---
source_id: TASK-FINANCE-001
date: 2026-09-10
owner: Workshop lead
status: assignment
---

# Finance assignment: what does Northstar cost and what do the scenarios mean?

> **Background reference only — not a separate workshop task.** During the
> scheduled workshop, use the Finance step inside E4 instead.

Use only the supplied synthetic sources. Treat filenames such as “final-maybe” as
labels, not approval.

## Use these sources

- `00-brief/`
- `01-customer-and-business/crm-export/opportunities.csv`
- `04-finance/`
- `06-leadership/executive-kpis.csv`
- `07-inbox/inbox-finance@northstar-demo.invalid.md`

## Deliverables

Complete `08-output-templates/budget-summary-template.md` with:

1. a line-by-line comparison of budget v1 and v2;
2. cautious, base, and offensive scenarios with reproducible arithmetic;
3. a list of data-quality risks and unsupported interpretations;
4. a finance comment and recommendation for leadership;
5. the human owner of every unresolved approval or assumption.

Every material number must cite a source ID. Before submission, open each cited
source and repeat the calculation without relying on the AI's arithmetic. Record
one AI suggestion you corrected or rejected and why.

## Stretch

Turn your final prompt sequence into a six-step reusable workflow for checking a
multi-currency programme budget.