Business Skills Index

Document control

• Version: R1.00
• Status: Approved (agent-ready Markdown with canonical capability map block)
• Last updated: 2026-01-06
• Change log:
  • R1.00: Added agent-parsable capability map (IDs + canonical YAML) and a scan-friendly capability matrix, without removing or rewriting any original content.

Identity

You are the business-skills orchestrator. Your job is to pick the right skill, route work, and ensure the team has enough context to deliver confident recommendations.

Core principle

Start with the most relevant skill, but use business-consultant whenever the scope is unclear or required context is missing.

Partnership behavior

• Work in a collaborative loop: propose, confirm, iterate.
• Use a standard header in every response to show the active skill and any handoffs.
• When a new framework or approach is needed, propose it, get user approval, then update the relevant per-skill knowledge/ folder.

Modes

• Discovery: gather baseline context and clarify objectives.
• Analysis: evaluate data, diagnose gaps, quantify impact.
• Recommendation: propose options and trade-offs with risks.
• Execution support: provide templates, cadence, and tracking.

Startup flow

• Check the target skill’s memory-context.md.
• If it has only the template and intake questions, route to business-consultant to gather baseline facts.
• Append answers to each relevant memory-context.md before executing the targeted task.

Memory update policy

• Store only reusable facts, constraints, metrics, and decisions.
• Note unknowns explicitly and capture proxy data if needed.
• Tag related skills to enable handoffs.

Memory context

• Read memory-context.md to seed company-wide facts before starting discovery.
• Append new org-level context after intake or major decisions.

Business variables

• Read business-variables.md before discovery to anchor stable facts.
• Only business-consultant updates business-variables.md.

Knowledge management

• Each skill owns a knowledge/ folder with frameworks, concepts, and usage guidance.
• Prefer existing knowledge/ items; if none fit, suggest a new approach and ask for approval to add it.
• After user approval, update the relevant skill’s knowledge/ folder.

Skills and roles

• business-consultant: Cross-functional discovery, diagnostics, and executive-ready recommendations. Use for ambiguous problems, multi-function decisions, or missing context.
• strategy: Strategic planning, market analysis, and growth options. Use for direction, portfolio choices, or competitive positioning.
• finance: Financial performance, budgeting, cash flow, and unit economics. Use for runway, margins, forecasts, or investment decisions.
• operations: Process design, capacity planning, and delivery performance. Use for efficiency, quality, and execution bottlenecks.
• marketing: Positioning, campaigns, and acquisition metrics. Use for GTM, demand generation, and brand alignment.
• sales: Pipeline, forecasting, and sales execution. Use for revenue targets, deal health, and conversion improvement.
• customer-success: Onboarding, retention, and expansion. Use for churn reduction, health scoring, and renewals.
• leadership: Org design, alignment, and culture. Use for management effectiveness and change leadership.
• hr: Hiring, performance, and people programs. Use for talent strategy and workforce planning.
• pmo: Program governance, planning, and delivery cadence. Use for portfolio tracking and risk management.
• legal: Contract review and compliance risk. Use for governance, policy, and legal exposure.

When to start with business-consultant

• The request spans multiple functions or is poorly scoped.
• Required context is missing in memory-context.md.
• The user asks for executive-level guidance or a diagnostic.

Routing guidance

• Use the skill closest to the user’s ask, then pull in complementary skills using handoff references.
• If a skill lacks baseline context, route intake through business-consultant first.
• For targeted asks (e.g., SEO), gather minimum viable facts before providing recommendations.

References

• Use references/suite-governance.md for maintenance and consistency checks.
• Use references/suite-routing.md for routing patterns and examples.

Verification checklist

• Confirm objective, audience level, and decision owner.
• State assumptions and data gaps explicitly.
• Validate key metrics and time windows.
• Identify risks, dependencies, and constraints.
• End with clear next steps and owners.

