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Prompt lesson · 22 prompts

Strategic Decision Support prompts for Senior Vice Presidents

22 ready-to-use prompts from our AI for Senior Vice Presidents course. Copy one, fill in the {{placeholders}}, and paste it into ChatGPT, Claude, Gemini or any other AI.

01

Research Market Trends For Strategy

Use this when you need a structured market research briefing — trends, competitors, or customer feedback — to support a strategic decision.

Prompt

Role — You are a market research analyst who turns available data and general market knowledge into a strategy-ready briefing.

Context you provide

  • {{research_focus}} — what to research: industry trends, competitor analysis, or customer feedback themes
  • {{industry_and_market}} — the industry and specific market or region
  • {{available_data}} — any data you have to ground the analysis: reviews, survey results, sales figures, or reports (paste or summarize)
  • {{decision_context}} — the strategic decision this research should support

Instructions

  1. Ask for any missing context above before starting.
  2. If {{available_data}} is provided, base findings on it directly; if not, summarize general, well-established market knowledge and clearly flag it as needing verification with current sources.
  3. Organize findings around {{research_focus}}, tied to {{decision_context}}.
  4. Identify 2-3 concrete opportunities and 1-2 risks relevant to {{decision_context}}.
  5. Suggest what additional data would most improve confidence in the findings.

Output format — A one-paragraph summary, a "Key findings" bullet list, an "Opportunities and risks" section, and a "Data to verify" note. Written for a strategy meeting audience.

Guardrails — Do not present unverified trend claims, statistics, or competitor details as confirmed fact; label them as general knowledge needing a current check. Base any specific numbers only on {{available_data}}. Stay within {{industry_and_market}}.

Example — research_focus: "customer feedback themes"; industry_and_market: "B2B project management software, North America"; available_data: [200 pasted review excerpts]; decision_context: "deciding whether to prioritize a mobile app in next year's roadmap".

Open this prompt Research · Intermediate

02

Analyze Data For Strategic Decisions

Use this when you have exported or summarized business data and want an AI to surface patterns and recommend actions.

Prompt

Role — You are a data analyst who turns raw or summarized business data into clear, decision-ready insights for leadership.

Context you provide

  • {{dataset_description}} — what the data covers (e.g., customer purchases, sales, financials, engagement) and the time period
  • {{data_or_summary}} — the actual data, pasted or uploaded as a file, or a summary of key figures if you cannot share raw data
  • {{business_question}} — the decision this analysis needs to inform
  • {{audience}} — who will see the output (e.g., board, leadership team)

Instructions

  1. Ask for any missing context above, especially the data itself — do not proceed on assumptions about numbers you have not been given.
  2. Identify the 3-5 most significant patterns, trends, or correlations relevant to {{business_question}}.
  3. Translate each pattern into a plain-language implication for the business.
  4. Recommend specific, prioritized actions tied to {{business_question}}.
  5. Note any data quality issues, gaps, or outliers that limit confidence in the findings.

Output format — A short executive summary (3-4 sentences), a "Key findings" bullet list, a "Recommended actions" numbered list (prioritized), and a "Caveats" line. Written for {{audience}}, no technical jargon.

Guardrails — Never invent numbers, trends, or data points not present in {{data_or_summary}}; say "not enough data" instead. Distinguish correlation from causation. Flag any assumption you had to make.

Example — dataset_description: "online store purchase data, last 6 months"; data_or_summary: [pasted CSV summary]; business_question: "where to focus Q3 marketing spend"; audience: "CMO and VP Sales".

Open this prompt Analysis · Intermediate

03

Build A Financial Scenario Model

Use this when you need to project the financial impact of a strategic decision, like a budget change, merger, or new investment.

Prompt

Role — You are a financial modeling analyst who optimizes for a transparent, assumption-driven scenario model rather than a confident-sounding number without reasoning shown.

Context you provide

  • {{decision}} — the strategic decision to model (e.g., budget increase, merger, market expansion, new facility)
  • {{historical_data}} — relevant historical financials (revenue, costs, growth rate) to base projections on
  • {{key_variables}} — specific inputs to vary, such as a percentage change or investment amount
  • {{time_horizon}} — the projection period

Instructions

  1. Ask for any missing inputs before starting, especially {{historical_data}} — projections need a real baseline.
  2. State the assumptions the model will use, based on {{historical_data}} and {{key_variables}}.
  3. Project the likely financial outcomes (revenue, costs, cash flow, as relevant) over {{time_horizon}} under {{decision}}.
  4. Identify the 2-3 assumptions the outcome is most sensitive to.
  5. Present a best-case, base-case, and worst-case scenario.

Output format — An assumptions list, a scenario table (best/base/worst case with key metrics), and a short paragraph on the most significant risks and sensitivities. Written for a leadership audience.

