opencode-knowledge-work 0.0.0-stage → 0.1.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (472) hide show
  1. package/LICENSE +212 -0
  2. package/README.md +124 -2
  3. package/content/bio-research/.mcp.json +48 -0
  4. package/content/bio-research/CONNECTORS.md +23 -0
  5. package/content/bio-research/LICENSE +202 -0
  6. package/content/bio-research/README.md +83 -0
  7. package/content/bio-research/skills/bio-research-instrument-data-to-allotrope/LICENSE.txt +201 -0
  8. package/content/bio-research/skills/bio-research-instrument-data-to-allotrope/SKILL.md +280 -0
  9. package/content/bio-research/skills/bio-research-instrument-data-to-allotrope/references/asm_schema_overview.md +226 -0
  10. package/content/bio-research/skills/bio-research-instrument-data-to-allotrope/references/field_classification_guide.md +503 -0
  11. package/content/bio-research/skills/bio-research-instrument-data-to-allotrope/references/flattening_guide.md +254 -0
  12. package/content/bio-research/skills/bio-research-instrument-data-to-allotrope/references/supported_instruments.md +151 -0
  13. package/content/bio-research/skills/bio-research-instrument-data-to-allotrope/requirements.txt +26 -0
  14. package/content/bio-research/skills/bio-research-instrument-data-to-allotrope/scripts/convert_to_asm.py +543 -0
  15. package/content/bio-research/skills/bio-research-instrument-data-to-allotrope/scripts/export_parser.py +481 -0
  16. package/content/bio-research/skills/bio-research-instrument-data-to-allotrope/scripts/flatten_asm.py +254 -0
  17. package/content/bio-research/skills/bio-research-instrument-data-to-allotrope/scripts/validate_asm.py +1102 -0
  18. package/content/bio-research/skills/bio-research-nextflow-development/LICENSE.txt +201 -0
  19. package/content/bio-research/skills/bio-research-nextflow-development/SKILL.md +290 -0
  20. package/content/bio-research/skills/bio-research-nextflow-development/references/geo-sra-acquisition.md +416 -0
  21. package/content/bio-research/skills/bio-research-nextflow-development/references/installation.md +96 -0
  22. package/content/bio-research/skills/bio-research-nextflow-development/references/pipelines/atacseq.md +138 -0
  23. package/content/bio-research/skills/bio-research-nextflow-development/references/pipelines/rnaseq.md +118 -0
  24. package/content/bio-research/skills/bio-research-nextflow-development/references/pipelines/sarek.md +145 -0
  25. package/content/bio-research/skills/bio-research-nextflow-development/references/troubleshooting.md +137 -0
  26. package/content/bio-research/skills/bio-research-nextflow-development/scripts/check_environment.py +452 -0
  27. package/content/bio-research/skills/bio-research-nextflow-development/scripts/config/genomes.yaml +148 -0
  28. package/content/bio-research/skills/bio-research-nextflow-development/scripts/config/pipelines/atacseq.yaml +187 -0
  29. package/content/bio-research/skills/bio-research-nextflow-development/scripts/config/pipelines/rnaseq.yaml +147 -0
  30. package/content/bio-research/skills/bio-research-nextflow-development/scripts/config/pipelines/sarek.yaml +233 -0
  31. package/content/bio-research/skills/bio-research-nextflow-development/scripts/detect_data_type.py +300 -0
  32. package/content/bio-research/skills/bio-research-nextflow-development/scripts/generate_samplesheet.py +455 -0
  33. package/content/bio-research/skills/bio-research-nextflow-development/scripts/manage_genomes.py +521 -0
  34. package/content/bio-research/skills/bio-research-nextflow-development/scripts/sra_geo_fetch.py +732 -0
  35. package/content/bio-research/skills/bio-research-nextflow-development/scripts/utils/__init__.py +69 -0
  36. package/content/bio-research/skills/bio-research-nextflow-development/scripts/utils/file_discovery.py +189 -0
  37. package/content/bio-research/skills/bio-research-nextflow-development/scripts/utils/ncbi_utils.py +808 -0
  38. package/content/bio-research/skills/bio-research-nextflow-development/scripts/utils/sample_inference.py +290 -0
  39. package/content/bio-research/skills/bio-research-nextflow-development/scripts/utils/validators.py +256 -0
  40. package/content/bio-research/skills/bio-research-scientific-problem-selection/LICENSE.txt +201 -0
  41. package/content/bio-research/skills/bio-research-scientific-problem-selection/SKILL.md +269 -0
  42. package/content/bio-research/skills/bio-research-scientific-problem-selection/references/01-intuition-pumps.md +264 -0
  43. package/content/bio-research/skills/bio-research-scientific-problem-selection/references/02-risk-assessment.md +323 -0
  44. package/content/bio-research/skills/bio-research-scientific-problem-selection/references/03-optimization-function.md +481 -0
  45. package/content/bio-research/skills/bio-research-scientific-problem-selection/references/04-parameter-strategy.md +396 -0
  46. package/content/bio-research/skills/bio-research-scientific-problem-selection/references/05-decision-tree.md +85 -0
  47. package/content/bio-research/skills/bio-research-scientific-problem-selection/references/06-adversity-planning.md +123 -0
  48. package/content/bio-research/skills/bio-research-scientific-problem-selection/references/07-problem-inversion.md +152 -0
  49. package/content/bio-research/skills/bio-research-scientific-problem-selection/references/08-integration-synthesis.md +173 -0
  50. package/content/bio-research/skills/bio-research-scientific-problem-selection/references/09-meta-framework.md +504 -0
  51. package/content/bio-research/skills/bio-research-scvi-tools/LICENSE.txt +201 -0
  52. package/content/bio-research/skills/bio-research-scvi-tools/SKILL.md +155 -0
  53. package/content/bio-research/skills/bio-research-scvi-tools/references/atac_peakvi.md +398 -0
  54. package/content/bio-research/skills/bio-research-scvi-tools/references/batch_correction_sysvi.md +417 -0
  55. package/content/bio-research/skills/bio-research-scvi-tools/references/citeseq_totalvi.md +420 -0
  56. package/content/bio-research/skills/bio-research-scvi-tools/references/data_preparation.md +286 -0
  57. package/content/bio-research/skills/bio-research-scvi-tools/references/environment_setup.md +254 -0
  58. package/content/bio-research/skills/bio-research-scvi-tools/references/label_transfer.md +373 -0
