47 skills
Business Operations Suite
All Hands Script
Generate a complete, presentation-ready all-hands meeting script with CEO talking points, department updates, Q&A facilitation guide, and audience engagement tactics. Use this skill when preparing a company town hall, quarterly all-hands, annual kickoff, or any large-scale internal meeting where leadership addresses the full organization. Produces a timed run-of-show, speaker scripts with stage directions, slide cue notes, and post-meeting follow-up communications. Covers both virtual (Zoom/Teams/Meet) and in-person auditorium formats for companies from 50 to 10,000+ employees.
business operationsBoard Deck Structure
Generate a complete, investor-ready board meeting deck with 15-20 slide templates, financial summaries, strategic initiative updates, and risk register. Use this skill when preparing for a quarterly board meeting, annual board review, special board session, or investor update. Produces structured slide-by-slide content with speaker notes, data visualization guidance, and appendix materials following Sequoia and Bessemer best practices. Covers seed-stage through public company board reporting with GAAP/non-GAAP presentation standards, SaaS metrics frameworks, and governance compliance requirements.
business operationsBudget Proposal
Generate a complete, approval-ready budget proposal with line-item detail, ROI justification, headcount planning, and executive summary. Use this skill when building a department budget request, annual operating budget, project budget, or capital expenditure proposal. Produces structured budget templates with variance analysis, zero-based justification frameworks, and stakeholder-ready presentation materials. Covers everything from a $50K marketing campaign budget to a $50M annual operating plan, with specific templates for headcount, software, professional services, and capital expenditures across SaaS, manufacturing, professional services, and nonprofit organizations.
business operationsBusiness Case Template
Generate a finance-grade, decision-ready business case document for capital expenditure requests, headcount approvals, new product bets, technology investments, or strategic initiatives. Use this skill when preparing a proposal for an investment committee, CFO, CEO, or board — especially when the ask exceeds departmental authority and requires formal financial justification. Produces a full NPV/IRR/payback model, strategic rationale, risk register, sensitivity analysis, and executive summary formatted to survive a finance gauntlet. Covers one-page executive summaries, 10-page committee decks, and 30-page full memos for asks from $50K software purchases to $50M capex programs.
business operationsBusiness Plan Outline
Generate a complete, investor-ready business plan with executive summary, market analysis, financial projections, and go-to-market strategy. Use this skill when launching a new venture, seeking funding, entering a new market, or building an internal business case for a new product line. Produces structured plan documents using Business Model Canvas, Lean Canvas, Porter's Five Forces, and TAM/SAM/SOM sizing frameworks. Covers everything from a one-page lean plan for accelerator applications to a 40-page comprehensive plan for bank loans, SBA applications, and Series A investor packages.
business operationsBusiness Requirements Doc
Generate a complete, stakeholder-approved Business Requirements Document (BRD) with functional requirements, acceptance criteria, traceability matrix, and sign-off section. Use this skill when scoping a new software project, system integration, process redesign, or any initiative that requires formal requirements documentation before implementation begins. Produces structured BRD templates following IEEE 830 standards with MoSCoW prioritization, INVEST-quality user stories, RACI matrices, and stakeholder approval workflows. Covers everything from a 10-requirement internal tool to a 200-requirement enterprise platform with regulatory compliance needs.
business operationsChange Management Plan
Generate a comprehensive organizational change management plan covering sponsor coalition, stakeholder resistance mapping, communication cadence, training and enablement, and adoption measurement. Use this skill when rolling out a reorg, ERP or CRM migration, RTO policy, compensation redesign, merger integration, process overhaul, or any change that asks employees to behave differently. Produces a Kotter 8-step rollout plan, ADKAR readiness checklist, Bridges Transition Model narrative, stakeholder matrix, communication calendar, and a 90-120 day adoption scorecard. Designed for changes affecting 50 to 50,000 employees across single or global multi-site deployments.
