 93 existing skills:
- Standardised description format: "Verb the thing. Use when X. Produces Y."
- Added Required Inputs section to all skills missing it (prompts for missing info)
- Added Quality Checks section to all skills missing it (specific, not generic)
- Fixed broken multiline YAML descriptions
- Removed non-standard frontmatter keys (tool_integration, metadata blocks)

README updated to v6.0.0 with 100-skill count, new skill tables, and article series

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-20 20:52:31 +01:00

71 lines
2.6 KiB
Markdown

---
name: financial-model-narrative
description: "Turn financial model outputs into a clear written narrative. Use when asked to write a financial narrative, explain a financial model, summarise a P&L, or translate spreadsheet numbers into a board-ready story. Produces an executive narrative with key insights, drivers, and forward-looking commentary."
---
# Financial Model Narrative Skill
Turns financial model outputs into a clear, structured written narrative suitable for board packs, investor updates, or management reporting.
## Required Inputs
- **Financial data** (paste key figures: revenue, costs, margins, EBITDA, cash)
- **Period covered** (month / quarter / annual / multi-year)
- **Audience** (board / investors / management / bank / internal)
- **Key message** (what is the headline story?)
- **Actuals vs budget / prior period?** (comparison context)
## Output Structure
### 1. Headline Summary
3-5 sentences. The financial story in plain English. Lead with the most important insight — not "revenue was X" but what that figure means.
### 2. Revenue
- Performance vs prior period / budget
- Key drivers: what caused the movement
- Risks or opportunities in the revenue line
### 3. Costs and Margins
- Gross margin: % and trend
- Key cost movements and why
- EBITDA performance and drivers
- One-off items clearly flagged
### 4. Cash and Balance Sheet
- Cash position and movement
- Runway (for startups)
- Key working capital movements
### 5. Variance Analysis
For each significant variance:
**[Line item] — Over/Under by [amount]**
- **Cause:** [Plain English explanation]
- **Permanent or temporary?** One-time / Structural
- **Action being taken:** [If applicable]
### 6. Forward-Looking Commentary
- Expected next period
- Key risks to forecast
- Key opportunities
- Any reforecast or guidance change
## Writing Rules
- Never just restate a number — always explain what it means
- Flag variances over 10% automatically
- Use past tense for actuals, conditional for forecast
- One insight per paragraph
## Quality Checks
- [ ] Headline summary leads with meaning, not just the number
- [ ] Every significant variance has a cause, permanence, and action
- [ ] Forward-looking commentary includes specific risks and opportunities
- [ ] Audience-appropriate language (board vs investor vs management)
- [ ] One-off items clearly distinguished from recurring items
## Example Trigger Phrases
- "Write a financial narrative for these results: [paste numbers]"
- "Turn this P&L into a board narrative"
- "Write the finance section of our board pack"
- "Explain these financial results in plain English"