The Budget Blueprint takes historical figures and strategic priorities and turns them into a structured financial plan: a cost breakdown by category and month, an allocation by priority, three fully calculated scenarios, and a monitoring framework that keeps the plan from disappearing into a drawer once it is finished. It is built for controlling, department heads and management who want to make a budget decision on numbers rather than gut feeling, for example when planning marketing, IT or headcount for a quarter or a fiscal year.
\nIt combines bottom-up data (actual spending, prior-year figures) with top-down input (strategic priorities, budget range) and delivers a best case, a base case and a worst case instead of a single figure. This makes visible how well the plan withstands assumptions that may still change.
\nThe limitation: the blueprint does not replace accounting or an audit. It structures the planning data you give it, it does not check that data against your bookkeeping, and it does not know your contractual commitments. Where assumptions carry the numbers, for example growth rates or seasonality, they must be clearly marked as an assumption in the output, not presented as a verified figure.
\n" }, { "id": "skill-text", "title": "Skill Text", "html": "Copy the prompt below in full into your AI tool. As a file: budget-geruest.en.json
\n" } ], "schritte": [ { "nr": 1, "titel": "Provide the planning data", "beschreibung": "Time period, budget range, cost categories and priorities are provided.", "rolle": "mensch" }, { "nr": 2, "titel": "Create the cost breakdown", "beschreibung": "All cost categories are captured and broken down by month.", "rolle": "automatisch" }, { "nr": 3, "titel": "Allocate the budget", "beschreibung": "The distribution follows the strategic priorities across areas and periods.", "rolle": "automatisch" }, { "nr": 4, "titel": "Calculate the scenarios", "beschreibung": "Best case, base case and worst case are calculated with different assumptions.", "rolle": "automatisch" }, { "nr": 5, "titel": "Define the monitoring framework", "beschreibung": "KPIs, review cadence and escalation thresholds are set.", "rolle": "automatisch" }, { "nr": 6, "titel": "Budget plan", "beschreibung": "The complete financial plan with cost breakdown, scenarios and monitoring KPIs is ready.", "rolle": "ergebnis" } ], "herausgeber": "Voyage Digital", "version": "2.0", "stand": "2026-07-27", "umsetzung": [ { "titel": "Set up the skill", "text": "The skill text is copied into the chosen AI tool. The planning period, budget range and cost categories are provided first." }, { "titel": "Add historical data", "text": "Prior-year budget and actual spending are added where available. This makes the cost breakdown considerably more concrete." }, { "titel": "Discuss the scenarios with the team", "text": "The three calculated scenarios are discussed with the team, and assumptions are refined iteratively." } ], "zutaten": [ "Planning period", "Budget range", "Cost categories", "Strategic priorities" ], "beispielSzenario": "For the third-quarter marketing budget, last year's figure stands at 120,000 euros. This year is set to grow by 15 percent, with 30 percent of that growth earmarked for a new product campaign. From these figures comes a cost breakdown by category such as content, ads, events and tools, a distribution of the budget across the individual months, three fully calculated scenarios and a set of KPIs for the monthly review.", "eingaben": [ { "feld": "Planning period (quarter, half year, fiscal year)", "pflicht": true }, { "feld": "Budget range (total budget or target figure)", "pflicht": true }, { "feld": "Cost categories (personnel, marketing, IT etc.)", "pflicht": true }, { "feld": "Historical data (prior-year budget, actual spending)", "pflicht": false }, { "feld": "Strategic priorities and assumptions", "pflicht": true }, { "feld": "One-off investments or seasonality", "pflicht": false } ], "ausgabe": "An executive summary with the total budget and core allocation, a detailed cost breakdown by category and month, an allocation plan by priority, a scenario analysis with three cases, a transparent list of assumptions and risks, and a monitoring framework with KPIs and a review cadence.", "prompt": "# ROLE AND MANDATE\nYou act as the sparring partner for budget planning: turning raw figures and strategic calls into a solid financial plan with three fully worked scenarios, not just a cost table. Address the person planning the budget in a professional, courteous tone throughout. A budget is a steering instrument to you, not mere cost recording: you combine bottom-up facts such as actual spending and prior-year figures with top-down input such as priorities and the budget range, you leave room for adjustments during the year, and you treat the link to the wider company strategy as a given, not an afterthought.\n\nTwo boundaries apply without exception:\n- You do not replace accounting or an audit. You work only with the planning data you are given; there is no reconciliation against the bookkeeping and no knowledge of contractual commitments.\n- When an assumption carries a figure, for example a growth rate or seasonality, mark it unmistakably as an assumption in the result. An estimate must never read like a verified number.\n\n# WHAT YOU NEED\nRequired information, without which no plan can be built:\n- Planning period, e.g. quarter, half year or fiscal year\n- Budget range as a total figure or a target\n- Cost categories, e.g. personnel, marketing or IT\n- Strategic priorities and the assumptions behind them\n\nHelpful when available:\n- Historical data such as prior-year budget and actual spending; it sharpens every figure\n- One-off investments or seasonal swings\n\nIf a required item is missing, ask for it specifically before you start calculating.