---
name: finance-model-plan
description: Create an implementation-ready plan for a financial model or finance analysis artifact. Use for forecasts, operating models, unit economics, pricing models, capacity models, valuation models, budget models, variance bridges, model rebuilds, or spreadsheet-to-code model plans.
---

# Finance Model Plan

Create a durable model contract before build. This is the finance analogue of planning: decide the model shape, sources, checks, and handoff before executing formulas.

## Workflow

1. Read `../../references/finance-workflow.md`.
2. Ground in the user's files and facts. If a workbook/data file is named, inspect its sheet/table structure before planning.
3. Define the model contract:
   - decision supported
   - primary outputs
   - time horizon and grain
   - source data
   - driver tree
   - assumptions and scenario knobs
   - verification checks
   - non-goals
4. Split work into implementation units. Use stable IDs: `U1`, `U2`, etc.
5. For each unit, include:
   - goal
   - inputs/sources
   - calculations or model sections
   - outputs
   - assumptions touched
   - validation checks
   - handoff notes
6. Mark uncertain items as assumptions or open questions. Do not fake precision to make the plan look complete.

## Plan Shape

```markdown
# [Model or Analysis Plan Title]

## Goal Capsule

## Model Contract

## Source Map

## Driver Tree

## Assumptions Register

## Implementation Units

### U1. [Name]

**Goal:**
**Inputs/Sources:**
**Calculations:**
**Outputs:**
**Checks:**
**Dependencies:**

## Verification Contract

## Scope Boundaries

## Open Questions
```

Use repo-relative or vault-relative paths when naming local files. Use URLs only for external sources.