  59. package/content/bio-research/skills/bio-research-scvi-tools/references/multiome_multivi.md +384 -0
  60. package/content/bio-research/skills/bio-research-scvi-tools/references/rna_velocity_velovi.md +410 -0
  61. package/content/bio-research/skills/bio-research-scvi-tools/references/scarches_mapping.md +401 -0
  62. package/content/bio-research/skills/bio-research-scvi-tools/references/scrna_integration.md +429 -0
  63. package/content/bio-research/skills/bio-research-scvi-tools/references/spatial_deconvolution.md +438 -0
  64. package/content/bio-research/skills/bio-research-scvi-tools/references/troubleshooting.md +420 -0
  65. package/content/bio-research/skills/bio-research-scvi-tools/scripts/cluster_embed.py +212 -0
  66. package/content/bio-research/skills/bio-research-scvi-tools/scripts/differential_expression.py +220 -0
  67. package/content/bio-research/skills/bio-research-scvi-tools/scripts/integrate_datasets.py +237 -0
  68. package/content/bio-research/skills/bio-research-scvi-tools/scripts/model_utils.py +634 -0
  69. package/content/bio-research/skills/bio-research-scvi-tools/scripts/prepare_data.py +169 -0
  70. package/content/bio-research/skills/bio-research-scvi-tools/scripts/train_model.py +370 -0
  71. package/content/bio-research/skills/bio-research-scvi-tools/scripts/transfer_labels.py +224 -0
  72. package/content/bio-research/skills/bio-research-scvi-tools/scripts/validate_adata.py +397 -0
  73. package/content/bio-research/skills/bio-research-single-cell-rna-qc/LICENSE.txt +201 -0
  74. package/content/bio-research/skills/bio-research-single-cell-rna-qc/SKILL.md +175 -0
  75. package/content/bio-research/skills/bio-research-single-cell-rna-qc/references/scverse_qc_guidelines.md +186 -0
  76. package/content/bio-research/skills/bio-research-single-cell-rna-qc/scripts/qc_analysis.py +232 -0
  77. package/content/bio-research/skills/bio-research-single-cell-rna-qc/scripts/qc_core.py +233 -0
  78. package/content/bio-research/skills/bio-research-single-cell-rna-qc/scripts/qc_plotting.py +235 -0
  79. package/content/bio-research/skills/bio-research-start/SKILL.md +79 -0
  80. package/content/customer-support/.mcp.json +40 -0
  81. package/content/customer-support/CONNECTORS.md +19 -0
  82. package/content/customer-support/LICENSE +202 -0
  83. package/content/customer-support/README.md +140 -0
  84. package/content/customer-support/skills/customer-support-customer-escalation/SKILL.md +248 -0
  85. package/content/customer-support/skills/customer-support-customer-research/SKILL.md +252 -0
  86. package/content/customer-support/skills/customer-support-draft-response/SKILL.md +418 -0
  87. package/content/customer-support/skills/customer-support-kb-article/SKILL.md +351 -0
  88. package/content/customer-support/skills/customer-support-ticket-triage/SKILL.md +275 -0
  89. package/content/data/.mcp.json +36 -0
  90. package/content/data/CONNECTORS.md +18 -0
  91. package/content/data/LICENSE +202 -0
  92. package/content/data/README.md +121 -0
  93. package/content/data/skills/data-analyze/SKILL.md +119 -0
  94. package/content/data/skills/data-build-dashboard/SKILL.md +924 -0
  95. package/content/data/skills/data-create-viz/SKILL.md +154 -0
  96. package/content/data/skills/data-data-context-extractor/SKILL.md +227 -0
  97. package/content/data/skills/data-data-context-extractor/references/domain-template.md +147 -0
  98. package/content/data/skills/data-data-context-extractor/references/example-output.md +198 -0
  99. package/content/data/skills/data-data-context-extractor/references/skill-template.md +148 -0
  100. package/content/data/skills/data-data-context-extractor/references/sql-dialects.md +121 -0
  101. package/content/data/skills/data-data-context-extractor/scripts/package_data_skill.py +126 -0
  102. package/content/data/skills/data-data-visualization/SKILL.md +305 -0
  103. package/content/data/skills/data-explore-data/SKILL.md +325 -0
  104. package/content/data/skills/data-sql-queries/SKILL.md +428 -0
  105. package/content/data/skills/data-statistical-analysis/SKILL.md +245 -0
  106. package/content/data/skills/data-validate-data/SKILL.md +383 -0
  107. package/content/data/skills/data-write-query/SKILL.md +122 -0
  108. package/content/design/.mcp.json +44 -0
  109. package/content/design/CONNECTORS.md +18 -0
  110. package/content/design/README.md +117 -0
  111. package/content/design/skills/design-accessibility-review/SKILL.md +128 -0
  112. package/content/design/skills/design-design-critique/SKILL.md +118 -0
  113. package/content/design/skills/design-design-handoff/SKILL.md +131 -0
  114. package/content/design/skills/design-design-system/SKILL.md +190 -0
  115. package/content/design/skills/design-research-synthesis/SKILL.md +92 -0
  116. package/content/design/skills/design-user-research/SKILL.md +41 -0
  117. package/content/design/skills/design-ux-copy/SKILL.md +107 -0
  118. package/content/engineering/.mcp.json +48 -0
  119. package/content/engineering/CONNECTORS.md +19 -0
  120. package/content/engineering/README.md +136 -0
  121. package/content/engineering/skills/engineering-architecture/SKILL.md +85 -0
  122. package/content/engineering/skills/engineering-code-review/SKILL.md +118 -0
  123. package/content/engineering/skills/engineering-debug/SKILL.md +95 -0
  124. package/content/engineering/skills/engineering-deploy-checklist/SKILL.md +78 -0
  125. package/content/engineering/skills/engineering-documentation/SKILL.md +49 -0
  126. package/content/engineering/skills/engineering-incident-response/SKILL.md +158 -0
  127. package/content/engineering/skills/engineering-standup/SKILL.md +75 -0
  128. package/content/engineering/skills/engineering-system-design/SKILL.md +42 -0
  129. package/content/engineering/skills/engineering-tech-debt/SKILL.md +32 -0
  130. package/content/engineering/skills/engineering-testing-strategy/SKILL.md +33 -0
  131. package/content/enterprise-search/.mcp.json +36 -0
  132. package/content/enterprise-search/CONNECTORS.md +21 -0
  133. package/content/enterprise-search/LICENSE +202 -0
  134. package/content/enterprise-search/README.md +157 -0
  135. package/content/enterprise-search/skills/enterprise-search-digest/SKILL.md +173 -0
