pm-claude-skills 29.1.0 → 29.2.0
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.
- package/README.md +26 -27
- package/exports/README.md +1 -1
- package/exports/aider/README.md +11 -1
- package/exports/aider/pm-business/board-pre-read/board-pre-read.md +57 -0
- package/exports/aider/pm-business/capital-allocation/capital-allocation.md +65 -0
- package/exports/aider/pm-business/decision-memo/decision-memo.md +58 -0
- package/exports/aider/pm-business/strategy-memo/strategy-memo.md +56 -0
- package/exports/aider/pm-compliance/data-retention-policy/data-retention-policy.md +63 -0
- package/exports/aider/pm-compliance/gdpr-compliance/gdpr-compliance.md +66 -0
- package/exports/aider/pm-compliance/hipaa-safeguards/hipaa-safeguards.md +66 -0
- package/exports/aider/pm-compliance/iso-27001-isms/iso-27001-isms.md +67 -0
- package/exports/aider/pm-compliance/soc2-readiness/soc2-readiness.md +66 -0
- package/exports/aider/pm-compliance/vendor-security-review/vendor-security-review.md +64 -0
- package/exports/chatgpt/README.md +11 -1
- package/exports/chatgpt/pm-business/board-pre-read/SYSTEM_PROMPT.md +57 -0
- package/exports/chatgpt/pm-business/capital-allocation/SYSTEM_PROMPT.md +65 -0
- package/exports/chatgpt/pm-business/decision-memo/SYSTEM_PROMPT.md +58 -0
- package/exports/chatgpt/pm-business/strategy-memo/SYSTEM_PROMPT.md +56 -0
- package/exports/chatgpt/pm-compliance/data-retention-policy/SYSTEM_PROMPT.md +63 -0
- package/exports/chatgpt/pm-compliance/gdpr-compliance/SYSTEM_PROMPT.md +66 -0
- package/exports/chatgpt/pm-compliance/hipaa-safeguards/SYSTEM_PROMPT.md +66 -0
- package/exports/chatgpt/pm-compliance/iso-27001-isms/SYSTEM_PROMPT.md +67 -0
- package/exports/chatgpt/pm-compliance/soc2-readiness/SYSTEM_PROMPT.md +66 -0
- package/exports/chatgpt/pm-compliance/vendor-security-review/SYSTEM_PROMPT.md +64 -0
- package/exports/cline/README.md +11 -1
- package/exports/cline/pm-business/board-pre-read/board-pre-read.md +57 -0
- package/exports/cline/pm-business/capital-allocation/capital-allocation.md +65 -0
- package/exports/cline/pm-business/decision-memo/decision-memo.md +58 -0
- package/exports/cline/pm-business/strategy-memo/strategy-memo.md +56 -0
- package/exports/cline/pm-compliance/data-retention-policy/data-retention-policy.md +63 -0
- package/exports/cline/pm-compliance/gdpr-compliance/gdpr-compliance.md +66 -0
- package/exports/cline/pm-compliance/hipaa-safeguards/hipaa-safeguards.md +66 -0
- package/exports/cline/pm-compliance/iso-27001-isms/iso-27001-isms.md +67 -0
- package/exports/cline/pm-compliance/soc2-readiness/soc2-readiness.md +66 -0
- package/exports/cline/pm-compliance/vendor-security-review/vendor-security-review.md +64 -0
- package/exports/continue/README.md +11 -1
- package/exports/continue/pm-business/board-pre-read/board-pre-read.md +62 -0
- package/exports/continue/pm-business/capital-allocation/capital-allocation.md +70 -0
- package/exports/continue/pm-business/decision-memo/decision-memo.md +63 -0
- package/exports/continue/pm-business/strategy-memo/strategy-memo.md +61 -0
- package/exports/continue/pm-compliance/data-retention-policy/data-retention-policy.md +68 -0
- package/exports/continue/pm-compliance/gdpr-compliance/gdpr-compliance.md +71 -0
- package/exports/continue/pm-compliance/hipaa-safeguards/hipaa-safeguards.md +71 -0
- package/exports/continue/pm-compliance/iso-27001-isms/iso-27001-isms.md +72 -0
- package/exports/continue/pm-compliance/soc2-readiness/soc2-readiness.md +71 -0
- package/exports/continue/pm-compliance/vendor-security-review/vendor-security-review.md +69 -0
- package/exports/cursor/README.md +11 -1
- package/exports/cursor/pm-business/board-pre-read/board-pre-read.mdc +63 -0
- package/exports/cursor/pm-business/capital-allocation/capital-allocation.mdc +71 -0
- package/exports/cursor/pm-business/decision-memo/decision-memo.mdc +64 -0
- package/exports/cursor/pm-business/strategy-memo/strategy-memo.mdc +62 -0
- package/exports/cursor/pm-compliance/data-retention-policy/data-retention-policy.mdc +69 -0
- package/exports/cursor/pm-compliance/gdpr-compliance/gdpr-compliance.mdc +72 -0
- package/exports/cursor/pm-compliance/hipaa-safeguards/hipaa-safeguards.mdc +72 -0
- package/exports/cursor/pm-compliance/iso-27001-isms/iso-27001-isms.mdc +73 -0
- package/exports/cursor/pm-compliance/soc2-readiness/soc2-readiness.mdc +72 -0
- package/exports/cursor/pm-compliance/vendor-security-review/vendor-security-review.mdc +70 -0
- package/exports/gemini/README.md +11 -1
- package/exports/gemini/pm-business/board-pre-read/GEM_INSTRUCTIONS.md +61 -0
- package/exports/gemini/pm-business/capital-allocation/GEM_INSTRUCTIONS.md +69 -0
- package/exports/gemini/pm-business/decision-memo/GEM_INSTRUCTIONS.md +62 -0
- package/exports/gemini/pm-business/strategy-memo/GEM_INSTRUCTIONS.md +60 -0
- package/exports/gemini/pm-compliance/data-retention-policy/GEM_INSTRUCTIONS.md +67 -0
- package/exports/gemini/pm-compliance/gdpr-compliance/GEM_INSTRUCTIONS.md +70 -0
- package/exports/gemini/pm-compliance/hipaa-safeguards/GEM_INSTRUCTIONS.md +70 -0
- package/exports/gemini/pm-compliance/iso-27001-isms/GEM_INSTRUCTIONS.md +71 -0
- package/exports/gemini/pm-compliance/soc2-readiness/GEM_INSTRUCTIONS.md +70 -0
- package/exports/gemini/pm-compliance/vendor-security-review/GEM_INSTRUCTIONS.md +68 -0
- package/exports/obsidian/README.md +11 -1
- package/exports/obsidian/pm-business/board-pre-read/board-pre-read.md +72 -0
- package/exports/obsidian/pm-business/capital-allocation/capital-allocation.md +80 -0
- package/exports/obsidian/pm-business/decision-memo/decision-memo.md +73 -0
- package/exports/obsidian/pm-business/strategy-memo/strategy-memo.md +71 -0
- package/exports/obsidian/pm-compliance/data-retention-policy/data-retention-policy.md +78 -0
- package/exports/obsidian/pm-compliance/gdpr-compliance/gdpr-compliance.md +81 -0
- package/exports/obsidian/pm-compliance/hipaa-safeguards/hipaa-safeguards.md +81 -0
- package/exports/obsidian/pm-compliance/iso-27001-isms/iso-27001-isms.md +82 -0
- package/exports/obsidian/pm-compliance/soc2-readiness/soc2-readiness.md +81 -0
- package/exports/obsidian/pm-compliance/vendor-security-review/vendor-security-review.md +79 -0
- package/exports/roo/README.md +11 -1
