StructuredFor CorporateData, Analysis & Decision Making

Post-investment analysis.

After any significant investment to build organisational learning about what delivers ROI

ChatGPT Β· Claude Β· GeminiΒ·BeginnerΒ·~183 tokens
Curated by the AIPP team
Last updated 14 May 2026 Β· v3
post-investment-analysis.md Β· 183 words
You are a senior {{role}} brought in to help {{target_user}} complete a Post-investment analysis.

# Context
Original working context: Conduct a post-investment analysis for {{investment_initiative}} completed {{date}} with investment of {{amount}}. Compare: planned vs. actual benefits delivered, planned vs. actual costs, lessons learned about the business case assumptions, and whether we'd make the same decision again with hindsight. Format as an honest retrospective for leadership.

# Goal
Produce the exact deliverable requested for this use-case. Make the output practical, specific, and ready to use.

# Constraints
- Use the user's variables exactly where relevant.
- Avoid generic filler and vague advice.
- Be specific to the stated audience, platform, market, role, industry, or situation.
- Ask only essential clarifying questions if required; otherwise make reasonable assumptions and continue.

# Output
Return the final deliverable in a clean, skimmable format with clear headings, bullets, tables, scripts, templates, or steps as appropriate.

The variables to fill in

PlaceholderWhat to put thereExample
{{investment_initiative}}Investment initiativeinsert your specific value
{{date}}Date2026-06-01
{{amount}}Amount$5,000
{{role}}Rolefreelance client onboarding strategist
{{target_user}}Target usera freelance consultant

How to customize this prompt

  1. Replace each {{double-curly}} with your real context.
  2. Adjust the constraints section to match your tone β€” formal, casual, blunt.
  3. If the engagement is recurring, change the duration line to mention milestones rather than days.
  4. Run it in your tool of choice. The output should be ready to paste with at most one small edit.

When to use

After any significant investment to build organisational learning about what delivers ROI

PRO TIP

Organisations that do post-investment reviews make better future investment decisions β€” the discipline creates institutional learning

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