01
Write the headline number
One line they repeat in the parking lot.
Made for CPAs
Build One Board Slide That Tells the CFO Story in Five Minutes
Also useful for: Tax Advisors, people in Finance
30 min
Intermediate
Financial Organization
Need to Make a Decision
One slide, one decision, no chart cemetery.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Boards remember the headline and the ask.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Structure the visual
Three blocks max.
03
Write speaker notes for five minutes
Say the ask out loud.
04
Park the rest in appendix pointers
Discipline.
Make Your Play
Build One Board Slide That Tells the CFO Story in Five Minutes
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Revenue, margin, cash, vs plan and prior.
0/10000
What drove beat or miss. No spin.
0/10000
Approval, heads-up, or none.
What could go wrong next quarter.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Write the headline number
One line they repeat in the parking lot.
02
Structure the visual
Three blocks max.
03
Write speaker notes for five minutes
Say the ask out loud.
04
Park the rest in appendix pointers
Discipline.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Fill the fields with this week’s real details. Incomplete notes beat invented polish.
Run the assembled prompt, answer follow-ups with specifics, then copy the deliverable into your own doc and verify names and numbers.
Advanced instructions
Add constraints the model can’t see: politics, licensing, cash timing, union rules, or family bandwidth.
After the first pass, ask it to attack the weakest assumption in the draft.
Use this when
You have five minutes on the agenda and twelve charts you won't have time to show.
You'll need
- The numbers that matter this quarter
- The story behind the variance
- Board ask or decision needed
- Risks you won't hide in Q&A
You'll get
- A one slide outline: headline metric, variance story, ask, and footnote risks you can use without rewriting it from scratch.
By the end of this playbook
You will have:
- A one slide outline: headline metric, variance story, ask, and footnote risks you can use without rewriting it from scratch.
Examples
Progress 1 of 4