  136. package/content/enterprise-search/skills/enterprise-search-knowledge-synthesis/SKILL.md +258 -0
  137. package/content/enterprise-search/skills/enterprise-search-search/SKILL.md +178 -0
  138. package/content/enterprise-search/skills/enterprise-search-search-strategy/SKILL.md +222 -0
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  140. package/content/finance/.mcp.json +32 -0
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  143. package/content/finance/README.md +92 -0
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  147. package/content/finance/skills/finance-journal-entry/SKILL.md +131 -0
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  150. package/content/finance/skills/finance-sox-testing/SKILL.md +218 -0
  151. package/content/finance/skills/finance-variance-analysis/SKILL.md +266 -0
  152. package/content/human-resources/.mcp.json +28 -0
  153. package/content/human-resources/CONNECTORS.md +19 -0
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  159. package/content/human-resources/skills/human-resources-org-planning/SKILL.md +28 -0
  160. package/content/human-resources/skills/human-resources-people-report/SKILL.md +99 -0
  161. package/content/human-resources/skills/human-resources-performance-review/SKILL.md +149 -0
  162. package/content/human-resources/skills/human-resources-policy-lookup/SKILL.md +94 -0
  163. package/content/human-resources/skills/human-resources-recruiting-pipeline/SKILL.md +31 -0
  164. package/content/legal/.mcp.json +36 -0
  165. package/content/legal/CONNECTORS.md +21 -0
  166. package/content/legal/LICENSE +202 -0
  167. package/content/legal/README.md +234 -0
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  169. package/content/legal/skills/legal-compliance-check/SKILL.md +274 -0
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@@ -0,0 +1,266 @@
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+ ---
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+ name: variance-analysis
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+ description: Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.
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+ argument-hint: "<line item> <period> vs <comparison>"
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+ ---
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+
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+ # Variance Analysis
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+
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+ **Important**: This skill assists with variance analysis workflows but does not provide financial advice. All analyses should be reviewed by qualified financial professionals before use in reporting.
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+
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+ Techniques for decomposing variances, materiality thresholds, narrative generation, waterfall chart methodology, and budget vs actual vs forecast comparisons.
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+
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+ ## Variance Decomposition Techniques
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+
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+ ### Price / Volume Decomposition
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+
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+ The most fundamental variance decomposition. Used for revenue, cost of goods, and any metric that can be expressed as Price x Volume.
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+
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+ **Formula:**
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+ ```
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+ Total Variance = Actual - Budget (or Prior)
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+
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+ Volume Effect = (Actual Volume - Budget Volume) x Budget Price
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+ Price Effect = (Actual Price - Budget Price) x Actual Volume
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+ Mix Effect = Residual (interaction term), or allocated proportionally
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+
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+ Verification: Volume Effect + Price Effect = Total Variance
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+ (when mix is embedded in the price/volume terms)
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+ ```
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+
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+ **Three-way decomposition (separating mix):**
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+ ```
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+ Volume Effect = (Actual Volume - Budget Volume) x Budget Price x Budget Mix
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+ Price Effect = (Actual Price - Budget Price) x Budget Volume x Actual Mix
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+ Mix Effect = Budget Price x Budget Volume x (Actual Mix - Budget Mix)
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+ ```
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+
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+ **Example — Revenue variance:**
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+ - Budget: 10,000 units at $50 = $500,000
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+ - Actual: 11,000 units at $48 = $528,000
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+ - Total variance: +$28,000 favorable
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+ - Volume effect: +1,000 units x $50 = +$50,000 (favorable — sold more units)
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+ - Price effect: -$2 x 11,000 units = -$22,000 (unfavorable — lower ASP)
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+ - Net: +$28,000
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+
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+ ### Rate / Mix Decomposition
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+
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+ Used when analyzing blended rates across segments with different unit economics.
