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@@ -0,0 +1,212 @@
|
||||
{
|
||||
"$schema": "https://anthropic.com/claude-code/marketplace.schema.json",
|
||||
"name": "pm-claude-skills",
|
||||
"version": "20.2.0",
|
||||
"description": "PM stands for Professional, not just Product Management. 174 Claude Skills + 4 agent templates across 26 bundles covering 18 professions — engineering, customer success, legal, finance, HR, sales, design, Figma, marketing, social media, writers, and more. Built by a PM, used by everyone. Building blocks for the Anthropic agent template architecture.",
|
||||
"owner": {
|
||||
"name": "Mohit Aggarwal",
|
||||
"email": "mohit15856@gmail.com"
|
||||
},
|
||||
"plugins": [
|
||||
{
|
||||
"name": "pm-essentials",
|
||||
"description": "Core PM skills: PRD Template, Meeting Notes, Stakeholder Update, User Research Synthesis, Competitive Analysis, Word Doc Tracked Changes. The essentials every PM needs first.",
|
||||
"version": "3.1.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-essentials",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-discovery",
|
||||
"description": "Discovery & research skills: Discovery Interview Guide, Job Story Mapper, User Interview Synthesis, Assumption Mapper, Customer Journey Map. Structure user research from screener to synthesis — including end-to-end journey mapping with touchpoints, emotions, and prioritised opportunities.",
|
||||
"version": "3.1.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-discovery",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-planning",
|
||||
"description": "Planning & strategy skills: OKR Builder, Feature Prioritisation (RICE/MoSCoW/Kano/ICE), Roadmap Presentation, Pricing Strategy, RICE + Impact Matrix, Roadmap Narrative.",
|
||||
"version": "3.0.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-planning",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-delivery",
|
||||
"description": "Sprint & delivery skills: Sprint Planning, Technical Spec, A/B Test Planner, Go-to-Market Planner, Launch Checklist, Sprint Brief, Retro Analysis, PPTX Slide Auditor, User Story Writer, Launch Readiness. Write production-ready user stories with Given/When/Then acceptance criteria, plus a cross-functional pre-launch readiness assessment with an explicit Go / Conditional Go / No-Go recommendation.",
|
||||
"version": "3.3.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-delivery",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-analytics",
|
||||
"description": "Data & metrics skills: Data Analysis Standard, Retention Analysis, Product Health Analysis. Structure metric deep-dives, funnel analysis, cohort studies and churn investigations.",
|
||||
"version": "3.0.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-analytics",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-strategy",
|
||||
"description": "Strategy & stakeholder skills: Competitor Signal Tracker, Competitive Intelligence Monitor, Stakeholder Influence Mapper, Strategic Narrative Generator, Executive Update, Ambiguity Resolver.",
|
||||
"version": "3.0.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-strategy",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-advanced",
|
||||
"description": "Advanced PM skills: AI Product Canvas, Multi-Source Signal Synthesiser, Experiment Designer, Design Handoff Brief, AI Ethics Review. For senior PMs working on complex products — including a structured ethical review framework for AI/ML features covering fairness, transparency, privacy, safety, and accountability.",
|
||||
"version": "3.1.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-advanced",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-rituals",
|
||||
"description": "Weekly PM ritual skill: PM Weekly Review. A 20-minute structured ritual covering metrics, shipping progress, insights, and next week's top 3 priorities.",
|
||||
"version": "3.0.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-rituals",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-gtm",
|
||||
"description": "Marketing & GTM skills: Go-To-Market Planner, Content Calendar, Competitor Teardown, Email Campaign, SEO Content Brief, Media Pitch, Social Media Strategy, Product Positioning Doc. Build positioning docs, messaging frameworks, content pillars, social strategies with KPIs, launch campaigns, and journalist pitches.",
|
||||
"version": "1.2.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-gtm",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-engineering",
|
||||
"description": "Engineering & tech skills: Code Review Checklist, Incident Postmortem, API Docs Writer, Architecture Decision Record, Debugging Log Analyser, PR Description Writer, System Design Interview, Changelog Generator, Test Strategy Doc, Runbook Writer, CI/CD Playbook, SLO & Error Budget, Developer Onboarding Doc, On-Call Runbook, Security Threat Model, Performance Budget, Database Schema Design, Database Migration Plan, Technical Debt Register, RFC Writer, Capacity Planning, Load Testing Plan, Disaster Recovery Plan, Feature Flag Guide, Dependency Audit, Service Catalog Entry, Monitoring Setup Guide, Local Dev Setup, API Versioning Strategy, Infra-as-Code Review, Engineering Weekly Report, Tech Radar, Sprint Velocity Analysis, Microservices Decomposition, Engineering Hiring Rubric, Context Mode, Claude Superpowers, Skill Security Auditor. 38 structured skills for engineering teams, SREs, technical PMs, and Claude Code power users — including a security audit for any SKILL.md / system prompt before you install or merge it.",
|
||||
"version": "4.2.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-engineering",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-cs",
|
||||
"description": "Customer Success skills: Customer Health Scorecard, QBR Deck, Escalation Brief, Churn Analysis, Renewal Playbook, Customer Success Plan. Score health, build QBRs, write escalation briefs, plan renewals with commercial strategy and objection responses, and build joint success plans with milestones and mutual commitments.",
|
||||
"version": "1.1.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-cs",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-data",
|
||||
"description": "Data & analytics skills: Metrics Framework, SQL Query Explainer, Dashboard Brief, Chart Data Extractor, Cohort Analysis, Data Pipeline Spec. Build metric trees, explain SQL, spec dashboards, run cohort retention analysis with LTV modelling, and design ETL/ELT pipeline specifications with SLAs and data quality rules.",
|
||||
"version": "1.2.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-data",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-people",
|
||||
"description": "Leadership & people skills: Performance Review, Hiring Rubric, Team Offsite Planner, 360-Degree Feedback Template, Team Health Check. Write reviews, build scorecards, run Spotify-model team health assessments, and design 360 feedback surveys with structured narrative reports.",
|
||||
"version": "1.1.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-people",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-design",
|
||||
"description": "Design & UX skills: UX Research Plan, Design Critique, Accessibility Audit, Design System Audit. Create research plans, critique designs using JTBD and Gestalt principles, audit for WCAG 2.2 compliance, and audit design systems for component coverage, token consistency, and adoption health.",
|
||||
"version": "1.1.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-design",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-business",
|
||||
"description": "Business & strategy skills: Investor Update, Board Deck Narrative, Job Application. Write investor updates investors actually read, structure board presentations, and tailor CVs with ATS optimisation.",
|
||||
"version": "1.0.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-business",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-legal",
|
||||
"description": "Legal skills: Contract Review, NDA Analyser, Legal Brief, Compliance Checklist. Flag risks in contracts and NDAs, draft legal memos in IRAC format, and generate GDPR, SOC 2, FCA and other compliance checklists.",
|
||||
"version": "1.1.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-legal",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-finance",
|
||||
"description": "Finance skills: Financial Model Narrative, Budget Variance Analysis, Investor Pitch Deck, Financial Due Diligence, Tax Planning Checklist. Turn numbers into board-ready narratives, explain variances, structure pitch decks, generate DD checklists, and review year-end tax planning opportunities.",
|
||||
"version": "1.1.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-finance",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-hr",
|
||||
"description": "HR skills: Job Description Writer, Onboarding Plan, Employee Engagement Survey, Redundancy Consultation, Change Management Plan. Write inclusive JDs, build 30/60/90-day plans, design engagement surveys, structure redundancy processes, and manage organisational change with stakeholder analysis and adoption metrics.",
|
||||
"version": "1.1.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-hr",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-sales",
|
||||
"description": "Sales skills: Sales Battlecard, Discovery Call Prep, Proposal Writer, Account Plan, Sales Forecasting Model, Partnership Proposal. Build battlecards, prepare calls, write proposals, create account plans, build forecasts, and structure B2B partnership proposals with mutual value, commercial terms, and joint GTM plans.",
|
||||
"version": "1.2.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-sales",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-operations",
|
||||
"description": "Operations skills: Process Documentation, SOP Writer, Vendor Evaluation, Project Status Report, Workshop Facilitation Guide, Risk Register, RACI Matrix, Email Triage, Morning Intelligence. Document workflows, write SOPs, build risk registers, define RACI matrices, triage your inbox to only what needs action, and auto-generate a personalised morning news brief.",
|
||||
"version": "1.3.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-operations",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-research",
|
||||
"description": "Research and healthcare skills: Clinical Case Summary, Research Protocol, Patient Communication, Literature Review. Write SBAR handovers, design research protocols, draft accessible patient communications, and structure literature reviews.",
|
||||
"version": "1.0.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-research",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-cross",
|
||||
"description": "Cross-profession skills: Press Release, Grant Proposal, Executive Summary, Teaching Lesson Plan, Sycophancy Challenger, Last 30 Days Research, NotebookLM Connector. Get genuine push-back on your ideas (not validation), gather multi-platform research from the last 30 days, and automate NotebookLM from Claude.",
|
||||
"version": "1.2.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-cross",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-figma",
|
||||
"description": "Figma skills for PMs and designers: Component Audit, Design Brief, Annotation Guide, Design Review, User Flow Planner, Variant Matrix, Spacing System, Prototype Plan, Design QA, PM Design Critique. Work smarter across the full Figma design lifecycle.",
|
||||
"version": "1.1.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-figma",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-social",
|
||||
"description": "Social Media skills: Social Media Audit, Influencer Brief, Community Management Playbook, Social Ad Campaign, Viral Content Framework. Score your social presence, brief influencer partnerships, manage communities at scale, plan paid social campaigns with full ad copy, and build a repeatable system for shareable content.",
|
||||
"version": "1.0.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-social",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
},
|
||||
{
|
||||
"name": "pm-writers",
|
||||
"description": "Writers & Content Creators skills: Instagram Post Downloader, AEO Optimizer, Thumbnail Creator, Substack Notes Scraper, Notes Humanizer, YouTube Script Writer. Download Instagram carousels as PDFs, restructure articles for AI citation, generate thumbnail candidates via Gemini, export Substack Notes analytics to Excel, strip AI writing patterns from any text, and write retention-optimized YouTube scripts with hooks and visual/audio cues.",
|
||||
"version": "1.1.0",
|
||||
"category": "productivity",
|
||||
"source": "./plugins/pm-writers",
|
||||
"homepage": "https://github.com/mohitagw15856/pm-claude-skills"
|
||||
}
|
||||
]
|
||||
}
|
||||
@@ -0,0 +1,15 @@
|
||||
# These are supported funding model platforms
|
||||
|
||||
github: # Replace with up to 4 GitHub Sponsors-enabled usernames e.g., [user1, user2]
|
||||
patreon: # Replace with a single Patreon username
|
||||
open_collective: # Replace with a single Open Collective username
|
||||
ko_fi: # Replace with a single Ko-fi username
|
||||
tidelift: # Replace with a single Tidelift platform-name/package-name e.g., npm/babel
|
||||
community_bridge: # Replace with a single Community Bridge project-name e.g., cloud-foundry
|
||||
liberapay: # Replace with a single Liberapay username
|
||||
issuehunt: # Replace with a single IssueHunt username
|
||||
lfx_crowdfunding: # Replace with a single LFX Crowdfunding project-name e.g., cloud-foundry
|
||||
polar: # Replace with a single Polar username
|
||||
buy_me_a_coffee: mohit15856
|
||||
thanks_dev: # Replace with a single thanks.dev username
|
||||
custom: # Replace with up to 4 custom sponsorship URLs e.g., ['link1', 'link2']
|
||||
@@ -0,0 +1,65 @@
|
||||
---
|
||||
name: "🐛 Bug Report"
|
||||
about: "A skill isn't triggering correctly, producing wrong output, or something else is broken"
|
||||
title: "[BUG] "
|
||||
labels: ["bug"]
|
||||
assignees: ""
|
||||
---
|
||||
|
||||
## Which skill is affected?
|
||||
|
||||
<!-- e.g. plugins/pm-gtm/skills/go-to-market -->
|
||||
|
||||
**Skill path:**
|
||||
|
||||
---
|
||||
|
||||
## What's the problem?
|
||||
|
||||
<!-- Tick all that apply -->
|
||||
|
||||
- [ ] Skill isn't triggering when it should
|
||||
- [ ] Skill is triggering when it shouldn't
|
||||
- [ ] Output is missing a section
|
||||
- [ ] Output format is wrong
|
||||
- [ ] Skill description is incorrect or misleading
|
||||
- [ ] Plugin isn't showing in the marketplace
|
||||
- [ ] Installation issue
|
||||
- [ ] Other: ___________
|
||||
|
||||
---
|
||||
|
||||
## What did you expect to happen?
|
||||
|
||||
---
|
||||
|
||||
## What actually happened?
|
||||
|
||||
<!-- Paste the output or describe what went wrong -->
|
||||
|
||||
---
|
||||
|
||||
## How to reproduce
|
||||
|
||||
<!-- Step by step:
|
||||
1. Trigger phrase used: "..."
|
||||
2. Claude Code version: ...
|
||||
3. What happened: ... -->
|
||||
|
||||
1.
|
||||
2.
|
||||
3.
|
||||
|
||||
---
|
||||
|
||||
## Environment
|
||||
|
||||
- **Claude Code version:**
|
||||
- **OS:**
|
||||
- **Install method:** marketplace / manual / symlink
|
||||
|
||||
---
|
||||
|
||||
## Any additional context?
|
||||
|
||||
<!-- Screenshots, logs, or anything else helpful -->
|
||||
@@ -0,0 +1,8 @@
|
||||
blank_issues_enabled: false
|
||||
contact_links:
|
||||
- name: 📚 Read the article series
|
||||
url: https://medium.com/product-powerhouse/claude-skills-the-ai-feature-thats-quietly-changing-how-product-managers-work-aad5d8d0640a
|
||||
about: Full background on the Claude Skills Library and how to use it
|
||||
- name: 💬 Start a Discussion
|
||||
url: https://github.com/mohitagw15856/pm-claude-skills/discussions
|
||||
about: For open-ended conversations, ideas, and community skill sharing
|
||||
@@ -0,0 +1,21 @@
|
||||
---
|
||||
name: "💬 Question or Feedback"
|
||||
about: "Ask a question about using the skills, or share feedback on the library"
|
||||
title: "[QUESTION] "
|
||||
labels: ["question"]
|
||||
assignees: ""
|
||||
---
|
||||
|
||||
## What's your question or feedback?
|
||||
|
||||
---
|
||||
|
||||
## Context
|
||||
|
||||
<!-- Which skill or bundle are you asking about? Any relevant details about your setup? -->
|
||||
|
||||
---
|
||||
|
||||
## What have you already tried?
|
||||
|
||||
<!-- If it's a question about getting something working — what have you attempted? -->
|
||||
@@ -0,0 +1,70 @@
|
||||
---
|
||||
name: "💡 Skill Request"
|
||||
about: "Suggest a new skill you'd like to see added to the library"
|
||||
title: "[SKILL REQUEST] "
|
||||
labels: ["skill-request"]
|
||||
assignees: ""
|
||||
---
|
||||
|
||||
## What skill are you requesting?
|
||||
|
||||
<!-- A short name for the skill, e.g. "Legal Contract Review" or "Sales Battlecard Builder" -->
|
||||
|
||||
**Skill name:**
|
||||
|
||||
---
|
||||
|
||||
## What profession or role is this for?
|
||||
|
||||
<!-- Who would use this skill day-to-day? -->
|
||||
|
||||
- [ ] Product Management
|
||||
- [ ] Marketing & GTM
|
||||
- [ ] Engineering & Tech
|
||||
- [ ] Data & Analytics
|
||||
- [ ] Leadership & People
|
||||
- [ ] Design & UX
|
||||
- [ ] Business & Strategy
|
||||
- [ ] Legal
|
||||
- [ ] Finance
|
||||
- [ ] HR
|
||||
- [ ] Sales
|
||||
- [ ] Other: ___________
|
||||
|
||||
---
|
||||
|
||||
## What workflow does this skill solve?
|
||||
|
||||
<!-- Describe the specific task or document this skill should produce.
|
||||
Be as concrete as possible — what do you do today that takes too long? -->
|
||||
|
||||
---
|
||||
|
||||
## What should the output look like?
|
||||
|
||||
<!-- What does a good output from this skill contain?
|
||||
E.g. "A structured contract review with flagged clauses, risk rating, and plain English summary" -->
|
||||
|
||||
---
|
||||
|
||||
## Example trigger phrases
|
||||
|
||||
<!-- How would you naturally ask Claude to use this skill?
|
||||
E.g. "Review this contract", "Flag the key risks in this NDA" -->
|
||||
|
||||
-
|
||||
-
|
||||
|
||||
---
|
||||
|
||||
## Are you willing to build this skill yourself?
|
||||
|
||||
- [ ] Yes — I'll raise a PR with the SKILL.md
|
||||
- [ ] Maybe — I'd like guidance first
|
||||
- [ ] No — I'm suggesting it for someone else to build
|
||||
|
||||
---
|
||||
|
||||
## Any additional context?
|
||||
|
||||
<!-- Links, examples, or anything else that would help someone build this skill -->
|
||||
@@ -0,0 +1,92 @@
|
||||
## What does this PR add or change?
|
||||
|
||||
<!-- One sentence summary -->
|
||||
|
||||
---
|
||||
|
||||
## Type of change
|
||||
|
||||
- [ ] New skill
|
||||
- [ ] Improvement to an existing skill
|
||||
- [ ] Bug fix (skill not triggering / wrong output)
|
||||
- [ ] Documentation update (README, CONTRIBUTING, etc.)
|
||||
- [ ] Marketplace / plugin config change
|
||||
- [ ] Other: ___________
|
||||
|
||||
---
|
||||
|
||||
## New skill checklist
|
||||
|
||||
<!-- If you're adding a new skill, tick all of these before requesting review.
|
||||
If this isn't a new skill PR, delete this section. -->
|
||||
|
||||
**Skill file**
|
||||
- [ ] Skill is in the correct folder: `plugins/[bundle-name]/skills/[skill-name]/SKILL.md`
|
||||
- [ ] Frontmatter includes `name` and `description` fields
|
||||
- [ ] `description` clearly states when Claude should activate this skill (trigger condition)
|
||||
- [ ] `description` clearly states what the skill produces (output description)
|
||||
|
||||
**Content quality**
|
||||
- [ ] Skill solves a real, recurring professional workflow (not a one-off task)
|
||||
- [ ] Output structure is clearly defined with sections and format
|
||||
- [ ] Required inputs are listed (what Claude should ask for if not provided)
|
||||
- [ ] Quality checks section is included
|
||||
- [ ] Example trigger phrases are included (at least 2)
|
||||
|
||||
**Safety**
|
||||
- [ ] Skill contains no prompt injection attempts or instructions to override Claude's guidelines
|
||||
- [ ] Skill does not instruct Claude to collect, store, or transmit personal data
|
||||
- [ ] Skill does not contain hardcoded credentials, API keys, or PII
|
||||
|
||||
**Testing**
|
||||
- [ ] I have tested this skill locally in Claude Code
|
||||
- [ ] The skill triggers correctly on the example trigger phrases
|
||||
- [ ] The output matches the structure defined in the SKILL.md
|
||||
|
||||
---
|
||||
|
||||
## What does this skill do?
|
||||
|
||||
<!-- 2-3 sentences. What workflow does it solve? Who is it for? -->
|
||||
|
||||
---
|
||||
|
||||
## Example output
|
||||
|
||||
<!-- Paste a real sample output from Claude when this skill was triggered, or describe what it produces.
|
||||
This is the most useful thing you can include for review. -->
|
||||
|
||||
---
|
||||
|
||||
## Which bundle does this belong in?
|
||||
|
||||
<!-- Which existing plugin bundle should this skill be added to?
|
||||
Or are you proposing a new bundle? -->
|
||||
|
||||
- [ ] pm-essentials
|
||||
- [ ] pm-discovery
|
||||
- [ ] pm-planning
|
||||
- [ ] pm-delivery
|
||||
- [ ] pm-analytics
|
||||
- [ ] pm-strategy
|
||||
- [ ] pm-advanced
|
||||
- [ ] pm-rituals
|
||||
- [ ] pm-gtm
|
||||
- [ ] pm-engineering
|
||||
- [ ] pm-data
|
||||
- [ ] pm-people
|
||||
- [ ] pm-design
|
||||
- [ ] pm-business
|
||||
- [ ] New bundle: ___________
|
||||
|
||||
---
|
||||
|
||||
## Related issue
|
||||
|
||||
<!-- If this PR addresses a skill request issue, link it here: "Closes #123" -->
|
||||
|
||||
---
|
||||
|
||||
## Anything else the reviewer should know?
|
||||
|
||||
<!-- Edge cases, limitations, or anything that might need discussion -->
|
||||
@@ -0,0 +1,43 @@
|
||||
name: Check generated artifacts
|
||||
|
||||
# Skills are the single source of truth. The web index (web/skills.json) and the
|
||||
# multi-platform exports (exports/) are generated from skills/*/SKILL.md. This
|
||||
# job fails if either is out of date, so a skill edit can't ship without its
|
||||
# regenerated artifacts.
|
||||
|
||||
on:
|
||||
pull_request:
|
||||
paths:
|
||||
- 'skills/**'
|
||||
- 'plugins/**'
|
||||
- 'web/build-skills.mjs'
|
||||
- 'scripts/build-exports.mjs'
|
||||
- 'exports/**'
|
||||
- 'web/skills.json'
|
||||
push:
|
||||
branches: [main]
|
||||
paths:
|
||||
- 'skills/**'
|
||||
- 'scripts/build-exports.mjs'
|
||||
- 'exports/**'
|
||||
|
||||
jobs:
|
||||
check:
|
||||
runs-on: ubuntu-latest
|
||||
steps:
|
||||
- name: Checkout
|
||||
uses: actions/checkout@v4
|
||||
|
||||
- name: Set up Node
|
||||
uses: actions/setup-node@v4
|
||||
with:
|
||||
node-version: '20'
|
||||
|
||||
- name: Verify multi-platform exports are up to date
|
||||
run: node scripts/build-exports.mjs --check
|
||||
|
||||
- name: Verify web/skills.json is up to date
|
||||
run: |
|
||||
node web/build-skills.mjs
|
||||
git diff --exit-code -- web/skills.json \
|
||||
|| (echo "::error::web/skills.json is stale — run 'node web/build-skills.mjs' and commit." && exit 1)
|
||||
@@ -0,0 +1,68 @@
|
||||
name: Deploy Skill Playground
|
||||
|
||||
# Rebuilds web/skills.json from the SKILL.md files and publishes web/ to
|
||||
# GitHub Pages. Runs on every push to main that touches skills or the web app,
|
||||
# so the live site always reflects the current skill library.
|
||||
|
||||
on:
|
||||
push:
|
||||
branches: [main]
|
||||
paths:
|
||||
- 'skills/**'
|
||||
- 'web/**'
|
||||
- 'evals/results.json'
|
||||
- 'skill-tiers.json'
|
||||
- 'scripts/build-docs.mjs'
|
||||
- 'scripts/build-leaderboard.mjs'
|
||||
- '.github/workflows/deploy-playground.yml'
|
||||
workflow_dispatch:
|
||||
|
||||
permissions:
|
||||
contents: read
|
||||
pages: write
|
||||
id-token: write
|
||||
|
||||
# Allow one concurrent deployment; cancel in-progress runs for the same ref.
|
||||
concurrency:
|
||||
group: pages
|
||||
cancel-in-progress: true
|
||||
|
||||
jobs:
|
||||
build:
|
||||
runs-on: ubuntu-latest
|
||||
steps:
|
||||
- name: Checkout
|
||||
uses: actions/checkout@v4
|
||||
|
||||
- name: Set up Node
|
||||
uses: actions/setup-node@v4
|
||||
with:
|
||||
node-version: '20'
|
||||
|
||||
- name: Rebuild skills.json from SKILL.md files
|
||||
run: node web/build-skills.mjs
|
||||
|
||||
- name: Build the static skill catalog (web/catalog.html)
|
||||
run: node scripts/build-docs.mjs
|
||||
|
||||
- name: Build the skill leaderboard (web/leaderboard.html)
|
||||
run: node scripts/build-leaderboard.mjs
|
||||
|
||||
- name: Configure Pages
|
||||
uses: actions/configure-pages@v5
|
||||
|
||||
- name: Upload web/ as Pages artifact
|
||||
uses: actions/upload-pages-artifact@v3
|
||||
with:
|
||||
path: web
|
||||
|
||||
deploy:
|
||||
needs: build
|
||||
runs-on: ubuntu-latest
|
||||
environment:
|
||||
name: github-pages
|
||||
url: ${{ steps.deployment.outputs.page_url }}
|
||||
steps:
|
||||
- name: Deploy to GitHub Pages
|
||||
id: deployment
|
||||
uses: actions/deploy-pages@v4
|
||||
@@ -0,0 +1,70 @@
|
||||
name: Update Skill Leaderboard
|
||||
|
||||
# Runs the eval harness with your ANTHROPIC_API_KEY secret, commits the real
|
||||
# results (evals/results.json), and lets the Pages deploy re-render the public
|
||||
# leaderboard with real numbers. Manual trigger so it never burns tokens by
|
||||
# surprise. (Uncomment the schedule to re-run, e.g. monthly, after model upgrades.)
|
||||
|
||||
on:
|
||||
workflow_dispatch:
|
||||
inputs:
|
||||
models:
|
||||
description: 'Comma-separated model ids to score'
|
||||
required: false
|
||||
default: 'claude-sonnet-4-6,claude-haiku-4-5-20251001'
|
||||
judge:
|
||||
description: 'Judge model id'
|
||||
required: false
|
||||
default: 'claude-opus-4-8'
|
||||
# schedule:
|
||||
# - cron: '0 6 1 * *' # 06:00 on the 1st of each month
|
||||
|
||||
permissions:
|
||||
contents: write
|
||||
pull-requests: write
|
||||
|
||||
concurrency:
|
||||
group: eval-leaderboard
|
||||
cancel-in-progress: false
|
||||
|
||||
jobs:
|
||||
evaluate:
|
||||
runs-on: ubuntu-latest
|
||||
timeout-minutes: 20
|
||||
steps:
|
||||
- name: Checkout
|
||||
uses: actions/checkout@v4
|
||||
|
||||
- name: Set up Node
|
||||
uses: actions/setup-node@v4
|
||||
with:
|
||||
node-version: '20'
|
||||
|
||||
- name: Run evals
|
||||
env:
|
||||
ANTHROPIC_API_KEY: ${{ secrets.ANTHROPIC_API_KEY }}
|
||||
run: |
|
||||
if [ -z "$ANTHROPIC_API_KEY" ]; then
|
||||
echo "::error::ANTHROPIC_API_KEY secret is not set. Add it in Settings → Secrets and variables → Actions."
|
||||
exit 1
|
||||
fi
|
||||
node evals/run-evals.mjs \
|
||||
--models "${{ github.event.inputs.models || 'claude-sonnet-4-6,claude-haiku-4-5-20251001' }}" \
|
||||
--judge "${{ github.event.inputs.judge || 'claude-opus-4-8' }}"
|
||||
|
||||
- name: Build the leaderboard page (sanity check)
|
||||
run: node scripts/build-leaderboard.mjs
|
||||
|
||||
- name: Open a PR with the refreshed results
|
||||
uses: peter-evans/create-pull-request@v7
|
||||
with:
|
||||
add-paths: evals/results.json
|
||||
branch: eval-results
|
||||
delete-branch: true
|
||||
commit-message: "chore(evals): refresh leaderboard results"
|
||||
title: "chore(evals): refresh leaderboard results"
|
||||
body: |
|
||||
Auto-generated by the **Update Skill Leaderboard** workflow.
|
||||
|
||||
Merging this publishes the **real** numbers on the live leaderboard — the
|
||||
Pages deploy is triggered by changes to `evals/results.json`.
|
||||
@@ -0,0 +1,50 @@
|
||||
name: Publish to npm
|
||||
|
||||
# Publishes the package to npm when you publish a GitHub Release (or run this
|
||||
# workflow manually). No local npm needed — set one repo secret, NPM_TOKEN, and
|
||||
# every release ships `npx pm-claude-skills` to the world.
|
||||
#
|
||||
# One-time setup:
|
||||
# 1. Create a free npm account at https://www.npmjs.com/signup
|
||||
# 2. Profile -> Access Tokens -> Generate New Token -> "Automation"
|
||||
# 3. In this repo: Settings -> Secrets and variables -> Actions -> New repository
|
||||
# secret named NPM_TOKEN with that token.
|
||||
# Then: publish a GitHub Release tagged vX.Y.Z (matching package.json version).
|
||||
|
||||
on:
|
||||
release:
|
||||
types: [published]
|
||||
workflow_dispatch:
|
||||
|
||||
permissions:
|
||||
contents: read
|
||||
id-token: write # enables npm provenance (a verified "published from this repo" badge)
|
||||
|
||||
jobs:
|
||||
publish:
|
||||
runs-on: ubuntu-latest
|
||||
steps:
|
||||
- name: Checkout
|
||||
uses: actions/checkout@v4
|
||||
|
||||
- name: Set up Node
|
||||
uses: actions/setup-node@v4
|
||||
with:
|
||||
node-version: '20'
|
||||
registry-url: 'https://registry.npmjs.org'
|
||||
|
||||
- name: Verify release tag matches package.json version
|
||||
if: github.event_name == 'release'
|
||||
run: |
|
||||
TAG="${GITHUB_REF_NAME#[vV]}" # strip a leading v or V (v17.0.0 / V17.0.0)
|
||||
PKG="$(node -p "require('./package.json').version")"
|
||||
echo "release tag: $TAG | package.json: $PKG"
|
||||
if [ "$TAG" != "$PKG" ]; then
|
||||
echo "::error::Release tag ($TAG) does not match package.json version ($PKG). Bump package.json or fix the tag."
|
||||
exit 1
|
||||
fi
|
||||
|
||||
- name: Publish to npm (public, with provenance)
|
||||
run: npm publish --provenance --access public
|
||||
env:
|
||||
NODE_AUTH_TOKEN: ${{ secrets.NPM_TOKEN }}
|
||||
@@ -0,0 +1,71 @@
|
||||
name: Auto PR description
|
||||
|
||||
# Dogfoods our own Action: when a PR is opened with an empty body, run the
|
||||
# pr-description-writer skill on the diff and fill it in. A living demo of
|
||||
# `uses: ./action`. Requires the ANTHROPIC_API_KEY repo secret; skips quietly
|
||||
# without it (and on forks, which can't read secrets).
|
||||
|
||||
on:
|
||||
pull_request:
|
||||
types: [opened]
|
||||
|
||||
permissions:
|
||||
contents: read
|
||||
pull-requests: write
|
||||
|
||||
jobs:
|
||||
describe:
|
||||
if: github.event.pull_request.head.repo.full_name == github.repository
|
||||
runs-on: ubuntu-latest
|
||||
env:
|
||||
ANTHROPIC_API_KEY: ${{ secrets.ANTHROPIC_API_KEY }}
|
||||
steps:
|
||||
- name: Check for API key and an empty PR body
|
||||
id: gate
|
||||
uses: actions/github-script@v7
|
||||
with:
|
||||
script: |
|
||||
const hasKey = !!process.env.ANTHROPIC_API_KEY;
|
||||
const body = (context.payload.pull_request.body || '').trim();
|
||||
if (!hasKey) core.info('ANTHROPIC_API_KEY not set — skipping.');
|
||||
if (body) core.info('PR already has a description — skipping.');
|
||||
core.setOutput('go', String(hasKey && !body));
|
||||
|
||||
- name: Checkout
|
||||
if: steps.gate.outputs.go == 'true'
|
||||
uses: actions/checkout@v4
|
||||
with: { fetch-depth: 0 }
|
||||
|
||||
- name: Collect the diff
|
||||
if: steps.gate.outputs.go == 'true'
|
||||
id: diff
|
||||
run: |
|
||||
{
|
||||
echo "text<<DIFF_EOF"
|
||||
echo "Title: ${{ github.event.pull_request.title }}"
|
||||
echo "Commits:"; git log --oneline origin/${{ github.base_ref }}..HEAD | head -30
|
||||
echo; echo "Changed files:"; git diff --stat origin/${{ github.base_ref }}...HEAD | tail -40
|
||||
echo "DIFF_EOF"
|
||||
} >> "$GITHUB_OUTPUT"
|
||||
|
||||
- name: Write the PR description with the skill
|
||||
if: steps.gate.outputs.go == 'true'
|
||||
id: skill
|
||||
uses: ./action
|
||||
with:
|
||||
skill: pr-description-writer
|
||||
input: ${{ steps.diff.outputs.text }}
|
||||
api_key: ${{ secrets.ANTHROPIC_API_KEY }}
|
||||
|
||||
- name: Update the PR body
|
||||
if: steps.gate.outputs.go == 'true'
|
||||
uses: actions/github-script@v7
|
||||
env:
|
||||
BODY: ${{ steps.skill.outputs.result }}
|
||||
with:
|
||||
script: |
|
||||
await github.rest.pulls.update({
|
||||
owner: context.repo.owner, repo: context.repo.repo,
|
||||
pull_number: context.issue.number,
|
||||
body: process.env.BODY + '\n\n<sub>✍️ Drafted by the pm-claude-skills GitHub Action (pr-description-writer).</sub>',
|
||||
});
|
||||
@@ -0,0 +1,31 @@
|
||||
name: Skill Security Audit
|
||||
|
||||
# Scans installable skill content (skills/*/SKILL.md and each skill's scripts/)
|
||||
# for prompt injection, data exfiltration, dynamic code execution, destructive
|
||||
# shell, hardcoded secrets, and hidden text. Fails on HIGH-severity findings.
|
||||
|
||||
on:
|
||||
push:
|
||||
branches: [main]
|
||||
paths:
|
||||
- 'skills/**'
|
||||
- 'scripts/skill-audit.mjs'
|
||||
- '.github/workflows/skill-audit.yml'
|
||||
pull_request:
|
||||
paths:
|
||||
- 'skills/**'
|
||||
- 'scripts/skill-audit.mjs'
|
||||
- '.github/workflows/skill-audit.yml'
|
||||
|
||||
jobs:
|
||||
audit:
|
||||
runs-on: ubuntu-latest
|
||||
steps:
|
||||
- name: Checkout
|
||||
uses: actions/checkout@v4
|
||||
- name: Set up Node
|
||||
uses: actions/setup-node@v4
|
||||
with:
|
||||
node-version: '20'
|
||||
- name: Run the skill security auditor
|
||||
run: node scripts/skill-audit.mjs
|
||||
@@ -0,0 +1,34 @@
|
||||
name: SkillCheck
|
||||
|
||||
# Validates every skills/<name>/SKILL.md against the project authoring standard
|
||||
# (SKILL-AUTHORING-STANDARD.md). Errors fail the build; warnings are advisory.
|
||||
|
||||
on:
|
||||
push:
|
||||
branches: [main]
|
||||
paths:
|
||||
- 'skills/**'
|
||||
- 'skill-tiers.json'
|
||||
- 'scripts/skillcheck.mjs'
|
||||
- '.github/workflows/skillcheck.yml'
|
||||
pull_request:
|
||||
paths:
|
||||
- 'skills/**'
|
||||
- 'skill-tiers.json'
|
||||
- 'scripts/skillcheck.mjs'
|
||||
- '.github/workflows/skillcheck.yml'
|
||||
|
||||
jobs:
|
||||
validate:
|
||||
runs-on: ubuntu-latest
|
||||
steps:
|
||||
- name: Checkout
|
||||
uses: actions/checkout@v4
|
||||
|
||||
- name: Set up Node
|
||||
uses: actions/setup-node@v4
|
||||
with:
|
||||
node-version: '20'
|
||||
|
||||
- name: Run SkillCheck
|
||||
run: node scripts/skillcheck.mjs
|
||||
+16
@@ -0,0 +1,16 @@
|
||||
# Python (helper scripts)
|
||||
__pycache__/
|
||||
*.py[cod]
|
||||
*.egg-info/
|
||||
.venv/
|
||||
venv/
|
||||
|
||||
# OS / editor
|
||||
.DS_Store
|
||||
*.swp
|
||||
.idea/
|
||||
.vscode/
|
||||
|
||||
# Generated docs catalog (built in CI for Pages)
|
||||
web/catalog.html
|
||||
web/leaderboard.html
|
||||
+272
@@ -0,0 +1,272 @@
|
||||
# Changelog
|
||||
|
||||
All notable changes to this project are documented here.
|
||||
|
||||
The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/),
|
||||
and this project broadly follows [Semantic Versioning](https://semver.org/spec/v2.0.0.html):
|
||||
each new wave of skills bumps the **major** version, extensions and fixes bump
|
||||
**minor** / **patch**.
|
||||
|
||||
## [Unreleased]
|
||||
|
||||
## [20.2.0] — Community PRs & New Skill — 2026-06-18
|
||||
|
||||
### Added
|
||||
- **New skill: YouTube Script Writer** (experimental) — retention-optimized video scripts with
|
||||
3 title/thumbnail concepts, 3 hook variations, a video/audio cue script table, and SEO
|
||||
metadata. Thanks @prajwal-28 (#50). Library is now **174 skills**.
|
||||
- **Feature-prioritisation helper script** — a dependency-free (stdlib-only) Python helper that
|
||||
computes RICE/ICE rankings from JSON/CSV/stdin, so scoring is consistent across sessions.
|
||||
Thanks @zeotrix (#48, closes #39).
|
||||
|
||||
### Changed
|
||||
- **Safer installs** — the CLI now resolves the install target and refuses system-critical
|
||||
directories (`/`, `/usr`, `/etc`, `/root`, …) so a mistyped `--target` can't clobber the
|
||||
system. Thanks @MatrixNeoKozak (#47).
|
||||
- **README catalog reconciled to the real count** — the headline, badge, table of contents, and
|
||||
"All Skills" catalog now say **174** (was a stale 167); added catalog entries for Skill
|
||||
Security Auditor (#168), Launch Readiness (#169), and YouTube Script Writer (#170).
|
||||
|
||||
### Fixed
|
||||
- **`skillcheck` frontmatter parser** tolerates leading whitespace and CRLF/LF line endings, so
|
||||
skills authored on Windows no longer produce false negatives. Thanks @MatrixNeoKozak (#47).
|
||||
- **`npm run check` now guards `web/skills.json`** — it rebuilds the file and fails on any drift,
|
||||
so a stale playground index can't pass locally and then break CI.
|
||||
|
||||
## [20.1.0] — Star Nudges & Eval Hardening — 2026-06-18
|
||||
|
||||
### Added
|
||||
- **Star the repo, from anywhere you use it.** Tasteful, non-spammy calls-to-action that turn
|
||||
npm/CLI users into stargazers — no `postinstall` hook: a prompt after a successful
|
||||
`npx pm-claude-skills add`, in `--help`, in `list`, in the MCP server's startup banner, a
|
||||
CTA below the README badges (npm renders it on the package page), and a `funding` field in
|
||||
`package.json` so npm shows a Fund/Sponsor link.
|
||||
- **One-click leaderboard updates in CI** — `.github/workflows/eval-leaderboard.yml`
|
||||
("Update Skill Leaderboard") runs the evals with the `ANTHROPIC_API_KEY` secret, commits
|
||||
`evals/results.json`, and the Pages deploy re-renders the public leaderboard with real
|
||||
numbers — no local key needed. The deploy workflow now also triggers on
|
||||
`evals/results.json`.
|
||||
|
||||
### Changed
|
||||
- **Leaderboard workflow opens a PR** instead of pushing to `main` (which the branch
|
||||
ruleset blocks). After it runs, merge the auto-created results PR to publish real numbers.
|
||||
- **Faster, hang-proof evals.** The Anthropic client now has a per-request timeout (120s)
|
||||
and limited retries (429/5xx/timeout); the eval harness runs cases concurrently
|
||||
(default 4). The leaderboard workflow has a 20-minute job timeout. A 24-call run that
|
||||
was sequential now finishes in a few minutes and can't stall a job indefinitely.
|
||||
|
||||
## [20.0.0] — Agentic Tooling — 2026-06-18
|
||||
|
||||
### Added
|
||||
- **Dogfooded Action** — `.github/workflows/pr-description.yml` uses our own GitHub Action
|
||||
(`uses: ./action`) to auto-write this repo's PR descriptions when a PR opens with an
|
||||
empty body (skips quietly without the `ANTHROPIC_API_KEY` secret and on forks).
|
||||
- **GitHub Action** ([`action/`](action/)) — run any skill in CI: `uses:
|
||||
mohitagw15856/pm-claude-skills/action@main` to auto-write PR descriptions,
|
||||
changelogs, release notes, or code-review checklists. Composite action +
|
||||
dependency-free runner.
|
||||
- **`generate` command** — `npx pm-claude-skills generate --from <url|file>` turns a
|
||||
team's documentation into a `SKILL.md` that follows the authoring standard
|
||||
(`bin/generate.mjs`, needs `ANTHROPIC_API_KEY`).
|
||||
- **Skill evals + Leaderboard** — `evals/run-evals.mjs` scores skill output across models
|
||||
with an LLM judge (structure / completeness / usefulness / grounding);
|
||||
`scripts/build-leaderboard.mjs` renders a public `web/leaderboard.html` (built in the
|
||||
Pages deploy, linked from the README, catalog, and playground).
|
||||
- Shared, dependency-free Anthropic client (`bin/lib/anthropic.mjs`) used by all three.
|
||||
|
||||
## [19.0.0] — Security Auditor, Personas & Catalog — 2026-06-18
|
||||
|
||||
### Added
|
||||
- **Skill Security Auditor** — `scripts/skill-audit.mjs` scans installable content
|
||||
(`skills/*/SKILL.md` + each skill's `scripts/`) for prompt injection, data
|
||||
exfiltration, dynamic code execution, destructive shell, hardcoded secrets, and hidden
|
||||
text. HIGH findings fail CI (`skill-audit.yml`); a `security audit` badge in the README.
|
||||
Plus a new **`skill-security-auditor`** skill that teaches the same review for any skill.
|
||||
- **Personas (output-styles)** — 4 Claude Code output styles in [`output-styles/`](output-styles/)
|
||||
(Startup CTO, Growth Marketer, Solo Founder, Product Leader). `--agent claude` now also
|
||||
installs `~/.claude/output-styles/`.
|
||||
- **Orchestration guide** — [`ORCHESTRATION.md`](ORCHESTRATION.md): Skill Chain,
|
||||
Multi-Agent Handoff, Domain Deep-Dive, and Solo Sprint patterns for combining skills,
|
||||
subagents, and commands.
|
||||
- **Static skill catalog** — `scripts/build-docs.mjs` generates a server-rendered,
|
||||
SEO-indexable `web/catalog.html` of all skills (linked from the README and Playground;
|
||||
built in the Pages deploy).
|
||||
- **Public roadmap** — [`ROADMAP.md`](ROADMAP.md) with now/next/later and a "good first
|
||||
issues" list to grow contributors.
|
||||
|
||||
## [18.0.0] — Windsurf, Aider & an MCP Server — 2026-06-17
|
||||
|
||||
### Added
|
||||
- **MCP server** — `mcp/server.mjs`, a zero-dependency Model Context Protocol server
|
||||
(stdio) exposing `list_skills`, `search_skills`, and `get_skill` so MCP clients (Claude
|
||||
Desktop, Cline, …) pull skills on demand. Published as a second bin,
|
||||
`npx pm-claude-skills-mcp`.
|
||||
- **Windsurf & Aider targets** — two more export platforms (`exports/windsurf/*.md`
|
||||
workspace rules, `exports/aider/*.md` conventions) and install support in `install.sh`,
|
||||
the `npx` CLI, and one-line `windsurf-install.sh` / `aider-install.sh`. The library now
|
||||
exports to **5 platforms** (ChatGPT, Gemini, Cursor, Windsurf, Aider).
|
||||
- **Hero demo placement** — README "See it in action" block linking to the live Playground,
|
||||
ready to swap a `playground-demo.gif` in (recording guide in `web/docs-assets/README.md`).
|
||||
- **Automated npm publishing** — `.github/workflows/npm-publish.yml` publishes the package
|
||||
to npm (with provenance) when a GitHub Release is published. Requires a one-time
|
||||
`NPM_TOKEN` repo secret; no local npm needed.
|
||||
|
||||
## [17.0.0] — Agents, Commands & the npx CLI — 2026-06-17
|
||||
|
||||
### Added
|
||||
- **`npx pm-claude-skills` CLI** — a cross-platform Node installer (`bin/cli.mjs`, no bash,
|
||||
no git, works on Windows) that installs skills into any agent:
|
||||
`npx pm-claude-skills add --agent <claude|hermes|codex|openclaw|cursor>` with
|
||||
`--link` / `--target` / `--dry-run`. For `claude` it installs skills + subagents +
|
||||
commands. `package.json` is now a publishable package (`bin`, `files`, keywords).
|
||||
- **Subagents & slash commands** — the library now ships content beyond skills:
|
||||
4 Claude Code subagents in [`agents/`](agents/) (`pm-partner`, `sprint-master`,
|
||||
`cs-guardian`, `launch-captain`) and 6 slash commands in [`commands/`](commands/)
|
||||
(`/prd`, `/rice`, `/sprint-plan`, `/health-scorecard`, `/retro`, `/exec-summary`).
|
||||
`install.sh --agent claude` now installs skills **+** agents **+** commands.
|
||||
- **Skill scaffolding generator** — `scripts/new-skill.mjs` (`npm run new-skill`) creates a
|
||||
`SKILL.md` that already passes SkillCheck, lowering the barrier to contributing.
|
||||
- **`package.json`** — `npm run` entry points (`new-skill`, `skillcheck`, `build:exports`,
|
||||
`build:web`, `check`) so the repo reads as a real project.
|
||||
- **README discoverability pass** — keyword-rich H1 (Agent Skills for Claude, ChatGPT,
|
||||
Gemini, Cursor, Codex & Hermes), subagent/command count badges, and a Star History chart.
|
||||
- **SkillCheck validator** — `scripts/skillcheck.mjs` validates every `SKILL.md` against
|
||||
the authoring standard (frontmatter, name/folder match, trigger + produces clauses,
|
||||
required headings, tier referential integrity). Errors fail CI; `--strict` also fails on
|
||||
warnings. New `skillcheck.yml` workflow and a SkillCheck badge in the README.
|
||||
- **Cursor export platform** — `build-exports.mjs` now also generates
|
||||
`exports/cursor/<bundle>/<skill>/<skill>.mdc` rule files (the registry now supports
|
||||
per-skill filenames).
|
||||
- **Per-agent installers** — `scripts/install.sh` (a unified installer for
|
||||
claude · hermes · codex · openclaw · cursor, with `--link` / `--target` / `--dry-run`),
|
||||
plus curl-able one-liners `scripts/codex-install.sh`, `scripts/openclaw-install.sh`, and
|
||||
`scripts/cursor-install.sh` that clone the library and install in one command.
|
||||
|
||||
## [16.0.0] — Multi-Platform — 2026-06-17
|
||||
|
||||
The library stops being Claude-only and becomes a portable, single-source-of-truth project.
|
||||
|
||||
### Added
|
||||
- **Hermes Agent support (native).** `scripts/sync-hermes-skills.py` installs the
|
||||
canonical `skills/` into `~/.hermes/skills/` (copy or `--link` symlink). Hermes reads
|
||||
the same open `SKILL.md` standard, so there is no format conversion — it auto-discovers
|
||||
skills by their `description`, exactly like Claude Code.
|
||||
- **Multi-platform export generator.** `scripts/build-exports.mjs` renders every skill
|
||||
into platform-ready files under `exports/` from a single source of truth (the
|
||||
`SKILL.md` body), so content is never maintained twice. Ships **ChatGPT**
|
||||
(`exports/chatgpt/.../SYSTEM_PROMPT.md`) and **Google Gemini**
|
||||
(`exports/gemini/.../GEM_INSTRUCTIONS.md`) exports, plus a `PLATFORMS` registry that
|
||||
makes adding Cursor/etc. a few lines. Includes a `--check` mode and a
|
||||
`check-generated` CI workflow that fails if exports or `web/skills.json` drift.
|
||||
- **Programmatic helpers (stdlib Python) for three flagship skills.** Each runs with
|
||||
zero dependencies and computes part of the work instead of estimating by hand:
|
||||
- `sprint-planning/scripts/capacity_calculator.py` — recommended sprint commitment
|
||||
from team size, availability, velocity, and carry-over (caps at 80% of velocity).
|
||||
- `rice-prioritisation/scripts/rice_calculator.py` — calculates and ranks RICE
|
||||
scores from JSON/CSV and auto-flags quick wins, moonshots, and low-confidence items.
|
||||
- `cs-health-scorecard/scripts/health_score.py` — weighted health total out of 100
|
||||
with RAG banding and weight validation.
|
||||
- **`CHANGELOG.md`** — this file, back-filled from the release history.
|
||||
- **`SKILL-AUTHORING-STANDARD.md`** — the canonical structure every SKILL.md follows
|
||||
(frontmatter, required sections, quality bar, anti-patterns).
|
||||
- **Skill tiers** — a `TIERS.md` reference and README section marking skills as
|
||||
**Production-Ready**, **Stable**, or **Experimental** so new users start with the
|
||||
strongest work.
|
||||
- **Cross-tool compatibility** — README now documents which platforms the skills work
|
||||
on (Claude Code and Hermes natively; the SKILL.md bodies port to other agents and chat LLMs).
|
||||
- **Skill Playground upgrades** — the hosted web app gains a **tier filter** and per-tile
|
||||
tier badges, plus a *"Use this skill in another tool"* panel that copies the
|
||||
instructions formatted for ChatGPT, Gemini, or raw. Tier data comes from a single
|
||||
machine-readable source, `skill-tiers.json`.
|
||||
- **Related Projects** — README section linking to other community Claude Skills
|
||||
libraries and the `awesome-claude-skills` / `awesome-claude-code` lists.
|
||||
|
||||
### Changed
|
||||
- **Multi-platform rebrand.** README title, tagline, intro, and badges now position the
|
||||
library for Claude, ChatGPT, Gemini, and Hermes — not Claude alone. (The repository
|
||||
name, marketplace ID, and install commands are unchanged.)
|
||||
- `SECURITY.md` supported-versions table updated to the v16 release line.
|
||||
|
||||
### Fixed
|
||||
- **`web/skills.json` is now deterministic.** Removed the wall-clock `generatedAt` field
|
||||
(it was unused by the UI and made every rebuild differ), so the new `check-generated`
|
||||
CI step can reliably verify the index is in sync with the source skills.
|
||||
|
||||
## [15.0.0] — Skill Playground — 2026-06-09
|
||||
|
||||
### Added
|
||||
- **Skill Playground** — a zero-backend browser app (`web/`) to run any skill with your own
|
||||
Claude API key. Tile gallery with search + bundle filter, click-to-run forms generated from
|
||||
each skill's `Required Inputs`, live streaming output with copy / download-as-`.md`, and a
|
||||
model picker. `web/build-skills.mjs` generates `skills.json`; a GitHub Actions workflow
|
||||
auto-deploys to GitHub Pages on every push to `main`.
|
||||
|
||||
### Fixed
|
||||
- Mid-stream API errors now surface to the user instead of being silently swallowed.
|
||||
- `max_tokens` raised to 8192 to avoid truncating long outputs.
|
||||
|
||||
## [14.0.0] — Writers & Content Creators + 7 Community Skills
|
||||
|
||||
### Added
|
||||
- New profession **Writers & Content Creators** (`pm-writers`): Instagram Post
|
||||
Downloader, AEO Optimizer, Thumbnail Creator, Substack Notes Scraper, Notes Humanizer.
|
||||
- `pm-cross` (+3): Sycophancy Challenger, Last 30 Days Research, NotebookLM Connector.
|
||||
- `pm-operations` (+2): Email Triage, Morning Intelligence.
|
||||
- `pm-engineering` (+2): Context Mode, Claude Superpowers.
|
||||
|
||||
Library now spans **167 skills** across **18 professions** + 4 agent templates.
|
||||
|
||||
## [13.0.0] — Social Media Profession
|
||||
|
||||
### Added
|
||||
- New bundle `pm-social`: Social Media Audit, Influencer Brief, Community Management
|
||||
Playbook, Social Ad Campaign, Viral Content Framework.
|
||||
|
||||
## [12.0.0] — 150 Skills Milestone
|
||||
|
||||
### Added
|
||||
- 15 skills across 10 bundles, including Cohort Analysis, Data Pipeline Spec, Renewal
|
||||
Playbook, Customer Success Plan, 360-Degree Feedback Template, Team Health Check, Risk
|
||||
Register, RACI Matrix, Social Media Strategy, Product Positioning Doc, Customer Journey
|
||||
Map, User Story Writer, AI Ethics Review, Partnership Proposal, Design System Audit.
|
||||
|
||||
Library reached **150 skills** across **16 professions**.
|
||||
|
||||
## [11.0.0] — Engineering Expansion (500 ⭐)
|
||||
|
||||
### Added
|
||||
- `pm-engineering` expanded to 35 skills — CI/CD, SLOs, capacity planning, DR plans,
|
||||
threat models, schema/migration design, and more.
|
||||
|
||||
## [10.0.0] — Customer Success + Engineering
|
||||
|
||||
### Added
|
||||
- **Customer Success** bundle (`pm-cs`, 250 ⭐ milestone): Customer Health Scorecard,
|
||||
QBR Deck, Escalation Brief, Churn Analysis.
|
||||
- **Engineering** (500 ⭐ milestone): CI/CD Playbook, SLO & Error Budget, Developer
|
||||
Onboarding Doc, On-Call Runbook — plus Debugging Log Analyser, PR Description Writer,
|
||||
System Design Interview, Changelog Generator, Test Strategy Doc, Runbook Writer.
|
||||
|
||||
Library reached **114 skills** across **16 professions**.
|
||||
|
||||
## [6.0.0] — 100 Skills Milestone
|
||||
|
||||
### Added
|
||||
- Quality rebuild across all existing skills, plus 10 Figma skills.
|
||||
- 7 new skills: Teaching Lesson Plan, SEO Content Brief, Media Pitch, Change Management
|
||||
Plan, Workshop Facilitation Guide, Sales Forecasting Model, Tax Planning Checklist.
|
||||
|
||||
---
|
||||
|
||||
Earlier releases (v1.0.0 – v5.0.0) predate this changelog. See the
|
||||
[article series](README.md#-the-article-series) for the full history of how the
|
||||
library grew from the first PM toolkit to 100+ skills.
|
||||
|
||||
[Unreleased]: https://github.com/mohitagw15856/pm-claude-skills/compare/v20.0.0...HEAD
|
||||
[20.0.0]: https://github.com/mohitagw15856/pm-claude-skills/compare/v19.0.0...v20.0.0
|
||||
[19.0.0]: https://github.com/mohitagw15856/pm-claude-skills/compare/v18.0.0...v19.0.0
|
||||
[18.0.0]: https://github.com/mohitagw15856/pm-claude-skills/compare/v17.0.0...v18.0.0
|
||||
[17.0.0]: https://github.com/mohitagw15856/pm-claude-skills/compare/v16.0.0...v17.0.0
|
||||
[16.0.0]: https://github.com/mohitagw15856/pm-claude-skills/compare/v15.0.0...v16.0.0
|
||||
[15.0.0]: https://github.com/mohitagw15856/pm-claude-skills/compare/v14.0.0...v15.0.0
|
||||
[14.0.0]: https://github.com/mohitagw15856/pm-claude-skills/releases
|
||||
@@ -0,0 +1,39 @@
|
||||
# Code of Conduct
|
||||
|
||||
## Our Pledge
|
||||
|
||||
This is an open-source community built around sharing useful Claude Skills across professions. Everyone who contributes, raises issues, or participates in discussions is expected to make this a welcoming and constructive space.
|
||||
|
||||
We pledge to make participation in this project a harassment-free experience for everyone, regardless of age, background, disability, ethnicity, gender identity, level of experience, nationality, personal appearance, race, religion, or sexual identity.
|
||||
|
||||
## Our Standards
|
||||
|
||||
**Behaviour that helps this community thrive:**
|
||||
- Sharing skills that solve real workflows, with honest descriptions of what they do
|
||||
- Giving constructive feedback on PRs — specific, actionable, and respectful
|
||||
- Acknowledging other contributors' work
|
||||
- Being direct about limitations or gaps in a skill without being dismissive
|
||||
- Helping newcomers get their first PR merged
|
||||
|
||||
**Behaviour that is not acceptable:**
|
||||
- Harassment, personal attacks, or dismissive comments on contributions
|
||||
- Submitting skills that contain malicious instructions or prompt injection attempts
|
||||
- Spamming issues or PRs with low-effort or off-topic content
|
||||
- Claiming credit for someone else's skill file
|
||||
- Any form of discrimination
|
||||
|
||||
## Scope
|
||||
|
||||
This Code of Conduct applies to all spaces managed by this project — GitHub Issues, Pull Requests, Discussions, and any other forums linked from this repo.
|
||||
|
||||
## Reporting
|
||||
|
||||
If you experience or witness unacceptable behaviour, contact the maintainer directly at **mohit15856@gmail.com**. All reports will be reviewed and responded to promptly and confidentially.
|
||||
|
||||
## Enforcement
|
||||
|
||||
The maintainer reserves the right to remove comments, close PRs, or ban contributors who violate this Code of Conduct. Decisions will be made fairly and explained where possible.
|
||||
|
||||
## Attribution
|
||||
|
||||
This Code of Conduct is adapted from the [Contributor Covenant](https://www.contributor-covenant.org), version 2.1.
|
||||
+131
-164
@@ -1,197 +1,164 @@
|
||||
# Contributing to PM Claude Skills
|
||||
# Contributing to pm-claude-skills
|
||||
|
||||
Thank you for considering contributing to PM Claude Skills! This document provides guidelines for contributing.
|
||||
Thank you for wanting to contribute. This repo grows through community submissions — every profession added makes it more useful for everyone.
|
||||
|
||||
## Ways to Contribute
|
||||
|
||||
### 1. Report Bugs 🐛
|
||||
|
||||
If you find a bug in a Skill:
|
||||
|
||||
1. Check if the issue already exists in [Issues](https://github.com/mohitagw15856/pm-claude-skills/issues)
|
||||
2. If not, create a new issue using the Bug Report template
|
||||
3. Include:
|
||||
- Which Skill has the issue
|
||||
- What you expected to happen
|
||||
- What actually happened
|
||||
- Steps to reproduce
|
||||
- Your Claude version (Pro/Team/Enterprise)
|
||||
|
||||
### 2. Request Skills 💡
|
||||
|
||||
Have an idea for a new Skill?
|
||||
|
||||
1. Check [existing issues](https://github.com/mohitagw15856/pm-claude-skills/issues?q=is%3Aissue+label%3Aenhancement) to avoid duplicates
|
||||
2. Create a new issue using the Skill Request template
|
||||
3. Describe:
|
||||
- What PM task the Skill would help with
|
||||
- How you currently do this task
|
||||
- Time you spend on it
|
||||
- Example outputs
|
||||
|
||||
### 3. Improve Documentation 📚
|
||||
|
||||
Documentation improvements are always welcome:
|
||||
|
||||
- Fix typos or unclear instructions
|
||||
- Add examples
|
||||
- Improve installation guides
|
||||
- Share your use cases
|
||||
|
||||
### 4. Submit Skills 🎁
|
||||
|
||||
Want to contribute a Skill you've created?
|
||||
|
||||
**Requirements:**
|
||||
- Skill must be PM-related
|
||||
- Include complete SKILL.md with proper frontmatter
|
||||
- Provide examples of outputs
|
||||
- Must be tested and working
|
||||
- Include documentation
|
||||
|
||||
**Process:**
|
||||
1. Fork the repository
|
||||
2. Create a new branch: `git checkout -b skill/your-skill-name`
|
||||
3. Add your Skill to `skills/your-skill-name/`
|
||||
4. Update main README.md to list your Skill
|
||||
5. Submit a Pull Request
|
||||
|
||||
### 5. Improve Existing Skills 🔧
|
||||
|
||||
Found a way to make a Skill better?
|
||||
|
||||
1. Fork the repository
|
||||
2. Make your improvements
|
||||
3. Test thoroughly
|
||||
4. Submit a Pull Request with:
|
||||
- Clear description of changes
|
||||
- Why the change improves the Skill
|
||||
- Before/after examples if applicable
|
||||
|
||||
## Skill Contribution Guidelines
|
||||
|
||||
### Structure
|
||||
|
||||
Every Skill must follow this structure:
|
||||
|
||||
```
|
||||
skill-name/
|
||||
├── SKILL.md (required)
|
||||
└── [other resources as needed]
|
||||
```
|
||||
|
||||
### SKILL.md Format
|
||||
|
||||
```markdown
|
||||
---
|
||||
name: skill-name
|
||||
description: Clear description of what the skill does and when to use it. This is critical - Claude uses this to decide when to trigger the skill.
|
||||
---
|
||||
|
||||
# Skill Name
|
||||
## What We're Looking For
|
||||
|
||||
[Detailed instructions for using the skill]
|
||||
Good skills have three things in common:
|
||||
|
||||
## Structure/Template
|
||||
1. **They solve a recurring workflow** — not a one-off task. If you do this thing more than once a week and it follows a consistent structure, it's probably a good skill candidate.
|
||||
2. **They have a clear trigger** — Claude needs to know when to activate the skill. The `description` in your frontmatter is what Claude reads to decide if your skill is relevant. Make it specific.
|
||||
3. **They produce structured, useful output** — the output should be something you'd actually use at work, not a generic response.
|
||||
|
||||
[The format/structure the skill should follow]
|
||||
---
|
||||
|
||||
## Guidelines
|
||||
## How to Submit a Skill
|
||||
|
||||
[Best practices and tips]
|
||||
### Step 1: Fork the repo
|
||||
|
||||
## Examples
|
||||
Click **Fork** in the top right of the GitHub repo. This creates your own copy.
|
||||
|
||||
[Example outputs]
|
||||
```
|
||||
### Step 2: Clone your fork
|
||||
|
||||
### Quality Standards
|
||||
git clone https://github.com/YOUR_USERNAME/pm-claude-skills.git
|
||||
cd pm-claude-skills
|
||||
|
||||
Skills should:
|
||||
- ✅ Be well-documented and clear
|
||||
- ✅ Include concrete examples
|
||||
- ✅ Follow PM best practices
|
||||
- ✅ Save meaningful time (not trivial tasks)
|
||||
- ✅ Be tested and working
|
||||
- ✅ Be general enough for others to use
|
||||
- ❌ Not include proprietary company information
|
||||
- ❌ Not require external tools (unless clearly documented)
|
||||
|
||||
## Pull Request Process
|
||||
### Step 3: Create your skill folder
|
||||
|
||||
1. **Fork & Branch**
|
||||
```bash
|
||||
git clone https://github.com/mohitagw15856/pm-claude-skills.git
|
||||
cd pm-claude-skills
|
||||
git checkout -b feature/your-feature-name
|
||||
```
|
||||
Skills live in the `skills/` directory. Create a folder named after your skill using lowercase and hyphens:
|
||||
|
||||
2. **Make Changes**
|
||||
- Follow existing code style
|
||||
- Update documentation
|
||||
- Add examples
|
||||
mkdir skills/your-skill-name
|
||||
|
||||
3. **Test**
|
||||
- Test the Skill in Claude
|
||||
- Verify it works as expected
|
||||
- Check for edge cases
|
||||
|
||||
4. **Commit**
|
||||
```bash
|
||||
git add .
|
||||
git commit -m "Add: Brief description of changes"
|
||||
```
|
||||
**Naming rules:**
|
||||
- Lowercase only
|
||||
- Hyphens between words (no underscores, no spaces)
|
||||
- Descriptive but concise: `legal-contract-review` not `skill-for-reviewing-legal-contracts`
|
||||
|
||||
5. **Push & Create PR**
|
||||
```bash
|
||||
git push origin feature/your-feature-name
|
||||
```
|
||||
Then create a Pull Request on GitHub
|
||||
### Step 4: Create your SKILL.md
|
||||
|
||||
6. **PR Description Should Include:**
|
||||
- What changes you made
|
||||
- Why you made them
|
||||
- How to test them
|
||||
- Screenshots/examples (if applicable)
|
||||
Every skill needs exactly one file: `SKILL.md` (uppercase, `.md` extension).
|
||||
|
||||
## Code of Conduct
|
||||
**Minimum required structure:**
|
||||
|
||||
### Our Standards
|
||||
---
|
||||
name: your-skill-name
|
||||
description: "One sentence. Use when [trigger condition]. Produces [output description]."
|
||||
---
|
||||
|
||||
- Be respectful and inclusive
|
||||
- Welcome newcomers
|
||||
- Accept constructive criticism
|
||||
- Focus on what's best for the community
|
||||
- Show empathy towards others
|
||||
# Skill Title
|
||||
|
||||
### Unacceptable Behavior
|
||||
[Your skill instructions here]
|
||||
|
||||
- Harassment or discriminatory language
|
||||
- Trolling or insulting comments
|
||||
- Personal or political attacks
|
||||
- Publishing private information
|
||||
- Unprofessional conduct
|
||||
|
||||
### Enforcement
|
||||
**The description field is the most important part.** It's what Claude reads (~100 tokens) to decide if your skill is relevant. Write it like this:
|
||||
|
||||
Violations may result in:
|
||||
1. Warning
|
||||
2. Temporary ban
|
||||
3. Permanent ban
|
||||
✅ Good: `"Write structured incident postmortems. Use when asked for a postmortem, RCA, incident report, or P1/P2 review. Produces a blameless postmortem with timeline, root cause, impact, and action items."`
|
||||
|
||||
Report violations to: [mohit15856@gmail.com]
|
||||
❌ Too vague: `"Helps with incident reports."`
|
||||
|
||||
**Full recommended structure for a quality skill:**
|
||||
|
||||
---
|
||||
name: your-skill-name
|
||||
description: "..."
|
||||
---
|
||||
|
||||
# Skill Title
|
||||
|
||||
Brief description of what this skill does.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
What Claude should ask for if the user doesn't provide it.
|
||||
|
||||
## Output Structure
|
||||
|
||||
The exact format and sections Claude should produce.
|
||||
|
||||
## Quality Checks
|
||||
|
||||
A checklist Claude runs before delivering output.