business operationsCompetitive Analysis
Build a comprehensive competitive analysis report using Porter's Five Forces, SWOT analysis, Blue Ocean Strategy, and BCG Matrix frameworks. Use this skill when you need to evaluate competitors, map competitive positioning, compare product features and pricing, conduct win/loss analysis, or identify market white space. Produces a complete intelligence dossier with competitor profiles, feature comparison matrices, pricing intelligence, strategic recommendations, and actionable positioning guidance ready for executive presentation.
business operationsCompetitive Battle Card
Generate an internal competitive battle card that arms sales, customer success, partner, and ops teams with the exact talking points, trap-setting questions, proof points, and objection-handling language needed to win against a specific named competitor. Use this skill when an existing competitor is gaining share, a new entrant emerges, an incumbent re-prices the market, or win rates dip. Produces a two-page front/back reference card plus a deeper 8-10 page internal enablement dossier with win/loss patterns, landmine questions, competitive displacement plays, and migration math. This is the business-operations version focused on cross-functional enablement — distinct from a sales-only one-pager.
business operationsCompliance Checklist
Generate an audit-ready compliance checklist mapped to a specific regulatory framework (SOC 2, ISO 27001, HIPAA, PCI-DSS, GDPR, NIST CSF, CCPA, FedRAMP). Use this skill when preparing for a new audit, remediating audit findings, onboarding a new framework, or building a controls catalog for a growing program. Produces a complete control inventory with named control owners, evidence requirements, collection cadence, test procedures, gap assessment, and a 90-day path to readiness. Designed for security, compliance, legal, IT, and GRC teams at startups through regulated enterprises. Includes control mapping across multiple frameworks so a single evidence artifact can satisfy overlapping requirements.
business operationsCrisis Communication Plan
Generate a complete crisis communication playbook for high-stakes events including data breaches, executive departures, product recalls, safety incidents, financial restatements, regulatory action, workplace misconduct, social media firestorms, and other PR crises. Use this skill when preparing a standing playbook before a crisis, when a crisis is actively unfolding and you need a response within hours, or after a crisis for post-mortem and plan hardening. Produces a stakeholder priority ladder, holding statement, full response tree, dark-site deployment plan, executive briefing packs, media Q&A, and post-crisis audit. Grounded in Situation Crisis Communication Theory (SCCT) with attribution-matched response strategies.
business operationsCustomer Feedback Synthesis
Aggregate and synthesize raw customer feedback from surveys, support tickets, NPS verbatims, churn interviews, sales-loss notes, and product reviews into a prioritized, themed insights report. Use this skill whenever the team needs to make sense of hundreds or thousands of verbatim comments, segment feedback by persona or lifecycle stage, identify top drivers of CSAT/NPS/CES movement, or convert messy qualitative data into actionable roadmap inputs. Produces a coded tagging taxonomy, thematic clusters with quote evidence, Jobs-to-be-Done insight statements, a Kano-prioritized opportunity matrix, and an executive-ready insights report with specific product, support, and GTM recommendations. Works with Zendesk, Intercom, Gong, Qualtrics, Typeform, Delighted, SurveyMonkey, App Store reviews, G2/Capterra, and raw CSV exports.
business operationsData Governance Policy
Draft or modernize a company-wide data governance policy covering classification, retention, access control, lineage, ownership, privacy, and stewardship. Use this skill when preparing for SOC 2 / ISO 27001 / HIPAA audits, launching a data platform (warehouse, lakehouse, CDP), onboarding a Chief Data Officer, responding to GDPR/CCPA requirements, or aligning scattered team-level practices into one enforceable framework. Produces a full policy document with classification matrix, retention schedule by asset class, RACI for data stewardship, access-control tiers, incident-response playbook, and a 90-day rollout plan. Grounded in DAMA-DMBOK2, the CIA triad, NIST CSF, the FAIR principles (Findable, Accessible, Interoperable, Reusable), and modern tooling (Snowflake, BigQuery, Databricks, Collibra, Atlan, Monte Carlo, OneTrust).