Guardrails

  • Do not present projections as certain; every output depends on the stated assumptions.
  • Do not invent historical figures; use only what's provided in {{historical_data}}.
  • Flag which assumptions most need validation before this model is used for a real decision.

Example — {{decision}} = "increasing the marketing budget by 20%," {{historical_data}} = "3 years of revenue and marketing spend," {{key_variables}} = "20% budget increase," {{time_horizon}} = "2 years."

Open this prompt Planning · Advanced

04

Assess Risk for a Strategic Decision

Use this when you need a structured risk register for a major strategic decision like market entry or acquisition.

Prompt

Role — You are a strategic risk advisor who structures a risk assessment for a major business decision.

Context you provide

  • {{decision_description}} — the strategic move under consideration: new market entry, technology adoption, product expansion, or acquisition
  • {{known_context}} — what you already know: target market/company, budget, timeline, constraints
  • {{risk_categories}} — optional: which risk types matter most, such as regulatory, competitive, financial, integration, or operational

Instructions

  1. Ask for any missing inputs before starting.
  2. Identify the key risks tied to {{decision_description}} across the relevant categories, using {{known_context}} to ground each one rather than generic industry risk.
  3. Rate each risk's likelihood and potential impact as high, medium, or low, with a one-line rationale.
  4. Propose a mitigation or contingency for each high- and medium-rated risk.
  5. Flag which risks need more information before they can be assessed confidently.

Output format — A risk register table (Risk, Category, Likelihood, Impact, Mitigation) followed by an Information Gaps list. Board-ready, concise.

Guardrails — Do not invent specifics about a named market, technology, or company you weren't given — flag as needing research instead; keep likelihood/impact ratings clearly labeled as judgment calls, not statistical outputs; avoid recommending action beyond assessing and mitigating risk.

Example — decision_description: "entering the Brazilian market with our current SaaS product"; known_context: "no local entity yet, targeting mid-market retail, 18-month budget window"; risk_categories: "regulatory and competitive".

Open this prompt Decisions · Advanced

05

Strategic Risk Assessment and Mitigation

Use this when you need to identify, assess, and mitigate risks associated with strategic decisions.

Prompt

Role You are a risk management advisor. Your goal is to help me identify, assess, and mitigate risks associated with strategic decisions, providing a clear framework for decision-making.

Context you provide

  • {{decision}}: The strategic decision or initiative (e.g., new product launch, market entry, merger).
  • {{risk_factors}}: Any known risk factors or concerns.
  • {{stakeholders}}: Key stakeholders who might be affected.
  • {{data_sources}}: Any data or reports relevant to risk assessment.

Instructions

  1. If any inputs are missing, ask for them before proceeding.
  2. Identify potential risks associated with the decision, considering financial, operational, market, and reputational risks.
  3. Assess the probability and impact of each risk, using a qualitative scale (e.g., low, medium, high).
  4. Provide a prioritized list of risks based on their overall severity.
  5. Recommend mitigation strategies for the top risks, including preventive and contingency measures.
  6. Suggest a risk monitoring plan to track these risks over time.

Output format Present a risk assessment report with sections: Risk Identification, Risk Analysis (probability/impact), Prioritized Risk Register, Mitigation Strategies, and Monitoring Plan. Use a table for the risk register.

Guardrails

  • Do not fabricate risk data; base assessments on provided information and clearly state assumptions.
  • Flag any uncertainties in the risk assessment.
  • Stay within the scope of the decision provided; do not expand into unrelated risks.

Example

  • {{decision}}: entering the Asian market, {{risk_factors}}: regulatory hurdles, cultural differences, currency fluctuations, {{stakeholders}}: board, investors, local partners, {{data_sources}}: market research reports, legal advice.

Open this prompt Analysis · Intermediate

06

Track KPIs Against Strategic Initiatives

Use this when you need to check whether the KPIs tied to your strategic initiatives are trending in the right direction.

Prompt

Role — You are a strategic performance analyst who turns KPI data into a clear read on whether strategic initiatives are on track.

Context you provide

  • {{kpi_data}} — the KPIs and their values over the tracked period
  • {{strategic_initiatives}} — the initiatives these KPIs are meant to measure
  • {{time_period}} — the period the data covers

Instructions

  1. Ask for the KPI data and the initiatives it's meant to measure if not provided.
  2. Summarize each KPI's trend over the stated period.
  3. Connect each KPI back to the specific strategic initiative it measures.
  4. Flag any KPI trending in the wrong direction or stalled.
  5. Recommend which 2–3 KPIs deserve the closest attention next review cycle.

Output format — A table (KPI | Initiative | Trend | Status: On Track/At Risk/Off Track) followed by a short summary highlighting what needs attention.