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Example phrase that would activate this skill"
|
||||
- "Another example"
|
||||
|
||||
|
||||
### Step 5: Test your skill locally
|
||||
|
||||
Before submitting:
|
||||
|
||||
1. Copy your skill folder to `~/.claude/skills/`
|
||||
2. Open Claude Code
|
||||
3. Try your example trigger phrases
|
||||
4. Verify the output matches what your SKILL.md describes
|
||||
5. Adjust and refine until it's working well
|
||||
|
||||
### Step 6: Commit and push
|
||||
|
||||
git add skills/your-skill-name/SKILL.md
|
||||
git commit -m "feat: add [skill-name] skill for [profession/use case]"
|
||||
git push origin main
|
||||
|
||||
|
||||
### Step 7: Open a Pull Request
|
||||
|
||||
Go to your fork on GitHub and click **"Compare & pull request"**.
|
||||
|
||||
In your PR description, include:
|
||||
- **What the skill does** (1–2 sentences)
|
||||
- **Who it's for** (profession or role)
|
||||
- **Why you built it** (what workflow pain does it solve?)
|
||||
- **Example output** (paste a sample or screenshot — helps with review)
|
||||
|
||||
---
|
||||
|
||||
## Review Process
|
||||
|
||||
- PRs are reviewed weekly (usually Fridays)
|
||||
- Feedback will be left as PR comments — usually requesting a description improvement or output structure refinement
|
||||
- Once approved, your skill is merged and added to the README
|
||||
- Your GitHub handle is added to the Contributors section
|
||||
|
||||
---
|
||||
|
||||
## What Gets Rejected
|
||||
|
||||
- Skills with vague descriptions that would trigger on too many unrelated tasks
|
||||
- Skills that just wrap a single simple prompt (a skill should have structure and logic)
|
||||
- Duplicate skills — check the existing skills list before submitting
|
||||
- Skills that require external API keys or services not everyone has access to (unless clearly documented)
|
||||
|
||||
---
|
||||
|
||||
## Skills Wishlist
|
||||
|
||||
These have been requested but not yet built. Pick one up if you have the expertise:
|
||||
|
||||
| Skill | Use case |
|
||||
|---|---|
|
||||
| `legal-contract-review` | Flag key clauses and risks in contracts |
|
||||
| `financial-model-narrative` | Turn spreadsheet outputs into board-ready narrative |
|
||||
| `hr-job-description` | Write inclusive, structured JDs from a role brief |
|
||||
| `onboarding-plan` | 30/60/90-day plan for new hires |
|
||||
| `press-release` | Structured press releases from product announcements |
|
||||
| `seo-content-brief` | Content briefs with keyword strategy and outline |
|
||||
| `grant-proposal` | Structure grant applications for nonprofits and researchers |
|
||||
| `sales-battlecard` | Competitive battlecards for sales teams |
|
||||
|
||||
Suggest a new skill: [Open an issue](../../issues/new) with the label `skill-request`.
|
||||
|
||||
---
|
||||
|
||||
## Questions?
|
||||
|
||||
- 💬 Start a [Discussion](https://github.com/mohitagw15856/pm-claude-skills/discussions)
|
||||
- ✉️ Email: [mohit15856@gmail.com]
|
||||
- 🐦 Twitter: [@yourhandle]
|
||||
Open a [Discussion](../../discussions) or raise an [Issue](../../issues). Happy to help you get a skill PR-ready.
|
||||
|
||||
## Recognition
|
||||
---
|
||||
|
||||
Contributors will be:
|
||||
- Listed in the project README
|
||||
- Credited in the Skill they contributed
|
||||
- Mentioned in release notes
|
||||
|
||||
Thank you for contributing! 🙏
|
||||
*Thank you for contributing. Every skill added here saves someone an hour they'd rather spend on something else.*
|
||||
|
||||
@@ -0,0 +1,86 @@
|
||||
# Orchestration — Combining Skills, Subagents & Commands
|
||||
|
||||
A single skill answers one question well. Real work is a sequence of them. This guide
|
||||
shows four patterns for chaining the library's [skills](skills/), [subagents](agents/), and
|
||||
[slash commands](commands/) into end-to-end workflows.
|
||||
|
||||
> These are usage patterns, not new software — they work today in Claude Code (and any
|
||||
> tool that has the skills installed). Install everything first:
|
||||
> `npx pm-claude-skills add --agent claude`.
|
||||
|
||||
---
|
||||
|
||||
## 1. Skill Chain (sequential)
|
||||
|
||||
Run skills in order, feeding each output into the next. Best for a known process.
|
||||
|
||||
**Example — "new feature, from idea to sprint":**
|
||||
|
||||
```
|
||||
/rice → rank the candidate features
|
||||
/prd → write the PRD for the top one
|
||||
/sprint-plan → break it into a calibrated sprint
|
||||
```
|
||||
|
||||
Each step's output becomes the next step's input. The helper scripts (RICE, capacity)
|
||||
compute the numbers so the chain stays grounded in data, not vibes.
|
||||
|
||||
## 2. Multi-Agent Handoff
|
||||
|
||||
Delegate phases to focused [subagents](agents/); each owns its domain and hands off.
|
||||
|
||||
**Example — "launch a feature":**
|
||||
|
||||
```
|
||||
pm-partner → frames the problem, writes the PRD
|
||||
sprint-master → plans delivery, tracks the sprint
|
||||
launch-captain → positioning, GTM plan, launch checklist
|
||||
cs-guardian → post-launch account health & churn watch
|
||||
```
|
||||
|
||||
In Claude Code, just describe the work and Claude delegates by each subagent's
|
||||
`description`; or name one explicitly ("use the launch-captain subagent").
|
||||
|
||||
## 3. Domain Deep-Dive
|
||||
|
||||
Pick one bundle and run its skills together for a thorough, single-domain pass.
|
||||
|
||||
**Example — Customer Success review of an account:**
|
||||
|
||||
```
|
||||
cs-health-scorecard → score the account (weighted /100 + RAG)
|
||||
churn-analysis → diagnose risk drivers
|
||||
renewal-playbook → build the renewal plan
|
||||
qbr-deck → package it for the QBR
|
||||
```
|
||||
|
||||
Use the `cs-guardian` subagent to run the whole sequence with shared context.
|
||||
|
||||
## 4. Solo Sprint (one assistant, many skills)
|
||||
|
||||
No subagents — a single session pulls in whichever skills the task needs, on demand.
|
||||
This is the natural mode for the [MCP server](mcp/): the assistant calls `search_skills`,
|
||||
then `get_skill`, and applies the result.
|
||||
|
||||
**Example:** *"Search the skills for anything about pricing, then apply the best one to
|
||||
this offering."* → `search_skills("pricing")` → `get_skill("pricing-strategy")` → output.
|
||||
|
||||
---
|
||||
|
||||
## Picking a pattern
|
||||
|
||||
| You have… | Use |
|
||||
|---|---|
|
||||
| A known, repeatable process | **Skill Chain** |
|
||||
| Distinct phases with different expertise | **Multi-Agent Handoff** |
|
||||
| One domain to cover thoroughly | **Domain Deep-Dive** |
|
||||
| An open-ended ask, tools installed via MCP | **Solo Sprint** |
|
||||
|
||||
## Tips
|
||||
|
||||
- **Carry context forward.** Paste or reference the previous step's output so each skill
|
||||
builds on the last instead of starting cold.
|
||||
- **Compute, don't guess.** When a skill ships a helper script (RICE, sprint capacity,
|
||||
customer health), run it — chained estimates drift fast.
|
||||
- **Audit anything you didn't write.** Before chaining a skill from elsewhere, run it
|
||||
through `skill-security-auditor` (or `node scripts/skill-audit.mjs`).
|
||||
+1
-2
@@ -40,10 +40,9 @@ Get your first PM Skill working in 5 minutes.
|
||||
|
||||
Start a new conversation and try:
|
||||
|
||||
```
|
||||
Help me write a PRD for a mobile app feature
|
||||
that lets users save articles for later reading
|
||||
```
|
||||
|
||||
|
||||
Claude should automatically use the PRD Template Skill and create a structured PRD.
|
||||
|
||||
|
||||
+45
@@ -0,0 +1,45 @@
|
||||
# Roadmap
|
||||
|
||||
Where the library is headed. This is a direction, not a contract — priorities shift with
|
||||
community input. Have an idea? [Open a discussion](https://github.com/mohitagw15856/pm-claude-skills/discussions)
|
||||
or [request a skill](SKILL_REQUEST.md).
|
||||
|
||||
## ✅ Recently shipped
|
||||
|
||||
- **Multi-platform** — single-source exports to Claude, ChatGPT, Gemini, Cursor, Windsurf, Aider; native installers for Hermes, Codex, OpenClaw.
|
||||
- **`npx pm-claude-skills`** — one cross-platform install command (published on npm).
|
||||
- **MCP server** — search & pull skills on demand from any MCP client.
|
||||
- **Subagents, slash commands, personas (output-styles)** — content beyond skills.
|
||||
- **Quality gates** — SkillCheck (structure) + Skill Security Auditor (safety) in CI.
|
||||
- **Skill tiers**, a scaffolder (`npm run new-skill`), and a static skill catalog.
|
||||
|
||||
## 🔭 Now (in progress)
|
||||
|
||||
- Growing **per-skill depth** — `references/` and `templates/` for the most-used skills.
|
||||
- A browsable **docs site** beyond the catalog (per-tool install guides, search).
|
||||
|
||||
## ⏭️ Next
|
||||
|
||||
- More **export/install targets** as the `SKILL.md` standard spreads (Kilo Code, OpenCode, Windsurf rule modes).
|
||||
- **Skill chaining** helpers to make the [orchestration patterns](ORCHESTRATION.md) one-command.
|
||||
- Expanding **Production-Ready** coverage — promoting Stable skills as they prove out.
|
||||
|
||||
## 🌠 Later
|
||||
|
||||
- Community **skill packs** (curated bundles for a role/industry).
|
||||
- Internationalised skill descriptions.
|
||||
- A public **contributor leaderboard**.
|
||||
|
||||
---
|
||||
|
||||
## 🌱 Good first issues
|
||||
|
||||
New here? These are great starter contributions (open a PR — `npm run skillcheck` must pass):
|
||||
|
||||
1. **Add a requested skill** from [SKILL_REQUEST.md](SKILL_REQUEST.md) or the wishlist in the README. Scaffold it with `npm run new-skill -- --name your-skill`.
|
||||
2. **Strengthen an existing skill** — add a missing *Quality Checks* or *Anti-Patterns* section (SkillCheck warns where they're absent: `node scripts/skillcheck.mjs`).
|
||||
3. **Add a Python helper** to a skill that would benefit from computed output (see the RICE / sprint / health examples under `skills/*/scripts/`).
|
||||
4. **Add an export/install target** for another tool — it's a few lines in the `PLATFORMS` registry of `scripts/build-exports.mjs` plus the installers.
|
||||
5. **Improve docs** — a clearer example in a skill, or a fix in the catalog/README.
|
||||
|
||||
See [CONTRIBUTING.md](CONTRIBUTING.md) for the full flow.
|
||||
+60
@@ -0,0 +1,60 @@
|
||||
# Security Policy
|
||||
|
||||
## Overview
|
||||
|
||||
This repository contains Claude Skill files — plain markdown instruction files that teach Claude how to perform professional tasks. There are no backend services, APIs, authentication systems, or databases in this repo.
|
||||
|
||||
That said, security matters here in two specific ways: **skill file safety** and **prompt injection risks**.
|
||||
|
||||
## Supported Versions
|
||||
|
||||
| Version | Supported |
|
||||
|---|---|
|
||||
| v20.x (latest) | ✅ Active |
|
||||
| v18.x – v19.x | ✅ Security fixes only |
|
||||
| < v18.0.0 | ❌ No longer supported |
|
||||
|
||||
Because skills are plain markdown, "support" means we review and correct any reported
|
||||
safety issue (prompt injection, unsafe instructions) in the listed versions.
|
||||
|
||||
## Skill File Safety
|
||||
|
||||
All skills in this repo are reviewed before merging to ensure they:
|
||||
|
||||
- Do not contain instructions designed to manipulate Claude into ignoring its guidelines
|
||||
- Do not attempt prompt injection (e.g. hidden instructions to override system behaviour)
|
||||
- Do not instruct Claude to request, store, or transmit personal or sensitive data
|
||||
- Do not contain malicious commands disguised as skill instructions
|
||||
- Do not include hardcoded credentials, API keys, or personally identifiable information
|
||||
|
||||
**If you are installing skills from this repo:** the skills themselves are plain markdown instruction files. They do not execute code, make network requests, or access your file system on their own. Review any skill file before installing if you have concerns.
|
||||
|
||||
**A few skills ship optional helper scripts** (in a `scripts/` folder, e.g. the sprint, RICE, and customer-health calculators). These are pure Python standard-library programs — no third-party dependencies, no network calls, no file writes outside what you pass them. They only run when you explicitly invoke them. Read any script before running it, exactly as you would any code from the internet.
|
||||
|
||||
## Reporting a Vulnerability
|
||||
|
||||
If you discover a skill file in this repo that contains malicious instructions, a prompt injection attempt, or any content that could cause harm to users of Claude Code, please report it **privately** before raising a public issue.
|
||||
|
||||
**How to report:**
|
||||
|
||||
Email: **mohit15856@gmail.com**
|
||||
Subject line: `[SECURITY] pm-claude-skills — <brief description>`
|
||||
|
||||
Include:
|
||||
- The skill file path (e.g. `plugins/pm-gtm/skills/go-to-market/SKILL.md`)
|
||||
- A description of the issue
|
||||
- Why you believe it is a security concern
|
||||
|
||||
**Response time:** You will receive an acknowledgement within 48 hours and a resolution or update within 7 days.
|
||||
|
||||
Please do not open a public GitHub Issue for security vulnerabilities — use the email above. Public disclosure before a fix is in place puts other users at risk.
|
||||
|
||||
## Community Contributions
|
||||
|
||||
All pull requests adding new skill files are reviewed for the safety criteria listed above before merging. If you are submitting a skill, ensure it:
|
||||
|
||||
- Only contains instructions relevant to the stated professional workflow
|
||||
- Does not include any attempt to override Claude's built-in guidelines
|
||||
- Does not ask Claude to collect or relay user data
|
||||
|
||||
See [CONTRIBUTING.md](CONTRIBUTING.md) for full contribution guidelines.
|
||||
@@ -0,0 +1,103 @@
|
||||
# Skill Authoring Standard
|
||||
|
||||
This is the canonical structure every skill in this library follows. It exists so
|
||||
that 160+ skills feel like one coherent product rather than a folder of loose prompts,
|
||||
and so contributors know exactly what "done" looks like. If you are adding or editing a
|
||||
skill, match this standard.
|
||||
|
||||
It complements [CONTRIBUTING.md](CONTRIBUTING.md) (how to submit) — this document is
|
||||
about *what a good skill contains*.
|
||||
|
||||
---
|
||||
|
||||
## 1. File layout
|
||||
|
||||
```
|
||||
skills/
|
||||
your-skill-name/
|
||||
SKILL.md # required — the skill itself
|
||||
scripts/ # optional — stdlib-only helper programs
|
||||
your_helper.py
|
||||
```
|
||||
|
||||
- One skill per folder. Folder name = skill name = `name` in the frontmatter.
|
||||
- Use lowercase, hyphenated names (`customer-journey-map`, not `CustomerJourneyMap`).
|
||||
- A skill must be useful with `SKILL.md` alone. Scripts are an enhancement, never a
|
||||
prerequisite.
|
||||
- **Never hand-edit `exports/`.** Those platform files (e.g. ChatGPT `SYSTEM_PROMPT.md`)
|
||||
are generated from the `SKILL.md` body by `scripts/build-exports.mjs`. Edit the source
|
||||
skill and regenerate; CI fails if they drift.
|
||||
|
||||
## 2. Frontmatter (required)
|
||||
|
||||
```yaml
|
||||
---
|
||||
name: your-skill-name
|
||||
description: "One sentence on what it does. Use when [trigger conditions]. Produces [the concrete output]."
|
||||
---
|
||||
```
|
||||
|
||||
The `description` is the single most important line — it is all the model sees when
|
||||
deciding whether to load the skill. It must contain three things:
|
||||
|
||||
1. **What** the skill does, in one clause.
|
||||
2. **Use when…** — explicit trigger phrases a user would actually say.
|
||||
3. **Produces…** — the concrete artifact, so the model knows the payoff.
|
||||
|
||||
Keep it under ~3 sentences. Write triggers from the user's vocabulary, not internal jargon.
|
||||
|
||||
## 3. Body sections
|
||||
|
||||
Use this section order. Not every skill needs every section, but strong skills include
|
||||
most of them, and the **bold** ones are required.
|
||||
|
||||
| Section | Purpose |
|
||||
|---|---|
|
||||
| `# Skill Title` + one-line summary | **Required.** Restate the value in plain language. |
|
||||
| **What This Skill Produces** | Bullet list of the deliverables. Sets expectations. |
|
||||
| **Required Inputs** | What to ask the user for if it isn't provided. Prevents guessing. |
|
||||
| Framework / Formula / Scale | The method, rubric, weights, or formula the skill applies. |
|
||||
| Programmatic Helper | If the skill has a script, show how to run it and what it returns. |
|
||||
| **Output Format** | A concrete template (headings, tables) of the final artifact. |
|
||||
| **Quality Checks** | A checklist the output must pass before it's handed over. |
|
||||
| **Anti-Patterns** | Explicit "Do not…" rules — the mistakes this skill prevents. |
|
||||
|
||||
## 4. Quality bar
|
||||
|
||||
A skill is ready to merge when:
|
||||
|
||||
- [ ] The `description` has all three parts (what / use when / produces).
|
||||
- [ ] It solves a **recurring** professional workflow, not a one-off task.
|
||||
- [ ] It asks for missing inputs rather than inventing them.
|
||||
- [ ] The output format is concrete enough that two runs look like the same product.
|
||||
- [ ] It includes **Quality Checks** and **Anti-Patterns** — these are what make a skill
|
||||
trustworthy, not just a prompt.
|
||||
- [ ] It works with no setup beyond reading the file (scripts excepted, and those are
|
||||
stdlib-only).
|
||||
- [ ] It passes **SkillCheck**: `node scripts/skillcheck.mjs` reports no errors (warnings
|
||||
are advisory). CI runs this on every PR that touches `skills/`.
|
||||
|
||||
## 5. Helper scripts (optional)
|
||||
|
||||
Some skills ship a `scripts/` folder that computes part of the work. Rules:
|
||||
|
||||
- **Standard library only.** No `pip install`. No third-party imports.
|
||||
- **No network access, no surprise file writes.** Read input, print output.
|
||||
- Accept input via flags *and* JSON (file or stdin); offer `--json` output for chaining.
|
||||
- Include a module docstring with runnable examples and a `--help` via `argparse`.
|
||||
- The script augments the skill — the SKILL.md must still produce a good result without it.
|
||||
|
||||
See `skills/rice-prioritisation/scripts/rice_calculator.py` for a reference example.
|
||||
|
||||
## 6. Tone and safety
|
||||
|
||||
- Write instructions *to the model* ("Ask for…", "Flag any…", "Never write…").
|
||||
- British or American spelling is fine; be consistent within a skill.
|
||||
- No prompt injection, no instructions to override model guidelines, no requests to
|
||||
collect or transmit user data. See [SECURITY.md](SECURITY.md).
|
||||
|
||||
## 7. Tiering
|
||||
|
||||
New skills enter as **Experimental**. Once a skill has a stable output format, quality
|
||||
checks, and real-world use, it can be promoted to **Stable** or **Production-Ready** in
|
||||
[TIERS.md](TIERS.md). Tiering is honest signposting, not a value judgement on effort.
|
||||
@@ -0,0 +1,65 @@
|
||||
# Skill Requests — Community Voting Board
|
||||
|
||||
Have an idea for a skill? Add it here or upvote existing requests by leaving a 👍 reaction on the issue.
|
||||
|
||||
---
|
||||
|
||||
## How to Request a Skill
|
||||
|
||||
1. [Open an issue](https://github.com/mohitagw15856/pm-claude-skills/issues/new) with the label `skill-request`
|
||||
2. Include:
|
||||
- **Skill name** (what you'd call it)
|
||||
- **Profession** (who uses this)
|
||||
- **Trigger** (when would you invoke it — e.g. "when I need to write X")
|
||||
- **Output** (what should Claude produce)
|
||||
3. Drop a 👍 on existing requests you'd use — most-voted get built first
|
||||
|
||||
---
|
||||
|
||||
## Milestone Unlocks
|
||||
|
||||
Stars drive the roadmap. Here's what's queued:
|
||||
|
||||
| Milestone | Unlocks |
|
||||
|---|---|
|
||||
| ✅ 100 ⭐ | 10 Figma skills + quality rebuild across all skills (v6.0.0) |
|
||||
| 🔒 250 ⭐ | 10 Customer Success skills (health scorecard, QBR deck, escalation brief, churn analysis) |
|
||||
| 🔒 500 ⭐ | 25 more Engineering skills (CI/CD playbooks, debugging deep-dives, onboarding docs, SLO templates) |
|
||||
| 🔒 1000 ⭐ | Full Startup Founder kit (fundraising memo, pitch critique, co-founder agreement framework) |
|
||||
|
||||
**[Star this repo →](https://github.com/mohitagw15856/pm-claude-skills)**
|
||||
|
||||
---
|
||||
|
||||
## Requested Skills (Open)
|
||||
|
||||
Add a request by opening an issue — these are current top asks from the community:
|
||||
|
||||
| Skill | Profession | Requested By | Votes |
|
||||
|---|---|---|---|
|
||||
| `customer-health-scorecard` | Customer Success | [@mohitagw15856](https://github.com/mohitagw15856) | — |
|
||||
| `qbr-deck-writer` | Customer Success | [@mohitagw15856](https://github.com/mohitagw15856) | — |
|
||||
| `escalation-brief` | Customer Success | [@mohitagw15856](https://github.com/mohitagw15856) | — |
|
||||
| `fundraising-memo` | Startup / Founder | [@mohitagw15856](https://github.com/mohitagw15856) | — |
|
||||
| `youtube-script-writer` | Content Creator | [@mohitagw15856](https://github.com/mohitagw15856) | — |
|
||||
| `newsletter-issue-writer` | Content Creator | [@mohitagw15856](https://github.com/mohitagw15856) | — |
|
||||
| `analytics-event-taxonomy` | Data / Analytics | [@mohitagw15856](https://github.com/mohitagw15856) | — |
|
||||
| `kpi-tree-builder` | Data / Analytics | [@mohitagw15856](https://github.com/mohitagw15856) | — |
|
||||
| `dissertation-chapter-planner` | Academic | [@mohitagw15856](https://github.com/mohitagw15856) | — |
|
||||
| `board-minutes` | Governance | Community | — |
|
||||
|
||||
> **To vote:** React with 👍 on the linked issue. To add a new request, open an issue with label `skill-request`.
|
||||
|
||||
---
|
||||
|
||||
## Recently Shipped
|
||||
|
||||
| Version | Skills Added |
|
||||
|---|---|
|
||||
| v7.0.0 | Debugging Log Analyser, PR Description Writer, System Design Interview, Changelog Generator, Test Strategy Doc, Runbook Writer |
|
||||
| v6.0.0 | Teaching Lesson Plan, SEO Content Brief, Media Pitch, Change Management Plan, Workshop Facilitation Guide, Sales Forecasting Model, Tax Planning Checklist |
|
||||
| v5.0.0 | 10 Figma skills |
|
||||
|
||||
---
|
||||
|
||||
*Maintained by [Mohit Aggarwal](https://github.com/mohitagw15856)*
|
||||
@@ -0,0 +1,87 @@
|
||||
# Skill Tiers
|
||||
|
||||
Not every skill in a 170+ library is at the same level of maturity — and pretending
|
||||
otherwise wastes your time. This page tiers the skills honestly so you can start with the
|
||||
strongest work and know what to expect from the rest.
|
||||
|
||||
| Tier | What it means |
|
||||
|---|---|
|
||||
| 🟢 **Production-Ready** | Battle-tested, stable output format, used in real work. Includes the skills with computed helper scripts. Start here. |
|
||||
| 🔵 **Stable** | Solid and well-structured. Reliable output; smaller track record than Production-Ready. This is the default tier for most of the library. |
|
||||
| 🟡 **Experimental** | Newer, niche, or dependent on an external tool/API/scrape (Gemini, Gmail, browser automation, social scraping). Useful, but more setup and more moving parts — expect rough edges. |
|
||||
|
||||
> ⚙️ = ships a stdlib-only Python helper script that computes part of the work.
|
||||
|
||||
---
|
||||
|
||||
## 🟢 Production-Ready (47)
|
||||
|
||||
These are the skills to reach for first — the most-used, most-refined frameworks in the
|
||||
library.
|
||||
|
||||
**Product core**
|
||||
`prd-template` · `meeting-notes` · `stakeholder-update` · `user-research-synthesis` · `competitive-analysis`
|
||||
|
||||
**Prioritisation & planning**
|
||||
`rice-prioritisation` ⚙️ · `feature-prioritisation` · `okr-builder` · `roadmap-narrative` · `rice-impact-matrix`
|
||||
|
||||
**Delivery**
|
||||
`sprint-planning` ⚙️ · `sprint-brief` · `user-story-writer` · `retro-analysis` · `ab-test-planner` · `product-launch-checklist` · `technical-spec-template`
|
||||
|
||||
**Discovery**
|
||||
`customer-journey-map` · `assumption-mapper` · `user-interview-synthesis` · `discovery-interview-guide` · `job-story-mapper`
|
||||
|
||||
**Data & analytics**
|
||||
`data-analysis-standard` · `retention-analysis` · `cohort-analysis` · `metrics-framework` · `product-health-analysis`
|
||||
|
||||
**Customer success**
|
||||
`cs-health-scorecard` ⚙️ · `churn-analysis` · `qbr-deck` · `renewal-playbook` · `customer-success-plan` · `cs-escalation-brief`
|
||||
|
||||
**Engineering**
|
||||
`code-review-checklist` · `incident-postmortem` · `architecture-decision-record` · `api-docs-writer` · `runbook-writer` · `changelog-generator` · `pr-description-writer` · `technical-debt-register`
|
||||
|
||||
**GTM & strategy**
|
||||
`go-to-market` · `competitor-teardown` · `product-positioning-doc`
|
||||
|
||||
**Cross-profession**
|
||||
`executive-summary` · `press-release` · `skill-security-auditor`
|
||||
|
||||
---
|
||||
|
||||
## 🟡 Experimental
|
||||
|
||||
These depend on external services, scraping, or browser/desktop automation. They can be
|
||||
genuinely useful, but they have more setup and more failure modes than a self-contained
|
||||
markdown skill — treat output as a strong draft, and expect to adapt them to your
|
||||
environment.
|
||||
|
||||
| Skill | Why it's experimental |
|
||||
|---|---|
|
||||
| `instagram-post-downloader` | Depends on Instagram's page structure; can break when the site changes. |
|
||||
| `substack-notes-scraper` | Scrapes Substack engagement data; fragile to layout changes. |
|
||||
| `thumbnail-creator` | Requires a Gemini API key and image generation. |
|
||||
| `notebooklm-connector` | Drives NotebookLM via a Chrome extension / browser automation. |
|
||||
| `email-triage` | Requires Gmail access and a configured time window. |
|
||||
| `morning-intelligence` | Designed for scheduled-task / routine setups; depends on your news sources. |
|
||||
| `last-30-days-research` | Relies on live Reddit / X / web search availability and quality. |
|
||||
| `competitor-signal-tracker` | Depends on the live sources you point it at. |
|
||||
| `multi-source-signal-synthesiser` | Quality depends on the breadth/quality of sources supplied. |
|
||||
|
||||
---
|
||||
|
||||
## 🔵 Stable (everything else)
|
||||
|
||||
Every skill not listed above is **Stable**: well-structured, reliable output, broadly
|
||||
useful — just with a shorter track record than the Production-Ready set. Browse the full
|
||||
list in the [README](README.md#️-all-167-skills).
|
||||
|
||||
---
|
||||
|
||||
*Tiers are reviewed as skills mature. New skills enter as Experimental and are promoted
|
||||
once they have a stable output format and real-world use — see
|
||||
[SKILL-AUTHORING-STANDARD.md](SKILL-AUTHORING-STANDARD.md#7-tiering). Think a skill is
|
||||
mis-tiered? [Open an issue](../../issues).*
|
||||
|
||||
> **For tooling:** the machine-readable tier membership lives in
|
||||
> [`skill-tiers.json`](skill-tiers.json) (the Skill Playground reads it to badge and
|
||||
> filter skills). Keep this page and that file in sync when re-tiering.
|
||||
@@ -0,0 +1,65 @@
|
||||
# PM Skills — GitHub Action
|
||||
|
||||
Run any skill from this library inside **your** repo's CI. Turn the library's frameworks
|
||||
into automation: auto-write PR descriptions, generate release notes and changelogs, or run
|
||||
a code-review checklist — on every push or PR.
|
||||
|
||||
```yaml
|
||||
- uses: mohitagw15856/pm-claude-skills/action@main
|
||||
with:
|
||||
skill: pr-description-writer
|
||||
input: ${{ steps.diff.outputs.text }}
|
||||
api_key: ${{ secrets.ANTHROPIC_API_KEY }}
|
||||
```
|
||||
|
||||
## Inputs
|
||||
|
||||
| Input | Required | Description |
|
||||
|---|---|---|
|
||||
| `skill` | ✅ | Skill name, e.g. `pr-description-writer`, `changelog-generator`, `code-review-checklist`. |
|
||||
| `input` | — | The text/context to run the skill on. |
|
||||
| `input_file` | — | Read input from a file instead of `input`. |
|
||||
| `api_key` | ✅ | Anthropic API key (store as a repo secret). |
|
||||
| `model` | — | Model id (default `claude-sonnet-4-6`). |
|
||||
| `output_file` | — | Also write the result to this file. |
|
||||
|
||||
**Output:** `result` — the skill's output (use `output_file` for long, multi-line results).
|
||||
|
||||
## Example — auto-write a PR description
|
||||
|
||||
```yaml
|
||||
name: PR description
|
||||
on: { pull_request: { types: [opened] } }
|
||||
permissions: { contents: read, pull-requests: write }
|
||||
jobs:
|
||||
describe:
|
||||
runs-on: ubuntu-latest
|
||||
steps:
|
||||
- uses: actions/checkout@v4
|
||||
with: { fetch-depth: 0 }
|
||||
- id: diff
|
||||
run: |
|
||||
echo "text<<EOF" >> "$GITHUB_OUTPUT"
|
||||
git diff origin/${{ github.base_ref }}...HEAD --stat >> "$GITHUB_OUTPUT"
|
||||
echo "EOF" >> "$GITHUB_OUTPUT"
|
||||
- id: skill
|
||||
uses: mohitagw15856/pm-claude-skills/action@main
|
||||
with:
|
||||
skill: pr-description-writer
|
||||
input: ${{ steps.diff.outputs.text }}
|
||||
api_key: ${{ secrets.ANTHROPIC_API_KEY }}
|
||||
- uses: actions/github-script@v7
|
||||
with:
|
||||
script: |
|
||||
github.rest.pulls.update({ owner: context.repo.owner, repo: context.repo.repo,
|
||||
pull_number: context.issue.number, body: process.env.BODY })
|
||||
env: { BODY: ${{ steps.skill.outputs.result }} }
|
||||
```
|
||||
|
||||
## Other ideas
|
||||
|
||||
- `skill: changelog-generator` from `git log` → write `CHANGELOG.md`.
|
||||
- `skill: release-notes` on tag push → set the GitHub Release body.
|
||||
- `skill: code-review-checklist` → post a review checklist as a PR comment.
|
||||
|
||||
Pin to a release tag (e.g. `@v19`) for stability once you've tried `@main`.
|
||||
@@ -0,0 +1,51 @@
|
||||
name: 'PM Skills — Run a Skill'
|
||||
description: 'Run any pm-claude-skills SKILL.md in CI — auto PR descriptions, changelogs, release notes, code-review checklists, and more.'
|
||||
author: 'Mohit Aggarwal'
|
||||
branding:
|
||||
icon: 'cpu'
|
||||
color: 'purple'
|
||||
|
||||
inputs:
|
||||
skill:
|
||||
description: 'Skill name to run (e.g. pr-description-writer, changelog-generator, code-review-checklist).'
|
||||
required: true
|
||||
input:
|
||||
description: 'The input/context text the skill should work on.'
|
||||
required: false
|
||||
input_file:
|
||||
description: 'Read the input from this file instead of the `input` string.'
|
||||
required: false
|
||||
api_key:
|
||||
description: 'Anthropic API key (store it as a secret).'
|
||||
required: true
|
||||
model:
|
||||
description: 'Claude model id.'
|
||||
required: false
|
||||
default: 'claude-sonnet-4-6'
|
||||
output_file:
|
||||
description: 'If set, also write the result to this file.'
|
||||
required: false
|
||||
max_tokens:
|
||||
description: 'Max output tokens.'
|
||||
required: false
|
||||
default: '4096'
|
||||
|
||||
outputs:
|
||||
result:
|
||||
description: 'The skill output (also use output_file for multi-line results).'
|
||||
value: ${{ steps.run.outputs.result }}
|
||||
|
||||
runs:
|
||||
using: composite
|
||||
steps:
|
||||
- id: run
|
||||
shell: bash
|
||||
run: node "$GITHUB_ACTION_PATH/run.mjs"
|
||||
env:
|
||||
INPUT_SKILL: ${{ inputs.skill }}
|
||||
INPUT_INPUT: ${{ inputs.input }}
|
||||
INPUT_INPUT_FILE: ${{ inputs.input_file }}
|
||||
INPUT_API_KEY: ${{ inputs.api_key }}
|
||||
INPUT_MODEL: ${{ inputs.model }}
|
||||
INPUT_OUTPUT_FILE: ${{ inputs.output_file }}
|
||||
INPUT_MAX_TOKENS: ${{ inputs.max_tokens }}
|
||||
@@ -0,0 +1,58 @@
|
||||
#!/usr/bin/env node
|
||||
// Runner for the pm-skills GitHub Action. Loads a bundled SKILL.md, runs it on
|
||||
// the provided input via the Anthropic API, and exposes the result as a step
|
||||
// output (and optionally a file). Inputs arrive as INPUT_* env vars.
|
||||
import { readFileSync, existsSync, writeFileSync, appendFileSync } from 'node:fs';
|
||||
import { join, dirname } from 'node:path';
|
||||
import { fileURLToPath, pathToFileURL } from 'node:url';
|
||||
import { complete, parseSkill } from '../bin/lib/anthropic.mjs';
|
||||
|
||||
const ACTION_DIR = dirname(fileURLToPath(import.meta.url));
|
||||
const REPO_ROOT = join(ACTION_DIR, '..');
|
||||
|
||||
const inp = (name, def = '') => (process.env[`INPUT_${name.toUpperCase()}`] ?? def).trim();
|
||||
|
||||
// Pure: assemble the system prompt + user message for a skill run (testable offline).
|
||||
export function buildRequest(skillBody, userInput) {
|
||||
const system = skillBody +
|
||||
'\n\n---\nExecute this skill now on the input below and produce the complete output. ' +
|
||||
'Do not ask follow-up questions — work with what is given and note any reasonable assumptions. ' +
|
||||
'Output only the finished artifact (no preamble).';
|
||||
return { system, messages: [{ role: 'user', content: userInput }] };
|
||||
}
|
||||
|
||||
async function main() {
|
||||
const skill = inp('skill');
|
||||
if (!skill) throw new Error('Input `skill` is required.');
|
||||
const apiKey = inp('api_key') || process.env.ANTHROPIC_API_KEY || '';
|
||||
const model = inp('model', 'claude-sonnet-4-6');
|
||||
const maxTokens = parseInt(inp('max_tokens', '4096'), 10) || 4096;
|
||||
|
||||
let input = inp('input');
|
||||
const inputFile = inp('input_file');
|
||||
if (!input && inputFile && existsSync(inputFile)) input = readFileSync(inputFile, 'utf8');
|
||||
if (!input) throw new Error('Provide `input` or `input_file`.');
|
||||
|
||||
const skillFile = join(REPO_ROOT, 'skills', skill, 'SKILL.md');
|
||||
if (!existsSync(skillFile)) throw new Error(`Unknown skill "${skill}" (no skills/${skill}/SKILL.md).`);
|
||||
const { body } = parseSkill(readFileSync(skillFile, 'utf8'));
|
||||
|
||||
const { system, messages } = buildRequest(body, input);
|
||||
console.log(`Running skill "${skill}" with ${model}…`);
|
||||
const result = await complete({ apiKey, model, system, messages, maxTokens });
|
||||
|
||||
// Step output (multiline-safe heredoc) + optional file.
|
||||
if (process.env.GITHUB_OUTPUT) {
|
||||
const d = `EOF_${Math.random().toString(36).slice(2)}`;
|
||||
appendFileSync(process.env.GITHUB_OUTPUT, `result<<${d}\n${result}\n${d}\n`);
|
||||
}
|
||||
const outFile = inp('output_file');
|
||||
if (outFile) { writeFileSync(outFile, result + '\n'); console.log(`Wrote ${outFile}`); }
|
||||
|
||||
console.log('\n----- skill output -----\n' + result);
|
||||
}
|
||||
|
||||
// Run only when executed directly (so tests can import buildRequest).
|
||||
if (import.meta.url === pathToFileURL(process.argv[1] || '').href) {
|
||||
main().catch((e) => { console.error(`Error: ${e.message}`); process.exit(1); });
|
||||
}
|
||||
@@ -0,0 +1,20 @@
|
||||
# Subagents
|
||||
|
||||
Claude Code **subagents** built from this library's skills — focused personas Claude can delegate to automatically based on their `description`.
|
||||
|
||||
| Agent | Use it for | Skills it leans on |
|
||||
|---|---|---|
|
||||
| `pm-partner` | PRDs, prioritisation, stakeholder updates, exec summaries | prd-template, rice-prioritisation, stakeholder-update, executive-summary |
|
||||
| `sprint-master` | Sprint planning, retros, velocity, user stories | sprint-planning, retro-analysis, sprint-velocity-analysis, user-story-writer |
|
||||
| `cs-guardian` | Account health, churn, renewals, escalations, QBRs | cs-health-scorecard, churn-analysis, renewal-playbook, qbr-deck |
|
||||
| `launch-captain` | Positioning, GTM, launch checklists, competitor teardowns | product-positioning-doc, go-to-market, product-launch-checklist, competitor-teardown |
|
||||
|
||||
## Install
|
||||
|
||||
```bash
|
||||
./scripts/install.sh --agent claude # installs skills + agents + commands into ~/.claude/
|
||||
# or copy manually:
|
||||
cp agents/*.md ~/.claude/agents/
|
||||
```
|
||||
|
||||
Then in Claude Code, ask for the kind of work an agent covers and Claude will delegate to it — or invoke explicitly (e.g. "use the cs-guardian subagent"). Agents that ship a helper script will run it to compute results.
|
||||
@@ -0,0 +1,19 @@
|
||||
---
|
||||
name: cs-guardian
|
||||
description: Customer success partner for account health, churn risk, renewals, escalations, and QBRs. Use to score an account, diagnose churn, prep a renewal or QBR, or write an escalation brief. Computes the weighted health score programmatically.
|
||||
tools: Read, Write, Edit, Grep, Glob, Bash
|
||||
model: inherit
|
||||
---
|
||||
|
||||
You protect and grow customer accounts with evidence, not gut feel.
|
||||
|
||||
## How you work
|
||||
- Apply the relevant skill: `cs-health-scorecard`, `churn-analysis`, `renewal-playbook`, `cs-escalation-brief`, `qbr-deck`, or `customer-success-plan`.
|
||||
- For health scores, **run** `skills/cs-health-scorecard/scripts/health_score.py` to compute the weighted /100 total and RAG band.
|
||||
- Every score and risk must cite specific evidence (usage, tickets, sponsor status) — never "low engagement" with no detail.
|
||||
- Recommended actions always have a named owner and a deadline.
|
||||
|
||||
## Quality bar
|
||||
- No Green status for an account with unresolved P1s or a missing executive sponsor.
|
||||
- Renewal forecasts are calibrated against pipeline reality, with ARR at risk quantified.
|
||||
- Distinguish product usage from value delivered.
|
||||
@@ -0,0 +1,19 @@
|
||||
---
|
||||
name: launch-captain
|
||||
description: Go-to-market and launch partner for positioning, GTM plans, launch checklists, competitor teardowns, and press/announcements. Use to position a product, plan a launch, or analyse a competitor.
|
||||
tools: Read, Write, Edit, Grep, Glob, Bash
|
||||
model: inherit
|
||||
---
|
||||
|
||||
You take products to market with sharp positioning and a calm, complete launch plan.
|
||||
|
||||
## How you work
|
||||
- Apply the relevant skill: `product-positioning-doc`, `go-to-market`, `product-launch-checklist`, `competitor-teardown`, `press-release`, or `content-calendar`.
|
||||
- Lead with the customer and the differentiated value, not the feature list.
|
||||
- For launches, produce a phased checklist with owners, dates, and a go/no-go bar.
|
||||
- Ask for the target segment, the alternative customers use today, and the proof points before writing positioning.
|
||||
|
||||
## Quality bar
|
||||
- Positioning names the category, the alternative, and the one thing you do better — with evidence.
|
||||
- Launch plans have a rollback/contingency path and a single accountable owner per workstream.
|
||||
- Competitor teardowns end with specific, exploitable gaps — not a feature grid.
|
||||
@@ -0,0 +1,19 @@
|
||||
---
|
||||
name: pm-partner
|
||||
description: Strategic product-management partner. Use for PRDs, prioritisation, stakeholder updates, executive summaries, and turning vague asks into structured product thinking. Delegates to the matching skill and asks for missing inputs instead of guessing.
|
||||
tools: Read, Write, Edit, Grep, Glob, Bash
|
||||
model: inherit
|
||||
---
|
||||
|
||||
You are a senior product manager acting as a hands-on partner. You turn fuzzy requests into clear, decision-ready artifacts.
|
||||
|
||||
## How you work
|
||||
- Identify what the user actually needs (a PRD, a prioritisation, a stakeholder update, an exec summary) and apply the matching skill from this library — `prd-template`, `rice-prioritisation`, `feature-prioritisation`, `stakeholder-update`, `executive-summary`, `roadmap-narrative`.
|
||||
- **Ask for missing inputs** before producing output. Never invent metrics, dates, or user counts.
|
||||
- Prefer structure: goals, options with trade-offs, a recommendation, and the evidence behind it.
|
||||
- When a skill ships a helper script (e.g. `skills/rice-prioritisation/scripts/rice_calculator.py`), run it to compute results rather than estimating.
|
||||
|
||||
## Quality bar
|
||||
- Every recommendation states the trade-off it accepts.
|
||||
- Outputs are scannable: headings, tables, and a one-line "so what".
|
||||
- Flag assumptions explicitly and separate them from facts.
|
||||
@@ -0,0 +1,19 @@
|
||||
---
|
||||
name: sprint-master
|
||||
description: Agile delivery partner for sprint planning, retrospectives, velocity analysis, and user stories. Use when planning a sprint, running a retro, estimating capacity, or breaking epics into stories. Uses the capacity calculator to size commitments.
|
||||
tools: Read, Write, Edit, Grep, Glob, Bash
|
||||
model: inherit
|
||||
---
|
||||
|
||||
You run agile delivery rituals with discipline and a bias for realistic commitments.
|
||||
|
||||
## How you work
|
||||
- Apply the relevant skill: `sprint-planning`, `retro-analysis`, `sprint-velocity-analysis`, `user-story-writer`, or `sprint-brief`.
|
||||
- For capacity, **run** `skills/sprint-planning/scripts/capacity_calculator.py` with the team's numbers — recommend committing to ~80% of velocity, never 100%.
|
||||
- Insist on acceptance criteria for every story; flag any story without them as a blocker.
|
||||
- Split anything estimated at 8+ points before it enters the sprint.
|
||||
|
||||
## Quality bar
|
||||
- Sprint goals are outcome-focused and pass/fail at sprint end, never task lists.
|
||||
- Carry-overs are counted against capacity before new work is pulled in.
|
||||
- Retros end with owned, dated action items — not vibes.
|
||||
Executable
+184
@@ -0,0 +1,184 @@
|
||||
#!/usr/bin/env node
|
||||
// pm-claude-skills — cross-platform installer for the skill library.
|
||||
// Works on Windows / macOS / Linux (pure Node, no bash, no git required).
|
||||
//
|
||||
// npx pm-claude-skills add --agent codex
|
||||
// npx pm-claude-skills add --agent claude # skills + subagents + commands
|
||||
// npx pm-claude-skills add --agent cursor # .mdc rules into ./.cursor/rules
|
||||
// npx pm-claude-skills list
|
||||
//
|
||||
// Flags for `add`:
|
||||
// --agent <name> claude | hermes | codex | openclaw | cursor (required)
|
||||
// --target <path> override the default install directory
|
||||
// --link symlink instead of copy (native agents; falls back to copy)
|
||||
// --dry-run print what would happen without writing
|
||||
import { readdirSync, existsSync, mkdirSync, rmSync, cpSync, symlinkSync, copyFileSync, statSync } from 'node:fs';
|
||||
import { join, dirname, basename, resolve } from 'node:path';
|
||||
import { fileURLToPath } from 'node:url';
|
||||
import { homedir } from 'node:os';
|
||||
import { createRequire } from 'node:module';
|
||||
|
||||
const PKG_ROOT = dirname(dirname(fileURLToPath(import.meta.url)));
|
||||
const STAR = '⭐ Find this useful? Star the repo: https://github.com/mohitagw15856/pm-claude-skills';
|
||||
const VERSION = (() => {
|
||||
try { return createRequire(import.meta.url)('../package.json').version; } catch { return '0.0.0'; }
|
||||
})();
|
||||
|
||||
const NATIVE = new Set(['claude', 'hermes', 'codex', 'openclaw']);
|
||||
// Rule-file agents install generated files from exports/<agent> (ext per agent).
|
||||
const RULEFILE = { cursor: '.mdc', windsurf: '.md', aider: '.md' };
|
||||
const defaultTarget = (agent) => ({
|
||||
claude: join(homedir(), '.claude', 'skills'),
|
||||
hermes: join(homedir(), '.hermes', 'skills'),
|
||||
codex: join(homedir(), '.codex', 'skills'),
|
||||
openclaw: join(homedir(), '.openclaw', 'skills'),
|
||||
cursor: join(process.cwd(), '.cursor', 'rules'),
|
||||
windsurf: join(process.cwd(), '.windsurf', 'rules'),
|
||||
aider: join(process.cwd(), '.aider', 'skills'),
|
||||
}[agent]);
|
||||
|
||||
function parse(argv) {
|
||||
const out = { _: [] };
|
||||
for (let i = 0; i < argv.length; i++) {
|
||||
const a = argv[i];
|
||||
if (a === '--link') out.link = true;
|
||||
else if (a === '--dry-run') out.dryRun = true;
|
||||
else if (a === '--help' || a === '-h') out.help = true;
|
||||
else if (a === '--version' || a === '-v') out.version = true;
|
||||
else if (a.startsWith('--')) { out[a.slice(2)] = argv[i + 1]; i++; }
|
||||
else out._.push(a);
|
||||
}
|
||||
return out;
|
||||
}
|
||||
|
||||
function listFiles(dir, ext) {
|
||||
const out = [];
|
||||
for (const e of readdirSync(dir)) {
|
||||
const p = join(dir, e);
|
||||
if (statSync(p).isDirectory()) out.push(...listFiles(p, ext));
|
||||
else if (p.endsWith(ext)) out.push(p);
|
||||
}
|
||||
return out;
|
||||
}
|
||||
|
||||
function placeDir(src, dest, { link, dryRun }) {
|
||||
if (dryRun) { console.log(` would install ${basename(src)} -> ${dest}`); return; }
|
||||
rmSync(dest, { recursive: true, force: true });
|
||||
if (link) {
|
||||
try { symlinkSync(src, dest, 'dir'); return; }
|
||||
catch { console.warn(` (symlink unavailable, copying ${basename(src)})`); }
|
||||
}
|
||||
cpSync(src, dest, { recursive: true });
|
||||
}
|
||||
|
||||
function add(opts) {
|
||||
const agent = opts.agent;
|
||||
if (!agent || !(NATIVE.has(agent) || agent in RULEFILE)) {
|
||||
console.error(`Error: --agent must be one of: claude, hermes, codex, openclaw, cursor, windsurf, aider.`);
|
||||
process.exit(2);
|
||||
}
|
||||
const skillsDir = join(PKG_ROOT, 'skills');
|
||||
if (!existsSync(skillsDir)) { console.error(`Error: bundled skills/ not found at ${skillsDir}.`); process.exit(1); }
|
||||
const target = resolve(opts.target || defaultTarget(agent));
|
||||
|
||||
// Guard against installing into system-critical directories (e.g. a typo'd --target).
|
||||
const criticalPaths = ['/', '/usr', '/bin', '/etc', '/var', '/root', '/boot', '/proc', '/sys', '/dev'];
|
||||
if (criticalPaths.includes(target)) {
|
||||
console.error(`Error: Cannot install into a system-critical directory: ${target}`);
|
||||
process.exit(1);
|
||||
}
|
||||
|
||||
let count = 0;
|
||||
|
||||
console.log(`${opts.dryRun ? '[dry-run] ' : ''}Installing for '${agent}' into ${target}`);
|
||||
if (!opts.dryRun) mkdirSync(target, { recursive: true });
|
||||
|
||||
if (agent in RULEFILE) {
|
||||
const ext = RULEFILE[agent];
|
||||
const exportDir = join(PKG_ROOT, 'exports', agent);
|
||||
if (!existsSync(exportDir)) { console.error(`Error: ${exportDir} missing.`); process.exit(1); }
|
||||
for (const f of listFiles(exportDir, ext).sort()) {
|
||||
if (basename(f) === 'README.md') continue; // skip the generated index
|
||||
const dest = join(target, basename(f));
|
||||
if (opts.dryRun) console.log(` would install ${basename(f)} -> ${dest}`);
|
||||
else copyFileSync(f, dest);
|
||||
count++;
|
||||
}
|
||||
} else {
|
||||
for (const name of readdirSync(skillsDir)) {
|
||||
const src = join(skillsDir, name);
|
||||
if (!existsSync(join(src, 'SKILL.md'))) continue;
|
||||
placeDir(src, join(target, name), opts);
|
||||
count++;
|
||||
}
|
||||
// Claude Code also gets subagents, slash commands, and output-styles.
|
||||
if (agent === 'claude') {
|
||||
const claudeRoot = dirname(target);
|
||||
for (const kind of ['agents', 'commands', 'output-styles']) {
|
||||
const src = join(PKG_ROOT, kind);
|
||||
if (!existsSync(src)) continue;
|
||||
const dest = join(claudeRoot, kind);
|
||||
if (!opts.dryRun) mkdirSync(dest, { recursive: true });
|
||||
for (const f of readdirSync(src)) {
|
||||
if (!f.endsWith('.md') || f === 'README.md') continue;
|
||||
if (opts.dryRun) console.log(` would install ${kind}/${f} -> ${join(dest, f)}`);
|
||||
else copyFileSync(join(src, f), join(dest, f));
|
||||
count++;
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
console.log(`\n${opts.dryRun ? 'Would install' : 'Installed'} ${count} item(s) for '${agent}'.`);
|
||||
if (!opts.dryRun) {
|
||||
const note = {
|
||||
cursor: `Cursor will pick up the rules in ${target} on its next session.`,
|
||||
windsurf: `Windsurf will pick up the rules in ${target} on its next session.`,
|
||||
aider: `Load any of them with: aider --read ${join(target, '<skill>.md')}`,
|
||||
}[agent] || `Restart ${agent} — it auto-discovers SKILL.md skills in ${target} by their description.`;
|
||||
console.log(note);
|
||||
console.log(`\n${STAR}`);
|
||||
}
|
||||
}
|
||||
|
||||
function list() {
|
||||
console.log('Supported agents and default targets:\n');
|
||||
for (const a of ['claude', 'hermes', 'codex', 'openclaw', 'cursor', 'windsurf', 'aider']) {
|
||||
console.log(` ${a.padEnd(9)} ${defaultTarget(a)}`);
|
||||
}
|
||||
console.log('\nNative SKILL.md agents: claude, hermes, codex, openclaw (install skill folders).');
|
||||
console.log('Claude also gets subagents + slash commands. Cursor/Windsurf install rule files;');
|
||||
console.log('Aider installs conventions you load with "aider --read".');
|
||||
console.log(`\n${STAR}`);
|
||||
}
|
||||
|
||||
const HELP = `pm-claude-skills — install professional Agent Skills into any AI coding tool.
|
||||
|
||||
Usage:
|
||||
npx pm-claude-skills add --agent <claude|hermes|codex|openclaw|cursor|windsurf|aider> [--target <path>] [--link] [--dry-run]
|
||||
npx pm-claude-skills list
|
||||
npx pm-claude-skills --version
|
||||
|
||||
Examples:
|
||||
npx pm-claude-skills add --agent claude # skills + subagents + commands
|
||||
npx pm-claude-skills add --agent cursor # .mdc rules into ./.cursor/rules
|
||||
npx pm-claude-skills add --agent windsurf # .md rules into ./.windsurf/rules
|
||||
npx pm-claude-skills add --agent codex --link
|
||||
|
||||
npx pm-claude-skills generate --from <url|file> # turn your docs into a SKILL.md (needs ANTHROPIC_API_KEY)
|
||||
|
||||
${STAR}
|
||||
`;
|
||||
|
||||
const opts = parse(process.argv.slice(2));
|
||||
const cmd = opts._[0];
|
||||
if (opts.version) console.log(VERSION);
|
||||
else if (opts.help || !cmd || cmd === 'help') console.log(HELP);
|
||||
else if (cmd === 'list') list();
|
||||
else if (cmd === 'add') add(opts);
|
||||
else if (cmd === 'generate') {
|
||||
const { run } = await import('./generate.mjs');
|
||||
try { process.exit(await run(process.argv.slice(3))); }
|
||||
catch (e) { console.error(`Error: ${e.message}`); process.exit(1); }
|
||||
}
|
||||
else { console.error(`Unknown command: ${cmd}\n`); console.log(HELP); process.exit(2); }
|
||||
@@ -0,0 +1,109 @@
|
||||
// `pm-claude-skills generate` — turn a doc (URL or file) into a SKILL.md that
|
||||
// follows this library's authoring standard. Uses the Anthropic API.
|
||||
//
|
||||
// ANTHROPIC_API_KEY=sk-ant-... npx pm-claude-skills generate --from ./process.md
|
||||
// ... generate --from https://example.com/runbook --name incident-runbook
|
||||
// ... generate --from notes.txt --out ./skills --dry-run
|
||||
import { writeFileSync, mkdirSync, existsSync, readFileSync } from 'node:fs';
|
||||
import { join } from 'node:path';
|
||||
import { complete, parseSkill } from './lib/anthropic.mjs';
|
||||
|
||||
function getArg(argv, name, def) {
|
||||
const i = argv.indexOf(`--${name}`);
|
||||
return i !== -1 ? argv[i + 1] : def;
|
||||
}
|
||||
|
||||
// Strip tags/scripts/styles from HTML to rough text (good enough for an LLM).
|
||||
function htmlToText(html) {
|
||||
return html
|
||||
.replace(/<script[\s\S]*?<\/script>/gi, ' ')
|
||||
.replace(/<style[\s\S]*?<\/style>/gi, ' ')
|
||||
.replace(/<[^>]+>/g, ' ')
|
||||
.replace(/&[a-z]+;/gi, ' ')
|
||||
.replace(/\s+/g, ' ')
|
||||
.trim();
|
||||
}
|
||||
|
||||
async function loadSource(from) {
|
||||
if (/^https?:\/\//i.test(from)) {
|
||||
const res = await fetch(from);
|
||||
if (!res.ok) throw new Error(`Could not fetch ${from} (HTTP ${res.status}).`);
|
||||
const text = await res.text();
|
||||
return /<html|<body|<div/i.test(text) ? htmlToText(text) : text;
|
||||
}
|
||||
if (!existsSync(from)) throw new Error(`No such file: ${from}`);
|
||||
return readFileSync(from, 'utf8');
|
||||
}
|
||||
|
||||
const META_PROMPT = `You convert a team's documentation into a single Claude/Agent "skill" file (SKILL.md) that follows this exact standard. Output ONLY the file content, starting with the YAML frontmatter — no code fences, no preamble.
|
||||
|
||||
Required structure:
|
||||
---
|
||||
name: <lowercase-hyphenated, derived from the doc's purpose>
|
||||
description: "<one sentence on what it does>. Use when <trigger phrases a user would say>. Produces <the concrete artifact>."
|
||||
---
|
||||
|
||||
# <Title> Skill
|
||||
|
||||
<one-line value summary>
|
||||
|
||||
## What This Skill Produces
|
||||
- <deliverables>
|
||||
|
||||
## Required Inputs
|
||||
Ask for (if not provided):
|
||||
- <inputs to gather; never invent them>
|
||||
|
||||
## Process
|
||||
1. <steps>
|
||||
|
||||
## Output Format
|
||||
<a concrete template — headings/tables — of the final artifact>
|
||||
|
||||
## Quality Checks
|
||||
- [ ] <checks the output must pass>
|
||||
|
||||
## Anti-Patterns
|
||||
- [ ] Do not <mistakes this skill prevents>
|
||||
|
||||
Rules: be specific to the documentation provided; turn its rules/process into the skill. The description MUST contain "Use when" and "Produces". Do not include any text outside the file.`;
|
||||
|
||||
export async function run(argv) {
|
||||
const from = getArg(argv, 'from');
|
||||
if (!from || argv.includes('--help')) {
|
||||
console.log('Usage: pm-claude-skills generate --from <url|file> [--name x] [--out dir] [--model m] [--dry-run]');
|
||||
return from ? 0 : 1;
|
||||
}
|
||||
const apiKey = process.env.ANTHROPIC_API_KEY || '';
|
||||
if (!apiKey) { console.error('Set ANTHROPIC_API_KEY to generate a skill.'); return 1; }
|
||||
const model = getArg(argv, 'model', 'claude-sonnet-4-6');
|
||||
const outDir = getArg(argv, 'out', 'skills');
|
||||
const dryRun = argv.includes('--dry-run');
|
||||
|
||||
console.error(`Reading ${from}…`);
|
||||
const source = (await loadSource(from)).slice(0, 24000); // cap context
|
||||
|
||||
console.error(`Generating a SKILL.md with ${model}…`);
|
||||
const out = await complete({
|
||||
apiKey, model, system: META_PROMPT,
|
||||
messages: [{ role: 'user', content: `Documentation to convert into a skill:\n\n${source}` }],
|
||||
maxTokens: 3000,
|
||||
});
|
||||
|
||||
const cleaned = out.replace(/^```[a-z]*\n?/i, '').replace(/\n?```$/i, '').trim();
|
||||
const { meta } = parseSkill(cleaned);
|
||||
const name = getArg(argv, 'name', meta.name);
|
||||
if (!name) { console.error('Could not determine a skill name — pass --name.'); return 1; }
|
||||
|
||||
if (dryRun) {
|
||||
console.log(cleaned);
|
||||
console.error(`\n[dry-run] Would write ${join(outDir, name, 'SKILL.md')}`);
|
||||
return 0;
|
||||
}
|
||||
const dir = join(outDir, name);
|
||||
mkdirSync(dir, { recursive: true });
|
||||
writeFileSync(join(dir, 'SKILL.md'), cleaned + '\n');
|
||||
console.log(`Created ${join(dir, 'SKILL.md')}`);
|
||||
console.log('Next: review it, then validate — node scripts/skillcheck.mjs && node scripts/skill-audit.mjs');
|
||||
return 0;
|
||||
}
|
||||
@@ -0,0 +1,77 @@
|
||||
// Minimal, dependency-free Anthropic Messages API client (Node 18+ global fetch).