business operationsEmployee Handbook Section
Draft legally-informed employee handbook policy sections covering PTO, remote work, code of conduct, anti-harassment, and more. Use this skill when you need to write or update HR policies, create compliant handbook sections, build onboarding documentation, or develop workplace conduct guidelines. Produces deployment-ready policy language aligned with SHRM compliance standards, at-will employment doctrine, ADA, FMLA, and Title VII requirements, complete with legal disclaimer templates and employee acknowledgment forms.
business operationsExecutive Summary
Compress a long report, deck, research memo, board packet, or analysis into a tight 1-page executive summary that an executive can read in 90 seconds and act on in 5 minutes. Use this skill when you have a 40-page strategy doc, a 60-slide deck, a consulting-style analysis, a quarterly business review, an M&A memo, or any multi-thousand-word asset that needs to land with a CEO, board, investor, or senior operator. Produces a BLUF-first summary, a Pyramid Principle governing thought with supporting pillars, an SCR (Situation-Complication-Resolution) narrative, a decisions-required table, a risks/mitigations block, and a consulting one-pager layout with optional 3-slide "exec pack" extension. Works for strategy, finance, ops, product, M&A, research, and post-mortems.
business operationsInternal Newsletter
Plan, write, and operate a weekly or monthly internal company newsletter that employees actually open, read, and act on. Use this skill when launching a new internal newsletter, rescuing one with declining engagement, scaling comms for a fast-growing org (100 to 10,000+ employees), or syndicating different editions for different audiences (all-hands, engineering, sales, field). Produces a 12-issue editorial calendar, an engagement-scored section inventory, reusable section templates, a subject-line A/B testing framework, a distribution and sending playbook, and a performance dashboard with open-rate, click-rate, forward-rate, and CTA-completion benchmarks. Works with Mailchimp, Customer.io, Staffbase, Simpplr, Workvivo, Haiilo, Slack, Gmail/Outlook, and Notion/Confluence.
business operationsInvestor Pitch Deck
Build a compelling investor pitch deck following the Sequoia capital memo format, Guy Kawasaki's 10-20-30 rule, and YC demo day structure. Use this skill when you need to create fundraising materials, prepare for investor meetings, build a Series A-C deck, structure a demo day presentation, or draft a seed round pitch. Produces 12-15 slide templates with placeholder tokens covering problem, solution, market size, traction, business model, team, financials, and the ask — plus speaker notes and key SaaS metrics frameworks.
business operationsJob Description Writer
Write high-converting, ATS-optimized job descriptions using competency-based JD structure and inclusive language guidelines informed by Textio research. Use this skill when you need to create new job postings, rewrite existing JDs for better candidate conversion, optimize listings for applicant tracking systems, or build a library of role templates across seniority levels. Produces complete job descriptions with role summary, responsibilities, requirements, benefits, and company culture sections — with variants for junior, mid, senior, and leadership levels.
business operationsKpi Dashboard Design
Design an executive, departmental, or operational KPI dashboard that surfaces the right metrics at the right cadence with visualizations that drive decisions rather than decorate screens. Use this skill when building a new dashboard, rescuing one nobody opens, standing up a North Star metric program, wiring OKRs to real telemetry, or aligning a CEO dashboard with board reporting. Produces a metric selection matrix (leading vs. lagging, input vs. output), a Balanced Scorecard mapping, a North Star metric definition, tier-by-tier metric hierarchies (L1 CEO / L2 function / L3 team), chart-type decisions, dashboard wireframes with information hierarchy, cadence/alerting rules, and a rollout plan. Works with Looker, Tableau, Power BI, Metabase, Amplitude, Mixpanel, Hex, Mode, Domo, and custom-built React dashboards.
business operationsMarket Research Brief
Create a comprehensive market research brief using TAM/SAM/SOM sizing, Jobs-to-be-Done framework, Voice of Customer methodology, and Conjoint Analysis design. Use this skill when you need to scope a research project, size a market opportunity, design customer surveys or interview guides, build a research brief for an agency, or validate product-market fit hypotheses. Produces a complete market research brief with research objectives, methodology recommendations, survey question banks, interview guides, market sizing models, and analysis frameworks ready for execution.