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+
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+ **Formula:**
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+ ```
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+ Rate Effect = Sum of (Actual Volume_i x (Actual Rate_i - Budget Rate_i))
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+ Mix Effect = Sum of (Budget Rate_i x (Actual Volume_i - Expected Volume_i at Budget Mix))
54
+ ```
55
+
56
+ **Example — Gross margin variance:**
57
+ - Product A: 60% margin, Product B: 40% margin
58
+ - Budget mix: 50% A, 50% B → Blended margin 50%
59
+ - Actual mix: 40% A, 60% B → Blended margin 48%
60
+ - Mix effect explains 2pp of margin compression
61
+
62
+ ### Headcount / Compensation Decomposition
63
+
64
+ Used for analyzing payroll and people-cost variances.
65
+
66
+ ```
67
+ Total Comp Variance = Actual Compensation - Budget Compensation
68
+
69
+ Decompose into:
70
+ 1. Headcount variance = (Actual HC - Budget HC) x Budget Avg Comp
71
+ 2. Rate variance = (Actual Avg Comp - Budget Avg Comp) x Budget HC
72
+ 3. Mix variance = Difference due to level/department mix shift
73
+ 4. Timing variance = Hiring earlier/later than planned (partial-period effect)
74
+ 5. Attrition impact = Savings from unplanned departures (partially offset by backfill costs)
75
+ ```
76
+
77
+ ### Spend Category Decomposition
78
+
79
+ Used for operating expense analysis when price/volume is not applicable.
80
+
81
+ ```
82
+ Total OpEx Variance = Actual OpEx - Budget OpEx
83
+
84
+ Decompose by:
85
+ 1. Headcount-driven costs (salaries, benefits, payroll taxes, recruiting)
86
+ 2. Volume-driven costs (hosting, transaction fees, commissions, shipping)
87
+ 3. Discretionary spend (travel, events, professional services, marketing programs)
88
+ 4. Contractual/fixed costs (rent, insurance, software licenses, subscriptions)
89
+ 5. One-time / non-recurring (severance, legal settlements, write-offs, project costs)
90
+ 6. Timing / phasing (spend shifted between periods vs plan)
91
+ ```
92
+
93
+ ## Materiality Thresholds and Investigation Triggers
94
+
95
+ ### Setting Thresholds
96
+
97
+ Materiality thresholds determine which variances require investigation and narrative explanation. Set thresholds based on:
98
+
99
+ 1. **Financial statement materiality:** Typically 1-5% of a key benchmark (revenue, total assets, net income)
100
+ 2. **Line item size:** Larger line items warrant lower percentage thresholds
101
+ 3. **Volatility:** More volatile line items may need higher thresholds to avoid noise
102
+ 4. **Management attention:** What level of variance would change a decision?
103
+
104
+ ### Recommended Threshold Framework
105
+
106
+ | Comparison Type | Dollar Threshold | Percentage Threshold | Trigger |
107
+ |----------------|-----------------|---------------------|---------|
108
+ | Actual vs Budget | Organization-specific | 10% | Either exceeded |
109
+ | Actual vs Prior Period | Organization-specific | 15% | Either exceeded |
110
+ | Actual vs Forecast | Organization-specific | 5% | Either exceeded |
111
+ | Sequential (MoM) | Organization-specific | 20% | Either exceeded |
112
+
113
+ *Set dollar thresholds based on your organization's size. Common practice: 0.5%-1% of revenue for income statement items.*
114
+
115
+ ### Investigation Priority
116
+
117
+ When multiple variances exceed thresholds, prioritize investigation by:
118
+
119
+ 1. **Largest absolute dollar variance** — biggest P&L impact
120
+ 2. **Largest percentage variance** — may indicate process issue or error
121
+ 3. **Unexpected direction** — variance opposite to trend or expectation
122
+ 4. **New variance** — item that was on track and is now off
123
+ 5. **Cumulative/trending variance** — growing each period
124
+
125
+ ## Narrative Generation for Variance Explanations
126
+
127
+ ### Structure for Each Variance Narrative
128
+
129
+ ```
130
+ [Line Item]: [Favorable/Unfavorable] variance of $[amount] ([percentage]%)
131
+ vs [comparison basis] for [period]
132
+
133
+ Driver: [Primary driver description]
134
+ [2-3 sentences explaining the business reason for the variance, with specific
135
+ quantification of contributing factors]
136
+
137
+ Outlook: [One-time / Expected to continue / Improving / Deteriorating]
138
+ Action: [None required / Monitor / Investigate further / Update forecast]
139
+ ```
140
+
141
+ ### Narrative Quality Checklist
142
+
143
+ Good variance narratives should be:
144
+
145
+ - [ ] **Specific:** Names the actual driver, not just "higher than expected"
146
+ - [ ] **Quantified:** Includes dollar and percentage impact of each driver
147
+ - [ ] **Causal:** Explains WHY it happened, not just WHAT happened
148
+ - [ ] **Forward-looking:** States whether the variance is expected to continue
149
+ - [ ] **Actionable:** Identifies any required follow-up or decision
150
+ - [ ] **Concise:** 2-4 sentences, not a paragraph of filler
151
+
152
+ ### Common Narrative Anti-Patterns to Avoid
153
+
154
+ - "Revenue was higher than budget due to higher revenue" (circular — no actual explanation)
155
+ - "Expenses were elevated this period" (vague — which expenses? why?)