|
||||
// Shared by the GitHub Action runner, the eval harness, and skill generation.
|
||||
// No SDK, no install — just a thin POST wrapper.
|
||||
|
||||
const API_URL = 'https://api.anthropic.com/v1/messages';
|
||||
|
||||
/**
|
||||
* Call the Anthropic Messages API and return the concatenated text output.
|
||||
* Adds a per-request timeout and limited retries so a slow/transient failure
|
||||
* can't hang a CI job forever.
|
||||
* @param {object} o
|
||||
* @param {string} o.apiKey - Anthropic API key.
|
||||
* @param {string} [o.model] - Model id (default claude-sonnet-4-6).
|
||||
* @param {string} [o.system]- System prompt.
|
||||
* @param {Array} o.messages- [{role, content}] messages.
|
||||
* @param {number} [o.maxTokens]
|
||||
* @param {number} [o.timeoutMs] - Per-request timeout (default 120s).
|
||||
* @param {number} [o.retries] - Retries on timeout / 429 / 5xx (default 2).
|
||||
* @returns {Promise<string>}
|
||||
*/
|
||||
export async function complete({ apiKey, model = 'claude-sonnet-4-6', system, messages, maxTokens = 4096, timeoutMs = 120000, retries = 2 }) {
|
||||
if (!apiKey) throw new Error('Missing Anthropic API key (set ANTHROPIC_API_KEY).');
|
||||
let lastErr;
|
||||
for (let attempt = 0; attempt <= retries; attempt++) {
|
||||
const ctrl = new AbortController();
|
||||
const timer = setTimeout(() => ctrl.abort(), timeoutMs);
|
||||
try {
|
||||
const res = await fetch(API_URL, {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'content-type': 'application/json',
|
||||
'x-api-key': apiKey,
|
||||
'anthropic-version': '2023-06-01',
|
||||
},
|
||||
body: JSON.stringify({ model, max_tokens: maxTokens, ...(system ? { system } : {}), messages }),
|
||||
signal: ctrl.signal,
|
||||
});
|
||||
if (res.ok) {
|
||||
const data = await res.json();
|
||||
return (data.content || []).map((c) => c.text || '').join('').trim();
|
||||
}
|
||||
const body = await res.text().catch(() => '');
|
||||
// Retry transient server / rate-limit errors; fail fast on 4xx (bad key/model).
|
||||
if ((res.status === 429 || res.status >= 500) && attempt < retries) {
|
||||
lastErr = new Error(`Anthropic API ${res.status}`);
|
||||
} else {
|
||||
throw new Error(`Anthropic API ${res.status}: ${body.slice(0, 500)}`);
|
||||
}
|
||||
} catch (e) {
|
||||
if (e.name === 'AbortError') e = new Error(`Anthropic API request timed out after ${timeoutMs}ms`);
|
||||
const retryable = /timed out/.test(e.message) || e.name === 'TypeError' || /Anthropic API (429|5\d\d)/.test(e.message);
|
||||
if (!retryable || attempt >= retries) throw e;
|
||||
lastErr = e;
|
||||
} finally {
|
||||
clearTimeout(timer);
|
||||
}
|
||||
await new Promise((r) => setTimeout(r, 1000 * 2 ** attempt)); // backoff: 1s, 2s, 4s
|
||||
}
|
||||
throw lastErr || new Error('Anthropic API request failed.');
|
||||
}
|
||||
|
||||
/** Parse "name: value" YAML-ish frontmatter + body from a SKILL.md string. */
|
||||
export function parseSkill(text) {
|
||||
const m = text.match(/^---\n([\s\S]*?)\n---\n?([\s\S]*)$/);
|
||||
const meta = {};
|
||||
if (m) {
|
||||
for (const line of m[1].split('\n')) {
|
||||
const kv = line.match(/^(\w[\w-]*):\s*(.*)$/);
|
||||
if (kv) {
|
||||
let v = kv[2].trim();
|
||||
if ((v.startsWith('"') && v.endsWith('"')) || (v.startsWith("'") && v.endsWith("'"))) v = v.slice(1, -1);
|
||||
meta[kv[1]] = v;
|
||||
}
|
||||
}
|
||||
}
|
||||
return { meta, body: m ? m[2].trim() : text.trim() };
|
||||
}
|
||||
@@ -0,0 +1,22 @@
|
||||
# Slash Commands
|
||||
|
||||
Claude Code **slash commands** that run a skill on whatever you pass them.
|
||||
|
||||
| Command | Does | Skill |
|
||||
|---|---|---|
|
||||
| `/prd` | Draft a PRD from an idea | prd-template |
|
||||
| `/rice` | Score & rank initiatives (RICE) | rice-prioritisation |
|
||||
| `/sprint-plan` | Plan a sprint with a calibrated commitment | sprint-planning |
|
||||
| `/health-scorecard` | Weighted customer health scorecard | cs-health-scorecard |
|
||||
| `/retro` | Structured sprint retrospective | retro-analysis |
|
||||
| `/exec-summary` | Crisp executive summary | executive-summary |
|
||||
|
||||
## Install
|
||||
|
||||
```bash
|
||||
./scripts/install.sh --agent claude # installs skills + agents + commands into ~/.claude/
|
||||
# or copy manually:
|
||||
cp commands/*.md ~/.claude/commands/
|
||||
```
|
||||
|
||||
Then run, e.g. `/rice` followed by your initiatives. Commands whose skill ships a Python helper (RICE, sprint, health) will run it to compute results.
|
||||
@@ -0,0 +1,8 @@
|
||||
---
|
||||
description: Compress a document or update into a crisp executive summary.
|
||||
argument-hint: [text, decision, or document to summarise]
|
||||
---
|
||||
|
||||
Apply the **executive-summary** skill to: $ARGUMENTS
|
||||
|
||||
Lead with the decision or "so what", then the key points and the ask. Keep it scannable, quantify where possible, and surface risks and the recommendation up front. No filler.
|
||||
@@ -0,0 +1,8 @@
|
||||
---
|
||||
description: Build a weighted customer health scorecard for an account.
|
||||
argument-hint: [account name + usage/support/commercial signals]
|
||||
---
|
||||
|
||||
Apply the **cs-health-scorecard** skill to: $ARGUMENTS
|
||||
|
||||
Score each dimension 1–5 with specific evidence, then run `skills/cs-health-scorecard/scripts/health_score.py` to compute the weighted /100 total and RAG band. Produce the scorecard, top risks (specific, not vague), owned/dated actions, and a calibrated renewal forecast with ARR at risk.
|
||||
@@ -0,0 +1,8 @@
|
||||
---
|
||||
description: Draft a product requirements document from a feature idea or brief.
|
||||
argument-hint: [feature or problem to spec]
|
||||
---
|
||||
|
||||
Apply the **prd-template** skill to produce a complete PRD for: $ARGUMENTS
|
||||
|
||||
Ask for any missing essentials first (problem, target user, success metric, scope). Do not invent metrics or dates. Produce a structured PRD with problem, goals/non-goals, user stories, requirements, success metrics, and open questions.
|
||||
@@ -0,0 +1,8 @@
|
||||
---
|
||||
description: Run a structured sprint retrospective from notes.
|
||||
argument-hint: [what happened this sprint — wins, misses, blockers]
|
||||
---
|
||||
|
||||
Apply the **retro-analysis** skill to: $ARGUMENTS
|
||||
|
||||
Surface themes (what went well, what didn't, what to change), separate symptoms from root causes, and end with owned, dated action items. Keep it blameless and specific.
|
||||
@@ -0,0 +1,8 @@
|
||||
---
|
||||
description: Score and rank initiatives with the RICE framework.
|
||||
argument-hint: [list of initiatives, or a file/path of them]
|
||||
---
|
||||
|
||||
Apply the **rice-prioritisation** skill to: $ARGUMENTS
|
||||
|
||||
Gather or estimate Reach, Impact, Confidence, and Effort for each item. If the data is structured, run `skills/rice-prioritisation/scripts/rice_calculator.py` to compute and rank the scores and flag quick wins / moonshots / low-confidence items. Present a ranked table, a recommended sequence, and the data gaps that would most improve accuracy.
|
||||
@@ -0,0 +1,8 @@
|
||||
---
|
||||
description: Plan a sprint with a calibrated, realistic commitment.
|
||||
argument-hint: [team size, velocity, backlog items, known absences]
|
||||
---
|
||||
|
||||
Apply the **sprint-planning** skill using: $ARGUMENTS
|
||||
|
||||
Run `skills/sprint-planning/scripts/capacity_calculator.py` with the team's numbers to compute the recommended commitment (cap at ~80% of velocity). Produce an outcome-focused sprint goal, a capacity-fit backlog with acceptance criteria, carry-over accounting, risks, and a planning agenda. Flag any 8+ point story for splitting.
|
||||
@@ -0,0 +1,50 @@
|
||||
# Skill Evals
|
||||
|
||||
An LLM-as-judge harness that scores skill output quality across models — so claims like
|
||||
"production-ready" are backed by numbers, not vibes. Results render as a public
|
||||
[Skill Leaderboard](https://mohitagw15856.github.io/pm-claude-skills/leaderboard.html).
|
||||
|
||||
## What it measures
|
||||
|
||||
For each [case](cases.json), a model runs the skill, then a **judge model** scores the
|
||||
output 1–5 on four dimensions:
|
||||
|
||||
- **structure** — follows a clear, expected structure
|
||||
- **completeness** — covers what the task needs
|
||||
- **usefulness** — specific and actually useful, not generic
|
||||
- **grounding** — stays grounded in the input, no invented facts
|
||||
|
||||
## Run it
|
||||
|
||||
Needs an Anthropic API key (this calls the API and costs tokens):
|
||||
|
||||
```bash
|
||||
ANTHROPIC_API_KEY=sk-ant-... node evals/run-evals.mjs
|
||||
# --models claude-opus-4-8,claude-sonnet-4-6,claude-haiku-4-5-20251001
|
||||
# --judge claude-opus-4-8
|
||||
node scripts/build-leaderboard.mjs # render web/leaderboard.html
|
||||
```
|
||||
|
||||
`run-evals.mjs` writes `evals/results.json`; the leaderboard builder prefers it and falls
|
||||
back to `results.example.json` (clearly labelled) so the page renders before you run real evals.
|
||||
|
||||
### No local key? Run it in CI
|
||||
|
||||
1. Add an `ANTHROPIC_API_KEY` repo secret.
|
||||
2. Enable **Settings → Actions → General → Workflow permissions → "Allow GitHub Actions to
|
||||
create and approve pull requests"** (so the workflow can open its results PR — `main`
|
||||
requires PRs).
|
||||
3. **Actions → "Update Skill Leaderboard" → Run workflow.** It runs the evals and opens a
|
||||
PR with `evals/results.json`. **Merge that PR** and the Pages deploy re-renders the
|
||||
public leaderboard with real numbers — no laptop required.
|
||||
|
||||
## Add a case
|
||||
|
||||
Append to [`cases.json`](cases.json): `{ "skill": "<name>", "input": "<a realistic prompt>" }`.
|
||||
Keep inputs short but representative of how the skill is actually used.
|
||||
|
||||
## Honesty notes
|
||||
|
||||
- Scores are an LLM judge's opinion, not ground truth — treat them as a comparative signal.
|
||||
- The judge sees the skill's stated purpose and the output, not the model name (reduces bias).
|
||||
- Re-run after model upgrades; numbers drift.
|
||||
@@ -0,0 +1,29 @@
|
||||
{
|
||||
"_comment": "Eval cases: a representative input per skill. Run with: node evals/run-evals.mjs",
|
||||
"cases": [
|
||||
{
|
||||
"skill": "rice-prioritisation",
|
||||
"input": "Rank these for next quarter:\n1. Onboarding redesign — reach ~5000 users/qtr, big activation impact, ~3 person-months.\n2. Dark mode — ~8000 users want it, low impact, ~1 person-month.\n3. SSO for enterprise — ~400 accounts, high deal impact, ~4 person-months, low confidence."
|
||||
},
|
||||
{
|
||||
"skill": "prd-template",
|
||||
"input": "Feature: in-app referral program so existing users invite colleagues and both get a credit. Target: activated B2B users. Goal: grow signups 15% in Q3."
|
||||
},
|
||||
{
|
||||
"skill": "cs-health-scorecard",
|
||||
"input": "Account: Acme Corp, enterprise, ARR $120k, renewal in 90 days. DAU/MAU 18%, 2 open P2 tickets, CSAT 7, exec sponsor left last month, seats 80/100 used, payments on time."
|
||||
},
|
||||
{
|
||||
"skill": "executive-summary",
|
||||
"input": "Summarise: our Q2 retention dropped from 82% to 76% driven by a new onboarding flow that confused mobile users; we shipped a fix in week 10 and retention recovered to 80%; we recommend a full mobile onboarding rework next quarter."
|
||||
},
|
||||
{
|
||||
"skill": "competitive-analysis",
|
||||
"input": "Analyse our position vs Notion and Coda for a lightweight team wiki aimed at small startups. We're cheaper and faster to set up but have fewer integrations."
|
||||
},
|
||||
{
|
||||
"skill": "sprint-planning",
|
||||
"input": "Team of 5, 2-week sprint, average velocity 30 points, one engineer out 3 days. Backlog: checkout redesign (8), payment retries (5), analytics events (3), bug bash (3), API rate limiting (5)."
|
||||
}
|
||||
]
|
||||
}
|
||||
@@ -0,0 +1,22 @@
|
||||
{
|
||||
"_comment": "EXAMPLE data so the leaderboard renders before you run real evals. Replace by running: ANTHROPIC_API_KEY=... node evals/run-evals.mjs",
|
||||
"example": true,
|
||||
"generatedAt": "2026-06-18T00:00:00.000Z",
|
||||
"judge": "claude-opus-4-8",
|
||||
"models": ["claude-sonnet-4-6", "claude-haiku-4-5-20251001"],
|
||||
"dimensions": ["structure", "completeness", "usefulness", "grounding"],
|
||||
"results": [
|
||||
{ "skill": "rice-prioritisation", "model": "claude-sonnet-4-6", "scores": {"structure":5,"completeness":5,"usefulness":5,"grounding":4}, "overall": 4.75 },
|
||||
{ "skill": "rice-prioritisation", "model": "claude-haiku-4-5-20251001", "scores": {"structure":5,"completeness":4,"usefulness":4,"grounding":4}, "overall": 4.25 },
|
||||
{ "skill": "prd-template", "model": "claude-sonnet-4-6", "scores": {"structure":5,"completeness":4,"usefulness":5,"grounding":4}, "overall": 4.5 },
|
||||
{ "skill": "prd-template", "model": "claude-haiku-4-5-20251001", "scores": {"structure":4,"completeness":4,"usefulness":4,"grounding":4}, "overall": 4.0 },
|
||||
{ "skill": "cs-health-scorecard", "model": "claude-sonnet-4-6", "scores": {"structure":5,"completeness":5,"usefulness":5,"grounding":5}, "overall": 5.0 },
|
||||
{ "skill": "cs-health-scorecard", "model": "claude-haiku-4-5-20251001", "scores": {"structure":5,"completeness":4,"usefulness":4,"grounding":4}, "overall": 4.25 },
|
||||
{ "skill": "executive-summary", "model": "claude-sonnet-4-6", "scores": {"structure":5,"completeness":5,"usefulness":4,"grounding":5}, "overall": 4.75 },
|
||||
{ "skill": "executive-summary", "model": "claude-haiku-4-5-20251001", "scores": {"structure":5,"completeness":4,"usefulness":4,"grounding":5}, "overall": 4.5 },
|
||||
{ "skill": "competitive-analysis", "model": "claude-sonnet-4-6", "scores": {"structure":4,"completeness":4,"usefulness":5,"grounding":4}, "overall": 4.25 },
|
||||
{ "skill": "competitive-analysis", "model": "claude-haiku-4-5-20251001", "scores": {"structure":4,"completeness":4,"usefulness":4,"grounding":4}, "overall": 4.0 },
|
||||
{ "skill": "sprint-planning", "model": "claude-sonnet-4-6", "scores": {"structure":5,"completeness":5,"usefulness":5,"grounding":5}, "overall": 5.0 },
|
||||
{ "skill": "sprint-planning", "model": "claude-haiku-4-5-20251001", "scores": {"structure":5,"completeness":4,"usefulness":4,"grounding":5}, "overall": 4.5 }
|
||||
]
|
||||
}
|
||||
@@ -0,0 +1,148 @@
|
||||
{
|
||||
"generatedAt": "2026-06-18T20:35:19.929Z",
|
||||
"judge": "claude-opus-4-8",
|
||||
"models": [
|
||||
"claude-sonnet-4-6",
|
||||
"claude-haiku-4-5-20251001"
|
||||
],
|
||||
"dimensions": [
|
||||
"structure",
|
||||
"completeness",
|
||||
"usefulness",
|
||||
"grounding"
|
||||
],
|
||||
"results": [
|
||||
{
|
||||
"skill": "rice-prioritisation",
|
||||
"model": "claude-sonnet-4-6",
|
||||
"scores": {
|
||||
"structure": 5,
|
||||
"completeness": 5,
|
||||
"usefulness": 5,
|
||||
"grounding": 4
|
||||
},
|
||||
"overall": 4.75
|
||||
},
|
||||
{
|
||||
"skill": "rice-prioritisation",
|
||||
"model": "claude-haiku-4-5-20251001",
|
||||
"scores": {
|
||||
"structure": 5,
|
||||
"completeness": 5,
|
||||
"usefulness": 5,
|
||||
"grounding": 5
|
||||
},
|
||||
"overall": 5
|
||||
},
|
||||
{
|
||||
"skill": "prd-template",
|
||||
"model": "claude-sonnet-4-6",
|
||||
"scores": {
|
||||
"structure": 5,
|
||||
"completeness": 5,
|
||||
"usefulness": 5,
|
||||
"grounding": 5
|
||||
},
|
||||
"overall": 5
|
||||
},
|
||||
{
|
||||
"skill": "prd-template",
|
||||
"model": "claude-haiku-4-5-20251001",
|
||||
"scores": {
|
||||
"structure": 5,
|
||||
"completeness": 5,
|
||||
"usefulness": 5,
|
||||
"grounding": 4
|
||||
},
|
||||
"overall": 4.75
|
||||
},
|
||||
{
|
||||
"skill": "cs-health-scorecard",
|
||||
"model": "claude-sonnet-4-6",
|
||||
"scores": {
|
||||
"structure": 5,
|
||||
"completeness": 5,
|
||||
"usefulness": 5,
|
||||
"grounding": 5
|
||||
},
|
||||
"overall": 5
|
||||
},
|
||||
{
|
||||
"skill": "cs-health-scorecard",
|
||||
"model": "claude-haiku-4-5-20251001",
|
||||
"scores": {
|
||||
"structure": 5,
|
||||
"completeness": 5,
|
||||
"usefulness": 5,
|
||||
"grounding": 4
|
||||
},
|
||||
"overall": 4.75
|
||||
},
|
||||
{
|
||||
"skill": "executive-summary",
|
||||
"model": "claude-sonnet-4-6",
|
||||
"scores": {
|
||||
"structure": 5,
|
||||
"completeness": 5,
|
||||
"usefulness": 5,
|
||||
"grounding": 4
|
||||
},
|
||||
"overall": 4.75
|
||||
},
|
||||
{
|
||||
"skill": "executive-summary",
|
||||
"model": "claude-haiku-4-5-20251001",
|
||||
"scores": {
|
||||
"structure": 5,
|
||||
"completeness": 5,
|
||||
"usefulness": 4,
|
||||
"grounding": 3
|
||||
},
|
||||
"overall": 4.25
|
||||
},
|
||||
{
|
||||
"skill": "competitive-analysis",
|
||||
"model": "claude-sonnet-4-6",
|
||||
"scores": {
|
||||
"structure": 5,
|
||||
"completeness": 4,
|
||||
"usefulness": 5,
|
||||
"grounding": 5
|
||||
},
|
||||
"overall": 4.75
|
||||
},
|
||||
{
|
||||
"skill": "competitive-analysis",
|
||||
"model": "claude-haiku-4-5-20251001",
|
||||
"scores": {
|
||||
"structure": 5,
|
||||
"completeness": 4,
|
||||
"usefulness": 5,
|
||||
"grounding": 3
|
||||
},
|
||||
"overall": 4.25
|
||||
},
|
||||
{
|
||||
"skill": "sprint-planning",
|
||||
"model": "claude-sonnet-4-6",
|
||||
"scores": {
|
||||
"structure": 5,
|
||||
"completeness": 5,
|
||||
"usefulness": 5,
|
||||
"grounding": 4
|
||||
},
|
||||
"overall": 4.75
|
||||
},
|
||||
{
|
||||
"skill": "sprint-planning",
|
||||
"model": "claude-haiku-4-5-20251001",
|
||||
"scores": {
|
||||
"structure": 5,
|
||||
"completeness": 5,
|
||||
"usefulness": 5,
|
||||
"grounding": 4
|
||||
},
|
||||
"overall": 4.75
|
||||
}
|
||||
]
|
||||
}
|
||||
@@ -0,0 +1,113 @@
|
||||
#!/usr/bin/env node
|
||||
// Skill eval harness. For each case × model: run the skill, then score the output
|
||||
// with an LLM judge on a fixed rubric. Writes evals/results.json — feed it to
|
||||
// scripts/build-leaderboard.mjs to render web/leaderboard.html.
|
||||
//
|
||||
// Requires an Anthropic API key (this calls the API and costs tokens).
|
||||
//
|
||||
// Usage:
|
||||
// ANTHROPIC_API_KEY=sk-ant-... node evals/run-evals.mjs
|
||||
// ... node evals/run-evals.mjs --models claude-opus-4-8,claude-sonnet-4-6,claude-haiku-4-5-20251001
|
||||
// ... node evals/run-evals.mjs --judge claude-opus-4-8 --cases evals/cases.json
|
||||
import { readFileSync, writeFileSync, existsSync } from 'node:fs';
|
||||
import { join, dirname } from 'node:path';
|
||||
import { fileURLToPath } from 'node:url';
|
||||
import { complete, parseSkill } from '../bin/lib/anthropic.mjs';
|
||||
|
||||
const __dirname = dirname(fileURLToPath(import.meta.url));
|
||||
const root = join(__dirname, '..');
|
||||
|
||||
function arg(name, def) {
|
||||
const i = process.argv.indexOf(`--${name}`);
|
||||
return i !== -1 ? process.argv[i + 1] : def;
|
||||
}
|
||||
|
||||
const apiKey = process.env.ANTHROPIC_API_KEY || '';
|
||||
const models = arg('models', 'claude-sonnet-4-6,claude-haiku-4-5-20251001').split(',').map((s) => s.trim());
|
||||
const judge = arg('judge', 'claude-opus-4-8');
|
||||
const casesPath = arg('cases', join(__dirname, 'cases.json'));
|
||||
const outPath = arg('out', join(__dirname, 'results.json'));
|
||||
|
||||
const DIMENSIONS = ['structure', 'completeness', 'usefulness', 'grounding'];
|
||||
|
||||
function runPrompt(skillBody) {
|
||||
return skillBody + '\n\n---\nExecute this skill now on the input. Output only the finished artifact.';
|
||||
}
|
||||
|
||||
function judgePrompt(description, output) {
|
||||
return `You are a strict evaluator of a professional work artifact.
|
||||
|
||||
The artifact was produced by a skill whose job is:
|
||||
"${description}"
|
||||
|
||||
Score the artifact below from 1 (poor) to 5 (excellent) on each dimension:
|
||||
- structure: follows a clear, expected structure for this kind of output
|
||||
- completeness: covers what the task needs, nothing important missing
|
||||
- usefulness: actually useful to a professional, specific not generic
|
||||
- grounding: stays grounded in the given input, no invented facts/metrics
|
||||
|
||||
Return ONLY a JSON object, no prose: {"structure":N,"completeness":N,"usefulness":N,"grounding":N}
|
||||
|
||||
--- ARTIFACT ---
|
||||
${output}`;
|
||||
}
|
||||
|
||||
function parseScores(text) {
|
||||
const m = text.match(/\{[\s\S]*\}/);
|
||||
if (!m) throw new Error('judge did not return JSON');
|
||||
const j = JSON.parse(m[0]);
|
||||
const s = {};
|
||||
for (const d of DIMENSIONS) s[d] = Math.max(1, Math.min(5, Number(j[d]) || 0));
|
||||
return s;
|
||||
}
|
||||
|
||||
// Run an async worker over `items` with at most `limit` in flight.
|
||||
async function pool(items, limit, worker) {
|
||||
const out = [];
|
||||
let i = 0;
|
||||
await Promise.all(Array.from({ length: Math.min(limit, items.length) }, async () => {
|
||||
while (i < items.length) {
|
||||
const idx = i++;
|
||||
out[idx] = await worker(items[idx]);
|
||||
}
|
||||
}));
|
||||
return out;
|
||||
}
|
||||
|
||||
async function scoreTask({ c, body, description, model }) {
|
||||
try {
|
||||
const output = await complete({ apiKey, model, system: runPrompt(body), messages: [{ role: 'user', content: c.input }], maxTokens: 3000 });
|
||||
const judged = await complete({ apiKey, model: judge, messages: [{ role: 'user', content: judgePrompt(description, output) }], maxTokens: 200 });
|
||||
const scores = parseScores(judged);
|
||||
const overall = DIMENSIONS.reduce((a, d) => a + scores[d], 0) / DIMENSIONS.length;
|
||||
process.stderr.write(`✓ ${c.skill} on ${model} — ${overall.toFixed(2)}/5\n`);
|
||||
return { skill: c.skill, model, scores, overall: Math.round(overall * 100) / 100 };
|
||||
} catch (e) {
|
||||
process.stderr.write(`✗ ${c.skill} on ${model} — FAILED (${e.message})\n`);
|
||||
return null;
|
||||
}
|
||||
}
|
||||
|
||||
async function main() {
|
||||
if (!apiKey) { console.error('Set ANTHROPIC_API_KEY to run evals.'); process.exit(1); }
|
||||
const concurrency = parseInt(arg('concurrency', '4'), 10) || 4;
|
||||
const { cases } = JSON.parse(readFileSync(casesPath, 'utf8'));
|
||||
|
||||
// Build the full (case × model) task list.
|
||||
const tasks = [];
|
||||
for (const c of cases) {
|
||||
const skillFile = join(root, 'skills', c.skill, 'SKILL.md');
|
||||
if (!existsSync(skillFile)) { console.error(`skip ${c.skill}: no SKILL.md`); continue; }
|
||||
const { meta, body } = parseSkill(readFileSync(skillFile, 'utf8'));
|
||||
for (const model of models) tasks.push({ c, body, description: meta.description || c.skill, model });
|
||||
}
|
||||
|
||||
process.stderr.write(`Scoring ${tasks.length} runs (concurrency ${concurrency})…\n`);
|
||||
const results = (await pool(tasks, concurrency, scoreTask)).filter(Boolean);
|
||||
|
||||
const out = { generatedAt: new Date().toISOString(), judge, models, dimensions: DIMENSIONS, results };
|
||||
writeFileSync(outPath, JSON.stringify(out, null, 2));
|
||||
console.log(`\nWrote ${outPath} — ${results.length}/${tasks.length} scored runs. Build the page: node scripts/build-leaderboard.mjs`);
|
||||
}
|
||||
|
||||
main();
|
||||
@@ -0,0 +1,136 @@
|
||||
# Examples: pm-figma Skills
|
||||
|
||||
## What this bundle does
|
||||
10 Figma skills covering the full design lifecycle for product managers and designers — from planning what to design, through building components and prototypes, to QA before handoff.
|
||||
|
||||
---
|
||||
|
||||
## figma-component-audit
|
||||
|
||||
### Example 1 — Messy legacy library
|
||||
|
||||
**You say:**
|
||||
> "Audit our Figma component library. We have buttons, inputs, cards, modals, and navigation components but the naming is all over the place and developers keep asking for states we haven't designed."
|
||||
|
||||
**Claude produces:**
|
||||
|
||||
**Audit Summary**
|
||||
|
||||
| Dimension | Status | Score |
|
||||
|---|---|---|
|
||||
| Naming consistency | 🔴 Poor | 3/10 |
|
||||
| Component coverage | 🟡 Partial | 6/10 |
|
||||
| Variant completeness | 🔴 Poor | 4/10 |
|
||||
| Overall health | 🟡 Partial | 5/10 |
|
||||
|
||||
**Issue: Mixed capitalisation conventions**
|
||||
- What's happening: `button-primary`, `Button/Primary`, `btn_primary` all exist in the same library
|
||||
- Fix: Adopt PascalCase for components (`Button`), lowercase slash-separated for variants (`type/primary`, `size/large`, `state/default`)
|
||||
- Before: `btn_primary_large_hover` → After: `Button` with variants `type/primary`, `size/large`, `state/hover`
|
||||
|
||||
**Missing states developers are asking for:**
|
||||
| Component | Missing | Priority |
|
||||
|---|---|---|
|
||||
| Button | Active/pressed state | 🔴 High |
|
||||
| Input | Error state with helper text | 🔴 High |
|
||||
| Card | Skeleton loading state | 🟡 Medium |
|
||||
|
||||
---
|
||||
|
||||
## figma-design-brief
|
||||
|
||||
### Example 1 — PRD to design brief
|
||||
|
||||
**You say:**
|
||||
> "Write a design brief for our new notification preferences feature. Users need to control which emails and push notifications they receive. Platform is iOS and Android. We need design ready in 2 weeks."
|
||||
|
||||
**Claude produces:**
|
||||
|
||||
**Feature:** Notification Preferences
|
||||
**Platform:** iOS + Android | **Design due:** [2 weeks from today] | **Dev handoff:** [3 weeks]
|
||||
|
||||
**The goal:** Users can control their notification preferences without contacting support.
|
||||
|
||||
**Success looks like:** >80% of users who visit settings can update their preferences without a support ticket.
|
||||
|
||||
**Flows to design:**
|
||||
1. Entry from Settings > Notifications
|
||||
2. Toggle individual notification types on/off
|
||||
3. Save preferences with confirmation
|
||||
4. Error state if save fails
|
||||
|
||||
**Missing from current brief — open questions:**
|
||||
- [ ] Are email and push controlled separately or together? (PM to confirm)
|
||||
- [ ] What's the default state for new users? (PM to confirm)
|
||||
|
||||
---
|
||||
|
||||
## figma-design-qa
|
||||
|
||||
### Example 1 — Pre-handoff check
|
||||
|
||||
**You say:**
|
||||
> "QA the checkout flow design before we hand it off to engineering. Web, using our custom design system, standard 30-minute QA."
|
||||
|
||||
**Claude produces:**
|
||||
|
||||
**Design QA Report: Checkout Flow**
|
||||
**Overall status:** 🟡 Minor fixes needed
|
||||
|
||||
**Section 1: File Hygiene**
|
||||
- All layers named semantically ✅
|
||||
- No unused layers ✅
|
||||
- Components from library ❌ — Order summary card is a detached copy
|
||||
- Text uses text styles ✅
|
||||
- Colours use variables ❌ — Button label in step 3 uses hardcoded #FFFFFF instead of `color.text.on-primary`
|
||||
|
||||
**Issues Found:**
|
||||
- **Detached card component — 🟡 Fix before handoff**
|
||||
- What: Order summary card (frame "Step 2 / Summary") is not linked to library
|
||||
- Fix: Re-attach to `Card/Summary` library component
|
||||
- Owner: Designer
|
||||
|
||||
---
|
||||
|
||||
## figma-design-critique-pm
|
||||
|
||||
### Example 1 — PM reviewing a dashboard design
|
||||
|
||||
**You say:**
|
||||
> "Give me a PM critique of our new analytics dashboard design. User goal is to understand their campaign performance at a glance. Business goal is to reduce support tickets about 'why are my numbers down'."
|
||||
|
||||
**Claude produces:**
|
||||
|
||||
**PM Critique Summary**
|
||||
Verdict: 🟡 Mostly on track with one significant gap
|
||||
|
||||
"The design successfully surfaces the top-line metrics above the fold and the date range selector is prominent. However, the design currently shows no contextual explanation for metric changes — a user whose conversions dropped 40% last week will still need to contact support because there's nothing in the design helping them understand why."
|
||||
|
||||
**Goal Alignment Check:**
|
||||
| Goal | Status | Evidence |
|
||||
|---|---|---|
|
||||
| Understand performance at a glance | ✅ Yes | Top 4 KPIs are above fold, well-contrasted |
|
||||
| Reduce "why are my numbers down" tickets | 🟡 Partial | Metrics shown but no context or anomaly explanation |
|
||||
|
||||
**PM Feedback:**
|
||||
**Missing: Metric change context — 🔴 High impact**
|
||||
- Observation: Metric cards show current value and % change vs prior period but no explanation of what drove the change
|
||||
- User impact: A user seeing -40% conversions still has no information to act on without contacting support
|
||||
- Business impact: Does not address the core support ticket driver — the "why"
|
||||
- Evidence basis: Hypothesis (we should validate with support ticket analysis)
|
||||
- Question for designer: Is there data available to surface top contributing factors? Even "top declining campaign" would help.
|
||||
|
||||
---
|
||||
|
||||
## Tips for best results
|
||||
|
||||
- For `figma-design-brief`: paste the actual PRD snippet or ticket — the more specific the requirement, the more useful the brief
|
||||
- For `figma-design-qa`: describe the platform and design system explicitly — the checklist adapts to iOS vs Android vs Web
|
||||
- For `figma-design-critique-pm`: always state the business metric — without it, feedback stays generic
|
||||
- For `figma-variant-matrix`: name the component exactly as it will appear in Figma — Claude uses this for layer naming recommendations
|
||||
- For `figma-user-flow-planner`: state the starting point and user type — these determine which edge cases are most likely
|
||||
|
||||
## Related skills
|
||||
- `design-critique` — General UX critique using Gestalt and Nielsen heuristics (pm-design bundle)
|
||||
- `ux-research-plan` — Full research plan for user testing (pm-design bundle)
|
||||
- `figma-prototype-plan` — Plan what to prototype before building it (this bundle)
|
||||
@@ -0,0 +1,20 @@
|
||||
# Multi-Platform Exports
|
||||
|
||||
These folders are **generated** from the canonical `skills/*/SKILL.md` files —
|
||||
the skill body is the single source of truth. Do not edit anything in `exports/`
|
||||
by hand; edit the source skill and run:
|
||||
|
||||
```bash
|
||||
node scripts/build-exports.mjs
|
||||
```
|
||||
|
||||
Currently exporting **174 skills** to:
|
||||
|
||||
- **ChatGPT — Custom GPT instructions** → `exports/chatgpt/`
|
||||
- **Google Gemini — Gem instructions** → `exports/gemini/`
|
||||
- **Cursor — project rule (.mdc)** → `exports/cursor/`
|
||||
- **Windsurf — workspace rule (.md)** → `exports/windsurf/`
|
||||
- **Aider — conventions file (.md)** → `exports/aider/`
|
||||
|
||||
Adding a new platform is a few lines in the `PLATFORMS` registry of
|
||||
`scripts/build-exports.mjs` — no content is duplicated.
|
||||
@@ -0,0 +1,183 @@
|
||||
# Aider — conventions file (.md)
|
||||
|
||||
> Auto-generated from `skills/*/SKILL.md` by `scripts/build-exports.mjs`.
|
||||
> **Do not edit these files by hand** — edit the source skill and regenerate.
|
||||
|
||||
174 skills exported. Copy a `.mdc rule` into the tool to use it.
|
||||
|
||||
| Skill | Bundle | Path |
|
||||
|---|---|---|
|
||||
| 360-Degree Feedback Template | `pm-people` | `pm-people/360-feedback-template/360-feedback-template.md` |
|
||||
| A/B Test Planner | `pm-delivery` | `pm-delivery/ab-test-planner/ab-test-planner.md` |
|
||||
| Accessibility Audit | `pm-design` | `pm-design/accessibility-audit/accessibility-audit.md` |
|
||||
| Account Plan | `pm-sales` | `pm-sales/account-plan/account-plan.md` |
|
||||
| AEO Optimizer | `pm-writers` | `pm-writers/aeo-optimizer/aeo-optimizer.md` |
|
||||
| AI Ethics Review | `pm-advanced` | `pm-advanced/ai-ethics-review/ai-ethics-review.md` |
|
||||
| AI Product Canvas | `pm-advanced` | `pm-advanced/ai-product-canvas/ai-product-canvas.md` |
|
||||
| Ambiguity Resolver | `pm-strategy` | `pm-strategy/ambiguity-resolver/ambiguity-resolver.md` |
|
||||
| API Docs Writer | `pm-engineering` | `pm-engineering/api-docs-writer/api-docs-writer.md` |
|
||||
| API Versioning Strategy | `pm-engineering` | `pm-engineering/api-versioning-strategy/api-versioning-strategy.md` |
|
||||
| Architecture Decision Record (ADR) | `pm-engineering` | `pm-engineering/architecture-decision-record/architecture-decision-record.md` |
|
||||
| Assumption Mapper | `pm-discovery` | `pm-discovery/assumption-mapper/assumption-mapper.md` |
|
||||
| Board Deck Narrative | `pm-business` | `pm-business/board-deck-narrative/board-deck-narrative.md` |
|
||||
| Budget Variance Analysis | `pm-finance` | `pm-finance/budget-variance-analysis/budget-variance-analysis.md` |
|
||||
| Capacity Planning | `pm-engineering` | `pm-engineering/capacity-planning/capacity-planning.md` |
|
||||
| Change Management Plan | `pm-hr` | `pm-hr/change-management-plan/change-management-plan.md` |
|
||||
| Changelog Generator | `pm-engineering` | `pm-engineering/changelog-generator/changelog-generator.md` |
|
||||
| Chart Data Extractor | `pm-data` | `pm-data/chart-data-extractor/chart-data-extractor.md` |
|
||||
| Churn Analysis | `pm-cs` | `pm-cs/churn-analysis/churn-analysis.md` |
|
||||
| CI/CD Playbook | `pm-engineering` | `pm-engineering/cicd-playbook/cicd-playbook.md` |
|
||||
| Claude Superpowers | `pm-engineering` | `pm-engineering/claude-superpowers/claude-superpowers.md` |
|
||||
| Clinical Case Summary | `pm-research` | `pm-research/clinical-case-summary/clinical-case-summary.md` |
|
||||
| Code Review Checklist | `pm-engineering` | `pm-engineering/code-review-checklist/code-review-checklist.md` |
|
||||
| Cohort Analysis | `pm-data` | `pm-data/cohort-analysis/cohort-analysis.md` |
|
||||
| Community Management Playbook | `pm-social` | `pm-social/community-management-playbook/community-management-playbook.md` |
|
||||
| Competitive Analysis | `pm-essentials` | `pm-essentials/competitive-analysis/competitive-analysis.md` |
|
||||
| Competitive Intelligence Monitor | `pm-strategy` | `pm-strategy/competitive-intelligence-monitor/competitive-intelligence-monitor.md` |
|
||||
| Competitor Signal Tracker | `pm-strategy` | `pm-strategy/competitor-signal-tracker/competitor-signal-tracker.md` |
|
||||
| Competitor Teardown | `pm-gtm` | `pm-gtm/competitor-teardown/competitor-teardown.md` |
|
||||
| Compliance Checklist | `pm-legal` | `pm-legal/compliance-checklist/compliance-checklist.md` |
|
||||
| Content Calendar | `pm-gtm` | `pm-gtm/content-calendar/content-calendar.md` |
|
||||
| Context Mode | `pm-engineering` | `pm-engineering/context-mode/context-mode.md` |
|
||||
| Contract Review | `pm-legal` | `pm-legal/contract-review/contract-review.md` |
|
||||
| Customer Escalation Brief | `pm-cs` | `pm-cs/cs-escalation-brief/cs-escalation-brief.md` |
|
||||
| Customer Health Scorecard | `pm-cs` | `pm-cs/cs-health-scorecard/cs-health-scorecard.md` |
|
||||
| Customer Journey Map | `pm-discovery` | `pm-discovery/customer-journey-map/customer-journey-map.md` |
|
||||
| Customer Success Plan | `pm-cs` | `pm-cs/customer-success-plan/customer-success-plan.md` |
|
||||
| Dashboard Brief | `pm-data` | `pm-data/dashboard-brief/dashboard-brief.md` |
|
||||
| Data Analysis Standard | `pm-analytics` | `pm-analytics/data-analysis-standard/data-analysis-standard.md` |
|
||||
| Data Pipeline Spec | `pm-data` | `pm-data/data-pipeline-spec/data-pipeline-spec.md` |
|
||||
| Database Migration Plan | `pm-engineering` | `pm-engineering/database-migration-plan/database-migration-plan.md` |
|
||||
| Database Schema Design | `pm-engineering` | `pm-engineering/database-schema-design/database-schema-design.md` |
|
||||
| Debugging Log Analyser | `pm-engineering` | `pm-engineering/debugging-log-analyser/debugging-log-analyser.md` |
|
||||
| Dependency Audit | `pm-engineering` | `pm-engineering/dependency-audit/dependency-audit.md` |
|
||||
| Design Critique | `pm-design` | `pm-design/design-critique/design-critique.md` |
|
||||
| Design Handoff Brief | `pm-advanced` | `pm-advanced/design-handoff-brief/design-handoff-brief.md` |
|
||||
| Design System Audit | `pm-design` | `pm-design/design-system-audit/design-system-audit.md` |
|
||||
| Developer Onboarding Document | `pm-engineering` | `pm-engineering/developer-onboarding-doc/developer-onboarding-doc.md` |
|
||||
| Disaster Recovery Plan | `pm-engineering` | `pm-engineering/disaster-recovery-plan/disaster-recovery-plan.md` |
|
||||
| Discovery Call Prep | `pm-sales` | `pm-sales/discovery-call-prep/discovery-call-prep.md` |
|
||||
| Discovery Interview Guide | `pm-discovery` | `pm-discovery/discovery-interview-guide/discovery-interview-guide.md` |
|
||||
| Word Doc Tracked Changes | `pm-essentials` | `pm-essentials/docx-tracked-changes/docx-tracked-changes.md` |
|
||||
| Email Campaign | `pm-gtm` | `pm-gtm/email-campaign/email-campaign.md` |
|
||||
| Email Triage | `pm-operations` | `pm-operations/email-triage/email-triage.md` |
|
||||
| Employee Engagement Survey | `pm-hr` | `pm-hr/employee-engagement-survey/employee-engagement-survey.md` |
|
||||
| Engineering Hiring Rubric | `pm-engineering` | `pm-engineering/engineering-hiring-rubric/engineering-hiring-rubric.md` |
|
||||
| Engineering Weekly Report | `pm-engineering` | `pm-engineering/engineering-weekly-report/engineering-weekly-report.md` |
|
||||
| Executive Summary | `pm-cross` | `pm-cross/executive-summary/executive-summary.md` |
|
||||
| Executive Update | `pm-strategy` | `pm-strategy/executive-update/executive-update.md` |
|
||||
| Experiment Designer | `pm-advanced` | `pm-advanced/experiment-designer/experiment-designer.md` |
|
||||
| Feature Flag Guide | `pm-engineering` | `pm-engineering/feature-flag-guide/feature-flag-guide.md` |
|
||||
| Feature Prioritisation | `pm-planning` | `pm-planning/feature-prioritisation/feature-prioritisation.md` |
|
||||
| Figma Annotation Guide | `pm-figma` | `pm-figma/figma-annotation-guide/figma-annotation-guide.md` |
|
||||
| Figma Component Audit | `pm-figma` | `pm-figma/figma-component-audit/figma-component-audit.md` |
|
||||
| Figma Design Brief | `pm-figma` | `pm-figma/figma-design-brief/figma-design-brief.md` |
|
||||
| Figma Design Critique — PM Perspective | `pm-figma` | `pm-figma/figma-design-critique-pm/figma-design-critique-pm.md` |
|
||||
| Figma Design QA | `pm-figma` | `pm-figma/figma-design-qa/figma-design-qa.md` |
|
||||
| Figma Design Review | `pm-figma` | `pm-figma/figma-design-review/figma-design-review.md` |
|
||||
| Figma Prototype Plan | `pm-figma` | `pm-figma/figma-prototype-plan/figma-prototype-plan.md` |
|
||||
| Figma Spacing System | `pm-figma` | `pm-figma/figma-spacing-system/figma-spacing-system.md` |
|
||||
| Figma User Flow Planner | `pm-figma` | `pm-figma/figma-user-flow-planner/figma-user-flow-planner.md` |
|
||||
| Figma Variant Matrix | `pm-figma` | `pm-figma/figma-variant-matrix/figma-variant-matrix.md` |
|
||||
| Financial Due Diligence | `pm-finance` | `pm-finance/financial-due-diligence/financial-due-diligence.md` |
|
||||
| Financial Model Narrative | `pm-finance` | `pm-finance/financial-model-narrative/financial-model-narrative.md` |
|
||||
| Go-To-Market | `pm-gtm` | `pm-gtm/go-to-market/go-to-market.md` |
|
||||
| Go-to-Market Planner | `pm-delivery` | `pm-delivery/go-to-market-planner/go-to-market-planner.md` |
|
||||
| Grant Proposal | `pm-cross` | `pm-cross/grant-proposal/grant-proposal.md` |
|
||||
| Hiring Rubric | `pm-people` | `pm-people/hiring-rubric/hiring-rubric.md` |
|
||||
| Incident Postmortem | `pm-engineering` | `pm-engineering/incident-postmortem/incident-postmortem.md` |
|
||||
| Influencer Brief | `pm-social` | `pm-social/influencer-brief/influencer-brief.md` |
|
||||
| Infrastructure-as-Code Review | `pm-engineering` | `pm-engineering/infra-as-code-review/infra-as-code-review.md` |
|
||||
| Instagram Post Downloader | `pm-writers` | `pm-writers/instagram-post-downloader/instagram-post-downloader.md` |
|
||||
| Investor Pitch Deck | `pm-finance` | `pm-finance/investor-pitch-deck/investor-pitch-deck.md` |
|
||||
| Investor Update | `pm-business` | `pm-business/investor-update/investor-update.md` |
|
||||
| Job Application | `pm-business` | `pm-business/job-application/job-application.md` |
|
||||
| Job Description Writer | `pm-hr` | `pm-hr/job-description-writer/job-description-writer.md` |
|
||||
| Job Story Mapper | `pm-discovery` | `pm-discovery/job-story-mapper/job-story-mapper.md` |
|
||||
| Last 30 Days Research | `pm-cross` | `pm-cross/last-30-days-research/last-30-days-research.md` |
|
||||
| Launch Readiness | `pm-delivery` | `pm-delivery/launch-readiness/launch-readiness.md` |
|
||||
| Legal Brief | `pm-legal` | `pm-legal/legal-brief/legal-brief.md` |
|
||||
| Literature Review | `pm-research` | `pm-research/literature-review/literature-review.md` |
|
||||
| Load Testing Plan | `pm-engineering` | `pm-engineering/load-testing-plan/load-testing-plan.md` |
|
||||
| Local Dev Setup | `pm-engineering` | `pm-engineering/local-dev-setup/local-dev-setup.md` |
|
||||
| Media Pitch | `pm-gtm` | `pm-gtm/media-pitch/media-pitch.md` |
|
||||
| Meeting Notes | `pm-essentials` | `pm-essentials/meeting-notes/meeting-notes.md` |
|
||||
| Metrics Framework | `pm-data` | `pm-data/metrics-framework/metrics-framework.md` |
|
||||
| Microservices Decomposition | `pm-engineering` | `pm-engineering/microservices-decomposition/microservices-decomposition.md` |
|
||||
| Monitoring Setup Guide | `pm-engineering` | `pm-engineering/monitoring-setup-guide/monitoring-setup-guide.md` |
|
||||
| Morning Intelligence | `pm-operations` | `pm-operations/morning-intelligence/morning-intelligence.md` |
|
||||
| Multi-Source Signal Synthesiser | `pm-advanced` | `pm-advanced/multi-source-signal-synthesiser/multi-source-signal-synthesiser.md` |
|
||||
| NDA Analyser | `pm-legal` | `pm-legal/nda-analyser/nda-analyser.md` |
|
||||
| NotebookLM Connector | `pm-cross` | `pm-cross/notebooklm-connector/notebooklm-connector.md` |
|
||||
| Notes Humanizer | `pm-writers` | `pm-writers/notes-humanizer/notes-humanizer.md` |
|
||||
| OKR Builder | `pm-planning` | `pm-planning/okr-builder/okr-builder.md` |
|
||||
| Onboarding Plan | `pm-hr` | `pm-hr/onboarding-plan/onboarding-plan.md` |
|
||||
| On-Call Runbook | `pm-engineering` | `pm-engineering/oncall-runbook/oncall-runbook.md` |
|
||||
| Partnership Proposal | `pm-sales` | `pm-sales/partnership-proposal/partnership-proposal.md` |
|
||||
| Patient Communication | `pm-research` | `pm-research/patient-communication/patient-communication.md` |
|
||||
| Performance Budget | `pm-engineering` | `pm-engineering/performance-budget/performance-budget.md` |
|
||||
| Performance Review | `pm-people` | `pm-people/performance-review/performance-review.md` |
|
||||
| PM Weekly Review | `pm-rituals` | `pm-rituals/pm-weekly-review/pm-weekly-review.md` |
|
||||
| PPTX Slide Auditor | `pm-delivery` | `pm-delivery/pptx-slide-auditor/pptx-slide-auditor.md` |
|
||||
| PR Description Writer | `pm-engineering` | `pm-engineering/pr-description-writer/pr-description-writer.md` |
|
||||
| PRD Template | `pm-essentials` | `pm-essentials/prd-template/prd-template.md` |
|
||||
| Press Release | `pm-cross` | `pm-cross/press-release/press-release.md` |
|
||||
| Pricing Strategy | `pm-planning` | `pm-planning/pricing-strategy/pricing-strategy.md` |
|
||||
| Process Documentation | `pm-operations` | `pm-operations/process-documentation/process-documentation.md` |
|
||||
| Product Health Analysis | `pm-analytics` | `pm-analytics/product-health-analysis/product-health-analysis.md` |
|
||||
| Product Launch Checklist | `pm-delivery` | `pm-delivery/product-launch-checklist/product-launch-checklist.md` |
|
||||
| Product Positioning Doc | `pm-gtm` | `pm-gtm/product-positioning-doc/product-positioning-doc.md` |
|
||||
| Project Status Report | `pm-operations` | `pm-operations/project-status-report/project-status-report.md` |
|
||||
| Proposal Writer | `pm-sales` | `pm-sales/proposal-writer/proposal-writer.md` |
|
||||
| QBR Deck | `pm-cs` | `pm-cs/qbr-deck/qbr-deck.md` |
|
||||
| RACI Matrix | `pm-operations` | `pm-operations/raci-matrix/raci-matrix.md` |
|
||||
| Redundancy Consultation | `pm-hr` | `pm-hr/redundancy-consultation/redundancy-consultation.md` |
|
||||
| Renewal Playbook | `pm-cs` | `pm-cs/renewal-playbook/renewal-playbook.md` |
|
||||
| Research Protocol | `pm-research` | `pm-research/research-protocol/research-protocol.md` |
|
||||
| Retention Analysis | `pm-analytics` | `pm-analytics/retention-analysis/retention-analysis.md` |
|
||||
| Retrospective Analysis | `pm-delivery` | `pm-delivery/retro-analysis/retro-analysis.md` |
|
||||
| RFC Writer | `pm-engineering` | `pm-engineering/rfc-writer/rfc-writer.md` |
|
||||
| RICE + Strategic Alignment | `pm-planning` | `pm-planning/rice-impact-matrix/rice-impact-matrix.md` |
|
||||
| RICE Prioritisation | `pm-planning` | `pm-planning/rice-prioritisation/rice-prioritisation.md` |
|
||||
| Risk Register | `pm-operations` | `pm-operations/risk-register/risk-register.md` |
|
||||
| Roadmap Narrative | `pm-planning` | `pm-planning/roadmap-narrative/roadmap-narrative.md` |
|
||||
| Roadmap Presentation | `pm-planning` | `pm-planning/roadmap-presentation/roadmap-presentation.md` |
|
||||
| Runbook Writer | `pm-engineering` | `pm-engineering/runbook-writer/runbook-writer.md` |
|
||||
| Sales Battlecard | `pm-sales` | `pm-sales/sales-battlecard/sales-battlecard.md` |
|
||||
| Sales Forecasting Model | `pm-sales` | `pm-sales/sales-forecasting-model/sales-forecasting-model.md` |
|
||||
| Security Threat Model | `pm-engineering` | `pm-engineering/security-threat-model/security-threat-model.md` |
|
||||
| SEO Content Brief | `pm-gtm` | `pm-gtm/seo-content-brief/seo-content-brief.md` |
|
||||
| Service Catalog Entry | `pm-engineering` | `pm-engineering/service-catalog-entry/service-catalog-entry.md` |
|
||||
| Skill Security Auditor | `pm-engineering` | `pm-engineering/skill-security-auditor/skill-security-auditor.md` |
|
||||
| SLO and Error Budget | `pm-engineering` | `pm-engineering/slo-error-budget/slo-error-budget.md` |
|
||||
| Social Ad Campaign | `pm-social` | `pm-social/social-ad-campaign/social-ad-campaign.md` |
|
||||
| Social Media Audit | `pm-social` | `pm-social/social-media-audit/social-media-audit.md` |
|
||||
| Social Media Strategy | `pm-gtm` | `pm-gtm/social-media-strategy/social-media-strategy.md` |
|
||||
| SOP Writer | `pm-operations` | `pm-operations/sop-writer/sop-writer.md` |
|
||||
| Sprint Brief | `pm-delivery` | `pm-delivery/sprint-brief/sprint-brief.md` |
|
||||
| Sprint Planning | `pm-delivery` | `pm-delivery/sprint-planning/sprint-planning.md` |
|
||||
| Sprint Velocity Analysis | `pm-engineering` | `pm-engineering/sprint-velocity-analysis/sprint-velocity-analysis.md` |
|
||||
| SQL Query Explainer | `pm-data` | `pm-data/sql-query-explainer/sql-query-explainer.md` |
|
||||
| Stakeholder Influence Mapper | `pm-strategy` | `pm-strategy/stakeholder-influence-mapper/stakeholder-influence-mapper.md` |
|
||||
| Stakeholder Update | `pm-essentials` | `pm-essentials/stakeholder-update/stakeholder-update.md` |
|
||||
| Strategic Narrative Generator | `pm-strategy` | `pm-strategy/strategic-narrative-generator/strategic-narrative-generator.md` |
|
||||
| Substack Notes Scraper | `pm-writers` | `pm-writers/substack-notes-scraper/substack-notes-scraper.md` |
|
||||
| Sycophancy Challenger | `pm-cross` | `pm-cross/sycophancy-challenger/sycophancy-challenger.md` |
|
||||
| System Design Interview | `pm-engineering` | `pm-engineering/system-design-interview/system-design-interview.md` |
|
||||
| Tax Planning Checklist | `pm-finance` | `pm-finance/tax-planning-checklist/tax-planning-checklist.md` |
|
||||
| Teaching Lesson Plan | `pm-cross` | `pm-cross/teaching-lesson-plan/teaching-lesson-plan.md` |
|
||||
| Team Health Check | `pm-people` | `pm-people/team-health-check/team-health-check.md` |
|
||||
| Team Offsite Planner | `pm-people` | `pm-people/team-offsite-planner/team-offsite-planner.md` |
|
||||
| Tech Radar | `pm-engineering` | `pm-engineering/tech-radar/tech-radar.md` |
|
||||
| Technical Debt Register | `pm-engineering` | `pm-engineering/technical-debt-register/technical-debt-register.md` |
|
||||
| Technical Spec Template | `pm-delivery` | `pm-delivery/technical-spec-template/technical-spec-template.md` |
|
||||
| Test Strategy Document | `pm-engineering` | `pm-engineering/test-strategy-doc/test-strategy-doc.md` |
|
||||
| Thumbnail Creator Skill (via Gemini) | `pm-writers` | `pm-writers/thumbnail-creator/thumbnail-creator.md` |
|
||||
| User Interview Synthesis | `pm-discovery` | `pm-discovery/user-interview-synthesis/user-interview-synthesis.md` |
|
||||
| User Research Synthesis | `pm-essentials` | `pm-essentials/user-research-synthesis/user-research-synthesis.md` |
|
||||
| User Story Writer | `pm-delivery` | `pm-delivery/user-story-writer/user-story-writer.md` |
|
||||
| UX Research Plan | `pm-design` | `pm-design/ux-research-plan/ux-research-plan.md` |
|
||||
| Vendor Evaluation | `pm-operations` | `pm-operations/vendor-evaluation/vendor-evaluation.md` |
|
||||
| Viral Content Framework | `pm-social` | `pm-social/viral-content-framework/viral-content-framework.md` |
|
||||
| Workshop Facilitation Guide | `pm-operations` | `pm-operations/workshop-facilitation-guide/workshop-facilitation-guide.md` |
|
||||
| YouTube Script Writer | `pm-writers` | `pm-writers/youtube-script-writer/youtube-script-writer.md` |
|
||||
@@ -0,0 +1,210 @@
|
||||
# AI Ethics Review Skill
|
||||
|
||||
This skill produces a structured ethical review of an AI or machine learning feature, model, or product. Output covers fairness, transparency, privacy, safety, accountability, and societal impact — with risk scoring, prioritised mitigations, and a checklist suitable for governance review or responsible AI documentation.
|
||||
|
||||
> ⚠️ This skill provides a structured framework for identifying and documenting ethical risks. It is not a substitute for legal advice, regulated algorithmic impact assessments, or specialist ethics review required in specific jurisdictions (e.g. EU AI Act, UK AI regulation).