business operationsMeeting Agenda Generator
Meeting Agenda Generator skill for operations leaders, executive assistants, chiefs of staff, and project managers who need to design high-impact meeting agendas that respect participants' time and drive decisions. Use this when you need to plan a standup, weekly sync, board meeting, quarterly business review, brainstorm session, or 1-on-1. Produces a complete, timed agenda document with pre-read materials list, decision frameworks, facilitation notes, and follow-up action templates — ready to distribute via calendar invite or collaboration tool.
business operationsMeeting Agenda Template
Design a reusable meeting agenda template system for any recurring or one-off meeting type — leadership sync, department staff meeting, 1:1, board prep, quarterly business review, cross-functional standup, or project steering committee. Use this skill when an organization needs a standardized, archetype-driven template library (not a single one-off agenda) that managers can reuse week after week with consistent structure, time-boxing, and outcome discipline. Produces 6-8 archetype templates (decision-making, information-sharing, brainstorming, problem-solving, 1:1, board prep, retrospective, governance) with DACI role assignments, PAL framing, the 3-T (Topic-Time-Type) structure, meeting charter, and facilitator scripts. Output is ready for Notion, Confluence, Google Docs, or a calendar template library.
business operationsOkr Framework
OKR Framework skill for founders, heads of operations, VPs of strategy, and team leads who need to build or overhaul their goal-setting system using Objectives and Key Results. Use this when you need to set company-level OKRs, cascade goals to departments and individuals, run quarterly planning, or evaluate OKR scores. Produces a complete OKR architecture with company, department, and individual templates, a 0.0-1.0 scoring rubric, quarterly review cadence, and alignment maps — modeled on the Google/Intel methodology pioneered by Andy Grove and John Doerr.
business operationsOnboarding Checklist
Onboarding Checklist skill for HR leaders, people operations managers, hiring managers, and chiefs of staff who need to build or overhaul their new hire onboarding program. Use this when you are bringing on a new employee, contractor, or executive and need a structured pre-boarding sequence, day-1 schedule, week-1 plan, and 30-60-90 day milestone roadmap. Produces a complete onboarding system with role-specific modules, IT setup checklist, buddy system assignment, manager checklist, and compliance documentation tracker — grounded in SHRM best practices and the 30-60-90 day methodology proven to improve new hire retention by up to 82%.
business operationsOperations Manual
Produce a complete, auditable operations manual for a department or entire company — a 80-200 page reference document covering workflows, roles, tools, SLAs, escalation paths, decision rights, and knowledge management taxonomy. Use this skill when an organization needs to codify tribal knowledge, prepare for scaling, pass a due-diligence audit, onboard new employees, or achieve SOC 2 / ISO 9001 operational readiness. Produces a full table of contents, SIPOC maps for every core process, RACI matrices, swim-lane process diagrams (described in markdown), tool inventory, SLA tables, exception-handling procedures, and a knowledge-management taxonomy. Output is ready for Notion, Confluence, SharePoint, or PDF export for regulated environments.
business operationsOrg Chart Design
Design or redesign an organizational structure from first principles — from a 30-person flat startup to a 5,000-person multi-BU enterprise. Use this skill when a company is restructuring post-fundraise, post-acquisition, or post-layoff; when spans and layers have drifted; when matrix tensions are creating decision gridlock; or when moving from functional to divisional to matrix or applying Team Topologies (Stream-aligned, Platform, Enabling, Complicated-subsystem). Produces a target-state org chart, spans & layers analysis, role-level headcount plan, reporting relationship changes, operating-model memo, transition plan, and the change-comms package. Output is ready for BoardVantage, ChartHop, Lucid, OrgVue, or a simple deck for the exec team.