156
+ - "Timing" without specifying what was early/late and when it will normalize
157
+ - "One-time" without explaining what the item was
158
+ - "Various small items" for a material variance (must decompose further)
159
+ - Focusing only on the largest driver and ignoring offsetting items
160
+
161
+ ## Waterfall Chart Methodology
162
+
163
+ ### Concept
164
+
165
+ A waterfall (or bridge) chart shows how you get from one value to another through a series of positive and negative contributors. Used to visualize variance decomposition.
166
+
167
+ ### Data Structure
168
+
169
+ ```
170
+ Starting value: [Base/Budget/Prior period amount]
171
+ Drivers: [List of contributing factors with signed amounts]
172
+ Ending value: [Actual/Current period amount]
173
+
174
+ Verification: Starting value + Sum of all drivers = Ending value
175
+ ```
176
+
177
+ ### Text-Based Waterfall Format
178
+
179
+ When a charting tool is not available, present as a text waterfall:
180
+
181
+ ```
182
+ WATERFALL: Revenue — Q4 Actual vs Q4 Budget
183
+
184
+ Q4 Budget Revenue $10,000K
185
+ |
186
+ |--[+] Volume growth (new customers) +$800K
187
+ |--[+] Expansion revenue (existing customers) +$400K
188
+ |--[-] Price reductions / discounting -$200K
189
+ |--[-] Churn / contraction -$350K
190
+ |--[+] FX tailwind +$50K
191
+ |--[-] Timing (deals slipped to Q1) -$150K
192
+ |
193
+ Q4 Actual Revenue $10,550K
194
+
195
+ Net Variance: +$550K (+5.5% favorable)
196
+ ```
197
+
198
+ ### Bridge Reconciliation Table
199
+
200
+ Complement the waterfall with a reconciliation table:
201
+
202
+ | Driver | Amount | % of Variance | Cumulative |
203
+ |--------|--------|---------------|------------|
204
+ | Volume growth | +$800K | 145% | +$800K |
205
+ | Expansion revenue | +$400K | 73% | +$1,200K |
206
+ | Price reductions | -$200K | -36% | +$1,000K |
207
+ | Churn / contraction | -$350K | -64% | +$650K |
208
+ | FX tailwind | +$50K | 9% | +$700K |
209
+ | Timing (deal slippage) | -$150K | -27% | +$550K |
210
+ | **Total variance** | **+$550K** | **100%** | |
211
+
212
+ *Note: Percentages can exceed 100% for individual drivers when there are offsetting items.*
213
+
214
+ ### Waterfall Best Practices
215
+
216
+ 1. Order drivers from largest positive to largest negative (or in logical business sequence)
217
+ 2. Keep to 5-8 drivers maximum — aggregate smaller items into "Other"
218
+ 3. Verify the waterfall reconciles (start + drivers = end)
219
+ 4. Color-code: green for favorable, red for unfavorable (in visual charts)
220
+ 5. Label each bar with both the amount and a brief description
221
+ 6. Include a "Total Variance" summary bar
222
+
223
+ ## Budget vs Actual vs Forecast Comparisons
224
+
225
+ ### Three-Way Comparison Framework
226
+
227
+ | Metric | Budget | Forecast | Actual | Bud Var ($) | Bud Var (%) | Fcast Var ($) | Fcast Var (%) |
228
+ |--------|--------|----------|--------|-------------|-------------|---------------|---------------|
229
+ | Revenue | $X | $X | $X | $X | X% | $X | X% |
230
+ | COGS | $X | $X | $X | $X | X% | $X | X% |
231
+ | Gross Profit | $X | $X | $X | $X | X% | $X | X% |
232
+
233
+ ### When to Use Each Comparison
234
+
235
+ - **Actual vs Budget:** Annual performance measurement, compensation decisions, board reporting. Budget is set at the beginning of the year and typically not changed.
236
+ - **Actual vs Forecast:** Operational management, identifying emerging issues. Forecast is updated periodically (monthly or quarterly) to reflect current expectations.
237
+ - **Forecast vs Budget:** Understanding how expectations have changed since planning. Useful for identifying planning accuracy issues.
238
+ - **Actual vs Prior Period:** Trend analysis, sequential performance. Useful when budget is not meaningful (new business lines, post-acquisition).
239
+ - **Actual vs Prior Year:** Year-over-year growth analysis, seasonality-adjusted comparison.
240
+
241
+ ### Forecast Accuracy Analysis
242
+
243
+ Track how accurate forecasts are over time to improve planning:
244
+
245
+ ```
246
+ Forecast Accuracy = 1 - |Actual - Forecast| / |Actual|
247
+
248
+ MAPE (Mean Absolute Percentage Error) = Average of |Actual - Forecast| / |Actual| across periods
249
+ ```
250
+
251
+ | Period | Forecast | Actual | Variance | Accuracy |
252
+ |--------|----------|--------|----------|----------|
253
+ | Jan | $X | $X | $X (X%) | XX% |
254
+ | Feb | $X | $X | $X (X%) | XX% |
255
+ | ... | ... | ... | ... | ... |
256
+ | **Avg**| | | **MAPE** | **XX%** |
257
+
258
+ ### Variance Trending
259
+
260
+ Track how variances evolve over the year to identify systematic bias:
261
+
262
+ - **Consistently favorable:** Budget may be too conservative (sandbagging)
263
+ - **Consistently unfavorable:** Budget may be too aggressive or execution issues
264
+ - **Growing unfavorable:** Deteriorating performance or unrealistic targets
265
+ - **Shrinking variance:** Forecast accuracy improving through the year (normal pattern)
266
+ - **Volatile:** Unpredictable business or poor forecasting methodology
@@ -0,0 +1,28 @@
1
+ {
2
+ "mcpServers": {
3
+ "slack": {
4
+ "type": "http",
5
+ "url": "https://mcp.slack.com/mcp",
6
+ "oauth": {
7
+ "clientId": "1601185624273.8899143856786",
8
+ "callbackPort": 3118
9
+ }
10
+ },
11
+ "google calendar": {
12
+ "type": "http",
13
+ "url": ""
14
+ },
15
+ "gmail": {
16
+ "type": "http",
17
+ "url": ""
18
+ },
19
+ "notion": {
20
+ "type": "http",
21
+ "url": "https://mcp.notion.com/mcp"
22
+ },
23
+ "atlassian": {
24
+ "type": "http",
25
+ "url": "https://mcp.atlassian.com/v1/mcp"
26
+ }
27
+ }
28
+ }
@@ -0,0 +1,19 @@
1
+ # Connectors
2
+
3
+ ## How tool references work
4
+
5
+ Plugin files use `~~category` as a placeholder for whatever tool the user connects in that category. For example, `~~HRIS` might mean Workday, BambooHR, or any other HRIS with an MCP server.