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Feature or model name** and what it does
|
||||
- **Who it affects** — which users or people does the AI interact with, make decisions about, or collect data from?
|
||||
- **What decisions or outputs it produces** — recommendations, predictions, classifications, generation, automation?
|
||||
- **Consequentiality** — how significant are the AI's decisions? (low-stakes suggestions vs decisions that affect employment, credit, health, safety, etc.)
|
||||
- **Data used** — what training data, user data, or third-party data is used?
|
||||
- **Human oversight** — is there a human in the loop, and at what stage?
|
||||
- **Deployment context** — who will use this and how? (internal tool / consumer-facing / automated pipeline)
|
||||
|
||||
## Output Structure
|
||||
|
||||
---
|
||||
|
||||
# AI Ethics Review: [Feature / Model Name]
|
||||
|
||||
**Product / system:** [Name and brief description]
|
||||
**Review type:** [Pre-deployment review / Post-deployment audit / Change review]
|
||||
**Risk tier:** [High / Medium / Low — based on consequentiality, scale, and affected population]
|
||||
**Reviewer:** [Name / Team]
|
||||
**Date:** [Date]
|
||||
**Status:** [Draft / Approved / Requires escalation]
|
||||
|
||||
---
|
||||
|
||||
## 1. Feature Summary
|
||||
|
||||
| | |
|
||||
|---|---|
|
||||
| **What it does** | [1–2 sentences — plain English description of the AI feature and its purpose] |
|
||||
| **Who uses it** | [End users / internal teams / automated system] |
|
||||
| **Who is affected by its outputs** | [May be different from who uses it — e.g. an AI hiring tool is used by HR but affects candidates] |
|
||||
| **Output type** | [Recommendation / Classification / Prediction / Generation / Automation / Scoring] |
|
||||
| **Scale** | [How many people affected per day/month?] |
|
||||
| **Consequentiality** | [High: affects access to services, employment, credit, health, safety / Medium: influences decisions / Low: suggestions with easy override] |
|
||||
| **Human oversight level** | [Full automation / Human review before action / Human can override after action / Advisory only] |
|
||||
|
||||
---
|
||||
|
||||
## 2. Risk Tier Assessment
|
||||
|
||||
| Factor | Score (1–3) | Rationale |
|
||||
|---|---|---|
|
||||
| **Consequentiality** (impact on individuals) | [1=low, 3=high] | [e.g. 3 — model output influences hiring decisions] |
|
||||
| **Scale** (number of people affected) | [1=few, 3=many] | [e.g. 2 — internal tool used for ~500 candidates/year] |
|
||||
| **Reversibility** (can harm be undone?) | [1=reversible, 3=irreversible] | [e.g. 2 — unfair rejection can be appealed but may not be caught] |
|
||||
| **Vulnerability of affected group** | [1=general population, 3=protected or vulnerable group] | [e.g. 2 — includes protected characteristics in the decision context] |
|
||||
| **Transparency** (do affected people know?) | [1=informed, 3=opaque] | [e.g. 3 — candidates are not told AI is used in screening] |
|
||||
|
||||
**Composite risk tier:** [High (12–15) / Medium (7–11) / Low (3–6)]
|
||||
|
||||
**Risk tier implications:**
|
||||
- **High:** Mandatory senior ethics review, DPA/DPIA required, human-in-loop for all consequential decisions, ongoing monitoring required
|
||||
- **Medium:** Ethics review recommended, document mitigations, quarterly monitoring
|
||||
- **Low:** Standard review, document assumptions, annual review
|
||||
|
||||
---
|
||||
|
||||
## 3. Fairness & Bias
|
||||
|
||||
*Does the AI treat people equitably across groups?*
|
||||
|
||||
**Protected characteristics relevant to this feature:**
|
||||
[List applicable protected characteristics — age, gender, race/ethnicity, disability, religion, national origin, etc.]
|
||||
|
||||
| Risk | Analysis | Mitigation |
|
||||
|---|---|---|
|
||||
| **Training data bias** | [Does the training data reflect historical discrimination? e.g. hiring data that reflects past biases in who was hired] | [Audit training data for demographic representation / use debiasing techniques / document data lineage] |
|
||||
| **Proxy discrimination** | [Could the model use a proxy for a protected characteristic? e.g. using postcode as a proxy for race] | [Identify proxy features / test for disparate impact using adversarial debiasing] |
|
||||
| **Differential performance** | [Does the model perform differently across demographic groups? — e.g. lower accuracy for underrepresented groups] | [Disaggregate performance metrics by group / set minimum performance thresholds per group] |
|
||||
| **Feedback loops** | [Does the model's output reinforce existing disparities? e.g. recommending content that keeps disadvantaged groups in lower-engagement patterns] | [Monitor outcome distributions over time / implement feedback loop detection] |
|
||||
|
||||
**Fairness evaluation method:** [What method will be used to measure fairness — statistical parity / equalised odds / individual fairness? Who is responsible for running it and how often?]
|
||||
|
||||
---
|
||||
|
||||
## 4. Transparency & Explainability
|
||||
|
||||
*Can affected people understand how the AI makes decisions?*
|
||||
|
||||
| Dimension | Current state | Required state | Gap |
|
||||
|---|---|---|---|
|
||||
| **User disclosure** | [Are users told they're interacting with AI?] | [Yes — required for trust and regulation] | [e.g. No disclosure on current UI] |
|
||||
| **Decision explanation** | [Can the system explain why it reached a conclusion?] | [For high-stakes decisions: yes] | [e.g. Black-box model — no feature attribution available] |
|
||||
| **Right to know** | [Can affected people ask how a decision was made?] | [Yes — required under GDPR Art. 22 for automated decisions] | [e.g. No process exists] |
|
||||
| **Confidence calibration** | [Does the model express appropriate uncertainty?] | [Yes — overconfident models cause over-reliance] | [e.g. Model outputs binary label without confidence score] |
|
||||
|
||||
**Explainability approach:** [LIME / SHAP / rule-based surrogate / LLM-generated rationale / none — and why]
|
||||
|
||||
---
|
||||
|
||||
## 5. Privacy & Data
|
||||
|
||||
*Is personal data used responsibly and lawfully?*
|
||||
|
||||
| Risk | Analysis | Mitigation |
|
||||
|---|---|---|
|
||||
| **Data minimisation** | [Does the model use more personal data than necessary?] | [Audit input features — remove any that don't improve performance and involve unnecessary data collection] |
|
||||
| **Data retention** | [How long is personal data retained for training and inference?] | [Define retention policy aligned to GDPR / CCPA / sector requirements] |
|
||||
| **Re-identification risk** | [Could model outputs or training data be used to identify individuals?] | [Differential privacy / k-anonymity / output rate limiting] |
|
||||
| **Third-party data** | [Is data from third parties used? Is it licensed for this use?] | [Audit data licensing / get legal sign-off on each third-party source] |
|
||||
| **Cross-border data transfer** | [Is personal data transferred across jurisdictions?] | [Legal review — Standard Contractual Clauses or equivalent] |
|
||||
|
||||
**DPIA required?** [Yes / No / Uncertain — for High tier or whenever processing is likely to result in high risk to individuals under GDPR Art. 35]
|
||||
|
||||
---
|
||||
|
||||
## 6. Safety & Reliability
|
||||
|
||||
*What happens when the AI gets it wrong?*
|
||||
|
||||
| Failure mode | Likelihood | Impact | Mitigation |
|
||||
|---|---|---|---|
|
||||
| **False positives** | [H/M/L] | [e.g. Flagging a legitimate transaction as fraud — customer locked out] | [Set threshold conservatively; human review for edge cases] |
|
||||
| **False negatives** | [H/M/L] | [e.g. Missing a real fraud case — financial loss] | [Monitor false negative rate; set minimum recall threshold] |
|
||||
| **Out-of-distribution inputs** | [H/M/L] | [Model behaves unpredictably on inputs outside training distribution] | [Input validation; confidence thresholding — route uncertain inputs to human review] |
|
||||
| **Model degradation** | [M] | [Performance degrades as data distributions shift post-deployment] | [Scheduled performance monitoring; drift detection alerts] |
|
||||
| **Adversarial inputs** | [L/M] | [Deliberate manipulation of inputs to game the model] | [Adversarial testing; rate limiting; anomaly detection on inputs] |
|
||||
| **Single point of failure** | [L/M] | [Model outage causes downstream system failure] | [Graceful degradation — define fallback behaviour when model is unavailable] |
|
||||
|
||||
**Fallback behaviour:** [What happens if the AI is unavailable or returns low-confidence output? — e.g. route to human review / use rule-based fallback / block the action]
|
||||
|
||||
---
|
||||
|
||||
## 7. Accountability & Governance
|
||||
|
||||
*Who is responsible when things go wrong?*
|
||||
|
||||
| Question | Answer |
|
||||
|---|---|
|
||||
| **Who owns this AI feature?** | [Team or individual with end-to-end accountability] |
|
||||
| **Who approved deployment?** | [Name and role — must be documented] |
|
||||
| **Who is responsible for ongoing monitoring?** | [Team and cadence] |
|
||||
| **Who can shut it down?** | [Who has kill-switch authority and under what conditions?] |
|
||||
| **How are incidents reported?** | [Internal escalation path + external disclosure process if required] |
|
||||
| **Is this subject to regulation?** | [EU AI Act / UK AI regulation / sector-specific rules — FINRA, FDA, FCA, etc.] |
|
||||
|
||||
**Incident response plan:** [Link to or describe what happens if the model causes harm — detection, escalation, remediation, disclosure]
|
||||
|
||||
---
|
||||
|
||||
## 8. Societal Impact
|
||||
|
||||
*Beyond individual users — what are the broader effects?*
|
||||
|
||||
| Impact area | Risk | Mitigation |
|
||||
|---|---|---|
|
||||
| **Labour displacement** | [Does this AI automate tasks that currently employ people?] | [Transition plan / human-AI collaboration framing / skills retraining commitment] |
|
||||
| **Environmental impact** | [What is the carbon cost of training and inference?] | [Measure and offset; prefer efficient architectures; use renewable-energy infrastructure where possible] |
|
||||
| **Power concentration** | [Does this AI give the deploying organisation disproportionate power over individuals?] | [Ensure right to opt out; avoid lock-in; consider open alternatives] |
|
||||
| **Information ecosystem** | [Could this AI contribute to misinformation, filter bubbles, or manipulation?] | [Provenance labelling / content policies / algorithmic diversity requirements] |
|
||||
|
||||
---
|
||||
|
||||
## 9. Mitigation Priorities
|
||||
|
||||
| # | Risk | Severity | Action | Owner | Deadline |
|
||||
|---|---|---|---|---|---|
|
||||
| 1 | [Highest risk — e.g. No disclosure to affected candidates] | Critical | [Add AI disclosure to UI and candidate-facing documentation] | [PM + Legal] | [Before launch] |
|
||||
| 2 | [e.g. No fairness evaluation across demographic groups] | High | [Commission third-party fairness audit using [method]] | [ML team + external auditor] | [Within 30 days of launch] |
|
||||
| 3 | [e.g. No model monitoring in place] | High | [Deploy performance and drift monitoring dashboard] | [ML Ops] | [Launch day] |
|
||||
| 4 | [e.g. DPIA not completed] | High | [Complete DPIA with DPO before deployment] | [Legal / DPO] | [Before launch] |
|
||||
|
||||
---
|
||||
|
||||
## 10. Pre-Deployment Checklist
|
||||
|
||||
- [ ] Ethics review completed and approved by required reviewers
|
||||
- [ ] DPIA completed (if required)
|
||||
- [ ] Fairness evaluation completed and results documented
|
||||
- [ ] AI disclosure is in place wherever required
|
||||
- [ ] Human oversight mechanism is defined and tested
|
||||
- [ ] Kill-switch and escalation path is documented and tested
|
||||
- [ ] Model monitoring is deployed and alerting is configured
|
||||
- [ ] Data lineage and training data audit documented
|
||||
- [ ] Legal sign-off obtained on data licensing and cross-border transfers
|
||||
- [ ] Incident response plan in place
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] "Who is affected" includes people the AI makes decisions *about*, not just who uses the product
|
||||
- [ ] Fairness analysis names specific protected characteristics, not just "diverse groups"
|
||||
- [ ] Safety section covers both false positive and false negative failure modes
|
||||
- [ ] Accountability section names real people, not teams or roles
|
||||
- [ ] Mitigations are specific and time-bound — not "monitor and review"
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not limit the affected-population analysis to users of the product — AI that makes decisions about people (hiring, credit, content moderation) affects non-users who have no opt-out
|
||||
- [ ] Do not accept "we will monitor" as a mitigation without specifying what is monitored, at what threshold, and who acts
|
||||
- [ ] Do not assign fairness analysis to the model team alone — protected characteristic analysis requires input from legal, HR, or a subject-matter expert
|
||||
- [ ] Do not defer the DPIA to post-launch — for high-risk tier systems, a DPIA is a pre-requisite for lawful deployment under GDPR
|
||||
- [ ] Do not conflate statistical accuracy with fairness — a model can be 95% accurate overall while performing significantly worse for a protected group
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Run an AI ethics review for [feature]"
|
||||
- "Conduct an ethical impact assessment for our new ML model"
|
||||
- "Review the AI risks for our hiring / credit / recommendation system"
|
||||
- "Build a responsible AI checklist for our product"
|
||||
- "What are the ethical risks of using AI for [use case]?"
|
||||
@@ -0,0 +1,164 @@
|
||||
# AI Product Canvas Skill
|
||||
|
||||
Define AI products with the same rigour as any product decision — but with additional layers for data, model, evaluation, and responsible AI. This canvas prevents the most common AI product failure: building a technically impressive feature that doesn't solve a real problem.
|
||||
|
||||
## AI Product Anti-Patterns to Check First
|
||||
|
||||
Before building, flag if any of these apply:
|
||||
- ❌ "We should add AI to [existing feature]" — with no user problem defined
|
||||
- ❌ Accuracy target undefined before build begins
|
||||
- ❌ No plan for what happens when the model is wrong
|
||||
- ❌ User-facing AI output with no human review or fallback
|
||||
- ❌ Training data not audited for bias or quality
|
||||
- ❌ No evaluation metric — "we'll know it when we see it"
|
||||
|
||||
---
|
||||
|
||||
## AI Product Canvas Output Format
|
||||
|
||||
### AI Product Canvas — [Feature Name] — [Date]
|
||||
|
||||
**PM Owner:** [Name]
|
||||
**ML/AI Lead:** [Name]
|
||||
**Status:** Discovery / Design / Build / Evaluation / Live
|
||||
|
||||
---
|
||||
|
||||
#### 1. Problem Definition
|
||||
**User problem being solved:**
|
||||
> [What specific situation is the user in? What job are they trying to get done?]
|
||||
|
||||
**Why AI?**
|
||||
> [What makes this problem require AI vs a deterministic solution? If the answer is "because we can," stop here.]
|
||||
|
||||
**Success for the user looks like:**
|
||||
> [What outcome does the user experience when the AI feature is working well?]
|
||||
|
||||
---
|
||||
|
||||
#### 2. AI Approach
|
||||
|
||||
**Task type:**
|
||||
- [ ] Classification
|
||||
- [ ] Generation (text, image, code)
|
||||
- [ ] Summarisation / extraction
|
||||
- [ ] Recommendation
|
||||
- [ ] Search / retrieval
|
||||
- [ ] Prediction / forecasting
|
||||
- [ ] Conversation / agent
|
||||
|
||||
**Model approach:**
|
||||
- [ ] LLM API (GPT-4, Claude, Gemini, etc.) — specify: [Model name + version]
|
||||
- [ ] Fine-tuned model on own data
|
||||
- [ ] Custom model trained from scratch
|
||||
- [ ] RAG (retrieval-augmented generation)
|
||||
- [ ] Embedding + vector search
|
||||
|
||||
**Rationale for chosen approach:** [Why this, not alternatives]
|
||||
|
||||
---
|
||||
|
||||
#### 3. Data Requirements
|
||||
|
||||
| Data Type | Source | Volume | Quality Status | Bias Risk |
|
||||
|---|---|---|---|---|
|
||||
| [Training data] | [Where it comes from] | [Volume] | [Audit status] | H/M/L |
|
||||
| [Evaluation data] | [Where it comes from] | [Volume] | [Audit status] | H/M/L |
|
||||
|
||||
**Data gaps:** [What's missing and plan to get it]
|
||||
**Privacy considerations:** [Any PII in training or inference data]
|
||||
**Data ownership:** [Do we own this data? Can we use it for training?]
|
||||
|
||||
---
|
||||
|
||||
#### 4. Evaluation Framework
|
||||
|
||||
**Primary metric:** [The number that defines success — accuracy, F1, BLEU, user rating, task completion rate]
|
||||
**Minimum acceptable threshold:** [Below X, the feature does not ship]
|
||||
**Human evaluation plan:** [How will humans review model outputs? Sampling rate? Review panel?]
|
||||
|
||||
| Evaluation Type | Method | Cadence | Owner |
|
||||
|---|---|---|---|
|
||||
| Offline (pre-launch) | [Test set, benchmark] | Pre-launch | ML Lead |
|
||||
| Online (post-launch) | [A/B test, user feedback] | Weekly | PM + ML |
|
||||
| Adversarial | [Red-team, edge cases] | Pre-launch | Safety reviewer |
|
||||
|
||||
---
|
||||
|
||||
#### 5. User Experience Design
|
||||
|
||||
**How is AI output presented?**
|
||||
- [ ] Direct output shown to user (high trust required)
|
||||
- [ ] AI-assisted with user confirmation
|
||||
- [ ] Suggestion user can accept/reject
|
||||
- [ ] Background action with audit log
|
||||
|
||||
**Confidence and uncertainty handling:**
|
||||
- What happens when confidence is low? [Show alternative, ask for clarification, fallback to manual]
|
||||
- How is uncertainty communicated to the user? [UI pattern]
|
||||
|
||||
**Fallback plan:**
|
||||
- If the model fails or returns an error: [Specific fallback behaviour]
|
||||
- If accuracy degrades below threshold: [Kill switch or graceful degradation plan]
|
||||
|
||||
---
|
||||
|
||||
#### 6. Responsible AI Checklist
|
||||
|
||||
- [ ] Bias audit completed on training data
|
||||
- [ ] Demographic fairness evaluated (does performance differ by user group?)
|
||||
- [ ] Hallucination / confabulation risk assessed and mitigated
|
||||
- [ ] User can see and correct AI output
|
||||
- [ ] Opt-out mechanism exists (can user disable the AI feature?)
|
||||
- [ ] Output provenance visible when relevant (does user know AI generated this?)
|
||||
- [ ] PII not used in ways user didn't consent to
|
||||
- [ ] Regulatory review completed (GDPR, AI Act, sector-specific)
|
||||
- [ ] Model cards / documentation completed
|
||||
|
||||
---
|
||||
|
||||
#### 7. Launch & Monitoring Plan
|
||||
|
||||
**Rollout:** [% of users, with staged expansion criteria]
|
||||
**Monitoring metrics:**
|
||||
- Model performance: [Metric + alert threshold]
|
||||
- User engagement with AI output: [Acceptance rate, override rate, feedback score]
|
||||
- Error rate: [% of failed inferences]
|
||||
- Latency: [P95 target]
|
||||
|
||||
**Model refresh cadence:** [How often is the model retrained or updated?]
|
||||
**Drift detection:** [How will you know when model performance degrades in production?]
|
||||
|
||||
---
|
||||
|
||||
## Guidelines
|
||||
|
||||
- Never skip the "Why AI?" section — it's the most important question in AI product development
|
||||
- The fallback UX is not optional — what happens when AI fails defines your product's trustworthiness
|
||||
- Responsible AI checklist must be completed before launch, not after
|
||||
- Include latency in success metrics — a 5-second AI response is often worse than no AI at all
|
||||
- Recommend starting with a human-in-the-loop design and automating only when accuracy is proven
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Feature or product description** (what the AI is intended to do)
|
||||
- **User problem** (what problem the AI is solving for users)
|
||||
- **Available data** (what training/inference data exists)
|
||||
- **ML/AI lead** (who owns the technical implementation)
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not skip the "Why AI?" question — if the answer is "we want to use AI," stop and reframe around the user problem first
|
||||
- [ ] Do not launch with an undefined accuracy threshold — "good enough" is not a threshold; set a number before build begins
|
||||
- [ ] Do not design the UX to hide AI-generated output as if it were system truth — users need to know when AI is involved so they can override it
|
||||
- [ ] Do not defer the Responsible AI checklist to post-launch — bias and privacy issues are far harder to fix in production than in design
|
||||
- [ ] Do not treat model latency as a post-launch optimisation — a 6-second AI response that replaces a 1-second rule-based response is a regression, not a feature
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] "Why AI?" is answered clearly (not "because we can")
|
||||
- [ ] Minimum acceptable accuracy threshold is defined before build begins
|
||||
- [ ] Fallback UX is specified for model failures or low-confidence outputs
|
||||
- [ ] Responsible AI checklist is completed (not deferred to post-launch)
|
||||
- [ ] Monitoring plan includes both model performance and user engagement metrics
|
||||
@@ -0,0 +1,78 @@
|
||||
# Design Handoff Brief Skill
|
||||
|
||||
Produce a design brief that sets designers up for success — grounding them in user context and constraints before they open Figma, not after they've gone in the wrong direction.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Feature brief or PRD** (even rough notes work)
|
||||
- **Designer's name or team** (for personalisation)
|
||||
- **Technical constraints** (any engineering limitations already known)
|
||||
- **Timeline** (when does design need to be done?)
|
||||
|
||||
## What Designers Actually Need (and PMs Often Skip)
|
||||
- The user's goal, not the feature name
|
||||
- The emotional state of the user at this moment in the journey
|
||||
- What success looks like — how will we know the design worked?
|
||||
- Constraints: technical, legal, brand, accessibility
|
||||
- Edge cases that must be handled
|
||||
- What we're explicitly NOT solving for
|
||||
|
||||
## Process
|
||||
1. Read the feature brief or PRD provided
|
||||
2. Extract user goal (reframe from feature language to user outcome language)
|
||||
3. Identify constraints — technical limitations, brand guidelines, accessibility requirements
|
||||
4. List edge cases the design must handle
|
||||
5. Define success criteria the design should be evaluated against
|
||||
6. Write a "not in scope" section to prevent scope creep in design
|
||||
7. **Validate** — Confirm every edge case listed is specific enough to design for, and every out-of-scope item is concrete enough to say "no" to
|
||||
|
||||
## Output Structure
|
||||
|
||||
### Design Brief: [Feature Name]
|
||||
|
||||
**User Goal:** (in the user's words, not ours)
|
||||
"When I [situation], I want to [motivation] so that I can [outcome]."
|
||||
|
||||
**Context & Emotional State:**
|
||||
[Where is the user in their journey? What are they feeling? What just happened?]
|
||||
|
||||
**Design Success Criteria:**
|
||||
- [Criterion 1 — measurable where possible]
|
||||
- [Criterion 2]
|
||||
- [Criterion 3]
|
||||
|
||||
**Constraints:**
|
||||
- Technical: [limitations engineering has flagged]
|
||||
- Brand: [relevant brand guidelines]
|
||||
- Accessibility: [WCAG level required, any specific requirements]
|
||||
- Legal/Compliance: [if applicable]
|
||||
|
||||
**Edge Cases to Design For:**
|
||||
- [Edge case 1]
|
||||
- [Edge case 2]
|
||||
- [Edge case 3]
|
||||
|
||||
**Explicitly Out of Scope:**
|
||||
- [What we are NOT solving in this design iteration]
|
||||
|
||||
**Reference Material:**
|
||||
- User research: [link]
|
||||
- Existing patterns: [Figma component library link]
|
||||
- Competitor examples: [links if relevant]
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] User goal is written in user language (not feature/product language)
|
||||
- [ ] At least one edge case covers an error or failure state
|
||||
- [ ] Success criteria are measurable or observable (not "looks good")
|
||||
- [ ] Out-of-scope section names at least one thing that might seem in scope but isn't
|
||||
- [ ] Technical constraints are specific enough for an engineer to confirm
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not write the user goal in feature language ("design the checkout flow") — it must be written from the user's perspective with a motivation and outcome
|
||||
- [ ] Do not skip the "Explicitly Out of Scope" section — without it, designers will inadvertently solve problems not intended for this iteration
|
||||
- [ ] Do not list edge cases that are so generic they apply to any feature (e.g. "handle errors") — each edge case must be specific to this feature's failure modes
|
||||
- [ ] Do not hand off the brief without confirming engineering constraints are accurate — a constraint that is wrong is worse than no constraint
|
||||
- [ ] Do not omit the emotional context of the user — designs without emotional grounding produce technically correct but experientially flat results
|
||||
@@ -0,0 +1,72 @@
|
||||
# Experiment Designer Skill
|
||||
|
||||
Produce rigorous experiment designs from product hypotheses, and interpret results with statistical and practical significance — so you can defend every decision to a sceptical engineering lead or data scientist.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
**For experiment design:**
|
||||
- Hypothesis (what change, what metric, what expected movement)
|
||||
- Current baseline metric value
|
||||
- Minimum detectable effect (MDE) — the smallest lift worth caring about
|
||||
- Available daily sample size
|
||||
|
||||
**For results interpretation:**
|
||||
- Control and variant results (raw numbers or percentages)
|
||||
- P-value or confidence interval
|
||||
- Run duration (days)
|
||||
- Any anomalies observed during the test
|
||||
|
||||
## Two-Phase Process
|
||||
|
||||
### Phase 1: Experiment Design
|
||||
1. Restate hypothesis as: "If we [change], we expect [metric] to [move by X%] because [reason]"
|
||||
2. Define control and variant clearly
|
||||
3. Select primary metric (one only) and secondary guardrail metrics (2-3 max)
|
||||
4. Calculate required sample size from MDE and baseline
|
||||
5. Estimate run time in days
|
||||
6. Set pre-defined success criteria before the test runs — no moving goalposts
|
||||
7. Flag design risks: novelty effects, seasonal confounds, multiple testing issues, network effects, sample ratio mismatch
|
||||
|
||||
### Phase 2: Results Interpretation
|
||||
1. Assess statistical significance (p < 0.05 threshold)
|
||||
2. Assess practical significance: was the lift meaningful for the business, not just real?
|
||||
3. Interpret confidence intervals
|
||||
4. Investigate confounding factors
|
||||
5. Recommend: Ship / Iterate / Kill / Run follow-up test
|
||||
6. **Validate** — Confirm the test ran for the full planned duration. Flag if it was stopped early (peeking problem). Confirm sample ratio mismatch did not occur.
|
||||
|
||||
## Output Structure
|
||||
|
||||
**[Design or Results header based on phase]**
|
||||
|
||||
*Hypothesis:* "If we [change], we expect [metric] to [move by X%] because [reason]"
|
||||
|
||||
*Primary metric:* [One metric only]
|
||||
*Guardrail metrics:* [2-3 max]
|
||||
*Required sample size:* [n per variant]
|
||||
*Estimated run time:* [days]
|
||||
*Pre-defined success threshold:* [specific number]
|
||||
*Design risk flags:* [any concerns]
|
||||
|
||||
**Results (Phase 2 only):**
|
||||
*Statistical significance:* [p-value and conclusion]
|
||||
*Practical significance:* [lift size vs. business threshold]
|
||||
*Recommendation:* Ship / Iterate / Kill / Follow-up — [rationale]
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Hypothesis specifies the change, the metric, the direction, and the reason
|
||||
- [ ] Primary metric is singular — guardrail metrics are secondary
|
||||
- [ ] Success criteria are defined before the test launches (not after seeing results)
|
||||
- [ ] Test was not stopped early (or flagged clearly if it was)
|
||||
- [ ] Practical significance assessed separately from statistical significance
|
||||
- [ ] Sample ratio mismatch is checked in results interpretation
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not define success criteria after seeing preliminary results — post-hoc success definitions are HARKing (Hypothesising After Results are Known) and invalidate the experiment
|
||||
- [ ] Do not stop a test early because the result looks significant — early stopping dramatically inflates false positive rates; the test must run to the planned sample size
|
||||
- [ ] Do not treat statistical significance as the same as practical significance — a p < 0.05 result with a 0.1% lift is real but may not be worth shipping
|
||||
- [ ] Do not run the same experiment on the same population multiple times without correction — multiple testing inflates the chance of a false positive proportionally
|
||||
- [ ] Do not use more than one primary metric — multiple primary metrics require multiple hypothesis corrections and make the ship/kill decision ambiguous
|
||||
+65
@@ -0,0 +1,65 @@
|
||||
# Multi-Source Signal Synthesiser Skill
|
||||
|
||||
Reconcile user signals from multiple sources — interviews, support tickets, NPS, app reviews, sales calls — into a unified, weighted insight brief that surfaces the underlying need rather than the surface-level request.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Signal sources** (interviews, support tickets, NPS verbatims, app reviews, sales calls, analytics — any combination)
|
||||
- **Time period** covered by the data
|
||||
- **Product area or feature** the signals relate to (if scoped)
|
||||
|
||||
## Source Weighting (default — adapt to context)
|
||||
|
||||
| Source | Weight | Rationale |
|
||||
|--------|--------|-----------|
|
||||
| Direct research (interviews, usability tests) | 5 | Highest-fidelity, structured |
|
||||
| Support tickets (unprompted pain signals) | 4 | Real pain, unfiltered |
|
||||
| NPS verbatims | 3 | Broad but shallow |
|
||||
| App store reviews | 2 | Public, self-selected |
|
||||
| Sales call summaries | 2 | Filtered through sales lens |
|
||||
| Anecdote or single report | 1 | Low confidence alone |
|
||||
|
||||
## Process
|
||||
1. Tag each signal by source and apply weight
|
||||
2. Look for **convergence**: same underlying need appearing across 3+ sources
|
||||
3. Look for **divergence**: contradictory signals suggesting user segmentation
|
||||
4. Distinguish surface request from underlying need (e.g. "faster export" may mean "I don't trust the data will be there when I need it")
|
||||
5. Produce ranked insights by weighted frequency
|
||||
6. **Validate** — Confirm each insight has evidence from at least 2 source types. Flag any insight resting on a single source as low-confidence.
|
||||
|
||||
## Output Structure
|
||||
|
||||
### User Signal Synthesis — [Date / Period]
|
||||
**Sources included:** [list with count per source]
|
||||
**Total signals processed:** [n]
|
||||
|
||||
#### Insight 1: [Underlying need, not feature request]
|
||||
- **Confidence:** High / Medium / Low (based on source diversity and weight)
|
||||
- **Evidence:** [Signals from each source supporting this]
|
||||
- **Conflicting signals:** [Any contradicting evidence and how to interpret it]
|
||||
- **Product implication:** [Specific next step, not generic]
|
||||
|
||||
[Repeat for top 3-5 insights]
|
||||
|
||||
#### Divergent Signals (Possible Segmentation)
|
||||
[Where user groups appear to have genuinely different needs — specify which segments]
|
||||
|
||||
#### What the Data Does NOT Tell Us
|
||||
[Gaps that require further research before acting]
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Every insight references at least 2 distinct source types
|
||||
- [ ] Surface requests are translated to underlying needs (not just echoed)
|
||||
- [ ] Divergent signals identify the specific user segments, not just "some users disagree"
|
||||
- [ ] Confidence ratings are consistent with source diversity and weighting
|
||||
- [ ] "What the data does NOT tell us" section is honest about gaps
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not echo surface-level feature requests as insights — translate every request to the underlying need before including it as a finding
|
||||
- [ ] Do not assign High confidence to insights supported by only one source type — confidence requires corroboration across at least two distinct source types
|
||||
- [ ] Do not treat all sources as equally weighted — a single interview quote and a pattern across 200 support tickets are not comparable signals
|
||||
- [ ] Do not collapse divergent signals into a single finding — where user segments have genuinely different needs, name the segments explicitly rather than averaging them away
|
||||
- [ ] Do not omit the research gap section when key decisions rest on thin data — acting on low-confidence findings without flagging the gaps misleads product teams
|
||||
@@ -0,0 +1,129 @@
|
||||
# Data Analysis Standard Skill
|
||||
|
||||
Turn raw numbers into product decisions. Structure every analysis with a clear question, methodology, finding, and recommended action.
|
||||
|
||||
## Analysis Framework: The 4-Question Method
|
||||
|
||||
Every analysis starts here:
|
||||
1. **What changed?** (describe the metric and its movement)
|
||||
2. **Why did it change?** (root cause — segment, funnel step, cohort, channel)
|
||||
3. **So what?** (business or product impact)
|
||||
4. **Now what?** (recommended action with confidence level)
|
||||
|
||||
Never deliver data without answering all four. A chart with no narrative is not an analysis.
|
||||
|
||||
---
|
||||
|
||||
## Metric Triage Template
|
||||
|
||||
Use when a metric has moved unexpectedly:
|
||||
|
||||
```
|
||||
METRIC: [Name]
|
||||
MOVEMENT: [X% change over Y period]
|
||||
BASELINE: [What was normal]
|
||||
|
||||
SEGMENTATION CHECK:
|
||||
- By platform (iOS / Android / Web)?
|
||||
- By user cohort (new / returning / power users)?
|
||||
- By acquisition channel?
|
||||
- By geography?
|
||||
- By plan/tier?
|
||||
|
||||
ROOT CAUSE HYPOTHESIS:
|
||||
1. [Most likely explanation] — Evidence: [data point]
|
||||
2. [Alternative explanation] — Evidence: [data point]
|
||||
3. [Ruling out] — Eliminated because: [reason]
|
||||
|
||||
CONCLUSION: [Single sentence answer to "why did this change?"]
|
||||
CONFIDENCE: [High / Medium / Low] — based on [data available]
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Funnel Analysis Structure
|
||||
|
||||
| Stage | Metric | Current | Benchmark/Target | Drop-off % | Notes |
|
||||
|---|---|---|---|---|---|
|
||||
| [Top of funnel] | [Users] | [N] | [N] | — | |
|
||||
| [Step 2] | [Users] | [N] | [N] | [X%] | |
|
||||
| [Step 3] | [Users] | [N] | [N] | [X%] | |
|
||||
| [Conversion] | [Users] | [N] | [N] | [X%] | |
|
||||
|
||||
**Biggest drop-off:** [Step X → Step Y] — Hypothesis: [reason]
|
||||
**Recommended investigation:** [specific query or test]
|
||||
|
||||
---
|
||||
|
||||
## Cohort Analysis Guidelines
|
||||
|
||||
Always define:
|
||||
- **Cohort definition:** [What groups users — signup week, first action, plan type]
|
||||
- **Retention metric:** [What counts as retained — login, core action, revenue]
|
||||
- **Retention window:** [D1, D7, D30, W4, M3, etc.]
|
||||
|
||||
Output a cohort retention table and annotate:
|
||||
- Baseline retention for each cohort
|
||||
- Cohorts that over/underperform and why (feature launch? campaign? seasonal?)
|
||||
- Trend direction across cohorts (improving / declining / stable)
|
||||
|
||||
---
|
||||
|
||||
## Stakeholder Analysis Output Format
|
||||
|
||||
### [Analysis Title] — [Date]
|
||||
|
||||
**Question being answered:** [Specific question in plain English]
|
||||
**Time period:** [Date range]
|
||||
**Data source:** [Where data comes from]
|
||||
|
||||
**Finding:**
|
||||
> [1–2 sentence plain-English summary of what the data shows]
|
||||
|
||||
**Key chart / table:** [Include or describe]
|
||||
|
||||
**Root cause:** [Best explanation with evidence]
|
||||
|
||||
**Confidence level:** [High / Medium / Low] — [reason]
|
||||
|
||||
**Recommended action:**
|
||||
1. [Immediate action — owner, timeline]
|
||||
2. [Investigation needed — what to check next]
|
||||
3. [Monitoring — what metric to watch and at what cadence]
|
||||
|
||||
**What this analysis does NOT tell us:** [Important caveat — what data is missing or what can't be concluded]
|
||||
|
||||
---
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Metric or question** being investigated
|
||||
- **Time period** (what changed, from when to when)
|
||||
- **Data available** (which segments, sources, or queries you have access to)
|
||||
- **Business context** (what decision this analysis informs)
|
||||
- **Audience** (who will read this — exec / team / data team)
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Analysis answers all 4 questions: what changed, why, so what, now what
|
||||
- [ ] Root cause has evidence (not just hypothesis)
|
||||
- [ ] Confidence level is stated and justified
|
||||
- [ ] What the data cannot tell us is explicitly named
|
||||
- [ ] Recommended action includes an owner and timeline
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not present correlations as causation — always state the distinction explicitly
|
||||
- [ ] Do not report a metric movement without stating the time window and comparison baseline
|
||||
- [ ] Do not skip the "so what" — raw observations without recommended actions are incomplete analysis
|
||||
- [ ] Do not overstate confidence — label hypotheses clearly and note what data would be needed to confirm them
|
||||
- [ ] Do not ignore segment breakdowns — aggregate metrics can mask opposing trends in sub-segments
|
||||
|
||||
## Guidelines
|
||||
|
||||
- Always state what the data *cannot* tell you — never oversell confidence
|
||||
- Correlations are not causation — flag this every time
|
||||
- If the user has no baseline, recommend establishing one before drawing conclusions
|
||||
- Recommend the simplest chart for each finding: bar for comparison, line for trends, scatter for correlation, table for detailed breakdowns
|
||||
- Always specify the time window — "conversion dropped" is meaningless without "from X to Y over Z period"
|
||||
@@ -0,0 +1,62 @@
|
||||
# Product Health Analysis Skill
|
||||
|
||||
Transform raw metrics data into a clear health narrative — what's working, what's not, and what needs immediate attention.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Metrics data** (current values for key metrics — even rough numbers work)
|
||||
- **Targets or benchmarks** (OKR targets, historical baselines, or industry benchmarks)
|
||||
- **Period** (week / month / quarter being analysed)
|
||||
- **Product area or segment** (are we looking at the whole product or a specific feature?)
|
||||
|
||||
## Metrics Framework
|
||||
Analyse across four layers:
|
||||
1. **Acquisition** — new users, source quality, CAC trends
|
||||
2. **Activation** — time to first value, onboarding completion rates
|
||||
3. **Engagement** — DAU/MAU, feature adoption, session depth
|
||||
4. **Retention** — D1/D7/D30 retention, churn rate, resurrection rate
|
||||
|
||||
## Process
|
||||
1. For each metric, compare: current period vs. previous period, current vs. target
|
||||
2. Flag anything more than 10% off target as requiring investigation
|
||||
3. Look for correlations — does a drop in activation explain a retention dip 2 weeks later?
|
||||
4. Write a plain-English health summary (no jargon) suitable for sharing with non-data stakeholders
|
||||
5. Recommend top 3 areas for immediate investigation with suggested diagnostic steps
|
||||
6. **Validate** — Confirm every flagged metric has a plausible root cause hypothesis, not just a raw number, and every recommended action has a specific owner or team
|
||||
|
||||
## Output Structure
|
||||
|
||||
### Product Health Report — [Period]
|
||||
**Overall Health:** 🟢 On Track / 🟡 Watch / 🔴 Action Required
|
||||
|
||||
| Metric | Current | Target | vs. Last Period | Status |
|
||||
|--------|---------|--------|-----------------|--------|
|
||||
| [metric] | [value] | [target] | [+/-%] | [🟢/🟡/🔴] |
|
||||
|
||||
**Key Observations:**
|
||||
[3-5 bullet observations written in plain English]
|
||||
|
||||
**Areas Requiring Investigation:**
|
||||
1. [Metric + hypothesis + suggested diagnostic]
|
||||
2. [Metric + hypothesis + suggested diagnostic]
|
||||
3. [Metric + hypothesis + suggested diagnostic]
|
||||
|
||||
**Recommended Actions:**
|
||||
[Specific next steps with owners and timelines]
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Every metric includes both a target and a trend (not just a snapshot)
|
||||
- [ ] At least one correlation is drawn between metrics (e.g., activation → retention)
|
||||
- [ ] Every flagged metric has a root cause hypothesis, not just "it dropped"
|
||||
- [ ] Observations are written for a non-technical stakeholder (no raw query language or data jargon)
|
||||
- [ ] Overall health rating is justified with specific evidence
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not report a single aggregate metric without segment breakdowns — averages hide opposing trends
|
||||
- [ ] Do not flag a metric as healthy just because it is above the target — check if the target itself is meaningful
|
||||
- [ ] Do not list metric movements without root cause hypotheses — observations without explanations are not analysis
|
||||
- [ ] Do not mix product health metrics with business KPIs without explaining the relationship between them
|
||||
- [ ] Do not omit recommended actions — a health report that only describes problems without prioritised next steps is incomplete
|
||||
@@ -0,0 +1,137 @@
|
||||
# Retention Analysis Skill
|
||||
|
||||
Diagnose why users leave, identify what keeps them, and recommend specific, testable interventions — not vague "improve onboarding" suggestions.
|
||||
|
||||
## Retention Fundamentals
|
||||
|
||||
**The retention curve has two components:**
|
||||
1. **Steepness of initial drop** (D1–D7) — onboarding problem
|
||||
2. **Long-term floor level** — product-market fit indicator
|
||||
|
||||
A product with PMF has a retention curve that flattens. If it trends to zero, you have a PMF problem, not an onboarding problem. Name this distinction explicitly.
|
||||
|
||||
---
|
||||
|
||||
## Retention Metrics Definitions
|
||||
|
||||
| Metric | Formula | What It Tells You |
|
||||
|---|---|---|
|
||||
| D1 Retention | Users who return on day 2 ÷ new users day 1 | Quality of first experience |
|
||||
| D7 Retention | Users active on day 8 ÷ users who joined 7 days ago | Early habit formation |
|
||||
| D30 Retention | Users active on day 31 ÷ users who joined 30 days ago | Product-market fit signal |
|
||||
| DAU/MAU Ratio | Daily active users ÷ monthly active users | Stickiness (>20% good, >50% excellent) |
|
||||
| Churn Rate | Users lost in period ÷ users at start of period | Monthly or annual |
|
||||
| Net Revenue Retention | MRR at end of period ÷ MRR at start (same cohort) | Revenue health including expansion |
|
||||
|
||||
---
|
||||
|
||||
## Retention Investigation Framework
|
||||
|
||||
### Step 1: Segment the problem
|
||||
Don't analyse "retention" — analyse retention for specific cohorts:
|
||||
- New vs returning users
|
||||
- Paid vs free
|
||||
- Acquisition channel (organic vs paid vs referral)
|
||||
- Onboarding path completed vs not
|
||||
- Feature usage (power users vs lurkers)
|
||||
|
||||
### Step 2: Find the inflection points
|
||||
Where does the drop happen? D1? D7? Month 3?
|
||||
- D1 drop → First session experience
|
||||
- D7 drop → Habit loop not formed
|
||||
- D30 drop → Value not delivered at depth
|
||||
- Month 3+ drop → Boredom, competition, or lifecycle event
|
||||
|
||||
### Step 3: Identify the "aha moment" correlation
|
||||
Which early behaviour predicts long-term retention?
|
||||
- Run correlation: users who did [X] in first 7 days vs 30-day retention
|
||||
- Common patterns: connected an integration, invited a teammate, completed a core action N times
|
||||
|
||||
### Step 4: Qualify the churn
|
||||
Interview churned users — never skip this. Survey data alone is insufficient.
|
||||
- "What was the trigger that led you to cancel/stop?"
|
||||
- "What were you trying to accomplish that you couldn't?"
|
||||
- "What would need to change for you to come back?"
|
||||
|
||||
---
|
||||
|
||||
## Output Format
|
||||
|
||||
### Retention Analysis — [Product/Segment] — [Date]
|
||||
|
||||
**Question:** [Specific retention question being answered]
|
||||
**Period Analysed:** [Date range]
|
||||
**Segment:** [Which users]
|
||||
|
||||
---
|
||||
|
||||
**Current Retention Snapshot:**
|
||||
|
||||
| Metric | Current | Industry Benchmark | Status |
|
||||
|---|---|---|---|
|
||||
| D1 Retention | [X%] | 25–40% | 🔴/🟡/🟢 |
|
||||
| D7 Retention | [X%] | 10–25% | 🔴/🟡/🟢 |
|
||||
| D30 Retention | [X%] | 5–15% | 🔴/🟡/🟢 |
|
||||
| DAU/MAU | [X%] | 10–20% typical | 🔴/🟡/🟢 |
|
||||
|
||||
**Retention Curve Shape:** [Flattening / Still declining / Trending to zero]
|
||||
**PMF Signal:** [Strong / Weak / Absent — based on curve shape]
|
||||
|
||||
---
|
||||
|
||||
**Root Cause Hypotheses:**
|
||||
|
||||
| Hypothesis | Evidence | Confidence | Test |
|
||||
|---|---|---|---|
|
||||
| [Cause] | [Data point] | H/M/L | [How to validate] |
|
||||
|
||||
**"Aha Moment" Correlation:**
|
||||
Users who [specific action] in first [N] days retain at [X%] vs [Y%] for those who don't.
|
||||
|
||||
---
|
||||
|
||||
**Recommended Interventions:**
|
||||
|
||||
| Intervention | Target Drop | Expected Lift | Effort | Priority |
|
||||
|---|---|---|---|---|
|
||||
| [Specific change] | D1 / D7 / D30 | [X%] | S/M/L | 1/2/3 |
|
||||
|
||||
**Monitoring Plan:**
|
||||
- Metric to track: [X]
|
||||
- Review cadence: [Weekly / Monthly]
|
||||
- Alert threshold: [If X drops below Y, investigate immediately]
|
||||
|
||||
---
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Product and business model** (SaaS / consumer app / marketplace / other)
|
||||
- **Current retention metrics** (D1, D7, D30 if available)
|
||||
- **Segment to analyse** (all users / paid / free / a specific cohort)
|
||||
- **Key question to answer** (why is retention dropping? what drives retention?)
|
||||
- **Available data** (analytics events, churn surveys, interview notes)
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Retention curve shape is diagnosed (flattening vs trending to zero = PMF vs onboarding)
|
||||
- [ ] Cohorts are segmented before analysis (not all users lumped together)
|
||||
- [ ] "Aha moment" correlation is identified or flagged as unknown
|
||||
- [ ] Interventions are specific (not "improve onboarding")
|
||||
- [ ] Churned user interviews are recommended (not just data analysis)
|
||||
- [ ] Monitoring plan includes an alert threshold
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not recommend "improve onboarding" without specifying what specific step to change and why
|
||||
- [ ] Do not analyse retention without segmenting by cohort — aggregate retention curves hide cohort-specific patterns
|
||||
- [ ] Do not treat DAU/MAU below 5% as a retention problem — at that level, it is a product-market fit problem
|
||||
- [ ] Do not skip qualitative research — churned user interviews reveal reasons that quantitative data cannot
|
||||
- [ ] Do not set a monitoring alert without specifying the threshold that triggers it
|
||||
|
||||
## Guidelines
|
||||
|
||||
- Never recommend "improve onboarding" without specifying *what* to change and *why*
|
||||
- Benchmark against industry — consumer apps, SaaS, and marketplaces have very different retention norms
|
||||
- If DAU/MAU is below 5%, that's a PMF conversation, not a retention tactics conversation
|
||||
- Always recommend talking to churned users — no amount of data replaces understanding the *reason*
|
||||
@@ -0,0 +1,160 @@
|
||||
# Board Deck Narrative Skill
|
||||
|
||||
This skill builds the complete narrative and slide structure for a board presentation — from opening framing to closing asks. It produces slide-by-slide content guidance, not just a list of topics.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Company stage and context** (Seed / Series A / Growth — and where you are in the year)
|
||||
- **Board meeting type** (Regular quarterly / Annual / Special / Fundraise-related)
|
||||
- **Key themes for this meeting** (e.g. strong growth quarter / pivoting strategy / hiring challenge / fundraise update)
|
||||
- **Key metrics to feature**
|
||||
- **Decisions needed from the board** (if any)
|
||||
- **Time available** (e.g. 60 min / 90 min)
|
||||
- **Audience** (investors only / investors + independent directors / mixed)
|
||||
|
||||
## Output Structure
|
||||
|
||||
---
|
||||
|
||||
# Board Deck Narrative: [Company] — [Quarter/Period]
|
||||
|
||||
**Meeting type:** [Regular quarterly / Special]
|
||||
**Time:** [X minutes]
|
||||
**Narrative theme:** [The one-sentence story of this quarter — e.g. "We hit our revenue target, but activation is the problem we need to solve together."]
|
||||
|
||||
---
|
||||
|
||||
## Opening Frame (Slide 1–2)
|
||||
|
||||
**Slide 1: Title**
|
||||
- Company name, quarter, date
|
||||
- One-sentence framing of the meeting's narrative arc
|
||||
|
||||
**Slide 2: Agenda**
|
||||
- List of sections + time allocation
|
||||
- Flag which sections need board input vs. are informational
|
||||
|
||||
*Presenter note: Board members are busy. Tell them in the first 2 minutes what you need from them today. It changes how they listen.*
|
||||
|
||||
---
|
||||
|
||||
## Business Performance (Slides 3–6, ~15 min)
|
||||
|
||||
**Slide 3: Scorecard / KPI Dashboard**
|
||||
- Content: Key metrics vs. targets for the quarter. No more than 6 metrics.
|
||||
- Format: Traffic-light table (Green / Amber / Red against plan)
|
||||
- Narrative: [1–2 sentences — the headline story of the quarter in numbers]
|
||||
- *Don't hide reds. Boards lose trust when they discover hidden problems later.*
|
||||
|
||||
**Slide 4: Revenue / Growth Deep Dive**
|
||||
- Content: Revenue breakdown by segment, cohort retention, growth drivers
|
||||
- Key message: [What the data shows about the health of growth]
|
||||
- Call out: [Any trend that needs board context or discussion]
|
||||
|
||||
**Slide 5: Unit Economics**
|
||||
- Content: CAC, LTV, payback period, gross margin — vs. last quarter and vs. plan
|
||||
- Flag: Any metric moving in the wrong direction and what's causing it
|
||||
|
||||
**Slide 6: Operational Highlights**
|
||||
- Content: 3–5 bullet points of the most significant things that happened this quarter
|
||||
- Format: Each bullet = outcome, not activity. ("Signed 3 enterprise contracts worth £400K ARR" not "Continued enterprise sales motion")
|
||||
|
||||
---
|
||||
|
||||
## Strategic Update (Slides 7–9, ~15 min)
|
||||
|
||||
**Slide 7: Strategy Snapshot**
|
||||
- Content: Where you said you'd be vs. where you are against the annual plan
|
||||
- Narrative: [Honest assessment — what's on track, what's shifted and why]
|
||||
|
||||
**Slide 8: Key Strategic Decision or Update**
|
||||
- Content: The one strategic topic that most needs board input this meeting
|
||||
- Format: Context → Options considered → Recommendation → Question for board
|
||||
- *This is the highest-value 10 minutes of the meeting. Frame it as a real question.*
|
||||
|
||||
**Slide 9: Product & Roadmap (if relevant)**
|
||||
- Content: Top 3 product bets this quarter — what shipped, what's coming, why these bets
|
||||
- Tailored for: What the board needs to understand to support strategic decisions, not a sprint review
|
||||
|
||||
---
|
||||
|
||||
## People & Organisation (Slide 10, ~5 min)
|
||||
|
||||
**Slide 10: Team Update**
|
||||
- Content: Headcount (start vs. end of quarter), key hires made, open roles, any org changes
|
||||
- Flag: Any people risks or leadership gaps the board should know about
|
||||
- *Don't skip this slide. Board members often have network value here.*
|
||||
|
||||
---
|
||||
|
||||
## Financial Update (Slides 11–12, ~10 min)
|
||||
|
||||
**Slide 11: P&L Summary**
|
||||
- Content: Revenue, gross margin, opex by category, EBITDA/net burn — actual vs. budget
|
||||
- Include: Year-to-date vs. annual plan
|
||||
|
||||
**Slide 12: Cash & Runway**
|
||||
- Content: Cash on hand, monthly burn rate, runway at current burn
|
||||
- Include: Scenario if burn increases (e.g. key hire made), scenario if growth accelerates
|
||||
- Flag immediately: If runway is < 18 months — this needs board awareness and planning
|
||||
|
||||
---
|
||||
|
||||
## Closing & Asks (Slides 13–14, ~10 min)
|
||||
|
||||
**Slide 13: Priorities for Next Quarter**
|
||||
- Content: Top 3–5 priorities and what success looks like for each
|
||||
- Format: Priority | What we're doing | How we'll know it worked
|
||||
- *Keeps board accountability consistent across meetings*
|
||||
|
||||
**Slide 14: Board Asks**
|
||||
- Content: Specific things you need from board members before next meeting
|
||||
- Format: Each ask = specific, named if possible ("Looking for an intro to [Company] — [Board member X], do you have a connection?")
|
||||
- *A board meeting without specific asks is a missed opportunity*
|
||||
|
||||
---
|
||||
|
||||
## Appendix (Optional)
|
||||
|
||||
- Detailed cohort analysis
|
||||
- Competitive landscape update
|
||||
- Full P&L
|
||||
- Team org chart
|
||||
- Any supporting data referenced in the main deck
|
||||
|
||||
*Appendix slides are available but not presented. Board members who want detail can ask.*
|
||||
|
||||
---
|
||||
|
||||
## Narrative Principles
|
||||
|
||||
- **Lead with honesty.** If it was a hard quarter, say so in the first slide. Don't bury bad news after the wins.
|
||||
- **One slide = one idea.** If a slide has two messages, split it.
|
||||
- **Fewer slides, more depth.** A 14-slide deck presented well beats a 35-slide deck rushed through.
|
||||
- **Every slide has a "so what."** A slide that just shows data without a takeaway wastes board time.
|
||||
- **Leave time for discussion.** Board value is in the conversation, not the presentation. Aim to spend 40% of the meeting presenting and 60% in discussion.
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Opening frame states the meeting's narrative theme
|
||||
- [ ] Scorecard slide uses traffic-light format (not just green metrics)
|
||||
- [ ] Strategic decision slide frames a real question for the board
|
||||
- [ ] Financial slide includes runway explicitly
|
||||
- [ ] Board asks are specific and actionable
|
||||
- [ ] Deck is ≤ 15 slides (excluding appendix)
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not bury bad news after slides full of good news — boards lose trust when they discover problems were de-emphasised; lead with the honest narrative
|
||||
- [ ] Do not include slides without a "so what" — a chart that shows data without a takeaway wastes board time and signals the presenter hasn't done the analysis
|
||||
- [ ] Do not exceed 15 slides in the main deck — a longer deck usually means the presenter hasn't decided what matters most
|
||||
- [ ] Do not attend a board meeting without at least one specific ask — a board meeting with no asks is a missed opportunity to leverage the room
|
||||
- [ ] Do not report metrics without comparing them to plan or a prior period — a metric shown in isolation gives the board no basis for judgement
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Build a board deck structure for our Q[N] board meeting"
|
||||
- "Help me create the narrative for our board presentation"
|
||||
- "Write the slide structure for our annual board review"
|
||||
- "Design a board deck for [specific context — e.g. fundraise update]"
|
||||
@@ -0,0 +1,130 @@
|
||||
# Investor Update Skill
|
||||
|
||||
This skill writes a complete investor update — structured for clarity, honest about challenges, and specific about asks. Output follows the format preferred by most early-stage and growth investors.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Company name and stage** (Seed / Series A / Series B / etc.)
|
||||
- **Period covered** (month or quarter)
|
||||
- **Key metrics this period** (revenue, MRR, users, churn, burn, runway — whatever's relevant)
|
||||
- **Biggest wins**
|
||||
- **Biggest challenges or misses**
|
||||
- **Specific asks from investors** (intros, advice, talent, partnerships)
|
||||
- **What's coming next period**
|
||||
- **Tone** (formal / conversational — most investors prefer conversational)
|
||||
|
||||
## Output Structure
|
||||
|
||||
---
|
||||
|
||||
**[Company Name] — [Month/Quarter] Update**
|
||||
*[Date]*
|
||||
|
||||
---
|
||||
|
||||
Hi [Investor names or "all"],
|
||||
|
||||
[One or two sentence opener — a specific highlight or honest framing of the period. Don't open with "Hope you're well." Open with the most important thing that happened.]
|
||||
|
||||
---
|
||||
|
||||
## The Numbers
|
||||
|
||||
| Metric | This Period | Last Period | Change |
|
||||
|---|---|---|---|
|
||||
| [MRR / ARR] | [Value] | [Value] | [+/- %] |
|
||||
| [Active users / customers] | | | |
|
||||
| [Churn rate] | | | |
|
||||
| [Burn rate] | | | |
|
||||
| [Runway] | | | |
|
||||
| [Other key metric] | | | |
|
||||
|
||||
[1–2 sentences of narrative on the numbers — what's the story behind the movement? Don't just repeat the table.]
|
||||
|
||||
---
|
||||
|
||||
## Highlights
|
||||
|
||||
**[Highlight 1 — 4–6 word title]**
|
||||
[2–4 sentences. What happened. Why it matters. Be specific — name the customer, the number, the milestone.]
|
||||
|
||||
**[Highlight 2]**
|
||||
[2–4 sentences]
|
||||
|
||||
**[Highlight 3 — optional]**
|
||||
|
||||
---
|
||||
|
||||
## Challenges
|
||||
|
||||
[This section is what separates trustworthy updates from self-promotional ones. Investors know you have challenges. Being direct builds trust.]
|
||||
|
||||
**[Challenge 1]**
|
||||
[2–4 sentences. What the problem is. What you've tried. What you're doing about it. Don't spin — investors see through it.]
|
||||
|
||||
**[Challenge 2 — if applicable]**
|
||||
|
||||
---
|
||||
|
||||
## Focus for Next [Month/Quarter]
|
||||
|
||||
[3–5 bullet points. What you're concentrating on next period and why. Keep it tight — not an exhaustive roadmap.]
|
||||
|
||||
- [Priority 1]
|
||||
- [Priority 2]
|
||||
- [Priority 3]
|
||||
|
||||
---
|
||||
|
||||
## Asks
|
||||
|
||||
[Be specific. "Let me know if you can help" is not an ask. These should be actionable items an investor can act on immediately.]
|
||||
|
||||
1. **[Ask type: e.g. Intro]** — [Specific request. e.g. "Looking for an intro to procurement leads at mid-market SaaS companies. Happy to share a warm intro note."]
|
||||
2. **[Ask type: e.g. Advice]** — [Specific question you want input on]
|
||||
3. **[Ask type: e.g. Talent]** — [Specific hire you're looking for — title, key requirements]
|
||||
|
||||
---
|
||||
|
||||
[Closing line — 1 sentence. Forward-looking or a genuine thanks. Not "as always, let me know if you have questions."]
|
||||
|
||||
[Signature]
|
||||
[Name]
|
||||
[Company]
|
||||
[One way to reply — email / Calendly / reply to this thread]
|
||||
|
||||
---
|
||||
|
||||
## Writing Rules
|
||||
|
||||
- Updates should take an investor 3–4 minutes to read. If it's longer, trim it.
|
||||
- Never lead with process ("This month we focused on...") — lead with outcomes
|
||||
- Challenges section must be honest. A missing challenges section signals the founder isn't self-aware or isn't being transparent.
|
||||
- Metrics table must include comparison to last period — a number without context is meaningless
|
||||
- Asks must be specific enough that an investor knows within 5 seconds if they can help
|
||||
- No jargon or buzzwords ("synergies," "crushing it," "hockey stick") — plain language only
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Opens with a specific highlight or honest framing (not a pleasantry)
|
||||
- [ ] Numbers include period-over-period comparison
|
||||
- [ ] Challenges section is present and honest
|
||||
- [ ] Asks are specific and actionable
|
||||
- [ ] Total length is skimmable in 3–4 minutes
|
||||
- [ ] No spin or buzzwords
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not omit challenges or bad news — sanitised updates erode investor trust faster than bad results do
|
||||
- [ ] Do not bury the lead — use BLUF structure and put the most important news in the first paragraph
|
||||
- [ ] Do not send an update without a clear "Ask" section — investors who want to help need to know how
|
||||
- [ ] Do not use buzzwords or spin — investors see hundreds of updates and will see through vague positive language
|
||||
- [ ] Do not report metrics without a comparison baseline — numbers without context (vs. last period or target) are meaningless
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Write an investor update for [month/quarter]"
|
||||
- "Draft a monthly update for our investors based on these notes: [paste notes]"
|
||||
- "Help me write a board update for Q[N]"
|
||||
- "Write our Series A investor newsletter"
|
||||
@@ -0,0 +1,131 @@
|
||||
# Job Application Skill
|
||||
|
||||
This skill tailors a CV and cover letter to a specific job description — optimising for ATS keyword matching while keeping the writing human and compelling. It also flags gaps between the candidate's profile and the role requirements.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Job description** (paste in full)
|
||||
- **Current CV / resume** (paste or describe key experience, roles, and skills)
|
||||
- **The specific thing that excites them about this role** (used in the cover letter — must be genuine)
|
||||
- **Any particular strengths to emphasise** (optional)
|
||||
- **Any gaps they're worried about** (optional — helps address them proactively)
|
||||
|
||||
## Output Structure
|
||||
|
||||
---
|
||||
|
||||
## Part 1: JD Analysis
|
||||
|
||||
Before writing anything, analyse the job description and output:
|
||||
|
||||
### Must-Have Requirements
|
||||
[List explicit requirements from the JD — qualifications, years of experience, specific skills]
|
||||
|
||||
### Key Themes in the JD
|
||||
[3–5 themes that repeat or are emphasised — these are the keywords and priorities the hiring manager cares about most]
|
||||
|
||||
### ATS Keywords to Include
|
||||
[List 10–15 specific keywords and phrases from the JD that should appear in the CV and cover letter. Include: tools, methodologies, job titles, skills]
|
||||
|
||||
### Gaps Assessment
|
||||
[Honest comparison between the candidate's profile and the JD requirements. Flag: "Strong match" / "Partial match — can be positioned as X" / "Gap — address in cover letter or don't apply"]
|
||||
|
||||
---
|
||||
|
||||
## Part 2: Tailored CV Summary / Profile Section
|
||||
|
||||
Rewrite or create the candidate's CV summary/profile section (the 3–5 lines at the top of a CV) specifically for this role:
|
||||
|
||||
**Rules:**
|
||||
- Open with the job title or a near-match (ATS reward)
|
||||
- Include 2–3 keywords from the JD naturally
|
||||
- Reference years of experience in the relevant area
|
||||
- End with a forward-looking line connecting their background to what this role needs
|
||||
- Keep to 60–80 words maximum
|
||||
|
||||
**Tailored CV Summary:**
|
||||
[Write the summary]
|
||||
|
||||
---
|
||||
|
||||
## Part 3: Experience Bullet Point Rewrites
|
||||
|
||||
For the 2–3 most relevant roles on the CV, suggest how to reframe existing bullet points to better match this JD:
|
||||
|
||||
**[Role Title] at [Company]**
|
||||
|
||||
| Original Bullet | Tailored Version | Why |
|
||||
|---|---|---|
|
||||
| [Candidate's original text] | [Improved version with JD keywords and stronger impact framing] | [Brief note on what changed] |
|
||||
|
||||
**Rules for bullet point rewrites:**
|
||||
- Lead with an action verb
|
||||
- Include a quantified outcome where possible (%, £, time saved, users impacted)
|
||||
- Weave in JD keywords naturally — not forced
|
||||
- Keep to one line (2 max)
|
||||
|
||||
---
|
||||
|
||||
## Part 4: Cover Letter
|
||||
|
||||
**Format:** 3 paragraphs + closing. Target: 250–350 words. Anything longer won't be read.
|
||||
|
||||
---
|
||||
|
||||
[Hiring Manager's name if known, otherwise "Hiring Team"]
|
||||
|
||||
**Paragraph 1 — The Hook (Why this role, specifically)**
|
||||
[2–4 sentences. Reference something specific about the company or role — not generic enthusiasm. The candidate's genuine reason for applying goes here. This is what makes it human. Generic openers like "I am writing to apply for..." are filtered out mentally within 3 seconds.]
|
||||
|
||||
**Paragraph 2 — The Evidence (Why them)**
|
||||
[3–5 sentences. 2–3 specific examples from their background that directly address the JD's key themes. Use the language of the JD. Include at least one quantified achievement. Don't list everything — pick the 2–3 strongest matches and go deep, not broad.]
|
||||
|
||||
**Paragraph 3 — The Forward Bridge (Why now)**
|
||||
[2–3 sentences. Connect their trajectory to this role. Why is this the logical next step? What do they want to learn or build that this role enables? This should feel like the natural continuation of their career, not just "I want a new challenge."]
|
||||
|
||||
---
|
||||
|
||||
I'd welcome the chance to discuss how my background could contribute to [Company/Team]. Thank you for your time.
|
||||
|
||||
[Name]
|
||||
[Email] | [LinkedIn URL] | [Location if relevant]
|
||||
|
||||
---
|
||||
|
||||
## Part 5: Application Checklist
|
||||
|
||||
Before submitting:
|
||||
- [ ] CV summary updated with tailored version above
|
||||
- [ ] ATS keywords appear in CV body (not just summary)
|
||||
- [ ] Cover letter is under 400 words
|
||||
- [ ] Company name is spelled correctly throughout (sounds obvious — it happens)
|
||||
- [ ] No generic phrases: "passionate about," "results-driven," "team player" without evidence
|
||||
- [ ] LinkedIn profile updated to match CV (recruiters cross-check)
|
||||
- [ ] Role title in subject line if emailing directly
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] JD analysis completed before writing (not skipped)
|
||||
- [ ] ATS keywords are integrated naturally (not stuffed)
|
||||
- [ ] Cover letter opens with something specific (not a generic opener)
|
||||
- [ ] Paragraph 2 includes at least one quantified achievement
|
||||
- [ ] Cover letter is 250–350 words
|
||||
- [ ] Gaps are either addressed or strategically omitted
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not fabricate or embellish experience — only use real achievements from the provided CV
|
||||
- [ ] Do not use the same cover letter template for every role — every letter must reference specific details of the job description
|
||||
- [ ] Do not address selection criteria that aren't in the JD — match keywords the employer actually used
|
||||
- [ ] Do not omit ATS optimisation — ensure role-specific keywords from the JD appear naturally in the CV summary
|
||||
- [ ] Do not write a cover letter that re-summarises the CV — it must add context and motivation, not repeat bullet points
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Help me apply for this job: [paste JD]"
|
||||
- "Tailor my CV for this role: [paste JD + CV]"
|
||||
- "Write a cover letter for [role] at [company]"
|
||||
- "Optimise my application for ATS for this job description"
|
||||
@@ -0,0 +1,102 @@
|
||||
# Executive Summary Skill
|
||||
|
||||
Writes executive summaries that busy decision-makers actually read — front-loaded with conclusions, structured for skimming, ruthless about what to include.
|
||||
|
||||
## Required Inputs
|
||||
- **Source document or topic** (paste or describe)
|
||||
- **Audience** (CEO / board / investor / minister / client / committee)
|
||||
- **Decision or action needed** (what should the reader do after reading?)
|
||||
- **Length limit** (1 page / 2 pages / 500 words)
|
||||
- **Format** (formal report / slide / email / briefing paper)
|
||||
|
||||
## Core Principle
|
||||
|
||||
An executive summary is NOT a summary of the document. It is a standalone document that:
|
||||
- States the conclusion upfront — not at the end
|
||||
- Contains only what the reader needs to make a decision
|
||||
- Can be understood without reading anything else
|
||||
- Recommends a specific action
|
||||
|
||||
## Output Structure
|
||||
|
||||
---
|
||||
|
||||
### [Title]
|
||||
**Executive Summary**
|
||||
*Prepared for: [Audience] | Date: [Date] | Author: [Name]*
|
||||
|
||||
---
|
||||
|
||||
**Bottom line up front:**
|
||||
[The most important thing. The recommendation or finding. 2-3 sentences. A reader who only reads this should know what you are asking or telling them.]
