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# Customization Guide
Learn how to adapt PM Claude Skills to match your company's specific processes and standards.
## Why Customize?
Every company has different:
- Document formats and templates
- Communication styles
- Approval processes
- Tools and systems
- Terminology and jargon
These Skills are designed as starting points. Customizing them ensures Claude produces outputs that match YOUR standards, not generic ones.
## What Can Be Customized
### 1. Document Structure
- Section order and naming
- Required vs. optional sections
- Level of detail
### 2. Formatting & Style
- Tone (formal vs. casual)
- Length preferences
- Visual elements (tables, bullets, etc.)
### 3. Process & Workflow
- Approval steps
- Stakeholder requirements
- Tool integrations
### 4. Terminology
- Company-specific terms
- Product names
- Team names and roles
### 5. Examples
- Your actual past documents (anonymized)
- Company-specific scenarios
- Real data formats
## How to Customize a Skill
### Step 1: Download the Skill
1. Navigate to the skill folder (e.g., `skills/prd-template`)
2. Download the `SKILL.md` file
3. Open in any text editor
### Step 2: Understand the Structure
Every `SKILL.md` has two parts:
```markdown
---
name: skill-name
description: When Claude should use this skill
---
# Skill Content
[Instructions for Claude]
```
**Frontmatter** (between `---`):
- `name`: The skill identifier (keep unchanged)
- `description`: When to trigger this skill (customize if needed)
**Body** (after `---`):
- Instructions Claude follows
- Templates and formats
- Examples
### Step 3: Make Your Changes
Edit the body to match your needs. Here are common customizations:
## Common Customizations
### Example 1: Customize PRD Template
**Change the section structure:**
Original:
```markdown
### 1. Overview
- Problem Statement
- Proposed Solution
- Success Metrics
```
Your Company's Format:
```markdown
### 1. Executive Summary
- Business Objective
- Customer Problem
- Proposed Solution
- Success Criteria (OKRs)
```
**Add company-specific requirements:**
```markdown
### Company-Specific Requirements
**Compliance:**
- GDPR compliance assessment
- Security review sign-off
- Legal approval required
**Stakeholders to Consult:**
- Engineering Lead (architecture)
- Design Director (UX)
- Security Team (if handling PII)
```
**Add your actual template:**
```markdown
## Your Company PRD Template
Use this exact structure:
# [Feature Name] - Product Requirements
## 1. Executive Summary (Max 1 page)
[Your specific requirements]
## 2. Customer Research
[Your specific requirements]
[Continue with your actual template]
```
### Example 2: Customize Stakeholder Updates
**Match your metrics:**
Original:
```markdown
| Metric | Current | Target | Trend | Status |
```
Your Company:
```markdown
| OKR | Progress | Goal | Confidence | Owner |
```
**Add your status indicators:**
```markdown
**Status Levels:**
- 🟢 On Track: >90% confidence in hitting goals
- 🟡 At Risk: 60-90% confidence, mitigation needed
- 🔴 Off Track: <60% confidence, escalation required
- ⚪ Not Started: Work hasn't begun
```
**Match your communication style:**
If your executives prefer different tone:
```markdown
## Communication Style
**Tone**: Data-driven and factual (no marketing language)
**Length**: Maximum 5 bullets per section
**Focus**: Always lead with customer impact, then business metrics
**Avoid**: Jargon, acronyms without explanation
```
### Example 3: Customize Meeting Notes
**Add your tools:**
```markdown
### Action Item Format
Use our Jira/Asana/Monday format:
- [ ] **[JIRA-123] [Action item]** - @Owner - Due: [Date] - Priority: [High/Med/Low]
```
**Add your meeting types:**
```markdown
### Sprint Retrospective Notes
**What Went Well:**
- [List items]
**What Didn't Go Well:**
- [List items]
**Action Items:**
- [Improvements to implement]
**Team Morale:** [Score 1-10]
```
### Example 4: Add Domain-Specific Context
For SaaS PM:
```markdown
## SaaS Metrics Context
When analyzing metrics, always include:
- MRR/ARR impact
- Churn rate implications
- CAC payback impact
- NRR (Net Revenue Retention) effect
```
For B2B PM:
```markdown
## Enterprise Sales Context
When writing features, consider:
- Enterprise security requirements
- Compliance needs (SOC2, GDPR, HIPAA)
- Multi-tenant implications
- Admin controls needed
```
## Advanced Customization
### Adding Examples from Your Company
The most powerful customization: add YOUR actual examples.
