SSkillOperations
Brief-to-Project-Plan Skill (Claude Code)
agencyconsultingproject-planningestimationscopingclaude-codeskill
Sample outputCaptured sample. Not a live run.
Brief Restatement
The client is seeking a growth refresh for their Shopify skincare brand to improve their website's performance and optimize their email list in Klaviyo before Black Friday, with potential additional features such as a loyalty program.
Assumptions
- The client's definition of a "growth refresh" includes both front-end and back-end improvements, but the exact scope of work is not specified.
- The current email list issues in Klaviyo are related to integration with Shopify, but the details of these issues are not provided.
- The "loyalty thing" mentioned is assumed to refer to a loyalty program, but its requirements and scope are unknown.
Scope
In scope:
- Improving the website's speed and performance
- Optimizing the email list in Klaviyo
- Potential development of a loyalty program
Out of scope:
- Complete redesign of the brand's visual identity
- Development of new e-commerce features beyond the loyalty program
- Integration with third-party services beyond Klaviyo
Milestones & Deliverables
| Milestone | Deliverable | Owner Discipline | Exit Criterion |
| --- | --- | --- | --- |
| 1. Discovery | Documented current state and requirements | PM | When all stakeholders have reviewed and agreed upon the document |
| 2. Technical Audit | List of technical improvements for the website and Klaviyo integration | Engineer | When all technical debt is identified and prioritized |
| 3. Loyalty Program Design | Design concept for the loyalty program | Designer | When the design is approved by the client |
| 4. Development | Developed and tested improvements and loyalty program | Engineer | When all deliverables are deployed and functional |
| 5. Deployment | Deployed website and email list improvements, and loyalty program | Engineer | When the client confirms all changes are live and satisfactory |
Estimate
- Milestone 1: 2-5 person-days
- Milestone 2: 5-10 person-days
- Milestone 3: 3-6 person-days
- Milestone 4: 10-20 person-days
- Milestone 5: 2-4 person-days
Total effort: 22-45 person-days
With a team shape of 1 designer, 1.5 engineers, and 0.25 PM, the estimated calendar timeline is 12-25 working days.
Confidence level: Medium
The reason for the Medium confidence level is that while the brief provides a general direction, specific requirements for the loyalty program and the extent of the technical improvements needed are not detailed.
Risk Register
| Risk | Likelihood | Impact | Mitigation |
| --- | --- | --- | --- |
| Scope creep due to unclear requirements | High | High | Define and agree upon a clear scope of work with the client before proceeding |
| Delay in receiving necessary information from the client | Medium | Medium | Establish a clear communication plan and set deadlines for client feedback |
| Technical issues with Klaviyo integration | Medium | High | Allocate additional time for testing and integration |
Clarifying Questions
1. Can you provide more details about the current issues with your email list in Klaviyo and how they affect your business?
2. What specific features do you envision for the loyalty program, and how do you see it integrating with your current marketing strategy?
3. Are there any existing brand guidelines that should be followed for the design of the loyalty program?
TypeSkillCategoryOperationsRuns onClaude Code / ClaudeModelClaudeLicenseStandard license
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A production-grade Claude Code SKILL.md for agencies and independent consultants. Feed it a raw brief — an email thread, discovery-call notes, a vague one-liner — and it returns a structured, defensible project plan: a brief restatement that proves you understood the ask, explicit assumptions, in/out-of-scope lists, a milestones-and-deliverables table with exit criteria, effort estimates as low-high ranges with a confidence-based contingency buffer, a risk register (including commercial risks), and the 5-10 clarifying questions that most move the number. It enforces an estimation method so you never emit a single-point number, never lowball to win, and never paper over a missing budget/deadline/integration — those become assumptions and questions instead. Includes usage instructions and a full worked example (a $4M Shopify DTC 'growth refresh' brief run end-to-end). Drop it in .claude/skills or paste it into any Claude chat. What's inside: one SKILL.md with YAML frontmatter, a 7-section output contract, a step-by-step estimation + contingency method, agency guardrails, a copy-paste usage block, and an abridged real-shaped example run.
- ✓1 .md file (10 KB), instant download
- ✓Runs on Claude Code / Claude
- ✓Claude compatible
- ✓Version 1.0.0, all v1.x updates included free