Claude Skills by mcorbett51090

Diagnose why delivery is unpredictable using flow + DORA as system signals, find the constraint, and fix it — never by velocity-quota'ing people. Reach for this when dates keep slipping.

Run a 1:1 that serves the engineer — agenda from them, growth thread, blockers surfaced — not your status update. Reach for this before defaulting to a status read.

Draft a performance review from dated, observable behavior with impact — specific, bias-checked, growth-oriented. A draft for a human to own, never a verdict.

Draft the sustainability disclosure with its evidence trail, build the data controls, assess readiness for the target assurance level (limited vs reasonable), run a gap assessment against what an assurer will test, strip greenwashing, and prepare the auditor-liaison pack.

Select the applicable sustainability-reporting framework(s) and scope the disclosure: determine which standards apply (CSRD/ESRS, ISSB IFRS S1/S2, GRI, SEC), run the right materiality test (double vs financial), fix the reporting boundary and governance, and crosswalk overlapping frameworks into one roadmap.

Build a GHG Protocol inventory: Scopes 1/2/3 and the 15 Scope-3 categories, activity data and emission-factor sourcing with vintage, location-based vs market-based Scope 2, base-year setting and recalculation, the consolidation boundary, and data-quality tiering — every figure traceable and assurable.

Build a minute-by-minute run-of-show / show-flow: a timed table with a row per segment — time, duration, what happens, the cue, and a named owner/role — plus the contingency plan-Bs for the day-of.

Design the event plan and budget: goal/KPIs, format (in-person/virtual/hybrid), audience, a budget with a named contingency line, the break-even point in registrations/sponsorship, and the dated go/no-go gate.

Post-event measurement: compute ROI against the goal/KPIs set up front (revenue/pipeline, cost per attendee, sponsor renewal, NPS) — not vanity attendance — and run the debrief while it is fresh so lessons feed the next event.

Registration and attendee operations: model the funnel (reach -> visit -> register -> confirm -> attend) not a headcount, then run check-in as a throughput operation — lanes, staffing, badge/QR flow sized for peak arrival with a system-down fallback.

Sponsorship and revenue: define tiers by delivered value, build the prospectus, sell against value not logos, and fulfill every promise (placement, leads, speaking slot) with a checklist and proof of delivery so sponsors renew.

Build trustworthy A/B-test plumbing: deterministic sticky assignment, exposure logging (who actually saw the variant), Sample-Ratio-Mismatch checks before reading results, pre-registered metric/MDE/duration, and guardrail metrics — leaving significance to applied-statistics.

Instrument trustworthy product analytics: a tracking plan first, a consistent typed event/property schema (object_action naming, versioned), identity stitching (anonymous -> known), CDP routing (instrument once), and event-quality validation as code.

Use feature flags safely: match the flag type to its purpose (release/experiment/ops/permission), give every risky change a kill switch, roll out progressively gated by a health signal, evaluate deterministically and fail-safe, and manage the flag lifecycle to prevent debt.

Procedure for detecting and diagnosing Sample-Ratio Mismatch in A/B experiments — covers the chi-squared test, common causes by layer, and the decision rule for whether to trust or discard a result.

Step-by-step guide for designing a product analytics tracking plan — event taxonomy, property schema conventions, identity stitching strategy, and the governance process to keep the plan as the source of truth.

Design and optimize a field-service dispatch board — priority queue logic by SLA tier, skill-match routing, geographic density optimization, emergency vs. planned time-block allocation, and day-of-dispatch escalation protocols.

Diagnose and improve technician utilization, first-time-fix rate, MTTR, and callback rate — including root-cause segmentation by parts/skill/information/diagnosis, the utilization waterfall, and the coaching framework to address each failure category.

Design, rationalize, and optimize truck-stock for field-service technicians — tier the parts list by usage frequency and service-level impact, set reorder points, model the first-time-fix ↔ carrying-cost tradeoff, and analyze parts-delay failures and returns.

Build the budget bottom-up to a top-sheet with a risk-sized contingency, so the number is defensible. Reach for this on any budget question.

Define the delivery spec (formats, masters, captions, QC) first, since it's the actual product. Reach for this before pricing or finishing.

Schedule to shoot days, locations, and cast availability with company moves and turnaround, not the calendar. Reach for this on a scheduling question.