business operationsPartnership Agreement Outline
Partnership Agreement Outline skill for business development leaders, heads of partnerships, startup founders, and legal operations teams who need to structure, negotiate, and formalize strategic partnerships. Use this when you are pursuing a co-marketing deal, technology integration, reseller arrangement, joint venture, or channel partnership and need a term sheet, partnership agreement outline, KPI dashboard, revenue-sharing model, and governance framework. Produces a complete partnership package with term sheet template, RACI governance matrix, escalation procedures, revenue-sharing calculations, and partnership lifecycle management plan — covering everything from initial outreach through renewal or termination.
business operationsPerformance Review Template
Performance Review Template skill for people managers, HR business partners, and heads of talent who need to build or refine their performance evaluation system. Use this when you need to conduct annual or semi-annual reviews, run 360-degree feedback cycles, calibrate talent across teams using a 9-box grid, or create performance improvement plans. Produces a complete performance management toolkit with self-assessment templates, manager assessment forms, peer feedback questionnaires, calibration rubrics, development plan templates, and PIP documentation — grounded in competency-based assessment methodology and the STAR evidence framework used by leading organizations.
business operationsPolicy Document Template
Policy Document Template skill for governance, compliance, and operations leaders who need to draft, structure, and formalize organizational policies. Use this when you need to create an IT security policy, HR handbook section, data privacy policy, acceptable use policy, or any internal governance document. Produces a complete policy document with purpose, scope, definitions, procedures, enforcement clauses, version control table, and approval workflow aligned to ISO 27001 policy structure and COBIT governance principles.
business operationsPolicy Update Memo
Generate a legally-reviewed, BLUF-structured memo announcing a new or updated company policy — PTO, expense, remote work, acceptable use, AI usage, bring-your-own-device, travel, code of conduct, anti-harassment, or any other governance change. Use this skill when a policy is being introduced, modified, or retired and the communication must land cleanly across employees, managers, and legal stakeholders. Produces a full memo with BLUF headline, effective-date choreography, exception-handling language, acknowledgment flow, FAQ, manager talking points, and Slack / email / intranet variants. Covers policy communications for startups (15-person PTO policy update) through enterprises (global AI acceptable-use policy at 10,000+ employees).
business operationsProcess Documentation
Process Documentation skill for operations managers, process engineers, and continuous improvement practitioners who need to map, document, and optimize business processes. Use this when you need to create a standard operating procedure, process map, SIPOC diagram, swimlane workflow, RACI matrix, or any operational documentation. Produces deployment-ready process documentation using SIPOC modeling, BPMN notation, Lean Six Sigma DMAIC methodology, and Value Stream Mapping principles with built-in exception handling and process metrics dashboards.
business operationsProject Charter
Author a PMI PMBOK-compliant project charter that formally authorizes a new project, defines its scope, allocates resources, and establishes governance. Use this skill whenever an organization is launching a new initiative — a product build, ERP implementation, office move, M&A integration, compliance program, or any cross-functional effort that requires named sponsorship, a budget, and a steering committee. Produces a full charter including problem statement, objectives and KPIs, scope boundaries (in/out), deliverables, milestones, RACI, triple-constraint envelope, risk register, governance structure, stakeholder map, and sign-off page. Output is ready for submission to a PMO, steering committee, investment committee, or board of directors. Distinct from a project plan (schedule) or SOW (contractor agreement) — this is the authorizing document.
business operationsProject Proposal
Project Proposal skill for project managers, program leads, and business analysts who need to build compelling business cases and project proposals that secure executive approval and funding. Use this when you need to write a project charter, business case, initiative brief, capital expenditure request, or Agile project brief. Produces a complete proposal with executive summary, problem statement, NPV/IRR financial analysis, solution architecture, resource plan, risk register, timeline, and budget breakdown using PMBOK project charter elements and business case methodology.
