aget-review-budget
Review budget allocation, ROI, and resource distribution. Provides financial analysis and optimization recommendations.
Instructions
When this skill is invoked:
- •
Gather Budget Data
- •Planned allocation
- •Actual expenditure
- •Time period scope
- •
Categorize Expenditures
- •By type (operational, capital, etc.)
- •By department/project
- •By priority
- •
Calculate ROI
- •Investment amount
- •Return measurement
- •ROI percentage
- •
Variance Analysis
- •Planned vs. actual
- •Significant variances
- •Root causes
- •
Optimization Opportunities
- •Cost reduction areas
- •Reallocation suggestions
- •Efficiency improvements
Output Format
markdown
## Budget Review: [Period/Scope] ### Overview | Metric | Value | |--------|-------| | Total Budget | $[X] | | Total Spent | $[Y] | | Variance | $[Z] ([N]%) | | Period | [Date range] | --- ### Expenditure by Category | Category | Planned | Actual | Variance | |----------|---------|--------|----------| | [Cat 1] | $[X] | $[Y] | $[Z] | | [Cat 2] | $[X] | $[Y] | $[Z] | | **Total** | $[X] | $[Y] | $[Z] | --- ### ROI Analysis | Investment | Cost | Return | ROI | |------------|------|--------|-----| | [Project 1] | $[X] | $[Y] | [N]% | | [Project 2] | $[X] | $[Y] | [N]% | --- ### Variance Analysis #### Significant Variances 1. **[Category]**: $[Amount] ([N]%) - Root cause: [Explanation] - Action: [Recommended response] --- ### Optimization Recommendations 1. **[Area]**: [Recommendation] - Potential savings: $[X] - Implementation effort: [Low/Med/High] --- ### Risks - [Financial risk to monitor]
Constraints
- •C1: NEVER fabricate financial data — financial integrity essential
- •C2: NEVER make spending decisions — executive reviews, doesn't automate decisions
- •C3: NEVER expose sensitive financial details in logs — financial data requires confidentiality
Related
- •SKILL-026: aget-review-budget specification
- •ONTOLOGY_executive.yaml: Budget, ROI, Delegation concepts
- •CAP-EXE-002: Budget Review capability