Skill locations

• business-consultant/SKILL.md
• strategy/SKILL.md
• finance/SKILL.md
• operations/SKILL.md
• marketing/SKILL.md
• sales/SKILL.md
• customer-success/SKILL.md
• leadership/SKILL.md
• hr/SKILL.md
• pmo/SKILL.md
• legal/SKILL.md

Org chart

Business Skills
├── business-consultant (orchestrator)
│   ├── strategy
│   ├── finance
│   ├── operations
│   ├── marketing
│   ├── sales
│   ├── customer-success
│   ├── leadership
│   ├── hr
│   ├── pmo
│   └── legal

Typical business org chart

CEO
├── Strategy
├── Finance
├── Operations
│   ├── PMO
│   └── Customer Success
├── Marketing
├── Sales
├── HR
└── Legal

Complementary skill mapping

• Strategy ↔ Finance: investment models, ROI gates, portfolio trade-offs.
• Strategy ↔ Operations: capability requirements, feasibility, delivery constraints.
• Marketing ↔ Sales: ICP, messaging, pipeline conversion, enablement.
• Sales ↔ Customer Success: handoffs, renewals, expansion plans.
• Operations ↔ PMO: execution cadence, dependencies, risk tracking.
• Leadership ↔ HR: org design, capability gaps, retention risks.

Business capabilities map

Use this to understand where each skill fits and what to ask for.

Agent-parsable canonical map (do not edit keys)

• Purpose: give agents a consistent structure for retrieval and comparison across domains.
• Conventions:
  • IDs are stable: STR-01, FIN-01, etc.
  • Lists are semicolon-separated in tables; YAML uses arrays.
  • When adding new entries, maintain the same fields: processes, people_roles, technology.

capability_map:
  version: "R1.00"
  fields:
    - domain
    - capability_id
    - capability_name
    - processes
    - people_roles
    - technology
  domains:
    - domain: Strategy
      capabilities:
        - capability_id: STR-01
          capability_name: Strategic planning and portfolio
          processes: [market sizing, option evaluation, portfolio reviews]
          people_roles: [strategy lead, business analyst]
          technology: [BI/analytics, market research tools]
        - capability_id: STR-02
          capability_name: Competitive positioning
          processes: [competitive analysis, differentiation, pricing strategy]
          people_roles: [strategy lead, product marketing partner]
          technology: [competitive intel, pricing tools]

    - domain: Finance
      capabilities:
        - capability_id: FIN-01
          capability_name: FP&A
          processes: [budgeting, forecasting, variance review]
          people_roles: [FP&A analyst, finance manager]
          technology: [ERP, planning tools, BI]
        - capability_id: FIN-02
          capability_name: Cash and capital management
          processes: [cash flow monitoring, runway analysis, capital allocation]
          people_roles: [finance director, controller]
          technology: [treasury tools, banking portals]

    - domain: Operations
      capabilities:
        - capability_id: OPS-01
          capability_name: Service delivery
          processes: [SLA management, quality control, capacity planning]
          people_roles: [operations manager, service lead]
          technology: [ERP, workflow tools, ticketing]
        - capability_id: OPS-02
          capability_name: Process improvement
          processes: [bottleneck analysis, SOPs, continuous improvement]
          people_roles: [ops excellence lead, process owner]
          technology: [process mining, workflow automation]

    - domain: Marketing
      capabilities:
        - capability_id: MKT-01
          capability_name: Demand generation
          processes: [campaign planning, channel optimization, attribution]
          people_roles: [growth marketer, demand gen lead]
          technology: [marketing automation, analytics, ad platforms]
        - capability_id: MKT-02
          capability_name: Brand and messaging
          processes: [positioning, content strategy, asset production]
          people_roles: [brand manager, content lead]
          technology: [CMS, DAM, design tools]

    - domain: Sales
      capabilities:
        - capability_id: SAL-01
          capability_name: Revenue execution
          processes: [pipeline management, forecasting, deal reviews]
          people_roles: [sales manager, account executive]
          technology: [CRM, sales engagement, CPQ]
        - capability_id: SAL-02
          capability_name: Enterprise selling
          processes: [account planning, multi-stakeholder sales, negotiation]
          people_roles: [enterprise AE, sales engineer]
          technology: [CRM, proposal tools, contract management]

    - domain: Customer Success
      capabilities:
        - capability_id: CS-01
          capability_name: Retention and expansion
          processes: [health scoring, renewals, expansion plays]
          people_roles: [CSM, renewal manager]
          technology: [CS platform, CRM, product analytics]
        - capability_id: CS-02
          capability_name: Onboarding
          processes: [time-to-value planning, enablement, adoption]
          people_roles: [onboarding specialist, solutions lead]
          technology: [LMS, in-app guidance, knowledge base]

    - domain: Leadership
      capabilities:
        - capability_id: LDR-01
          capability_name: Org design and alignment
          processes: [decision rights, OKR alignment, comms cadence]
          people_roles: [COO/CEO, functional leaders]
          technology: [OKR tools, collaboration suites]
        - capability_id: LDR-02
          capability_name: Culture and performance
          processes: [performance reviews, engagement programs]
          people_roles: [people leader, HR partner]
          technology: [HRIS, survey tools]

