fm-2-plan

What problem does it solve?

This Skill eliminates the risk of disorganized, error-prone financial model builds by providing a structured, guided planning phase that ensures best-practice sheet structure, correct data flow, and proactive mitigation of common pitfalls before any formulas are written.

Core Features & Use Cases

• Type-Tailored Sheet Structure: Recommends optimal sheet skeletons for 13 supported financial model types (3-statement, project finance, budget, DCF valuation, etc.) instead of generic one-size-fits-all layouts, with complexity-based adjustments.
• Visual Data Flow Mapping: Generates clear Mermaid diagrams of data movement between sheets and enforces the "no shortcuts" rule to keep financial statements accurate and easy to audit.
• Proactive Risk Mitigation: Flags commonly missed assumptions and model-type-specific pitfalls (e.g., circular references in project finance, clawback logic in commission models) to prevent costly rework later in the build process.
• Use Case: For a SumProduct project finance model build, this Skill walks the user through defining the correct sheet skeleton, mapping cash flow between calculations, debt, and financial statement sheets, and highlighting construction phase pitfalls to avoid before any modeling work begins.

Quick Start

Use the fm-2-plan skill to create a complete structured blueprint for your new 3-statement corporate financial model, including sheet layout, data flow diagrams, and a prioritized list of common pitfalls to avoid.