business operationsQuarterly Review Template
Generate a complete Quarterly Business Review (QBR) template with OKR scoring, V2MOM alignment, traffic-light dashboards, Start-Stop-Continue retrospective, and a decision-ready executive narrative. Use this skill when preparing a department QBR, leadership team operating review, board-facing quarterly update, or company-wide Hoshin Kanri review. Produces a fill-in-the-blank review deck, a metrics scorecard, a retrospective facilitation guide, and a forward-looking commitment page. Works for functional teams (Sales, Marketing, Product, Engineering, CS, Finance) and for cross-functional business units inside companies from 50 to 10,000+ employees.
business operationsRfp Response
RFP Response skill for business development managers, proposal writers, and capture teams who need to craft winning responses to requests for proposals, RFIs, and RFQs. Use this when you need to write a proposal cover letter, executive summary, technical approach, management approach, past performance section, or pricing volume. Produces a complete RFP response package using the Shipley capture management process, APMP proposal structure, and Blue Sheet strategic selling methodology with compliance matrix, win theme development, and red team review checklists.
business operationsRisk Assessment
Risk Assessment skill for risk managers, compliance officers, project managers, and operations leaders who need to identify, analyze, evaluate, and treat organizational risks. Use this when you need to build a risk register, conduct a risk workshop, create a probability/impact matrix, develop a risk appetite statement, or design a risk monitoring dashboard. Produces a complete risk assessment package using COSO ERM framework, ISO 31000 methodology, FAIR risk quantification model, and bow-tie analysis with risk registers, mitigation plans, key risk indicators, and executive risk reporting templates.
business operationsRisk Assessment Matrix
Build a deployment-ready risk assessment matrix (heat map) with likelihood x impact scoring, inherent vs residual risk, mitigation ownership, and a calibrated risk appetite statement. Use this skill when producing an enterprise risk register, project risk log, audit committee dashboard, security risk scorecard, operational risk heat map, or ISO 31000 / COSO ERM deliverable. Produces a 5x5 heat map with color bands, a line-item risk register, bow-tie diagrams for top risks, and a Key Risk Indicator (KRI) tracker. Distinct from a narrative risk-assessment memo — this skill is focused on the quantified matrix artifact used in governance meetings.
business operationsSop Generator
Extract tacit process knowledge from a subject-matter expert via structured interview, then generate a complete, ISO-9001-compatible Standard Operating Procedure with swim-lane process map, BPMN flow, decision points, error handling, and version control. Use this skill when you need to codify an undocumented process, onboard a new role, prepare for a certification audit, capture knowledge before a key employee departs, or harden a process that has been living in one person's head. Produces a formal SOP document, a swim-lane diagram, a RACI, a training checklist, and a review / revision log. Distinct from a static SOP template — this skill is the generator that interviews the expert and extracts the procedure.
business operationsStakeholder Update
Generate a polished, decision-focused stakeholder update in the format used by top-quartile founders, CEOs, and GMs — investor email, board of directors update, executive sponsor update, or private-equity operating update. Use this skill for monthly investor emails (Jason Lemkin / SaaStr format), quarterly board packs (Kellblog operating update), executive sponsor briefings, or PE sponsor updates. Produces a complete drafted email or memo with headline metrics, green/yellow/red RAG status, SCR-structured narrative, "good news / bad news / asks" section, and a pre-meeting reading pack. Works for pre-seed startups, growth-stage SaaS, PE portfolio companies, and public-company internal sponsor reporting.
business operationsStandard Operating Procedure
Create bulletproof Standard Operating Procedures that survive employee turnover and scale with your organization. This skill produces ISO 9001-aligned SOPs with detailed procedure steps, flowchart logic, RACI matrices, safety protocols, and training verification forms. Use it when you need to document a repeatable process, prepare for an audit, onboard new team members, or standardize workflows across departments. Outputs a deployment-ready SOP document package including the procedure itself, a visual flowchart template, revision history tracker, and compliance sign-off sheet.
business operationsStatement Of Work
Draft airtight Statements of Work that protect both client and provider while keeping projects on track. This skill produces legally-informed SOW documents covering scope, deliverables, timelines, acceptance criteria, and payment terms using PMBOK scope management principles. Use it when scoping a new consulting engagement, outsourcing a project, hiring a contractor, or formalizing an internal cross-departmental initiative. Outputs include the full SOW document, change order template, milestone payment schedule, and formal acceptance form — ready for legal review and signature.
