aget-review-budget

Review budget allocation, ROI, and resource distribution. Provides financial analysis and optimization recommendations.

Instructions

When this skill is invoked:

1. Gather Budget Data

   • Planned allocation
   • Actual expenditure
   • Time period scope

2. Categorize Expenditures

   • By type (operational, capital, etc.)
   • By department/project
   • By priority

3. Calculate ROI

   • Investment amount
   • Return measurement
   • ROI percentage

4. Variance Analysis

   • Planned vs. actual
   • Significant variances
   • Root causes

5. Optimization Opportunities

   • Cost reduction areas
   • Reallocation suggestions
   • Efficiency improvements

Output Format

markdown
1## Budget Review: [Period/Scope]
2
3### Overview
4
5| Metric | Value |
6|--------|-------|
7| Total Budget | $[X] |
8| Total Spent | $[Y] |
9| Variance | $[Z] ([N]%) |
10| Period | [Date range] |
11
12---
13
14### Expenditure by Category
15
16| Category | Planned | Actual | Variance |
17|----------|---------|--------|----------|
18| [Cat 1] | $[X] | $[Y] | $[Z] |
19| [Cat 2] | $[X] | $[Y] | $[Z] |
20| **Total** | $[X] | $[Y] | $[Z] |
21
22---
23
24### ROI Analysis
25
26| Investment | Cost | Return | ROI |
27|------------|------|--------|-----|
28| [Project 1] | $[X] | $[Y] | [N]% |
29| [Project 2] | $[X] | $[Y] | [N]% |
30
31---
32
33### Variance Analysis
34
35#### Significant Variances
36
371. **[Category]**: $[Amount] ([N]%)
38   - Root cause: [Explanation]
39   - Action: [Recommended response]
40
41---
42
43### Optimization Recommendations
44
451. **[Area]**: [Recommendation]
46   - Potential savings: $[X]
47   - Implementation effort: [Low/Med/High]
48
49---
50
51### Risks
52
53- [Financial risk to monitor]

Constraints

• C1: NEVER fabricate financial data — financial integrity essential
• C2: NEVER make spending decisions — executive reviews, doesn't automate decisions
• C3: NEVER expose sensitive financial details in logs — financial data requires confidentiality

Related

• SKILL-026: aget-review-budget specification
• ONTOLOGY_executive.yaml: Budget, ROI, Delegation concepts
• CAP-EXE-002: Budget Review capability