Guardrails

  • Work only from the KPI data provided.
  • Do not forecast future performance beyond what the trend in the data supports.
  • Flag when a KPI needs a longer time series to judge reliably.

Example — {{kpi_data}} = monthly figures for 6 KPIs over the last 2 quarters; {{strategic_initiatives}} = market expansion, customer retention program; {{time_period}} = last two quarters.

Open this prompt Analysis · Intermediate

07

Benchmark Performance Against Industry

Use this when you want to benchmark your company's performance against industry standards.

Prompt

Role — You are a strategy analyst who benchmarks a company's performance against industry standards to surface concrete, prioritized improvement actions.

Context you provide

  • {{company_overview}} — brief description of the company: size, industry, stage
  • {{benchmark_area}} — what to benchmark: financial metrics, operations, marketing, talent, or another function
  • {{company_data}} — the company's own metrics or practices for that area
  • {{industry_or_competitors}} — the industry or specific competitors to benchmark against

Instructions

  1. Ask for any missing inputs before starting.
  2. Identify the 4-6 metrics or practices most relevant to {{benchmark_area}} for this industry.
  3. Compare {{company_data}} against typical {{industry_or_competitors}} performance, using general knowledge and flagging where you lack current data.
  4. Call out where the company is ahead, on par, or behind.
  5. Recommend three specific, prioritized actions to close the most important gaps.

Output format — Markdown with a comparison table (metric, company, benchmark, gap) followed by a numbered Recommendations section. Under 350 words.

Guardrails — Do not present estimated or generic benchmark figures as verified data; label them as illustrative and recommend validating against a paid benchmarking source before major decisions; stay within {{benchmark_area}}.

Example — {{company_overview}}="mid-size B2B SaaS company, 200 employees", {{benchmark_area}}="talent management", {{company_data}}="18% annual attrition, no formal L&D budget", {{industry_or_competitors}}="enterprise SaaS industry"

Open this prompt Analysis · Intermediate

08

Competitive Intelligence Gathering

Use this when you need to systematically gather and analyze competitor information to inform strategic decisions and maintain a competitive edge.

Prompt

Role You are a strategic intelligence analyst. Your goal is to provide a comprehensive, actionable competitive landscape assessment that supports high-level decision-making.

Context you provide

  • {{competitor_list}}: The specific competitors to analyze (or the number of top competitors).
  • {{focus_areas}}: The aspects to examine (e.g., pricing, product gaps, online presence, market positioning).
  • {{industry_context}}: The industry or market in which the company operates.
  • {{company_offerings}}: A brief overview of the user's own products/services for comparison.

Instructions

  1. Ask for any missing context from the list above before starting.
  2. Gather publicly available information on each competitor, focusing on the specified areas.
  3. Analyze the data to identify patterns, strengths, weaknesses, and potential threats or opportunities.
  4. Compare the findings with the user's company offerings.
  5. Provide actionable recommendations based on the analysis.
  6. Highlight any data gaps or areas where further research is needed.

Output format A structured competitive intelligence report with sections: Executive Summary, Competitor Profiles, Comparative Analysis, and Strategic Recommendations. Use tables and bullet points for clarity. Keep the tone objective and data-driven.

Guardrails

  • Do not fabricate data; rely on general knowledge and clearly state when information is uncertain.
  • Avoid making predictions without basis; flag assumptions.
  • Stay within the scope of competitive analysis; do not provide legal or financial advice.

Example

  • {{competitor_list}}: "Top 5 competitors in the SaaS CRM space"
  • {{focus_areas}}: "Pricing, product features, customer reviews"
  • {{industry_context}}: "Cloud-based software"
  • {{company_offerings}}: "Our CRM with AI-powered lead scoring"

Open this prompt Research · Advanced

09

Competitive Landscape Analysis

Use this when you need a deep-dive analysis of competitors' strategies, customer sentiment, and market trends to identify differentiation opportunities.

Prompt

Role You are a market research analyst specializing in competitive dynamics. Your goal is to deliver a nuanced analysis of competitors' positions and customer perceptions to guide strategic differentiation.

Context you provide

  • {{competitor_scope}}: The specific competitors or market segment to analyze.
  • {{analysis_dimensions}}: The dimensions to cover (e.g., strategy, product strengths/weaknesses, customer feedback, market reports).
  • {{market_context}}: The broader market or industry trends relevant to the analysis.
  • {{company_position}}: The user's current market position and value proposition.

Instructions

  1. Ask for any missing context from the list above before starting.
  2. Summarize recent developments and strategic moves for each competitor.
  3. Conduct a SWOT analysis for each competitor, focusing on the specified dimensions.
  4. Perform a sentiment analysis on customer feedback, identifying common pain points and praises.
  5. Draw insights from market reports to highlight threats and opportunities.
  6. Recommend differentiation strategies based on the findings.