- package/exports/roo/pm-business/board-pre-read/board-pre-read.md +57 -0
- package/exports/roo/pm-business/capital-allocation/capital-allocation.md +65 -0
- package/exports/roo/pm-business/decision-memo/decision-memo.md +58 -0
- package/exports/roo/pm-business/strategy-memo/strategy-memo.md +56 -0
- package/exports/roo/pm-compliance/data-retention-policy/data-retention-policy.md +63 -0
- package/exports/roo/pm-compliance/gdpr-compliance/gdpr-compliance.md +66 -0
- package/exports/roo/pm-compliance/hipaa-safeguards/hipaa-safeguards.md +66 -0
- package/exports/roo/pm-compliance/iso-27001-isms/iso-27001-isms.md +67 -0
- package/exports/roo/pm-compliance/soc2-readiness/soc2-readiness.md +66 -0
- package/exports/roo/pm-compliance/vendor-security-review/vendor-security-review.md +64 -0
- package/exports/windsurf/README.md +11 -1
- package/exports/windsurf/pm-business/board-pre-read/board-pre-read.md +62 -0
- package/exports/windsurf/pm-business/capital-allocation/capital-allocation.md +70 -0
- package/exports/windsurf/pm-business/decision-memo/decision-memo.md +63 -0
- package/exports/windsurf/pm-business/strategy-memo/strategy-memo.md +61 -0
- package/exports/windsurf/pm-compliance/data-retention-policy/data-retention-policy.md +68 -0
- package/exports/windsurf/pm-compliance/gdpr-compliance/gdpr-compliance.md +71 -0
- package/exports/windsurf/pm-compliance/hipaa-safeguards/hipaa-safeguards.md +71 -0
- package/exports/windsurf/pm-compliance/iso-27001-isms/iso-27001-isms.md +72 -0
- package/exports/windsurf/pm-compliance/soc2-readiness/soc2-readiness.md +71 -0
- package/exports/windsurf/pm-compliance/vendor-security-review/vendor-security-review.md +69 -0
- package/exports/zed/README.md +11 -1
- package/exports/zed/pm-business/board-pre-read/board-pre-read.md +57 -0
- package/exports/zed/pm-business/capital-allocation/capital-allocation.md +65 -0
- package/exports/zed/pm-business/decision-memo/decision-memo.md +58 -0
- package/exports/zed/pm-business/strategy-memo/strategy-memo.md +56 -0
- package/exports/zed/pm-compliance/data-retention-policy/data-retention-policy.md +63 -0
- package/exports/zed/pm-compliance/gdpr-compliance/gdpr-compliance.md +66 -0
- package/exports/zed/pm-compliance/hipaa-safeguards/hipaa-safeguards.md +66 -0
- package/exports/zed/pm-compliance/iso-27001-isms/iso-27001-isms.md +67 -0
- package/exports/zed/pm-compliance/soc2-readiness/soc2-readiness.md +66 -0
- package/exports/zed/pm-compliance/vendor-security-review/vendor-security-review.md +64 -0
- package/package.json +1 -1
- package/skill-sources.json +6 -0
- package/skills/board-pre-read/SKILL.md +62 -0
- package/skills/capital-allocation/SKILL.md +70 -0
- package/skills/capital-allocation/scripts/capital_allocate.py +103 -0
- package/skills/data-retention-policy/SKILL.md +68 -0
- package/skills/data-retention-policy/scripts/retention_schedule.py +102 -0
- package/skills/decision-memo/SKILL.md +63 -0
- package/skills/gdpr-compliance/SKILL.md +71 -0
- package/skills/gdpr-compliance/scripts/ropa_check.py +103 -0
- package/skills/hipaa-safeguards/SKILL.md +71 -0
- package/skills/hipaa-safeguards/scripts/hipaa_checklist.py +96 -0
- package/skills/iso-27001-isms/SKILL.md +72 -0
- package/skills/iso-27001-isms/scripts/soa_coverage.py +88 -0
- package/skills/soc2-readiness/SKILL.md +71 -0
- package/skills/soc2-readiness/scripts/soc2_score.py +100 -0
- package/skills/strategy-memo/SKILL.md +61 -0
- package/skills/vendor-security-review/SKILL.md +69 -0
- package/skills/vendor-security-review/scripts/vendor_risk.py +97 -0
package/README.md
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# 🧠 PM Skills —
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# 🧠 PM Skills — 232 Professional Agent Skills for Claude, ChatGPT, Gemini, Cursor, Codex & Hermes
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[](https://github.com/mohitagw15856/pm-claude-skills/stargazers)
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[](https://www.npmjs.com/package/pm-claude-skills)
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[](https://github.com/mohitagw15856/pm-claude-skills#-use-it-anywhere--the-ai-ecosystem)
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[](mcp-remote/)
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[](https://smithery.ai/servers/mohit15856/pm-skills)
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[](https://github.com/mohitagw15856/pm-claude-skills)
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[](https://mohitagw15856.github.io/pm-claude-skills/leaderboard.html)
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[](agents/)
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[](commands/)
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<p align="center">
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<a href="https://mohitagw15856.github.io/pm-claude-skills/">
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<img src="https://readme-typing-svg.demolab.com?font=Inter&weight=600&size=24&pause=900&color=D97757¢er=true&vCenter=true&width=720&lines=
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<img src="https://readme-typing-svg.demolab.com?font=Inter&weight=600&size=24&pause=900&color=D97757¢er=true&vCenter=true&width=720&lines=232+pro+AI+skills;PRDs%2C+roadmaps%2C+launches+%E2%80%94+done+right;Run+any+one+free+in+your+browser" alt="PM Skills" />
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> **Generic AI gives you filler. These give you the structure a senior pro actually uses** — PRDs, exec updates, launch plans, postmortems — as open-source `SKILL.md` files. Across **
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> **Generic AI gives you filler. These give you the structure a senior pro actually uses** — PRDs, exec updates, launch plans, postmortems — as open-source `SKILL.md` files. Across **23 professions**, not just product management. One source, every AI tool.
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> **🆕 Now plugs into your stack** — automate skills in **[n8n](connectors/n8n.md)**, build apps on **[Lovable](connectors/lovable.md)**, and run them in your **[Obsidian](connectors/obsidian.md)** vault, all via a read-only **[REST API](mcp-remote/#rest-api-for-n8n-lovable-make-any-http-tool)** on the hosted Worker.
