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fm-1-scope

Capture complete financial model requirements through structured multi-round scoping conversations.

1|Updated Jun 12, 2026
Search Tags:#scoping#requirements gathering#effort estimation#3-statement model#project finance#financial modelling#model quoting
One-click install
npx skills add https://github.com/Sampi314/Sam-Plugin-Marketplace --skill fm-1-scope
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fm-1-scope
Source: https://github.com/Sampi314/Sam-Plugin-Marketplace/tree/main/Financial%20Modelling/skills/fm-1-scope
Command: npx skills add https://github.com/Sampi314/Sam-Plugin-Marketplace --skill fm-1-scope

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Building financial models without structured scoping leads to missed requirements, costly rework, and deliverables that fail to meet stakeholder decision-making needs, especially for complex industry-specific models.

Core Features & Use Cases

  • Interactive Multi-Round Requirements Gathering: Conducts tailored conversations to capture business context, model purpose, audience, and decision needs, avoiding generic one-size-fits-all questioning.
  • Industry-Specific Guidance: Suggests standard revenue drivers, cost structures, key metrics, and common pitfalls for 9 industries (mining, energy, real estate, SaaS, etc.) the user may not have considered.
  • Effort Estimation & Quoting: Optional sub-skill that calculates build time, QA hours, and fee ranges based on model complexity, section count, and applicable multipliers.
  • Use Case: A user building a project finance model for a renewable energy asset can get guided questions about PPA terms, CapEx scheduling, and debt sculpting, plus a realistic time and cost estimate before starting construction.

Quick Start

Tell the skill you need to scope a new financial model for your renewable energy project, and it will guide you through a structured conversation to capture all requirements and provide an effort estimate if requested.

Frequently Asked Questions about fm-1-scope

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I scope requirements for a project finance model before starting the build?▼

To scope requirements for a project finance model, interactive requirements gathering captures business context, model purpose, audience, and decision needs, providing industry-specific guidance on revenue drivers and cost structures.

What is the best way to estimate effort and quoting for financial modelling projects?▼

Estimating effort for financial modelling uses model complexity, section count, and applicable multipliers to calculate build time, QA hours, and fee ranges, ensuring realistic project quoting before construction begins.

Can I get industry-specific guidance for building a 3-statement corporate model?▼

Industry-specific guidance supports 9 verticals including mining, energy, real estate, and SaaS, suggesting standard revenue drivers, cost structures, key metrics, and common pitfalls for your 3-statement corporate model.

Does structured scoping support different financial model types like LBO and valuation models?▼

Structured scoping supports 13 model types including 3-statement corporate models, project finance, budgets, valuations, M&A/LBO, and operational models, ensuring models meet stakeholder and regulatory requirements.

Why does financial model building require multi-round requirements gathering?▼

Financial model building requires multi-round requirements gathering to avoid generic one-size-fits-all questioning, ensuring complete validated requirements are captured upfront to prevent missed requirements and deliverables that fail stakeholder decision-making needs.

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