```markdown
## Example PRD from Our Company
Here's how we documented our last major feature:
[Paste anonymized version of your actual PRD]
Key elements to notice:
- How we structured the problem statement
- Level of technical detail
- How we documented success metrics
```
### Adding Your Tools & Systems
```markdown
## Our Tech Stack References
When mentioning systems, use our actual names:
- Internal tool for analytics: "DataHub"
- Our design system: "Atlas"
- Our API gateway: "Gateway Pro"
Always link to relevant docs:
- PRD templates: [internal wiki link]
- User research database: [internal link]
- Product metrics dashboard: [internal link]
```
### Adding Your Processes
```markdown
## Our Approval Process
Every PRD must be reviewed by:
1. Engineering Lead (technical feasibility)
2. Design Lead (UX implications)
3. Product Director (strategic alignment)
4. Security (if handling sensitive data)
Include sign-off section:
### Approvals
- [ ] Engineering: [Name] - [Date]
- [ ] Design: [Name] - [Date]
- [ ] Product: [Name] - [Date]
- [ ] Security: [Name] - [Date] (if applicable)
```
## Testing Your Customizations
After customizing:
1. **Package the updated Skill** (see [Installation Guide](installation.md))
2. **Remove the old version** from Claude
3. **Upload the new version**
4. **Test with real examples**
Test prompts:
- Use actual requests you'd make
- Try edge cases
- Verify outputs match your expectations
## Iteration Process
Skills improve through iteration:
1. **Use the Skill** in real work
2. **Notice issues** or improvements
3. **Update SKILL.md**
4. **Re-upload**
5. **Test again**
Keep a "changelog" in your Skill:
```markdown
## Changelog
### v1.2 (Jan 25, 2026)
- Added security review requirement
- Changed metric names to match company OKRs
- Added example from Q4 2025 project
### v1.1 (Jan 15, 2026)
- Updated to match new PRD template
- Added stakeholder approval section
### v1.0 (Jan 1, 2026)
- Initial version
```
## Best Practices
### ✅ Do:
- Start with small changes
- Test thoroughly before sharing with team
- Use real examples from your company
- Document what you changed and why
- Version your Skills
### ❌ Don't:
- Make the Skill too prescriptive (keep some flexibility)
- Include sensitive/proprietary information
- Assume one format works for all scenarios
- Over-customize before testing the default
## Sharing Customized Skills
### Within Your Team
For Team/Enterprise plans:
1. Customize and test individually
2. Share with 2-3 teammates for feedback
3. Iterate based on feedback
4. Have admin upload to organization library
5. Document any team-specific conventions
### Contributing Back
If your customization would help others:
1. Remove company-specific details
2. Generalize the improvements
3. Submit a Pull Request
4. Include explanation of why the change helps
## Templates for Common Customizations
### Add Company Values
```markdown
## Our Company Values
When writing any document, reflect these values:
- **Customer-First**: Always lead with customer impact
- **Data-Driven**: Include quantitative backing
- **Bias for Action**: Propose concrete next steps
- **Transparent**: Be honest about risks and unknowns
```
### Add Regulatory Requirements
```markdown
## Regulatory Considerations
For any feature involving [X], include:
- GDPR compliance assessment
- Data retention policy
- User consent requirements
- Right to deletion implementation
```
### Add Workflow Integrations
```markdown
## Integration with Our Tools
When creating action items:
- Format for Jira: [TEAM-###] Action
- Tag relevant Slack channels: #product, #engineering
- Link to relevant Notion pages
- Add to project board: [Board link]
```
## Need Help?
- 💬 [Ask in Discussions](https://github.com/yourusername/pm-claude-skills/discussions)
- 📧 Email: your-email@example.com
- 🐛 [Report issues](https://github.com/yourusername/pm-claude-skills/issues)
## Next Steps
- [Create Your Own Skills](creating-skills.md)
- [Troubleshooting Guide](troubleshooting.md)
- [Back to Installation](installation.md)
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# Installation Guide
Complete guide to installing and using PM Claude Skills.
