INPUT 01
Input 01
Approved financials, budget comparisons and dated programme metrics with definitions
Prepare a nonprofit board meeting pack
Turn approved financial, programme and fundraising records into a board dashboard, decision memo, agenda and specific requests for board members.
Work typeOperations
SetupInstruction-led
ContextWorldwide
Is this the right workflow?
TASK GUIDEA useful fit
Preparing a concise recurring board pack when the organisation has approved records and a clear decision or discussion purpose.
Boundaries and review decisions
The publisher’s one-decision structure, three-month runway trigger, pipeline ratios and advance-send timing are heuristics, not governance requirements. Use the board’s approved rules and thresholds. Do not copy fictional publisher outcomes or infer unrestricted cash from total cash.
Prepare a first draft
Fieldwork preparation plan adapted from the pinned publisher workflow. Read the complete pinned source before use.
The guidance below adds task-specific review limits and replaces silent defaults with explicit supplied context. It is a preparation plan, not a report of an executed skill.
Attribution and reuse
Adapted from Skill Me / Alexander Ouellet’s nonprofit-board-pack. Fieldwork changed the task summary, preparation steps, review limits and starter prompt. Publisher source is MIT licensed; the copyright and permission notice is retained in the linked licence file.
Reconcile the dashboard
Agree reporting dates, metric definitions, restricted funds and actual-versus-budget figures. Label estimates and link each number to an approved source; leave unknowns visible.
Prepare the decision material
Draft options and tradeoffs for the board’s actual decision. Propose routine consent items only where the board rules allow them; flag contested or conflicted items for separate review.
Review the pack and agenda
Name each board ask and date, reconcile narrative claims to the dashboard, and have the authorised owner approve confidentiality, thresholds and circulation.
Fieldwork task guidance updated 2026-10-20. Publisher source inspection remains dated 2026-10-20; independent execution testing has not been performed.
01 / What you bring
REQUIRED INPUTSGather the material before running the prompt. Follow the publisher’s full checklist for the specific task.
INPUT 02
Input 02
Fundraising pipeline and giving records with evidence and confidentiality limits
INPUT 03
Input 03
Meeting purpose, board rules, required decisions, approval owner and distribution timetable
Publisher excerpt: “Builds the nonprofit board meeting pack that produces engagement instead of nodding - a one-page dashboard of finances,…” Source ↗
02 / What you get
EXPECTED OUTPUTA draft board pack with a source-linked dashboard, proposed consent items, decision memo, board asks and matching meeting agenda.
FIRST-TRIAL CHECKLISTNO EXECUTION RESULT CLAIMED
Choose a controlled input
Approved financials, budget comparisons and dated programme metrics with definitions; Fundraising pipeline and giving records with evidence and confidentiality limits; Meeting purpose, board rules, required decisions, approval owner and distribution timetable
Check it before relying on it
Reconcile every dashboard figure to the approved records and have the board secretary check the agenda against the organisation’s rules. Do not distribute the draft or invent impact measures.
Use a small, permitted sample and compare the result with a reviewed baseline. This plan does not claim the publisher’s skill has been run or measured by Fieldwork.
03 / Set it up
Claude: follow the publisher’s Claude or Claude Code installation path. Preserve the complete skill folder and supporting references; configure required tools before trying the prompt.
ChatGPT: manual instruction adaptation. Read the source, supply the required context and files, and configure available tools yourself. This is not a native ChatGPT plugin installation.
STEP 01
Review the complete source
Inspect the pinned source and licence notice before use.
STEP 02
Keep the full workflow
For a compatible Agent Skills host, use the complete folder; for ChatGPT, supply the instruction file manually and use the starter prompt.
STEP 03
Configure your workspace
Provide the named inputs and confirm the task-specific limits before drafting.
STEP 04
Try a reviewable first draft
Review a small permitted sample before applying the workflow to live work.
Compatibility, tools & dependencies
Published as an Agent Skills instruction file for compatible Claude setups. ChatGPT use is a manual prompt/instruction adaptation, not a native installation or publisher-tested execution. No Fieldwork execution test was performed.
