aget-framework/aget-review-budget
.claude/skills/aget-review-budget/SKILL.md
Review budget allocation and ROI
tools
Updated Apr 16, 2026
$ install --global
skillsauthnpx skillsauth add aget-framework/template-executive-aget aget-review-budgetInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: Apr 16, 2026, 5:34 PM4.7s1 file scanned
SKILL.md
- name:
- aget-review-budget
- description:
- Review budget allocation and ROI
- archetype:
- executive
aget-review-budget
Review budget allocation, ROI, and resource distribution. Provides financial analysis and optimization recommendations.
Instructions
When this skill is invoked:
-
Gather Budget Data
- Planned allocation
- Actual expenditure
- Time period scope
-
Categorize Expenditures
- By type (operational, capital, etc.)
- By department/project
- By priority
-
Calculate ROI
- Investment amount
- Return measurement
- ROI percentage
-
Variance Analysis
- Planned vs. actual
- Significant variances
- Root causes
-
Optimization Opportunities
- Cost reduction areas
- Reallocation suggestions
- Efficiency improvements
Output Format
## Budget Review: [Period/Scope]
### Overview
| Metric | Value |
|--------|-------|
| Total Budget | $[X] |
| Total Spent | $[Y] |
| Variance | $[Z] ([N]%) |
| Period | [Date range] |
---
### Expenditure by Category
| Category | Planned | Actual | Variance |
|----------|---------|--------|----------|
| [Cat 1] | $[X] | $[Y] | $[Z] |
| [Cat 2] | $[X] | $[Y] | $[Z] |
| **Total** | $[X] | $[Y] | $[Z] |
---
### ROI Analysis
| Investment | Cost | Return | ROI |
|------------|------|--------|-----|
| [Project 1] | $[X] | $[Y] | [N]% |
| [Project 2] | $[X] | $[Y] | [N]% |
---
### Variance Analysis
#### Significant Variances
1. **[Category]**: $[Amount] ([N]%)
- Root cause: [Explanation]
- Action: [Recommended response]
---
### Optimization Recommendations
1. **[Area]**: [Recommendation]
- Potential savings: $[X]
- Implementation effort: [Low/Med/High]
---
### Risks
- [Financial risk to monitor]
Constraints
- C1: NEVER fabricate financial data — financial integrity essential
- C2: NEVER make spending decisions — executive reviews, doesn't automate decisions
- C3: NEVER expose sensitive financial details in logs — financial data requires confidentiality
Related
- SKILL-026: aget-review-budget specification
- ONTOLOGY_executive.yaml: Budget, ROI, Delegation concepts
- CAP-EXE-002: Budget Review capability
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