6
+
7
+ Plugins are **tool-agnostic** — they describe workflows in terms of categories (HRIS, ATS, email, etc.) rather than specific products. The `.mcp.json` pre-configures specific MCP servers, but any MCP server in that category works.
8
+
9
+ ## Connectors for this plugin
10
+
11
+ | Category | Placeholder | Included servers | Other options |
12
+ |----------|-------------|-----------------|---------------|
13
+ | ATS | `~~ATS` | — | Greenhouse, Lever, Ashby, Workable |
14
+ | Calendar | `~~calendar` | Google Calendar | Microsoft 365 |
15
+ | Chat | `~~chat` | Slack | Microsoft Teams |
16
+ | Email | `~~email` | Gmail, Microsoft 365 | — |
17
+ | HRIS | `~~HRIS` | — | Workday, BambooHR, Rippling, Gusto |
18
+ | Knowledge base | `~~knowledge base` | Notion, Atlassian (Confluence) | Guru, Coda |
19
+ | Compensation data | `~~compensation data` | — | Pave, Radford, Levels.fyi |
@@ -0,0 +1,138 @@
1
+ # HR Plugin
2
+
3
+ A people operations plugin primarily designed for [Cowork](https://claude.com/product/cowork), Anthropic's agentic desktop application — though it also works in Claude Code. Helps with recruiting, onboarding, performance management, policy guidance, and compensation analysis. Works with any HR team — standalone with your input, supercharged when you connect your HRIS, ATS, and other tools.
4
+
5
+ ## Installation
6
+
7
+ ```bash
8
+ claude plugin marketplace add anthropics/knowledge-work-plugins
9
+ claude plugin install human-resources@knowledge-work-plugins
10
+ ```
11
+
12
+ ## Commands
13
+
14
+ Explicit workflows you invoke with a slash command:
15
+
16
+ | Command | Description |
17
+ |---|---|
18
+ | `/draft-offer` | Draft an offer letter with compensation details, start date, and terms |
19
+ | `/onboarding` | Generate an onboarding checklist and first-week plan for a new hire |
20
+ | `/performance-review` | Structure a performance review — self-assessment prompts, manager template, calibration prep |
21
+ | `/policy-lookup` | Find and explain company policies — PTO, benefits, expense, travel, remote work |
22
+ | `/comp-analysis` | Analyze compensation data — benchmarking, band placement, equity refresh modeling |
23
+ | `/people-report` | Generate headcount, attrition, diversity, or org health reports |
24
+
25
+ All commands work **standalone** (provide context and details) and get **supercharged** with MCP connectors.
26
+
27
+ ## Skills
28
+
29
+ Domain knowledge Claude uses automatically when relevant:
30
+
31
+ | Skill | Description |
32
+ |---|---|
33
+ | `recruiting-pipeline` | Track and manage recruiting pipeline — source, screen, interview, offer stages |
34
+ | `employee-handbook` | Answer questions about company policies, benefits, and procedures |
35
+ | `compensation-benchmarking` | Benchmark compensation against market data — base, equity, total comp |
36
+ | `org-planning` | Headcount planning, org design, and team structure optimization |
37
+ | `people-analytics` | Analyze workforce data — attrition trends, engagement signals, diversity metrics |
38
+ | `interview-prep` | Create structured interview plans — competency-based questions, scorecards, debrief templates |
39
+
40
+ ## Example Workflows
41
+
42
+ ### Drafting an Offer
43
+
44
+ ```
45
+ /draft-offer
46
+ ```
47
+
48
+ Tell me the role, level, location, and comp details. Get a complete offer letter draft with terms, equity breakdown, and benefits summary.
49
+
50
+ ### Onboarding a New Hire
51
+
52
+ ```
53
+ /onboarding
54
+ ```
55
+
56
+ Provide the new hire's name, role, team, and start date. Get a comprehensive onboarding checklist, first-week calendar, tool access list, and buddy assignment template.
57
+
58
+ ### Preparing for Performance Reviews
59
+
60
+ ```
61
+ /performance-review
62
+ ```
63
+
64
+ Get templates for self-assessments, manager reviews, and calibration. I'll help structure feedback that's specific, actionable, and fair.
65
+
66
+ ### Understanding Benefits
67
+
68
+ Just ask naturally:
69
+ ```
70
+ What's our parental leave policy?
71
+ ```
72
+
73
+ The `employee-handbook` skill triggers automatically and searches your connected knowledge base for the answer.
74
+
75
+ ### Compensation Benchmarking
76
+
77
+ ```
78
+ /comp-analysis
79
+ ```
80
+
81
+ Upload comp data or describe your bands. Get market comparisons, band placement analysis, and recommendations for adjustments.