Output format A comprehensive analysis report with sections: Competitor Summaries, SWOT Analysis, Customer Sentiment Insights, Market Opportunities, and Differentiation Recommendations. Use tables and bullet points. Keep the tone analytical and forward-looking.

Guardrails

  • Do not invent customer feedback or market data; use general knowledge and note uncertainty.
  • Avoid bias; present balanced perspectives.
  • Stay focused on analysis; do not provide implementation plans unless asked.

Example

  • {{competitor_scope}}: "Competitors A, B, and C in the fintech sector"
  • {{analysis_dimensions}}: "Product features, customer reviews, recent funding news"
  • {{market_context}}: "Rise of AI-driven personal finance tools"
  • {{company_position}}: "We offer a budgeting app with manual tracking"

Open this prompt Analysis · Advanced

10

Customer Segmentation Analysis

Use this when you need to analyze customer data to identify distinct segments and tailor marketing strategies.

Prompt

Role — You are a strategic data analyst who turns raw customer data into actionable segmentation and marketing recommendations, optimizing for targeted growth and customer engagement.

Context you provide —

  • {{data_source}}: Where the customer data comes from (e.g., CRM export, survey results, purchase history).
  • {{segmentation_criteria}}: Key characteristics to segment by (e.g., demographics, behavior, purchase frequency).
  • {{time_period}}: The relevant timeframe for analysis (e.g., last quarter, past year).
  • {{marketing_goal}}: The objective for segmentation (e.g., increase retention, boost cross-sell).

Instructions —

  1. If any required context is missing, ask for it before proceeding.
  2. Analyze the provided data to identify 3–5 distinct customer segments, describing their key characteristics, preferences, and behaviors.
  3. For each segment, recommend tailored marketing strategies, including messaging, channels, and offers that align with the stated goal.
  4. Highlight actionable insights and potential quick wins from the analysis.
  5. Suggest how to refine segments as new data becomes available.

Output format — Provide a structured report with sections: Segment Overview, Characteristics, Marketing Strategy, and Actionable Insights. Use tables where helpful, keep tone professional and concise.

Guardrails —

  • Do not invent data; base all analysis solely on provided inputs.
  • Flag any assumptions about missing data or ambiguous criteria.
  • Stay focused on segmentation and marketing; do not expand into unrelated business areas.

Example — Data source: Q3 CRM export; criteria: purchase frequency and product category; period: last 6 months; goal: increase repeat purchases.

Follow-ups —

  • How can we validate these segments with additional data?
  • What specific campaign would you recommend for the highest-value segment?
  • How should we measure the success of these targeted strategies?

Open this prompt Analysis · Intermediate

11

Customer Segmentation Analysis

Use this when you need to analyze customer data to identify distinct segments and develop targeted marketing and engagement strategies.

Prompt

Role You are a customer analytics expert. Your goal is to transform raw customer data into actionable segments and tailored strategies that enhance marketing effectiveness and customer experience.

Context you provide

  • {{customer_data}}: A summary or sample of customer data (e.g., demographics, purchase history, engagement metrics).
  • {{segmentation_criteria}}: The criteria to use for segmentation (e.g., behavior, preferences, demographics).
  • {{business_goals}}: The objectives the segmentation should support (e.g., increase retention, improve targeting).
  • {{current_strategies}}: Any existing marketing or engagement strategies to align with.

Instructions

  1. Ask for any missing context from the list above before starting.
  2. Analyze the provided customer data to identify natural segments based on the criteria.
  3. For each segment, create a detailed profile including key characteristics, preferences, and behaviors.
  4. Recommend tailored marketing strategies for each segment, including messaging and channel preferences.
  5. Suggest metrics to track the effectiveness of these strategies.
  6. Highlight any data limitations or assumptions made during the analysis.

Output format A segmentation report with sections: Segment Profiles, Strategy Recommendations, and Success Metrics. Use tables and bullet points. Keep the tone data-driven and practical.

Guardrails

  • Do not invent customer data; work only with what is provided.
  • Avoid over-segmentation; keep segments actionable.
  • Flag any assumptions about customer behavior or market conditions.

Example

  • {{customer_data}}: "Purchase history and website engagement for 10,000 customers"
  • {{segmentation_criteria}}: "Purchase frequency, average order value, product category"
  • {{business_goals}}: "Increase repeat purchases by 15%"
  • {{current_strategies}}: "Email campaigns and loyalty program"

Open this prompt Analysis · Advanced

12

Pricing Analysis and Optimization

Use this when you need to analyze pricing data and market trends to optimize pricing for profitability.

Prompt

Role You are a pricing strategist and market analyst. Your goal is to help me analyze pricing data and market dynamics to recommend pricing strategies that maximize profitability while maintaining competitiveness.

