Business & Operations

Evaluate, select, and contract with vendors and SaaS tools. Use this skill when comparing alternatives, running an RFP, scoring vendors against criteria, negotiating contracts, planning a switch, or assessing a vendor's risk. Triggers on vendor evaluation, RFP, vendor selection, build vs buy, SaaS evaluation, vendor scorecard, vendor comparison, contract negotiation, vendor switch, procurement. Also triggers when a renewal is coming up or when a tool isn't meeting expectations.

Framework for assessing IT service providers, technology vendors, and third-party partners. Creates structured risk assessments across financial, operational, compliance, security, and reputational dimensions with regulatory checklists (GDPR, DORA, NIS2, SOX). Use when: (1) Evaluating new vendors or technology providers, (2) Conducting third-party risk assessments for procurement, (3) Performing critical vendor due diligence for regulatory compliance, (4) Creating vendor onboarding documentat...

Implement the Entrepreneurial Operating System (EOS) to align vision and execution across a company. Use when the user mentions "EOS", "Entrepreneurial Operating System", "V/TO", "quarterly rocks", "Level 10 meetings", "accountability chart", "IDS process", "my company feels chaotic", "we keep having the same problems", or "get the whole team aligned". Also trigger when a growing company needs meeting structure, goal-setting frameworks, or a systematic way to solve recurring organizational is...

Guide to negotiating technology services agreements, professional services contracts, and commercial B2B transactions. Provides three-position frameworks (provider-favorable, balanced, client-favorable), deal-size tactics, objection handling templates, and concession roadmaps. Use when: (1) Developing negotiation strategies for SaaS, cloud, or managed services agreements, (2) Preparing position papers and fallback positions, (3) Responding to counterparty objections and demands, (4) Creating ...

Four fundamental team types and interaction modes from Team Topologies

Four fundamental team types and interaction modes from Team Topologies

This skill should be used when the user asks to "plan team structure", "determine hiring needs", "design org chart", "calculate compensation", "plan equity allocation", or requests organizational design and headcount planning for a startup.

Designs high-performing team structures using organizational psychology AND creates new skills on-the-fly when team needs unmet expertise. Expert in team composition, personality balancing, collaboration ritual design, and skill creation for missing capabilities. Use for team design, role definition, skill gap identification. Activates on 'team building', 'team composition', 'skills needed', 'what skills'. NOT for general project management or solo work planning.

Sustainability and ESG expertise for ESG strategy, carbon footprint management, sustainable supply chains, circular economy, renewable energy, climate risk, and ESG reporting (GRI, SASB, TCFD). Use when building sustainability programs, measuring carbon impact, or creating ESG reports.

When the user wants to evaluate suppliers, select vendors, or perform supplier scoring and qualification. Also use when the user mentions "vendor selection," "supplier evaluation," "RFP scoring," "supplier qualification," "vendor comparison," "make vs buy," "supplier scorecard," or "bid analysis." For ongoing supplier risk monitoring, see supplier-risk-management. For contract negotiation, see contract-management.

When the user wants to improve supplier relationships, implement collaboration programs, or enable information sharing with suppliers. Also use when the user mentions "supplier partnership," "collaborative planning," "VMI," "CPFR," "supplier portal," "information sharing," "supplier development," "co-innovation," or "strategic partnerships." For supplier selection, see supplier-selection. For supplier risk, see supplier-risk-management.

Use when conducting strategic decision-making session - systematic context assembly, rigorous framework application, concrete scenario analysis, and structured session documentation

Use when reviewing, critiquing, or stress-testing an existing strategy document. Evaluates seven dimensions \u2014 diagnosis quality, guiding policy strength, action coherence, assumption exposure, falsifiability \u2014 with optional 7S, Five Forces, Balanced Scorecard, and Hoshin Kanri lenses. Triggers on: review my strategy, poke holes in this plan, what's weak here, strategy audit, red team this. Does NOT build strategy (use strategy-interview) or brainstorm project ideas (use brainstorm-b...

Use when creating formal strategy memo from session or standalone - systematic extraction, framework-driven analysis, evidence-based recommendations with citation rigor

Use when the user wants to build or think through a strategy via guided conversation \u2014 for a company, product, team, career, or initiative. Triggers on \"help me figure out our direction\", \"what should we focus on\", strategic planning, competitive positioning, go-to-market strategy. Also catches indirect requests like prioritization struggles or \"we have too many priorities\". Does NOT review existing strategy documents (use strategy-review) or brainstorm project features (use brains...

'Create detailed 3-5 year financial model with revenue, costs, cash

'Generate comprehensive investor-ready business case document with

Stakeholder identification, analysis, and management using BABOK techniques. Creates Power/Interest matrices, RACI charts, and communication plans.

name: rolling-forecasts

Enterprise risk management expertise for ERM frameworks, risk assessment, business continuity, insurance strategy, third-party risk, and reputational risk. Use when assessing risks, building continuity plans, or managing organizational risk exposure.

name: revenue-recognition

R&D management expertise for R&D portfolio management, technology roadmapping, research methodology, patent strategy, lab management, academic partnerships, and regulatory pathways. Use when managing research programs, planning technology roadmaps, or building patent portfolios.

This skill supports three modes: Create, Update, and Find.

Build a Quarterly Business Review (QBR) deck structure and narrative for a customer account. Use when asked to prepare a QBR, business review meeting, executive review, or quarterly check-in with a customer. Produces a slide-by-slide QBR structure with talking points, metrics review, value narrative, and mutual next steps.