autodoc-agent-kit 1.0.0

package/src/modules/product/skills/pestel-analysis/SKILL.md

@@ -0,0 +1,376 @@
+---
+name: pestel-analysis
+description: Analyze political, economic, social, technological, environmental, and legal forces. Use when external market shifts could materially affect a product, roadmap, or strategy.
+intent: >-
+  Conduct a systematic analysis of macro-environmental factors—Political, Economic, Social, Technological, Environmental, and Legal—that could impact your product or project. Use this to identify external opportunities and threats, inform strategic planning, assess market entry risks, and make data-driven decisions about product direction in the context of broader forces beyond your control.
+type: component
+---
+
+
+## Purpose
+Conduct a systematic analysis of macro-environmental factors—Political, Economic, Social, Technological, Environmental, and Legal—that could impact your product or project. Use this to identify external opportunities and threats, inform strategic planning, assess market entry risks, and make data-driven decisions about product direction in the context of broader forces beyond your control.
+
+This is not internal analysis—it's outward-facing assessment of the big-picture forces shaping your product's environment.
+
+## Key Concepts
+
+### The PESTEL Framework
+Originating from Francis Joseph Aguilar's 1967 PEST analysis, PESTEL extends the framework to six categories:
+
+1. **Political:** Government policies, stability, trade regulations, taxation
+2. **Economic:** Growth rates, inflation, exchange rates, consumer spending
+3. **Social:** Demographics, cultural trends, lifestyle changes, consumer attitudes
+4. **Technological:** Advancements, R&D, automation, digital transformation
+5. **Environmental:** Climate change, sustainability, resource scarcity, regulations
+6. **Legal:** Compliance, IP rights, employment laws, health/safety regulations
+
+### Why This Works
+- **Comprehensive:** Covers all major external forces affecting your product
+- **Proactive:** Identifies threats and opportunities before they become critical
+- **Strategic:** Informs long-term planning, not just tactical decisions
+- **Risk management:** Highlights vulnerabilities in your product strategy
+
+### Anti-Patterns (What This Is NOT)
+- **Not competitive analysis:** PESTEL looks at macro factors, not competitors
+- **Not internal analysis:** Focuses on external environment, not your company's strengths/weaknesses
+- **Not static:** Macro environment changes—reassess regularly
+
+### When to Use This
+- Entering a new market or geography
+- Strategic planning (annual roadmapping, 3-5 year planning)
+- Assessing product viability in a changing environment
+- Risk assessment for new product initiatives
+- Pitching to execs or investors (shows environmental awareness)
+
+### When NOT to Use This
+- For tactical, short-term decisions (use competitive analysis instead)
+- When external factors are stable and well-understood
+- As a substitute for customer research (PESTEL is macro, not micro)
+
+---
+
+## Application
+
+Use `template.md` for the full fill-in structure.
+
+### Step 1: Define the Scope
+
+Clarify what you're analyzing:
+
+```markdown
+## Overview
+
+- **Project/Product Name:** [e.g., "AI-Powered Invoice Automation for SMBs"]
+- **Analysis Purpose:** [e.g., "Assess viability of launching in EU market"]
+- **Analyst:** [Your name or team]
+- **Date:** [Date of analysis]
+- **Geographic Scope:** [e.g., "United States and European Union"]
+- **Time Horizon:** [e.g., "Next 12-24 months"]
+```
+
+**Quality checks:**
+- **Specific:** Not "analyze market" but "assess viability of EU launch"
+- **Time-bound:** PESTEL factors change—state your horizon
+
+---
+
+### Step 2: Analyze Political Factors
+
+Examine government and regulatory influences:
+
+```markdown
+## 1. Political Factors
+
+### Government Policies
+- [How could government policies impact the product?]
+- [Example: "EU's AI Act requires transparency in AI decision-making; our invoice automation must explain recommendations"]
+
+### Political Stability
+- [Assess stability in relevant regions]
+- [Example: "US political stability is moderate; potential for regulatory changes in financial tech under new administration"]
+
+### Trade Regulations
+- [Examine trade regulations and their effects]
+- [Example: "Brexit complicates data transfer between UK and EU; may require separate infrastructure"]
+
+### Taxation Policy
+- [Analyze taxation policies and implications]
+- [Example: "Digital services tax in EU (3% on revenue) could impact pricing strategy"]
+```
+
+**Quality checks:**
+- **Specific to your product:** Don't list generic policies—explain the impact
+- **Actionable:** Can you adjust strategy based on this insight?