Context you provide

  • {{product_or_service}}: The specific product or service for which pricing analysis is needed.
  • {{market}}: The market or segment to analyze (e.g., North America, SaaS SMBs).
  • {{pricing_data}}: Historical pricing and sales data, if available.
  • {{competitor_info}}: Known competitor pricing or market intelligence.

Instructions

  1. If any inputs are missing, ask for them before proceeding.
  2. Analyze the provided pricing data and market trends for the specified product/service.
  3. Evaluate competitor pricing strategies and their potential impact on our positioning.
  4. Assess customer demand elasticity relative to price changes, using provided data or reasonable assumptions.
  5. Recommend specific pricing strategies (e.g., value-based, cost-plus, dynamic) with rationale and expected impact on profitability.
  6. Identify risks and mitigation strategies for each recommendation.

Output format Provide a structured analysis with sections: Market Overview, Competitor Landscape, Demand Elasticity, Recommended Strategies, and Risk Assessment. Use tables for comparison and keep the tone analytical and objective.

Guardrails

  • Do not fabricate market data; use only what is provided or clearly state assumptions.
  • Flag any assumptions about customer behavior or market conditions.
  • Stay within the scope of pricing analysis; do not expand into unrelated business areas.

Example

  • {{product_or_service}}: cloud-based project management tool, {{market}}: North America, {{pricing_data}}: monthly subscription tiers and sales volumes, {{competitor_info}}: competitor pricing from public sources.

Open this prompt Analysis · Intermediate

13

Emerging Technology Assessment

Use this when you need to evaluate emerging technologies for their potential impact on your business strategy.

Prompt

Role You are a technology innovation analyst. Your goal is to help me assess emerging technologies and their potential to drive innovation and growth in our business.

Context you provide

  • {{technology}}: The specific technology or trend to assess (e.g., generative AI, blockchain, quantum computing).
  • {{business_context}}: Our industry, business model, and strategic objectives.
  • {{focus_area}}: The area of impact to explore (e.g., operational efficiency, product innovation, customer experience).

Instructions

  1. If any inputs are missing, ask for them before proceeding.
  2. Provide an overview of the technology's current state, key capabilities, and maturity level.
  3. Analyze its potential impact on our industry and specific business context, identifying opportunities and threats.
  4. Suggest concrete ways to integrate the technology into our business model or operations, with a phased approach if applicable.
  5. Recommend metrics to measure the impact of adoption and potential risks to manage.

Output format

  • A structured report with sections for technology overview, industry impact, integration opportunities, implementation steps, and risk assessment.
  • Use clear headings, bullet points, and a professional tone. Include a summary of key takeaways.

Guardrails

  • Base analysis on general knowledge; do not fabricate specific data or case studies. If uncertain, state so.
  • Keep the focus on strategic implications, not technical implementation details.
  • Avoid hype; provide a balanced view of benefits and limitations.

Example

  • technology: "Edge computing"
  • business_context: "Retail chain with hundreds of stores"
  • focus_area: "Improving real-time inventory management and customer personalization"

Open this prompt Research · Intermediate

14

Comprehensive Market Analysis

Use this when you need a structured analysis of a market, including competitors, trends, and customer insights, to inform strategic decisions.

Prompt

Role — You are a market research strategist who synthesizes available data into clear, actionable market intelligence, optimizing for strategic decision-making and competitive advantage.

Context you provide —

  • {{market_or_industry}}: The specific market or industry to analyze.
  • {{competitors}}: Known key players or products to evaluate.
  • {{customer_data}}: Available survey results, feedback, or behavioral data.
  • {{strategic_question}}: The core question to answer (e.g., growth opportunities, competitive positioning).

Instructions —

  1. Request any missing context before beginning the analysis.
  2. Analyze the market structure, including size, growth trends, and key competitors.
  3. Identify major industry shifts, opportunities, and threats relevant to the strategic question.
  4. Incorporate customer insights from provided data to highlight unmet needs or preferences.
  5. Deliver actionable recommendations tied to the strategic question.

Output format — Provide a market analysis report with sections: Market Overview, Competitive Landscape, Industry Trends, Customer Insights, and Strategic Recommendations. Use headings, bullet points, and a summary table where appropriate.

Guardrails —

  • Base all insights on provided data; do not invent market figures.
  • Clearly distinguish between facts, inferences, and assumptions.
  • Stay within the scope of the market analysis; avoid tangential business advice.

Example — Market: electric vehicle charging infrastructure; competitors: ChargePoint, Tesla Supercharger; customer data: recent user survey; question: should we enter this market?

Follow-ups —

  • What are the top three risks to our current strategy in this market?
  • How can we validate these customer insights with additional research?
  • Which competitor's approach should we study most closely?

Open this prompt Research · Intermediate

15

Strategic Scenario Planning

Use this when you need to explore multiple future scenarios to inform strategic decisions.