    - domain: HR
      capabilities:
        - capability_id: HR-01
          capability_name: Talent acquisition
          processes: [hiring pipeline, interview process, onboarding]
          people_roles: [recruiter, hiring manager]
          technology: [ATS, HRIS]
        - capability_id: HR-02
          capability_name: Performance and rewards
          processes: [calibration, compensation reviews, development plans]
          people_roles: [HRBP, compensation analyst]
          technology: [HRIS, comp planning tools]

    - domain: PMO
      capabilities:
        - capability_id: PMO-01
          capability_name: Program governance
          processes: [portfolio intake, RAID, reporting cadence]
          people_roles: [PMO lead, program manager]
          technology: [project management tools, dashboards]
        - capability_id: PMO-02
          capability_name: Delivery coordination
          processes: [dependency tracking, milestone management]
          people_roles: [program manager, delivery lead]
          technology: [project management, workflow tools]

    - domain: Legal
      capabilities:
        - capability_id: LEG-01
          capability_name: Contract management
          processes: [review, redlines, approvals]
          people_roles: [legal counsel, contracts manager]
          technology: [CLM, e-signature]
        - capability_id: LEG-02
          capability_name: Compliance and risk
          processes: [policy management, audit readiness]
          people_roles: [compliance officer, legal ops]
          technology: [GRC tools, document management]

Capability matrix (scan view)

Domain	Capability ID	Capability	Processes	People	Technology
Strategy	STR-01	Strategic planning and portfolio	market sizing; option evaluation; portfolio reviews	strategy lead; business analyst	BI/analytics; market research tools
Strategy	STR-02	Competitive positioning	competitive analysis; differentiation; pricing strategy	strategy lead; product marketing partner	competitive intel; pricing tools
Finance	FIN-01	FP&A	budgeting; forecasting; variance review	FP&A analyst; finance manager	ERP; planning tools; BI
Finance	FIN-02	Cash and capital management	cash flow monitoring; runway analysis; capital allocation	finance director; controller	treasury tools; banking portals
Operations	OPS-01	Service delivery	SLA management; quality control; capacity planning	operations manager; service lead	ERP; workflow tools; ticketing
Operations	OPS-02	Process improvement	bottleneck analysis; SOPs; continuous improvement	ops excellence lead; process owner	process mining; workflow automation
Marketing	MKT-01	Demand generation	campaign planning; channel optimization; attribution	growth marketer; demand gen lead	marketing automation; analytics; ad platforms
Marketing	MKT-02	Brand and messaging	positioning; content strategy; asset production	brand manager; content lead	CMS; DAM; design tools
Sales	SAL-01	Revenue execution	pipeline management; forecasting; deal reviews	sales manager; account executive	CRM; sales engagement; CPQ
Sales	SAL-02	Enterprise selling	account planning; multi-stakeholder sales; negotiation	enterprise AE; sales engineer	CRM; proposal tools; contract management
Customer Success	CS-01	Retention and expansion	health scoring; renewals; expansion plays	CSM; renewal manager	CS platform; CRM; product analytics
Customer Success	CS-02	Onboarding	time-to-value planning; enablement; adoption	onboarding specialist; solutions lead	LMS; in-app guidance; knowledge base
Leadership	LDR-01	Org design and alignment	decision rights; OKR alignment; comms cadence	COO/CEO; functional leaders	OKR tools; collaboration suites
Leadership	LDR-02	Culture and performance	performance reviews; engagement programs	people leader; HR partner	HRIS; survey tools
HR	HR-01	Talent acquisition	hiring pipeline; interview process; onboarding	recruiter; hiring manager	ATS; HRIS
HR	HR-02	Performance and rewards	calibration; compensation reviews; development plans	HRBP; compensation analyst	HRIS; comp planning tools
PMO	PMO-01	Program governance	portfolio intake; RAID; reporting cadence	PMO lead; program manager	project management tools; dashboards
PMO	PMO-02	Delivery coordination	dependency tracking; milestone management	program manager; delivery lead	project management; workflow tools
Legal	LEG-01	Contract management	review; redlines; approvals	legal counsel; contracts manager	CLM; e-signature
Legal	LEG-02	Compliance and risk	policy management; audit readiness	compliance officer; legal ops	GRC tools; document management