Driver research to scenario memo to model checklist

Combine macro data, internal drivers, and AI drafting to create a scenario memo that can be reviewed before model changes.

Tool

FRED -> Excel -> Claude.ai

Open tool

Best for

Analysis & Decisions

Free

Setup

1.5 hrs

One-time setup estimate

Workflow

1Collect the source material for "Build forecast scenario packs" before opening the tool.
2Run the starter prompt in FRED -> Excel -> Claude.ai and paste in the real context.
3Review the output for accuracy, tone, names, numbers, and policy-sensitive details.
4Save the improved prompt or checklist so the next run takes less time.

Inputs you need

- Financial Analyst
- Build forecast scenario packs
- Examples, notes, files, or customer context for this task
- Your preferred tone, constraints, and final format

Expected output

- Driver research to scenario memo to model checklist
- A usable draft or workflow for build forecast scenario packs
- A repeatable prompt you can improve after each run

Ready-to-copy asset

Starter prompt

Create a scenario forecast packet.
Internal drivers: [PASTE]
External data: [PASTE]
Return: scenario assumptions, evidence table, model input checklist, sensitivity questions, and risks. Mark all assumptions as draft until finance lead approval.

Caveats

- Do a human review before sending, publishing, filing, or making a decision.
- Verify numbers, names, claims, citations, and compliance-sensitive details.
- AI drafts. You decide. Final responsibility is yours.

Measurable value

3.8 hrs saved per run

Before: 5 hrs. After: 1.3 hrs.

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