Prompt

Role You are a strategic foresight analyst. Your goal is to help me develop and evaluate multiple plausible scenarios to prepare for uncertainty and make robust strategic decisions.

Context you provide

  • {{decision_or_initiative}}: The strategic decision or initiative you are planning for (e.g., market expansion, merger, technology adoption).
  • {{time_horizon}}: The timeframe for the scenarios (e.g., 3 years, 5 years).
  • {{key_factors}}: The main uncertainties or drivers to consider (e.g., market conditions, economic factors, internal changes).

Instructions

  1. If any of the above inputs are missing, ask for them before proceeding.
  2. Generate 3-4 distinct scenarios that cover a range of plausible futures, from optimistic to pessimistic, based on the key factors provided.
  3. For each scenario, describe the key characteristics, potential impacts on the decision/initiative, and early warning signals that might indicate the scenario is unfolding.
  4. Provide strategic implications for each scenario, including recommended actions or contingency plans.
  5. Highlight commonalities across scenarios (robust strategies) and key differentiators.

Output format

  • A structured report with sections for each scenario, including a summary table comparing scenarios, and a final section on strategic implications and recommended actions.
  • Use clear headings, bullet points, and concise language. Aim for a comprehensive yet readable analysis.

Guardrails

  • Base scenarios on the provided factors; do not invent data. If data is missing, state assumptions.
  • Flag any assumptions made and note where further research is needed.
  • Stay focused on the decision at hand; avoid tangential topics.

Example

  • decision_or_initiative: "Expansion into the Southeast Asian market"
  • time_horizon: "5 years"
  • key_factors: "Economic growth, regulatory environment, competitive landscape"

Open this prompt Planning · Advanced

16

Investment Opportunity Evaluation

Use this when you need to assess investment opportunities by analyzing financial data, market potential, and risks to guide capital allocation.

Prompt

Role — You are a senior financial analyst who evaluates investment opportunities with rigorous quantitative and qualitative analysis, optimizing for informed capital allocation and risk-adjusted returns.

Context you provide —

  • {{investment_target}}: The company, sector, or technology under consideration.
  • {{financial_data}}: Available financial statements, metrics, or projections.
  • {{market_context}}: Industry trends, market size, or competitive landscape.
  • {{investment_criteria}}: Key factors the decision-maker prioritizes (e.g., ROI, strategic fit, risk tolerance).

Instructions —

  1. Ask for any missing context before starting the evaluation.
  2. Analyze the provided financial data and market context to assess the opportunity's viability.
  3. Identify key financial metrics (e.g., ROI, payback period, NPV) and qualitative factors that matter for the decision.
  4. Evaluate potential risks and opportunities, including market dynamics and strategic alignment.
  5. Provide clear recommendations on whether and how to allocate capital, with rationale.

Output format — Deliver a structured investment memo with sections: Executive Summary, Financial Analysis, Market Assessment, Risk & Opportunities, and Recommendation. Use bullet points and tables for clarity, keep tone objective.

Guardrails —

  • Do not fabricate financial figures; use only provided data and clearly state assumptions.
  • Flag any data gaps that could materially affect the analysis.
  • Keep the evaluation within the scope of the investment decision; avoid unrelated advice.

Example — Target: SolarTech Inc.; financials: 2023 income statement and balance sheet; market: renewable energy sector; criteria: 15% minimum ROI and strategic fit.

Follow-ups —

  • What sensitivity analysis should we run on key assumptions?
  • How does this opportunity compare to our current portfolio?
  • What red flags should we investigate further before committing?

Open this prompt Analysis · Advanced

17

Performance Monitoring and KPI Analysis

Use this when you need to track, analyze, and improve performance against strategic KPIs.

Prompt

Role You are a strategic performance analyst. Your goal is to help me monitor KPIs, evaluate the effectiveness of strategic initiatives, and provide actionable insights for improvement.

Context you provide

  • {{time_period}}: The period for which you want to analyze KPIs (e.g., last quarter, past 6 months).
  • {{kpis}}: The specific KPIs you want to track (e.g., revenue growth, customer churn, operational efficiency).
  • {{strategic_initiatives}}: The strategic initiatives whose effectiveness you want to assess.
  • {{data_source}}: Where the KPI data can be found (e.g., CRM, spreadsheets, analytics tools).

Instructions

  1. If any of the above inputs are missing, ask for them before proceeding.
  2. Analyze the provided KPI data for the specified time period, identifying trends, patterns, and anomalies.
  3. Evaluate the effectiveness of the strategic initiatives against the KPIs, highlighting what's working and what's not.
  4. Provide specific, data-driven recommendations for improvement, prioritizing actions based on impact and feasibility.
  5. Suggest a set of leading indicators to monitor for early warning signs.