\n\n# HOW YOU WORK\nFive steps carry the raw input through to the finished plan.\n\n**Step 1, order the goals and the frame.** Pull the strategic goals, the planning period and the budget range out of the input and rank them before touching any numbers.\n\n**Step 2, build the cost breakdown.** Capture every named cost category alongside the historical comparison figures and break the result down by month.\n\n**Step 3, allocate the budget.** Assign the funds to areas and time periods according to the stated priorities, not by even split.\n\n**Step 4, work through the scenarios.** Calculate a best case, a base case and a worst case, each with its own assumptions, and flag every load-bearing assumption individually and visibly.\n\n**Step 5, set the monitoring.** Fix the KPIs, a review cadence and escalation thresholds, and document assumptions and risk factors openly in the text.\n\n# WHAT YOU DELIVER\nA complete budget plan with six parts, in this order:\n1. Executive summary with the total budget and core allocation\n2. Cost breakdown, detailed by category and month\n3. Allocation plan showing the distribution across areas and priorities\n4. Scenario analysis with best case, base case and worst case\n5. List of assumptions and risks, kept separate from verified figures\n6. Monitoring framework with KPIs, review cadence and escalation thresholds\n\n# BEFORE YOU HAND IT OVER\nCheck the finished plan against these six points:\n- Every named cost category appears in the breakdown, with a figure behind it.\n- Anyone reading the priorities recognizes them in the allocation, not only in the opening.\n- No scenario stays a sketch: best, base and worst case are all three fully calculated.\n- Assumptions are marked as such in the text and never blended with verified figures.\n- The plan names concrete KPIs and a clear review cadence, not vague intentions.\n- The sum of the line items actually adds up to the stated total budget, traceable in every category.\n\n# CONVERSATION OPENER\nHello. Where should we start: the period, the budget range and the cost categories in question? Also tell me which priorities should guide the distribution, and I will build you a complete financial plan with three scenarios and a monitoring section.", "einrichtung": { "intro": "Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.", "plattformen": [ { "plattform": "ChatGPT", "anbieter": "OpenAI", "schritte": [ "Copy the skill text above using the copy button.", "Click your profile picture and select \"Skills\".", "Click \"Create skill\" and paste the copied text as the instruction.", "Adjust inputs, outputs and format where your case requires it.", "Save the skill. It is available in all chats from that point on." ], "doku": { "label": { "de": "OpenAI Dokumentation: Skills in ChatGPT", "en": "OpenAI documentation: Skills in ChatGPT" }, "url": "https://help.openai.com/de-de/articles/20001066-skills-in-chatgpt" } }, { "plattform": "Claude", "anbieter": "Anthropic", "schritte": [ "Copy the skill text above using the copy button.", "Open claude.ai and go to \"Skills\" in your profile.", "Create a new skill and paste the copied text as the instruction.", "The skill works in claude.ai, in Claude Code and through the API.", "Available on the Pro, Max, Team and Enterprise plans." ], "doku": { "label": { "de": "Anthropic Dokumentation: Benutzerdefinierte Skills erstellen", "en": "Anthropic documentation: Creating custom skills" }, "url": "https://support.claude.com/de/articles/12512198-benutzerdefinierte-skills-erstellen" } }, { "plattform": "Copilot Studio", "anbieter": "Microsoft", "schritte": [ "Copy the skill text above using the copy button.", "Open Copilot Studio and create a new agent.", "Paste the copied text as the instruction.", "Connect knowledge sources and tools where needed.", "Publish the agent for yourself or for your organisation." ], "doku": { "label": { "de": "Microsoft Dokumentation: Einen Agent erstellen und bereitstellen", "en": "Microsoft documentation: Create and deploy an agent" }, "url": "https://learn.microsoft.com/de-de/microsoft-copilot-studio/fundamentals-get-started" } }, { "plattform": "Langdock", "anbieter": null, "schritte": [ "Copy the skill text above using the copy button.", "Open the sidebar and click \"Add skill\".", "Paste the copied text directly as the instruction.", "Connect the skill to integrations such as Gmail or Slack where needed.", "Save the skill and release it for yourself or your team." ], "doku": { "label": { "de": "Langdock Dokumentation: Skills", "en": "Langdock documentation: Skills" }, "url": "https://docs.langdock.com/de/product/chat/skills" } } ] }, "itemIcon": "wallet", 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result into clear visualizations and an impact-ranked list of possible actions.", "domaene": "Daten, Analytics & Finanzen", "itemIcon": "bar-chart-3" }, { "slug": "produktfeedback-analyst", "category": "assistent", "name": "The Product Feedback Analyst", "teaser": "Analyzes scattered customer feedback from reviews, support tickets and surveys, and turns it into a prioritized product action plan.", "domaene": "Daten, Analytics & Finanzen", "itemIcon": "package-search" }, { "slug": "google-analytics", "category": "tool", "name": "Google Analytics", "teaser": "Google Analytics is Google's event-based web and app analytics tool (GA4) for evaluating traffic, user behavior, funnels, and campaigns, with a paid enterprise tier, Analytics 360.", "domaene": "Daten, Analytics & Finanzen", "logoFile": "google-analytics.svg", "logoEinzug": 1 }, { "slug": "posthog", "category": "tool", "name": "PostHog", "teaser": "PostHog is a product analytics platform that combines events, feature flags, session 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