## Prerequisites
### Required
- **Claude Account**: Pro, Team, or Enterprise plan
- **Code Execution**: Must be enabled (see below)
- **Access**: claude.ai, Claude Code, or API access
### Check Your Account Type
1. Go to [claude.ai](https://claude.ai)
2. Click your profile in bottom-left
3. See "Claude Pro" / "Claude Team" / "Claude Enterprise"
If you have Free plan: Skills are not available. [Upgrade here](https://claude.ai/upgrade)
## Step 1: Enable Code Execution
Skills require Code Execution to be enabled.
1. Go to claude.ai
2. Click profile icon (bottom-left)
3. Click **Settings**
4. Click **Features**
5. Toggle on **"Code Execution and File Creation"**
6. Click **Save**
![Enable Code Execution](../assets/enable-code-execution.png)
## Step 2: Download Skills
### Option A: Download Individual Skills (Recommended)
1. Navigate to the skill you want (e.g., [`skills/prd-template`](../skills/prd-template))
2. Click the skill folder
3. Download the `SKILL.md` file
4. If there are other files in the folder, download those too
### Option B: Clone the Entire Repository
```bash
git clone https://github.com/yourusername/pm-claude-skills.git
cd pm-claude-skills
```
### Option C: Download Pre-packaged Skills (When Available)
Check the [Releases](https://github.com/yourusername/pm-claude-skills/releases) page for `.skill` files ready to upload.
## Step 3: Package the Skill
Skills must be packaged as `.skill` files (which are just renamed .zip files).
### On Mac/Linux:
```bash
# Navigate to the skill folder
cd pm-claude-skills/skills/prd-template
# Create a zip of the folder contents
zip -r prd-template.skill .
# Move it somewhere convenient
mv prd-template.skill ~/Downloads/
```
### On Windows:
1. Navigate to the skill folder (e.g., `skills/prd-template`)
2. Select all files inside the folder
3. Right-click → "Send to" → "Compressed (zipped) folder"
4. Rename from `.zip` to `.skill`
### Important Notes:
- ⚠️ The `.skill` file should contain the files directly, NOT a parent folder
- ✅ Correct: `prd-template.skill` contains `SKILL.md` at root
- ❌ Wrong: `prd-template.skill` contains `prd-template/SKILL.md`
## Step 4: Upload to Claude
1. Go to [claude.ai](https://claude.ai)
2. Click your profile icon (bottom-left)
3. Click **Settings**
4. Click **Skills** in the left sidebar
5. Click **Upload Skill** button
6. Select your `.skill` file
7. Wait for "Skill uploaded successfully"
![Upload Skill](../assets/upload-skill.png)
That's it! The Skill is now available.
## Step 5: Test the Skill
Start a new conversation and test:
**For PRD Template:**
> "Help me write a PRD for a mobile app onboarding feature"
**For Meeting Notes:**
> "Create meeting notes from this discussion: [paste transcript]"
**For Stakeholder Update:**
> "Create a stakeholder update for our Q1 progress"
Claude should automatically recognize when to use the Skill and apply it.