business operationsStrategic Plan
Build a comprehensive 3-year strategic plan that translates vision into measurable action. This skill produces executive-ready strategic plans using Balanced Scorecard, Blue Ocean Strategy, the 7S framework, Ansoff Matrix, and Porter's Generic Strategies. Use it when launching a new business unit, preparing for board presentations, entering new markets, recovering from stagnation, or running an annual strategic planning offsite. Outputs include the full strategic plan document, vision/mission/values framework, strategic pillar definitions, initiative roadmap, resource allocation model, and annual operating plan bridge.
business operationsStrategic Planning Framework
Run a complete end-to-end strategic planning process — not just a plan document, but the facilitated framework for producing annual, 3-year, or 5-year strategy. Use this skill when a CEO, Chief of Staff, head of strategy, or leadership team needs to kick off an annual planning cycle, refresh a multi-year strategy, align on corporate direction, or restructure how the company makes strategic choices. Produces a phased calendar, facilitation agendas, real framework artifacts (Hoshin X-matrix, V2MOM, Wardley map, Porter's Five Forces, Playing-to-Win cascade), pre-reads, decision logs, and a rollout plan. Covers the full process from strategic context analysis through to cascaded objectives across all functions and BU leaders.
business operationsSwot Analysis
Conduct rigorous SWOT analyses that go beyond sticky notes on a whiteboard to produce actionable strategic recommendations. This skill uses the classic SWOT framework enhanced with TOWS Matrix strategy derivation, PESTLE analysis overlay for external factors, and VRIO framework for internal resource assessment. Use it when preparing for strategic planning, evaluating a new market entry, assessing competitive position, conducting due diligence, or building a business case. Outputs include a prioritized SWOT matrix, TOWS strategy derivation grid, scoring rubric for factor prioritization, and a concrete action plan derived from SWOT findings.
business operationsTeam Charter
Produce a complete team charter defining a team's mission, scope, decision rights, norms, and ways of working. Use this skill when forming a new team, re-chartering after a reorg or leadership change, kicking off a cross-functional initiative, onboarding a new manager, or resetting a team stuck in storming or low-trust dynamics. Produces a one-page team charter canvas, detailed working agreements, a decision rights matrix (RACI/DACI), a team API (per Team Topologies), meeting and communication norms, and a 90-day activation plan. Covers engineering, product, design, RevOps, PeopleOps, platform, and cross-functional pods from 4 to 25 people.
business operationsVendor Evaluation
Evaluate, score, and select vendors with a rigorous procurement process that protects your organization from risk while maximizing value. This skill produces comprehensive vendor assessments using weighted scoring models, Total Cost of Ownership analysis, the Kraljic Portfolio Matrix for strategic categorization, and ISO 27001-aligned vendor risk assessment. Use it when selecting a new vendor, renewing a major contract, consolidating suppliers, running an RFP process, or building a vendor management program from scratch. Outputs include a weighted vendor scorecard, RFI/RFP comparison matrix, reference check questionnaire, contract negotiation checklist, SLA template, and vendor performance dashboard.
business operationsVendor Evaluation Scorecard
Build a defensible, weighted vendor evaluation scorecard for selecting a software vendor, service provider, SaaS platform, or strategic supplier. Use this skill when running an RFP, shortlisting vendors, making a buy decision above $10K annual spend, comparing SaaS tools, or replacing an incumbent provider. Produces a weighted-criteria scorecard with Kepner-Tregoe MUST/WANT separation, MoSCoW must/should/could/wont classification, a total cost of ownership (TCO) model, vendor risk tier matrix, scoring rubric, and executive recommendation memo. Distinct from the general vendor-evaluation skill — this focuses on the SCORECARD artifact with numerical rigor suitable for procurement, finance, or board-level review.