+
+---
+
+### Step 3: Analyze Economic Factors
+
+Examine economic conditions:
+
+```markdown
+## 2. Economic Factors
+
+### Economic Growth
+- [Evaluate growth rates and their impact]
+- [Example: "SMB sector growing 5% annually in US; strong demand for automation tools"]
+
+### Inflation Rate
+- [Consider inflation and its effect on pricing/costs]
+- [Example: "High inflation (6%) pressures SMB budgets; price sensitivity increases"]
+
+### Exchange Rates
+- [Analyze exchange rate fluctuations]
+- [Example: "Weak Euro vs. Dollar makes US pricing less competitive in EU; may need regional pricing"]
+
+### Consumer Spending
+- [Assess consumer spending levels]
+- [Example: "SMBs cutting discretionary spending due to recession fears; emphasize ROI (time savings) in messaging"]
+```
+
+**Quality checks:**
+- **Data-driven:** Use real economic indicators (GDP growth, inflation rates, etc.)
+- **Product-specific:** How do these trends affect *your* product?
+
+---
+
+### Step 4: Analyze Social Factors
+
+Examine societal and cultural trends:
+
+```markdown
+## 3. Social Factors
+
+### Demographics
+- [Examine demographics and market influence]
+- [Example: "Aging SMB owners (Baby Boomers) less tech-savvy; younger Gen X/Millennial owners more receptive to automation"]
+
+### Cultural Trends
+- [Analyze cultural trends and demand impact]
+- [Example: "Growing 'hustle culture' among freelancers increases demand for time-saving tools"]
+
+### Lifestyle Changes
+- [Consider lifestyle changes and implications]
+- [Example: "Remote work boom increases solo entrepreneurs and freelancers; core target market expanding"]
+
+### Consumer Attitudes
+- [Assess consumer attitudes and behaviors]
+- [Example: "Increasing trust in AI for routine tasks (invoicing, scheduling); less resistance than 5 years ago"]
+```
+
+**Quality checks:**
+- **Trend-based:** Reference actual cultural shifts, not assumptions
+- **Validated:** Use survey data, research reports, or demographic studies
+
+---
+
+### Step 5: Analyze Technological Factors
+
+Examine technology landscape:
+
+```markdown
+## 4. Technological Factors
+
+### Technological Advancements
+- [Identify advancements and their impact]
+- [Example: "Large language models (LLMs) enable better invoice data extraction; competitive advantage if adopted early"]
+
+### R&D Activity
+- [Evaluate sector R&D levels]
+- [Example: "High R&D investment in fintech automation; rapid innovation cycle—need to iterate fast"]
+
+### Automation
+- [Assess automation implications]
+- [Example: "Competitors adopting AI-powered automation; table stakes for market entry—must match or exceed"]
+
+### Digital Transformation
+- [Consider digital transformation trends]
+- [Example: "SMBs adopting cloud-first tools (QuickBooks Online, Xero); need strong integrations to succeed"]
+```
+
+**Quality checks:**
+- **Competitive context:** How does the tech landscape affect your position?
+- **Actionable:** What R&D or partnerships do you need?
+
+---
+
+### Step 6: Analyze Environmental Factors
+
+Examine environmental and sustainability issues:
+
+```markdown
+## 5. Environmental Factors
+
+### Climate Change
+- [Analyze climate change implications]
+- [Example: "Minimal direct impact; however, B Corps and sustainability-focused SMBs prefer vendors with carbon-neutral operations"]
+
+### Sustainability Practices
+- [Evaluate sustainability impact]
+- [Example: "Growing demand for 'green tech'; marketing opportunity to highlight cloud efficiency vs. on-prem servers"]
+
+### Resource Scarcity
+- [Assess resource scarcity risks]
+- [Example: "Low risk; software product doesn't depend on physical resources"]
+
+### Environmental Regulations
+- [Examine environmental regulations]
+- [Example: "EU's Carbon Border Adjustment Mechanism (CBAM) doesn't affect SaaS directly"]
+```
+
+**Quality checks:**
+- **Honest assessment:** If impact is minimal, say so (don't force relevance)
+- **Market positioning:** Can environmental factors be a differentiator?