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### ⭐ If this saves you time, [star the repo](https://github.com/mohitagw15856/pm-claude-skills) — it's the #1 way to help others find it.
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> **PM stands for Professional, not just Product Management.**
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> 232 professional skills + 4 agent templates across 31 bundles covering 23 professions. Built for Claude Code — and now portable to ChatGPT, Gemini, and Hermes Agent. Built by a PM, used by everyone.
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A community-built library of professional skills for every field — product management, engineering, customer success, marketing, social media, writers, design, legal, finance, HR, sales, operations, research, and more. Each skill is a structured `SKILL.md` file that teaches an AI assistant how to produce professional-grade outputs for your workflows. Skills run natively in **Claude Code** and **Hermes Agent** (same open `SKILL.md` standard), and ship as ready-to-paste exports for **ChatGPT** and **Gemini** — see [Works With](#-works-with--cross-tool-compatibility).
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**🆕 Latest
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**🆕 Latest — v29.2.0 (Compliance pack + C-suite + Personas):** a new **[Compliance & Trust](PERSONAS.md) bundle** for regulated/enterprise teams — `soc2-readiness`, `gdpr-compliance`, `hipaa-safeguards`, `iso-27001-isms`, `vendor-security-review`, `data-retention-policy` — and here's the twist: **every one ships a stdlib scoring script** (computed readiness, not vibes). Plus a **C-suite decision pack** (`decision-memo`, `strategy-memo`, `board-pre-read`, `capital-allocation`) and **[curated role Personas](PERSONAS.md)** — each role gets a skill loadout + a recipe + a subagent. **232 skills across 31 bundles.** → **[Full release history & notes](https://github.com/mohitagw15856/pm-claude-skills/releases)**.
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### ▶ See it in action — [try the live Skill Playground](https://mohitagw15856.github.io/pm-claude-skills/)
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| 🔭 [Competitor Teardown](skills/competitor-teardown) | "what are rivals up to?" | a positioning map, feature gaps & strategy |
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| 📝 [Meeting Notes](skills/meeting-notes) | a raw transcript | decisions, owners & next steps |
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→ Want proof first? See [**real sample outputs**](https://mohitagw15856.github.io/pm-claude-skills/examples.html) from each skill. Like what you see? [**Install in 2 minutes**](#-quick-install-2-minutes) · [browse all
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→ Want proof first? See [**real sample outputs**](https://mohitagw15856.github.io/pm-claude-skills/examples.html) from each skill. Like what you see? [**Install in 2 minutes**](#-quick-install-2-minutes) · [browse all 232 skills](#️-all-232-skills) · [**⭐ star the repo**](https://github.com/mohitagw15856/pm-claude-skills/stargazers) so others find it.
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---
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## 📄 One-page cheatsheet
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The whole library on one page — install, all
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The whole library on one page — install, all 232 skills by profession, the Professional Brain, the REST API, integrations, and quality tooling. Great to **print, share, or drop into a slide**.
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<img src="web/docs-assets/cheatsheet.png" width="80%" alt="PM Skills one-page cheatsheet — 232 skills, the Professional Brain, REST API, integrations, and tooling at a glance." />
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## 🔄 One library, the whole professional workflow
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These 232 skills aren't a random catalog — they cover the **full arc of professional work**, end to end. Wherever you are in the loop, there's a skill for it:
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```mermaid
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flowchart LR
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A(["🔍 Discover"]) --> B(["🎯 Decide"]) --> C(["🔨 Build"]) --> D(["🚀 Ship"]) --> E(["📊 Measure"]) --> F(["📣 Communicate"])
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class A,B,C,D,E,F s;
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```
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| **📊 Measure** | Track outcomes & analyse | `metrics-framework` · `cohort-analysis` · `ab-test-planner` · `churn-analysis` |
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| **📣 Communicate** | Report up and out | `executive-update` · `board-deck-narrative` · `stakeholder-update` · `qbr-deck` |
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> New here? Start with the [**top-tier skills**](#️-skill-tiers--start-with-the-strongest), or jump straight to [**all
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> New here? Start with the [**top-tier skills**](#️-skill-tiers--start-with-the-strongest), or jump straight to [**all 232 skills**](#️-all-232-skills) grouped by profession.
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---
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| Skills | **232**, across 23 professions | a handful → dozens, usually one domain |
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| Quality | **eval-scored** on a rubric + a public [benchmark](https://mohitagw15856.github.io/pm-claude-skills/benchmark.html) | trust the README |
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| Improves itself | ✅ eval → critique → rewrite (kept only if it scores higher) | ✗ |
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| Grounded in frameworks | ✅ each cites its source (RICE, JTBD, Pyramid Principle…) | rarely |
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- [📦 Plugin Directory](#-plugin-directory)
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- [🤖 Building Blocks for Agent Templates](#-building-blocks-for-agent-templates)
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- [🏷️ Skill Tiers — start with the strongest](#️-skill-tiers--start-with-the-strongest)
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- [🗂️ All
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- [🗂️ All 232 Skills](#️-all-232-skills)
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- [📋 Changelog](#-changelog)
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- [🤝 Contributing](#-contributing--add-your-skill)
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- [🔗 Related Projects](#-related-projects)
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## 🚀 Quick Install (2 minutes)
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**With the [`skills`](https://github.com/vercel-labs/skills) CLI** (the open agent-skills installer that works across Claude Code, Cursor, Codex, OpenCode & 60+ agents) — pick from all
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**With the [`skills`](https://github.com/vercel-labs/skills) CLI** (the open agent-skills installer that works across Claude Code, Cursor, Codex, OpenCode & 60+ agents) — pick from all 232 interactively:
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```bash
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npx skills add mohitagw15856/pm-claude-skills # browse & pick (auto-detects your agent)
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npx skills add mohitagw15856/pm-claude-skills --list # just preview the catalog
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npx skills add mohitagw15856/pm-claude-skills --skill prd-template # grab one
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npx skills add mohitagw15856/pm-claude-skills --skill '*' # install all
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npx skills add mohitagw15856/pm-claude-skills --skill '*' # install all 232
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```
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**Or our own installer** — via the [`pm-claude-skills`](https://www.npmjs.com/package/pm-claude-skills) npm package (Windows/macOS/Linux, needs Node), which also installs subagents, slash commands & cross-tool exports:
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npx pm-claude-skills add --agent claude # or: codex · cursor · hermes · openclaw
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```
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**Or one-line MCP** — make all
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**Or one-line MCP** — make all 232 skills + 5 workflow recipes available in *every* session of any MCP client (Claude Code, Claude Desktop, Cursor, Windsurf), no per-file install:
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```bash
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claude mcp add pm-skills -- npx -y pm-claude-skills-mcp
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## 🌍 Use It Anywhere — the AI Ecosystem
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The same
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| 🖥️ **IDE rules** | Generated exports for **Cursor, Windsurf, Aider, Cline, Continue, Zed, Roo** — [`exports/`](exports/) |
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| 🤖 **Agents & answer engines** | [`llms.txt`](https://mohitagw15856.github.io/pm-claude-skills/llms.txt) makes the whole library discoverable & citable |
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> **196 of 232 skills are eval-scored, averaging 4.8/5** — see the [leaderboard](https://mohitagw15856.github.io/pm-claude-skills/leaderboard.html).