Sequence post as a dependency chain keyed off picture lock, so the delivery date rests on the critical path. Reach for this on a post plan.

Track cost against the bid line by line and watch contingency burn, so overage is managed not discovered. Reach for this during production.

Author and validate the per-entity chart-of-accounts → statement-line mapping — the bespoke, judgment-laden asset that makes the close reusable per company and where mis-statements hide. Coverage-checked with statement_engine.py --lint-map. Used by `controller`.

Compose narrative-first board / investor / lender reporting packs — section sequencing, KPI selection, executive-summary patterns. Numbers don't ship without commentary. Used by `board-pack-composer` (primary).

The governed review→approve→lock state machine with enforced segregation of duties and an append-only hash-chained audit log. Refuses same-actor approval above threshold and illegal transitions. Runs scripts/close_state.py. Honest tier caveats. Used by `controller` + `audit-prep-specialist`.

Produce the recurring close supporting schedules — fixed-asset depreciation rollforward, prepaid amortization, and deferred-revenue waterfall — from summarized inputs, each self-checking so beginning + movements == ending (and NBV = cost − accumulated depreciation) to the cent. Straight-line, blocks (--strict) on a schedule that does not tie. Runs scripts/schedule_engine.py. Used by `controller`.

Roll up N entity trial balances (same period) into a group consolidation — reuses statement_engine per entity, then applies a BALANCED intercompany-elimination journal so IC receivable/payable and IC revenue/COGS net to zero, emits an entity-columns + eliminations + consolidated worksheet, and flags (does not remeasure) non-functional-currency entities for CTA. Runs scripts/consolidate.py. 'Eliminate before you consolidate.' Used by `controller`.

Run a defensible discounted-cash-flow valuation — explicit projection period, terminal value (Gordon vs exit-multiple), WACC build, sensitivities, scenario weighting, and the cross-check against trading / precedent multiples. Reach for this skill on any valuation work (pre-investment, 409A, fairness opinion, M&A) where a number has to survive board / counterparty scrutiny. Used by `valuation-analyst` (primary) and `financial-modeler`.

Build and refresh a driver-based rolling forecast that survives FP&A review — driver tree from revenue volume × price, opex by category-driver, working-capital roll, capex schedule, scenario layer. Reach for this skill when standing up a new forecast model, refreshing the annual plan, or when an executive asks "what would it take to hit X?" Used by `fpa-analyst` (primary), `financial-modeler`, and `board-pack-composer` for the forecast slides.

Normalize a raw accounting-system trial-balance export (QuickBooks Online / NetSuite / Xero / Sage Intacct) into the ONE canonical staging schema — account,description,debit,credit,entity,period,currency — that the close autopilot consumes, via a data-driven per-source column-map. Stamps entity/currency dimensions + a close-period watermark, blocks on an unbalanced export, writes atomically. Runs scripts/tb_stage.py. Used by `controller`.

IdP-backed segregation of duties for the close. Evolves close_state.py's config-asserted --actor string into an optionally IdP-VERIFIED identity via scripts/close_identity.py: an IdentityAdapter seam, split OIDC claim-validation + signature-verification (HS256 stdlib; RS256/JWKS via optional PyJWT, refuse-loudly if absent; alg:none + alg-confusion rejected per RFC 8725), SoD keyed on sub@iss + role claims, and a fresh step-up token to LOCK. Honest boundary: the plugin enforces the CHECK; the ...

Define KPIs that survive cross-team disagreement — single owner, single formula, single source of truth, decay-tested, documented in a KPI dictionary. Reach for this skill when launching a new metric, when two teams cite different numbers for "the same" KPI, when an exec asks "why doesn't this tie?", or when standing up a KPI pack. Used by `fpa-analyst` (primary) and `board-pack-composer`.

Wire a live GL/accounting-system OAuth2 extractor (QuickBooks Online / NetSuite / Sage Intacct / Xero) that feeds the canonical trial-balance staging seam, using the reference-implementation token client in scripts/connectors/ — atomic persist-then-use rotating refresh, per-entity lock, error-cause routing (401 refresh / 429 backoff / invalid_grant re-auth), Xero 30-min grace — plus drill-through GL lineage that feeds statement_engine --gl-detail unchanged. Reference impl + record/replay harn...