## Verification
To verify a Skill is installed:
1. Go to Settings → Skills
2. You should see your uploaded Skills listed
3. Each Skill shows:
- Name
- Description
- Date uploaded
## Managing Skills
### View Installed Skills
Settings → Skills → See all installed Skills
### Remove a Skill
Settings → Skills → Click skill → Click "Remove"
### Update a Skill
1. Remove the old version
2. Upload the new version
### Disable a Skill Temporarily
Currently not possible - you must remove and re-upload
## Troubleshooting
### "Code Execution must be enabled"
- Go to Settings → Features → Enable "Code Execution and File Creation"
### "Invalid skill file"
- Make sure you're uploading a `.skill` file (renamed .zip)
- Ensure SKILL.md has proper frontmatter (see [Creating Skills](creating-skills.md))
- Check that files are at root level, not in a subfolder
### "Skill uploaded but not working"
- Try starting a new conversation
- Make sure your request matches the Skill's description triggers
- Check that the Skill's frontmatter `description` field is clear
### Skill triggers at wrong times
- The `description` field controls when Skills trigger
- Edit SKILL.md to make triggers more specific
- Re-package and re-upload
### Cannot find uploaded Skill
- Check Settings → Skills
- Try refreshing the page
- Try logging out and back in
## For Team/Enterprise Plans
### Sharing Skills with Your Team
Team/Enterprise admins can provision Skills organization-wide:
1. Go to Admin Console
2. Navigate to Skills management
3. Upload Skills to organization library
4. All team members will have access
### Private vs. Shared Skills
- **Private Skills**: Only visible to you
- **Shared Skills**: Visible to entire organization
- Team admins can make Skills shared
## Next Steps
- [Customize Skills](customization.md) to match your workflow
- [Create your own Skills](creating-skills.md)
- [Troubleshooting Guide](troubleshooting.md)
## Video Tutorial
[Coming Soon] Watch a 5-minute video walkthrough of the installation process.
## Need Help?
- 🐛 [Report an issue](https://github.com/yourusername/pm-claude-skills/issues)
- 💬 [Ask in Discussions](https://github.com/yourusername/pm-claude-skills/discussions)
- ✉️ Email: your-email@example.com
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# Troubleshooting Guide
Common issues and solutions when using PM Claude Skills.
## Table of Contents
- [Installation Issues](#installation-issues)
- [Skill Not Triggering](#skill-not-triggering)
- [Skill Triggering at Wrong Times](#skill-triggering-at-wrong-times)
- [Output Quality Issues](#output-quality-issues)
- [Performance Issues](#performance-issues)
- [Team/Enterprise Issues](#teamenterprise-issues)
## Installation Issues
### "Code Execution must be enabled"
**Problem**: You get an error about Code Execution when trying to use Skills.
**Solution**:
1. Go to claude.ai
2. Click profile icon → Settings
3. Click "Features"
4. Toggle ON "Code Execution and File Creation"
5. Click Save
6. Refresh the page
### "Invalid skill file"
**Problem**: Upload fails with "Invalid skill file" error.
**Possible Causes & Solutions**:
1. **File extension is wrong**
- Must be `.skill` not `.zip`
- Rename: `prd-template.zip``prd-template.skill`
2. **Folder structure is wrong**
- ❌ Wrong: `skill.skill` contains `folder/SKILL.md`
- ✅ Correct: `skill.skill` contains `SKILL.md` at root
- Repackage with files at root level
3. **SKILL.md frontmatter is malformed**
```markdown
---
name: skill-name
description: Clear description
---
```
- Must have both `name` and `description`
- Must be valid YAML
- Must have `---` before and after
4. **File is corrupted**
- Try redownloading
- Try different compression tool
- Check file size (shouldn't be 0 bytes)