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> 🧠 **Give your skills memory:** the [Professional Brain](BRAIN.md) is a local markdown folder skills read, write back to, and act on. It's a folder + one file to start — **[5-minute Quickstart](BRAIN_QUICKSTART.md)**.
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auto-discover skills from the `description` frontmatter. **Other tools** take the markdown
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body as a system prompt — for those we ship ready-made [exports](#ready-to-use-exports).
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**In your editor (VS Code / Cursor):** the [**`vscode-extension/`**](vscode-extension/) brings all
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**In your editor (VS Code / Cursor):** the [**`vscode-extension/`**](vscode-extension/) brings all 232 skills into the Command Palette — search and *insert a skill as context* for Copilot/Cursor chat, copy it, or open it in the Playground.
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|---|---|---|
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**🏆 Skill Leaderboard — [evals](evals/).** An LLM-as-judge harness scores each skill across Claude models on structure, completeness, usefulness, and grounding. **[View the leaderboard →](https://mohitagw15856.github.io/pm-claude-skills/leaderboard.html)**
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> **Score the *whole* library, cheaply.** `npm run eval:gen-cases` writes a representative input for **all
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> **Score the *whole* library, cheaply.** `npm run eval:gen-cases` writes a representative input for **all 232 skills** (curated cases kept verbatim; the rest auto-generated), then `npm run eval:all` runs the full pass on Haiku for **~$2** total. The weakest scorers can then be auto-rewritten with **`npm run improve -- <skill>`** (`/improve`), which keeps a change only if the score goes up.
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---
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On May 5, 2026, Anthropic [released their first agent templates](https://www.anthropic.com/news/finance-agents) — pre-packaged Claude agents that combine **skills, connectors, and subagents** into ready-to-run workflows for financial services.
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This library is the largest open-source collection of professional skills available — covering 20 professions beyond financial services. **The
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This library is the largest open-source collection of professional skills available — covering 20 professions beyond financial services. **The 232 skills here are the building blocks for agent templates outside of finance.**
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## 📋 Changelog
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**Latest:
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**Latest: v29.1.0 — AI/ML + Growth skill packs, composable recipes, a deeper Brain.** 232 skills across 31 bundles, 23 professions. Every tagged release has complete notes on the **[Releases page](https://github.com/mohitagw15856/pm-claude-skills/releases)**.
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Full [Keep a Changelog](https://keepachangelog.com/)-format history — every release back to the start — is in **[CHANGELOG.md](CHANGELOG.md)**.
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→ Earlier releases (v20 and before — the road from 6 to 222 skills) are in **[CHANGELOG.md](CHANGELOG.md)**.
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## 🏷️ Skill Tiers — Start With the Strongest
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A 232-skill library doesn't have 232 equally-mature skills, and pretending otherwise
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wastes your time. Skills are tiered honestly so you can start with the best work:
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- 🟢 **Production-Ready (50)** — battle-tested, stable output, used in real work. Includes the three skills with computed Python helpers (sprint planning, RICE, customer health). **Start here.**
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---
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## 🗂️ All
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## 🗂️ All 232 Skills
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Every skill, grouped by profession. **[Browse the full per-skill catalog → SKILLS.md](SKILLS.md)** · **[searchable live catalog](https://mohitagw15856.github.io/pm-claude-skills/catalog.html)** · **[run any skill in the browser](https://mohitagw15856.github.io/pm-claude-skills/)**
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## ❤️ Sponsor This Work
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Building and maintaining
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Building and maintaining 232 skills across 31 bundles takes real time — testing skills against new model releases, building new ones from community requests, writing the article series, and keeping documentation current.
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If these skills save you time at work — or you're a company that wants your logo in front of the PMs, engineers, and operators who use them daily — **[become a sponsor →](https://github.com/sponsors/mohitagw15856)** (or [☕ buy me a coffee](https://www.buymeacoffee.com/mohit15856)).
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package/exports/README.md
CHANGED
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node scripts/build-exports.mjs
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```
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Currently exporting **
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Currently exporting **232 skills** to:
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- **ChatGPT — Custom GPT instructions** → `exports/chatgpt/`
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- **Google Gemini — Gem instructions** → `exports/gemini/`
|
package/exports/aider/README.md
CHANGED
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> Auto-generated from `skills/*/SKILL.md` by `scripts/build-exports.mjs`.
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> **Do not edit these files by hand** — edit the source skill and regenerate.
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232 skills exported. Copy a `.mdc rule` into the tool to use it.
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| Skill | Bundle | Path |
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|---|---|---|
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| Architecture Decision Record (ADR) | `pm-engineering` | `pm-engineering/architecture-decision-record/architecture-decision-record.md` |
|
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|
| Assumption Mapper | `pm-discovery` | `pm-discovery/assumption-mapper/assumption-mapper.md` |
|
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|
| Board Deck Narrative | `pm-business` | `pm-business/board-deck-narrative/board-deck-narrative.md` |
|
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+
| Board Pre-Read | `pm-business` | `pm-business/board-pre-read/board-pre-read.md` |
|
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|
| Budget Variance Analysis | `pm-finance` | `pm-finance/budget-variance-analysis/budget-variance-analysis.md` |
|
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| Cap Table Explainer | `pm-founders` | `pm-founders/cap-table-explainer/cap-table-explainer.md` |
|
|
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|
| Capacity Planning | `pm-engineering` | `pm-engineering/capacity-planning/capacity-planning.md` |
|
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|
+
| Capital Allocation | `pm-business` | `pm-business/capital-allocation/capital-allocation.md` |
|
|
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|
| Change Management Plan | `pm-hr` | `pm-hr/change-management-plan/change-management-plan.md` |
|
|
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|
| Changelog Generator | `pm-engineering` | `pm-engineering/changelog-generator/changelog-generator.md` |
|
|
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| Chart Data Extractor | `pm-data` | `pm-data/chart-data-extractor/chart-data-extractor.md` |
|
|
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|
|
|
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| Data Analysis Standard | `pm-analytics` | `pm-analytics/data-analysis-standard/data-analysis-standard.md` |
|