Use the organisation’s applicable Australian governance requirements, board rules and reporting definitions. The publisher’s examples and thresholds are not Australian legal requirements.
Named tools: See publisher notes. Actual access depends on your setup.
- The complete pinned SKILL.md and publisher licence notice. No bundled scripts or mandatory external connector in this folder.
- The supplied task evidence and a responsible human reviewer. Optional companion skills are separate, not installed by this listing.
Pinned source and complete folder inspected on 20 October 2026. No installation, script execution or independently measured result.
Public instructions do not imply free access to AI products, apps or APIs.
04 / Your starter prompt
REPLACE THE BRACKETSPinned publisher workflow: https://github.com/SkillMedev/skills/blob/97a13607d669157a4a16d5ba79b77f208319f7b9/skills/nonprofit-board-pack/SKILL.md Task: Prepare a nonprofit board meeting pack. Use the complete source instructions, subject to the task-specific review limits below. Supply: - Approved financials, budget comparisons and dated programme metrics with definitions - Fundraising pipeline and giving records with evidence and confidentiality limits - Meeting purpose, board rules, required decisions, approval owner and distribution timetable First identify missing evidence and ask for it rather than assuming defaults. Use only authorised materials. Preparation sequence: 1. Reconcile the dashboard: Agree reporting dates, metric definitions, restricted funds and actual-versus-budget figures. Label estimates and link each number to an approved source; leave unknowns visible. 2. Prepare the decision material: Draft options and tradeoffs for the board’s actual decision. Propose routine consent items only where the board rules allow them; flag contested or conflicted items for separate review. 3. Review the pack and agenda: Name each board ask and date, reconcile narrative claims to the dashboard, and have the authorised owner approve confidentiality, thresholds and circulation. Return: A draft board pack with a source-linked dashboard, proposed consent items, decision memo, board asks and matching meeting agenda. Review limits: The publisher’s one-decision structure, three-month runway trigger, pipeline ratios and advance-send timing are heuristics, not governance requirements. Use the board’s approved rules and thresholds. Do not copy fictional publisher outcomes or infer unrestricted cash from total cash. First-trial check: Reconcile every dashboard figure to the approved records and have the board secretary check the agenda against the organisation’s rules. Do not distribute the draft or invent impact measures. Separate supplied facts, calculations, assumptions and unresolved questions. Do not invent examples, measured results or access. Return the draft here for human review; do not send, publish, change records or make purchases. If the source or required evidence is unavailable, state the limit. Attribution and reuse: Adapted from Skill Me / Alexander Ouellet’s nonprofit-board-pack. Fieldwork changed the task summary, preparation steps, review limits and starter prompt. Publisher source is MIT licensed; the copyright and permission notice is retained in the linked licence file. Licence: https://github.com/SkillMedev/skills/blob/97a13607d669157a4a16d5ba79b77f208319f7b9/LICENSE Copyright and permission notice: https://findaiskills.com.au/source-licences/skillme-mit.txt
Fieldwork’s starter prompt. Keep the complete publisher workflow and replace the brackets before use.
05 / Before you rely on it
Review the draft before using it
Reconcile every dashboard figure to the approved records and have the board secretary check the agenda against the organisation’s rules. Do not distribute the draft or invent impact measures. The publisher’s one-decision structure, three-month runway trigger, pipeline ratios and advance-send timing are heuristics, not governance requirements. Use the board’s approved rules and thresholds. Do not copy fictional publisher outcomes or infer unrestricted cash from total cash.
- Reconcile every dashboard figure to the approved records and have the board secretary check the agenda against the organisation’s rules. Do not distribute the draft or invent impact measures.
- The publisher’s one-decision structure, three-month runway trigger, pipeline ratios and advance-send timing are heuristics, not governance requirements. Use the board’s approved rules and thresholds. Do not copy fictional publisher outcomes or infer unrestricted cash from total cash.
Read the related practical guide →
This is a source-inspected starting point. Fieldwork has not run-tested this skill or measured time savings.