|
||||
|
||||
---
|
||||
|
||||
**Background (why this matters):**
|
||||
[2-3 sentences. Minimum context to understand the bottom line. Not the history — just what the reader needs now.]
|
||||
|
||||
---
|
||||
|
||||
**Key findings / analysis:**
|
||||
- **[Finding 1]:** [One sentence — specific and evidence-based]
|
||||
- **[Finding 2]:** [One sentence]
|
||||
- **[Finding 3]:** [One sentence]
|
||||
|
||||
---
|
||||
|
||||
**Options considered:** (include only if a decision is being presented)
|
||||
|
||||
| Option | Benefit | Risk | Recommendation |
|
||||
|---|---|---|---|
|
||||
| [Option A] | [Benefit] | [Risk] | Recommended |
|
||||
| [Option B] | [Benefit] | [Risk] | Not recommended |
|
||||
|
||||
---
|
||||
|
||||
**Recommendation:**
|
||||
[Specific. "We recommend [action] because [reason]. This will [outcome]." Not "we suggest consideration of options."]
|
||||
|
||||
---
|
||||
|
||||
**Immediate next steps:**
|
||||
- [Action 1 — specific, with owner and date]
|
||||
- [Action 2]
|
||||
|
||||
---
|
||||
|
||||
**Risks of inaction:** [What happens if the reader does nothing]
|
||||
|
||||
**Full report:** [Reference to where the full document can be found]
|
||||
|
||||
---
|
||||
|
||||
## Adapting for Different Audiences
|
||||
|
||||
**CEO/MD:** Lead with financial or strategic impact. 1 page. Make the decision binary. Ask in sentence one.
|
||||
**Board:** Lead with governance or risk. Frame against organisational objectives. State specifically what you need from them.
|
||||
**Investor:** Lead with return or opportunity. Specific numbers. 1 page. Anticipate "why now."
|
||||
**Minister/senior public sector:** Lead with public benefit or policy alignment. Include cost-benefit framing.
|
||||
**Client:** Lead with their problem. Show you understand before presenting recommendation.
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Bottom line in first 3 sentences
|
||||
- [ ] Standalone — no need to read full document
|
||||
- [ ] Recommendation is specific
|
||||
- [ ] Fits length limit
|
||||
- [ ] Written for audience priorities not author priorities
|
||||
- [ ] Next steps have owners and dates
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not summarise the document chronologically — an executive summary that follows the structure of the source document is not an executive summary, it is an abstract
|
||||
- [ ] Do not bury the recommendation at the end — executives read the first paragraph and skim the rest; the ask must be in sentence one or two
|
||||
- [ ] Do not use the same summary for different audiences — a CEO and a board member have different decision contexts and require different framing
|
||||
- [ ] Do not include background that the reader already knows — every sentence of background must earn its place by making the bottom line more actionable
|
||||
- [ ] Do not leave the "risks of inaction" section vague — a summary that does not quantify what happens if the reader does nothing removes the urgency needed for a decision
|
||||
|
||||
## Example Trigger Phrases
|
||||
- "Write an executive summary of this report: [paste]"
|
||||
- "Summarise this document for the board: [paste]"
|
||||
- "Create a one-pager from this proposal for the CEO"
|
||||
- "Turn these findings into an exec summary"
|
||||
@@ -0,0 +1,105 @@
|
||||
# Grant Proposal Skill
|
||||
|
||||
Produces structured grant proposals tailored to the funder priorities — the most common reason grants fail is writing about what you want to do rather than what the funder wants to fund.
|
||||
|
||||
## Required Inputs
|
||||
- **Funder name and grant programme**
|
||||
- **Grant amount sought**
|
||||
- **Project description** (rough notes are fine)
|
||||
- **Your organisation** (type, track record, capacity)
|
||||
- **Funder stated priorities** (copy from their guidance — essential)
|
||||
- **Word or page limits**
|
||||
- **Deadline**
|
||||
|
||||
## Output Structure
|
||||
|
||||
---
|
||||
|
||||
### Project Title
|
||||
[Informative and memorable. Should convey the problem being solved and the approach.]
|
||||
|
||||
### 1. Project Summary / Abstract (200-300 words — written last, placed first)
|
||||
[What you will do, why it matters, who will benefit, measurable outcomes. Every sentence earns its place.]
|
||||
|
||||
### 2. Problem Statement / Need
|
||||
- **The problem:** [Specific, evidenced — use data]
|
||||
- **Who is affected:** [Population, scale, geography]
|
||||
- **Current situation:** [What exists and why it is insufficient]
|
||||
- **Consequence of inaction:** [What happens if not funded]
|
||||
- **Why your organisation:** [Track record, relationships, expertise]
|
||||
|
||||
Funder test: does this problem align with [funder] stated priorities? Make the connection explicit.
|
||||
|
||||
### 3. Project Objectives
|
||||
3-5 SMART objectives:
|
||||
- **Objective 1:** [Specific, Measurable, Achievable, Relevant, Time-bound]
|
||||
|
||||
### 4. Methodology / Approach
|
||||
|
||||
**Phase 1: [Name]** (Months 1-X)
|
||||
[What will happen, who will do it, what is produced]
|
||||
|
||||
**Key activities:**
|
||||
- [Activity — specific]
|
||||
|
||||
**What makes this approach innovative or effective:** [Why this over alternatives]
|
||||
|
||||
### 5. Impact and Outcomes
|
||||
|
||||
| Level | Description | Measure |
|
||||
|---|---|---|
|
||||
| Output | [Tangible deliverable] | [How counted] |
|
||||
| Short-term outcome | [Immediate change] | [How measured] |
|
||||
| Medium-term outcome | [Behaviour change] | [How measured] |
|
||||
| Long-term impact | [Systemic change] | [How evidenced] |
|
||||
|
||||
**Direct beneficiaries:** [Who and how many]
|
||||
**Sustainability:** [How work continues beyond grant period]
|
||||
|
||||
### 6. Evaluation Plan
|
||||
- Who evaluates, how, when, what is measured, how findings are shared
|
||||
|
||||
### 7. Budget Narrative
|
||||
|
||||
| Budget line | Amount | Justification |
|
||||
|---|---|---|
|
||||
| Staff costs | £[amount] | [Role, % FTE, duration, salary] |
|
||||
| Travel | £[amount] | [Specific journeys named] |
|
||||
| Equipment | £[amount] | [Itemised] |
|
||||
| Indirect costs | £[amount] | [[X]% of direct — check policy] |
|
||||
| **Total** | **£[total]** | |
|
||||
|
||||
**Value for money:** [Cost per beneficiary. What could not be done without this grant]
|
||||
|
||||
### 8. Organisational Capacity
|
||||
[Track record of similar projects, governance, financial management. Name previous grants and outputs — be specific]
|
||||
|
||||
### 9. Risk Register
|
||||
|
||||
| Risk | Likelihood | Impact | Mitigation |
|
||||
|---|---|---|---|
|
||||
| [Risk] | H/M/L | H/M/L | [Specific mitigation] |
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Every section explicitly references funder stated priorities (not just generic language)
|
||||
- [ ] Problem statement includes specific data, not just assertions
|
||||
- [ ] Objectives are SMART (measurable and time-bound)
|
||||
- [ ] Budget narrative justifies every line with specific detail
|
||||
- [ ] Sustainability section explains what happens after the grant ends
|
||||
- [ ] Word limits respected
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not write a generic proposal — every section must be tailored to the specific funder's stated priorities
|
||||
- [ ] Do not exceed the specified word or page limits — over-length proposals are disqualified at many funders
|
||||
- [ ] Do not leave the sustainability section vague — funders need to know what happens after grant funding ends
|
||||
- [ ] Do not use jargon the funder's reviewers won't understand — write for the panel, not the project team
|
||||
- [ ] Do not underspecify the budget narrative — every significant line item must be justified with method and reasoning
|
||||
|
||||
## Example Trigger Phrases
|
||||
- "Write a grant proposal for [project] applying to [funder]"
|
||||
- "Help me write a funding application for [grant programme]"
|
||||
- "Turn these project notes into a grant proposal: [paste]"
|
||||
@@ -0,0 +1,153 @@
|
||||
# Last 30 Days Research
|
||||
|
||||
## The Problem
|
||||
|
||||
Googling gives SEO-stuffed "best of" lists written six months ago by someone who has never used the thing. Real honest takes live on Reddit threads, X replies, and niche communities — but chasing them across platforms eats your afternoon. This skill does the chase for you.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
| Input | Required | Notes |
|
||||
|-------|----------|-------|
|
||||
| Topic | Yes | Tool, trend, feature, product, event, company — anything with a name |
|
||||
| Date scope | No | Defaults to last 30 days. Can override to last 7 days or last 90 days |
|
||||
| Angle | No | e.g. "focus on developer sentiment" or "looking for pricing complaints specifically" |
|
||||
|
||||
## Output Structure
|
||||
|
||||
The output is a structured research report with the following sections, delivered in this exact order:
|
||||
|
||||
```
|
||||
## Last 30 Days Research: [Topic]
|
||||
Research window: [Date 30 days ago] → [Today's date]
|
||||
|
||||
---
|
||||
|
||||
## What People Agree On
|
||||
[Consensus points that appear across multiple platforms — most reliable signal]
|
||||
|
||||
## Where People Disagree
|
||||
[Active debates, contrasting views — include which side has more weight]
|
||||
|
||||
## Pain Points That Keep Coming Up
|
||||
[Recurring complaints and frustrations — strongest signal of real problems]
|
||||
|
||||
## Positive Signals
|
||||
[What people genuinely praise — not PR, but unprompted appreciation]
|
||||
|
||||
## Most Interesting Takes
|
||||
[Contrarian, unexpected, or surprisingly insightful comments worth noting]
|
||||
|
||||
## Sources
|
||||
[Links to the most useful threads/posts found — 5–10 links with brief labels]
|
||||
|
||||
## Signal Confidence
|
||||
[High / Medium / Low — with a one-line rationale based on data volume and consistency]
|
||||
```
|
||||
|
||||
Each section should contain substantive content, not placeholders. If a section has no findings (e.g. no positive signals found), state that explicitly rather than leaving it empty or fabricating content.
|
||||
|
||||
## Instructions for Claude
|
||||
|
||||
### Step 1 — Calculate the date window
|
||||
|
||||
Determine today's date and subtract 30 days to get the research start date. Format: YYYY-MM-DD. Use these dates explicitly in every search query.
|
||||
|
||||
### Step 2 — Reddit search
|
||||
|
||||
Run at least three web searches targeting Reddit:
|
||||
|
||||
```
|
||||
site:reddit.com "[topic]" after:[30-days-ago-date]
|
||||
site:reddit.com "[topic]" 2025
|
||||
reddit.com "[topic]" discussion OR thread OR comments
|
||||
```
|
||||
|
||||
For each result: read the thread title, top-level comments, and any highly-upvoted replies. Record the key claims and the URL.
|
||||
|
||||
If the topic has common synonyms or abbreviations, run additional searches with those (e.g. "Claude Code" and "claude.code" and "Anthropic coding tool").
|
||||
|
||||
### Step 3 — X/Twitter search
|
||||
|
||||
Run at least two web searches targeting X:
|
||||
|
||||
```
|
||||
site:twitter.com OR site:x.com "[topic]" after:[30-days-ago-date]
|
||||
"[topic]" site:x.com -is:retweet
|
||||
```
|
||||
|
||||
Note: X search via web has limitations. If results are sparse, supplement with searches for specific accounts known to discuss the topic area (e.g. tech journalists, domain experts).
|
||||
|
||||
### Step 4 — Broader web search
|
||||
|
||||
Run at least two broader searches for articles, blog posts, and commentary:
|
||||
|
||||
```
|
||||
"[topic]" review OR opinion OR experience [month] [year]
|
||||
"[topic]" vs OR alternative OR comparison [month] [year]
|
||||
```
|
||||
|
||||
Target sources: Hacker News, Substack, dev.to, personal blogs, product communities. Avoid press releases and vendor-authored content.
|
||||
|
||||
### Step 5 — Cross-platform corroboration check
|
||||
|
||||
Before writing the report, review everything collected and apply the corroboration rule:
|
||||
|
||||
**When the same point appears on both Reddit and X independently, treat it as strong signal — it's likely true.**
|
||||
|
||||
A point mentioned only once on one platform is a data point, not a finding. Weight your sections accordingly.
|
||||
|
||||
### Step 6 — Write the report
|
||||
|
||||
Populate each section of the output structure. Follow these rules:
|
||||
|
||||
- **What People Agree On**: Only include points you saw on 2+ platforms or in multiple independent threads. These are your most reliable findings.
|
||||
- **Where People Disagree**: Name the sides. "Some say X, others say Y — and the X camp seems louder based on upvote counts / engagement."
|
||||
- **Pain Points**: Be specific. "Performance issues" is weak. "Cold start times over 4 seconds on the free tier" is useful.
|
||||
- **Positive Signals**: Must be unprompted praise, not from product marketing or sponsored content.
|
||||
- **Most Interesting Takes**: At least 2, maximum 5. Quote or closely paraphrase where possible.
|
||||
- **Sources**: Include the actual URLs. Label each one briefly (e.g. "Reddit thread: 'Has anyone switched from X to Y?'").
|
||||
- **Signal Confidence**: Rate High/Medium/Low based on:
|
||||
- High = 10+ sources, consistent signal across platforms
|
||||
- Medium = 5–10 sources, some inconsistency
|
||||
- Low = fewer than 5 sources, or highly fragmented signal
|
||||
|
||||
### Step 7 — Sanity check before delivering
|
||||
|
||||
Before outputting the report, verify:
|
||||
|
||||
- [ ] Every claim in the report traces to an actual source found during research (not prior knowledge)
|
||||
- [ ] The date window was actually applied to searches, not ignored
|
||||
- [ ] No fabricated or hallucinated URLs in the Sources section
|
||||
- [ ] Signal Confidence rating reflects the actual data volume, not optimism
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] At minimum 3 Reddit searches were run with the date filter applied
|
||||
- [ ] At minimum 2 X/Twitter searches were run
|
||||
- [ ] At minimum 2 broader web searches were run
|
||||
- [ ] Cross-platform corroboration principle was applied (same point on multiple platforms = stronger signal)
|
||||
- [ ] Pain Points section contains specific, concrete details — not vague generalisations
|
||||
- [ ] Sources section contains real URLs (not hallucinated), verified during research
|
||||
- [ ] Signal Confidence is rated and justified
|
||||
- [ ] If a section has no findings, it says so explicitly rather than being omitted or padded
|
||||
- [ ] No vendor-authored content or press releases treated as independent signal
|
||||
- [ ] Synonyms and alternative names for the topic were searched
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not treat SEO blog posts or vendor-authored content as community signal — only count independent sources
|
||||
- [ ] Do not report findings without applying the date filter — prior knowledge mixed with recent search results produces stale, unverifiable claims
|
||||
- [ ] Do not fabricate or guess at URLs — every link in the Sources section must have been retrieved during the research session
|
||||
- [ ] Do not report a single mention as a "finding" — a finding requires corroboration from at least two independent sources
|
||||
- [ ] Do not rate Signal Confidence as High when fewer than 5 credible sources were found — this misleads the reader about how much to rely on the output
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "What are people saying about Cursor AI from the last 30 days?"
|
||||
- "Research Vercel's recent sentiment"
|
||||
- "Last 30 days on the Arc browser shutdown"
|
||||
- "What's the current vibe on Supabase?"
|
||||
- "What are developers saying about Claude Code lately?"
|
||||
- "Research [topic] from the last 30 days"
|
||||
- "Give me a signal report on [product]"
|
||||
- "What's the Reddit and Twitter take on [trend]?"
|
||||
@@ -0,0 +1,178 @@
|
||||
# NotebookLM Connector
|
||||
|
||||
## The Problem
|
||||
|
||||
NotebookLM is one of the best AI research tools — but it doesn't connect to your other tools. Every notebook requires manual setup inside the NotebookLM UI: open browser, name the notebook, paste URLs one by one, click generate. For researchers, builders, or anyone who works with a high volume of sources, this friction compounds fast.
|
||||
|
||||
This skill automates NotebookLM from Claude Code using browser automation via the Claude Chrome extension.
|
||||
|
||||
## Prerequisites
|
||||
|
||||
| Requirement | Details |
|
||||
|-------------|---------|
|
||||
| Claude Chrome extension | Must be installed and active in your Chrome browser |
|
||||
| NotebookLM account | Active account at notebooklm.google.com |
|
||||
| Chrome browser | Open and signed into NotebookLM |
|
||||
|
||||
If the Chrome extension is not installed, this skill cannot function. There is no fallback — you will need to perform actions manually.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
| Input | Required | Notes |
|
||||
|-------|----------|-------|
|
||||
| Action(s) to perform | Yes | What you want done — see Supported Actions below |
|
||||
| Notebook name | Conditional | Required for create; optional for add/generate if a notebook is already open |
|
||||
| Sources | Conditional | Required for add sources action — URLs, file paths, or pasted text |
|
||||
| Output type | Conditional | Required for generate action — mindmap, audio overview, or briefing doc |
|
||||
|
||||
## Supported Actions
|
||||
|
||||
| Action | What It Does |
|
||||
|--------|-------------|
|
||||
| Create notebook | Opens NotebookLM, creates a new notebook with the specified title |
|
||||
| Add sources | Adds one or more URLs, files, or text blocks as sources to a notebook |
|
||||
| Generate mindmap | Triggers mindmap generation from the notebook's sources |
|
||||
| Generate audio overview | Requests an audio overview (note: takes several minutes to render) |
|
||||
| Generate briefing doc | Requests a briefing document or slide deck from sources |
|
||||
| List notebooks | Lists your existing notebooks and their source counts |
|
||||
| Open notebook | Navigates to a specific existing notebook by name |
|
||||
|
||||
Actions can be chained in a single request: "Create a notebook called 'AI Trends Q2', add these 3 URLs as sources, then generate a mindmap."
|
||||
|
||||
## Output Structure
|
||||
|
||||
After completing actions, Claude returns a structured confirmation:
|
||||
|
||||
```
|
||||
## NotebookLM — Actions Completed
|
||||
|
||||
**Notebook:** [Notebook name]
|
||||
**URL:** [Direct link to the notebook]
|
||||
**Actions completed:**
|
||||
- [x] Created notebook: "[Name]"
|
||||
- [x] Added source: [URL or file name]
|
||||
- [x] Added source: [URL or file name]
|
||||
- [x] Triggered: Mindmap generation
|
||||
|
||||
**Status:** [Any pending items — e.g. "Audio overview is generating, check back in 5–10 minutes"]
|
||||
|
||||
**Notes:** [Any issues encountered or deviations from the requested actions]
|
||||
```
|
||||
|
||||
If an action fails, the failed step is marked with `[ ]` and a reason is provided. See Error Handling below.
|
||||
|
||||
## Instructions for Claude
|
||||
|
||||
### Step 1 — Parse and confirm the request
|
||||
|
||||
Before opening any browser, parse the full request into discrete steps:
|
||||
|
||||
1. What notebook is being targeted (new or existing)?
|
||||
2. What sources need to be added (list each URL or file)?
|
||||
3. What outputs need to be generated?
|
||||
|
||||
If anything is ambiguous — e.g. "add my research sources" without specifying what they are — ask for clarification before proceeding. Do not guess at source URLs.
|
||||
|
||||
### Step 2 — Check the Chrome extension is available
|
||||
|
||||
Confirm browser automation is available via the Claude Chrome extension. If it is not active, stop and report:
|
||||
|
||||
> "This skill requires the Claude Chrome extension to be installed and active. Please install it at [extension URL] and try again."
|
||||
|
||||
### Step 3 — Navigate to NotebookLM
|
||||
|
||||
Open or navigate to `https://notebooklm.google.com`. Confirm the user is logged in. If a login screen appears, stop and ask the user to log in manually, then retry.
|
||||
|
||||
### Step 4 — Execute actions in order
|
||||
|
||||
Execute each action in the sequence requested. After each action, confirm it completed before moving to the next. Do not batch actions speculatively.
|
||||
|
||||
**Creating a notebook:**
|
||||
- Click "New Notebook"
|
||||
- Enter the specified title
|
||||
- Confirm the notebook is created and visible
|
||||
|
||||
**Adding a URL source:**
|
||||
- In the notebook, click "Add Source"
|
||||
- Select "Website" or "URL"
|
||||
- Paste the URL
|
||||
- Wait for the source to process and appear in the sources list
|
||||
- Confirm before adding the next source
|
||||
|
||||
**Adding pasted text:**
|
||||
- Click "Add Source"
|
||||
- Select "Copied text" or "Paste text"
|
||||
- Paste the content
|
||||
- Confirm the source appears
|
||||
|
||||
**Generating a mindmap:**
|
||||
- Navigate to the notebook's output options
|
||||
- Select "Mindmap" from available outputs
|
||||
- Trigger generation
|
||||
- Confirm the mindmap begins rendering
|
||||
|
||||
**Generating an audio overview:**
|
||||
- Navigate to output options
|
||||
- Select "Audio Overview"
|
||||
- Trigger generation
|
||||
- Note: rendering takes several minutes — report this to the user, do not wait for completion
|
||||
|
||||
### Step 5 — Compile and return the confirmation
|
||||
|
||||
Return the structured output described in the Output Structure section above, including the direct notebook URL and a checklist of completed/failed actions.
|
||||
|
||||
## Error Handling
|
||||
|
||||
If any step fails, do the following:
|
||||
|
||||
1. Stop at the failed step (do not attempt to continue)
|
||||
2. Report the exact step that failed and what was observed
|
||||
3. Suggest a manual workaround for that step
|
||||
4. Offer to retry from that point
|
||||
|
||||
**Common failures and workarounds:**
|
||||
|
||||
| Failure | Likely Cause | Manual Workaround |
|
||||
|---------|-------------|-------------------|
|
||||
| Extension not detected | Extension not installed or disabled | Install from Chrome Web Store |
|
||||
| Login screen appears | Session expired | Log in manually, then retry |
|
||||
| Source fails to process | URL is paywalled or blocked | Download content and add as pasted text instead |
|
||||
| Mindmap not available | Source volume too low | Add more sources (NotebookLM requires minimum content) |
|
||||
| Audio overview grayed out | Sources not yet indexed | Wait 1–2 minutes for indexing, then retry |
|
||||
|
||||
## Limitations
|
||||
|
||||
- **Chrome extension required** — This skill does not work in the Claude web interface without the extension. It cannot function in API-only or terminal-only Claude setups.
|
||||
- **NotebookLM UI changes** — If Google updates the NotebookLM interface, specific steps (button names, navigation paths) may need to be updated in this skill.
|
||||
- **Audio overview render time** — Audio overviews are queued server-side by NotebookLM and typically take 5–15 minutes. Claude can trigger the request but cannot wait for completion.
|
||||
- **File uploads** — Uploading local files (PDFs, docs) requires the file to be accessible from the browser. File paths must be absolute.
|
||||
- **Session state** — Claude cannot save or restore NotebookLM session state between conversations. Each session starts fresh.
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] User's full request was parsed into discrete steps before any browser action was taken
|
||||
- [ ] Ambiguous source references were clarified before proceeding
|
||||
- [ ] Each action was confirmed complete before the next one started
|
||||
- [ ] Direct notebook URL is included in the output
|
||||
- [ ] If audio overview was triggered, user was informed of the render delay
|
||||
- [ ] Any failed steps are explicitly reported with the specific failure reason
|
||||
- [ ] Manual workaround was offered for any step that failed
|
||||
- [ ] Output checklist accurately reflects what was completed vs. what failed
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not proceed with any browser action before the full request has been parsed into discrete steps — ambiguous source references must be clarified before navigating
|
||||
- [ ] Do not guess at source URLs if the user says "add my research sources" without specifying them — ask for the explicit list before starting
|
||||
- [ ] Do not batch actions speculatively — each action must be confirmed complete before the next one begins to avoid compounding failures
|
||||
- [ ] Do not wait for audio overview rendering to complete — audio overviews take 5–15 minutes server-side; report the trigger and move on rather than blocking the session
|
||||
- [ ] Do not attempt this skill if the Claude Chrome extension is not active — report the missing prerequisite immediately rather than attempting browser steps that will fail
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Open NotebookLM and create a notebook called 'Competitor Analysis Q2'"
|
||||
- "Add these 5 URLs as sources to my NotebookLM notebook"
|
||||
- "Generate a mindmap in NotebookLM from my current notebook"
|
||||
- "Create a NotebookLM notebook on AI agent frameworks, add these sources, and generate an audio overview"
|
||||
- "What notebooks do I have in NotebookLM?"
|
||||
- "Add this article to NotebookLM: [URL]"
|
||||
- "Generate a briefing doc from my NotebookLM sources on [topic]"
|
||||
@@ -0,0 +1,82 @@
|
||||
# Press Release Skill
|
||||
|
||||
Writes press releases that journalists actually read — structured around the news angle, not the desire to promote.
|
||||
|
||||
## Required Inputs
|
||||
- **The news** (what is actually happening — be specific)
|
||||
- **Company name**
|
||||
- **Date of announcement / embargo date**
|
||||
- **Key quote** (from which executive and approximately what they want to say)
|
||||
- **Why this matters** (to the reader, not the company)
|
||||
- **Target media** (trade / national / local / consumer / investor)
|
||||
- **Media contact details**
|
||||
|
||||
## Output Structure
|
||||
|
||||
---
|
||||
|
||||
FOR IMMEDIATE RELEASE / EMBARGOED UNTIL: [Date and time]
|
||||
|
||||
---
|
||||
|
||||
# [Headline — active verb, specific news, under 10 words]
|
||||
## [Subheadline — the so-what in one sentence, adds context not repetition]
|
||||
|
||||
**[City, Date]** — [Opening paragraph: Who, What, When, Where, Why in 2-3 sentences. A journalist should be able to run this paragraph alone. No background, no context, no company history.]
|
||||
|
||||
[Second paragraph: the significance. Why does this matter? What does it mean for customers or the industry?]
|
||||
|
||||
[Third paragraph: quote from executive. Human and specific. Not a restatement of the headline.]
|
||||
|
||||
"[Quote text — specific, adds something the facts do not say]," said [Name], [Title] at [Company]. "[Second sentence extending the thought]."
|
||||
|
||||
[Fourth paragraph: supporting detail — data, customer names with permission, additional context]
|
||||
|
||||
[Fifth paragraph optional: what happens next, when it goes live, what people can do]
|
||||
|
||||
---
|
||||
|
||||
ENDS
|
||||
|
||||
---
|
||||
|
||||
**Notes to editors:**
|
||||
|
||||
**About [Company]**
|
||||
[Boilerplate: 3-4 sentences. What the company does, when founded, where based, key facts. Factual not promotional.]
|
||||
|
||||
**Media contact:**
|
||||
[Name] | [Title] | [Email] | [Phone] | [Hours/timezone]
|
||||
|
||||
---
|
||||
|
||||
## Headline Rules
|
||||
- Active voice: "Company launches X" not "X is launched by Company"
|
||||
- Specific: "raises 5M" not "secures significant investment"
|
||||
- Under 10 words
|
||||
- Never start with the company name — lead with the news
|
||||
|
||||
## Journalist Test
|
||||
Would a journalist care? Is the headline the full story? Is there a human angle? Is the quote something a human would say? Can the first paragraph stand alone?
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Headline uses active voice and is under 10 words
|
||||
- [ ] First paragraph stands alone as the complete story
|
||||
- [ ] Quote adds something the facts don't say (not a restatement)
|
||||
- [ ] Boilerplate is factual, not promotional
|
||||
- [ ] Embargo date and media contact are included
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not bury the news — the most important information must appear in the first paragraph (inverted pyramid)
|
||||
- [ ] Do not use promotional language or superlatives — press releases must read as news, not advertising copy
|
||||
- [ ] Do not omit the boilerplate — every press release needs the standard "About [Company]" paragraph at the end
|
||||
- [ ] Do not forget the embargo date and media contact — journalists need both to use the release
|
||||
- [ ] Do not write a headline longer than 12 words — it must be scannable and specific
|
||||
|
||||
## Example Trigger Phrases
|
||||
- "Write a press release announcing [news]"
|
||||
- "Draft a media statement about [event]"
|
||||
- "We are launching [product] — write the press release"
|
||||
- "Turn this announcement into a press release: [paste notes]"
|
||||
@@ -0,0 +1,159 @@
|
||||
# Sycophancy Challenger
|
||||
|
||||
Claude defaults to validating. You bring a decision, it finds three reasons your instinct is solid, and you leave more confident but not more right. That's actively dangerous when the stakes are high — a hiring call, a pricing change, a strategy pivot, a public commitment. This skill flips the default: Claude argues against your idea first, holds its position under pushback, and only concedes when you give it new evidence. Not when you express displeasure.
|
||||
|
||||
> Credit: Originally created by Joel Salinas (Leadership in Change) — adapted and extended for this library.
|
||||
|
||||
---
|
||||
|
||||
## Required Inputs
|
||||
|
||||
| Input | Format | Notes |
|
||||
|---|---|---|
|
||||
| Your idea, decision, plan, or assumption | Describe it in plain language | More context = sharper challenge. Include reasoning if you have it. |
|
||||
|
||||
No other setup required. Activating the skill is enough — describe your idea and Claude will challenge it immediately.
|
||||
|
||||
---
|
||||
|
||||
## Output Structure
|
||||
|
||||
Every response in this mode follows this exact format:
|
||||
|
||||
```
|
||||
## Strongest Case AGAINST This
|
||||
|
||||
[The single most damaging criticism of the idea. Not a list of concerns — the
|
||||
one argument that, if true, would kill this. Stated directly, without softening.]
|
||||
|
||||
|
||||
## The Weakest Element
|
||||
|
||||
[The specific part of the idea most likely to fail, be wrong, or break under
|
||||
real-world conditions. Named precisely. Not "execution risk" — the actual thing.]
|
||||
|
||||
|
||||
## What You'd Need to Prove to Make This Work
|
||||
|
||||
[The assumptions that must be true for this idea to succeed. Written as testable
|
||||
claims, not as encouragement. If an assumption can't be tested, that's noted.]
|
||||
|
||||
|
||||
## What I Can't Find Fault With
|
||||
|
||||
[Only appears when a genuine search finds nothing damaging. States clearly what
|
||||
holds up and why — doesn't invent weak praise to fill the section. If everything
|
||||
is actually fine, says so plainly and explains why the challenge came up short.]
|
||||
```
|
||||
|
||||
No additional sections. No summary. No "overall, this is a solid idea." The format ends when the four sections are complete.
|
||||
|
||||
---
|
||||
|
||||
## Instructions for Claude
|
||||
|
||||
### On activation
|
||||
|
||||
Do not open with agreement, validation, or any form of "I see where you're coming from." Begin the challenge immediately. The first word of your response should advance the criticism, not soften the user's expectations.
|
||||
|
||||
### Step 1: Assume the idea hasn't been stress-tested
|
||||
|
||||
Treat the idea as if the user believes in it strongly and has not actively looked for reasons it fails. Your job is to be the adversary they didn't have in the room.
|
||||
|
||||
### Step 2: Find the strongest case against it
|
||||
|
||||
Not a balanced view. Not pros and cons. The strongest case against. Ask:
|
||||
- What's the most likely way this fails?
|
||||
- What's the assumption that, if wrong, makes everything else irrelevant?
|
||||
- Who would argue against this, and what's the best version of their argument?
|
||||
- What does this idea get wrong about how people, markets, or systems actually behave?
|
||||
|
||||
State the strongest case directly. Do not list multiple criticisms in this section — lead with the one that does the most damage.
|
||||
|
||||
### Step 3: Identify the weakest element
|
||||
|
||||
This is different from the strongest case against. The weakest element is the most fragile specific component — the thing most likely to crack under execution, scrutiny, or changed conditions. Name it precisely. Examples of insufficient answers:
|
||||
- "The timeline might be tight" → insufficient
|
||||
- "The assumption that customers will pay $99/month before experiencing the product is the element most likely to break this, because you have no evidence of willingness-to-pay at that price point" → correct level of specificity
|
||||
|
||||
### Step 4: Surface the required assumptions
|
||||
|
||||
List what must be true for this to work. Write each assumption as a testable claim:
|
||||
|
||||
```
|
||||
For this to work, the following must be true:
|
||||
1. [Assumption stated as a claim that can be verified or falsified]
|
||||
2. [Assumption stated as a claim]
|
||||
3. [Assumption stated as a claim]
|
||||
```
|
||||
|
||||
If an assumption cannot be tested — it's based on hope, belief, or unprovable prediction — flag it explicitly: "This assumption cannot currently be tested. That's a risk."
|
||||
|
||||
### Step 5: Report what holds up (only if true)
|
||||
|
||||
Search genuinely for what the idea gets right or where the challenge fails. If you find it, state it clearly. If you can't find a real flaw, say exactly that: "I've looked for the failure points and I can't find them. Here's what actually holds up: [specific things]." Do not invent praise. Do not invent flaws either.
|
||||
|
||||
### Handling pushback
|
||||
|
||||
If the user pushes back:
|
||||
- **New evidence or new information:** update your position based on the evidence. State what changed and why.
|
||||
- **Emotional pushback, repetition, or displeasure:** do not move. Restate the criticism calmly. Example: "I understand you feel strongly about this — I'm not backing off the point about X because that hasn't changed. If there's something I'm missing, tell me what it is."
|
||||
- **A clarification that changes the picture:** acknowledge the clarification, adjust if warranted, and explain exactly what the clarification changed.
|
||||
|
||||
Do not soften a position because the user seems upset. Do not move back to validation mode mid-conversation.
|
||||
|
||||
### When the skill ends
|
||||
|
||||
The session is complete when the user has either:
|
||||
1. Strengthened their idea by addressing the core criticism with real evidence or a genuine plan adjustment, or
|
||||
2. Identified a real flaw they're going to fix.
|
||||
|
||||
Not when they've expressed satisfaction. Not when a certain number of exchanges have happened. The measure is whether something actually changed or was genuinely defended.
|
||||
|
||||
### Prohibitions
|
||||
|
||||
These prohibitions do more work than the rules above. Follow them absolutely:
|
||||
|
||||
- **Never open with agreement or validation.** Not "That's an interesting approach," not "I can see why you'd think that." Start with the challenge.
|
||||
- **Never say "great question," "great point," or "I see where you're coming from" as a lead.** These are validation openers, not neutral transitions.
|
||||
- **Never soften a criticism with "however, there are also positives."** If the positives are real, they go in the "What I Can't Find Fault With" section, not as a counterweight to every criticism.
|
||||
- **Never back down because the user expressed displeasure.** Only move if given new evidence.
|
||||
- **Never invent a flaw that isn't real.** If the idea is actually solid, say so. Inventing fake criticisms is as useless as fake validation.
|
||||
- **Never use the word "valid" to describe the user's perspective mid-challenge.** It's a validation signal disguised as a neutral word.
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Response opened with the challenge — not with a softening phrase or acknowledgment
|
||||
- [ ] "Strongest Case Against" section contains one argument, not a list
|
||||
- [ ] "Weakest Element" is specific — names the actual component, not a category of risk
|
||||
- [ ] "What You'd Need to Prove" lists testable assumptions, not encouragement
|
||||
- [ ] Untestable assumptions are explicitly flagged as risks
|
||||
- [ ] "What I Can't Find Fault With" only appears if the search was genuine and something held up
|
||||
- [ ] No invented flaws — every criticism connects to something real in what the user described
|
||||
- [ ] Pushback was met with a position restatement, not a retreat (unless new evidence was provided)
|
||||
- [ ] The session ended because something changed or was genuinely defended — not because the user seemed satisfied
|
||||
- [ ] None of the prohibited phrases or patterns appear anywhere in the response
|
||||
|
||||
---
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not open with a softening phrase or acknowledgment before the challenge — the first sentence must be the critique
|
||||
- [ ] Do not retreat from a position when the user pushes back without providing new evidence — update only when genuinely persuaded
|
||||
- [ ] Do not invent flaws — every criticism must connect to something real in what the user described
|
||||
- [ ] Do not provide a list of weak objections — identify the single strongest case against the idea
|
||||
- [ ] Do not end the session because the user seems satisfied — end only when something genuinely changed or was defended
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Use the sycophancy-challenger skill — here's my plan: [describe it]"
|
||||
- "Challenge this idea before I commit to it: [describe it]"
|
||||
- "I've already decided to do X — tell me why I'm wrong"
|
||||
- "Be the devil's advocate on this hire: [describe the candidate and the role]"
|
||||
- "I'm about to pitch this to investors — tear it apart first: [describe it]"
|
||||
- "Don't validate this, challenge it: [idea or assumption]"
|
||||
- "Stress-test this strategy: [describe it]"
|
||||
- "What's the strongest argument against doing this: [decision]"
|
||||
- "I think I'm right about X — what am I missing?"
|
||||
@@ -0,0 +1,121 @@
|
||||
# Teaching Lesson Plan Skill
|
||||
|
||||
Produces a complete, structured lesson plan for any subject, age group, or setting — from a one-hour corporate training to a full school lesson. Built around clear learning objectives, varied activities, and formative assessment.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Subject or topic**
|
||||
- **Audience** (age group, experience level, group size)
|
||||
- **Session length** (30 / 45 / 60 / 90 / 120 minutes)
|
||||
- **Setting** (classroom / workshop / online / corporate training / one-to-one)
|
||||
- **Learning goal** (what should participants know or be able to do by the end?)
|
||||
- **Prior knowledge** (what can you assume they already know?)
|
||||
|
||||
## Output Structure
|
||||
|
||||
---
|
||||
|
||||
# Lesson Plan: [Topic]
|
||||
|
||||
**Subject:** [Subject] | **Audience:** [Description] | **Duration:** [X minutes]
|
||||
**Setting:** [Setting] | **Group size:** [N]
|
||||
|
||||
---
|
||||
|
||||
## Learning Objectives
|
||||
|
||||
By the end of this session, participants will be able to:
|
||||
1. [Objective 1 — use Bloom's taxonomy verbs: recall, explain, apply, analyse, evaluate, create]
|
||||
2. [Objective 2]
|
||||
3. [Objective 3 — maximum 3–4 objectives per session]
|
||||
|
||||
**Key vocabulary:** [3–5 terms participants will need to know]
|
||||
|
||||
---
|
||||
|
||||
## Materials and Preparation
|
||||
|
||||
- [ ] [Resource 1 — slides, handout, equipment]
|
||||
- [ ] [Resource 2]
|
||||
- [ ] Room setup: [configuration — rows / circles / tables / breakout spaces]
|
||||
|
||||
---
|
||||
|
||||
## Lesson Structure
|
||||
|
||||
| Time | Phase | Activity | Format |
|
||||
|---|---|---|---|
|
||||
| [00:00] | Hook / Opener | [How you grab attention and establish relevance] | [Whole group / Individual / Pairs] |
|
||||
| [00:05] | Prior knowledge | [How you connect to what they already know] | [Discussion / Quiz / Think-pair-share] |
|
||||
| [00:15] | Instruction | [Direct teaching of new content] | [Explanation / Demo / Video] |
|
||||
| [00:30] | Guided practice | [Supported practice with feedback] | [Worked examples / Group task] |
|
||||
| [00:50] | Independent practice | [Students apply learning independently] | [Task / Problem / Discussion] |
|
||||
| [01:05] | Check for understanding | [Formative assessment] | [Exit ticket / Quiz / Q&A] |
|
||||
| [01:15] | Closure | [Summarise, connect to next session] | [Whole group] |
|
||||
|
||||
---
|
||||
|
||||
## Key Explanations and Worked Examples
|
||||
|
||||
### [Concept 1]
|
||||
[Clear explanation + one concrete worked example. Explain the concept the way a good teacher would — no jargon without definition, one idea at a time.]
|
||||
|
||||
### [Concept 2]
|
||||
[Explanation + example]
|
||||
|
||||
---
|
||||
|
||||
## Differentiation
|
||||
|
||||
**For those who need more support:**
|
||||
- [Scaffold: e.g. sentence starters, worked examples, vocabulary cards]
|
||||
- [Modified task or reduced scope]
|
||||
|
||||
**For those ready for a challenge:**
|
||||
- [Extension: e.g. apply to a new context, evaluate, create something]
|
||||
|
||||
---
|
||||
|
||||
## Formative Assessment (Check for Understanding)
|
||||
|
||||
**During session:**
|
||||
- [Method 1: e.g. Cold calling with no-stakes approach, thumbs up/down, mini whiteboards]
|
||||
- [Method 2: e.g. Think-pair-share before moving on]
|
||||
|
||||
**Exit ticket (last 5 minutes):**
|
||||
[One specific question that directly tests the learning objective — not "what did you enjoy?" but "solve this problem" or "explain this concept in your own words"]
|
||||
|
||||
---
|
||||
|
||||
## Common Misconceptions to Address
|
||||
|
||||
| Misconception | Correct understanding | How to address it |
|
||||
|---|---|---|
|
||||
| [What learners often get wrong] | [The correct version] | [Specific activity or explanation] |
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Learning objectives use action verbs (not "understand" or "know")
|
||||
- [ ] Session has a clear hook that establishes relevance
|
||||
- [ ] Activities are varied (not all listening)
|
||||
- [ ] Formative assessment checks the actual learning objective
|
||||
- [ ] Differentiation is specified for both support and extension
|
||||
- [ ] Timing adds up to session length
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not design a lesson plan without explicitly stating the learning objectives — activities must trace back to outcomes
|
||||
- [ ] Do not allocate timing that does not add up to the total session length — the plan must be time-feasible
|
||||
- [ ] Do not create activities with no assessment component — learning must be measurable, not just delivered
|
||||
- [ ] Do not ignore differentiation — a plan with no accommodation for different learning levels or abilities is incomplete
|
||||
- [ ] Do not front-load all content delivery without interactive breaks — passive listening degrades retention after 15–20 minutes
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Write a lesson plan on [topic] for [audience]"
|
||||
- "Design a 60-minute session on [subject]"
|
||||
- "Create a training module on [skill]"
|
||||
- "Plan a workshop on [topic] for [group]"
|
||||
@@ -0,0 +1,182 @@
|
||||
# Churn Analysis Skill
|
||||
|
||||
Produce a structured churn analysis that goes beyond the headline rate — identifying why customers leave, which segments are most at risk, and what interventions will have the highest impact on retention.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask for these if not already provided:
|
||||
- **Time period** being analysed (e.g. Q1, last 12 months)
|
||||
- **Total customers at start of period** and **customers churned**
|
||||
- **ARR or revenue lost** to churn
|
||||
- **Churn reasons data** — exit survey results, CSM notes, support data, or sales loss reasons
|
||||
- **Customer segments** — by tier, industry, cohort, or product line
|
||||
- **Current retention rate** if known
|
||||
- **Any recent changes** — pricing, product, support model — that may have affected churn
|
||||
|
||||
## Churn Categories
|
||||
|
||||
Always classify churn before analysing it:
|
||||
|
||||
| Category | Definition |
|
||||
|---|---|
|
||||
| **Voluntary — avoidable** | Customer left due to a problem we could have addressed (product gaps, poor onboarding, relationship failures) |
|
||||
| **Voluntary — unavoidable** | Customer left for reasons outside our control (budget cuts, acquisition, company shutdown) |
|
||||
| **Involuntary** | Payment failure, contract non-renewal by mistake, admin error |
|
||||
|
||||
The interventions for each category are different. Conflating them leads to wrong conclusions.
|
||||
|
||||
## Output Format
|
||||
|
||||
---
|
||||
|
||||
# Churn Analysis: [Product / Segment / Company]
|
||||
**Period:** [Start date] — [End date]
|
||||
**Prepared by:** [Name] | **Date:** [Date]
|
||||
|
||||
---
|
||||
|
||||
## Headline Numbers
|
||||
|
||||
| Metric | Value |
|
||||
|---|---|
|
||||
| Customers at start of period | [N] |
|
||||
| Customers churned | [N] |
|
||||
| **Customer churn rate** | **[X]%** |
|
||||
| ARR at start of period | £/$/€[X] |
|
||||
| ARR lost to churn | £/$/€[X] |
|
||||
| **Revenue churn rate (gross)** | **[X]%** |
|
||||
| ARR from expansions (same period) | £/$/€[X] |
|
||||
| **Net revenue retention (NRR)** | **[X]%** |
|
||||
|
||||
**Benchmark context:**
|
||||
- Customer churn rate: [X]% vs. industry benchmark [Y]% — [above / below / in line]
|
||||
- NRR: [X]% — [What this means: above 100% = expansion offsets churn; below 100% = shrinking base]
|
||||
|
||||
---
|
||||
|
||||
## Churn Breakdown by Category
|
||||
|
||||
| Category | Customers | % of churn | ARR lost |
|
||||
|---|---|---|---|
|
||||
| Voluntary — avoidable | [N] | [X]% | £/$/€[X] |
|
||||
| Voluntary — unavoidable | [N] | [X]% | £/$/€[X] |
|
||||
| Involuntary | [N] | [X]% | £/$/€[X] |
|
||||
| **Total** | **[N]** | **100%** | **£/$/€[X]** |
|
||||
|
||||
**Avoidable churn as % of total churn:** [X]% — this is the number we can actually influence.
|
||||
|
||||
---
|
||||
|
||||
## Churn Reasons — Avoidable Churn Only
|
||||
|
||||
Rank by frequency. Include ARR weight where data allows.
|
||||
|
||||
| Reason | Count | % of avoidable churn | ARR lost | Representative quote |
|
||||
|---|---|---|---|---|
|
||||
| [Reason 1 — e.g. "Product missing key feature"] | [N] | [X]% | £/$/€[X] | "[Quote]" |
|
||||
| [Reason 2] | [N] | [X]% | £/$/€[X] | "[Quote]" |
|
||||
| [Reason 3] | [N] | [X]% | £/$/€[X] | "[Quote]" |
|
||||
| [Reason 4] | [N] | [X]% | £/$/€[X] | "[Quote]" |
|
||||
| Other | [N] | [X]% | £/$/€[X] | — |
|
||||
|
||||
**Theme synthesis:** [2–3 sentences grouping the top reasons into 2–3 themes. E.g. "The top three reasons cluster around two themes: product gaps in [area] (affecting X% of avoidable churn) and onboarding failures where customers never achieved value (Y%)."]
|
||||
|
||||
---
|
||||
|
||||
## Churn by Segment
|
||||
|
||||
Identify which segments over- or under-index for churn.
|
||||
|
||||
### By Tier
|
||||
|
||||
| Tier | Churn rate | vs. Overall | Notes |
|
||||
|---|---|---|---|
|
||||
| Enterprise | [X]% | +/-[X]pp | |
|
||||
| Mid-Market | [X]% | +/-[X]pp | |
|
||||
| SMB | [X]% | +/-[X]pp | |
|
||||
|
||||
### By Cohort (Acquisition Year)
|
||||
|
||||
| Cohort | Churn rate | Notes |
|
||||
|---|---|---|
|
||||
| [Year 1] | [X]% | |
|
||||
| [Year 2] | [X]% | |
|
||||
| [Year 3] | [X]% | |
|
||||
|
||||
### By Industry / Use Case (if data available)
|
||||
|
||||
| Segment | Churn rate | Notes |
|
||||
|---|---|---|
|
||||
| [Segment 1] | [X]% | |
|
||||
| [Segment 2] | [X]% | |
|
||||
|
||||
**Key pattern:** [Which segment has the highest churn rate and what likely explains it]
|
||||
|
||||
---
|
||||
|
||||
## Timing Analysis
|
||||
|
||||
- **Average contract length before churn:** [X months]
|
||||
- **Highest-risk moment:** [e.g. "Month 3 — when trial value has worn off but full adoption hasn't happened"]
|
||||
- **Churn timing distribution:**
|
||||
|
||||
| When churn occurred | % of churned accounts |
|
||||
|---|---|
|
||||
| 0–3 months | [X]% |
|
||||
| 3–6 months | [X]% |
|
||||
| 6–12 months | [X]% |
|
||||
| 12+ months | [X]% |
|
||||
|
||||
---
|
||||
|
||||
## Early Warning Signals
|
||||
|
||||
Based on the churned accounts, identify the signals that preceded churn (and could have triggered earlier intervention):
|
||||
|
||||
| Signal | Lead time before churn | How to detect |
|
||||
|---|---|---|
|
||||
| [Signal 1 — e.g. "DAU/MAU dropped below 15%"] | [~X weeks] | [Usage dashboard / alert] |
|
||||
| [Signal 2 — e.g. "No QBR in 90+ days"] | [~X weeks] | [CRM flag] |
|
||||
| [Signal 3 — e.g. "Champion left the account"] | [~X weeks] | [LinkedIn alert / CSM tracking] |
|
||||
| [Signal 4] | [~X weeks] | [Detection method] |
|
||||
|
||||
---
|
||||
|
||||
## Intervention Recommendations
|
||||
|
||||
Ranked by estimated impact × feasibility.
|
||||
|
||||
| Intervention | Addresses | Est. churn reduction | Effort | Owner |
|
||||
|---|---|---|---|---|
|
||||
| [Intervention 1 — e.g. "Improve onboarding for [segment] with dedicated 30-day check-in"] | [Reason 1] | [X accounts / £X ARR] | Low / Med / High | [Team] |
|
||||
| [Intervention 2] | [Reason 2] | [X accounts / £X ARR] | Low / Med / High | [Team] |
|
||||
| [Intervention 3] | [Reason 3] | [X accounts / £X ARR] | Low / Med / High | [Team] |
|
||||
|
||||
**Priority call:** [Which one intervention, if implemented this quarter, would have the biggest impact and why]
|
||||
|
||||
---
|
||||
|
||||
## What We Don't Know (Data Gaps)
|
||||
|
||||
- [Data gap 1 — e.g. "Exit survey response rate is only 30% — the reasons data may not be representative"]
|
||||
- [Data gap 2 — e.g. "No product usage data for SMB tier — can't confirm usage signal correlation"]
|
||||
- [Data gap 3]
|
||||
|
||||
---
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not mix avoidable and unavoidable churn in intervention plans — recommending product fixes for customers who churned due to company shutdown wastes resources
|
||||
- [ ] Do not calculate churn rate using end-of-period customer count as the denominator — this understates churn; always divide churned customers by the starting cohort
|
||||
- [ ] Do not rely solely on exit survey data for churn reasons — response rates are typically low and self-selection biases the sample toward customers who are engaged enough to complete a survey
|
||||
- [ ] Do not recommend interventions without linking them to a specific churn reason — interventions disconnected from root causes will not move retention
|
||||
- [ ] Do not report only gross revenue churn — without net revenue retention (NRR), a healthy-looking retention number can hide a shrinking revenue base
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Churn rate is correctly calculated (churned ÷ starting cohort, not end-of-period total)
|
||||
- [ ] Avoidable and unavoidable churn are separated — interventions target avoidable churn only
|
||||
- [ ] Churn reasons are customer-reported, not internally assumed
|
||||
- [ ] Segment analysis identifies which segments over-index — not just averages
|
||||
- [ ] Early warning signals are specific and detectable, not generic ("low engagement")
|
||||
- [ ] Interventions link directly to the top churn reasons — no recommendations without a root cause match
|
||||
@@ -0,0 +1,179 @@
|
||||
# Customer Escalation Brief Skill
|
||||
|
||||
Produce a clear, concise escalation brief that gives internal stakeholders — VP CS, CCO, product leadership, or the CEO — everything they need to understand the situation, make decisions, and act fast.
|
||||
|
||||
A good escalation brief is not a complaint. It is a professional document that states the facts, assigns accountability honestly, and proposes a specific resolution plan.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask for these if not already provided:
|
||||
- **Account name**, tier, and ARR
|
||||
- **CSM name** and account owner
|
||||
- **Nature of the escalation** — what happened, what the customer is saying
|
||||
- **Timeline** of events leading to escalation
|
||||
- **Customer contact** who escalated (name, role, influence level)
|
||||
- **What the customer wants** — their stated ask
|
||||
- **What we believe the root cause is**
|
||||
- **What has already been done** to address the situation
|
||||
- **Renewal date** and current renewal risk assessment
|
||||
|
||||
## Escalation Levels
|
||||
|
||||
Calibrate urgency and audience based on escalation level:
|
||||
|
||||
| Level | Trigger | Audience | Response time |
|
||||
|---|---|---|---|
|
||||
| L1 — Account Risk | Customer expressing dissatisfaction; renewal at risk | CSM + CS Manager | 24 hours |
|
||||
| L2 — Executive Escalation | Customer escalated to their exec; requesting vendor exec involvement | VP CS + Account Exec | 4 hours |
|
||||
| L3 — Churn Risk | Customer has issued notice or is in active churn conversation | CCO / CEO + Revenue leadership | 1 hour |
|
||||
| L4 — Public Risk | Customer threatening public escalation, legal, or press | CCO / Legal / Comms | Immediate |
|
||||
|
||||
## Output Format
|
||||
|
||||
---
|
||||
|
||||
# Escalation Brief: [Account Name]
|
||||
|
||||
**Escalation level:** L[1/2/3/4] — [Label]
|
||||
**Date raised:** [Date]
|
||||
**Raised by:** [CSM name]
|
||||
**Escalation owner:** [Name of exec or senior stakeholder now leading response]
|
||||
|
||||
---
|
||||
|
||||
## Account at a Glance
|
||||
|
||||
| Field | Detail |
|
||||
|---|---|
|
||||
| ARR | £/$/€[X] |
|
||||
| Tier | Enterprise / Mid-Market / SMB |
|
||||
| Customer since | [Date] |
|
||||
| Renewal date | [Date] — [N] days away |
|
||||
| Renewal risk (pre-escalation) | Green / Amber / Red |
|
||||
| Renewal risk (current) | Green / Amber / Red |
|
||||
| Customer contact who escalated | [Name, role, seniority] |
|
||||
| Executive sponsor (customer) | [Name, role — active / passive / vacant] |
|
||||
| Executive sponsor (vendor) | [Name, role] |
|
||||
|
||||
---
|
||||
|
||||
## What Happened — Summary
|
||||
|
||||
[3–5 sentences. State the facts plainly. What the customer experienced, how they reacted, and how we learned about the escalation. No editorialising. No blame.]
|
||||
|
||||
---
|
||||
|
||||
## Timeline
|
||||
|
||||
List in chronological order. Each entry: `[Date / time] — [What happened. Who did what.]`
|
||||
|
||||
Include:
|
||||
- When the original issue or trigger event occurred
|
||||
- When the customer first raised concerns (informally)
|
||||
- When it escalated (formal escalation or exec involvement)
|
||||
- Actions taken since escalation
|
||||
|
||||
---
|
||||
|
||||
## Root Cause
|
||||
|
||||
**Primary cause:** [One clear sentence. What specifically went wrong.]
|
||||
|
||||
**Contributing factors:**
|
||||
- [Factor 1 — be honest about internal failures as well as external ones]
|
||||
- [Factor 2]
|
||||
|
||||
**Is this a systemic issue or isolated?**
|
||||
[ ] Isolated to this account
|
||||
[ ] Pattern seen in other accounts — details: [_______]
|
||||
[ ] Product or process gap that needs fixing
|
||||
|
||||
---
|
||||
|
||||
## Customer's Stated Position
|
||||
|
||||
**What the customer says happened:** [Their version of events — fair and unfiltered]
|
||||
|
||||
**What they are asking for:** [Their explicit ask — compensation, fix by date, exec call, SLA credit, exit clause]
|
||||
|
||||
**Sentiment of escalating contact:** [Frustrated but constructive / Angry / Seeking exit / Unknown]
|
||||
|
||||
**Risk of public escalation:** Low / Medium / High — [evidence if Medium or High]
|
||||
|
||||
---
|
||||
|
||||
## Business Impact
|
||||
|
||||
| Impact type | Detail |
|
||||
|---|---|
|
||||
| ARR at risk | £/$/€[X] |
|
||||
| Potential churn probability | [X]% |
|
||||
| Reputational risk | Low / Medium / High |
|
||||
| Reference / case study status | [Was a reference — now at risk / Not a reference] |
|
||||
| Expansion pipeline at risk | £/$/€[X] |
|
||||
|
||||
---
|
||||
|
||||
## What Has Been Done So Far
|
||||
|
||||
1. [Action taken — by whom — date — outcome]
|
||||
2. [Action taken — by whom — date — outcome]
|
||||
3. [Action taken — by whom — date — outcome]
|
||||
|
||||
**Has a formal apology or acknowledgement been issued?** Yes / No
|
||||
|
||||
---
|
||||
|
||||
## Proposed Resolution Plan
|
||||
|
||||
**Immediate actions (next 24–48 hours):**
|
||||
|
||||
| Action | Owner | By when |
|
||||
|---|---|---|
|
||||
| [Action] | [Name] | [Date] |
|
||||
| [Action] | [Name] | [Date] |
|
||||
|
||||
**Medium-term actions (next 2–4 weeks):**
|
||||
|
||||
| Action | Owner | By when |
|
||||
|---|---|---|
|
||||
| [Action] | [Name] | [Date] |
|
||||
|
||||
**What we are NOT offering:** [Be explicit about what is not on the table — avoids misaligned expectations]
|
||||
|
||||
**Success criteria:** [How will we know the escalation is resolved? What does the customer need to confirm they are satisfied?]
|
||||
|
||||
---
|
||||
|
||||
## Decision Required from Escalation Owner
|
||||
|
||||
[State clearly what decision or resource the escalation owner needs to provide. Be specific — do not make them ask. E.g.: "We need approval to offer a 20% service credit for Q2" or "We need an exec call with [name] within 48 hours."]
|
||||
|
||||
---
|
||||
|
||||
## Communication Plan
|
||||
|
||||
| Audience | Message | Channel | Owner | By when |
|
||||
|---|---|---|---|---|
|
||||
| Escalating customer contact | [Summary of message] | Email / Call | [Name] | [Date] |
|
||||
| Customer exec sponsor | [Summary] | Call | [Name] | [Date] |
|
||||
| Internal CS team | [Summary] | Slack / Meeting | CS Manager | [Date] |
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Root cause is specific — not "communication breakdown" or "product gap" without detail
|
||||
- [ ] Customer's position is stated fairly — not minimised or dismissed
|
||||
- [ ] A clear decision is requested from the escalation owner — brief does not end with "what do you think?"
|
||||
- [ ] ARR at risk is quantified
|
||||
- [ ] Communication plan has owners and dates — not "TBD"
|
||||
- [ ] Language is professional and blameless toward individuals
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not assign blame to individuals — focus on system failures and process gaps
|
||||
- [ ] Do not downplay ARR at risk or describe churn risk vaguely without a number
|
||||
- [ ] Do not leave resolution plan ownership as "TBD" or unassigned
|
||||
- [ ] Do not write the brief without a clear ask from the escalation owner
|
||||
- [ ] Do not omit the customer's own stated position — their perspective must be represented fairly
|
||||
@@ -0,0 +1,158 @@
|
||||
# Customer Health Scorecard Skill
|
||||
|
||||
Produce a structured, data-driven health scorecard for a customer account — giving the CSM and leadership a clear view of renewal risk, expansion potential, and the actions needed to move the account in the right direction.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask for these if not already provided:
|
||||
- **Account name** and tier (enterprise / mid-market / SMB)
|
||||
- **Contract value** (ARR) and **renewal date**
|
||||
- **Product usage data** — logins, DAU/MAU ratio, key feature adoption
|
||||
- **Support data** — open tickets, CSAT or NPS score, recent escalations
|
||||
- **Engagement data** — last QBR date, executive sponsor status, champion name
|
||||
- **Commercial data** — payment history, expansion conversations, seats used vs. licensed
|
||||
- **Any known risks or recent changes** at the account
|
||||
|
||||
## Scoring Framework
|
||||
|
||||
Score each dimension 1–5. Weight as shown. Calculate weighted total out of 100.
|
||||
|
||||
| Dimension | Weight | What to Score |
|
||||
|---|---|---|
|
||||
| **Product Adoption** | 30% | DAU/MAU ratio, breadth of features used, power users identified |
|
||||
| **Engagement** | 20% | QBR cadence, executive sponsor active, champion strength |
|
||||
| **Outcomes** | 20% | Customer hitting their stated goals / success metrics |
|
||||
| **Support Health** | 15% | Ticket volume trend, unresolved escalations, CSAT |
|
||||
| **Commercial** | 15% | On-time payments, seats utilised, expansion signals |
|
||||
|
||||
**Score → RAG conversion:**
|
||||
- 80–100: Green (healthy, renew likely)
|
||||
- 60–79: Amber (at risk, needs attention)
|
||||
- 0–59: Red (high churn risk, escalate)
|
||||
|
||||
## Programmatic Helper
|
||||
|
||||
This skill ships with a stdlib-only Python script that applies the weights above and converts the weighted total to a RAG status — so the headline score is computed identically every time and weights always sum to 100%.
|
||||
|
||||
```bash
|
||||
# Five scores 1-5 in order: adoption engagement outcomes support commercial
|
||||
python3 scripts/health_score.py --scores 4 3 4 2 5 --account "Acme Corp"
|
||||
|
||||
# Or from JSON (lets you override the default weights per account/segment)
|
||||
python3 scripts/health_score.py --input account.json
|
||||
```
|
||||
|
||||
It returns the per-dimension weighted points, the **total out of 100**, and the **RAG band** (Green ≥80, Amber 60–79, Red <60) with a one-line next step. Run it to set the headline number, then write the dimension detail and actions below around it. Add `--json` for downstream tooling.
