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# Customization Guide
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Learn how to adapt PM Claude Skills to match your company's specific processes and standards.
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## Why Customize?
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Every company has different:
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- Document formats and templates
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- Communication styles
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- Approval processes
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- Tools and systems
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- Terminology and jargon
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These Skills are designed as starting points. Customizing them ensures Claude produces outputs that match YOUR standards, not generic ones.
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## What Can Be Customized
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### 1. Document Structure
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- Section order and naming
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- Required vs. optional sections
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- Level of detail
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### 2. Formatting & Style
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- Tone (formal vs. casual)
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- Length preferences
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- Visual elements (tables, bullets, etc.)
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### 3. Process & Workflow
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- Approval steps
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- Stakeholder requirements
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- Tool integrations
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### 4. Terminology
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- Company-specific terms
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- Product names
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- Team names and roles
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### 5. Examples
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- Your actual past documents (anonymized)
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- Company-specific scenarios
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- Real data formats
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## How to Customize a Skill
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### Step 1: Download the Skill
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1. Navigate to the skill folder (e.g., `skills/prd-template`)
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2. Download the `SKILL.md` file
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3. Open in any text editor
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### Step 2: Understand the Structure
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Every `SKILL.md` has two parts:
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```markdown
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---
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name: skill-name
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description: When Claude should use this skill
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---
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# Skill Content
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[Instructions for Claude]
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```
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**Frontmatter** (between `---`):
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- `name`: The skill identifier (keep unchanged)
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- `description`: When to trigger this skill (customize if needed)
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**Body** (after `---`):
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- Instructions Claude follows
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- Templates and formats
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- Examples
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### Step 3: Make Your Changes
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Edit the body to match your needs. Here are common customizations:
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## Common Customizations
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### Example 1: Customize PRD Template
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**Change the section structure:**
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Original:
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```markdown
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### 1. Overview
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- Problem Statement
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- Proposed Solution
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- Success Metrics
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```
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Your Company's Format:
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```markdown
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### 1. Executive Summary
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- Business Objective
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- Customer Problem
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- Proposed Solution
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- Success Criteria (OKRs)
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```
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**Add company-specific requirements:**
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```markdown
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### Company-Specific Requirements
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**Compliance:**
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- GDPR compliance assessment
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- Security review sign-off
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- Legal approval required
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**Stakeholders to Consult:**
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- Engineering Lead (architecture)
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- Design Director (UX)
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- Security Team (if handling PII)
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```
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**Add your actual template:**
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```markdown
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## Your Company PRD Template
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Use this exact structure:
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# [Feature Name] - Product Requirements
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## 1. Executive Summary (Max 1 page)
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[Your specific requirements]
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## 2. Customer Research
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[Your specific requirements]
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[Continue with your actual template]
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```
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### Example 2: Customize Stakeholder Updates
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**Match your metrics:**
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Original:
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```markdown
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| Metric | Current | Target | Trend | Status |
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```
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Your Company:
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```markdown
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| OKR | Progress | Goal | Confidence | Owner |
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```
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**Add your status indicators:**
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```markdown
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**Status Levels:**
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- 🟢 On Track: >90% confidence in hitting goals
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- 🟡 At Risk: 60-90% confidence, mitigation needed
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- 🔴 Off Track: <60% confidence, escalation required
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- ⚪ Not Started: Work hasn't begun
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```
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**Match your communication style:**
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If your executives prefer different tone:
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```markdown
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## Communication Style
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**Tone**: Data-driven and factual (no marketing language)
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**Length**: Maximum 5 bullets per section
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**Focus**: Always lead with customer impact, then business metrics
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**Avoid**: Jargon, acronyms without explanation
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```
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### Example 3: Customize Meeting Notes
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**Add your tools:**
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```markdown
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### Action Item Format
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Use our Jira/Asana/Monday format:
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- [ ] **[JIRA-123] [Action item]** - @Owner - Due: [Date] - Priority: [High/Med/Low]
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```
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**Add your meeting types:**
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```markdown
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### Sprint Retrospective Notes
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**What Went Well:**
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- [List items]
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**What Didn't Go Well:**
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- [List items]
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**Action Items:**
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- [Improvements to implement]
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**Team Morale:** [Score 1-10]
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```
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### Example 4: Add Domain-Specific Context
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For SaaS PM:
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```markdown
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## SaaS Metrics Context
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When analyzing metrics, always include:
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- MRR/ARR impact
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- Churn rate implications
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- CAC payback impact
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- NRR (Net Revenue Retention) effect
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```
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For B2B PM:
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```markdown
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## Enterprise Sales Context
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When writing features, consider:
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- Enterprise security requirements
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- Compliance needs (SOC2, GDPR, HIPAA)
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- Multi-tenant implications
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- Admin controls needed
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```
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## Advanced Customization
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### Adding Examples from Your Company
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The most powerful customization: add YOUR actual examples.