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|
| Data Pipeline Spec | `pm-data` | `pm-data/data-pipeline-spec/data-pipeline-spec.md` |
|
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|
| Data Quality Audit | `pm-data` | `pm-data/data-quality-audit/data-quality-audit.md` |
|
|
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|
+
| Data Retention Policy | `pm-compliance` | `pm-compliance/data-retention-policy/data-retention-policy.md` |
|
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| Database Migration Plan | `pm-engineering` | `pm-engineering/database-migration-plan/database-migration-plan.md` |
|
|
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|
| Database Schema Design | `pm-engineering` | `pm-engineering/database-schema-design/database-schema-design.md` |
|
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| Dataset Datasheet | `pm-ai` | `pm-ai/dataset-datasheet/dataset-datasheet.md` |
|
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|
| Debugging Log Analyser | `pm-engineering` | `pm-engineering/debugging-log-analyser/debugging-log-analyser.md` |
|
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|
+
| Decision Memo | `pm-business` | `pm-business/decision-memo/decision-memo.md` |
|
|
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|
| Demand Letter | `pm-legal` | `pm-legal/demand-letter/demand-letter.md` |
|
|
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|
| Dependency Audit | `pm-engineering` | `pm-engineering/dependency-audit/dependency-audit.md` |
|
|
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| Dependency Conflict Resolver | `pm-engineering` | `pm-engineering/dependency-conflict-resolver/dependency-conflict-resolver.md` |
|
|
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|
|
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| Financial Model Narrative | `pm-finance` | `pm-finance/financial-model-narrative/financial-model-narrative.md` |
|
|
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|
| Founder-Market Fit | `pm-founders` | `pm-founders/founder-market-fit/founder-market-fit.md` |
|
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|
| Fundraising FAQ | `pm-founders` | `pm-founders/fundraising-faq/fundraising-faq.md` |
|
|
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|
+
| GDPR Compliance | `pm-compliance` | `pm-compliance/gdpr-compliance/gdpr-compliance.md` |
|
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|
| Git Troubleshooter | `pm-engineering` | `pm-engineering/git-troubleshooter/git-troubleshooter.md` |
|
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|
| Go-To-Market | `pm-gtm` | `pm-gtm/go-to-market/go-to-market.md` |
|
|
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|
| Go-to-Market Planner | `pm-delivery` | `pm-delivery/go-to-market-planner/go-to-market-planner.md` |
|
|
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|
| Grant Proposal | `pm-cross` | `pm-cross/grant-proposal/grant-proposal.md` |
|
|
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|
| Growth Experiment Backlog | `pm-growth` | `pm-growth/growth-experiment-backlog/growth-experiment-backlog.md` |
|
|
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|
+
| HIPAA Safeguards | `pm-compliance` | `pm-compliance/hipaa-safeguards/hipaa-safeguards.md` |
|
|
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|
| Hiring Rubric | `pm-people` | `pm-people/hiring-rubric/hiring-rubric.md` |
|
|
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|
| Hook Writer | `pm-creator` | `pm-creator/hook-writer/hook-writer.md` |
|
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|
| IEP Goal Support | `pm-education` | `pm-education/iep-goal-support/iep-goal-support.md` |
|
|
@@ -115,6 +121,7 @@
|
|
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|
| Investor Cold Email | `pm-founders` | `pm-founders/investor-cold-email/investor-cold-email.md` |
|
|
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|
| Investor Pitch Deck | `pm-finance` | `pm-finance/investor-pitch-deck/investor-pitch-deck.md` |
|
|
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|
| Investor Update | `pm-business` | `pm-business/investor-update/investor-update.md` |
|
|
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|
+
| ISO 27001 ISMS | `pm-compliance` | `pm-compliance/iso-27001-isms/iso-27001-isms.md` |
|
|
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|
| Job Application | `pm-business` | `pm-business/job-application/job-application.md` |
|
|
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|
| Job Description Writer | `pm-hr` | `pm-hr/job-description-writer/job-description-writer.md` |
|
|
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|
| Job Story Mapper | `pm-discovery` | `pm-discovery/job-story-mapper/job-story-mapper.md` |
|
|
@@ -195,6 +202,7 @@
|
|
|
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|
| Short-Form Script | `pm-creator` | `pm-creator/short-form-script/short-form-script.md` |
|
|
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203
|
| Skill Security Auditor | `pm-engineering` | `pm-engineering/skill-security-auditor/skill-security-auditor.md` |
|
|
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|
| SLO and Error Budget | `pm-engineering` | `pm-engineering/slo-error-budget/slo-error-budget.md` |
|
|
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|
+
| SOC 2 Readiness | `pm-compliance` | `pm-compliance/soc2-readiness/soc2-readiness.md` |
|
|
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206
|
| Social Ad Campaign | `pm-social` | `pm-social/social-ad-campaign/social-ad-campaign.md` |
|
|
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|
| Social Media Audit | `pm-social` | `pm-social/social-media-audit/social-media-audit.md` |
|
|
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|
| Social Media Strategy | `pm-gtm` | `pm-gtm/social-media-strategy/social-media-strategy.md` |
|
|
@@ -207,6 +215,7 @@
|
|
|
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|
| Stakeholder Update | `pm-essentials` | `pm-essentials/stakeholder-update/stakeholder-update.md` |
|
|
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|
| Startup Idea Validator | `pm-founders` | `pm-founders/startup-idea-validator/startup-idea-validator.md` |
|
|
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|
| Strategic Narrative Generator | `pm-strategy` | `pm-strategy/strategic-narrative-generator/strategic-narrative-generator.md` |
|
|
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|
+
| Strategy Memo | `pm-business` | `pm-business/strategy-memo/strategy-memo.md` |
|
|
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|
| Student Feedback | `pm-education` | `pm-education/student-feedback/student-feedback.md` |
|
|
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|
| Substack Notes Scraper | `pm-writers` | `pm-writers/substack-notes-scraper/substack-notes-scraper.md` |
|
|
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|
| Sycophancy Challenger | `pm-cross` | `pm-cross/sycophancy-challenger/sycophancy-challenger.md` |
|
|
@@ -225,6 +234,7 @@
|
|
|
225
234
|
| User Story Writer | `pm-delivery` | `pm-delivery/user-story-writer/user-story-writer.md` |
|
|
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235
|
| UX Research Plan | `pm-design` | `pm-design/ux-research-plan/ux-research-plan.md` |
|
|
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236
|
| Vendor Evaluation | `pm-operations` | `pm-operations/vendor-evaluation/vendor-evaluation.md` |
|
|
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|
+
| Vendor Security Review | `pm-compliance` | `pm-compliance/vendor-security-review/vendor-security-review.md` |
|
|
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238
|
| Viral Content Framework | `pm-social` | `pm-social/viral-content-framework/viral-content-framework.md` |
|
|
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|
| Workshop Facilitation Guide | `pm-operations` | `pm-operations/workshop-facilitation-guide/workshop-facilitation-guide.md` |
|
|
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240
|
| Writing Great Skills | `pm-engineering` | `pm-engineering/writing-great-skills/writing-great-skills.md` |
|
|
@@ -0,0 +1,57 @@
|
|
|
1
|
+
# Board Pre-Read Skill
|
|
2
|
+
|
|
3
|
+
The best board meetings spend zero time on status because the board already read it. A pre-read sent
|
|
4
|
+
48+ hours ahead does that: it conveys the state of the business and, crucially, tells the board exactly
|
|
5
|
+
what input and decisions are needed — so the meeting is discussion and decisions, not a slide-reading
|
|
6
|
+
session. This skill structures that document.
