✏️Prompts

Draft a budget modification request Prompt

Prompt

We need to request a budget modification from [FUNDER NAME] for grant [GRANT NAME / NUMBER].

The issue: [DESCRIBE, FOR EXAMPLE: "Participant support is 37% spent after one quarter of a 12-month grant because enrollment exceeded projections."]

The change we want: [DESCRIBE, FOR EXAMPLE: "Move $X from Supplies to Participant Support."]

Please produce:

1. A revised budget table: Line, Original budget, Proposed change, Revised budget, Spent to date. Confirm that the total grant amount does not change (unless I say it should).
2. A short request to the program officer (under 250 words) that:
   - States the request in the first sentence
   - Explains why, using only the facts I gave you
   - Shows how the change supports the grant's goals
   - Notes that total funding is unchanged
   - Offers to discuss
3. A list of anything the funder may ask that I haven't answered, so I can prepare.

Follow these funder rules on modifications, if provided: [PASTE OR WRITE "NONE PROVIDED"]

Use only the facts and numbers given. Use [BRACKETS] for anything you don't know.

CURRENT BUDGET VS ACTUALS:
[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