### Cannot find upload button
**Problem**: Can't find where to upload Skills.
**Solution**:
1. Make sure you have Pro/Team/Enterprise (not Free)
2. Go to Settings (profile icon → Settings)
3. Look for "Skills" in left sidebar
4. If you don't see it, try:
- Refreshing the page
- Logging out and back in
- Contacting Anthropic support
### Skill uploaded but not visible
**Problem**: Upload succeeds but Skill doesn't appear in list.
**Solution**:
1. Refresh the page (Cmd+R or Ctrl+R)
2. Log out and log back in
3. Check Settings → Skills again
4. Try a different browser
5. Clear browser cache
## Skill Not Triggering
### Skill doesn't activate when expected
**Problem**: You ask for something that should trigger the Skill, but Claude doesn't use it.
**Diagnosis**:
1. Check the Skill's `description` field in frontmatter
2. Compare your request to the description
3. Claude only triggers Skills when request matches description
**Solutions**:
1. **Be more explicit in your request**
- Instead of: "Help me write a doc"
- Try: "Help me write a PRD for feature X"
2. **Update the Skill description**
- Edit SKILL.md frontmatter
- Make `description` more comprehensive
- Include all trigger scenarios
Example:
```markdown
---
description: Use when user asks to create, write, draft, format, or help with a PRD, product requirements document, product spec, feature specification, feature doc, or product documentation for a new feature or product.
---
```
3. **Start a new conversation**
- Skills are loaded at conversation start
- Start fresh conversation after uploading Skill
4. **Mention the Skill type explicitly**
- "Using the PRD template, help me write..."
- "Create a stakeholder update following the standard format"
### Claude says it doesn't have access to Skills
**Problem**: Claude responds "I don't have access to that Skill" or similar.
**Solutions**:
1. Verify Skill is uploaded (Settings → Skills)
2. Start a new conversation
3. Check Code Execution is enabled
4. Re-upload the Skill
5. Try different phrasing in your request
## Skill Triggering at Wrong Times
### Skill activates when it shouldn't
**Problem**: Skill triggers for requests where it's not appropriate.
**Solution**:
1. Make the `description` more specific
2. Add negative conditions
Example:
```markdown
---
description: Create meeting notes ONLY when user provides meeting transcript, discussion summary, or asks to document a meeting. Do NOT use for general note-taking or todo lists.
---
```
3. If problem persists, consider splitting into multiple more specific Skills
### Multiple Skills trigger simultaneously
**Problem**: Multiple Skills activate and create conflicts.
**This is expected behavior** - Claude can use multiple Skills together.
**If it's causing issues**:
1. Make Skill descriptions more mutually exclusive
2. Remove redundant Skills
3. Combine overlapping Skills into one
## Output Quality Issues
### Outputs are too generic
**Problem**: Skill produces generic content that doesn't match your needs.
**Solutions**:
1. **Add more specific examples to SKILL.md**
```markdown
## Example Output
[Paste your actual anonymized example]
Key elements:
- Specific tone we use
- Level of detail expected
- Format preferences
```
2. **Add company-specific context**
```markdown
## Our Standards
- Always include 3-5 metrics
- Use data from last 30 days
- Reference specific tools (Jira, Mixpanel)
```
3. **Provide more context in your request**
- Include relevant background
- Mention specific requirements
- Reference past examples
### Outputs are too long/short
**Problem**: Generated content doesn't match your preferred length.
**Solutions**:
1. **Add length guidelines to SKILL.md**
```markdown
## Length Guidelines
- PRD: 3-6 pages for features, 8-12 for products
- Stakeholder updates: 1 page maximum
- Meeting notes: 1-2 pages typical
```
2. **Specify in your request**
- "Create a brief stakeholder update (under 1 page)"
- "Write a detailed PRD (5-6 pages)"
### Skill missing key information
**Problem**: Outputs don't include sections you need.
**Solution**: Update SKILL.md to be more explicit:
```markdown
## Required Sections
EVERY output MUST include:
1. [Section name]
2. [Section name]
3. [Section name]
Optional sections (include when relevant):
- [Section name]
- [Section name]
```
### Format is wrong
**Problem**: Skill uses wrong formatting, structure, or style.
**Solutions**:
1. **Add explicit formatting rules**
```markdown
## Formatting Rules
- Use markdown tables for comparisons
- Use bullet points for lists
- Use numbered lists for sequential steps
- Bold key terms and metrics
```
2. **Include template in SKILL.md**
```markdown
## Exact Template
Use this structure exactly:
# [Title]
## Section 1
[Content guidelines]
## Section 2
[Content guidelines]