|
||||
|
||||
## Output Format
|
||||
|
||||
---
|
||||
|
||||
# Customer Health Scorecard: [Account Name]
|
||||
|
||||
**CSM:** [Name] | **Tier:** [Enterprise / Mid-Market / SMB]
|
||||
**ARR:** £/$/€[X] | **Renewal date:** [Date] | **Days to renewal:** [N]
|
||||
**Overall health:** [Green / Amber / Red] — [Score]/100
|
||||
**Last updated:** [Date]
|
||||
|
||||
---
|
||||
|
||||
## Health Score Summary
|
||||
|
||||
| Dimension | Score (1–5) | Weight | Weighted Score | Trend |
|
||||
|---|---|---|---|---|
|
||||
| Product Adoption | [1–5] | 30% | [X] | ↑ / → / ↓ |
|
||||
| Engagement | [1–5] | 20% | [X] | ↑ / → / ↓ |
|
||||
| Outcomes | [1–5] | 20% | [X] | ↑ / → / ↓ |
|
||||
| Support Health | [1–5] | 15% | [X] | ↑ / → / ↓ |
|
||||
| Commercial | [1–5] | 15% | [X] | ↑ / → / ↓ |
|
||||
| **Total** | — | 100% | **[X]/100** | |
|
||||
|
||||
---
|
||||
|
||||
## Dimension Detail
|
||||
|
||||
### Product Adoption — [Score]/5
|
||||
- **DAU/MAU ratio:** [X]% (benchmark: >25% = healthy)
|
||||
- **Key features adopted:** [List features in use]
|
||||
- **Features not adopted:** [List unused high-value features]
|
||||
- **Power users identified:** [Yes / No — how many]
|
||||
- **Assessment:** [1–2 sentences on adoption health]
|
||||
|
||||
### Engagement — [Score]/5
|
||||
- **Last QBR:** [Date] — [Outcome summary]
|
||||
- **Next QBR:** [Scheduled / Overdue]
|
||||
- **Executive sponsor:** [Active / Passive / Vacant]
|
||||
- **Champion:** [Name, role, strength: strong / moderate / weak]
|
||||
- **Assessment:** [1–2 sentences]
|
||||
|
||||
### Outcomes — [Score]/5
|
||||
- **Customer's stated goals:** [List 2–3 goals from onboarding or last QBR]
|
||||
- **Progress against goals:** [On track / Partial / Off track]
|
||||
- **Evidence of value:** [Metric or quote that demonstrates ROI]
|
||||
- **Assessment:** [1–2 sentences]
|
||||
|
||||
### Support Health — [Score]/5
|
||||
- **Open tickets:** [N] (priority breakdown: P1: X, P2: X, P3: X)
|
||||
- **CSAT / NPS:** [Score] (benchmark: >8 CSAT / >30 NPS = healthy)
|
||||
- **Unresolved escalations:** [Yes / No — details if yes]
|
||||
- **Ticket trend (last 90 days):** Increasing / Stable / Decreasing
|
||||
- **Assessment:** [1–2 sentences]
|
||||
|
||||
### Commercial — [Score]/5
|
||||
- **Seats licensed:** [N] | **Seats active:** [N] ([X]% utilisation)
|
||||
- **Payment history:** [On time / Late — details]
|
||||
- **Expansion signals:** [Yes — describe / No]
|
||||
- **Downgrade or cancellation signals:** [Yes — describe / No]
|
||||
- **Assessment:** [1–2 sentences]
|
||||
|
||||
---
|
||||
|
||||
## Top Risks
|
||||
|
||||
| Risk | Severity | Mitigation |
|
||||
|---|---|---|
|
||||
| [Risk description] | High / Medium / Low | [Specific action to mitigate] |
|
||||
|
||||
---
|
||||
|
||||
## Recommended Actions
|
||||
|
||||
**Immediate (this week):**
|
||||
1. [Action — owner — deadline]
|
||||
|
||||
**This month:**
|
||||
1. [Action — owner — deadline]
|
||||
|
||||
**Before renewal:**
|
||||
1. [Action — owner — deadline]
|
||||
|
||||
---
|
||||
|
||||
## Renewal Forecast
|
||||
|
||||
| Scenario | Probability | ARR at risk |
|
||||
|---|---|---|
|
||||
| Full renewal at current ARR | [X]% | £/$/€0 |
|
||||
| Renewal with contraction | [X]% | £/$/€[X] |
|
||||
| Churn | [X]% | £/$/€[full ARR] |
|
||||
|
||||
**Recommended renewal play:** [Expand / Hold / Save / Manage out]
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Score is based on data, not gut feel — each dimension has evidence
|
||||
- [ ] Risks are specific (not "low engagement" — something like "executive sponsor left in March, no replacement identified")
|
||||
- [ ] Actions have owners and deadlines
|
||||
- [ ] Renewal probability is calibrated against pipeline reality
|
||||
- [ ] Trend arrows reflect direction of change vs. last scorecard, not just current state
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not score health dimensions on gut feel — every score needs specific supporting evidence
|
||||
- [ ] Do not give a Green status to accounts with unresolved P1 issues or missed milestones
|
||||
- [ ] Do not list risks vaguely — "low engagement" without specifics is not actionable
|
||||
- [ ] Do not leave recommended actions without named owners and deadlines
|
||||
- [ ] Do not conflate product usage frequency with product value delivery
|
||||
@@ -0,0 +1,195 @@
|
||||
# Customer Success Plan Skill
|
||||
|
||||
This skill produces a joint customer success plan — a living document shared between the CSM and the customer that aligns on outcomes, milestones, and mutual commitments. Output is ready to co-author with the customer in a kickoff call or QBR.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Account name** and industry
|
||||
- **Product / plan purchased**
|
||||
- **Key stakeholders** — customer champion and economic buyer
|
||||
- **Customer's stated business goals** — why did they buy? What problem are they solving?
|
||||
- **Contract term and renewal date**
|
||||
- **Current onboarding stage** (new customer / expanding / post-QBR / pre-renewal)
|
||||
- **Seats / licenses / usage purchased**
|
||||
- **Any known risks** — adoption gaps, champion uncertainty, competing priorities
|
||||
|
||||
## Output Structure
|
||||
|
||||
---
|
||||
|
||||
# Customer Success Plan: [Account Name]
|
||||
|
||||
**Product:** [Product name / plan tier]
|
||||
**Contract term:** [Start date → Renewal date]
|
||||
**CSM:** [Name]
|
||||
**Customer champion:** [Name, Title]
|
||||
**Customer executive sponsor:** [Name, Title — if known]
|
||||
**Last updated:** [Date]
|
||||
**Status:** [Active / Under review / Completed]
|
||||
|
||||
---
|
||||
|
||||
## 1. Partnership Objectives
|
||||
|
||||
> *What does success look like for [Account Name] at contract end?*
|
||||
|
||||
[Write 2–3 sentences describing the customer's core objective in plain English — what they are trying to achieve in their business, not what features they are using.]
|
||||
|
||||
**Primary business goal:** [e.g. Reduce time-to-hire by 30% across engineering teams]
|
||||
**Secondary goal:** [e.g. Consolidate three legacy tools into one platform, saving £X/year]
|
||||
**Success statement (customer's words):** "[Direct quote from champion about what success looks like — ask for this in kickoff]"
|
||||
|
||||
---
|
||||
|
||||
## 2. Success Metrics
|
||||
|
||||
Define how both parties will measure success. Agreed in the kickoff call and tracked in QBRs.
|
||||
|
||||
| Metric | Baseline (today) | Target | By when | Data source |
|
||||
|---|---|---|---|---|
|
||||
| [e.g. Seat utilisation] | [X%] | [≥ 80%] | [Month 3] | [Product analytics] |
|
||||
| [e.g. Time to hire] | [X days] | [< Y days] | [Month 6] | [Customer's ATS] |
|
||||
| [e.g. Reports produced/month] | [X] | [≥ Y] | [Month 3] | [Product analytics] |
|
||||
| [e.g. NPS] | [X] | [≥ 8] | [Month 6] | [Quarterly survey] |
|
||||
|
||||
**Leading indicators** (early signs the plan is on track):
|
||||
- [e.g. 5+ users log in within the first 2 weeks]
|
||||
- [e.g. First workflow automated within 30 days]
|
||||
- [e.g. Champion presents the tool to their team by end of Month 1]
|
||||
|
||||
---
|
||||
|
||||
## 3. Milestone Roadmap
|
||||
|
||||
Break the success journey into phases with clear milestones and owners:
|
||||
|
||||
### Phase 1: Onboard (Month 1)
|
||||
|
||||
| Milestone | Owner | Due date | Status |
|
||||
|---|---|---|---|
|
||||
| Admin setup complete (SSO, permissions, data integration) | [IT contact] | [Date] | [ ] |
|
||||
| All purchased seats activated and users invited | [Champion] | [Date] | [ ] |
|
||||
| Core workflow [X] configured and tested | [CSM + Champion] | [Date] | [ ] |
|
||||
| First training session delivered (all teams) | [CSM] | [Date] | [ ] |
|
||||
| Kickoff call completed and success plan co-signed | [CSM + Champion] | [Date] | [ ] |
|
||||
|
||||
### Phase 2: Adopt (Months 2–3)
|
||||
|
||||
| Milestone | Owner | Due date | Status |
|
||||
|---|---|---|---|
|
||||
| [Core feature] in active daily use by ≥ X users | [Champion] | [Date] | [ ] |
|
||||
| First business outcome achieved and documented | [Champion + CSM] | [Date] | [ ] |
|
||||
| 30-day check-in completed | [CSM] | [Date] | [ ] |
|
||||
| [Power user workflow] enabled for advanced users | [CSM] | [Date] | [ ] |
|
||||
|
||||
### Phase 3: Value (Months 4–6)
|
||||
|
||||
| Milestone | Owner | Due date | Status |
|
||||
|---|---|---|---|
|
||||
| QBR 1 delivered — ROI evidence presented | [CSM + AE] | [Date] | [ ] |
|
||||
| Success metric [X] hit target | [Champion] | [Date] | [ ] |
|
||||
| Expansion use case identified and introduced | [AE] | [Date] | [ ] |
|
||||
| Reference call or case study agreed | [Champion] | [Date] | [ ] |
|
||||
|
||||
### Phase 4: Renew & Expand (Months 7–12)
|
||||
|
||||
| Milestone | Owner | Due date | Status |
|
||||
|---|---|---|---|
|
||||
| QBR 2 delivered — renewal conversation started | [CSM + AE] | [Date] | [ ] |
|
||||
| Renewal proposal sent | [AE] | [Date] | [ ] |
|
||||
| Expansion or flat renewal signed | [AE] | [Date] | [ ] |
|
||||
|
||||
---
|
||||
|
||||
## 4. Mutual Commitments
|
||||
|
||||
Success plans work when both parties commit. Document what each side will do:
|
||||
|
||||
**[Vendor] commits to:**
|
||||
- Dedicated CSM available [X days/week / by email within 24 hours]
|
||||
- Monthly [call / check-in / async update] with champion
|
||||
- QBR every [90 days] with executive summary and ROI report
|
||||
- Priority support for [Account] — response SLA of [X hours] for P1 issues
|
||||
- Roadmap preview for relevant upcoming features
|
||||
- [Any other specific commitment made in sales cycle]
|
||||
|
||||
**[Account Name] commits to:**
|
||||
- Champion available for [30-min monthly] check-in
|
||||
- Users complete onboarding training by [date]
|
||||
- Feedback on product experience shared monthly (async or sync)
|
||||
- Executive sponsor participates in QBR 1 and renewal discussion
|
||||
- Provide outcome data to CSM quarterly for ROI tracking
|
||||
|
||||
---
|
||||
|
||||
## 5. Stakeholder Engagement Plan
|
||||
|
||||
| Stakeholder | Role | Engagement frequency | Format | Owner |
|
||||
|---|---|---|---|---|
|
||||
| [Champion] | Day-to-day owner | Weekly (async) + Monthly (call) | Slack / Email + Zoom | CSM |
|
||||
| [Economic buyer] | Budget holder | Quarterly | QBR (in-person or video) | CSM + AE |
|
||||
| [IT contact] | Integration owner | As needed | Email | CSM |
|
||||
| [End users] | Active users | Training only | Group session | CSM |
|
||||
|
||||
---
|
||||
|
||||
## 6. Risk & Mitigation
|
||||
|
||||
| Risk | Likelihood | Impact | Mitigation plan |
|
||||
|---|---|---|---|
|
||||
| Low adoption in first 30 days | [M] | [H] | CSM hosts live onboarding; champion sends internal comms day 1 |
|
||||
| Champion changes role | [L] | [H] | Multi-thread: introduce CSM to 2 additional stakeholders by Month 2 |
|
||||
| Budget pressure at renewal | [M] | [H] | Build ROI case monthly; document value continuously |
|
||||
| Competing priorities delay rollout | [H] | [M] | Agree minimum viable adoption path with champion; don't require perfection to declare value |
|
||||
|
||||
---
|
||||
|
||||
## 7. Communication Plan
|
||||
|
||||
| Communication | Audience | Frequency | Format | Owner |
|
||||
|---|---|---|---|---|
|
||||
| Health update | Champion | Monthly | Email summary (3 bullets: what's good, what needs attention, one ask) | CSM |
|
||||
| QBR | Champion + Exec | Quarterly | 45-min video call with slide deck | CSM + AE |
|
||||
| Product updates | Champion | As released | Release notes email | CSM |
|
||||
| Support status | Champion | When open tickets exist | Email / Slack | Support + CSM |
|
||||
|
||||
---
|
||||
|
||||
## 8. Escalation Path
|
||||
|
||||
If the success plan falls off track:
|
||||
|
||||
| Trigger | Action | Owner | Timeline |
|
||||
|---|---|---|---|
|
||||
| Health drops to Amber | Internal review + champion call within 5 days | CSM | Immediate |
|
||||
| Health drops to Red | CS leadership + AE looped in; escalation brief drafted | CS Manager | Within 24 hours |
|
||||
| Champion is unresponsive for >10 days | AE attempts exec sponsor contact | AE | After CSM attempt fails |
|
||||
| Adoption <40% at Month 3 | Emergency enablement session + revised milestone plan | CSM | Within 1 week of flag |
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Success metrics are the customer's metrics — not just product usage metrics
|
||||
- [ ] Milestones have specific owners and due dates — not "TBD"
|
||||
- [ ] Mutual commitments section is genuinely mutual — not just what the vendor will do
|
||||
- [ ] Risk register includes champion departure and low adoption
|
||||
- [ ] Plan is written to be shared with the customer — no internal-only commentary in this document
|
||||
- [ ] Executive sponsor is identified and has an engagement role
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not define success metrics that the vendor controls — metrics must reflect the customer's business outcomes
|
||||
- [ ] Do not set milestone dates without customer confirmation — unilateral timelines undermine joint ownership
|
||||
- [ ] Do not create a plan the customer hasn't agreed to — it must be mutual, not a CSM's internal plan
|
||||
- [ ] Do not leave ownership fields blank or assigned to "CS team" — every action needs a named owner
|
||||
- [ ] Do not confuse product adoption milestones with customer business outcomes — both are needed but are not the same
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Build a success plan for [Account Name] who just signed"
|
||||
- "Create a joint success plan for our new enterprise customer"
|
||||
- "Write a 6-month customer success roadmap for [Company]"
|
||||
- "I need a mutual action plan for our QBR with [Account]"
|
||||
- "Generate a customer success plan for an at-risk account"
|
||||
@@ -0,0 +1,221 @@
|
||||
# QBR Deck Skill
|
||||
|
||||
Produce a complete Quarterly Business Review deck — structured, data-backed, and customer-focused. A good QBR demonstrates value delivered, aligns on goals for the next quarter, and strengthens the executive relationship. It should never feel like a product demo or a vendor update.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask for these if not already provided:
|
||||
- **Account name**, CSM name, and customer stakeholders attending
|
||||
- **Contract details** — ARR, contract start date, renewal date
|
||||
- **Last quarter's goals** (from previous QBR or kickoff)
|
||||
- **Usage and adoption data** — key metrics for the quarter
|
||||
- **Support summary** — tickets raised, resolution time, any escalations
|
||||
- **Business outcomes the customer cares about** — what success looks like for them
|
||||
- **Product updates or new features** relevant to this customer
|
||||
- **Goals for next quarter**
|
||||
- **Any open commercial conversations** (expansion, renewal, at-risk signals)
|
||||
|
||||
## QBR Principles
|
||||
|
||||
- Lead with customer outcomes, not product features
|
||||
- Every metric should connect to a business result the customer cares about
|
||||
- The agenda is a conversation, not a presentation — build in time for customer input at every stage
|
||||
- Close with mutual commitments, not just vendor actions
|
||||
|
||||
## Output Format
|
||||
|
||||
---
|
||||
|
||||
# QBR: [Account Name] × [Your Company]
|
||||
**[Quarter] [Year] Business Review**
|
||||
|
||||
**Date:** [Date] | **Location / Call link:** [TBC]
|
||||
**Customer attendees:** [Names and roles]
|
||||
**[Your company] attendees:** [Names and roles]
|
||||
|
||||
---
|
||||
|
||||
## Slide 1: Agenda (5 min)
|
||||
|
||||
| Time | Topic | Owner |
|
||||
|---|---|---|
|
||||
| 0:00 | Welcome and introductions | CSM |
|
||||
| 0:05 | [Last quarter] — how did we do? | CSM + Customer |
|
||||
| 0:20 | Value delivered — business impact | CSM |
|
||||
| 0:35 | What's coming — roadmap preview | CSM / Product |
|
||||
| 0:45 | [Next quarter] — goals and priorities | Customer |
|
||||
| 0:55 | Actions and mutual commitments | CSM |
|
||||
| 1:00 | Close | |
|
||||
|
||||
*Talking point: "We've kept today to 60 minutes. We want as much of this to be a conversation as possible — please push back, redirect, and ask questions throughout."*
|
||||
|
||||
---
|
||||
|
||||
## Slide 2: Where We Are Together (2 min)
|
||||
|
||||
**Partnership snapshot:**
|
||||
- **Customer since:** [Date]
|
||||
- **Contract value:** £/$/€[ARR]/year
|
||||
- **Renewal date:** [Date]
|
||||
- **Active users:** [N] of [N] licensed seats ([X]% adoption)
|
||||
- **Products / modules active:** [List]
|
||||
|
||||
*Talking point: "Before we dive in — a quick picture of where we are. [X] months in, [Y] active users, and this is our [Nth] QBR together."*
|
||||
|
||||
---
|
||||
|
||||
## Slide 3: Last Quarter — Goals We Set Together (5 min)
|
||||
|
||||
| Goal | Set in [Last QBR / Kickoff] | Status |
|
||||
|---|---|---|
|
||||
| [Goal 1] | [What we committed to] | ✅ Achieved / ⚠️ Partial / ❌ Missed |
|
||||
| [Goal 2] | [What we committed to] | ✅ Achieved / ⚠️ Partial / ❌ Missed |
|
||||
| [Goal 3] | [What we committed to] | ✅ Achieved / ⚠️ Partial / ❌ Missed |
|
||||
|
||||
For any partial or missed goal: state what happened and what changes next quarter.
|
||||
|
||||
*Talking point: "Let's start with accountability. Here's what we said we'd achieve last quarter — let's be honest about where we landed."*
|
||||
|
||||
---
|
||||
|
||||
## Slide 4: Usage and Adoption (5 min)
|
||||
|
||||
**Quarter-over-quarter trend:**
|
||||
|
||||
| Metric | [Q-1] | [Q] | Change |
|
||||
|---|---|---|---|
|
||||
| Monthly active users | [N] | [N] | +/-X% |
|
||||
| Sessions per user per week | [N] | [N] | +/-X% |
|
||||
| [Key feature 1] adoption | [X]% | [X]% | +/-X% |
|
||||
| [Key feature 2] adoption | [X]% | [X]% | +/-X% |
|
||||
|
||||
**Highlights:**
|
||||
- [Positive adoption trend to call out]
|
||||
- [Feature or workflow with strongest engagement]
|
||||
|
||||
**Opportunity:**
|
||||
- [Feature with low adoption that could drive more value — link to their goals]
|
||||
|
||||
*Talking point: "Usage is [up / stable / something we want to talk about]. The area I'd like to focus on is [feature] — we're not seeing the adoption we'd expect given [their goal], and I want to understand why."*
|
||||
|
||||
---
|
||||
|
||||
## Slide 5: Business Impact — Value Delivered (10 min)
|
||||
|
||||
Lead with outcomes, not activity.
|
||||
|
||||
**[Outcome 1: customer's primary success metric]**
|
||||
- Before: [baseline]
|
||||
- Now: [current state]
|
||||
- Impact: [quantified business result — time saved, revenue influenced, cost reduced, risk mitigated]
|
||||
|
||||
**[Outcome 2]**
|
||||
- [Same structure]
|
||||
|
||||
**[Outcome 3]**
|
||||
- [Same structure]
|
||||
|
||||
**Customer evidence** (use if available):
|
||||
> "[Quote from champion or user about value experienced]"
|
||||
|
||||
*Talking point: "This is the section I most want your input on. Are these the outcomes that matter to your business? Are there other ways you're measuring success that we should be tracking?"*
|
||||
|
||||
---
|
||||
|
||||
## Slide 6: Support Summary (3 min)
|
||||
|
||||
| Metric | This quarter | Last quarter | Trend |
|
||||
|---|---|---|---|
|
||||
| Tickets raised | [N] | [N] | ↑ / → / ↓ |
|
||||
| Average resolution time | [X hrs] | [X hrs] | ↑ / → / ↓ |
|
||||
| P1 / critical issues | [N] | [N] | ↑ / → / ↓ |
|
||||
| CSAT score | [X/10] | [X/10] | ↑ / → / ↓ |
|
||||
|
||||
**Notable issues this quarter:**
|
||||
- [Any escalation or major ticket — brief summary and resolution]
|
||||
|
||||
**What we're doing differently:**
|
||||
- [Any process change or improvement based on support patterns]
|
||||
|
||||
---
|
||||
|
||||
## Slide 7: What's Coming — Roadmap Preview (5 min)
|
||||
|
||||
Focus only on what's relevant to this customer's goals. Do not dump the full roadmap.
|
||||
|
||||
| Feature / Improvement | Expected | Why it matters to [Account Name] |
|
||||
|---|---|---|
|
||||
| [Feature 1] | [Q+1] | [Direct link to their goal or pain point] |
|
||||
| [Feature 2] | [Q+1 / Q+2] | [Direct link] |
|
||||
| [Feature 3] | [H2] | [Direct link] |
|
||||
|
||||
*Talking point: "I've filtered the roadmap to what I think matters most to your team. I'd love your reaction — are these the right priorities from your perspective?"*
|
||||
|
||||
---
|
||||
|
||||
## Slide 8: Next Quarter — Your Goals (10 min)
|
||||
|
||||
**Customer input section — facilitate, don't present.**
|
||||
|
||||
Prompt questions:
|
||||
- "What does success look like for your team in [next quarter]?"
|
||||
- "What's the biggest challenge you're trying to solve in the next 90 days?"
|
||||
- "Is there anything about the way you're using [product] you want to change?"
|
||||
|
||||
**Capture live:**
|
||||
|
||||
| Goal for next quarter | Owner (customer) | How we'll support it | How we'll measure it |
|
||||
|---|---|---|---|
|
||||
| [Goal 1] | [Name] | [CSM / product action] | [Metric] |
|
||||
| [Goal 2] | [Name] | [CSM / product action] | [Metric] |
|
||||
|
||||
---
|
||||
|
||||
## Slide 9: Mutual Commitments (5 min)
|
||||
|
||||
**[Your company] commits to:**
|
||||
1. [Specific action — owner — by when]
|
||||
2. [Specific action — owner — by when]
|
||||
3. [Specific action — owner — by when]
|
||||
|
||||
**[Account Name] commits to:**
|
||||
1. [Specific action — owner — by when]
|
||||
2. [Specific action — owner — by when]
|
||||
|
||||
**Next touchpoint:** [Date of next check-in or mid-quarter review]
|
||||
|
||||
---
|
||||
|
||||
## Slide 10: Thank You + Open Q&A (5 min)
|
||||
|
||||
- Recap the one headline from today: [The single most important thing you want them to remember]
|
||||
- Confirm actions are captured and shared after the call
|
||||
- Ask: "Is there anything we didn't cover today that you wanted to raise?"
|
||||
|
||||
---
|
||||
|
||||
## Preparation Checklist
|
||||
|
||||
- [ ] Usage data pulled and QoQ comparison calculated
|
||||
- [ ] Last QBR goals reviewed — status confirmed before the meeting
|
||||
- [ ] Business outcomes framed in customer language (not product language)
|
||||
- [ ] Roadmap filtered to this account's specific use cases
|
||||
- [ ] Customer's goals for next quarter researched or pre-confirmed with champion
|
||||
- [ ] Executive sponsor briefed on any sensitive topics before the call
|
||||
- [ ] Actions from previous QBR reviewed — any outstanding items addressed
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Every slide has a talking point, not just a title
|
||||
- [ ] Value slide leads with business outcomes, not product activity
|
||||
- [ ] Roadmap preview links each item to a customer goal
|
||||
- [ ] Mutual commitments section has real owners on both sides
|
||||
- [ ] Customer has at least 20 minutes of airtime in the agenda
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not fill the QBR with product activity metrics — lead with business outcomes the customer cares about
|
||||
- [ ] Do not present a roadmap without linking each item to a customer goal — vendor priorities are not a QBR agenda
|
||||
- [ ] Do not run a QBR as a one-sided presentation — it must include structured time for the customer to speak
|
||||
- [ ] Do not close a QBR without documented mutual commitments with named owners on both sides
|
||||
- [ ] Do not skip the "what's not working" slide — suppressing problems erodes trust and misses renewal risks
|
||||
@@ -0,0 +1,193 @@
|
||||
# Renewal Playbook Skill
|
||||
|
||||
This skill produces a complete renewal playbook for a specific customer account, covering health assessment, commercial strategy, negotiation preparation, expansion opportunity mapping, and a step-by-step timeline. Output is ready for the CSM or account team to execute 90–180 days before renewal.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Account name**
|
||||
- **Renewal date**
|
||||
- **Current ARR** and proposed renewal ARR (if different)
|
||||
- **Account health** — RAG status and main reasons (or describe the account situation)
|
||||
- **Key stakeholders** — economic buyer, champion, and any detractors
|
||||
- **Renewal risk factors** — budget pressure, low adoption, competitive threat, champion departure, etc.
|
||||
- **Expansion opportunity** — any upsell or cross-sell potential?
|
||||
- **Contract terms** — current plan, duration, and any terms up for renegotiation
|
||||
|
||||
## Output Structure
|
||||
|
||||
---
|
||||
|
||||
# Renewal Playbook: [Account Name]
|
||||
|
||||
**Renewal date:** [Date]
|
||||
**Current ARR:** [£/$/€ X]
|
||||
**Target renewal ARR:** [£/$/€ X — flat / +X% expansion / contraction risk]
|
||||
**Health status:** [Green / Amber / Red]
|
||||
**CSM:** [Name]
|
||||
**Account executive:** [Name]
|
||||
**Days to renewal:** [X days]
|
||||
|
||||
---
|
||||
|
||||
## 1. Account Health Snapshot
|
||||
|
||||
| Dimension | Score (1–5) | Evidence |
|
||||
|---|---|---|
|
||||
| **Product adoption** | [X/5] | [e.g. 3 of 5 purchased seats active; core feature used weekly] |
|
||||
| **Business outcomes** | [X/5] | [e.g. Customer reports X% improvement in [metric]; no formal ROI review done] |
|
||||
| **Relationship depth** | [X/5] | [e.g. Strong champion in [name/role]; limited exec sponsorship] |
|
||||
| **Support & satisfaction** | [X/5] | [e.g. 2 open P2 tickets; last NPS 7; no escalations in 6 months] |
|
||||
| **Commercial engagement** | [X/5] | [e.g. Invoice paid on time; no discount pressure raised yet] |
|
||||
| **Overall health** | [X/5 — weighted] | [Green / Amber / Red] |
|
||||
|
||||
**Renewal thesis:** [One sentence: why this account will renew — or what must change for it to renew.]
|
||||
|
||||
---
|
||||
|
||||
## 2. Stakeholder Map
|
||||
|
||||
| Stakeholder | Role | Influence | Sentiment | Our relationship |
|
||||
|---|---|---|---|---|
|
||||
| [Name] | Economic buyer | High | [Positive / Neutral / Negative] | [Warm / Cold / Unknown] |
|
||||
| [Name] | Champion | High | [Positive] | [Warm] |
|
||||
| [Name] | End user | Low | [Neutral] | [Limited] |
|
||||
| [Name] | IT / procurement | Medium | [Neutral] | [Transactional] |
|
||||
|
||||
**Champion risk:** [Is our champion secure in their role? Any signals of departure or reorganisation?]
|
||||
|
||||
**Multi-thread plan:** [Who else do we need relationships with before renewal? How do we get there?]
|
||||
|
||||
---
|
||||
|
||||
## 3. Risk Register
|
||||
|
||||
| Risk | Likelihood (H/M/L) | Impact (H/M/L) | Mitigation |
|
||||
|---|---|---|---|
|
||||
| [Budget pressure / cost-cutting] | [H] | [H] | [Build ROI case 90 days out; identify budget holder's priorities] |
|
||||
| [Low adoption in [department]] | [M] | [H] | [Run targeted enablement session; tie to champion's OKRs] |
|
||||
| [Competitor evaluation] | [M] | [M] | [Request competitive intelligence; schedule exec-level call] |
|
||||
| [Champion departure] | [L] | [H] | [Map two additional stakeholders; executive intro call] |
|
||||
|
||||
---
|
||||
|
||||
## 4. Value Story
|
||||
|
||||
Build the ROI narrative for the renewal conversation:
|
||||
|
||||
**Headline result:** [e.g. "[Account] saved X hours/week or reduced [metric] by X% using [product]"]
|
||||
|
||||
**Evidence sources:**
|
||||
- [ ] Product usage data (logins, features used, seat utilisation)
|
||||
- [ ] Business metric improvement (pull from QBR deck or success plan)
|
||||
- [ ] Support resolution time improvement
|
||||
- [ ] Customer-provided testimonial or case study quotes
|
||||
|
||||
**Value gaps to close before renewal:** [Are there outcomes the customer expected but hasn't seen yet? What's the plan to close these?]
|
||||
|
||||
---
|
||||
|
||||
## 5. Expansion Opportunity
|
||||
|
||||
Map upside beyond flat renewal:
|
||||
|
||||
| Opportunity | Type | Estimated value | Likelihood | Timing |
|
||||
|---|---|---|---|---|
|
||||
| [Seat expansion — [dept] wants to add 10 users] | Upsell | [+£X ARR] | [High] | [Renewal or +3M] |
|
||||
| [Cross-sell — [Product B] use case identified] | Cross-sell | [+£X ARR] | [Medium] | [+6M] |
|
||||
| [Multi-year commitment] | Discount for term | [+£X TCV / -X% discount] | [Low] | [At renewal] |
|
||||
|
||||
**Expansion play:** [Which opportunity to lead with, and the sequence for raising it in the renewal conversation]
|
||||
|
||||
---
|
||||
|
||||
## 6. Commercial Strategy
|
||||
|
||||
**Renewal scenario planning:**
|
||||
|
||||
| Scenario | Probability | ARR outcome | Response strategy |
|
||||
|---|---|---|---|
|
||||
| **Flat renewal** | [X%] | [£X — same as current] | [Accept; plant seeds for +6M expansion] |
|
||||
| **Expansion** | [X%] | [£X] | [Lead with ROI evidence; pitch seat or feature expansion] |
|
||||
| **Contraction risk** | [X%] | [£X — downgrade to lower tier] | [Propose phased commitment; demonstrate path to full adoption] |
|
||||
| **Churn risk** | [X%] | [£0] | [Escalate to leadership; executive sponsor engagement] |
|
||||
|
||||
**Discount guardrails:**
|
||||
- Floor discount: [X% — do not go below without VP approval]
|
||||
- Triggers for discount: [Multi-year / volume / reference customer commitment]
|
||||
- What to ask for in return: [Reference case study / G2 review / executive intro / case study participation]
|
||||
|
||||
**Pricing flexibility:**
|
||||
- [e.g. Can offer monthly billing in exchange for 24-month commit]
|
||||
- [e.g. Can offer X seats free in exchange for expansion commitment]
|
||||
|
||||
---
|
||||
|
||||
## 7. Objection Responses
|
||||
|
||||
Prepare for the most likely objections:
|
||||
|
||||
**"The price is too high"**
|
||||
> Anchor on value delivered: "[Customer] achieved [X outcome] — at [£X ARR], that's [£Y per outcome / hour saved / user]. What would it cost to deliver that outcome without us?"
|
||||
> If budget is genuinely constrained, explore: phased payment, reduction in scope rather than full churn, multi-year pricing.
|
||||
|
||||
**"We're not seeing enough adoption"**
|
||||
> Acknowledge, then commit: "You're right — [X seats] are actively using [core feature] out of [Y]. We want to fix this. Here's our 60-day plan: [exec sponsor on enablement call / training session / in-product nudge campaign]."
|
||||
|
||||
**"We're evaluating [Competitor]"**
|
||||
> Don't panic. Ask: "What's driving the evaluation — is it specific features, pricing, or something else?" Then map gaps honestly. Offer a feature roadmap preview if relevant. Get clarity on their criteria and timeline before responding defensively.
|
||||
|
||||
**"We need to reduce spend this quarter"**
|
||||
> Separate the commercial conversation from the value conversation. Offer to protect the relationship with a reduced scope today with a committed expansion trigger at a business milestone. Avoid discounting without a reason.
|
||||
|
||||
---
|
||||
|
||||
## 8. Renewal Timeline
|
||||
|
||||
| Week | Action | Owner | Notes |
|
||||
|---|---|---|---|
|
||||
| **W–16** (4 months out) | Internal renewal review — health, expansion opportunity, risk | CSM | Flag to leadership if Red |
|
||||
| **W–12** | QBR / executive business review — ROI evidence delivered | CSM + AE | Book 45–60 min with economic buyer |
|
||||
| **W–10** | Champion 1:1 — pulse check on satisfaction and upcoming priorities | CSM | Uncover internal dynamics before commercial discussion |
|
||||
| **W–8** | Expansion conversation — plant seeds, share roadmap | AE | Do not lead with pricing |
|
||||
| **W–6** | Send renewal proposal — pricing, terms, options | AE | Include multi-year option |
|
||||
| **W–4** | Negotiation — address objections, finalise commercial terms | AE + CSM | Escalate to VP if >X% discount required |
|
||||
| **W–2** | Legal / procurement — contract redlines, signature process | AE + Legal | |
|
||||
| **W–0** | Signed. Handoff to post-renewal success plan | CSM | Thank the champion; begin next cycle |
|
||||
|
||||
---
|
||||
|
||||
## 9. Success Criteria
|
||||
|
||||
- [ ] Renewal signed before deadline
|
||||
- [ ] ARR outcome within target range
|
||||
- [ ] Champion relationship maintained or improved
|
||||
- [ ] At least one expansion conversation started
|
||||
- [ ] ROI evidence documented and accepted by customer
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Stakeholder map includes the economic buyer — not just the champion
|
||||
- [ ] Risk register has a mitigation for every H/H risk
|
||||
- [ ] Value story uses product data and business outcomes, not just feature lists
|
||||
- [ ] Commercial strategy includes a floor discount and a reason-to-discount framework
|
||||
- [ ] Timeline starts at least 90 days before renewal date
|
||||
- [ ] Objection responses are specific to this account, not generic
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not start renewal conversations less than 90 days before the renewal date for accounts over $50K ARR
|
||||
- [ ] Do not build a renewal strategy without first honestly assessing account health — wishful thinking leads to last-minute churn
|
||||
- [ ] Do not treat all renewal objections as negotiating tactics — some objections signal genuine dissatisfaction that requires resolution first
|
||||
- [ ] Do not offer discounts as the first response to price objections — explore value gaps before reducing price
|
||||
- [ ] Do not close the renewal without confirming the expansion opportunity — every renewal is also an expansion conversation
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Build a renewal playbook for [Account Name] renewing in [Month]"
|
||||
- "Help me plan the renewal strategy for an at-risk customer"
|
||||
- "Prepare a renewal brief for my QBR with [Company]"
|
||||
- "What's my renewal strategy for a Red account coming up in 60 days?"
|
||||
- "Create a renewal and expansion plan for [Account]"
|
||||
@@ -0,0 +1,97 @@
|
||||
# Chart Data Extractor Skill
|
||||
|
||||
Extracts data from images of charts and graphs — bar charts, line charts, pie charts, scatter plots, and tables in images — producing a structured data table that can be used in spreadsheets or rebuilt in any charting tool. Built to leverage Opus 4.7 pixel-level image analysis capabilities.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **The chart image** (upload a screenshot or image file)
|
||||
- **Chart type** (if ambiguous — bar / line / pie / scatter / other)
|
||||
- **What matters most** (approximate trends / precise values / specific data points / categorisation)
|
||||
- **Known axis values** (optional — if the user knows the max/min values to anchor the extraction)
|
||||
|
||||
## Output Structure
|
||||
|
||||
### 1. Chart Identification
|
||||
|
||||
| Attribute | Value |
|
||||
|---|---|
|
||||
| Chart type | [Bar / Line / Pie / Scatter / Area / Other] |
|
||||
| Chart title (if visible) | [Title text] |
|
||||
| X-axis label | [Label + unit] |
|
||||
| Y-axis label | [Label + unit] |
|
||||
| Number of series | N |
|
||||
| Legend categories | [List] |
|
||||
| Data period (if time-based) | [Start — End] |
|
||||
|
||||
### 2. Extracted Data Table
|
||||
|
||||
| [X axis] | [Series 1] | [Series 2] | ... |
|
||||
|---|---|---|---|
|
||||
| [Value] | [Value] | [Value] | |
|
||||
|
||||
### 3. Confidence Levels
|
||||
|
||||
For each data point or series, flag confidence:
|
||||
|
||||
- **High confidence:** data points where the value is clearly readable against gridlines or labels
|
||||
- **Medium confidence:** data points where the value is interpolated between gridlines
|
||||
- **Low confidence:** data points where the value is ambiguous or overlaps with other elements
|
||||
|
||||
Low-confidence points should be explicitly listed — not silently included in the main table.
|
||||
|
||||
### 4. Notable Observations
|
||||
|
||||
Observations that the data itself reveals:
|
||||
- Peak value: [Value, when, in which series]
|
||||
- Lowest value: [Value, when, in which series]
|
||||
- Largest delta between series: [Details]
|
||||
- Any anomalies or outliers visible in the chart
|
||||
|
||||
### 5. Reconstructed Source
|
||||
|
||||
CSV format for direct use:
|
||||
|
||||
```csv
|
||||
[x_axis],[series_1],[series_2]
|
||||
[value],[value],[value]
|
||||
```
|
||||
|
||||
### 6. Assumptions and Caveats
|
||||
|
||||
- Grid resolution: [How precisely values could be read — e.g. "Y-axis has major gridlines every 10 units, minor every 2"]
|
||||
- Interpolation used: [Any values that required estimating between gridlines]
|
||||
- Unclear data: [Anything in the chart that could not be read reliably]
|
||||
- Axis scale: [Linear/logarithmic/etc — note if not obvious]
|
||||
|
||||
### 7. Follow-up Options
|
||||
|
||||
Ask the user which of these they want:
|
||||
- Rebuild the chart in a specified format (Excel formula, Python matplotlib, D3, etc.)
|
||||
- Produce a narrative description of what the chart shows
|
||||
- Compare this data against another chart or source
|
||||
- Flag potentially misleading visual choices in the original (truncated axes, misleading scales, etc.)
|
||||
|
||||
## Quality Checks
|
||||
- [ ] Every extracted number specifies which series it belongs to
|
||||
- [ ] Confidence levels are explicit for ambiguous points
|
||||
- [ ] Low-confidence values are flagged separately, not silently included
|
||||
- [ ] Assumptions about axis scale and interpolation are stated
|
||||
- [ ] CSV output is clean and directly usable
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not silently include low-confidence data points in the main table — flag them separately so the user knows which values to verify
|
||||
- [ ] Do not assume a linear scale without confirming it — logarithmic axes make extracted values incorrect by orders of magnitude if misread
|
||||
- [ ] Do not report extracted values with false precision — if the chart's Y-axis only shows gridlines every 10 units, a reported value of 37 is invented, not extracted
|
||||
- [ ] Do not omit the assumptions and caveats section — partial image quality, overlapping bars, or unlabelled axes must be disclosed
|
||||
|
||||
## Example Trigger Phrases
|
||||
- "Extract the data from this chart"
|
||||
- "Transcribe the numbers in this graph"
|
||||
- "Turn this chart image into a spreadsheet"
|
||||
- "Digitise this chart so I can rebuild it"
|
||||
- "What are the exact values in this bar chart?"
|
||||
|
||||
## Why This Works Better on Opus 4.7
|
||||
Earlier models struggled with pixel-level data transcription from charts, often hallucinating values or misreading gridline positions. Opus 4.7 uses a higher image resolution (2576px vs 1568px) with coordinates mapping 1:1 to pixels, making chart data extraction reliable for practical use.
|
||||
@@ -0,0 +1,190 @@
|
||||
# Cohort Analysis Skill
|
||||
|
||||
This skill produces a structured cohort analysis covering retention curves, LTV estimation, behavioural segmentation, and actionable interventions. Output is ready to present to product leadership or share with growth and data teams.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Analysis goal** (retention improvement / LTV modelling / behavioural segmentation / churn prediction)
|
||||
- **Product or feature being analysed**
|
||||
- **Cohort definition** — what groups users? (acquisition month, signup channel, plan tier, feature adoption)
|
||||
- **Observation window** — how many periods to track? (e.g. 12 months, 8 weeks)
|
||||
- **Key metric** — what are you measuring per cohort? (retention rate, revenue, engagement score, feature usage)
|
||||
- **Available data** — what tables/metrics are available? (paste schema or describe)
|
||||
- **Baseline** — any existing retention benchmarks or goals?
|
||||
|
||||
## Output Structure
|
||||
|
||||
---
|
||||
|
||||
# Cohort Analysis: [Product / Feature]
|
||||
|
||||
**Analysis type:** [Retention / LTV / Behavioural / Churn]
|
||||
**Cohort definition:** [Acquisition month / Signup channel / Plan tier / Feature adoption date]
|
||||
**Observation window:** [X months / weeks]
|
||||
**Primary metric:** [Metric name]
|
||||
**Date prepared:** [Date]
|
||||
|
||||
---
|
||||
|
||||
## 1. Cohort Definitions
|
||||
|
||||
| Cohort | Period | Size | Description |
|
||||
|---|---|---|---|
|
||||
| [Cohort 1] | [Jan 2025] | [N users] | [e.g. Users who signed up in Jan 2025 via organic] |
|
||||
| [Cohort 2] | [Feb 2025] | [N users] | [...] |
|
||||
|
||||
**Cohort logic:**
|
||||
- Cohort entry event: [First sign-up / First purchase / Feature activation]
|
||||
- Cohort exit criteria: [Churned / Downgraded / No activity for 30 days]
|
||||
- Exclusions: [Trial users / Internal test accounts / Users with < X days of data]
|
||||
|
||||
---
|
||||
|
||||
## 2. Retention Curve
|
||||
|
||||
**How to read:** Each cell shows what % of the cohort performed the key metric in period N.
|
||||
|
||||
| Cohort | Period 0 | Period 1 | Period 2 | Period 3 | Period 6 | Period 12 |
|
||||
|---|---|---|---|---|---|---|
|
||||
| Jan 2025 | 100% | [X%] | [X%] | [X%] | [X%] | [X%] |
|
||||
| Feb 2025 | 100% | [X%] | [X%] | [X%] | [X%] | [X%] |
|
||||
| [Trend] | — | [↑/↓ vs prior] | [...] | [...] | [...] | [...] |
|
||||
|
||||
**Retention plateau:** [At what period does retention flatten? What % does it flatten at?]
|
||||
|
||||
**Key observations:**
|
||||
- [e.g. Period 1 → Period 2 drop is the largest — average X% churn in first 30 days]
|
||||
- [e.g. Cohorts acquired via [channel] retain X% better at Period 6]
|
||||
- [e.g. Retention has improved from X% → Y% at Period 3 comparing oldest to newest cohort]
|
||||
|
||||
---
|
||||
|
||||
## 3. LTV Projection (if applicable)
|
||||
|
||||
**ARPU per period:** [£/$/€ X per active user per month]
|
||||
**Retention curve used:** [Which cohort or blended average]
|
||||
|
||||
| Period | Retained % | Revenue per user | Cumulative LTV |
|
||||
|---|---|---|---|
|
||||
| Month 1 | [X%] | [£X] | [£X] |
|
||||
| Month 3 | [X%] | [£X] | [£X] |
|
||||
| Month 6 | [X%] | [£X] | [£X] |
|
||||
| Month 12 | [X%] | [£X] | [£X] |
|
||||
|
||||
**Blended LTV:** [£X at 12 months — based on blended retention across cohorts]
|
||||
|
||||
**LTV by segment:**
|
||||
| Segment | LTV (12M) | vs Baseline |
|
||||
|---|---|---|
|
||||
| [Organic] | [£X] | [+X%] |
|
||||
| [Paid] | [£X] | [-X%] |
|
||||
| [Enterprise] | [£X] | [+X%] |
|
||||
|
||||
---
|
||||
|
||||
## 4. Behavioural Segmentation
|
||||
|
||||
Group cohorts by behaviour patterns, not just acquisition date:
|
||||
|
||||
| Segment | Definition | Size | Retention (P6) | LTV (12M) |
|
||||
|---|---|---|---|---|
|
||||
| **Power users** | [Used core feature ≥ 3x/week in first 30 days] | [X%] | [X%] | [£X] |
|
||||
| **Casual users** | [Used 1–2x/week in first 30 days] | [X%] | [X%] | [£X] |
|
||||
| **Dormant** | [Logged in but did not use core feature] | [X%] | [X%] | [£X] |
|
||||
| **Never activated** | [Signed up but never completed onboarding] | [X%] | [X%] | [£X] |
|
||||
|
||||
**Activation threshold insight:** [What action — taken within the first X days — most strongly predicts retention? This is the "aha moment" to optimise for.]
|
||||
|
||||
---
|
||||
|
||||
## 5. Leading Indicators of Churn
|
||||
|
||||
List the signals that appear **before** users churn, so teams can intervene:
|
||||
|
||||
| Signal | How early does it appear? | Churn correlation | Intervention |
|
||||
|---|---|---|---|
|
||||
| [No login for 7 days] | [7 days before churn] | [Strong] | [Re-engagement email sequence] |
|
||||
| [Support ticket with escalation] | [14 days before churn] | [Moderate] | [CSM outreach within 48 hours] |
|
||||
| [Feature usage dropped >50% WoW] | [10 days before churn] | [Strong] | [In-app nudge with use-case tutorial] |
|
||||
|
||||
---
|
||||
|
||||
## 6. Cohort Comparison: What's Changed Over Time
|
||||
|
||||
Compare oldest and newest cohorts to assess whether product improvements are showing up in retention:
|
||||
|
||||
| Metric | [Oldest cohort — e.g. Jan 2024] | [Newest cohort — e.g. Jan 2025] | Change |
|
||||
|---|---|---|---|
|
||||
| Period 1 retention | [X%] | [X%] | [↑/↓ X pp] |
|
||||
| Period 3 retention | [X%] | [X%] | [↑/↓ X pp] |
|
||||
| Activation rate | [X%] | [X%] | [↑/↓ X pp] |
|
||||
| Avg. sessions in first 30 days | [X] | [X] | [↑/↓] |
|
||||
|
||||
**Verdict:** [Are more recent cohorts performing better or worse? What shipped in that period that might explain the change?]
|
||||
|
||||
---
|
||||
|
||||
## 7. Recommendations
|
||||
|
||||
Prioritise by impact on retention curve:
|
||||
|
||||
| # | Recommendation | Target segment | Expected impact | Effort | Priority |
|
||||
|---|---|---|---|---|---|
|
||||
| 1 | [e.g. Redesign onboarding to hit activation milestone in day 1, not day 7] | [Never-activated segment] | [+X pp P1 retention] | [Medium] | P1 |
|
||||
| 2 | [e.g. Launch re-engagement sequence at day 7 inactivity trigger] | [Dormant segment] | [+X pp P2 retention] | [Low] | P1 |
|
||||
| 3 | [e.g. Introduce power-user features earlier to accelerate habit formation] | [Casual users] | [+X pp P6 LTV] | [High] | P2 |
|
||||
|
||||
---
|
||||
|
||||
## 8. SQL Reference (if applicable)
|
||||
|
||||
Provide the core cohort query so data teams can replicate or extend the analysis:
|
||||
|
||||
```sql
|
||||
-- Retention cohort query
|
||||
SELECT
|
||||
DATE_TRUNC('month', u.created_at) AS cohort_month,
|
||||
DATE_TRUNC('month', e.event_date) AS activity_month,
|
||||
DATEDIFF('month', u.created_at, e.event_date) AS period,
|
||||
COUNT(DISTINCT e.user_id) AS retained_users,
|
||||
COUNT(DISTINCT c.user_id) AS cohort_size,
|
||||
ROUND(COUNT(DISTINCT e.user_id) * 100.0 / COUNT(DISTINCT c.user_id), 1) AS retention_rate
|
||||
FROM users u
|
||||
JOIN events e ON u.user_id = e.user_id
|
||||
JOIN (
|
||||
SELECT user_id, DATE_TRUNC('month', created_at) AS cohort_month
|
||||
FROM users
|
||||
WHERE created_at >= '[start_date]'
|
||||
) c ON u.user_id = c.user_id AND DATE_TRUNC('month', u.created_at) = c.cohort_month
|
||||
WHERE e.event_type = '[key_retention_event]'
|
||||
GROUP BY 1, 2, 3
|
||||
ORDER BY 1, 3;
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Cohort definition is unambiguous — the same user cannot appear in two cohorts
|
||||
- [ ] Retention curve shows a clear plateau, or the analysis notes that the window is too short to see one
|
||||
- [ ] LTV projection uses observed retention, not assumed
|
||||
- [ ] Behavioural segments are mutually exclusive and exhaustive
|
||||
- [ ] Recommendations are tied to specific cohort or segment findings — not generic growth advice
|
||||
- [ ] Leading indicators are observable in production data, not just in theory
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not allow the same user to appear in multiple cohorts — overlapping cohorts produce retention numbers that cannot be compared or acted upon
|
||||
- [ ] Do not assume assumed ARPU in LTV projections — use observed revenue per retained user per period, not a blended average that hides segment differences
|
||||
- [ ] Do not draw conclusions from cohorts too small to be statistically meaningful — flag minimum cohort size thresholds and note when a cohort is too small to trust
|
||||
- [ ] Do not conflate retention rate with engagement rate — a user who logs in but does not complete the key retention event is not retained by the definition used
|
||||
- [ ] Do not make recommendations without connecting them to specific cohort or segment findings — generic growth advice that could apply to any product adds no value
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Run a cohort analysis for our SaaS product"
|
||||
- "Analyse retention by acquisition month for the last 12 cohorts"
|
||||
- "What's the LTV of users who came via paid vs organic?"
|
||||
- "Build a cohort retention model showing period 0 through period 12"
|
||||
- "Segment users by behaviour and show me which group retains best"
|
||||
@@ -0,0 +1,125 @@
|
||||
# Dashboard Brief Skill
|
||||
|
||||
This skill converts a business question or monitoring need into a complete, implementation-ready dashboard specification. The output gives a data engineer or BI developer everything they need to build without a follow-up meeting.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **The business question this dashboard should answer** (e.g. "How is our activation funnel performing this week?")
|
||||
- **Primary audience** (exec / product team / operations / customer success / engineering)
|
||||
- **Refresh cadence** (real-time / hourly / daily / weekly)
|
||||
- **Data sources available** (e.g. Postgres, BigQuery, Mixpanel, Salesforce, Jira)
|
||||
- **BI tool being used** (Looker / Metabase / Tableau / Power BI / Grafana / Custom / Unknown)
|
||||
|
||||
## Output Structure
|
||||
|
||||
---
|
||||
|
||||
# Dashboard Brief: [Dashboard Name]
|
||||
|
||||
**Business Question:** [The question this dashboard answers — verbatim from inputs or refined]
|
||||
**Audience:** [Who uses this]
|
||||
**Refresh Rate:** [Real-time / Hourly / Daily / Weekly]
|
||||
**Data Sources:** [List]
|
||||
**BI Tool:** [Tool or Unknown]
|
||||
|
||||
---
|
||||
|
||||
## Section 1: Key Metrics (KPI Cards)
|
||||
|
||||
List the headline numbers that should appear at the top of the dashboard as KPI cards.
|
||||
|
||||
| Metric | Definition | Data Source | Comparison |
|
||||
|---|---|---|---|
|
||||
| [Metric name] | [How it's calculated] | [Table/source] | [vs. last week / vs. target / MoM] |
|
||||
|
||||
Aim for 3–6 KPI cards. More than 6 is noise.
|
||||
|
||||
---
|
||||
|
||||
## Section 2: Charts & Visualisations
|
||||
|
||||
For each chart, specify:
|
||||
|
||||
### Chart [N]: [Chart Title]
|
||||
|
||||
- **Chart type:** [Line / Bar / Stacked bar / Pie / Funnel / Heatmap / Table / Scatter]
|
||||
- **Why this chart type:** [One sentence — why this type suits this data]
|
||||
- **X-axis / Rows:** [Dimension — e.g. Date, User segment, Product]
|
||||
- **Y-axis / Values:** [Metric — e.g. Count of active users, Revenue]
|
||||
- **Breakdown/colour:** [Optional secondary dimension — e.g. by Plan tier, by Channel]
|
||||
- **Data source:** [Table or source]
|
||||
- **Filters:** [Any default filters applied — e.g. "Exclude internal test accounts"]
|
||||
- **Key insight to surface:** [What pattern or signal this chart should help the viewer spot]
|
||||
|
||||
---
|
||||
|
||||
## Section 3: Filters & Controls
|
||||
|
||||
Global filters available to dashboard viewers:
|
||||
|
||||
| Filter | Type | Default | Options |
|
||||
|---|---|---|---|
|
||||
| Date range | Date picker | Last 30 days | Custom |
|
||||
| [Segment filter] | Dropdown | All | [List relevant values] |
|
||||
| [Other filter] | Multi-select | All | [List relevant values] |
|
||||
|
||||
---
|
||||
|
||||
## Section 4: Layout Recommendation
|
||||
|
||||
Describe the dashboard layout in plain terms:
|
||||
|
||||
```
|
||||
[ROW 1 — KPI Cards]: [Metric 1] | [Metric 2] | [Metric 3] | [Metric 4]
|
||||
[ROW 2 — Primary chart, full width]: [Chart name]
|
||||
[ROW 3 — Two charts side by side]: [Chart A] | [Chart B]
|
||||
[ROW 4 — Supporting table, full width]: [Table name]
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Section 5: Data Requirements
|
||||
|
||||
List any data transformations, joins, or derived fields needed:
|
||||
|
||||
| Derived Field | Logic | Source Tables |
|
||||
|---|---|---|
|
||||
| [Field name] | [How it's calculated] | [Tables involved] |
|
||||
|
||||
Flag any fields that may not exist in current data infrastructure.
|
||||
|
||||
---
|
||||
|
||||
## Section 6: Access & Ownership
|
||||
|
||||
- **Dashboard owner:** [Leave for user to fill]
|
||||
- **Who can edit:** [Leave for user to fill]
|
||||
- **Who can view:** [Leave for user to fill]
|
||||
- **Review cadence:** [When should this dashboard be reviewed for relevance?]
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Every chart has a stated "key insight to surface" — not just "show the data"
|
||||
- [ ] KPI cards are 3–6 (not more)
|
||||
- [ ] Chart types are justified
|
||||
- [ ] Layout follows visual hierarchy (summary → detail)
|
||||
- [ ] Data requirements section flags any missing fields
|
||||
- [ ] Filters are practical and don't require IT to configure
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not specify metrics that the available data sources cannot actually support — always validate data availability
|
||||
- [ ] Do not include more than 8–10 primary metrics on a single dashboard — more creates noise, not insight
|
||||
- [ ] Do not skip the primary business question — a dashboard without a north-star question becomes a vanity metrics display
|
||||
- [ ] Do not choose chart types for aesthetic reasons — every chart type must match the data relationship it represents
|
||||
- [ ] Do not leave filter configurations vague — specify exact filter values, not just filter categories
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Design a dashboard to track [business process]"
|
||||
- "Give me a spec for a [team] performance dashboard"
|
||||
- "What should go on a [topic] dashboard?"
|
||||
- "Write a dashboard brief for our [metric] monitoring"
|
||||
@@ -0,0 +1,224 @@
|
||||
# Data Pipeline Spec Skill
|
||||
|
||||
This skill produces a complete data pipeline specification covering sources, transformations, destinations, scheduling, SLAs, error handling, data quality checks, and monitoring requirements. Output is ready for engineering handoff or architecture review.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Pipeline purpose** — what business question or workflow does this pipeline serve?
|
||||
- **Source systems** — where does data come from? (databases, APIs, files, event streams)
|
||||
- **Destination** — where does data land? (data warehouse, data lake, downstream DB, reporting tool)
|
||||
- **Transformation type** — ETL (transform before loading) or ELT (load raw, transform in warehouse)?
|
||||
- **Frequency / SLA** — how often must data be fresh? (real-time / hourly / daily / weekly)
|
||||
- **Volume estimate** — approximate rows/events per run
|
||||
- **Data quality requirements** — completeness, deduplication, freshness, schema enforcement
|
||||
- **Team or stack** — any specific tools in use? (Airflow, dbt, Fivetran, Spark, Kafka, etc.)
|
||||
|
||||
## Output Structure
|
||||
|
||||
---
|
||||
|
||||
# Data Pipeline Spec: [Pipeline Name]
|
||||
|
||||
**Purpose:** [One sentence — what decision or workflow does this pipeline enable?]
|
||||
**Type:** [ETL / ELT / Streaming / Batch]
|
||||
**Owner:** [Team or individual]
|
||||
**Version:** [1.0]
|
||||
**Date:** [Date]
|
||||
**Status:** [Draft / Under Review / Approved]
|
||||
|
||||
---
|
||||
|
||||
## 1. Overview
|
||||
|
||||
[2–3 sentences describing the pipeline end-to-end: what data moves, from where to where, at what cadence, and why.]
|
||||
|
||||
**Architecture diagram (text):**
|
||||
|
||||
```
|
||||
[Source A] ──┐
|
||||
[Source B] ──┤──► [Ingestion Layer] ──► [Transform Layer] ──► [Destination] ──► [Consumers]
|
||||
[Source C] ──┘
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 2. Sources
|
||||
|
||||
| Source | System | Connection type | Data format | Update pattern | Volume |
|
||||
|---|---|---|---|---|---|
|
||||
| [Source 1] | [PostgreSQL / Salesforce / S3 / Kafka] | [JDBC / REST API / SDK / Webhook] | [JSON / CSV / Parquet / CDC] | [Append / Full refresh / Incremental] | [X rows/day] |
|
||||
| [Source 2] | [...] | [...] | [...] | [...] | [...] |
|
||||
|
||||
**Incremental key (if applicable):** [The column used to identify new or changed records — e.g. `updated_at`, `event_id`]
|
||||
|
||||
**Authentication:** [API key / OAuth / IAM role / connection string — note where credentials are stored]
|
||||
|
||||
---
|
||||
|
||||
## 3. Ingestion Layer
|
||||
|
||||
**Tool:** [Fivetran / Airbyte / Kafka Connect / custom script / dbt source]
|
||||
|
||||
**Ingestion method:**
|
||||
- [ ] Full extract (full table refresh each run)
|
||||
- [ ] Incremental extract (only new/changed rows since last run)
|
||||
- [ ] CDC (change data capture from database transaction log)
|
||||
- [ ] Event streaming (continuous ingestion from Kafka/Kinesis)
|
||||
|
||||
**Raw landing zone:** [Where raw data lands before transformation — e.g. `raw.salesforce_opportunities` in Snowflake, S3 bucket `s3://data-raw/crm/`]
|
||||
|
||||
**Schema handling:** [Strict schema enforcement / Schema evolution allowed / Union schema]
|
||||
|
||||
---
|
||||
|
||||
## 4. Transformation Logic
|
||||
|
||||
List each transformation in execution order. For ELT pipelines, this is the dbt model or SQL layer.
|
||||
|
||||
| Step | Name | Description | Input | Output | Tool |
|
||||
|---|---|---|---|---|---|
|
||||
| 1 | [Deduplicate events] | [Remove duplicate event rows based on event_id] | `raw.events` | `staging.events_deduped` | [dbt / SQL / Spark] |
|
||||
| 2 | [Join user profile] | [Enrich events with user attributes from CRM] | `staging.events_deduped`, `raw.users` | `staging.events_enriched` | [...] |
|
||||
| 3 | [Aggregate to daily] | [Roll up to user×day grain] | `staging.events_enriched` | `mart.user_daily_activity` | [...] |
|
||||
|
||||
**Business logic rules:**
|
||||
- [e.g. Revenue is recognised on `payment_confirmed_at`, not `payment_initiated_at`]
|
||||
- [e.g. Users in the `internal@company.com` domain are excluded from all metrics]
|
||||
- [e.g. Currency conversion uses the ECB rate from the first business day of each month]
|
||||
|
||||
**Slowly Changing Dimensions (SCD) — if applicable:**
|
||||
- [e.g. `users.plan_tier` is SCD Type 2 — keep history of plan changes with `valid_from` / `valid_to`]
|
||||
|
||||
---
|
||||
|
||||
## 5. Destination
|
||||
|
||||
| Destination | System | Schema / Table | Write mode | Consumers |
|
||||
|---|---|---|---|---|
|
||||
| [Primary] | [Snowflake / BigQuery / Redshift / PostgreSQL] | [`analytics.mart_user_activity`] | [Append / Upsert / Full replace] | [Looker / Metabase / downstream pipeline] |
|
||||
| [Secondary] | [...] | [...] | [...] | [...] |
|
||||
|
||||
**Partitioning / Clustering:** [e.g. Partitioned by `event_date`, clustered by `user_id` — reduces query cost for time-range scans]
|
||||
|
||||
**Retention policy:** [e.g. Raw data retained for 90 days; mart tables retained indefinitely]
|
||||
|
||||
---
|
||||
|
||||
## 6. Scheduling & SLAs
|
||||
|
||||
| SLA | Target | Breach action |
|
||||
|---|---|---|
|
||||
| **Data freshness** | [Data must be ≤ X hours old by HH:MM UTC] | [Page on-call / alert Slack channel] |
|
||||
| **Pipeline completion** | [Must complete within X minutes of trigger] | [Alert and auto-retry] |
|
||||
| **Availability** | [Pipeline must run successfully X% of days per month] | [Incident review] |
|
||||
|
||||
**Schedule:** [Cron expression and human description — e.g. `0 6 * * *` — daily at 06:00 UTC]
|
||||
|
||||
**Trigger type:**
|
||||
- [ ] Time-based (cron)
|
||||
- [ ] Event-based (triggered by upstream pipeline success / file arrival / Kafka lag)
|
||||
- [ ] Manual (ad hoc runs only)
|
||||
|
||||
**Backfill strategy:** [How to reprocess historical data if the pipeline fails or logic changes — e.g. parameterised date range, full drop-and-reload]
|
||||
|
||||
---
|
||||
|
||||
## 7. Data Quality Rules
|
||||
|
||||
| Check | Table | Rule | Failure action |
|
||||
|---|---|---|---|
|
||||
| Completeness | `staging.events` | `event_id IS NOT NULL` — 100% of rows | Block load / Alert |
|
||||
| Uniqueness | `mart.user_daily_activity` | `(user_id, date)` must be unique | Block load |
|
||||
| Freshness | `mart.user_daily_activity` | `max(event_date) >= CURRENT_DATE - 1` | Alert |
|
||||
| Volume | `staging.events` | Row count within ±20% of 7-day average | Alert |
|
||||
| Referential integrity | `staging.events` | All `user_id` values exist in `users` table | Alert |
|
||||
|
||||
**DQ tool:** [dbt tests / Great Expectations / Monte Carlo / custom SQL assertions]
|
||||
|
||||
---
|
||||
|
||||
## 8. Error Handling & Recovery
|
||||
|
||||
**Retry policy:** [e.g. 3 retries with exponential back-off: 5 min, 20 min, 60 min]
|
||||
|
||||
**Failure modes and responses:**
|
||||
|
||||
| Failure | Detection | Response | Owner |
|
||||
|---|---|---|---|
|
||||
| Source unavailable | HTTP 5xx / connection timeout | Retry 3×, then alert and skip run | Data engineering |
|
||||
| Schema change in source | Column missing or type mismatch | Block load, alert schema owner | Data owner + engineering |
|
||||
| DQ check fails | dbt test failure / assertion error | Block load for P1 checks; alert for P2 | Data engineering |
|
||||
| Partial load | Row count < expected threshold | Alert; do not publish to consumers until resolved | Data engineering |
|
||||
|
||||
**Dead-letter queue:** [Where failed records are routed for manual inspection — e.g. `raw.dlq_events`]
|
||||
|
||||
---
|
||||
|
||||
## 9. Monitoring & Observability
|
||||
|
||||
**Metrics to track:**
|
||||
- Pipeline run duration (p50, p95)
|
||||
- Rows processed per run
|
||||
- DQ check pass rate
|
||||
- Source freshness lag
|
||||
- Error rate per source
|
||||
|
||||
**Alerting:**
|
||||
- [Slack channel: #data-alerts]
|
||||
- [PagerDuty: data-on-call escalation for P1 SLA breaches]
|
||||
- [Dashboard: [link to monitoring dashboard]]
|
||||
|
||||
**Logging:** [What gets logged and where — e.g. Airflow task logs to CloudWatch, structured JSON to data lake]
|
||||
|
||||
---
|
||||
|
||||
## 10. Dependencies & Sequencing
|
||||
|
||||
**Upstream dependencies:** [Which pipelines or data sources must succeed before this pipeline runs?]
|
||||
|
||||
**Downstream dependents:** [Which dashboards, pipelines, or models depend on this pipeline's output?]
|
||||
|
||||
```
|
||||
[upstream pipeline A] ──► THIS PIPELINE ──► [downstream dashboard B]
|
||||
└──► [downstream pipeline C]
|
||||
```
|
||||
|
||||
**Coordination mechanism:** [Airflow DAG dependency / dbt ref() / event trigger / manual gate]
|
||||
|
||||
---
|
||||
|
||||
## 11. Security & Compliance
|
||||
|
||||
- **PII fields:** [List columns containing PII — e.g. `email`, `ip_address`, `name`]
|
||||
- **Masking / Pseudonymisation:** [e.g. email hashed with SHA-256 before landing in mart layer]
|
||||
- **Access control:** [Who can query the destination tables? — e.g. Role-based access in Snowflake]
|
||||
- **Data residency:** [Which regions is data permitted to transit and rest in?]
|
||||
- **Audit trail:** [Is pipeline execution auditable for compliance purposes? Where are logs retained?]