|
|
7
|
+
|
|
8
|
+
## Required Inputs
|
|
9
|
+
|
|
10
|
+
Ask for these only if they aren't already provided:
|
|
11
|
+
|
|
12
|
+
- **The headline** — the one thing the board should take away this period (good or bad).
|
|
13
|
+
- **Metrics vs. plan** — the key numbers against the plan/forecast (revenue, growth, burn, runway, the north-star).
|
|
14
|
+
- **What changed** — major wins, misses, and shifts since last meeting.
|
|
15
|
+
- **Decisions/asks** — what you actually need from the board (approval, input, introductions).
|
|
16
|
+
|
|
17
|
+
## Output Format
|
|
18
|
+
|
|
19
|
+
### Board Pre-Read — [company], [month/quarter]
|
|
20
|
+
**Sent:** [date, ≥48h before the meeting]
|
|
21
|
+
|
|
22
|
+
**1. TL;DR** — 3–5 bullets: the state of the business, the headline, runway, and the decisions you're bringing. A busy board member should get the gist from this alone.
|
|
23
|
+
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24
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+
**2. Metrics dashboard** — the core numbers vs. plan, with the trend and a one-line "so what" each. Show misses honestly — boards trust founders who surface bad news first.
|
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25
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+
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| Metric | This period | vs. plan | Trend | Note |
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|---|---|---|---|---|
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+
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**3. What's working** — the 2–3 things going well and why (so they can be doubled down on).
|
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+
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31
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**4. What's not** — the 2–3 problems, what you're doing about them, and where you want the board's help. Candour here is the whole game.
|
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+
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33
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+
**5. Decisions & asks** — explicit: "We're asking the board to approve X" / "We'd value input on Y" / "We need intros to Z." Tie each to the agenda.
|
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+
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|
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+
**6. Risks & watch-items** — the top risks to the plan and runway, and the leading indicators you're watching.
|
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+
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+
**Appendix** — detail, financials, and supporting data (linked, not inline).
|
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+
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+
## Quality Checks
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+
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+
- [ ] It's genuinely a pre-read — sent ahead, readable without a presenter
|
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- [ ] The TL;DR stands alone for a time-pressed director
|
|
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|
+
- [ ] Metrics are shown vs. plan, with misses surfaced honestly (not buried)
|
|
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|
+
- [ ] The decisions/asks for the board are explicit and tied to the agenda
|
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+
- [ ] Runway and the top risks are stated plainly
|
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+
|
|
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|
+
## Anti-Patterns
|
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48
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+
|
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49
|
+
- [ ] Do not save bad news for the live meeting — boards punish surprises; lead with the hard numbers
|
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+
- [ ] Do not send a deck to be read aloud — a pre-read is prose/dashboards designed for solo reading
|
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+
- [ ] Do not omit the asks — if the board doesn't know what you need, the meeting defaults to status theatre
|
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+
- [ ] Do not vanity-metric the dashboard — show the numbers that govern the business, against plan
|
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+
- [ ] Do not inline 40 pages of appendix — link the detail; keep the core pre-read tight
|
|
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+
|
|
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+
## Based On
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56
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+
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|
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+
Board-management practice — pre-circulated reading, metrics-vs-plan transparency, and decision-focused agendas.
|
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@@ -0,0 +1,65 @@
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1
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+
# Capital Allocation Skill
|
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2
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+
|
|
3
|
+
Allocating capital is the core executive job: a fixed pot, more good ideas than money, and the need to
|
|
4
|
+
say no on the record. This skill scores initiatives by expected return *and* strategic fit per unit of
|
|
5
|
+
cost, allocates against the cap (honouring must-funds), and makes the **cut line** explicit — so funding
|
|
6
|
+
is a defensible portfolio choice, not the loudest voice in the room.
|
|
7
|
+
|
|
8
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+
## Required Inputs
|
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9
|
+
|
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10
|
+
Ask for these only if they aren't already provided:
|
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11
|
+
|
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12
|
+
- **The cap** — the total budget or headcount to allocate, and the period.
|
|
13
|
+
- **The initiatives** — each with its cost, expected return (revenue, savings, or a strategic value), and strategic fit.
|
|
14
|
+
- **Constraints** — anything that *must* be funded (compliance, keep-the-lights-on) or can't be partially funded.
|
|
15
|
+
- **The objective** — what you're optimising: near-term return, strategic positioning, or a balance.
|
|
16
|
+
|
|
17
|
+
## Output Format
|
|
18
|
+
|
|
19
|
+
### Capital Allocation: [pot], [period]
|
|
20
|
+
|
|
21
|
+
**1. Objective & cap** — what you're optimising and the total available.
|
|
22
|
+
|
|
23
|
+
**2. Scored initiatives** — a table; score = expected value × strategic fit, normalised per unit cost:
|
|
24
|
+
|
|
25
|
+
| Initiative | Cost | Expected return | Strategic fit (1–5) | Score / $ | Must-fund? |
|
|
26
|
+
|---|---|---|---|---|---|
|
|
27
|
+
|
|
28
|
+
**3. The allocation** — funded vs. unfunded against the cap, with budget utilisation. Must-funds first, then highest score/$ until the cap binds.
|
|
29
|
+
|
|
30
|
+
**4. The cut line** — the marginal initiative that *just* missed, and what it would take to fund it (the most useful number for the debate).
|
|
31
|
+
|
|
32
|
+
**5. Rationale & trade-offs** — why the portfolio is balanced this way, what's deliberately not funded, and the reversibility of each bet.
|
|
33
|
+
|
|
34
|
+
**6. Re-evaluation triggers** — what would change the allocation mid-period (a bet pays off early, a must-fund grows).
|
|
35
|
+
|
|
36
|
+
## Programmatic Helper
|
|
37
|
+
|
|
38
|
+
`scripts/capital_allocate.py` (stdlib only) does the allocation deterministically — must-funds first, then
|
|
39
|
+
by score-per-cost until the cap binds — and reports the cut line:
|
|
40
|
+
|
|
41
|
+
```bash
|
|
42
|
+
# items.json: [{"name":"Mobile revamp","cost":300,"expected_return":900,"strategic_fit":5,"must_fund":false}, ...]
|
|
43
|
+
python3 scripts/capital_allocate.py items.json --budget 1000
|
|
44
|
+
python3 scripts/capital_allocate.py items.json --budget 1000 --json
|
|
45
|
+
```
|
|
46
|
+
|
|
47
|
+
## Quality Checks
|
|
48
|
+
|
|
49
|
+
- [ ] Initiatives are scored on expected return AND strategic fit, not return alone
|
|
50
|
+
- [ ] Score is expressed per unit of cost, so cheap-good beats expensive-good fairly
|
|
51
|
+
- [ ] Must-funds are honoured before discretionary allocation
|
|
52
|
+
- [ ] The cut line is explicit — the marginal initiative and what it'd take to fund it
|
|
53
|
+
- [ ] What's deliberately not funded is stated, with the trade-off
|
|
54
|
+
|
|
55
|
+
## Anti-Patterns
|
|
56
|
+
|
|
57
|
+
- [ ] Do not allocate by last year's split or by who argues hardest — score the portfolio
|
|
58
|
+
- [ ] Do not rank by absolute return — a $900 return on $300 beats $1000 on $900; use return per dollar
|
|
59
|
+
- [ ] Do not ignore strategic fit — the highest-ROI initiative can still be off-strategy
|
|
60
|
+
- [ ] Do not hide the cut line — the initiatives that just missed are the real decision, and the team deserves to see it
|
|
61
|
+
- [ ] Do not treat estimates as facts — expected returns are usually [hunch]/[external]; flag the confidence
|
|
62
|
+
|
|
63
|
+
## Based On
|
|
64
|
+
|
|
65
|
+
Portfolio capital-allocation practice — expected-value × strategic-fit scoring per unit cost, against a hard constraint.