82
+
83
+ ## Standalone + Supercharged
84
+
85
+ Every command and skill works without any integrations:
86
+
87
+ | What You Can Do | Standalone | Supercharged With |
88
+ |-----------------|------------|-------------------|
89
+ | Draft offers | Provide details manually | HRIS, ATS for auto-fill |
90
+ | Onboarding checklists | Describe your process | HRIS, Knowledge base for templates |
91
+ | Performance reviews | Manual input | HRIS for review history |
92
+ | Policy lookup | Paste handbook content | Knowledge base |
93
+ | Comp analysis | Upload CSV, describe bands | Compensation data MCP |
94
+ | People reports | Upload data | HRIS for live data |
95
+
96
+ ## MCP Integrations
97
+
98
+ > If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](CONNECTORS.md).
99
+
100
+ Connect your tools for a richer experience:
101
+
102
+ | Category | Examples | What It Enables |
103
+ |---|---|---|
104
+ | **HRIS** | Workday, BambooHR, Rippling | Employee data, org structure, PTO balances |
105
+ | **ATS** | Greenhouse, Lever, Ashby | Candidate pipeline, interview schedules, offer tracking |
106
+ | **Compensation** | Pave, Radford | Market benchmarks, comp band data |
107
+ | **Chat** | Slack, Teams | Team announcements, candidate coordination |
108
+ | **Calendar** | Google Calendar, Microsoft 365 | Interview scheduling, onboarding calendar |
109
+ | **Email** | Gmail, Microsoft 365 | Offer letters, candidate communications |
110
+
111
+ See [CONNECTORS.md](CONNECTORS.md) for the full list of supported integrations.
112
+
113
+ ## Settings
114
+
115
+ Create a `settings.local.json` file to personalize:
116
+
117
+ - **Cowork**: Save it in any folder you've shared with Cowork (via the folder picker). The plugin finds it automatically.
118
+ - **Claude Code**: Save it at `human-resources/.claude/settings.local.json`.
119
+
120
+ ```json
121
+ {
122
+ "company": "Your Company",
123
+ "headquarters": "City, State",
124
+ "employeeCount": 500,
125
+ "benefits": {
126
+ "healthInsurance": "Provider Name",
127
+ "pto": "Unlimited / X days",
128
+ "parentalLeave": "X weeks"
129
+ },
130
+ "compensation": {
131
+ "currency": "USD",
132
+ "equityType": "RSU / Options",
133
+ "vestingSchedule": "4 years, 1 year cliff"
134
+ }
135
+ }
136
+ ```
137
+
138
+ The plugin will ask you for this information interactively if it's not configured.
@@ -0,0 +1,92 @@
1
+ ---
2
+ name: comp-analysis
3
+ description: Analyze compensation — benchmarking, band placement, and equity modeling. Trigger with "what should we pay a [role]", "is this offer competitive", "model this equity grant", or when uploading comp data to find outliers and retention risks.
4
+ argument-hint: "<role, level, or dataset>"
5
+ ---
6
+
7
+ # /comp-analysis
8
+
9
+ > If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../../CONNECTORS.md).
10
+
11
+ Analyze compensation data for benchmarking, band placement, and planning. Helps benchmark compensation against market data for hiring, retention, and equity planning.
12
+
13
+ ## Usage
14
+
15
+ ```
16
+ /comp-analysis $ARGUMENTS
17
+ ```
18
+
19
+ ## What I Need From You
20
+
21
+ **Option A: Single role analysis**
22
+ "What should we pay a Senior Software Engineer in SF?"
23
+
24
+ **Option B: Upload comp data**
25
+ Upload a CSV or paste your comp bands. I'll analyze placement, identify outliers, and compare to market.
26
+
27
+ **Option C: Equity modeling**
28
+ "Model a refresh grant of 10K shares over 4 years at a $50 stock price."
29
+
30
+ ## Compensation Framework
31
+
32
+ ### Components of Total Compensation
33
+ - **Base salary**: Cash compensation
34
+ - **Equity**: RSUs, stock options, or other equity
35
+ - **Bonus**: Annual target bonus, signing bonus
36
+ - **Benefits**: Health, retirement, perks (harder to quantify)
37
+
38
+ ### Key Variables
39
+ - **Role**: Function and specialization
40
+ - **Level**: IC levels, management levels
41
+ - **Location**: Geographic pay adjustments
42
+ - **Company stage**: Startup vs. growth vs. public
43
+ - **Industry**: Tech vs. finance vs. healthcare
44
+
45
+ ### Data Sources
46
+ - **With ~~compensation data**: Pull verified benchmarks
47
+ - **Without**: Use web research, public salary data, and user-provided context
48
+ - Always note data freshness and source limitations
49
+
50
+ ## Output
51
+
52
+ Provide percentile bands (25th, 50th, 75th, 90th) for base, equity, and total comp. Include location adjustments and company-stage context.