+
+---
+
+### Step 7: Analyze Legal Factors
+
+Examine legal and compliance landscape:
+
+```markdown
+## 6. Legal Factors
+
+### Compliance Requirements
+- [Identify legal/compliance requirements]
+- [Example: "GDPR compliance required for EU customers; must implement data residency, right-to-be-forgotten, consent management"]
+
+### Intellectual Property Rights
+- [Evaluate IP importance and protection]
+- [Example: "Patent landscape for AI invoice processing is crowded; focus on trade secrets over patents"]
+
+### Employment Laws
+- [Consider employment laws and implications]
+- [Example: "Remote hiring across EU requires understanding of local labor laws (Germany, France have strict employment contracts)"]
+
+### Health and Safety Regulations
+- [Assess health/safety regulations]
+- [Example: "Not applicable (software product)"]
+```
+
+**Quality checks:**
+- **Legal risk assessment:** What could block or delay your product?
+- **Compliance costs:** Budget for legal, data residency, certifications?
+
+---
+
+### Step 8: Synthesize Insights
+
+After analyzing all six factors, summarize:
+
+```markdown
+## Strategic Insights Summary
+
+### Top Opportunities:
+1. **[Opportunity 1]** - [Description and action]
+   - [Example: "Social: Remote work boom expands target market → Increase marketing to freelancers"]
+2. **[Opportunity 2]** - [Description and action]
+3. **[Opportunity 3]** - [Description and action]
+
+### Top Threats:
+1. **[Threat 1]** - [Description and mitigation]
+   - [Example: "Economic: Recession fears increase price sensitivity → Emphasize ROI in messaging, offer lower-tier pricing"]
+2. **[Threat 2]** - [Description and mitigation]
+3. **[Threat 3]** - [Description and mitigation]
+
+### Strategic Recommendations:
+1. **[Recommendation 1]** - [Action to take]
+2. **[Recommendation 2]** - [Action to take]
+3. **[Recommendation 3]** - [Action to take]
+```
+
+---
+
+### Step 9: Update Regularly
+
+- **Annual review:** Reassess PESTEL factors during strategic planning
+- **Trigger events:** Update when major external events occur (new regulations, economic shifts, etc.)
+- **Track changes:** Document how factors evolve over time
+
+---
+
+## Examples
+
+See `examples/sample.md` for a full PESTEL analysis example.
+
+Mini example excerpt:
+
+```markdown
+### 1. Political Factors
+- EU AI Act requires transparency in AI decision-making
+
+### 2. Economic Factors
+- High inflation increases SMB price sensitivity
+```
+
+## Common Pitfalls
+
+### Pitfall 1: Generic Analysis
+**Symptom:** "Political: Regulations exist. Economic: Economy affects spending."
+
+**Consequence:** No actionable insights.
+
+**Fix:** Be specific: "EU AI Act requires explainable AI → Need transparency features by Q3 2026."
+
+---
+
+### Pitfall 2: Ignoring Low-Impact Factors
+**Symptom:** Forcing relevance where none exists (e.g., "Climate change affects our SaaS product...")
+
+**Consequence:** Wastes time, dilutes focus.
+
+**Fix:** If a factor has low impact, say so. Focus effort on high-impact areas.
+
+---
+
+### Pitfall 3: No Data Sources
+**Symptom:** "Economic growth is strong" (no citation)
+
+**Consequence:** Unverifiable claims, low credibility.
+
+**Fix:** Cite sources: "SMB sector growing 5% annually (US Census Bureau, 2025)."
+
+---
+
+### Pitfall 4: Analysis Without Action
+**Symptom:** Long list of factors, no strategic recommendations
+
+**Consequence:** Insights don't inform decisions.
+
+**Fix:** Synthesize into "Top Opportunities," "Top Threats," and "Strategic Recommendations."
+
+---
+
+### Pitfall 5: One-Time Exercise
+**Symptom:** PESTEL analysis done once, never revisited
+
+**Consequence:** Stale insights as macro environment shifts.
+
+**Fix:** Review annually or when major external events occur (new regulations, economic shifts, etc.).
+
+---
+
+## References
+
+### Related Skills
+- `skills/recommendation-canvas/SKILL.md` — PESTEL factors inform risk assessment in canvas
+- `skills/positioning-statement/SKILL.md` — PESTEL insights shape competitive positioning
+- `skills/problem-statement/SKILL.md` — Social/economic factors influence customer problems
+
+### External Frameworks
+- Francis Joseph Aguilar, *Scanning the Business Environment* (1967) — Origin of PEST analysis
+- PESTEL (extension of PEST to include Environmental and Legal)
+- Michael Porter, *Competitive Strategy* (1980) — Complements PESTEL with industry-level analysis
+
+### Dean's Work
+- PESTEL Analysis Prompt Template (adapted from Aguilar's framework)
+
+### Provenance
+- Adapted from `prompts/pestel-analysis-prompt-template.md` in the `https://github.com/deanpeters/product-manager-prompts` repo.