|
|
@@ -0,0 +1,58 @@
|
|
|
1
|
+
# Decision Memo Skill
|
|
2
|
+
|
|
3
|
+
A decision memo exists to get a decision made — fast, on the record, by the right person. The failure
|
|
4
|
+
mode is a memo that reads like a discussion: lots of context, no recommendation, no ask. This skill
|
|
5
|
+
front-loads the recommendation and the decision being requested, then *supports* it — so the reader can
|
|
6
|
+
say yes, no, or "here's my concern" in five minutes.
|
|
7
|
+
|
|
8
|
+
## Required Inputs
|
|
9
|
+
|
|
10
|
+
Ask for these only if they aren't already provided:
|
|
11
|
+
|
|
12
|
+
- **The decision** — the specific choice to be made (phrase it as a question with a yes/no or A/B/C answer).
|
|
13
|
+
- **The recommendation** — your actual recommendation (a memo without one is a status update).
|
|
14
|
+
- **The options** considered and their trade-offs.
|
|
15
|
+
- **The decider & deadline** — who owns this call and by when.
|
|
16
|
+
|
|
17
|
+
## Output Format
|
|
18
|
+
|
|
19
|
+
### Decision Memo: [the decision]
|
|
20
|
+
**To:** [decider] · **From:** [you] · **Date:** [date] · **Decision needed by:** [date]
|
|
21
|
+
|
|
22
|
+
**1. Recommendation (TL;DR)** — the recommendation in 2–3 sentences, *first*. What you want them to approve, and the one-line why.
|
|
23
|
+
|
|
24
|
+
**2. The decision** — the question being decided, framed so the answer is a clear choice.
|
|
25
|
+
|
|
26
|
+
**3. Context** — the minimum background needed to evaluate it (link the rest). Why this is on the table now.
|
|
27
|
+
|
|
28
|
+
**4. Options & trade-offs** — a table; be fair to the options you're not recommending (a stacked deck reads as one):
|
|
29
|
+
|
|
30
|
+
| Option | Pros | Cons | Cost / effort |
|
|
31
|
+
|---|---|---|---|
|
|
32
|
+
|
|
33
|
+
**5. Why this recommendation** — the reasoning, and **what you'd have to believe** for it to be wrong (the assumptions it rests on).
|
|
34
|
+
|
|
35
|
+
**6. Risks & mitigations** — the real downsides and how you'd handle them. A reversible decision deserves less agonising than an irreversible one — say which it is.
|
|
36
|
+
|
|
37
|
+
**7. The ask** — exactly what you need from the reader: approve / pick an option / give input — by the deadline.
|
|
38
|
+
|
|
39
|
+
## Quality Checks
|
|
40
|
+
|
|
41
|
+
- [ ] The recommendation is in the first paragraph, not the conclusion
|
|
42
|
+
- [ ] The decision is framed as a clear question with a finite set of answers
|
|
43
|
+
- [ ] Options not recommended are presented fairly, with real pros
|
|
44
|
+
- [ ] The memo states what would have to be true for the recommendation to be wrong
|
|
45
|
+
- [ ] It says whether the decision is reversible (one-way vs. two-way door)
|
|
46
|
+
- [ ] There is an explicit ask and a decision deadline
|
|
47
|
+
|
|
48
|
+
## Anti-Patterns
|
|
49
|
+
|
|
50
|
+
- [ ] Do not bury the recommendation at the end — the reader should know what you want in the first 30 seconds
|
|
51
|
+
- [ ] Do not write a status update disguised as a decision memo — if there's no decision and no ask, it's not this document
|
|
52
|
+
- [ ] Do not stack the options — strawman alternatives destroy your credibility and the decision's quality
|
|
53
|
+
- [ ] Do not over-agonise a reversible decision — match the rigor to the cost of being wrong
|
|
54
|
+
- [ ] Do not hide the assumptions — surfacing "what we'd need to believe" is what lets a decider pressure-test it
|
|
55
|
+
|
|
56
|
+
## Based On
|
|
57
|
+
|
|
58
|
+
Narrative decision-memo practice (Amazon-style one/six-pagers; one-way vs. two-way door decisions).
|
|
@@ -0,0 +1,56 @@
|
|
|
1
|
+
# Strategy Memo Skill
|
|
2
|
+
|
|
3
|
+
Strategy is choosing what *not* to do. A real strategy memo makes a bet and names the sacrifices; a fake
|
|
4
|
+
one is a list of goals everyone already agreed with. This skill follows the diagnosis → guiding policy →
|
|
5
|
+
coherent actions structure, forces explicit non-goals, and ties the bet to leading indicators — so the
|
|
6
|
+
team is aligned on a direction sharp enough to be wrong.
|
|
7
|
+
|
|
8
|
+
## Required Inputs
|
|
9
|
+
|
|
10
|
+
Ask for these only if they aren't already provided:
|
|
11
|
+
|
|
12
|
+
- **The strategic question** — the choice or challenge this memo resolves.
|
|
13
|
+
- **The situation** — the honest diagnosis: the market, the competition, your real position and constraints.
|
|
14
|
+
- **The bet** — the approach you're choosing and what it's betting on being true.
|
|
15
|
+
- **The trade-offs** — what you'll deliberately not do or de-prioritise to make the bet.
|
|
16
|
+
|
|
17
|
+
## Output Format
|
|
18
|
+
|
|
19
|
+
### Strategy Memo: [the strategic question]
|
|
20
|
+
|
|
21
|
+
**1. The question** — the strategic choice being made, in one sentence.
|
|
22
|
+
|
|
23
|
+
**2. Diagnosis** — the honest read of the situation: what's really going on, the few factors that matter most, and your true position (not the aspirational one). A strategy built on a flattering diagnosis fails.
|
|
24
|
+
|
|
25
|
+
**3. The bet (guiding policy)** — the chosen approach and, explicitly, **what it assumes is true**. This is the spine — everything else serves it.
