Purpose
Document budget variances with clear explanations and supporting context for leadership review.
Usage
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/variance-analysis [period]- Document variances for specific period
Steps
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Prompt for variance data:
- •Budget category
- •Budgeted amount
- •Actual amount
- •Variance ($and %)
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For each material variance, ask:
- •What caused this variance?
- •Is it timing or permanent?
- •What corrective actions if needed?
- •Supporting context
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Search for supporting context:
- •Meeting notes mentioning the category
- •Project files
- •Relevant decisions made
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Create variance analysis document with:
- •Executive summary
- •Variance details by category
- •Explanations with context
- •Outlook for rest of period
Output Format
markdown
# Variance Analysis: [Period] ## Executive Summary - Total variance: $[X] ([X]%) - Key drivers: [Top 2-3 factors] ## Material Variances ### [Category] - $[Variance] - **Budget:** $[Amount] - **Actual:** $[Amount] - **Variance:** $[Amount] ([X]%) - **Explanation:** [Reason] - **Type:** Timing / Permanent - **Outlook:** [Impact on rest of year]