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Every source has an incremental key or full-refresh justification
|
||||
- [ ] Business logic rules are documented, not just the SQL
|
||||
- [ ] SLAs are agreed with consumers, not set unilaterally by engineering
|
||||
- [ ] DQ checks cover completeness, uniqueness, freshness, and volume
|
||||
- [ ] Failure modes include a documented recovery owner
|
||||
- [ ] PII fields are identified and a treatment plan is specified
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not spec a pipeline without defining SLAs — "as fast as possible" is not an acceptable freshness target
|
||||
- [ ] Do not omit error handling and dead-letter queue strategy — every pipeline must specify what happens to failed records
|
||||
- [ ] Do not design idempotent loads without documenting the deduplication key — assume reruns will happen
|
||||
- [ ] Do not leave data quality rules implicit — schema validation, null checks, and referential integrity must be explicit
|
||||
- [ ] Do not ignore schema evolution — specify how upstream schema changes are detected and handled
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Design a data pipeline for our Salesforce to Snowflake sync"
|
||||
- "Write a pipeline spec for ingesting Stripe events into our data warehouse"
|
||||
- "Build an ETL spec for our user activity data"
|
||||
- "Document our dbt pipeline from raw events to the analytics mart"
|
||||
- "Spec out the pipeline that feeds the executive dashboard"
|
||||
@@ -0,0 +1,106 @@
|
||||
# Metrics Framework Skill
|
||||
|
||||
This skill builds a complete metrics framework tailored to a product or business. It connects the North Star metric to actionable leading indicators, making it clear which metrics to track, which to optimise, and how they relate to each other.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Product or business description** (one paragraph is enough)
|
||||
- **Business model** (SaaS / Marketplace / E-commerce / Consumer app / B2B / Other)
|
||||
- **Stage** (Pre-PMF / Growth / Scale / Mature)
|
||||
- **Framework preference** (if they have one): North Star + Metric Tree / AARRR / HEART / OKRs / Custom
|
||||
- **Primary goal this quarter** (e.g. grow activation, reduce churn, increase revenue)
|
||||
|
||||
If no framework preference is given, recommend the best fit based on stage and business model.
|
||||
|
||||
## Output Structure
|
||||
|
||||
### 1. Framework Recommendation (if not specified)
|
||||
|
||||
Explain in 2–3 sentences why you're recommending this framework for their context.
|
||||
|
||||
---
|
||||
|
||||
### 2. North Star Metric
|
||||
|
||||
**[Metric Name]:** [Definition — exactly what is measured and how]
|
||||
|
||||
**Why this is the right North Star for this business:**
|
||||
[2–3 sentences. It should reflect customer value delivered, not just revenue or activity. Explain what behaviour it captures and why maximising it correlates with long-term business health.]
|
||||
|
||||
**How to measure it:** [Formula or data source]
|
||||
**Current baseline:** [Leave as [ADD BASELINE] for user to fill]
|
||||
**Target:** [Leave as [ADD TARGET] for user to fill]
|
||||
|
||||
---
|
||||
|
||||
### 3. Metric Tree
|
||||
|
||||
Show how supporting metrics roll up to the North Star. Format as a hierarchy:
|
||||
|
||||
```
|
||||
[North Star Metric]
|
||||
├── [Driver 1: e.g. Acquisition]
|
||||
│ ├── [L2 metric: e.g. Organic signups / week]
|
||||
│ └── [L2 metric: e.g. Paid CAC by channel]
|
||||
├── [Driver 2: e.g. Activation]
|
||||
│ ├── [L2 metric: e.g. % users completing onboarding within 7 days]
|
||||
│ └── [L2 metric: e.g. Time to first value action]
|
||||
└── [Driver 3: e.g. Retention]
|
||||
├── [L2 metric: e.g. Day 30 retention rate]
|
||||
└── [L2 metric: e.g. Feature adoption depth]
|
||||
```
|
||||
|
||||
For each L2 metric, provide:
|
||||
- **Definition:** [What exactly is measured]
|
||||
- **Why it matters:** [How it connects to the North Star]
|
||||
- **Leading or lagging?** [Leading = predictive / Lagging = outcome]
|
||||
- **How to measure:** [Data source or calculation]
|
||||
|
||||
---
|
||||
|
||||
### 4. Counter-Metrics
|
||||
|
||||
[2–3 metrics to watch that prevent optimising the North Star in ways that damage the business. E.g. "If we optimise for signups, we need to watch spam account rate. If we optimise for engagement, we need to watch support ticket volume."]
|
||||
|
||||
---
|
||||
|
||||
### 5. Dashboard Recommendation
|
||||
|
||||
Suggest a 3-tier dashboard structure:
|
||||
- **Exec view (weekly):** [3–5 metrics — outcomes only]
|
||||
- **Team view (daily):** [7–10 metrics — leading indicators + outputs]
|
||||
- **Diagnostic view (on demand):** [Metrics to drill into when something looks wrong]
|
||||
|
||||
---
|
||||
|
||||
### 6. Metric Health Check Questions
|
||||
|
||||
[5 questions the team should ask in their weekly metrics review to turn numbers into insights. e.g. "Is our activation rate improving while retention stays flat? That suggests onboarding quality issue, not a product-market fit problem."]
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] North Star reflects customer value, not just business activity
|
||||
- [ ] Metric tree has 3–4 distinct drivers (not all one category)
|
||||
- [ ] Each L2 metric is classified as leading or lagging
|
||||
- [ ] Counter-metrics are included to prevent perverse incentives
|
||||
- [ ] Dashboard tiers are tailored to the product stage
|
||||
- [ ] All metric definitions are unambiguous (formula or clear description)
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not set a North Star metric that measures business activity (revenue, pageviews) rather than customer value delivered — this creates incentives misaligned with product quality
|
||||
- [ ] Do not define metrics without specifying the formula or data source — an ambiguous metric will be measured differently by different people
|
||||
- [ ] Do not skip counter-metrics — optimising any single metric without a guard rail will eventually produce perverse incentives
|
||||
- [ ] Do not include more than 4–5 metrics in a daily team view — a dashboard with 20 metrics is a dashboard nobody looks at
|
||||
- [ ] Do not classify all metrics as "leading" — be honest about which are lagging outcome metrics and which genuinely predict future outcomes
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Build a metrics framework for [product]"
|
||||
- "What should our North Star metric be?"
|
||||
- "Create a KPI tree for [business]"
|
||||
- "Give me an AARRR breakdown for [product]"
|
||||
- "What metrics should our [team type] team track?"
|
||||
@@ -0,0 +1,138 @@
|
||||
# SQL Query Explainer Skill
|
||||
|
||||
This skill explains SQL queries in plain language, identifies optimisation opportunities, and helps communicate data logic to non-technical stakeholders. It also writes and documents new queries from natural language descriptions.
|
||||
|
||||
## Modes
|
||||
|
||||
Detect which mode the user needs based on their request:
|
||||
|
||||
1. **Explain** — Translate existing SQL into plain English
|
||||
2. **Optimise** — Review SQL for performance issues and suggest improvements
|
||||
3. **Write** — Generate SQL from a natural language description
|
||||
4. **Document** — Produce a data dictionary or query documentation
|
||||
|
||||
---
|
||||
|
||||
## Mode 1: Explain
|
||||
|
||||
When given a SQL query, produce:
|
||||
|
||||
### Plain English Summary
|
||||
[1–3 sentences. What does this query do? What data does it return? Write as if explaining to a business analyst, not a developer.]
|
||||
|
||||
### Step-by-Step Walkthrough
|
||||
|
||||
Break the query into logical sections. For each section:
|
||||
- Quote the SQL clause
|
||||
- Explain what it does in plain English
|
||||
- Flag any complexity (e.g. window functions, subqueries, CTEs)
|
||||
|
||||
### What the Result Looks Like
|
||||
|
||||
[Describe the shape of the output: "Returns one row per user, with columns for X, Y, Z. Ordered by [field] descending."]
|
||||
|
||||
### Potential Issues to Flag
|
||||
|
||||
- [Gotchas, edge cases, or implicit assumptions in this query]
|
||||
- [e.g. "This will include NULLs in the user_id column if the LEFT JOIN finds no match"]
|
||||
|
||||
---
|
||||
|
||||
## Mode 2: Optimise
|
||||
|
||||
When asked to optimise a query, produce:
|
||||
|
||||
### Performance Assessment
|
||||
|
||||
Rate overall: 🟢 Well-optimised / 🟡 Some improvements possible / 🔴 Significant issues
|
||||
|
||||
### Issues Found
|
||||
|
||||
For each issue:
|
||||
|
||||
**Issue [N]: [Short name, e.g. "Missing index on join column"]**
|
||||
- **What it is:** [Plain explanation]
|
||||
- **Why it matters:** [Performance impact — e.g. "Full table scan on a 10M row table"]
|
||||
- **Fix:**
|
||||
```sql
|
||||
-- Before
|
||||
[original snippet]
|
||||
|
||||
-- After
|
||||
[improved snippet]
|
||||
```
|
||||
- **Expected improvement:** [Estimate if possible]
|
||||
|
||||
### Optimisation Checklist
|
||||
|
||||
- [ ] SELECT * used? (Replace with specific columns)
|
||||
- [ ] Implicit type conversions on JOIN/WHERE columns?
|
||||
- [ ] Missing indexes on JOIN or WHERE columns?
|
||||
- [ ] N+1 patterns (queries inside loops)?
|
||||
- [ ] DISTINCT used where GROUP BY would be faster?
|
||||
- [ ] Window functions used where a subquery would be clearer/faster?
|
||||
- [ ] CTEs re-used or materialised unnecessarily?
|
||||
- [ ] Large IN() lists that could use a JOIN instead?
|
||||
|
||||
---
|
||||
|
||||
## Mode 3: Write
|
||||
|
||||
When given a natural language description, generate the SQL query and then explain it using Mode 1.
|
||||
|
||||
Ask the user to confirm:
|
||||
- **Database/dialect** (PostgreSQL / MySQL / BigQuery / Snowflake / SQLite / Standard SQL)
|
||||
- **Table and column names** (if known; otherwise use descriptive placeholder names like `users`, `orders`, `user_id`)
|
||||
- **Any filters, sorting, or aggregation requirements**
|
||||
|
||||
Produce:
|
||||
1. The SQL query with inline comments
|
||||
2. Plain English explanation (Mode 1 format)
|
||||
|
||||
---
|
||||
|
||||
## Mode 4: Document
|
||||
|
||||
When asked to create documentation for a query or table:
|
||||
|
||||
### Query Documentation
|
||||
|
||||
```
|
||||
Query: [Name]
|
||||
Purpose: [One sentence — what business question this answers]
|
||||
Author: [If provided]
|
||||
Last reviewed: [If provided]
|
||||
|
||||
Inputs:
|
||||
- Table: [table_name] — [what it contains]
|
||||
- Filter: [any WHERE conditions and their business meaning]
|
||||
|
||||
Output columns:
|
||||
| Column | Type | Description |
|
||||
|--------|------|-------------|
|
||||
| [name] | [type] | [plain English description] |
|
||||
|
||||
Assumptions:
|
||||
- [Any implicit assumptions the query makes]
|
||||
|
||||
Known limitations:
|
||||
- [Edge cases not handled, data quality dependencies, etc.]
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Plain English explanation avoids SQL jargon
|
||||
- [ ] Optimisation suggestions include before/after SQL
|
||||
- [ ] Written queries include inline comments
|
||||
- [ ] Output shape is described (columns, row grain, ordering)
|
||||
- [ ] Dialect-specific syntax is flagged when non-standard
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Explain this SQL query: [paste query]"
|
||||
- "Optimise this slow query: [paste query]"
|
||||
- "Write a SQL query that [natural language description]"
|
||||
- "Document this query for my non-technical stakeholders"
|
||||
- "Why is this query returning unexpected results?"
|
||||
@@ -0,0 +1,116 @@
|
||||
# A/B Test Planner Skill
|
||||
|
||||
Design experiments that produce trustworthy results — not just directional signals. Every test output includes hypothesis, success metrics, sample size, duration, and a results interpretation guide.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **What is being tested** (feature, UI change, copy, pricing, onboarding step)
|
||||
- **Hypothesis** (or ask to help formulate one)
|
||||
- **Primary metric** (conversion rate, click-through, completion rate, etc.)
|
||||
- **Baseline rate** and **minimum detectable effect** (MDE)
|
||||
- **Daily eligible users** (to calculate duration)
|
||||
|
||||
## Experiment Design Checklist
|
||||
|
||||
Before running any test, confirm:
|
||||
- [ ] Clear hypothesis with predicted direction
|
||||
- [ ] Single primary metric (plus up to 2 guardrail metrics)
|
||||
- [ ] Minimum detectable effect (MDE) defined
|
||||
- [ ] Sample size calculated
|
||||
- [ ] Test duration estimated
|
||||
- [ ] Segment isolated (no overlap with other running tests)
|
||||
- [ ] Rollback plan defined
|
||||
|
||||
## Hypothesis Template
|
||||
|
||||
> "We believe that [change] will cause [primary metric] to [increase/decrease] by [X%] for [user segment], because [rationale based on data or insight]."
|
||||
|
||||
Never run a test without a directional hypothesis. "Let's just see what happens" is not a hypothesis.
|
||||
|
||||
## Sample Size Calculator Logic
|
||||
|
||||
Use this formula (provide the output, not the formula, to the user):
|
||||
|
||||
- **Baseline conversion rate:** Current rate of primary metric
|
||||
- **MDE:** Smallest change worth detecting (recommend 10–20% relative lift for most features)
|
||||
- **Statistical power:** 80% (standard)
|
||||
- **Significance level:** 95% (p < 0.05)
|
||||
|
||||
For common scenarios, provide pre-calculated estimates:
|
||||
|
||||
| Baseline Rate | MDE (Relative) | Required Sample per Variant |
|
||||
|---|---|---|
|
||||
| 5% | 20% | ~19,000 |
|
||||
| 10% | 15% | ~14,000 |
|
||||
| 20% | 10% | ~15,000 |
|
||||
| 40% | 10% | ~9,500 |
|
||||
| 60% | 5% | ~42,000 |
|
||||
|
||||
Always warn: "These are estimates. Use a tool like Evan Miller's calculator or Statsig for precision."
|
||||
|
||||
## Test Duration Guidance
|
||||
|
||||
Minimum: 2 full weeks (to capture weekly seasonality)
|
||||
Maximum: 4 weeks (novelty effect distorts results beyond this)
|
||||
|
||||
`Duration = Required sample ÷ (Daily traffic × % exposed)`
|
||||
|
||||
Flag if traffic is too low to reach significance in under 8 weeks — recommend a different approach (e.g., holdout test, qualitative research).
|
||||
|
||||
## Output Format
|
||||
|
||||
### A/B Test Plan — [Test Name] — [Date]
|
||||
|
||||
**Hypothesis:**
|
||||
> [Filled hypothesis template]
|
||||
|
||||
**Variants:**
|
||||
- Control (A): [Current experience]
|
||||
- Treatment (B): [Changed experience — be specific]
|
||||
|
||||
**Primary Metric:** [Metric name + how measured]
|
||||
**Guardrail Metrics:** [Metrics that must not degrade]
|
||||
|
||||
**Target Segment:** [Who sees the test — % of traffic, user type]
|
||||
**Traffic Split:** [50/50 recommended unless ramp-up needed]
|
||||
|
||||
**Sample Size Required:** ~[N] users per variant
|
||||
**Estimated Duration:** [X] weeks (based on [Y] daily eligible users)
|
||||
**Significance Threshold:** 95% confidence, 80% power
|
||||
|
||||
**Exclusions:** [Any user segments to exclude and why]
|
||||
|
||||
**Rollback Trigger:** If [guardrail metric] degrades by [X%], stop the test immediately.
|
||||
|
||||
**Results Interpretation Guide:**
|
||||
- ✅ Ship if: Treatment shows [X%]+ lift on primary metric at 95% confidence AND guardrail metrics are stable
|
||||
- 🔄 Iterate if: Direction is positive but not significant — consider extending or redesigning
|
||||
- ❌ Reject if: No lift or negative direction at significance
|
||||
- ⚠️ Inconclusive: Do not ship. Do not call it a win.
|
||||
|
||||
---
|
||||
|
||||
## Guidelines
|
||||
|
||||
- Always recommend against peeking at results before the test reaches planned sample size — explain p-hacking risk
|
||||
- If user wants to test multiple variants, explain the multiple comparisons problem and recommend a Bonferroni correction or a Bayesian approach
|
||||
- If traffic is very low (<1,000 users/day), recommend qualitative alternatives: moderated testing, 5-second tests, or user interviews
|
||||
- Never approve a test with no guardrail metrics — always protect revenue, retention, or core engagement
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not run a test without a directional hypothesis — "let's see what happens" produces uninterpretable results
|
||||
- [ ] Do not declare a winner before reaching the pre-planned sample size — peeking at results inflates false positive rates
|
||||
- [ ] Do not test multiple independent changes in a single variant — you won't know which change caused the result
|
||||
- [ ] Do not use engagement metrics (clicks, time-on-page) as the primary metric when the goal is revenue or retention — proxy metrics mislead
|
||||
- [ ] Do not ignore guardrail metrics — a conversion lift that causes a support ticket spike is not a win
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Hypothesis is directional (predicts a specific direction and magnitude, not "let's see")
|
||||
- [ ] Primary metric is singular (guardrail metrics are secondary)
|
||||
- [ ] Sample size is calculated from actual MDE and baseline (not guessed)
|
||||
- [ ] Test duration accounts for weekly seasonality (minimum 2 weeks)
|
||||
- [ ] Guardrail metrics are defined (at least one to protect revenue or core engagement)
|
||||
- [ ] Rollback trigger is specified with a concrete threshold
|
||||
@@ -0,0 +1,136 @@
|
||||
# Go-to-Market Planner Skill
|
||||
|
||||
Produce a complete, cross-functional GTM plan that aligns product, marketing, sales, and support around a single launch — with clear owners, timelines, and success metrics.
|
||||
|
||||
## Launch Tier Framework
|
||||
|
||||
Before planning, classify the launch:
|
||||
|
||||
| Tier | Scope | Typical Effort | Examples |
|
||||
|---|---|---|---|
|
||||
| **Tier 1 — Major Launch** | New product / significant platform change | 8–12 weeks | New pricing model, platform rebrand, new product line |
|
||||
| **Tier 2 — Feature Launch** | Significant new capability | 4–6 weeks | Major feature, API release, new integration |
|
||||
| **Tier 3 — Incremental Release** | Improvement, bug fix, minor feature | 1–2 weeks | UI tweak, performance improvement, small enhancement |
|
||||
|
||||
Always confirm tier with the user before proceeding.
|
||||
|
||||
---
|
||||
|
||||
## GTM Plan Output Format
|
||||
|
||||
### GTM Plan — [Product/Feature Name] — [Launch Date]
|
||||
|
||||
**Launch Tier:** [1 / 2 / 3]
|
||||
**Launch Owner (PM):** [Name]
|
||||
**Target Launch Date:** [Date]
|
||||
**Soft Launch Date (Beta/Limited):** [Date, if applicable]
|
||||
|
||||
---
|
||||
|
||||
### 1. What We're Launching
|
||||
**One-line description:** [What it is, for whom, and why now]
|
||||
**Key customer problem solved:** [Specific pain point]
|
||||
**Key differentiator:** [Why ours, why now]
|
||||
|
||||
---
|
||||
|
||||
### 2. Target Audience
|
||||
**Primary segment:** [Who benefits most — be specific]
|
||||
**Secondary segment:** [Who else benefits]
|
||||
**Not for:** [Who this is NOT for — helps sales and support]
|
||||
|
||||
---
|
||||
|
||||
### 3. Messaging
|
||||
|
||||
**Headline:** [Customer-facing headline — lead with outcome, not feature]
|
||||
**Sub-headline:** [Supporting context — how it works or why it matters]
|
||||
**3 key messages:**
|
||||
1. [Problem solved]
|
||||
2. [How it works / what's new]
|
||||
3. [Proof / social proof / data]
|
||||
|
||||
**Elevator pitch (30 seconds):**
|
||||
> [For [target user] who [has this problem], [product/feature] is a [category] that [key benefit]. Unlike [alternative], we [differentiator].]
|
||||
|
||||
---
|
||||
|
||||
### 4. Launch Activities by Function
|
||||
|
||||
| Function | Activity | Owner | Due Date | Status |
|
||||
|---|---|---|---|---|
|
||||
| Product | Feature flagging / rollout plan | PM | [date] | |
|
||||
| Marketing | Blog post / landing page | Marketing | [date] | |
|
||||
| Marketing | Email campaign to existing users | Marketing | [date] | |
|
||||
| Marketing | Social media content | Marketing | [date] | |
|
||||
| Sales | Sales enablement deck | PM + Sales | [date] | |
|
||||
| Sales | FAQ for sales team | PM | [date] | |
|
||||
| Support | Help centre articles | Support | [date] | |
|
||||
| Support | Support team training | Support | [date] | |
|
||||
| Engineering | Monitoring/alerting in place | Eng | [date] | |
|
||||
|
||||
---
|
||||
|
||||
### 5. Success Metrics
|
||||
|
||||
| Metric | Baseline | Target | Measurement Window |
|
||||
|---|---|---|---|
|
||||
| [Adoption metric] | [X] | [Y] | 30 days post-launch |
|
||||
| [Engagement metric] | [X] | [Y] | 60 days post-launch |
|
||||
| [Business metric] | [X] | [Y] | 90 days post-launch |
|
||||
|
||||
---
|
||||
|
||||
### 6. Risks & Contingencies
|
||||
|
||||
| Risk | Likelihood | Impact | Mitigation |
|
||||
|---|---|---|---|
|
||||
| [Risk] | H/M/L | H/M/L | [Action if it happens] |
|
||||
|
||||
---
|
||||
|
||||
### 7. Launch Day Checklist
|
||||
- [ ] Feature live for [X%] of users
|
||||
- [ ] Monitoring dashboard active
|
||||
- [ ] Support team briefed
|
||||
- [ ] Blog post published
|
||||
- [ ] Email sent / scheduled
|
||||
- [ ] Sales team notified
|
||||
- [ ] Executive announcement sent (if Tier 1)
|
||||
- [ ] Rollback procedure confirmed
|
||||
|
||||
---
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Product or feature name**
|
||||
- **Target launch date**
|
||||
- **Launch tier** (Tier 1 / 2 / 3 — or describe scope and the skill will classify)
|
||||
- **Target audience** (who benefits and who it's NOT for)
|
||||
- **Key message** (what's the headline outcome for the customer)
|
||||
- **PM and launch owner**
|
||||
|
||||
## Guidelines
|
||||
|
||||
- Never plan a Tier 1 launch without at least 8 weeks of lead time
|
||||
- Always include a "Not for" section — it prevents misdirected sales and support tickets
|
||||
- Recommend a soft launch to 5–10% of users before full rollout for any Tier 1 or 2 launch
|
||||
- Post-launch retrospective should be scheduled at launch planning time — don't leave it to chance
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Launch tier is confirmed and appropriate for scope
|
||||
- [ ] "Not for" section is included to prevent misdirected sales and support
|
||||
- [ ] Every function has at least one activity with a named owner and due date
|
||||
- [ ] Success metrics include a measurement window (30/60/90 days)
|
||||
- [ ] Rollback procedure is confirmed for Tier 1 and 2 launches
|
||||
- [ ] Post-launch retrospective is scheduled
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not build a Tier 1 GTM plan for an incremental feature update — tier the launch appropriately before planning
|
||||
- [ ] Do not create activity lists without named owners and due dates — unowned tasks do not get done
|
||||
- [ ] Do not skip the rollback procedure for Tier 1 and 2 launches — every significant launch must have an abort plan
|
||||
- [ ] Do not treat marketing and engineering as separate tracks — cross-functional coordination is the whole point of a GTM plan
|
||||
- [ ] Do not set success metrics without a defined measurement window — "increase signups" is not a measurable target
|
||||
@@ -0,0 +1,85 @@
|
||||
# Launch Readiness Skill
|
||||
|
||||
Ensure nothing falls through the cracks before launch by systematically checking readiness across every function — and producing a clear, evidenced go/no-go recommendation.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Launch name and target date**
|
||||
- **Launch tier** (Tier 1 = major launch / Tier 2 = significant feature / Tier 3 = incremental update)
|
||||
- **Completed checklist items or self-assessment** (even partial is fine — we'll surface gaps)
|
||||
- **Team and role names** (to assign owners to blockers)
|
||||
|
||||
## Readiness Checklist by Function
|
||||
|
||||
### Product & Engineering
|
||||
- [ ] Feature complete against launch spec
|
||||
- [ ] Performance benchmarks met
|
||||
- [ ] Accessibility standards checked
|
||||
- [ ] Edge cases documented and handled
|
||||
- [ ] Rollback plan defined and tested
|
||||
|
||||
### Marketing & Comms
|
||||
- [ ] Launch messaging approved
|
||||
- [ ] Blog post / press release drafted
|
||||
- [ ] Social content prepared
|
||||
- [ ] Email campaigns scheduled
|
||||
- [ ] Landing page live and tested
|
||||
|
||||
### Support & Success
|
||||
- [ ] Support team trained on new feature
|
||||
- [ ] FAQ and help docs published
|
||||
- [ ] Escalation path defined for launch issues
|
||||
- [ ] Customer success briefed (if enterprise)
|
||||
|
||||
### Sales & Partnerships
|
||||
- [ ] Sales enablement materials ready
|
||||
- [ ] Pricing confirmed and communicated
|
||||
- [ ] Partner comms sent (if applicable)
|
||||
|
||||
### Data & Analytics
|
||||
- [ ] Tracking events implemented and verified
|
||||
- [ ] Launch metrics dashboard live
|
||||
- [ ] Baseline metrics captured pre-launch
|
||||
|
||||
## Process
|
||||
1. Review provided launch brief and checklist responses
|
||||
2. Flag any incomplete items as blockers (must fix) or risks (monitor)
|
||||
3. Assess overall readiness and produce go/no-go recommendation with rationale
|
||||
4. If no-go, specify exactly what must be completed and by when
|
||||
5. **Validate** — Confirm every blocker has a named owner and resolution deadline, and that the rollback plan is tested (not just documented)
|
||||
|
||||
## Output Structure
|
||||
|
||||
### Launch Readiness Assessment: [Feature/Product Name]
|
||||
**Launch Date:** [date]
|
||||
**Launch Tier:** [1 / 2 / 3]
|
||||
**Overall Status:** ✅ Go / ⚠️ Conditional Go / 🛑 No-Go
|
||||
|
||||
**Blockers (must resolve before launch):**
|
||||
- [item + owner + resolution required by]
|
||||
|
||||
**Risks (monitor closely):**
|
||||
- [item + mitigation plan]
|
||||
|
||||
**Ready Areas:**
|
||||
- [function]: ✅ Ready
|
||||
|
||||
**Recommendation:**
|
||||
[Clear go/no-go with rationale — 3-5 sentences]
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Every blocker has a specific owner (not "the team") and a deadline
|
||||
- [ ] Rollback plan is explicitly tested, not just written
|
||||
- [ ] Analytics events are verified in staging, not just implemented
|
||||
- [ ] Go/No-Go decision has a named decision-maker and a cut-off time
|
||||
- [ ] At least one post-launch monitoring check is scheduled (e.g., T+2hr, T+24hr)
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not mark a function as "Ready" without evidence — green status must be backed by a completed checklist item, not an assumption
|
||||
- [ ] Do not issue a Conditional Go without specifying exactly what conditions must be met and by when — vague conditions are not conditions
|
||||
- [ ] Do not treat the rollback plan as complete unless it has been tested in staging, not just documented
|
||||
- [ ] Do not assign blockers to "the team" — every blocker must have a single named owner or it will not be resolved before launch
|
||||
- [ ] Do not skip the analytics verification step — unverified tracking events mean the launch will be invisible and cannot be evaluated
|
||||
@@ -0,0 +1,96 @@
|
||||
# PPTX Slide Auditor Skill
|
||||
|
||||
Runs a systematic visual and structural audit of a PowerPoint presentation — identifying layout issues, text overflow, inconsistent styling, weak visual hierarchy, and slides that will cause problems in a presentation setting. Built to leverage Opus 4.7 vision improvements for pixel-level layout analysis.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **The deck** (upload the .pptx file or individual slide screenshots)
|
||||
- **Audience** (internal team / executive / external client / conference / investor)
|
||||
- **Presentation mode** (presented live / sent to read / shared async on video)
|
||||
- **Areas of concern** (optional — e.g. "I think slide 12 is overcrowded")
|
||||
|
||||
## Output Structure
|
||||
|
||||
### 1. Deck Overview
|
||||
| Metric | Result |
|
||||
|---|---|
|
||||
| Total slides | N |
|
||||
| Overall status | Ready / Minor fixes needed / Major revisions required |
|
||||
| Readability score | /10 |
|
||||
| Visual consistency score | /10 |
|
||||
| Most common issue | [Pattern observed across multiple slides] |
|
||||
|
||||
### 2. Slide-by-Slide Audit
|
||||
|
||||
For each slide with issues:
|
||||
|
||||
**Slide N: [Slide title]**
|
||||
- Status: Ready / Fix before sending / Major revision
|
||||
- Issues found:
|
||||
- [Specific issue with exact location — e.g. "Body text extends beyond the text frame on the right side"]
|
||||
- [Issue 2]
|
||||
- Suggested fix: [Specific action — move element, reduce text, resize]
|
||||
|
||||
Slides with no issues: just list the slide numbers. Do not write anything else about them.
|
||||
|
||||
### 3. Pattern Issues Across the Deck
|
||||
|
||||
Issues that repeat across multiple slides:
|
||||
|
||||
**[Pattern title — e.g. "Inconsistent body text size"]**
|
||||
- Slides affected: [list]
|
||||
- Root cause: [master slide issue / manual overrides / mixed templates]
|
||||
- Fix: [Single action to resolve across all affected slides]
|
||||
|
||||
### 4. Visual Hierarchy Check
|
||||
|
||||
| Dimension | Status | Notes |
|
||||
|---|---|---|
|
||||
| Title consistency (size, font, colour) | Pass / Fail | |
|
||||
| Body text readability at presentation distance | Pass / Fail | |
|
||||
| Image placement alignment | Pass / Fail | |
|
||||
| Whitespace and breathing room | Pass / Fail | |
|
||||
| Data visualisation clarity | Pass / Fail / N/A | |
|
||||
|
||||
### 5. Audience-Specific Flags
|
||||
|
||||
Based on the stated audience:
|
||||
|
||||
- **Executive audience:** flag slides with too much text, complex tables, or unclear bottom-line messages
|
||||
- **External client:** flag slides with internal jargon, unfinished placeholder text, or confidentiality concerns
|
||||
- **Live presentation:** flag slides that will be hard to read from the back of a room
|
||||
- **Async/video:** flag slides that assume a presenter voiceover
|
||||
|
||||
### 6. Prioritised Fix List
|
||||
|
||||
| # | Fix | Slide | Effort | Impact |
|
||||
|---|---|---|---|---|
|
||||
| 1 | [Specific fix] | Slide N | Low/Med/High | High |
|
||||
|
||||
Order by: fixes before handoff (critical) > consistency fixes (high) > polish (medium).
|
||||
|
||||
## Quality Checks
|
||||
- [ ] Every issue references a specific slide number and location on the slide
|
||||
- [ ] Pattern issues are identified separately from slide-specific issues
|
||||
- [ ] Fix list is ordered by impact, not by slide order
|
||||
- [ ] Audience-appropriate concerns flagged explicitly
|
||||
- [ ] Slides without issues are listed briefly, not ignored
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not flag stylistic preferences as issues — only report genuine layout problems, overflow, and consistency errors
|
||||
- [ ] Do not produce a flat list of issues — group by severity (Critical / Major / Minor) so fixes can be prioritised
|
||||
- [ ] Do not skip slides without commenting — every slide must have an explicit pass or issue status
|
||||
- [ ] Do not suggest redesigning content — the audit scope is layout, consistency, and readability, not messaging
|
||||
- [ ] Do not report the same issue type repeatedly across slides without summarising the pattern — consolidate repeated issues
|
||||
|
||||
## Example Trigger Phrases
|
||||
- "Audit this slide deck before my board meeting"
|
||||
- "Review this PowerPoint for layout issues"
|
||||
- "Check this presentation for consistency problems"
|
||||
- "QA my deck before I send it to the client"
|
||||
- "What is wrong with slide 7 in this deck?"
|
||||
|
||||
## Why This Works Better on Opus 4.7
|
||||
Earlier models struggled with precise spatial analysis of slide layouts — they would hallucinate issues or miss obvious overflow problems. Opus 4.7 vision improvements mean coordinates map 1:1 to pixels, making slide-level issue detection reliable without manual screenshot annotation.
|
||||
@@ -0,0 +1,137 @@
|
||||
# Product Launch Checklist Skill
|
||||
|
||||
Never launch without checking everything. Generate a complete, role-assigned checklist covering pre-launch readiness, launch day execution, and post-launch monitoring.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Launch name** and planned launch date
|
||||
- **Launch tier** (1 = major product launch, 2 = significant feature release, 3 = incremental update)
|
||||
- **Team members and their roles** (engineering lead, PM, marketing, support, etc.)
|
||||
- **Feature description** (what is being launched)
|
||||
- **Rollback capability** (can this be feature-flagged or reverted quickly?)
|
||||
|
||||
## How to Use This Skill
|
||||
|
||||
Provide:
|
||||
- Launch name and date
|
||||
- Launch tier (1 = major, 2 = feature, 3 = incremental)
|
||||
- Team members and their roles
|
||||
|
||||
The skill generates a tiered checklist. Tier 3 launches use only the Essentials section. Tier 2 adds Marketing & Comms. Tier 1 uses all sections.
|
||||
|
||||
---
|
||||
|
||||
## Output Format
|
||||
|
||||
### Launch Checklist — [Feature/Product Name] — Target Date: [Date]
|
||||
|
||||
**Launch Tier:** [1 / 2 / 3]
|
||||
**Launch Owner:** [PM Name]
|
||||
**Engineering Lead:** [Name]
|
||||
**Go/No-Go Decision By:** [Date and time — typically 24 hours before launch]
|
||||
|
||||
---
|
||||
|
||||
### 🔧 PRE-LAUNCH — Engineering & Product (T-2 weeks)
|
||||
- [ ] Feature flag created and tested in staging
|
||||
- [ ] All acceptance criteria signed off by PM
|
||||
- [ ] Code reviewed and merged to main
|
||||
- [ ] QA sign-off completed (regression + new feature)
|
||||
- [ ] Performance testing completed (load, latency)
|
||||
- [ ] Security review completed (if data or auth changes)
|
||||
- [ ] Rollback procedure documented and tested
|
||||
- [ ] Monitoring and alerting configured
|
||||
- [ ] Error logging in place with correct severity levels
|
||||
- [ ] Database migrations tested on staging with production data volume
|
||||
|
||||
### 📢 PRE-LAUNCH — Marketing & Comms (T-1 week)
|
||||
- [ ] Blog post written, reviewed, and scheduled
|
||||
- [ ] In-app announcement or tooltip configured
|
||||
- [ ] Email campaign drafted and QA'd
|
||||
- [ ] Social media posts drafted and scheduled
|
||||
- [ ] Landing page or feature page live in staging
|
||||
- [ ] Press outreach sent (Tier 1 only)
|
||||
- [ ] Product Hunt / community posts prepared (Tier 1 only)
|
||||
|
||||
### 🎓 PRE-LAUNCH — Sales & Support (T-1 week)
|
||||
- [ ] Sales enablement one-pager completed
|
||||
- [ ] FAQ document shared with sales and support teams
|
||||
- [ ] Help centre articles written and published
|
||||
- [ ] Support team demo / training completed
|
||||
- [ ] Customer success team briefed on top accounts
|
||||
- [ ] Pricing updated (if applicable)
|
||||
- [ ] Contracts / ToS updated (if applicable)
|
||||
|
||||
### 📊 PRE-LAUNCH — Analytics (T-1 week)
|
||||
- [ ] Analytics events firing correctly in staging
|
||||
- [ ] Dashboard configured for launch metrics
|
||||
- [ ] Baseline metrics documented
|
||||
- [ ] Success criteria documented and shared with team
|
||||
- [ ] A/B test configured (if applicable)
|
||||
|
||||
---
|
||||
|
||||
### ✅ GO / NO-GO DECISION — T-24 hours
|
||||
|
||||
| Criteria | Status | Owner |
|
||||
|---|---|---|
|
||||
| All critical bugs resolved | 🟢 / 🔴 | Eng Lead |
|
||||
| QA sign-off complete | 🟢 / 🔴 | QA |
|
||||
| Rollback tested | 🟢 / 🔴 | Eng Lead |
|
||||
| Help centre articles live | 🟢 / 🔴 | Support |
|
||||
| Monitoring active | 🟢 / 🔴 | Eng Lead |
|
||||
| PM sign-off | 🟢 / 🔴 | PM |
|
||||
|
||||
**Go / No-Go Decision:** [GO / NO-GO]
|
||||
**Decision Owner:** [PM + Eng Lead jointly]
|
||||
|
||||
---
|
||||
|
||||
### 🚀 LAUNCH DAY
|
||||
- [ ] Feature flag enabled for [X%] of users (start low — 5–10%)
|
||||
- [ ] Launch confirmed in team Slack/channel
|
||||
- [ ] Metrics dashboard open and being monitored
|
||||
- [ ] Error rate checked at T+15 min, T+1 hr, T+4 hr
|
||||
- [ ] Blog post published / email sent
|
||||
- [ ] Social posts live
|
||||
- [ ] Support team on standby for first 4 hours
|
||||
- [ ] PM available and reachable all day
|
||||
- [ ] Feature flag expanded to 50% if T+2hr checks pass
|
||||
- [ ] Feature flag expanded to 100% if T+4hr checks pass
|
||||
|
||||
---
|
||||
|
||||
### 📈 POST-LAUNCH (D+7, D+30)
|
||||
- [ ] D+7 metrics review: adoption, errors, support tickets
|
||||
- [ ] D+7 customer feedback synthesised
|
||||
- [ ] Retrospective scheduled
|
||||
- [ ] Learnings documented
|
||||
- [ ] D+30 success metrics reviewed against targets
|
||||
- [ ] Feature flag removed from codebase (clean up)
|
||||
- [ ] Follow-up features added to backlog based on feedback
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Launch tier confirmed before generating checklist (scope determines depth)
|
||||
- [ ] Go/No-Go decision has a named owner and a specific decision time
|
||||
- [ ] Rollback procedure is documented and tested (not just planned)
|
||||
- [ ] Feature flag expansion is staged (5% → 50% → 100%), not all-at-once
|
||||
- [ ] Post-launch retrospective is scheduled at launch time
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not apply a Tier 1 checklist to an incremental update — tier the launch appropriately before generating the checklist
|
||||
- [ ] Do not launch on a Friday without confirmed weekend engineering coverage
|
||||
- [ ] Do not leave the Go/No-Go decision owner as "the team" — it must be a named individual
|
||||
- [ ] Do not skip the rollback plan for Tier 1 and 2 launches — know the revert time before going live
|
||||
- [ ] Do not close the launch without scheduling the post-launch retrospective — it must be booked at launch time, not after
|
||||
|
||||
## Guidelines
|
||||
|
||||
- The Go/No-Go decision must have a named owner — "the team" is not an owner
|
||||
- Never launch on a Friday unless you have weekend engineering coverage
|
||||
- Recommend starting all launches at <10% traffic — even for simple features
|
||||
- Document rollback time: "We can revert this in X minutes" should be known before launch
|
||||
@@ -0,0 +1,56 @@
|
||||
# Retrospective Analysis Skill
|
||||
|
||||
Generate a data-grounded retrospective brief that separates facts from feelings, so the team spends retro time on solutions rather than debating what happened.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Sprint tickets: planned vs. completed**
|
||||
- **Carry-over tickets and reasons** (if known)
|
||||
- **Tickets reopened after closing** (quality signal)
|
||||
- **Any incidents or unplanned work** (scope creep signal)
|
||||
- **Sprint velocity vs. historical average** (trend context)
|
||||
|
||||
## Process
|
||||
1. Calculate: completion rate, carry-over rate, unplanned work percentage
|
||||
2. Identify patterns: which ticket types were most likely to carry over? Which caused blockers?
|
||||
3. Note any process or communication breakdowns visible in the data
|
||||
4. Prepare 3 "Start / Stop / Continue" prompts based on the data — not generic, specific to this sprint
|
||||
5. Suggest 1 concrete experiment for the next sprint based on the biggest friction point
|
||||
6. **Validate** — Confirm each prompt is specific to this sprint (not a recycled generic prompt), and that the recommended experiment is concrete and measurable
|
||||
|
||||
## Output Structure
|
||||
|
||||
### Sprint [Number] Retrospective Brief
|
||||
|
||||
**By the Numbers:**
|
||||
- Planned: [n] tickets | Completed: [n] | Carry-over: [n] | Completion rate: [%]
|
||||
- Unplanned work: [n] tickets ([%] of capacity)
|
||||
- Velocity: [points] vs. [average] average
|
||||
|
||||
**What the Data Suggests:**
|
||||
[2-3 observations grounded in the numbers above]
|
||||
|
||||
**Discussion Prompts:**
|
||||
- Start: [specific prompt based on this sprint's data]
|
||||
- Stop: [specific prompt based on this sprint's data]
|
||||
- Continue: [specific prompt based on this sprint's data]
|
||||
|
||||
**Suggested Experiment for Next Sprint:**
|
||||
[One concrete, testable process change — with a specific success metric]
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Each Start/Stop/Continue prompt names a specific behaviour, not a vague category
|
||||
- [ ] The recommended experiment is testable in one sprint
|
||||
- [ ] Carry-over analysis identifies the ticket type or cause, not just the count
|
||||
- [ ] Data observations don't assign blame — they describe patterns
|
||||
- [ ] Velocity trend is mentioned in context (is this a one-off or a pattern?)
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not assign blame to individuals in the retrospective brief — observations must describe patterns, not people
|
||||
- [ ] Do not produce Start/Stop/Continue prompts that are vague categories — each must name a specific behaviour
|
||||
- [ ] Do not recommend an experiment that cannot be completed within one sprint — small, testable experiments only
|
||||
- [ ] Do not treat carry-over tickets as a velocity problem without first identifying the root cause category
|
||||
- [ ] Do not run the same retrospective format every sprint — vary the format to prevent engagement fatigue
|
||||
@@ -0,0 +1,56 @@
|
||||
# Sprint Brief Skill
|
||||
|
||||
Produce a clear, scannable sprint brief that every team member — engineer, designer, PM — can read in under three minutes and understand exactly what we're doing and why.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Sprint name and number**
|
||||
- **Sprint goal** (1-2 sentences — flag if too vague)
|
||||
- **Ticket list with owners** (or a description of the work)
|
||||
- **Known dependencies or blockers**
|
||||
- **Carry-over items from previous sprint** (if any)
|
||||
|
||||
## Process
|
||||
1. Read sprint goal and check it's specific and measurable — flag if it's too vague
|
||||
2. Group tickets by theme or feature area
|
||||
3. Identify the critical path — which tickets must complete for the sprint goal to be met?
|
||||
4. Flag risks: tickets with unclear acceptance criteria, missing designs, unresolved dependencies
|
||||
5. Note carry-over items and whether they affect this sprint's goal
|
||||
6. **Validate** — Confirm the sprint goal is achievable given the ticket scope and capacity. If the critical path items alone would fill the sprint, flag it as overloaded.
|
||||
|
||||
## Output Structure
|
||||
|
||||
### Sprint [Number] Brief — [Dates]
|
||||
**Sprint Goal:** [1-2 sentences — specific and measurable]
|
||||
**Why This Sprint Matters:** [Connect to quarterly OKR in 2-3 sentences]
|
||||
|
||||
**What We're Building:**
|
||||
- [Theme 1]: [tickets and owners]
|
||||
- [Theme 2]: [tickets and owners]
|
||||
|
||||
**Critical Path:** [The 2-3 tickets everything else depends on]
|
||||
|
||||
**Risks to Flag:**
|
||||
- [Risk 1 + mitigation]
|
||||
- [Risk 2 + mitigation]
|
||||
|
||||
**Carry-over from Last Sprint:** [List + impact on current goal]
|
||||
|
||||
**Definition of Done:** [Specific, agreed criteria for sprint success]
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Sprint goal is specific enough to score pass/fail at the end of the sprint
|
||||
- [ ] Critical path items are named — not just "the important ones"
|
||||
- [ ] Every risk has a mitigation or owner (not just "this is a risk")
|
||||
- [ ] Carry-over items are connected to their impact on this sprint's goal
|
||||
- [ ] Definition of Done is agreed criteria, not a task list
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not write a sprint goal as a task list — the goal must be a single outcome-focused statement that can be scored pass/fail
|
||||
- [ ] Do not leave the critical path unnamed — "the important tickets" is not a critical path
|
||||
- [ ] Do not list risks without a mitigation or owner — a risk without a response is just a worry list
|
||||
- [ ] Do not ignore carry-over items' impact on this sprint's capacity and goal
|
||||
- [ ] Do not write a Definition of Done that mixes task completion with outcome criteria — they must be observable and agreed before the sprint starts
|
||||
@@ -0,0 +1,116 @@
|
||||
# Sprint Planning Skill
|
||||
|
||||
Transform raw backlog items into a structured, achievable sprint with clear goals, velocity-calibrated scope, and team-ready output.
|
||||
|
||||
## What This Skill Produces
|
||||
|
||||
- **Sprint Goal** — single, outcome-focused sentence the whole team can rally around
|
||||
- **Sprint Backlog** — prioritised list of user stories with story point estimates and acceptance criteria
|
||||
- **Capacity Plan** — team availability breakdown accounting for holidays, meetings, and focus time
|
||||
- **Sprint Planning Agenda** — structured 2-hour meeting agenda with timings
|
||||
- **Risk Flags** — blockers or dependencies that could derail the sprint
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask for (if not already provided):
|
||||
- Sprint duration (1 or 2 weeks)
|
||||
- Team size and velocity (average story points per sprint)
|
||||
- Top 3–5 backlog items or epics to pull from
|
||||
- Any known absences, holidays, or team events
|
||||
- Previous sprint's incomplete items (carry-overs)
|
||||
|
||||
## Sprint Goal Formula
|
||||
|
||||
Use this structure:
|
||||
> "This sprint we will [deliver X outcome] so that [user/business benefit], measured by [success indicator]."
|
||||
|
||||
Never write sprint goals as task lists. Always outcome-first.
|
||||
|
||||
## Story Point Calibration
|
||||
|
||||
| Complexity | Points | Description |
|
||||
|---|---|---|
|
||||
| Trivial | 1 | Clearly understood, no unknowns |
|
||||
| Small | 2 | Straightforward, minor effort |
|
||||
| Medium | 3 | Some complexity, clear path |
|
||||
| Large | 5 | Complex, needs design or research |
|
||||
| Very Large | 8 | High uncertainty, may need splitting |
|
||||
| Epic | 13+ | Too large — must be split before sprint |
|
||||
|
||||
Flag any item estimated at 8+ and recommend splitting.
|
||||
|
||||
## Capacity Formula
|
||||
|
||||
```
|
||||
Available capacity = (Team size × Sprint days × Focus hours/day) × Availability factor
|
||||
Focus hours/day: 6 (accounting for meetings, Slack, admin)
|
||||
Availability factor: 0.7–0.85 depending on holidays/events
|
||||
Story points to commit = Historical velocity × Availability factor
|
||||
```
|
||||
|
||||
## Programmatic Helper
|
||||
|
||||
This skill ships with a stdlib-only Python script that computes capacity instead of estimating it by hand. Use it whenever the team's numbers are known — it applies the availability and 80% commit-ratio rules consistently.
|
||||
|
||||
```bash
|
||||
# Quick estimate from flags
|
||||
python3 scripts/capacity_calculator.py --team 5 --days 10 --velocity 30 --availability 0.8 --carryover 5
|
||||
|
||||
# Detailed estimate from per-member availability (JSON via stdin or --input file.json)
|
||||
echo '{"sprint_days":10,"historical_velocity":40,"carryover_points":8,
|
||||
"members":[{"name":"Ada","available_days":10},{"name":"Linus","available_days":7}]}' \
|
||||
| python3 scripts/capacity_calculator.py --input -
|
||||
```
|
||||
|
||||
The script returns available focus hours, a velocity figure adjusted for real availability, the **recommended commitment** (capped at 80% of velocity), and the remaining **capacity for new work** after carry-overs. Run it first, then build the sprint backlog to fit the recommended number. Add `--json` to pipe the result into other tooling.
|
||||
|
||||
## Output Format
|
||||
|
||||
### Sprint [N] — [Start Date] to [End Date]
|
||||
|
||||
**Sprint Goal:**
|
||||
> [Goal statement]
|
||||
|
||||
**Team Capacity:** [X] story points available (based on [Y] team members, [Z]% availability)
|
||||
|
||||
**Sprint Backlog:**
|
||||
|
||||
| Priority | Story | Points | Owner | Acceptance Criteria |
|
||||
|---|---|---|---|---|
|
||||
| 1 | [Story title] | [N] | [Team member] | [When X then Y] |
|
||||
|
||||
**Carry-Overs from Previous Sprint:**
|
||||
- [Item] — Reason for carry-over: [brief explanation]
|
||||
|
||||
**Risks & Dependencies:**
|
||||
- [Risk description] → Mitigation: [action]
|
||||
|
||||
**Sprint Planning Agenda:**
|
||||
- 00:00–00:10 — Review sprint goal and team capacity
|
||||
- 00:10–00:40 — Walk through backlog items, confirm estimates
|
||||
- 00:40–01:20 — Assign stories, identify dependencies
|
||||
- 01:20–01:50 — Review acceptance criteria per story
|
||||
- 01:50–02:00 — Confirm sprint commitment and close
|
||||
|
||||
## Guidelines
|
||||
|
||||
- Always challenge stories missing acceptance criteria — flag them explicitly
|
||||
- Recommend the team commits to 80% of available capacity, not 100%
|
||||
- If no velocity data is provided, assume 20–30 points for a 5-person team as a starting point
|
||||
- Highlight any story with unclear ownership as a blocker
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Sprint goal is outcome-focused (not "implement X" — something like "users can do Y")
|
||||
- [ ] Team capacity is calculated using actual availability, not theoretical 100%
|
||||
- [ ] Every story has an acceptance criterion (flag any that don't)
|
||||
- [ ] Stories estimated at 8+ points are flagged for splitting
|
||||
- [ ] Carry-overs from last sprint are accounted for in capacity
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not write sprint goals as task lists — goals must be outcome-focused and scoreable pass/fail at sprint end
|
||||
- [ ] Do not commit to 100% of available capacity — always recommend 80% to preserve slack for unplanned work
|
||||
- [ ] Do not carry stories with no acceptance criteria into the sprint — flag them as blockers before committing
|
||||
- [ ] Do not allow stories estimated at 8+ points into the sprint without splitting them first
|
||||
- [ ] Do not ignore carry-over items when calculating capacity — they consume capacity and must be accounted for before new work is pulled in
|
||||
@@ -0,0 +1,152 @@
|
||||
# Technical Spec Template Skill
|
||||
|
||||
Write technical specifications that engineers actually read — clear problem framing, unambiguous requirements, explicit decisions, and documented trade-offs.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Feature or system description** (what needs to be specced)
|
||||
- **Related PRD or product brief** (if available)
|
||||
- **Engineering reviewers** (whose sign-off is needed)
|
||||
- **Known constraints** (technical limitations, security requirements, performance targets)
|
||||
|
||||
## When to Write a Tech Spec
|
||||
|
||||
Write a tech spec when:
|
||||
- The feature requires changes to 2+ systems
|
||||
- There are significant architectural decisions to make
|
||||
- More than one engineer will work on the implementation
|
||||
- The feature has security, privacy, or compliance implications
|
||||
- Estimated effort is >5 story points
|
||||
|
||||
Skip the spec for trivial bug fixes or 1-2 hour changes.
|
||||
|
||||
---
|
||||
|
||||
## Technical Spec Output Format
|
||||
|
||||
### Technical Specification — [Feature Name]
|
||||
|
||||
**Author:** [Name]
|
||||
**Status:** Draft | In Review | Approved | Implemented
|
||||
**Created:** [Date] | **Last Updated:** [Date]
|
||||
**Reviewers:** [Eng Lead, Architect, PM, Security if needed]
|
||||
**Related PRD:** [Link] | **Jira Epic:** [Link]
|
||||
|
||||
---
|
||||
|
||||
#### 1. Problem Statement
|
||||
> [2–3 sentences. What problem are we solving and why now? No solution language here.]
|
||||
|
||||
#### 2. Goals & Non-Goals
|
||||
|
||||
**Goals (in scope):**
|
||||
- [Specific, measurable outcome]
|
||||
- [Specific, measurable outcome]
|
||||
|
||||
**Non-Goals (explicitly out of scope):**
|
||||
- [What this spec does NOT cover]
|
||||
- [Common assumption to shut down early]
|
||||
|
||||
#### 3. Background & Context
|
||||
[Any prior art, related systems, or context engineers need to understand the decision space. Link to previous specs, ADRs, or research.]
|
||||
|
||||
#### 4. Proposed Solution
|
||||
|
||||
**High-Level Approach:**
|
||||
[2–4 sentences describing the chosen solution. Why this approach vs alternatives?]
|
||||
|
||||
**System Architecture Diagram:**
|
||||
[Describe or embed: which services are involved, how data flows, what APIs are called]
|
||||
|
||||
**Data Model Changes:**
|
||||
```sql
|
||||
-- New tables or schema changes
|
||||
[Include DDL or schema definition]
|
||||
```
|
||||
|
||||
**API Design:**
|
||||
```
|
||||
[Endpoint] [Method]
|
||||
Request: { [fields and types] }
|
||||
Response: { [fields and types] }
|
||||
Error codes: [list]
|
||||
```
|
||||
|
||||
**Key Implementation Details:**
|
||||
- [Important technical constraint or approach]
|
||||
- [Edge case handling]
|
||||
- [Third-party dependency and version]
|
||||
|
||||
#### 5. Alternative Approaches Considered
|
||||
|
||||
| Option | Pros | Cons | Why Rejected |
|
||||
|---|---|---|---|
|
||||
| [Alt 1] | [Benefits] | [Drawbacks] | [Reason not chosen] |
|
||||
| [Alt 2] | [Benefits] | [Drawbacks] | [Reason not chosen] |
|
||||
|
||||
#### 6. Security & Privacy Considerations
|
||||
- Data stored: [What PII or sensitive data is involved]
|
||||
- Authentication: [How is access controlled]
|
||||
- Authorisation: [What permissions are required]
|
||||
- Encryption: [At rest / in transit requirements]
|
||||
- Compliance implications: [GDPR, SOC2, etc. if relevant]
|
||||
|
||||
#### 7. Performance & Scalability
|
||||
- Expected load: [Requests/second, data volume]
|
||||
- Latency requirements: [P50 / P95 targets]
|
||||
- Caching strategy: [If applicable]
|
||||
- Database indexing: [New indexes required]
|
||||
- Known bottlenecks: [Where to watch]
|
||||
|
||||
#### 8. Testing Plan
|
||||
- Unit tests: [Key scenarios to cover]
|
||||
- Integration tests: [System boundaries to test]
|
||||
- Load tests: [If performance-critical]
|
||||
- Edge cases: [Known tricky scenarios]
|
||||
- Rollback plan: [How to revert if something goes wrong]
|
||||
|
||||
#### 9. Rollout Plan
|
||||
- Feature flag: [Yes / No — name of flag]
|
||||
- Rollout stages: [% of users at each stage]
|
||||
- Monitoring: [Metrics and alerts to set up]
|
||||
- Success criteria to progress rollout: [What needs to be true]
|
||||
- Rollback trigger: [What would cause immediate rollback]
|
||||
|
||||
#### 10. Open Questions
|
||||
| Question | Owner | Due Date | Resolution |
|
||||
|---|---|---|---|
|
||||
| [Unresolved question] | [Name] | [Date] | [Pending] |
|
||||
|
||||
#### 11. Implementation Timeline (Rough)
|
||||
| Phase | Work | Estimated Effort |
|
||||
|---|---|---|
|
||||
| [Phase 1] | [What gets built] | [X days/points] |
|
||||
| [Phase 2] | [What gets built] | [X days/points] |
|
||||
| Total | | [X story points] |
|
||||
|
||||
---
|
||||
|
||||
## Guidelines
|
||||
|
||||
- The spec is a decision record, not a task list — document *why* decisions were made
|
||||
- All open questions must have an owner and due date
|
||||
- Security and privacy sections are never optional for features that touch user data
|
||||
- Recommend async review: engineers read first, then a 30-minute sync to resolve questions
|
||||
- Keep the spec updated as implementation progresses — stale specs are worse than no specs
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Problem statement contains no solution language
|
||||
- [ ] Non-goals explicitly list at least 2 things that might be assumed in scope
|
||||
- [ ] At least 2 alternative approaches are documented with reasons for rejection
|
||||
- [ ] Security and privacy section is completed for any feature touching user data
|
||||
- [ ] All open questions have a named owner and due date (not "TBD")
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not include solution language in the problem statement — the problem must be described independently of the proposed solution
|
||||
- [ ] Do not omit alternatives considered — a spec that considers only one approach has not been properly evaluated
|
||||
- [ ] Do not leave open questions as "TBD" without a named owner and due date — unresolved questions are blockers
|
||||
- [ ] Do not skip security and privacy sections for any feature that touches user data
|
||||
- [ ] Do not write a non-goals section that is empty — always list at least two things that might be assumed in scope
|
||||
@@ -0,0 +1,221 @@
|
||||
# User Story Writer Skill
|
||||
|
||||
This skill produces production-ready user stories from a feature brief, PRD section, or verbal description. Each story follows the standard format with a clear who/what/why, behavioural acceptance criteria in Given/When/Then format, edge cases, and definition of done. Output is ready to paste into Jira, Linear, or your planning tool.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Feature or change** to break into stories — paste the brief, PRD section, or describe the feature
|
||||
- **User types / personas** involved (e.g. admin, end user, guest, API consumer)
|
||||
- **Scope** — are we writing one story or decomposing an epic into a full set of stories?
|
||||
- **Acceptance criteria format preference** — Given/When/Then, bullet checklist, or both?
|
||||
- **Technical constraints or notes** — anything the engineering team has flagged that should shape the stories
|
||||
|
||||
## Output Structure
|
||||
|
||||
For each story:
|
||||
|
||||
---
|
||||
|
||||
## Story: [Short title — verb + noun, e.g. "Filter search results by date range"]
|
||||
|
||||
**Epic:** [Parent epic name — e.g. "Advanced Search"]
|
||||
**Story ID:** [Jira/Linear ID — leave blank if not yet created]
|
||||
**Priority:** [P1 / P2 / P3]
|
||||
**Story points:** [Leave blank — for engineering to estimate]
|
||||
|
||||
---
|
||||
|
||||
### User Story
|
||||
|
||||
> **As a** [specific user type — not "user"],
|
||||
> **I want to** [concrete action they want to take],
|
||||
> **So that** [the outcome they achieve — business value, not feature description].
|
||||
|
||||
**Example:**
|
||||
> As an **account manager**,
|
||||
> I want to **filter my client list by last contact date**,
|
||||
> so that I **can quickly identify clients I haven't spoken to in over 30 days and prioritise outreach**.
|
||||
|
||||
---
|
||||
|
||||
### Context
|
||||
|
||||
[1–3 sentences of context that aren't in the user story itself: when does this story matter, what triggers the need, how does it fit into a larger flow. This helps engineers understand why before they ask.]
|
||||
|
||||
---
|
||||
|
||||
### Acceptance Criteria
|
||||
|
||||
**Format: Given / When / Then**
|
||||
|
||||
Each criterion tests one specific behaviour. Write one GWT per observable outcome — not one GWT for the whole feature.
|
||||
|
||||
**AC1: [Short name for this criterion]**
|
||||
```
|
||||
Given [starting state or context]
|
||||
When [user action]
|
||||
Then [observable system behaviour]
|
||||
```
|
||||
|
||||
**AC2: [Short name]**
|
||||
```
|
||||
Given [...]
|
||||
When [...]
|
||||
Then [...]
|
||||
```
|
||||
|
||||
**AC3: [Short name]**
|
||||
```
|
||||
Given [...]
|
||||
When [...]
|
||||
Then [...]