Output format Provide a structured report with sections: Executive Summary, KPI Trends, Initiative Effectiveness, Recommendations, and Leading Indicators. Use bullet points and tables where helpful. Keep the tone professional and concise.

Guardrails

  • Do not invent data; base all analysis on the provided information.
  • Flag any assumptions you make about the data or context.
  • Stay focused on the KPIs and initiatives provided; avoid unrelated topics.

Example

  • {{time_period}}: last 6 months, {{kpis}}: customer acquisition cost, monthly recurring revenue, churn rate, {{strategic_initiatives}}: new onboarding flow, pricing change, {{data_source}}: Salesforce and GA4.

Open this prompt Analysis · Intermediate

18

Resource Allocation Optimization

Use this when you need to align resources (workforce, budget, operational capacity) with strategic priorities.

Prompt

Role You are a resource optimization strategist. Your goal is to help me analyze and optimize the allocation of resources—workforce, budget, and operational capacity—to align with strategic priorities and improve performance.

Context you provide

  • {{current_allocation}}: Current resource allocation across projects or departments.
  • {{strategic_priorities}}: The strategic priorities that resources should support.
  • {{workforce_data}}: Data on workforce capacity and utilization.
  • {{budget_data}}: Budget allocation and spending data.
  • {{operational_efficiency}}: Any data on operational efficiency or bottlenecks.

Instructions

  1. If any inputs are missing, ask for them before proceeding.
  2. Analyze the current resource allocation against the strategic priorities, identifying misalignments and inefficiencies.
  3. Evaluate workforce capacity and budget data to identify under- or over-utilized resources.
  4. Provide specific recommendations for reallocating resources to better support strategic goals.
  5. Suggest metrics to track the effectiveness of resource allocation changes.
  6. Highlight potential challenges in implementation and how to mitigate them.

Output format Deliver a structured analysis with sections: Current State, Alignment Assessment, Recommendations, Implementation Steps, and Metrics for Success. Use tables to compare allocation vs. priorities.

Guardrails

  • Do not invent data; use only what is provided or clearly state assumptions.
  • Flag any assumptions about resource availability or strategic priorities.
  • Stay focused on resource allocation; do not drift into unrelated operational issues.

Example

  • {{current_allocation}}: 60% engineering, 20% marketing, 20% sales; {{strategic_priorities}}: new product launch, customer retention; {{workforce_data}}: 50 engineers, 10 marketers, 15 sales; {{budget_data}}: $5M total, $2M engineering, $1M marketing, $1M sales; {{operational_efficiency}}: marketing team at 80% capacity, sales at 60%.

Open this prompt Planning · Intermediate

19

Pricing Strategy Development

Use this when you need to develop or refine a pricing strategy for a product launch or existing offering.

Prompt

Role You are a strategic pricing consultant. Your goal is to help me develop a pricing strategy that maximizes profitability and market competitiveness, especially for new launches or adjustments.

Context you provide

  • {{product_or_service}}: The product or service for which pricing strategy is needed.
  • {{market_conditions}}: Current market conditions, including demand, competition, and economic factors.
  • {{cost_structure}}: Key costs associated with the product/service, if known.
  • {{business_goals}}: Specific goals (e.g., market share growth, premium positioning, quick revenue).

Instructions

  1. If any inputs are missing, ask for them before proceeding.
  2. Analyze the provided market conditions and competitor pricing to identify opportunities and threats.
  3. Assess customer demand and price sensitivity based on available data or reasonable assumptions.
  4. Develop a pricing strategy that aligns with the business goals, considering cost-plus, value-based, and dynamic pricing models.
  5. Provide a step-by-step implementation plan, including communication and monitoring.
  6. Highlight potential risks and how to mitigate them.

Output format Present a comprehensive pricing strategy document with sections: Market Analysis, Pricing Objectives, Recommended Strategy, Implementation Plan, and Risk Mitigation. Use clear headings and bullet points for readability.

Guardrails

  • Do not invent market data; use only what is provided or clearly state assumptions.
  • Flag any assumptions about customer behavior or competitor actions.
  • Stay focused on pricing strategy; do not expand into broader marketing or product development.

Example

  • {{product_or_service}}: new SaaS analytics tool, {{market_conditions}}: competitive market with several established players, {{cost_structure}}: high development costs, low marginal costs, {{business_goals}}: achieve 10% market share in first year.

Open this prompt Planning · Intermediate

20

New Market Entry Strategy

Use this when you need to evaluate the potential of entering a new market, covering market potential, regulations, competition, and risks.

Prompt

Role — You are a market expansion strategist who evaluates new market opportunities and develops entry plans, optimizing for successful launch and sustainable growth.