7-pass review of financial models — assumptions, mechanics, integrity (BS balances, CF reconciles), hardcodes, error-checks, scenarios, documentation. Used by `financial-modeler` (primary) and `valuation-analyst` for DCF integrity checks.

Run a clean month-end / quarter-end close — close-calendar mechanics, JE buckets, reconciliation checklist, exception-triage playbook. Reconciliation before commentary; materiality as a design constraint. Used by `controller` (primary).

Translate/remeasure ONE entity's functional-currency trial balance into a presentation-currency (USD) TB before consolidate.py, via scripts/remeasure.py. Current-rate method (A&L @ closing, P&L @ average, equity @ historical; plug = CTA to OCI/equity) or temporal method (monetary @ closing, non-monetary @ historical, P&L @ average except REV_EXP_HIST @ historical; plug = remeasurement G/L to net income). Reuses statement_engine's section-signed presentation + reasoning trail — no new sign log...

Wire NetSuite as a controller-autopilot source: OAuth2 M2M (cert-signed JWT, no refresh token) or time-boxed TBA fallback, a SuiteQL BS-cumulative/IS-period trial balance, tie-out, changed-after-sign-off drift check. Reference impl. Used by `controller`.

Render a close-package JSON (controller_cycle.py --out-json) into a self-contained, CSP-safe, theme-aware per-entity dashboard — headline KPIs (revenue, net income, gross margin, current ratio, DSO), IS/BS summaries, reconciliation exceptions, top flux, and close-state + traceability/self-certified badges. Runs scripts/entity_dashboard.py. Used by `controller`.

Turn a reconciled trial balance + a COA mapping into an income statement, balance sheet, and draft cash flow — classification-tested (blocks on unmapped accounts, catches mis-mapping that a balance-check cannot) with an honest traceability badge. Runs scripts/statement_engine.py. Used by `controller`.

Auto-match GL journal lines to sub-ledger / bank lines (exact, tolerance, and many-to-one grouped) and AUTO-CERTIFY an account only when its unexplained residual is within materiality — else FLAG for a human. The auto-match engine reconcile_summary.py's static tie-out lacked. Runs scripts/recon_match.py. Used by `controller`.

Balance-sheet tie-out (book vs sub-ledger, review-by-exception at materiality) plus a materiality-suppressed period-over-period flux table. Runs scripts/reconcile_summary.py; narrative 'why' reuses the variance-commentary skill. Used by `controller`.

Document a SOC 1 / SOC 2 control walkthrough — control description, test of design vs test of operating effectiveness, evidence-of-control patterns, sampling, exception triage, deficiency severity classification (control deficiency / significant deficiency / material weakness). Reach for this skill during pre-audit prep, when documenting a new control for the next SOC cycle, or when responding to an auditor's walkthrough request. Used by `audit-prep-specialist` (primary).

Build and operate a 13-week direct-method cash forecast — receipts by source, disbursements by category, week-by-week roll, variance-to-prior-forecast cadence, covenant headroom view, and the trigger thresholds for management action. Reach for this skill when a business is cash-tight, in workout, lender-monitored, or post-fundraise discipline-building. Used by `treasury-analyst` (primary) and `fpa-analyst` for the longer-range bridge.

Write variance commentary that tells a story instead of restating a table — templates for revenue, GM, opex, EBITDA, FCF with named drivers + materiality threshold applied. Source-cite every number. Used by `fpa-analyst` (primary) + `board-pack-composer`.

Turn per-entity close packages into a recurring, warehouse-backed, MULTI-TENANT controller dashboard where one controller sees only their PORTFOLIO of entities. Flattens close packages into fact/dim rows (scripts/close_package_to_rows.py, KPI parity with entity_dashboard.derive_kpis), resolves an allowed_entities[] array claim deny-all-by-default (scripts/entity_rls.py), and ships reference dbt marts + a Cube access_policy + Postgres FORCE-RLS. REUSES data-platform for the security surface. U...

Forecast spend and set anomaly thresholds so cost is managed, not a monthly surprise. Reach for this on a budget/anomaly question.

Inventory idle/orphaned/oversized/zombie resources and rank the pure-savings wins. Reach for this first on any cost spike.

Read allocation coverage as tagged ÷ total, size the ungoverned pile, and design showback. Reach for this on an allocation question.