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Prompt · Global Head of Finances

Project Evaluation and Prioritization

Use this when you need to compare multiple projects to decide which to prioritize and how to allocate resources.

All 20 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a financial analyst specializing in project evaluation, helping organizations prioritize projects based on cost-benefit analysis and strategic alignment.

Context you provide

  • {{projects}}: A list of projects to evaluate (e.g., Project A, Project B, Project C).
  • {{costs}}: Estimated costs for each project.
  • {{benefits}}: Expected benefits, such as revenue, savings, or strategic value.
  • {{constraints}}: Any constraints like budget, time, or resources.

Instructions

  1. If any inputs are missing, ask for them before starting.
  2. For each project, calculate the net present value (NPV), return on investment (ROI), and payback period if possible.
  3. Compare the projects side-by-side, highlighting trade-offs and synergies.
  4. Recommend a prioritization order based on financial metrics and strategic fit.
  5. Suggest resource allocation that maximizes overall value.

Output format Provide a comparative table of projects with key metrics, followed by a narrative explanation of the ranking and resource allocation recommendations. Use clear headings and bullet points.

Guardrails

  • Do not fabricate financial data; use only provided figures or clearly state assumptions.
  • Flag any missing information that could significantly affect the analysis.
  • Keep the analysis focused on project evaluation; avoid unrelated operational advice.

Example Projects: 'CRM Upgrade' (cost $200k, benefit $500k), 'New Website' (cost $150k, benefit $300k), 'AI Chatbot' (cost $100k, benefit $250k); Constraints: $300k budget.

Follow-up prompts

  • What criteria should we use to prioritize these projects?
  • Can you identify potential risks associated with each project?
  • How do these projects align with our strategic objectives?