53
+
54
+ ```markdown
55
+ ## Compensation Analysis: [Role/Scope]
56
+
57
+ ### Market Benchmarks
58
+ | Percentile | Base | Equity | Total Comp |
59
+ |------------|------|--------|------------|
60
+ | 25th | $[X] | $[X] | $[X] |
61
+ | 50th | $[X] | $[X] | $[X] |
62
+ | 75th | $[X] | $[X] | $[X] |
63
+ | 90th | $[X] | $[X] | $[X] |
64
+
65
+ **Sources:** [Web research, compensation data tools, or user-provided data]
66
+
67
+ ### Band Analysis (if data provided)
68
+ | Employee | Current Base | Band Min | Band Mid | Band Max | Position |
69
+ |----------|-------------|----------|----------|----------|----------|
70
+ | [Name] | $[X] | $[X] | $[X] | $[X] | [Below/At/Above] |
71
+
72
+ ### Recommendations
73
+ - [Specific compensation recommendations]
74
+ - [Equity considerations]
75
+ - [Retention risks if applicable]
76
+ ```
77
+
78
+ ## If Connectors Available
79
+
80
+ If **~~compensation data** is connected:
81
+ - Pull verified market benchmarks by role, level, and location
82
+ - Compare your bands against real-time market data
83
+
84
+ If **~~HRIS** is connected:
85
+ - Pull current employee comp data for band analysis
86
+ - Identify outliers and retention risks automatically
87
+
88
+ ## Tips
89
+
90
+ 1. **Location matters** — Always specify location for benchmarking. SF vs. Austin vs. London are very different.
91
+ 2. **Total comp, not just base** — Include equity, bonus, and benefits for a complete picture.
92
+ 3. **Keep data confidential** — Comp data is sensitive. Results stay in your conversation.
@@ -0,0 +1,82 @@
1
+ ---
2
+ name: draft-offer
3
+ description: Draft an offer letter with comp details and terms. Use when a candidate is ready for an offer, assembling a total comp package (base, equity, signing bonus), writing the offer letter text itself, or prepping negotiation guidance for the hiring manager.
4
+ argument-hint: "<role and level>"
5
+ ---
6
+
7
+ # /draft-offer
8
+
9
+ > If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../../CONNECTORS.md).
10
+
11
+ Draft a complete offer letter for a new hire.
12
+
13
+ ## Usage
14
+
15
+ ```
16
+ /draft-offer $ARGUMENTS
17
+ ```
18
+
19
+ ## What I Need From You
20
+
21
+ - **Role and title**: What position?
22
+ - **Level**: Junior, Mid, Senior, Staff, etc.
23
+ - **Location**: Where will they be based? (affects comp and benefits)
24
+ - **Compensation**: Base salary, equity, signing bonus (if applicable)
25
+ - **Start date**: When should they start?
26
+ - **Hiring manager**: Who will they report to?
27
+
28
+ If you don't have all details, I'll help you think through them.
29
+
30
+ ## Output
31
+
32
+ ```markdown
33
+ ## Offer Letter Draft: [Role] — [Level]
34
+
35
+ ### Compensation Package
36
+ | Component | Details |
37
+ |-----------|---------|
38
+ | **Base Salary** | $[X]/year |
39
+ | **Equity** | [X shares/units], [vesting schedule] |
40
+ | **Signing Bonus** | $[X] (if applicable) |
41
+ | **Target Bonus** | [X]% of base (if applicable) |
42
+ | **Total First-Year Comp** | $[X] |
43
+
44
+ ### Terms
45
+ - **Start Date**: [Date]
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+ - **Reports To**: [Manager]
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+ - **Location**: [Office / Remote / Hybrid]
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+ - **Employment Type**: [Full-time, Exempt]
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+
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+ ### Benefits Summary
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+ [Key benefits highlights relevant to the candidate]
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+
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+ ### Offer Letter Text
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+
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+ Dear [Candidate Name],
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+
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+ We are pleased to offer you the position of [Title] at [Company]...
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+
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+ [Complete offer letter text]
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+
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+ ### Notes for Hiring Manager
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+ - [Negotiation guidance if needed]
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+ - [Comp band context]
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+ - [Any flags or considerations]
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+ ```
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+
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+ ## If Connectors Available
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+
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+ If **~~HRIS** is connected:
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+ - Pull comp band data for the level/role
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+ - Verify headcount approval
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+ - Auto-populate benefits details
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+
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+ If **~~ATS** is connected:
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+ - Pull candidate details from the application
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+ - Update offer status in the pipeline
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+
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+ ## Tips
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+
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+ 1. **Include total comp** — Candidates compare total compensation, not just base.
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+ 2. **Be specific about equity** — Share count, current valuation method, vesting schedule.
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+ 3. **Personalize** — Reference something from the interview process to make it warm.
@@ -0,0 +1,37 @@
1
+ ---
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+ name: interview-prep
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+ description: Create structured interview plans with competency-based questions and scorecards. Trigger with "interview plan for", "interview questions for", "how should we interview", "scorecard for", or when the user is preparing to interview candidates.
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+ ---
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+
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+ # Interview Prep
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+
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+ Create structured interview plans to evaluate candidates consistently and fairly.
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+
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+ ## Interview Design Principles
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+
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+ 1. **Structured**: Same questions for all candidates in the role
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+ 2. **Competency-based**: Map questions to specific skills and behaviors
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+ 3. **Evidence-based**: Use behavioral and situational questions
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+ 4. **Diverse panel**: Multiple perspectives reduce bias
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+ 5. **Scored**: Use rubrics, not gut feelings
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+
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+ ## Interview Plan Components
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+
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+ ### Role Competencies
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+ Define 4-6 key competencies for the role (e.g., technical skills, communication, leadership, problem-solving).
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+
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+ ### Question Bank
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+ For each competency, provide:
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+ - 2-3 behavioral questions ("Tell me about a time...")
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+ - 1-2 situational questions ("How would you handle...")
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+ - Follow-up probes
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+
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+ ### Scorecard
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+ Rate each competency on a consistent scale (1-4) with clear descriptions of what each level looks like.
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+
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+ ### Debrief Template
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+ Structured format for interviewers to share findings and make a decision.
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+
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+ ## Output
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+
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+ Produce a complete interview kit: panel assignment (who interviews for what), question bank by competency, scoring rubric, and debrief template.