fm-3-design

What problem does it solve?

This Skill solves the critical problem of inconsistent, un-auditable financial models caused by ad-hoc formatting and layout decisions during the build phase. Without standardized, pre-defined formatting specifications, financial models lack uniform cell styles, named ranges, and structural conventions, leading to rework, calculation errors, and failed internal or client audits.

Core Features & Use Cases

• Comprehensive Formatting Specification: Defines all required formatting standards including 41 SumProduct-standard cell styles, named range naming conventions, number format registries, data validation rules, conditional formatting logic, column width layouts, freeze pane rules, and heading staircase patterns.
• Automated Starter Workbook Generation: Includes an idempotent Python script that produces a pre-configured .xlsx template with all standard styles, skeleton sheets, named ranges, and structural conventions already applied, eliminating hours of manual setup work for each new model.
• Use Case: A SumProduct financial analyst building a new standalone DCF valuation model can use this Skill to generate a compliant starter workbook and structured design.md spec in minutes, ensuring the final model follows all team formatting standards for readability, maintainability, and auditability.

Quick Start

Use the fm-3-design skill to generate a compliant starter workbook and formatting specification for your new SumProduct financial model by running the build template script and documenting any model-specific formatting deltas in the design.md output.