```
## Performance Issues
### Skills make Claude slower
**Problem**: Responses take longer when Skills are active.
**This is normal** - Skills add context that Claude processes.
**Mitigation**:
1. Only upload Skills you actively use
2. Remove unused Skills
3. Keep SKILL.md files concise
4. Use Progressive Disclosure (reference files instead of putting everything in SKILL.md)
### Skill uses wrong/outdated information
**Problem**: Skill references old information or outdated examples.
**Solution**:
1. Update SKILL.md with current information
2. Remove outdated examples
3. Re-package and re-upload
4. Document update in changelog
## Team/Enterprise Issues
### Teammates can't see my Skill
**Problem**: You uploaded a Skill but teammates don't have it.
**Explanation**: Skills are user-specific by default.
**Solutions**:
For Team/Enterprise plans:
1. Have admin access Admin Console
2. Navigate to Skills management
3. Upload to organization library
4. Skill becomes available to all team members
For Pro plans:
- Skills are private only
- Share the .skill file with teammates
- They must upload individually
### Organization Skill conflicts with my custom version
**Problem**: Organization uploaded a Skill but you have customizations.
**Current Limitation**: No easy override mechanism.
**Workarounds**:
1. Request admin update organization Skill with your changes
2. Remove your custom version and use organization version
3. Give your custom version a different name to avoid conflicts
### Different team members get different outputs
**Problem**: Same Skill produces different results for different people.
**Possible Causes**:
1. **Different Skill versions**
- Solution: Standardize on organization Skill
2. **Different custom instructions**
- Solution: Check Settings → Custom Instructions
3. **Different prompting**
- Solution: Document standard prompts to use
4. **Skills updated at different times**
- Solution: Admin pushes updates to all simultaneously
## Still Having Issues?
### Before Asking for Help
1. **Try the basics**:
- Log out and back in
- Try different browser
- Clear cache
- Disable browser extensions
- Try incognito mode
2. **Gather information**:
- Which Skill is having issues?
- What exactly are you trying to do?
- What happens vs. what should happen?
- Your Claude plan (Pro/Team/Enterprise)
- Screenshots if applicable
3. **Check existing issues**:
- [GitHub Issues](https://github.com/yourusername/pm-claude-skills/issues)
- [Discussions](https://github.com/yourusername/pm-claude-skills/discussions)
### Getting Help
1. **For Skill-specific issues**:
- [Open a GitHub Issue](https://github.com/yourusername/pm-claude-skills/issues/new)
- Include Skill name, what you expected, what happened
2. **For Claude platform issues**:
- Contact Anthropic support: support@anthropic.com
- Check [Anthropic documentation](https://docs.anthropic.com)
3. **For general questions**:
- [Start a Discussion](https://github.com/yourusername/pm-claude-skills/discussions)
- Email: your-email@example.com
### Reporting a Bug
Use this template when reporting issues:
```markdown
**Skill Name**: [which skill]
**Claude Plan**: [Pro/Team/Enterprise]
**Browser**: [Chrome/Firefox/Safari]
**Expected Behavior**:
[What should happen]
**Actual Behavior**:
[What actually happens]
**Steps to Reproduce**:
1. [Step 1]
2. [Step 2]
3. [Step 3]
**Screenshots** (if applicable):
[Attach images]
**Additional Context**:
[Any other relevant information]
```
## Common Error Messages
### "Skill execution failed"
- Restart conversation
- Check Skill isn't corrupted
- Try re-uploading Skill
### "Unable to load Skill"
- Check Code Execution is enabled
- Verify Skill is in your Skills list
- Try uploading again
### "Invalid YAML frontmatter"
- Check frontmatter syntax in SKILL.md
- Ensure `---` markers are present
- Verify `name` and `description` fields exist
## Next Steps
- [Back to Installation](installation.md)
- [Customization Guide](customization.md)
- [Creating Your Own Skills](creating-skills.md)