Files
pm-claude-skills/plugins/pm-operations/skills/process-documentation/SKILL.md
T
mohitagw15856 513e1d3ce7 fix: sync all skill updates and new skills into plugin bundles
- Synced 97 existing skill SKILL.md files from skills/ to their plugin bundle copies
- Added 7 new skills to plugin bundles:
  - seo-content-brief, media-pitch -> pm-gtm
  - tax-planning-checklist -> pm-finance
  - change-management-plan -> pm-hr
  - sales-forecasting-model -> pm-sales
  - workshop-facilitation-guide -> pm-operations
  - teaching-lesson-plan -> pm-cross

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-20 21:00:08 +01:00

2.2 KiB

name, description
name description
process-documentation Document any business process in a clear, structured format. Use when asked to document a process, write a process guide, create a workflow document, or map out how something works. Produces a complete process document with steps, roles, inputs, outputs, and edge cases.

Process Documentation Skill

Produces clear, structured process documentation that someone new to a role can follow without needing to ask questions.

Required Inputs

  • Process name
  • Process description (rough notes are fine)
  • Who does this process (roles involved)
  • How often it runs (daily / weekly / monthly / event-triggered)
  • Tools involved
  • Known edge cases

Output Structure


Process: [Process Name]

Owner: [Role] | Frequency: [How often] | Estimated time: [Duration]


Purpose

[1-2 sentences. Why does this process exist? What breaks if it is not done?]

Scope

In scope: [What this covers] Out of scope: [What it does not cover]

Prerequisites

  • [Required access or information]
  • [Any dependency that must be completed first]

Roles and Responsibilities

Role Responsibility
[Role 1] [What they do]

Process Steps

Step 1: [Step name]

  • Who: [Role]
  • When: [Trigger or timing]
  • How: [Substeps numbered]
  • Output: [What exists at end of this step]
  • Tool: [System used]

[Continue for all steps]


Edge Cases and Exceptions

Situation What to do Who to contact
[Edge case] [Action] [Name/role]

Common Mistakes

[2-4 things people get wrong the first time]

Escalation Path

[Name/role] → [Next level] → [Final escalation]

Review

Next review due: [Date]

Quality Checks

  • Every step has a named role (not "someone" or "the team")
  • Edge cases and exceptions table is complete
  • Prerequisites are listed so someone new can prepare before starting
  • Escalation path is named (specific people or roles, not just "your manager")
  • Review date is set

Example Trigger Phrases

  • "Document this process: [description]"
  • "Write a process guide for [workflow]"
  • "Map out how [process] works"