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