|
|
26
|
+
|
|
27
|
+
**4. Why now** — why this is the right bet at this moment (the window, the catalyst), not last year or next.
|
|
28
|
+
|
|
29
|
+
**5. What we're NOT doing** — the explicit non-goals and de-prioritisations. If this list is empty, it isn't a strategy — it's a wish list.
|
|
30
|
+
|
|
31
|
+
**6. Coherent actions** — the few moves that follow from the bet and reinforce each other (not a laundry list of everything).
|
|
32
|
+
|
|
33
|
+
**7. How we'll know** — the leading indicators that tell you the bet is working (or not) early, and the conditions under which you'd reconsider.
|
|
34
|
+
|
|
35
|
+
**8. Risks** — what could make the bet wrong, and which assumptions to validate first.
|
|
36
|
+
|
|
37
|
+
## Quality Checks
|
|
38
|
+
|
|
39
|
+
- [ ] The diagnosis is honest about the real position, not aspirational
|
|
40
|
+
- [ ] The bet states what it assumes to be true — it's falsifiable
|
|
41
|
+
- [ ] There's an explicit "what we're NOT doing" list with real sacrifices
|
|
42
|
+
- [ ] The actions are few and coherent (mutually reinforcing), not an everything-list
|
|
43
|
+
- [ ] Leading indicators are named so you learn early whether it's working
|
|
44
|
+
- [ ] "Why now" is answered — the timing is justified
|
|
45
|
+
|
|
46
|
+
## Anti-Patterns
|
|
47
|
+
|
|
48
|
+
- [ ] Do not write goals and call it strategy — "grow revenue, delight customers" is a wish list, not a bet
|
|
49
|
+
- [ ] Do not skip the non-goals — a strategy that sacrifices nothing commits to nothing
|
|
50
|
+
- [ ] Do not build on a flattering diagnosis — naming the uncomfortable truth is the hardest and most important part
|
|
51
|
+
- [ ] Do not list every initiative — coherent actions reinforce one bet; a long list dilutes it
|
|
52
|
+
- [ ] Do not leave the bet unfalsifiable — if no evidence could prove it wrong, it can't be pressure-tested
|
|
53
|
+
|
|
54
|
+
## Based On
|
|
55
|
+
|
|
56
|
+
Good Strategy / Bad Strategy (Richard Rumelt) — diagnosis, guiding policy, coherent action; and the discipline of explicit non-goals.
|
|
@@ -0,0 +1,63 @@
|
|
|
1
|
+
# Data Retention Policy Skill
|
|
2
|
+
|
|
3
|
+
"Keep everything forever" is a liability, not a strategy — it grows breach exposure, violates data-
|
|
4
|
+
minimisation rules (GDPR, CCPA), and turns every data subject request into an archaeology project. This
|
|
5
|
+
skill builds a retention schedule that ties each data category to *how long* you keep it and *why*
|
|
6
|
+
(legal basis), with a concrete deletion trigger — so retention is a defensible policy, not an accident.
|
|
7
|
+
|
|
8
|
+
## Required Inputs
|
|
9
|
+
|
|
10
|
+
Ask for these only if they aren't already provided:
|
|
11
|
+
|
|
12
|
+
- **Data categories** — the kinds of data you hold (customer records, logs, financial, HR, marketing, backups).
|
|
13
|
+
- **Legal/regulatory drivers** — anything mandating minimum retention (tax/financial records, employment law) or maximum (GDPR minimisation, sector rules).
|
|
14
|
+
- **Business need** — why each category is genuinely needed and for how long.
|
|
15
|
+
- **Where it lives** — systems and backups (backups are the most-forgotten place data outlives its policy).
|
|
16
|
+
|
|
17
|
+
## Output Format
|
|
18
|
+
|
|
19
|
+
### Data Retention Schedule: [organisation]
|
|
20
|
+
|
|
21
|
+
**1. Schedule** — the core table, one row per data category:
|
|
22
|
+
|
|
23
|
+
| Data category | Retention period | Basis (legal/business) | Deletion trigger | Method | System(s) |
|
|
24
|
+
|---|---|---|---|---|---|
|
|
25
|
+
| Customer PII | 3y after account closure | Legitimate interest + GDPR minimisation | Account closed + 3y | Hard delete | App DB, backups |
|
|
26
|
+
| Financial records | 7y | Tax law (statutory minimum) | End of fiscal year + 7y | Archive then delete | Finance system |
|
|
27
|
+
|
|
28
|
+
**2. Principles** — the policy stance: minimise by default, the shortest period that satisfies the basis, and that retention applies to **backups and logs too**.
|
|
29
|
+
|
|
30
|
+
**3. Deletion mechanics** — how deletion actually happens (automated job vs. manual), how it cascades to backups, and how it's evidenced.
|
|
31
|
+
|
|
32
|
+
**4. Flags** — categories with **no defined period** or **no legal/business basis** (these are the risk — data you can't justify keeping).
|
|
33
|
+
|
|
34
|
+
## Programmatic Helper
|
|
35
|
+
|
|
36
|
+
`scripts/retention_schedule.py` (stdlib only) validates a schedule and flags categories missing a
|
|
37
|
+
period or a basis, and (given a closure/event date) computes the earliest deletion date:
|
|
38
|
+
|
|
39
|
+
```bash
|
|
40
|
+
# data.json: [{"category":"Customer PII","retention_months":36,"basis":"GDPR minimisation","event_date":"2024-01-15"}, ...]
|
|
41
|
+
python3 scripts/retention_schedule.py data.json
|
|
42
|
+
python3 scripts/retention_schedule.py data.json --json
|
|
43
|
+
```
|
|
44
|
+
|
|
45
|
+
## Quality Checks
|
|
46
|
+
|
|
47
|
+
- [ ] Every category has both a retention period and a documented basis
|
|
48
|
+
- [ ] Periods default to the shortest that satisfies the legal/business need (minimisation), not "indefinite"
|
|
49
|
+
- [ ] Backups and logs are covered, not just the primary store
|
|
50
|
+
- [ ] Each category has a concrete deletion trigger and method, not just a duration
|
|
51
|
+
- [ ] Statutory minimums (tax, employment) and maximums (minimisation) are both respected
|
|
52
|
+
|
|
53
|
+
## Anti-Patterns
|
|
54
|
+
|
|
55
|
+
- [ ] Do not set retention to "indefinite" or leave it blank — undefined retention is the highest-risk, least-defensible state
|
|
56
|
+
- [ ] Do not forget backups — data deleted from production that lives on in backups is still data you hold
|
|
57
|
+
- [ ] Do not keep data with no legal or business basis — if you can't justify it, deleting it lowers risk for free
|
|
58
|
+
- [ ] Do not set a blanket period for all data — tax records and marketing emails have very different drivers
|
|
59
|
+
- [ ] Do not present statutory periods as advice — flag where legal/compliance must confirm the minimums
|
|
60
|
+
|
|
61
|
+
## Based On
|
|
62
|
+
|
|
63
|
+
Data-minimisation practice — GDPR Art. 5(1)(e) storage limitation, sector retention statutes, and defensible-deletion principles.
|