Turn proposal evidence, options, costs, benefits, risks, and governance requirements into one concise decision-ready business case summary.
Is this for you?
Use it when the underlying analysis exists but the decision-maker needs a shorter, disciplined summary that keeps estimates, tradeoffs, conditions, and approval status visible.
What you receive
- One professionally designed 12-page PDF
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One substantial reusable master prompt with 18 defined input fields
- One matched fictional input and complete 10-section output example
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One refinement prompt and one quality-control check
- Missing-information rules, source verification, privacy guidance, and professional boundaries
- Zero worksheets and no prompt library
Before → after
Before: a long proposal, incomparable option notes, mixed estimate quality, and an unclear decision request. After: one concise summary of the ask, rationale, options, financial view, benefits, risks, recommendation basis, and next steps.
See what you’ll create
Clear decision ask
State the exact decision, authority, timing, scope, and conditions without broadening a pilot into rollout approval.
Comparable option view
Keep status quo visible and separate costs, benefits, periods, assumptions, confidence, and tradeoffs.
Evidence and governance trail
Show recommendation status, specialist reviews, dependencies, owners, dates, and questions that remain open.
How it works
- Gather the named approved inputs.
- Replace every bracketed field and paste the complete master prompt into a compatible AI writing tool.
- Answer up to five questions if essential information is missing.
- Check every number, claim, source, assumption, and approval status.
- Use the refinement prompt to preserve verified content and correct the rest.
Example input → structured output
A fictional distributor supplies all 18 fields for a controlled invoice-workflow pilot, including the status quo, three options, criteria, estimates, reserved funding, prospective benefits, dependencies, required reviews, and recommendation status. The complete output demonstrates all ten sections without inventing ROI, savings, accounting treatment, or approval.
What the generator covers
- Decision ask and executive rationale
- Objectives, scope, constraints, and strategic fit
- Status quo and shortlisted option comparison
- Costs, funding, affordability, benefits, assumptions, and sensitivity supplied
- Risks, dependencies, mitigations, and specialist reviews
- Recommendation basis and tradeoffs
- Delivery stages, governance, owners, dates, and verification questions
What makes this different
This is one focused summary generator, not a full business-case methodology, financial model, investment appraisal, procurement package, implementation plan, or prompt collection. It organizes supplied analysis and does not replace it.
Compatible tools and format
Use the prompt with ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity, or another text-based AI assistant. Results vary by tool. Read the PDF on screen or print it for personal reference.
Who it is for
Finance directors, CFOs, controllers, finance business partners, project sponsors, operations leaders, and proposal owners preparing a decision summary.
Important limitations
It does not research options, calculate missing returns, choose an investment, approve spending, determine accounting or tax treatment, validate contracts, or replace procurement, legal, privacy, security, or regulatory review. AI can invent financial information and confident explanations, so verify every output against approved records and obtain qualified review.
Personal use only. The PDF and prompts may not be resold, redistributed, shared, or repackaged. No physical item is shipped.