+
+---
+
+**Skill type:** Component
+**Suggested filename:** `pestel-analysis.md`
+**Suggested placement:** `/skills/components/`
+**Dependencies:** References `skills/recommendation-canvas/SKILL.md`, `skills/positioning-statement/SKILL.md`

package/src/modules/product/skills/pestel-analysis/examples/sample.md

@@ -0,0 +1,143 @@
+# PESTEL Analysis Examples
+
+### Example 1: Good PESTEL Analysis (AI Invoice Automation for SMBs)
+
+```markdown
+## PESTEL Analysis: AI Invoice Automation for SMBs
+
+### Overview
+- **Project/Product Name:** SmartInvoice AI
+- **Analysis Purpose:** Assess viability of US and EU market entry
+- **Analyst:** Product Strategy Team
+- **Date:** February 2026
+- **Geographic Scope:** United States, European Union
+- **Time Horizon:** 12-24 months
+
+---
+
+### 1. Political Factors
+
+**Government Policies:**
+- **EU AI Act (2024):** Requires transparency in AI decision-making. Our invoice recommendation engine must provide explanations for suggested payment timing.
+- **US Executive Order on AI:** Encourages AI adoption but with ethical guidelines. No direct compliance burden, but aligns with "trustworthy AI" messaging.
+
+**Political Stability:**
+- **US:** Moderate stability; potential for regulatory changes in fintech under new administration. Monitor SEC guidance on AI in financial services.
+- **EU:** Stable; strong regulatory framework already established.
+
+**Trade Regulations:**
+- **Brexit:** Complicates UK-EU data flows. May require separate UK data residency infrastructure (cost: ~$50k/year).
+
+**Taxation Policy:**
+- **EU Digital Services Tax (3% on revenue):** Impacts pricing. Need to factor into EU pricing strategy or absorb cost.
+
+---
+
+### 2. Economic Factors
+
+**Economic Growth:**
+- **SMB sector growth:** 5% annually in US, 3% in EU. Strong tailwinds for automation tools.
+
+**Inflation Rate:**
+- **High inflation (6% in US, 4% in EU):** SMB budgets tightening. Increased price sensitivity—must emphasize ROI (time savings = labor cost savings).
+
+**Exchange Rates:**
+- **Weak Euro vs. Dollar (1.05 EUR/USD):** US pricing less competitive in EU. Consider regional pricing (€49/month vs. $49/month).
+
+**Consumer Spending:**
+- **Recession fears:** SMBs cutting discretionary spending. Position as "must-have" (saves time/money) not "nice-to-have."
+
+---
+
+### 3. Social Factors
+
+**Demographics:**
+- **Aging SMB owners:** Older owners (Baby Boomers) less tech-savvy; prioritize ease of use. Younger owners (Gen X/Millennials) more receptive to AI.
+
+**Cultural Trends:**
+- **'Hustle culture' among freelancers:** Growing demand for productivity tools. Marketing angle: "Reclaim your evenings—automate invoicing."
+
+**Lifestyle Changes:**
+- **Remote work boom:** 40% increase in solo entrepreneurs since 2020. Core target market expanding rapidly.
+
+**Consumer Attitudes:**
+- **Trust in AI:** 65% of SMBs now trust AI for routine tasks (up from 40% in 2020). Lower resistance to adoption.
+
+---
+
+### 4. Technological Factors
+
+**Technological Advancements:**
+- **LLMs (GPT-4, Claude):** Enable 95%+ accuracy in invoice data extraction. Competitive advantage if adopted early; competitors catching up fast.
+
+**R&D Activity:**
+- **High fintech R&D:** $20B+ invested in fintech automation in 2025. Rapid innovation cycle—need 6-month release cadence minimum.
+
+**Automation:**
+- **Competitor adoption:** 80% of invoice tools now offer some AI. Table stakes—must match or exceed.
+
+**Digital Transformation:**
+- **Cloud-first SMBs:** 70% use cloud accounting (QuickBooks Online, Xero, FreshBooks). Strong integrations are critical to adoption.
+
+---
+
+### 5. Environmental Factors
+
+**Climate Change:**
+- **Low direct impact:** Software product has minimal carbon footprint.
+
+**Sustainability Practices:**
+- **B Corp trend:** 20% of SMBs now prioritize sustainability. Marketing opportunity: "Cloud-efficient vs. on-prem servers = lower carbon footprint."
+
+**Resource Scarcity:**
+- **Not applicable:** No physical resource dependencies.