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### Edge Cases
|
||||
|
||||
[List scenarios that are non-obvious but must be handled. These become additional ACs or notes to engineering.]
|
||||
|
||||
- [ ] **[Edge case 1]:** [e.g. User applies a date filter that returns 0 results — show empty state with clear messaging and a "clear filters" action]
|
||||
- [ ] **[Edge case 2]:** [e.g. User has >10,000 clients — filter must not degrade load time >200ms]
|
||||
- [ ] **[Edge case 3]:** [e.g. Date filter persists across page refresh — or explicitly should not if that's the decision]
|
||||
- [ ] **[Permission edge case]:** [e.g. Read-only users can see the filter but cannot save filter presets]
|
||||
|
||||
---
|
||||
|
||||
### Out of Scope
|
||||
|
||||
[Explicitly state what this story does NOT cover — prevents scope creep and clarifies where the next story begins.]
|
||||
|
||||
- Saving and sharing filter presets (separate story — see [Story X])
|
||||
- Bulk actions on filtered results
|
||||
- Exporting filtered client list to CSV
|
||||
|
||||
---
|
||||
|
||||
### Definition of Done
|
||||
|
||||
- [ ] Acceptance criteria all pass
|
||||
- [ ] Edge cases handled (or explicitly deferred with a new ticket raised)
|
||||
- [ ] Unit tests written for each AC
|
||||
- [ ] Works on mobile viewport (if applicable)
|
||||
- [ ] Accessibility: keyboard navigable and screen-reader compatible
|
||||
- [ ] Error states are handled and copy approved
|
||||
- [ ] Product and design have reviewed in staging
|
||||
- [ ] No console errors in production build
|
||||
|
||||
---
|
||||
|
||||
## Epic Decomposition Template
|
||||
|
||||
If the user provides an epic or feature brief, decompose it into a full set of stories before writing them:
|
||||
|
||||
**Epic:** [Name]
|
||||
**Goal:** [What outcome does completing this epic achieve?]
|
||||
**Stories:**
|
||||
|
||||
| # | Story | Notes | Dependencies |
|
||||
|---|---|---|---|
|
||||
| 1 | [Core happy path story — the simplest version of the feature that delivers value] | | |
|
||||
| 2 | [Validation / error handling story] | | Depends on #1 |
|
||||
| 3 | [Edge case or power user story] | | Depends on #1 |
|
||||
| 4 | [Admin or configuration story] | | |
|
||||
| 5 | [Performance or scale story — if applicable] | | Depends on #1 |
|
||||
|
||||
**Suggested sprint order:** [Which stories are P1 for MVP? Which can follow in a later sprint?]
|
||||
|
||||
---
|
||||
|
||||
## Common Story Anti-Patterns — and Fixes
|
||||
|
||||
Use these to review stories before handing to engineering:
|
||||
|
||||
| Anti-pattern | Example | Fix |
|
||||
|---|---|---|
|
||||
| **Solution in the story** | "As a user I want a dropdown filter" | Remove the UI decision — "As a user I want to filter by date range" |
|
||||
| **Vague "so that"** | "so that it's easier to use" | Make it specific — "so that I can prioritise outreach without opening each record manually" |
|
||||
| **Too big** | Story covers 5 distinct user flows | Split into separate stories per flow |
|
||||
| **No acceptance criteria** | Story has description only | Add at least 3 GWT criteria before engineering starts |
|
||||
| **ACs that test the solution, not the behaviour** | "Given the dropdown is open, When I select an option" | Test the outcome — "Given I have applied a date filter, When I view my results, Then only clients last contacted in that date range appear" |
|
||||
| **Missing empty state** | No AC for what happens with 0 results | Add it — empty states are part of the feature |
|
||||
| **Missing error state** | No AC for network failure or invalid input | Add error handling ACs explicitly |
|
||||
|
||||
---
|
||||
|
||||
## Example: Full Story Set for a Feature
|
||||
|
||||
**Feature brief:** "Allow users to export their invoice history as a PDF or CSV"
|
||||
|
||||
---
|
||||
|
||||
### Story 1: Export invoice list as CSV
|
||||
|
||||
> As a **finance admin**,
|
||||
> I want to **export my invoice history as a CSV file**,
|
||||
> so that I can **import it into our accounting software without manual data entry**.
|
||||
|
||||
**AC1: Successful export**
|
||||
```
|
||||
Given I am on the Invoices page with at least one invoice
|
||||
When I click "Export" and select "CSV"
|
||||
Then a CSV file is downloaded containing all visible invoices with columns: Invoice ID, Date, Amount, Status, Customer Name
|
||||
```
|
||||
|
||||
**AC2: Empty state**
|
||||
```
|
||||
Given I am on the Invoices page with no invoices
|
||||
When I click "Export"
|
||||
Then the export button is disabled and a tooltip reads "No invoices to export"
|
||||
```
|
||||
|
||||
**AC3: Filtered export**
|
||||
```
|
||||
Given I have applied a date filter showing invoices from Jan 2026 only
|
||||
When I click "Export" and select "CSV"
|
||||
Then the export contains only invoices from Jan 2026 — not all invoices
|
||||
```
|
||||
|
||||
**Edge cases:**
|
||||
- [ ] Export with >10,000 invoices — must complete in <30s or show a progress indicator
|
||||
- [ ] Export triggered on mobile — downloads to device's default download location
|
||||
|
||||
**Out of scope:** PDF export (Story 2), scheduled exports (future epic)
|
||||
|
||||
---
|
||||
|
||||
### Story 2: Export invoice list as PDF
|
||||
|
||||
> As a **finance admin**,
|
||||
> I want to **export my invoice history as a formatted PDF**,
|
||||
> so that I can **share a professional summary with our accountant**.
|
||||
|
||||
[... ACs follow same pattern ...]
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Every story has a specific user type — not "a user" or "the system"
|
||||
- [ ] The "so that" explains business value — not just feature description
|
||||
- [ ] Each AC tests one observable outcome — not a bundle of behaviours
|
||||
- [ ] Empty states, error states, and edge cases are explicitly handled
|
||||
- [ ] Out of scope is documented — not assumed
|
||||
- [ ] Stories are independent — they can be shipped individually without depending on unreleased work (except where explicitly noted)
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not write user stories from a technical perspective — every story must be from the user's point of view and state their goal
|
||||
- [ ] Do not write acceptance criteria that are untestable — every criterion must have a clear pass/fail condition
|
||||
- [ ] Do not create stories that are too large to complete in a single sprint — break epics into estimable, independently deliverable stories
|
||||
- [ ] Do not omit edge cases — unhappy paths and error states are required, not optional
|
||||
- [ ] Do not skip the Definition of Done — without it, "done" means different things to different people
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Write user stories for [feature] from this brief"
|
||||
- "Break this PRD section into user stories with acceptance criteria"
|
||||
- "Convert these feature requirements into Jira tickets"
|
||||
- "Write the user stories and ACs for [feature name]"
|
||||
- "Decompose this epic into individual stories ready for sprint planning"
|
||||
@@ -0,0 +1,178 @@
|
||||
# Accessibility Audit Skill
|
||||
|
||||
This skill produces a structured accessibility audit based on WCAG 2.2 guidelines. It covers visual, motor, cognitive, and screen reader accessibility — with prioritised remediation for each issue found.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **What is being audited** (screen, component, full product, design spec)
|
||||
- **Description or image** of the UI
|
||||
- **Target WCAG level** (A / AA / AAA — default to AA, which is the legal standard in most jurisdictions)
|
||||
- **Known assistive technology users?** (Yes/No — if yes, which: screen reader / switch access / voice control / magnification)
|
||||
- **Platform** (Web / iOS / Android / Desktop app)
|
||||
|
||||
## Output Structure
|
||||
|
||||
---
|
||||
|
||||
# Accessibility Audit: [Component or Screen Name]
|
||||
**Target standard:** WCAG 2.2 Level [AA]
|
||||
**Platform:** [Platform]
|
||||
**Date:** [Date]
|
||||
|
||||
---
|
||||
|
||||
## Audit Summary
|
||||
|
||||
| Category | Issues Found | Critical | Moderate | Minor |
|
||||
|---|---|---|---|---|
|
||||
| Perceivable | | | | |
|
||||
| Operable | | | | |
|
||||
| Understandable | | | | |
|
||||
| Robust | | | | |
|
||||
| **Total** | | | | |
|
||||
|
||||
**Overall compliance status:** ✅ Compliant / 🟡 Minor issues / 🔴 Fails AA standard
|
||||
|
||||
---
|
||||
|
||||
## Perceivable
|
||||
|
||||
### 1.1 Text Alternatives
|
||||
- [ ] All images have descriptive alt text (not filename or "image")
|
||||
- [ ] Decorative images have `alt=""` to be skipped by screen readers
|
||||
- [ ] Icons without visible labels have accessible names
|
||||
- [ ] Complex images (charts, diagrams) have extended descriptions
|
||||
|
||||
**Issues found:** [List specific issues or "None"]
|
||||
|
||||
### 1.3 Adaptable
|
||||
- [ ] Content structure uses semantic HTML (headings, lists, landmarks) — not just visual formatting
|
||||
- [ ] Reading order in DOM matches visual order
|
||||
- [ ] Form inputs have associated labels (not placeholder text as label)
|
||||
- [ ] Data tables have proper headers and scope
|
||||
|
||||
**Issues found:**
|
||||
|
||||
### 1.4 Distinguishable
|
||||
- [ ] Text contrast ratio ≥ 4.5:1 (normal text) or ≥ 3:1 (large text 18px+)
|
||||
- [ ] UI component contrast ratio ≥ 3:1 against background
|
||||
- [ ] Information is not conveyed by colour alone
|
||||
- [ ] Text can be resized to 200% without loss of content
|
||||
- [ ] No content that auto-plays audio
|
||||
|
||||
**Issues found:**
|
||||
|
||||
---
|
||||
|
||||
## Operable
|
||||
|
||||
### 2.1 Keyboard Accessible
|
||||
- [ ] All interactive elements are reachable by keyboard (Tab key)
|
||||
- [ ] No keyboard traps
|
||||
- [ ] Custom components have keyboard interactions (arrow keys for menus, Escape to close modals)
|
||||
- [ ] Skip navigation link available for pages with repeated navigation
|
||||
|
||||
**Issues found:**
|
||||
|
||||
### 2.4 Navigable
|
||||
- [ ] Focus is visible at all times (not removed with `outline: none` without replacement)
|
||||
- [ ] Focus order is logical and predictable
|
||||
- [ ] Page/screen has a descriptive title
|
||||
- [ ] Link text is descriptive (not "click here" or "read more")
|
||||
- [ ] Headings are hierarchical (H1 → H2 → H3, no skips)
|
||||
|
||||
**Issues found:**
|
||||
|
||||
### 2.5 Input Modalities
|
||||
- [ ] Touch targets are at least 44x44px
|
||||
- [ ] No functionality requires complex gestures (pinch, multi-touch) without a simple alternative
|
||||
- [ ] Motion or dragging interactions have button alternatives
|
||||
|
||||
**Issues found:**
|
||||
|
||||
---
|
||||
|
||||
## Understandable
|
||||
|
||||
### 3.1 Readable
|
||||
- [ ] Language of the page is set (`lang` attribute)
|
||||
- [ ] Unusual words, abbreviations, or jargon are explained
|
||||
|
||||
### 3.2 Predictable
|
||||
- [ ] Navigation is consistent across screens
|
||||
- [ ] Components behave consistently (same button does the same thing)
|
||||
- [ ] No unexpected context changes on focus or input
|
||||
|
||||
### 3.3 Input Assistance
|
||||
- [ ] Error messages identify the field and describe the error in plain language (not just "Invalid input")
|
||||
- [ ] Required fields are labelled (not just with colour or asterisk alone)
|
||||
- [ ] Forms provide suggestions for correcting errors where possible
|
||||
|
||||
**Issues found:**
|
||||
|
||||
---
|
||||
|
||||
## Robust
|
||||
|
||||
### 4.1 Compatible
|
||||
- [ ] HTML is valid and well-structured
|
||||
- [ ] ARIA roles and attributes are used correctly (not to fix broken semantics)
|
||||
- [ ] Status messages (success, error, loading) are announced to screen readers without focus change
|
||||
|
||||
**Issues found:**
|
||||
|
||||
---
|
||||
|
||||
## Prioritised Remediation List
|
||||
|
||||
| Priority | Issue | WCAG Criterion | Fix | Effort |
|
||||
|---|---|---|---|---|
|
||||
| 🔴 Critical | [Issue] | [e.g. 1.4.3 Contrast] | [Specific fix] | [Low/Med/High] |
|
||||
| 🟡 Moderate | [Issue] | | | |
|
||||
| 🟢 Minor | [Issue] | | | |
|
||||
|
||||
**Priority definitions:**
|
||||
- 🔴 Critical: Blocks access for users with disabilities. Legal risk. Fix before launch.
|
||||
- 🟡 Moderate: Significant friction. Fix in next sprint.
|
||||
- 🟢 Minor: Best practice. Address in roadmap.
|
||||
|
||||
---
|
||||
|
||||
## Quick Wins (Fix in < 1 hour)
|
||||
|
||||
[List any issues that are trivially fixable — e.g. adding alt text, fixing contrast with a colour swap, adding a `lang` attribute. These are easy to ship immediately.]
|
||||
|
||||
---
|
||||
|
||||
## Testing Recommendations
|
||||
|
||||
- **Manual keyboard test:** Tab through the entire flow. Can you complete every task without a mouse?
|
||||
- **Screen reader test:** VoiceOver (Mac/iOS), NVDA or JAWS (Windows). Is every piece of content and every action accessible?
|
||||
- **Colour contrast check:** Use Stark (Figma plugin) or WebAIM Contrast Checker
|
||||
- **Automated scan:** Axe DevTools or Lighthouse accessibility audit (catches ~30% of issues automatically)
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Issues are mapped to specific WCAG criteria
|
||||
- [ ] Every critical issue has a specific fix recommendation
|
||||
- [ ] Quick wins are separated from larger fixes
|
||||
- [ ] Effort estimates are included for prioritisation
|
||||
- [ ] Testing recommendations are included
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not rely solely on automated scanning tools — automated checks catch ~30% of issues; manual keyboard and screen reader testing is required
|
||||
- [ ] Do not label an issue "minor" simply because it only affects a small percentage of users — for those users it may block all access
|
||||
- [ ] Do not add ARIA roles to fix broken semantics — use correct semantic HTML first; ARIA is a last resort
|
||||
- [ ] Do not confuse colour contrast of text with colour contrast of UI components — they have different minimum ratios (4.5:1 vs 3:1)
|
||||
- [ ] Do not audit only the happy path — error states, empty states, and loading states must also meet accessibility requirements
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Audit this design for accessibility"
|
||||
- "Check WCAG compliance for [screen/component]"
|
||||
- "Give me an a11y audit of [UI description]"
|
||||
- "What accessibility issues does this design have?"
|
||||
@@ -0,0 +1,133 @@
|
||||
# Design Critique Skill
|
||||
|
||||
This skill provides structured, actionable design feedback using established UX frameworks. It balances positive observations with clear, prioritised improvement suggestions.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **What is being reviewed** (screen, flow, component, full product)
|
||||
- **Design description or attached image** (describe it if no image — the skill will still work)
|
||||
- **User goal** (what is the user trying to accomplish with this design?)
|
||||
- **Context** (web / mobile / desktop app / physical product)
|
||||
- **Stage** (early wireframe / mid-fidelity / high-fidelity / live product)
|
||||
- **Primary concern** (optional — e.g. "I'm worried the onboarding is too long" or "I think the CTA is unclear")
|
||||
|
||||
## Output Structure
|
||||
|
||||
---
|
||||
|
||||
# Design Critique: [Design Name or Screen]
|
||||
|
||||
**User goal:** [What the user needs to accomplish]
|
||||
**Context:** [Platform / Stage]
|
||||
**Critique focus:** [Primary concern if stated, otherwise "full review"]
|
||||
|
||||
---
|
||||
|
||||
## 1. What's Working
|
||||
|
||||
[3–5 specific, honest observations about what the design does well. Don't manufacture praise — only include genuine strengths. Be specific: "The visual hierarchy clearly guides the eye from headline → supporting detail → CTA" is useful. "Looks clean" is not.]
|
||||
|
||||
---
|
||||
|
||||
## 2. Priority Issues
|
||||
|
||||
Rank issues by impact on the user goal. Use:
|
||||
- 🔴 **High** — Blocks or significantly degrades the user's ability to complete their goal
|
||||
- 🟡 **Medium** — Causes friction or confusion but doesn't block completion
|
||||
- 🟢 **Low** — Polish or preference — nice to fix but not critical
|
||||
|
||||
For each issue:
|
||||
|
||||
### [Priority] Issue [N]: [Short name]
|
||||
|
||||
**What's happening:**
|
||||
[Describe the specific design problem — be precise about which element, screen, or interaction]
|
||||
|
||||
**Why it matters:**
|
||||
[Connect to the user goal or a specific principle — don't just say "it's confusing." Say why it creates confusion and what the consequence is for the user.]
|
||||
|
||||
**Framework reference:**
|
||||
[Name the principle being violated — e.g. Nielsen's Heuristic #6 (Recognition over Recall), Gestalt proximity, JTBD clarity, Fitts's Law, etc.]
|
||||
|
||||
**Recommendation:**
|
||||
[Specific, actionable suggestion. Not "make the button bigger" but "Increase the primary CTA to at least 44x44px to meet touch target guidelines; consider moving it below the form rather than inline with the input fields to reduce accidental taps."]
|
||||
|
||||
---
|
||||
|
||||
## 3. Heuristic Assessment
|
||||
|
||||
Quick assessment against Nielsen's 10 Usability Heuristics — score each as ✅ Pass / 🟡 Partial / ❌ Fail:
|
||||
|
||||
| Heuristic | Status | Note |
|
||||
|---|---|---|
|
||||
| 1. Visibility of system status | | |
|
||||
| 2. Match between system and real world | | |
|
||||
| 3. User control and freedom | | |
|
||||
| 4. Consistency and standards | | |
|
||||
| 5. Error prevention | | |
|
||||
| 6. Recognition rather than recall | | |
|
||||
| 7. Flexibility and efficiency of use | | |
|
||||
| 8. Aesthetic and minimalist design | | |
|
||||
| 9. Help users recognise, diagnose, and recover from errors | | |
|
||||
| 10. Help and documentation | | |
|
||||
|
||||
Only include heuristics relevant to what's visible in the design — don't penalise for things not in scope.
|
||||
|
||||
---
|
||||
|
||||
## 4. Gestalt Principles Check
|
||||
|
||||
[Comment on any Gestalt principles that are either well-applied or violated:]
|
||||
|
||||
- **Proximity:** [Are related elements grouped clearly?]
|
||||
- **Similarity:** [Do similar elements look similar?]
|
||||
- **Continuity:** [Does the eye flow naturally through the design?]
|
||||
- **Figure/Ground:** [Is the primary content clearly distinguished from background?]
|
||||
- **Closure:** [Are any implied shapes or containers confusing?]
|
||||
|
||||
---
|
||||
|
||||
## 5. JTBD Alignment
|
||||
|
||||
[Assess how well the design serves the stated job-to-be-done:]
|
||||
|
||||
- **Does the design make the user's primary job obvious?** [Yes / Partially / No — explain]
|
||||
- **Are there any elements that distract from the primary job?** [List any competing CTAs, distractions, or unclear hierarchy]
|
||||
- **What emotional job does this design serve?** [Speed / Confidence / Control / Delight / Other] — and does the visual design match that emotional goal?
|
||||
|
||||
---
|
||||
|
||||
## 6. Top 3 Recommended Next Steps
|
||||
|
||||
Prioritised list of the 3 most impactful changes. Each should be actionable in the next design iteration:
|
||||
|
||||
1. [Most impactful change — specific]
|
||||
2. [Second priority]
|
||||
3. [Third priority]
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] "What's working" includes only genuine, specific observations
|
||||
- [ ] Every issue has a framework reference (not just subjective opinion)
|
||||
- [ ] Recommendations are specific and actionable
|
||||
- [ ] Priority levels (High/Medium/Low) reflect actual impact on user goal
|
||||
- [ ] Heuristic assessment only covers visible elements
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not lead with visual preference (e.g. "I don't like the colour") — every issue must reference a UX principle or user impact
|
||||
- [ ] Do not invent problems in the "What's Working" section — manufactured praise undermines the entire critique
|
||||
- [ ] Do not provide the same priority level (High/Medium/Low) to every issue — prioritisation requires genuine judgment about user impact
|
||||
- [ ] Do not skip the JTBD section for product screens — connecting feedback to the user's job-to-be-done is what separates UX critique from aesthetic opinion
|
||||
- [ ] Do not give recommendations that require a full redesign when the user is in high-fidelity — scope recommendations to the design stage
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Critique this design: [description or image]"
|
||||
- "Give me feedback on this UI/UX"
|
||||
- "Review this Figma screen for usability issues"
|
||||
- "What's wrong with this user flow?"
|
||||
- "Do a heuristic evaluation of [screen/product]"
|
||||
@@ -0,0 +1,218 @@
|
||||
# Design System Audit Skill
|
||||
|
||||
This skill produces a structured audit of a design system — covering component coverage, token consistency, documentation quality, accessibility compliance, contribution processes, and adoption health. Output is ready for a design system team, design leadership, or an engineering team evaluating their shared component library.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Design system name** and what product(s) it serves
|
||||
- **Audit scope** — component library / design tokens / documentation / contribution process / all of the above
|
||||
- **Current tooling** — Figma / Storybook / Zeroheight / custom / combination?
|
||||
- **Team using it** — how many designers and engineers, how many products?
|
||||
- **Known pain points** — what do teams complain about most?
|
||||
- **Governance model** — centralised team / federated contributors / no dedicated team?
|
||||
- **Goal of the audit** — improve adoption / prepare for a rebrand / onboard new teams / justify investment?
|
||||
|
||||
## Output Structure
|
||||
|
||||
---
|
||||
|
||||
# Design System Audit: [System Name]
|
||||
|
||||
**Products served:** [List of products / apps]
|
||||
**Audit scope:** [Full / Components only / Tokens only / Documentation]
|
||||
**Auditor:** [Name / Team]
|
||||
**Date:** [Date]
|
||||
**Stakeholders:** [Design lead, Eng lead, CPO, etc.]
|
||||
|
||||
---
|
||||
|
||||
## Overall Health Score
|
||||
|
||||
| Dimension | Score (1–5) | Status |
|
||||
|---|---|---|
|
||||
| Component coverage | [X/5] | 🟢/🟡/🔴 |
|
||||
| Token consistency | [X/5] | 🟢/🟡/🔴 |
|
||||
| Documentation quality | [X/5] | 🟢/🟡/🔴 |
|
||||
| Accessibility compliance | [X/5] | 🟢/🟡/🔴 |
|
||||
| Adoption rate | [X/5] | 🟢/🟡/🔴 |
|
||||
| Contribution process | [X/5] | 🟢/🟡/🔴 |
|
||||
| **Overall** | **[X/5]** | 🟢/🟡/🔴 |
|
||||
|
||||
**Summary:** [2–3 sentences. What is the overall state of the design system? What are the top 2 issues and what is the biggest strength?]
|
||||
|
||||
---
|
||||
|
||||
## 1. Component Coverage Audit
|
||||
|
||||
**How to assess:** Compare components in the design system against the actual UI patterns in the product. Every pattern that exists in production but not in the system is a coverage gap.
|
||||
|
||||
### Component Inventory
|
||||
|
||||
| Category | Components present | Coverage | Gap |
|
||||
|---|---|---|---|
|
||||
| **Navigation** | [Navbar, Sidebar, Breadcrumb, Tabs] | [80%] | [Missing: Mega menu, mobile drawer] |
|
||||
| **Forms & Inputs** | [Text input, Dropdown, Checkbox, Radio, Toggle, Date picker] | [90%] | [Missing: Multi-select, Rich text editor] |
|
||||
| **Feedback & Alerts** | [Toast, Banner, Modal, Tooltip] | [60%] | [Missing: Inline validation, Progress indicator, Skeleton loader] |
|
||||
| **Data Display** | [Table, Card, Badge, Avatar] | [50%] | [Missing: Data grid, Stat card, Timeline, Gantt] |
|
||||
| **Layout** | [Grid, Container, Divider, Spacer] | [70%] | [Missing: Responsive breakpoint utilities] |
|
||||
| **Buttons & Actions** | [Button, Icon button, FAB, Link] | [100%] | [None] |
|
||||
|
||||
**Coverage score:** [X% of production UI patterns are covered by the design system]
|
||||
|
||||
**Most impactful gaps:**
|
||||
1. [Most used pattern not in the system — causing most duplication]
|
||||
2. [...]
|
||||
3. [...]
|
||||
|
||||
---
|
||||
|
||||
## 2. Component Quality Audit
|
||||
|
||||
For each component, assess against these quality criteria:
|
||||
|
||||
| Component | States complete | Responsive | Accessibility | Dark mode | Props documented | Code matches Figma |
|
||||
|---|---|---|---|---|---|---|
|
||||
| Button | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
|
||||
| Modal | ⚠️ Loading state missing | ✅ | ✅ | ❌ | ⚠️ Partial | ✅ |
|
||||
| Table | ❌ Sorting state missing | ❌ No mobile layout | ⚠️ No aria-sort | ❌ | ❌ | ⚠️ Drift |
|
||||
| [Component] | [...] | [...] | [...] | [...] | [...] | [...] |
|
||||
|
||||
**Legend:** ✅ Complete — ⚠️ Partial / inconsistent — ❌ Missing
|
||||
|
||||
**Components with critical quality issues (fix before anything else):**
|
||||
- [Component name]: [Specific issue and why it's blocking]
|
||||
- [...]
|
||||
|
||||
---
|
||||
|
||||
## 3. Design Token Audit
|
||||
|
||||
**Token coverage:**
|
||||
|
||||
| Token type | Defined | Used consistently | Issues |
|
||||
|---|---|---|---|
|
||||
| **Colour** | [X tokens defined] | [⚠️ — 12 hardcoded hex values found in Figma] | [Inconsistent use of primary-500 vs primary-600 for CTAs across products] |
|
||||
| **Typography** | [X tokens defined] | [✅] | [None — all type styles use token scale] |
|
||||
| **Spacing** | [X tokens defined] | [⚠️ — custom spacing used in X components] | [Engineers using arbitrary px values instead of spacing tokens in X components] |
|
||||
| **Border radius** | [X tokens defined] | [❌ — not defined; each component has hardcoded values] | [Button, card, modal all use different radius values with no token] |
|
||||
| **Shadow / elevation** | [X tokens defined] | [⚠️] | [3 different drop-shadow values in use; no elevation scale] |
|
||||
| **Animation / motion** | [X tokens defined] | [❌ — not defined] | [Transition durations inconsistent across components] |
|
||||
|
||||
**Semantic token layer:** [Does the system have semantic tokens (e.g. `color.action.primary` on top of `color.blue.500`) or only primitive tokens?]
|
||||
|
||||
**Token drift:** [Are code tokens and Figma tokens in sync? Use a tool like Token Studio, Style Dictionary, or manual comparison.]
|
||||
|
||||
---
|
||||
|
||||
## 4. Documentation Quality Audit
|
||||
|
||||
**Assessment per component / pattern:**
|
||||
|
||||
| Document type | Quality | Issues |
|
||||
|---|---|---|
|
||||
| **Usage guidelines** | [⚠️ — X% of components have guidelines] | [Button and Form components documented; Navigation and Data Display mostly undocumented] |
|
||||
| **Do / Don't examples** | [❌ — mostly absent] | [Engineers frequently misuse components because intent is unclear] |
|
||||
| **Accessibility notes** | [⚠️ — present for some components] | [No consistent format; accessibility notes missing for interactive components] |
|
||||
| **Code examples** | [✅ — all Storybook components have code examples] | [...] |
|
||||
| **Changelog** | [❌ — no component-level changelog exists] | [Breaking changes are not communicated; causes unexpected UI regressions] |
|
||||
| **Migration guides** | [❌ — absent] | [Teams don't know how to upgrade to new component versions] |
|
||||
|
||||
**Documentation score:** [X% of components have complete, usable documentation]
|
||||
|
||||
**Most common designer / engineer complaint about docs:** [e.g. "I can't find whether to use Modal or Drawer for this use case — no guidance exists"]
|
||||
|
||||
---
|
||||
|
||||
## 5. Accessibility Audit
|
||||
|
||||
**WCAG 2.2 compliance status:**
|
||||
|
||||
| Criterion | Level | Status | Components affected |
|
||||
|---|---|---|---|
|
||||
| Colour contrast (text) | AA | [✅ / ⚠️ / ❌] | [e.g. ❌ — Disabled state text fails 4.5:1 ratio in 3 components] |
|
||||
| Colour contrast (UI components) | AA | [✅ / ⚠️ / ❌] | [...] |
|
||||
| Keyboard navigation | AA | [✅ / ⚠️ / ❌] | [⚠️ — Modal focus trap not implemented; Dropdown not keyboard accessible] |
|
||||
| Focus visible | AA | [✅ / ⚠️ / ❌] | [...] |
|
||||
| Screen reader support (ARIA) | AA | [✅ / ⚠️ / ❌] | [❌ — Table component lacks aria-sort; Icon buttons have no aria-label] |
|
||||
| Touch target size | AA | [✅ / ⚠️ / ❌] | [⚠️ — Mobile tap targets below 44×44px in X components] |
|
||||
| Motion / animation | AA | [✅ / ⚠️ / ❌] | [...] |
|
||||
|
||||
**Critical accessibility blockers (must fix before next release):**
|
||||
1. [Most critical issue — e.g. Keyboard users cannot close Modal — focus trap missing]
|
||||
2. [...]
|
||||
|
||||
---
|
||||
|
||||
## 6. Adoption Audit
|
||||
|
||||
**Adoption by team / product:**
|
||||
|
||||
| Product / Team | Components used from system | Custom components built outside system | Adoption score |
|
||||
|---|---|---|---|
|
||||
| [Product A] | [X% of UI uses system components] | [Y custom components] | [High / Medium / Low] |
|
||||
| [Product B] | [...] | [...] | [...] |
|
||||
|
||||
**Why teams are not adopting:**
|
||||
|
||||
| Barrier | Severity | Evidence |
|
||||
|---|---|---|
|
||||
| [Component doesn't exist] | High | [Top reason in team survey] |
|
||||
| [Component exists but doesn't meet use case] | Medium | [Modal component lacks X state needed by Product B] |
|
||||
| [Documentation too sparse to know how to use it] | Medium | [...] |
|
||||
| [No one enforces system use — easier to build custom] | High | [...] |
|
||||
| [System is out of date with product's current visual language] | Medium | [...] |
|
||||
|
||||
---
|
||||
|
||||
## 7. Contribution Process Audit
|
||||
|
||||
| Dimension | Current state | Assessment |
|
||||
|---|---|---|
|
||||
| **How to contribute** | [Documented / Not documented] | [✅ / ❌] |
|
||||
| **Contribution criteria** | [Clear entry bar for what goes in the system] | [⚠️ — unclear who decides what becomes a system component vs stays local] |
|
||||
| **Review process** | [Who reviews contributions and how long it takes] | [❌ — no formal review; contributions sit unreviewed for weeks] |
|
||||
| **Release cadence** | [How often system releases happen] | [⚠️ — sporadic; no set cadence] |
|
||||
| **Breaking change policy** | [How breaking changes are handled and communicated] | [❌ — no policy; breaking changes are a surprise] |
|
||||
| **Versioning** | [Semantic versioning in place?] | [✅ — all packages use semver] |
|
||||
|
||||
---
|
||||
|
||||
## 8. Prioritised Remediation Roadmap
|
||||
|
||||
| Priority | Initiative | Impact | Effort | Timeline |
|
||||
|---|---|---|---|---|
|
||||
| P1 | Fix [X] critical accessibility issues (keyboard nav, ARIA) | Critical — legal + user impact | Medium | Sprint 1–2 |
|
||||
| P1 | Define and implement border radius and shadow token scale | High — ends inconsistency | Low | Sprint 1 |
|
||||
| P1 | Document top 10 most-used components (usage + do/don't) | High — unblocks adoption | Medium | Sprint 2–4 |
|
||||
| P2 | Build Skeleton loader + Inline validation components (top 2 gaps) | High — eliminates custom duplication | High | Quarter 2 |
|
||||
| P2 | Establish contribution process with SLA for reviews | Medium — enables growth | Low | Sprint 3 |
|
||||
| P3 | Dark mode token support | Medium — product parity | High | Quarter 3 |
|
||||
| P3 | Design-code token sync tooling (Token Studio / Style Dictionary) | Medium — reduces drift | Medium | Quarter 2–3 |
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Coverage gaps are identified by comparing the design system to actual production UI, not assumed
|
||||
- [ ] Accessibility issues cite specific WCAG criterion and affected components
|
||||
- [ ] Adoption barriers are backed by evidence (interviews, survey, usage data) — not assumed
|
||||
- [ ] Remediation roadmap has effort estimates and is sequenced by impact
|
||||
- [ ] Both Figma and code (Storybook/implementation) are assessed — not just Figma
|
||||
- [ ] Stakeholders from design, engineering, and product have reviewed the audit
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not assess only the Figma library without checking the code implementation — Figma-code drift is one of the most common and costly design system failures
|
||||
- [ ] Do not score adoption without interviewing teams — audit tool metrics miss the human reasons teams build custom components instead of using the system
|
||||
- [ ] Do not treat all component gaps equally — prioritise gaps based on how many production screens rely on custom implementations, not alphabetically
|
||||
- [ ] Do not recommend adding more components without first auditing documentation quality — an undocumented component is often worse than no component
|
||||
- [ ] Do not schedule remediation without a named owner per initiative — design system improvements without ownership consistently stall
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Audit our design system for consistency and coverage"
|
||||
- "Review our component library and identify gaps"
|
||||
- "Assess the health of our shared design system"
|
||||
- "Run a design system audit before we do a rebrand"
|
||||
- "What's wrong with our design system and what should we fix first?"
|
||||
@@ -0,0 +1,163 @@
|
||||
# UX Research Plan Skill
|
||||
|
||||
This skill creates a complete, ready-to-execute UX research plan. Output covers everything from research objectives to screener questions, discussion guide, and synthesis framework.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Research question** (what decision will this research inform?)
|
||||
- **Product area or feature** being researched
|
||||
- **Research type** (Generative / Evaluative / Usability testing / Diary study / Survey)
|
||||
- **Stage** (Discovery / Concept validation / Prototype testing / Live product)
|
||||
- **Target participants** (role, demographics, behaviour — who should we talk to?)
|
||||
- **Timeline and number of sessions**
|
||||
- **Existing assumptions or hypotheses** (optional but valuable)
|
||||
|
||||
## Output Structure
|
||||
|
||||
---
|
||||
|
||||
# UX Research Plan: [Study Title]
|
||||
**Product area:** [Area]
|
||||
**Research type:** [Type]
|
||||
**Date:** [Timeline]
|
||||
**Researcher:** [Leave for user]
|
||||
|
||||
---
|
||||
|
||||
## 1. Research Objectives
|
||||
|
||||
State 2–4 clear research objectives. Each objective should map to a decision that will be made differently depending on what you find.
|
||||
|
||||
**Objective [N]:** Understand [specific thing] so we can [decision this informs].
|
||||
|
||||
---
|
||||
|
||||
## 2. Research Questions
|
||||
|
||||
[5–8 questions — the actual questions you want research to answer. These are not the interview questions; they're the knowledge gaps. Organised under each objective.]
|
||||
|
||||
**Objective 1:**
|
||||
- RQ1.1: [Research question]
|
||||
- RQ1.2: [Research question]
|
||||
|
||||
---
|
||||
|
||||
## 3. Methodology & Rationale
|
||||
|
||||
**Method chosen:** [e.g. Semi-structured interviews / Usability testing / Concept testing]
|
||||
|
||||
**Why this method:**
|
||||
[2–3 sentences. Match method to research type. If evaluative: usability testing. If generative: contextual inquiry or interviews. If testing comprehension: 5-second test or concept test.]
|
||||
|
||||
**What this method will and won't tell us:**
|
||||
- **Will tell us:** [What this method is good at revealing]
|
||||
- **Won't tell us:** [What's out of scope — be honest about limits]
|
||||
|
||||
**Sample size:** [Recommended number of sessions and why — e.g. "5–6 moderated interviews for generative research; 5–8 usability sessions to identify top issues"]
|
||||
|
||||
---
|
||||
|
||||
## 4. Participant Screener
|
||||
|
||||
**Recruitment criteria:**
|
||||
|
||||
| Criterion | Must Have / Nice to Have | Disqualify if |
|
||||
|---|---|---|
|
||||
| [e.g. Uses project management software daily] | Must Have | [Never uses any PM tool] |
|
||||
| [e.g. Works in a team of 5+] | Must Have | — |
|
||||
| [e.g. B2B industry] | Nice to Have | — |
|
||||
|
||||
**Screener questions (5–8 questions):**
|
||||
|
||||
[Q1] [Screening question — clear, not leading]
|
||||
- [Answer options — flag which qualify/disqualify]
|
||||
|
||||
[Q2] ...
|
||||
|
||||
**Incentive recommendation:** [Amount and format — e.g. "£50 gift voucher for a 60-min session is standard in the UK for professional participants"]
|
||||
|
||||
---
|
||||
|
||||
## 5. Discussion Guide
|
||||
|
||||
Structure the session:
|
||||
|
||||
### Opening (5 min)
|
||||
- Introduce yourself and the study
|
||||
- "We're testing the design, not you — there are no wrong answers"
|
||||
- Permission to record
|
||||
- Warm-up: [1–2 easy questions to build rapport — e.g. "Tell me about your role and what a typical week looks like"]
|
||||
|
||||
### Core Questions (by section)
|
||||
|
||||
**Section [A]: [Topic]** *(~X min)*
|
||||
|
||||
1. [Open question — start broad] *[Probe: Tell me more about...]*
|
||||
2. [Follow-up to go deeper] *[Probe: Can you walk me through what happened?]*
|
||||
3. [Specific scenario or past behaviour question]
|
||||
|
||||
**Section [B]: [Topic]** *(~X min)*
|
||||
[Continue with 2–3 questions per section]
|
||||
|
||||
**Usability tasks (if applicable):**
|
||||
> "I'm going to ask you to try a few things with this prototype. Please think aloud as you go."
|
||||
|
||||
- Task [N]: [Clear task instruction — write from the user's perspective, not "click on X" but "find where you would go to do Y"]
|
||||
- **Success criteria:** [What "completing this task" looks like]
|
||||
- **What to observe:** [Where friction typically appears]
|
||||
|
||||
### Closing (5 min)
|
||||
- "Is there anything about [topic] we haven't covered that you think is important?"
|
||||
- "If you could change one thing about [product/concept], what would it be?"
|
||||
- Debrief and thank
|
||||
|
||||
---
|
||||
|
||||
## 6. Synthesis Framework
|
||||
|
||||
After sessions, use this framework to synthesise findings:
|
||||
|
||||
**Step 1: Session notes → Key observations**
|
||||
For each session: 3–5 specific observations (behaviours, quotes, reactions — not interpretations yet)
|
||||
|
||||
**Step 2: Affinity mapping**
|
||||
Group observations by theme across all sessions. Aim for 4–7 clusters.
|
||||
|
||||
**Step 3: Insight statements**
|
||||
For each cluster: "When [context], users [behaviour/experience], because [underlying need or mental model]."
|
||||
|
||||
**Step 4: Implications**
|
||||
For each insight: "This means we should [design/product implication]" or "This challenges our assumption that [assumption]."
|
||||
|
||||
**Step 5: Research report structure:**
|
||||
- Key findings (3–5 headlines)
|
||||
- Supporting evidence per finding
|
||||
- Design recommendations
|
||||
- Open questions for next research cycle
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Research objectives map to real decisions
|
||||
- [ ] Discussion guide opens broad before going specific
|
||||
- [ ] Screener criteria are specific enough to get the right participants
|
||||
- [ ] Tasks (if usability) are written from the user's perspective
|
||||
- [ ] Synthesis framework is included
|
||||
- [ ] Incentive recommendation is included
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not write a research plan without clearly stated research objectives — every methodology choice must flow from the objectives
|
||||
- [ ] Do not design a plan that mixes generative and evaluative research without clearly separating them
|
||||
- [ ] Do not omit screener criteria — recruiting unqualified participants invalidates the research
|
||||
- [ ] Do not write discussion guide questions that are leading — questions must be neutral and open-ended
|
||||
- [ ] Do not skip the incentive recommendation — uncompensated research has lower participant quality and completion rates
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Write a research plan for [feature or product area]"
|
||||
- "Create a discussion guide for user interviews about [topic]"
|
||||
- "Plan a usability test for [prototype or feature]"
|
||||
- "Write screener questions for [target user type]"
|
||||
@@ -0,0 +1,61 @@
|
||||
# Assumption Mapper Skill
|
||||
|
||||
Surface and prioritize the untested assumptions embedded in any product plan before development begins.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Product brief, PRD, or concept description** (even rough notes work)
|
||||
- **Stage** (concept / discovery / pre-build / post-launch — affects which assumptions matter most)
|
||||
|
||||
## Process
|
||||
1. Read the provided brief, PRD, or concept description
|
||||
2. Extract assumptions across four categories:
|
||||
- **Desirability** (do users want this?)
|
||||
- **Feasibility** (can we build it?)
|
||||
- **Viability** (will it sustain the business?)
|
||||
- **Usability** (can users actually use it?)
|
||||
3. Score each assumption:
|
||||
- Confidence (1-5): How sure are we this is true?
|
||||
- Impact (1-5): How badly does the plan fail if this assumption is wrong?
|
||||
- Priority = Impact − Confidence (higher = test first)
|
||||
4. **Validate completeness** — Ensure at least one assumption per category. If a category is empty, re-read the brief looking specifically for that type.
|
||||
5. Output a ranked list with recommended validation methods
|
||||
|
||||
## Output Structure
|
||||
|
||||
### Assumption Map: [Feature/Product Name]
|
||||
|
||||
| Assumption | Category | Confidence | Impact | Priority | Validation Method |
|
||||
|------------|----------|------------|--------|----------|-------------------|
|
||||
| [assumption] | [type] | [1-5] | [1-5] | [score] | [method] |
|
||||
|
||||
#### Critical Assumptions (Impact 4+ and Confidence 2 or below)
|
||||
[Flagged items with detailed validation recommendations]
|
||||
|
||||
#### Top 3 Assumptions to Validate First
|
||||
[Detailed recommendations including specific research method, estimated effort, and what the result would change]
|
||||
|
||||
## Example (Partial)
|
||||
|
||||
Input: *"We're building a self-serve onboarding flow to reduce time-to-value for SMB customers."*
|
||||
|
||||
| Assumption | Category | Confidence | Impact | Priority | Validation Method |
|
||||
|------------|----------|------------|--------|----------|-------------------|
|
||||
| SMB users can complete onboarding without human help | Usability | 2 | 5 | 3 | Unmoderated usability test (n=8) |
|
||||
| Faster onboarding correlates with higher retention | Viability | 3 | 4 | 1 | Cohort analysis of current onboarding times vs. 90-day retention |
|
||||
| The current onboarding is the primary reason for slow time-to-value | Desirability | 2 | 4 | 2 | User interviews with recent churned SMB accounts |
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not only surface desirability assumptions — feasibility and viability assumptions are equally likely to kill a product and are often overlooked
|
||||
- [ ] Do not assign high confidence to an assumption just because it hasn't been challenged yet — absence of evidence is not evidence
|
||||
- [ ] Do not recommend "user interviews" as the validation method for every assumption — some assumptions require quantitative data, competitive analysis, or technical spikes
|
||||
- [ ] Do not list assumptions that cannot be tested — every assumption in the map must have a plausible validation method, or it should be flagged as unknowable and treated as a risk
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] At least one assumption per category (Desirability, Feasibility, Viability, Usability)
|
||||
- [ ] All Impact 4+ / Confidence 2− assumptions flagged as CRITICAL
|
||||
- [ ] Each validation method is specific (not just "do research" — name the method and sample size)
|
||||
- [ ] Priority scores are consistent (Impact − Confidence, higher = more urgent)
|
||||
@@ -0,0 +1,218 @@
|
||||
# Customer Journey Map Skill
|
||||
|
||||
This skill produces a complete customer journey map covering every stage from awareness through advocacy. Each stage includes touchpoints, customer actions, emotions, pain points, and specific improvement opportunities. Output is ready for use in product discovery, UX design, or cross-functional alignment workshops.
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Product or service** being mapped
|
||||
- **Customer persona** — which customer segment is this map for? (be specific — one persona per map)
|
||||
- **Journey scope** — full end-to-end (awareness → advocacy), or a specific phase (e.g. onboarding only)?
|
||||
- **Current state or future state?** — mapping how it works today, or designing how it should work?
|
||||
- **Data sources** — any research, user interviews, support tickets, NPS comments, analytics available?
|
||||
- **Goal of the map** — what decision will this inform? (redesign, prioritisation, stakeholder alignment, new feature)
|
||||
|
||||
## Output Structure
|
||||
|
||||
---
|
||||
|
||||
# Customer Journey Map: [Product / Service]
|
||||
|
||||
**Persona:** [Name — e.g. "Sarah, the overwhelmed HR manager"]
|
||||
**Journey scope:** [Full end-to-end / Onboarding / Purchase / Renewal]
|
||||
**Current or future state:** [Current state / Desired future state]
|
||||
**Prepared by:** [Name / Team]
|
||||
**Date:** [Date]
|
||||
**Based on:** [Research sources — interviews, analytics, support data, assumed/hypothetical]
|
||||
|
||||
---
|
||||
|
||||
## Persona Summary
|
||||
|
||||
| | |
|
||||
|---|---|
|
||||
| **Name** | [Sarah] |
|
||||
| **Role** | [HR Manager at a 200-person professional services firm] |
|
||||
| **Goal** | [Reduce time spent on manual employee data management] |
|
||||
| **Frustrations** | [Too many tools that don't talk to each other; always chasing approvals] |
|
||||
| **Tech comfort** | [Moderate — comfortable with SaaS tools but not a power user] |
|
||||
| **Decision power** | [Recommends tools; budget approved by CHRO] |
|
||||
|
||||
---
|
||||
|
||||
## Journey Overview
|
||||
|
||||
```
|
||||
AWARENESS → CONSIDERATION → DECISION → ONBOARDING → ADOPTION → ADVOCACY
|
||||
[Stage 1] [Stage 2] [Stage 3] [Stage 4] [Stage 5] [Stage 6]
|
||||
```
|
||||
|
||||
**Overall experience rating (current state):** [😤 Frustrating / 😐 Neutral / 😊 Positive]
|
||||
|
||||
---
|
||||
|
||||
## Stage 1: Awareness
|
||||
|
||||
*How does the customer first discover the product exists?*
|
||||
|
||||
**Customer goal at this stage:** [e.g. Realise they have a problem worth solving — or find a solution to a specific pain]
|
||||
|
||||
| Element | Detail |
|
||||
|---|---|
|
||||
| **Trigger** | [What event makes them start looking? — e.g. Manual process breaks down / peer recommendation / saw ad] |
|
||||
| **Where they are** | [Google search / LinkedIn / conference / colleague conversation / email newsletter] |
|
||||
| **What they do** | [e.g. Searches "automate employee onboarding" / asks peers in HR community / clicks LinkedIn ad] |
|
||||
| **Emotion** | [😤 Frustrated — overwhelmed by manual processes and hoping for a better way] |
|
||||
| **Pain points** | [Overwhelming number of options / hard to know which tools are credible / can't tell what's B2B vs B2C from homepage] |
|
||||
| **Opportunities** | [SEO content targeting the trigger keyword / LinkedIn thought leadership / peer community presence] |
|
||||
|
||||
---
|
||||
|
||||
## Stage 2: Consideration
|
||||
|
||||
*The customer is actively evaluating options. What do they do to decide?*
|
||||
|
||||
| Element | Detail |
|
||||
|---|---|
|
||||
| **Customer goal** | [Narrow down from many options to a shortlist of 2–3] |
|
||||
| **What they do** | [Reads G2/Capterra reviews / watches demo video / downloads comparison guide / asks peers who use something similar] |
|
||||
| **Touchpoints** | [Website / review sites / social proof / demo request flow / sales email] |
|
||||
| **Emotion** | [😕 Anxious — worried about making the wrong choice; past tool purchases haven't delivered] |
|
||||
| **Pain points** | [Pricing not visible on website / demo requires a call before seeing the product / unclear if it works with their existing stack] |
|
||||
| **Opportunities** | [Self-serve demo or interactive product tour / transparent pricing page / ROI calculator / case studies from similar company size] |
|
||||
|
||||
---
|
||||
|
||||
## Stage 3: Decision
|
||||
|
||||
*The customer is ready to buy — or not. What makes them commit?*
|
||||
|
||||
| Element | Detail |
|
||||
|---|---|
|
||||
| **Customer goal** | [Get sign-off from CHRO and justify the decision with a business case] |
|
||||
| **What they do** | [Books sales call / requests security questionnaire / builds internal business case / negotiates contract] |
|
||||
| **Touchpoints** | [AE / sales call / security review / contract / procurement process] |
|
||||
| **Emotion** | [😬 Cautious — doesn't want to be wrong; presenting to leadership adds pressure] |
|
||||
| **Pain points** | [Sales process is slow / security questionnaire takes weeks / contract terms are non-standard and require legal] |
|
||||
| **Opportunities** | [Security FAQ self-serve / standard contract with predictable terms / champion toolkit (slides, business case template) to help them sell internally] |
|
||||
|
||||
---
|
||||
|
||||
## Stage 4: Onboarding
|
||||
|
||||
*The customer has bought. Now they need to get value fast.*
|
||||
|
||||
| Element | Detail |
|
||||
|---|---|
|
||||
| **Customer goal** | [Get the product working and show their CHRO it was a good decision] |
|
||||
| **What they do** | [Receives welcome email / attends kickoff call / configures integrations / invites team] |
|
||||
| **Touchpoints** | [Onboarding email sequence / in-product onboarding checklist / CSM / help centre / integrations marketplace] |
|
||||
| **Emotion** | [😬 Anxious but hopeful — excited about potential but stressed about the setup work] |
|
||||
| **Pain points** | [Setup is more complex than expected / IT required for SSO but IT is slow to respond / generic onboarding doesn't match their use case] |
|
||||
| **Opportunities** | [Role-specific onboarding paths / IT connector with pre-filled request template / quick win email at day 3 (show them one thing that already works)] |
|
||||
|
||||
**Key moment of truth:** [What single moment in this stage determines whether they'll become an active user or ghost? — e.g. "First time the product saves them 30 minutes on a task they used to do manually"]
|
||||
|
||||
---
|
||||
|
||||
## Stage 5: Adoption
|
||||
|
||||
*The customer is using the product. Are they getting consistent value?*
|
||||
|
||||
| Element | Detail |
|
||||
|---|---|
|
||||
| **Customer goal** | [Make the product a regular part of their workflow; demonstrate ROI to leadership] |
|
||||
| **What they do** | [Uses core features daily / discovers new features / hits a limitation / contacts support / attends webinar] |
|
||||
| **Touchpoints** | [Product UI / in-app notifications / email / support / community / customer success manager] |
|
||||
| **Emotion** | [Variable — some days 😊 when the product works well; some days 😤 when hitting a gap or bug] |
|
||||
| **Pain points** | [Feature they expected isn't there / reporting doesn't show the metric leadership wants / power features are too complex / feels like they're underutilising what they're paying for] |
|
||||
| **Opportunities** | [Proactive CSM check-in at day 30 / in-product feature discovery / usage dashboard for the customer to see their own ROI / community for peer learning] |
|
||||
|
||||
**Adoption health indicators:**
|
||||
- [DAU/MAU ratio — what does healthy look like?]
|
||||
- [Feature X used by Y% of seats within Z weeks]
|
||||
- [First NPS survey at 60 days — target score]
|
||||
|
||||
---
|
||||
|
||||
## Stage 6: Advocacy
|
||||
|
||||
*The customer loves the product. How do you turn them into a referral engine?*
|
||||
|
||||
| Element | Detail |
|
||||
|---|---|
|
||||
| **Customer goal** | [Solve problems faster; feel like an expert; feel valued as a customer] |
|
||||
| **What they do** | [Refers a peer / writes a G2 review / participates in case study / speaks at event / becomes a power user / joins community] |
|
||||
| **Touchpoints** | [CSM / community / review request email / referral programme / case study outreach / conference sponsorship] |
|
||||
| **Emotion** | [😊 Proud — the tool is part of their professional identity; they feel smart for choosing it] |
|
||||
| **Pain points** | [Referral programme is clunky / no structured way to connect with peers / case study process is slow and effortful for them] |
|
||||
| **Opportunities** | [One-click G2 review request at high-satisfaction moment / peer community / referral programme with meaningful reward / case study process that does most of the work for them] |
|
||||
|
||||
---
|
||||
|
||||
## Emotion Curve
|
||||
|
||||
Plot the customer's emotional experience across the journey:
|
||||
|
||||
```
|
||||
High 😊 │ * * *
|
||||
│ *
|
||||
Neutral 😐│ * *
|
||||
│ *
|
||||
Low 😤 │ * *
|
||||
└────────────────────────────────────────────────────
|
||||
Aware Consider Decide Onboard Adopt Advocate
|
||||
```
|
||||
|
||||
**Lowest point:** [Which stage has the worst experience — and why?]
|
||||
**Highest point:** [When is the customer most delighted — what drove it?]
|
||||
**Biggest drop:** [Where does sentiment fall most sharply — this is usually the biggest opportunity]
|
||||
|
||||
---
|
||||
|
||||
## Prioritised Opportunities
|
||||
|
||||
| Opportunity | Stage | Impact on customer | Effort to fix | Priority |
|
||||
|---|---|---|---|---|
|
||||
| [Self-serve product tour before sales call] | Consideration | [High — removes top buying barrier] | [Medium] | P1 |
|
||||
| [Quick win email at day 3] | Onboarding | [High — builds early habit] | [Low] | P1 |
|
||||
| [IT SSO setup template] | Onboarding | [Medium — removes specific blocker] | [Low] | P2 |
|
||||
| [30-day proactive CSM check-in] | Adoption | [Medium — catches churn signals early] | [Medium] | P2 |
|
||||
| [Peer referral programme] | Advocacy | [High for growth — reduces CAC] | [High] | P3 |
|
||||
|
||||
---
|
||||
|
||||
## What We Don't Know (Research Gaps)
|
||||
|
||||
| Gap | How to close it | Priority |
|
||||
|---|---|---|
|
||||
| [What actually triggers the decision to start looking?] | [5 JTBD interviews with recent buyers] | [High] |
|
||||
| [What causes customers to stall in onboarding?] | [Drop-off analysis in onboarding funnel + 3 interviews with churned customers] | [High] |
|
||||
| [What % of customers have reached the advocacy stage?] | [Product analytics — identify power users; NPS by cohort] | [Medium] |
|
||||
|
||||
---
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] Map covers one specific persona — not "all customers"
|
||||
- [ ] Each stage includes the customer's emotional state — not just actions
|
||||
- [ ] Pain points are the customer's pain — not the company's pain
|
||||
- [ ] Opportunities are specific enough to become backlog items or design prompts
|
||||
- [ ] Emotion curve shows the real experience — not an aspirationally positive version
|
||||
- [ ] Research gaps are documented — the map reflects what is known, not assumed
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not build the map from assumptions alone — ground at least the pain points in real customer data or research
|
||||
- [ ] Do not treat all journey stages as equally weighted — identify the highest-friction moments explicitly
|
||||
- [ ] Do not omit the emotional layer — a journey map without emotions is a process flow, not a customer map
|
||||
- [ ] Do not create generic touchpoints that apply to any product — each touchpoint must be specific to this product and customer
|
||||
- [ ] Do not leave opportunities unranked — prioritise by impact and feasibility
|
||||
|
||||
## Example Trigger Phrases
|
||||
|
||||
- "Map the customer journey for [product]"
|
||||
- "Build a user journey from awareness to advocacy"
|
||||
- "Create a journey map for our onboarding experience"
|
||||
- "Map out the touchpoints and pain points for [customer type]"
|
||||
- "Design an experience map for [process or product]"
|
||||
@@ -0,0 +1,110 @@
|
||||
# Discovery Interview Guide Skill
|
||||
|
||||
Design interviews that surface genuine insight — not validation of what you already believe. Every guide follows a story-based, past-behaviour-focused structure.
|
||||
|
||||
## Core Principles
|
||||
|
||||
1. **Never ask about the future.** "Would you use X?" tells you nothing. "Tell me about the last time you did X" tells you everything.
|
||||
2. **Interview for behaviour, not opinion.** Opinions are cheap. Behaviour is evidence.
|
||||
3. **The 5 Whys.** Every surface answer is a door. Keep opening doors.
|
||||
4. **Confirm the problem before exploring the solution.** Never show a prototype until you've confirmed the pain exists unprompted.
|
||||
|
||||
## Interview Structure (60 minutes standard)
|
||||
|
||||
### 1. Warm-Up (5 min)
|
||||
Build rapport. Get them talking. Don't discuss the topic yet.
|
||||
- "Tell me a bit about your role and what a typical week looks like for you."
|
||||
- "What tools do you rely on most day-to-day?"
|
||||
|
||||
### 2. Context Setting (10 min)
|
||||
Understand their world before diving into the problem space.
|
||||
- "Walk me through how you currently [handle the domain area]."
|
||||
- "What does that process look like from start to finish?"
|
||||
- "Who else is involved when you do this?"
|
||||
|
||||
### 3. Problem Exploration (25 min) — THE CORE
|
||||
Surface pain without leading.
|
||||
- "Tell me about the last time you had to [relevant task]. What happened?"
|
||||
- "What was the hardest part of that?"
|
||||
- "How did you handle it?"
|
||||
- "What did you try before settling on that approach?"
|
||||
- "What does it cost you when this goes wrong?" (time, money, stress, reputation)
|
||||
- "If you could wave a magic wand and change one thing about this process, what would it be?"
|
||||
|
||||
⚠️ **Do not mention your product or feature during this phase.**
|
||||
|
||||
### 4. Current Solutions (10 min)
|
||||
Understand the competitive landscape from their perspective.
|
||||
- "What tools or workarounds do you use today for this?"
|
||||
- "What do you like about [current solution]? What frustrates you?"
|
||||
- "Have you tried other approaches? What happened?"
|
||||
|
||||
### 5. Wrap-Up (10 min)
|
||||
- "Is there anything about this topic we haven't covered that you think I should know?"
|
||||
- "Is there anyone else you'd recommend I speak to?"
|
||||
- "Would you be open to a follow-up if I have more questions?"
|
||||
|
||||
---
|
||||
|
||||
## Output Format
|
||||
|
||||
### Discovery Interview Guide — [Topic] — [Date]
|
||||
|
||||
**Research Goal:** [One sentence: what decision will this research inform?]
|
||||
**Target Participant Profile:** [Role, company size, behaviour qualifier]
|
||||
|
||||
**Screener Questions** (for recruiting):
|
||||
1. [Question] → Must answer: [Y/N or specific]
|
||||
2. [Question] → Must answer: [Y/N or specific]
|
||||
3. [Disqualifier question] → Disqualify if: [answer]
|
||||
|
||||
**Interview Guide:**
|
||||
|
||||
[Full structured guide using the format above, customised to the specific research topic]
|
||||
|
||||
**Synthesis Template** (fill after each interview):
|
||||
- Key quote: "[verbatim]"
|
||||
- Core pain: [1 sentence]
|
||||
- Current workaround: [what they're doing today]
|
||||
- Intensity (1–5): [how painful is this?]
|
||||
- Surprise/unexpected finding: [anything that challenged your assumptions]
|
||||
|
||||
**Pattern Detection** (after 5+ interviews):
|
||||
- Pain mentioned by [X/N] participants: [theme]
|
||||
- Workaround used by [X/N] participants: [theme]
|
||||
- Most emotionally charged moment in interviews: [observation]
|
||||
|
||||
---
|
||||
|
||||
## Required Inputs
|
||||
|
||||
Ask the user for these if not provided:
|
||||
- **Research topic or question** (what decision will this inform?)
|
||||
- **Target participant profile** (role, behaviour, company type)
|
||||
- **Session length** (30 / 45 / 60 / 90 minutes)
|
||||
- **Number of interviews planned**
|
||||
- **Known hypotheses to test or avoid confirming prematurely** (optional)
|
||||
|
||||
## Quality Checks
|
||||
|
||||
- [ ] No future-tense questions ("would you...") — only past-behaviour questions
|
||||
- [ ] Product or solution not mentioned until after pain is confirmed
|
||||
- [ ] Questions open-ended (cannot be answered yes/no)
|
||||
- [ ] Synthesis template included for per-session notes
|
||||
- [ ] Screener questions identify and disqualify wrong participants
|
||||
|
||||
## Guidelines
|
||||
|
||||
- Recommend 5–8 interviews to reach thematic saturation for most discovery questions
|
||||
- Always record with permission — transcripts beat notes
|
||||
- If user is new to interviewing: remind them to stay silent after asking a question (aim for 80/20 participant-to-interviewer talking ratio)
|
||||
- Never synthesise during the interview — do it after, when you can look across sessions
|
||||
- Flag confirmation bias: if user writes questions that lead toward a predetermined answer, rewrite them as open-ended alternatives
|
||||
|
||||
## Anti-Patterns
|
||||
|
||||
- [ ] Do not use future-tense questions ("Would you use this?") — hypothetical responses do not predict real behaviour and produce false confidence in an idea
|
||||
- [ ] Do not mention your product or solution before problem exploration is complete — doing so anchors the participant's responses and invalidates the discovery
|
||||
- [ ] Do not synthesise across fewer than 5 interviews — themes from 2–3 interviews reflect anecdote, not pattern; wait for saturation
|
||||
- [ ] Do not write screener questions that are too easy to pass — if participants can guess the "right" answer, you will recruit the wrong people
|
||||
- [ ] Do not treat participant opinions as evidence of future behaviour — what people say they will do consistently diverges from what they actually do
|
||||
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user