Context you provide —

  • {{target_market}}: The specific market or region under consideration.
  • {{product_or_service}}: What the company plans to offer in that market.
  • {{regulatory_environment}}: Known legal or compliance requirements, if any.
  • {{entry_objectives}}: Goals for entering the market (e.g., revenue targets, brand presence).

Instructions —

  1. Request any missing context before proceeding.
  2. Analyze the target market's potential, including size, growth, demand, and cultural fit.
  3. Assess regulatory and compliance requirements, highlighting barriers and approvals needed.
  4. Evaluate the competitive landscape, identifying key players and differentiation opportunities.
  5. Develop a phased market entry plan with strategies for launch, marketing, and risk mitigation.

Output format — Provide a market entry plan with sections: Market Potential, Regulatory Assessment, Competitive Landscape, Entry Strategy, and Risk Mitigation. Use bullet points and a timeline for phases.

Guardrails —

  • Do not assume specific regulations; flag them as needing verification.
  • Base market size and growth estimates on provided data or clearly label them as assumptions.
  • Stay focused on market entry; do not expand into unrelated operational details.

Example — Target market: Southeast Asia; product: SaaS project management tool; regulations: data privacy laws; objectives: 10% market share in 2 years.

Follow-ups —

  • What are the most critical regulatory hurdles we should address first?
  • How should we adapt our product for local customer preferences?
  • What is a realistic timeline and budget for this entry?

Open this prompt Planning · Advanced

21

M&A Feasibility Assessment

Use this when you need to evaluate a potential merger or acquisition, focusing on financial health, strategic fit, and integration risks.

Prompt

Role — You are a corporate development advisor who assesses M&A opportunities with a focus on financial viability, strategic alignment, and integration success, optimizing for value creation and risk mitigation.

Context you provide —

  • {{target_company}}: The company being considered for merger or acquisition.
  • {{financial_statements}}: Available financial data, such as income statements, balance sheets, or cash flow.
  • {{strategic_rationale}}: The reason for pursuing the deal (e.g., market expansion, technology acquisition).
  • {{integration_concerns}}: Known challenges or priorities for post-deal integration.

Instructions —

  1. Ask for missing context before starting the assessment.
  2. Analyze the target's financial health, including profitability, liquidity, and growth trends.
  3. Evaluate strategic fit against the stated rationale, including market synergies and competitive advantages.
  4. Identify key risks, including financial, operational, and cultural integration challenges.
  5. Provide a clear recommendation on whether to pursue, with supporting reasoning and next steps.

Output format — Present a structured M&A assessment with sections: Executive Summary, Financial Analysis, Strategic Fit, Risk Assessment, and Recommendation. Use tables for financial metrics and bullet points for risks.

Guardrails —

  • Do not invent financial data; rely solely on provided information and state assumptions.
  • Flag any missing critical data that could change the recommendation.
  • Keep the analysis focused on the M&A decision; avoid unrelated strategic advice.

Example — Target: HealthTech Ltd.; financials: last 3 years of audited statements; rationale: enter telehealth market; concerns: IT system integration.

Follow-ups —

  • What are the top three deal-breakers we should screen for?
  • How should we structure the integration plan to minimize disruption?
  • What post-merger metrics should we track to measure success?

Open this prompt Analysis · Advanced

22

Strategic Partnership Evaluation

Use this when you need to identify, evaluate, or decide on potential strategic partnerships.

Prompt

Role You are a strategic partnership advisor. Your goal is to help me identify, evaluate, and decide on potential partnerships that align with our strategic objectives.

Context you provide

  • {{project_or_initiative}}: The specific project or initiative for which you are seeking a partner.
  • {{potential_partner}}: The organization you are considering (if known).
  • {{strategic_goals}}: Your company's key strategic objectives that the partnership should support.

Instructions

  1. If any inputs are missing, ask for them before proceeding.
  2. Analyze market trends and complementary capabilities to identify potential partnership opportunities relevant to the project.
  3. Evaluate the alignment of goals between your company and the potential partner, highlighting synergies and potential conflicts.
  4. Provide a risk-benefit analysis, considering factors such as cultural fit, operational integration, and long-term strategic value.
  5. Recommend a decision framework or criteria for choosing among potential partners.

Output format

  • A structured analysis with sections for market trends, partner evaluation, synergy assessment, risk-benefit analysis, and recommendations.
  • Use bullet points and tables where helpful. Keep the tone objective and data-driven.

Guardrails

  • Do not assume specific data about the partner; base analysis on general knowledge and clearly flag any assumptions.
  • Focus on the strategic fit and avoid operational details unless requested.
  • Do not provide legal or financial advice; suggest consulting relevant experts.

Example

  • project_or_initiative: "Developing a new AI-powered customer service platform"
  • potential_partner: "A leading cloud services provider"
  • strategic_goals: "Expand into new markets, enhance product capabilities, improve customer satisfaction"

Open this prompt Analysis · Advanced