Budget planning workshop

Prepare a small-team budget workshop from authorised figures and explicit assumptions.

Workflow

  1. Step 1: ChatGPT

    Organise supplied authorised figures into questions and assumptions, not advice.

    Notes: Hand worksheet to finance owner.

    Handoff: Pass this output to the next step.

  2. Step 2: Claude

    Identify missing inputs and scenario risks without fabricating forecasts.

    Notes: Hand caveats to workshop lead.

    Handoff: Pass this output to the next step.

  3. Step 3: Notion AI

    Record decisions, owners, and next review date.

    Notes: Hand action log to leadership.

    Handoff: Keep this as a final deliverable.