Prepare for a site visit or check-in call Prompt
Prompt
Our program officer from [FUNDER NAME] has a [SITE VISIT / CHECK-IN CALL] on [DATE]. Using the materials below, prepare a one-page brief for our team: 1. The 5 numbers everyone should know (spent to date, % of budget, participants served, key outcome progress, anything off-track). 2. The 8 questions the program officer is most likely to ask, based on our latest report and open issues, with a short, factual answer for each. Use only the facts provided; use [BRACKETS] where we need to prepare an answer. 3. Any issue we should raise ourselves before they ask, and how to frame it. 4. Who on our team should answer which topics: [LIST STAFF AND ROLES]. 5. Two things worth highlighting that align with the funder's stated priorities. LATEST REPORT: [PASTE] OPEN ISSUES (BUDGET, TIMELINE, FINDINGS): [PASTE OR "NONE"] FUNDER'S PRIORITIES (FROM THEIR WEBSITE OR GUIDELINES): [PASTE]
Watch out for
Risks: AI can misapply funder rules or make math errors, and it only knows what you paste. Control: Your finance lead checks every total against the general ledger and makes all allowability and submission decisions.
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Finance TeamsExecutives