Files
pm-claude-skills/exports/aider/pm-operations/process-documentation/process-documentation.md
T
mohitagw15856 036511ab3e Windsurf + Aider targets, MCP server, and demo placement (#33)
Broadens both reach (more tools) and content types (an MCP server), continuing
the multi-platform story.

Windsurf + Aider:
- build-exports.mjs gains two platforms: exports/windsurf/*.md (workspace rules,
  trigger: model_decision) and exports/aider/*.md (conventions for `aider --read`).
  Now 5 platforms (ChatGPT, Gemini, Cursor, Windsurf, Aider).
- install.sh + bin/cli.mjs install both (windsurf -> .windsurf/rules, aider ->
  .aider/skills with a --read hint); generated README index is excluded from copies.
- One-line windsurf-install.sh / aider-install.sh wrappers for parity.

MCP server (new content type):
- mcp/server.mjs — zero-dependency stdio MCP server exposing list_skills,
  search_skills, get_skill. Published as a second bin (pm-claude-skills-mcp).
  Logs to stderr; reads bundled skills/ at startup. mcp/README.md documents
  client config.

Also: README hero "See it in action" demo placement (ready to swap in a GIF;
recording guide in web/docs-assets/README.md), Works-With table + exports +
install docs updated, CHANGELOG Unreleased. package.json files/bin updated.


Claude-Session: https://claude.ai/code/session_016JWn5jRD5tcEFKrubjQ6Px

Co-authored-by: Claude <noreply@anthropic.com>
2026-06-17 23:15:38 +01:00

2.4 KiB

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

Anti-Patterns

  • Do not write steps without specifying who is responsible for each — ownership must be explicit throughout
  • Do not omit the escalation path — every process must say what happens when something goes wrong
  • Do not document the ideal process if the real process differs — document reality, then note improvements separately
  • Do not skip edge cases and exceptions — they are where most process failures actually occur
  • Do not produce documentation without a review date — undated process docs quickly become incorrect

Example Trigger Phrases

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