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```markdown
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## Example PRD from Our Company
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Here's how we documented our last major feature:
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[Paste anonymized version of your actual PRD]
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Key elements to notice:
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- How we structured the problem statement
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- Level of technical detail
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- How we documented success metrics
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```
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### Adding Your Tools & Systems
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```markdown
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## Our Tech Stack References
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When mentioning systems, use our actual names:
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- Internal tool for analytics: "DataHub"
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- Our design system: "Atlas"
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- Our API gateway: "Gateway Pro"
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Always link to relevant docs:
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- PRD templates: [internal wiki link]
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- User research database: [internal link]
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- Product metrics dashboard: [internal link]
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```
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### Adding Your Processes
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```markdown
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## Our Approval Process
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Every PRD must be reviewed by:
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1. Engineering Lead (technical feasibility)
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2. Design Lead (UX implications)
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3. Product Director (strategic alignment)
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4. Security (if handling sensitive data)
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Include sign-off section:
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### Approvals
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- [ ] Engineering: [Name] - [Date]
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- [ ] Design: [Name] - [Date]
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- [ ] Product: [Name] - [Date]
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- [ ] Security: [Name] - [Date] (if applicable)
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```
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## Testing Your Customizations
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After customizing:
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1. **Package the updated Skill** (see [Installation Guide](installation.md))
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2. **Remove the old version** from Claude
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3. **Upload the new version**
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4. **Test with real examples**
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Test prompts:
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- Use actual requests you'd make
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- Try edge cases
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- Verify outputs match your expectations
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## Iteration Process
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Skills improve through iteration:
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1. **Use the Skill** in real work
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2. **Notice issues** or improvements
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3. **Update SKILL.md**
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4. **Re-upload**
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5. **Test again**
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Keep a "changelog" in your Skill:
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```markdown
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## Changelog
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### v1.2 (Jan 25, 2026)
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- Added security review requirement
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- Changed metric names to match company OKRs
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- Added example from Q4 2025 project
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### v1.1 (Jan 15, 2026)
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- Updated to match new PRD template
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- Added stakeholder approval section
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### v1.0 (Jan 1, 2026)
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- Initial version
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```
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## Best Practices
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### ✅ Do:
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- Start with small changes
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- Test thoroughly before sharing with team
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- Use real examples from your company
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- Document what you changed and why
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- Version your Skills
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### ❌ Don't:
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- Make the Skill too prescriptive (keep some flexibility)
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- Include sensitive/proprietary information
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- Assume one format works for all scenarios
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- Over-customize before testing the default
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## Sharing Customized Skills
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### Within Your Team
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For Team/Enterprise plans:
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1. Customize and test individually
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2. Share with 2-3 teammates for feedback
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3. Iterate based on feedback
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4. Have admin upload to organization library
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5. Document any team-specific conventions
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### Contributing Back
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If your customization would help others:
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1. Remove company-specific details
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2. Generalize the improvements
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3. Submit a Pull Request
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4. Include explanation of why the change helps
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## Templates for Common Customizations
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### Add Company Values
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```markdown
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## Our Company Values
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When writing any document, reflect these values:
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- **Customer-First**: Always lead with customer impact
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- **Data-Driven**: Include quantitative backing
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- **Bias for Action**: Propose concrete next steps
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- **Transparent**: Be honest about risks and unknowns
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```
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### Add Regulatory Requirements
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```markdown
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## Regulatory Considerations
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For any feature involving [X], include:
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- GDPR compliance assessment
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- Data retention policy
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- User consent requirements
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- Right to deletion implementation
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```
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### Add Workflow Integrations
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```markdown
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## Integration with Our Tools
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When creating action items:
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- Format for Jira: [TEAM-###] Action
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- Tag relevant Slack channels: #product, #engineering
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- Link to relevant Notion pages
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- Add to project board: [Board link]
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```
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## Need Help?
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- 💬 [Ask in Discussions](https://github.com/yourusername/pm-claude-skills/discussions)
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- 📧 Email: your-email@example.com
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- 🐛 [Report issues](https://github.com/yourusername/pm-claude-skills/issues)
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## Next Steps
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- [Create Your Own Skills](creating-skills.md)
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- [Troubleshooting Guide](troubleshooting.md)
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- [Back to Installation](installation.md)
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