+
+**Environmental Regulations:**
+- **EU CBAM:** Doesn't affect SaaS products.
+
+---
+
+### 6. Legal Factors
+
+**Compliance Requirements:**
+- **GDPR (EU):** Required. Must implement: data residency (EU servers), right-to-be-forgotten, consent management. Cost: ~$100k setup + $30k/year.
+- **CCPA (California):** Similar to GDPR but less strict. Piggyback on GDPR infrastructure.
+
+**Intellectual Property Rights:**
+- **Patent landscape:** Crowded (200+ AI invoice patents). Low defensibility—focus on trade secrets, fast iteration.
+
+**Employment Laws:**
+- **EU remote hiring:** Complex labor laws (Germany, France). If hiring EU-based support/sales, need local legal counsel.
+
+**Health and Safety Regulations:**
+- **Not applicable:** Software product.
+
+---
+
+### Strategic Insights Summary
+
+**Top Opportunities:**
+1. **Social: Remote work boom** → Target freelancers and solo entrepreneurs aggressively (40% market growth)
+2. **Technological: LLM adoption** → Early LLM integration = competitive advantage (6-12 month lead)
+3. **Economic: ROI focus** → Recession-proof messaging: "Save 5 hours/month = $500/month labor savings"
+
+**Top Threats:**
+1. **Economic: Price sensitivity** → Inflation pressures budgets. Mitigation: Offer $19/month starter tier, emphasize ROI
+2. **Legal: GDPR compliance** → $100k setup cost, ongoing $30k/year. Mitigation: Budget allocated, prioritize EU launch post-US validation
+3. **Political: EU AI Act** → Explainable AI requirement. Mitigation: Build transparency features into product (show why AI suggested reminder timing)
+
+**Strategic Recommendations:**
+1. **Launch US first (6-month lead):** Validate product-market fit, defer GDPR costs until proven
+2. **Invest in LLM integration:** Secure competitive advantage before competitors catch up
+3. **Emphasize ROI messaging:** Position as cost-saving (not productivity), especially in recession-sensitive markets
+4. **Plan EU launch for Q3 2026:** After US validation, allocate $130k for GDPR compliance and EU infrastructure
+5. **Target freelancers first:** Fastest-growing segment, most price-sensitive, highest willingness to try new tools
+```
+
+**Why this works:**
+- Specific to the product (not generic)
+- Data-driven (cites percentages, costs, trends)
+- Actionable (clear strategic recommendations)
+- Honest (acknowledges low environmental impact)
+
+---

package/src/modules/product/skills/pestel-analysis/template.md

@@ -0,0 +1,53 @@
+# PESTEL Analysis Template
+
+Use this template to analyze Political, Economic, Social, Technological, Environmental, and Legal factors.
+
+## Provenance
+Adapted from `prompts/pestel-analysis-prompt-template.md` in the `https://github.com/deanpeters/product-manager-prompts` repo.
+
+## Template
+```markdown
+## Overview
+- **Project/Product Name:** [Name]
+- **Analysis Purpose:** [Goal]
+- **Analyst:** [Name/team]
+- **Date:** [Date]
+- **Geographic Scope:** [Region]
+- **Time Horizon:** [Timeframe]
+
+## 1. Political Factors
+- **Government Policies:** [Impact]
+- **Political Stability:** [Impact]
+- **Trade Regulations:** [Impact]
+- **Taxation Policy:** [Impact]
+
+## 2. Economic Factors
+- **Economic Growth:** [Impact]
+- **Inflation Rate:** [Impact]
+- **Exchange Rates:** [Impact]
+- **Consumer Spending:** [Impact]
+
+## 3. Social Factors
+- **Demographics:** [Impact]
+- **Cultural Trends:** [Impact]
+- **Lifestyle Changes:** [Impact]
+- **Consumer Attitudes:** [Impact]
+
+## 4. Technological Factors
+- **Technological Advancements:** [Impact]
+- **R&D Activity:** [Impact]
+- **Automation:** [Impact]
+- **Digital Transformation:** [Impact]
+
+## 5. Environmental Factors
+- **Climate Change:** [Impact]
+- **Sustainability Practices:** [Impact]
+- **Resource Scarcity:** [Impact]
+- **Environmental Regulations:** [Impact]
+
+## 6. Legal Factors
+- **Compliance Requirements:** [Impact]
+- **Intellectual Property Rights:** [Impact]
+- **Employment Laws:** [Impact]
+- **Health and Safety Regulations:** [Impact]
+```