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Structure presentations, pitch decks, and internal slide decks from rough ideas into clear outlines with slide-by-slide content guidance, key messages, and data callouts. Use when the work is organizing thoughts into a presentation structure. Do not use for visual design, slide layout, or graphic creation.

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Condense long reports, documents, or data exports into structured summaries with key findings, implications, and recommended actions. Use when the work is distilling dense content for busy readers. Do not use for original analysis, strategy formulation, or when the source material needs expert interpretation beyond summarization.

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Conduct structured root cause analysis using Ishikawa (Fishbone), 5 Whys, and Pareto methods. Suitable for production incidents, quality defects, customer complaints, and recurring operational problems. Use when problems recur or when initial fixes do not resolve the issue. Do not use for one-time, obvious fixes or strategic decision-making.

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Facilitate monthly S&OP or integrated business planning cycles by aligning demand, supply, inventory, capacity, and executive decisions with a standard meeting rhythm and decision log. Use when operations teams need a demand review, supply review, pre-S&OP reconciliation, or executive S&OP pack. Do not use for single-SKU replenishment math only.

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Facilitate and document Sprint Retrospectives per Scrum Guide 2020. Choose format by team maturity, structure the session, capture action items, and track improvement across sprints. Use after every sprint. Do not use for individual performance reviews, blame sessions, or annual assessments.

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Translate strategy into a balanced scorecard, strategy map, OKR bridge, and executive initiative portfolio with clear measures, targets, and owners. Use when leadership needs strategic alignment, portfolio prioritization, or a management dashboard tied to outcomes. Do not use for ad-hoc brainstorming with no strategic horizon.

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Evaluate and tier suppliers using a weighted scorecard per SCOR DS Supplier Management practices. Score Quality, Delivery, Cost, Responsiveness, and Sustainability. Classify suppliers as Strategic, Preferred, Approved, or Conditional. Use during vendor reviews or procurement decisions.

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Evaluate and phase MCP adoption with a bias toward the smallest set of integrations that materially improve engineering work.

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Write and cascade OKRs (Objectives and Key Results) for company, department, team, or project level. Ensure objectives are inspiring and key results are measurable outcomes. Includes weekly check-in template. Use at the start of each quarter or when aligning strategy to execution. Do not use for KPI performance reviews or daily task tracking.

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Create structured employee onboarding plans using the 30-60-90 day framework aligned with SHRM best practices. Cover pre-boarding, Day 1, Week 1, and monthly milestones with task owners, success criteria, and buddy assignments. Use when hiring new employees or revamping the onboarding process.

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Build and maintain a Stakeholder Register per PMBOK 8 Stakeholder Performance Domain. Identify stakeholders, analyze using Power/Interest grid, plan engagement strategies, and define communication cadence. Use at project initiation and whenever stakeholder landscape changes.

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Reference implementation of a v2 CodexKit skill. Copy this folder as a starting point for new skills. Demonstrates all 10 required sections, 4C verification, and the tier-2 folder structure.

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Facilitate sprint planning by organizing backlog items, estimating effort, balancing capacity, identifying dependencies, and producing a sprint commitment summary. Use when teams need structured sprint planning output. Do not use for strategic roadmap planning, annual budgeting, or product vision work.

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Create practical role-specific onboarding checklists with owners, timing, access needs, and first-week milestones. Use for new hire, contractor, client, or team onboarding.

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Assess organizational training needs using ADDIE methodology and Kirkpatrick's 4-Level evaluation framework. Maps performance gaps to learning objectives using Bloom's taxonomy. Use when planning L&D budgets, designing training programs, or evaluating training effectiveness.

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Build and maintain a project Risk Register per PMBOK 8 Risk Performance Domain. Identify risks, assess probability and impact, define response strategies, and track residual risk. Use throughout the project lifecycle — not just at planning. Do not use for operational incident response or security vulnerability scanning.

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Package interview loops, schedules, feedback follow-ups, and candidate next steps for recruiting operations. Use when the work is routine hiring coordination and recap packaging. Do not use for final hiring decisions, compensation judgment, or sensitive people-policy advice.

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Turn raw budget-versus-actual data into plain-language explanations for non-finance managers. Focus on why numbers moved, what it means for the team, and what action to take — without requiring accounting knowledge. Use when managers need to understand their cost center performance. Do not use for technical accounting analysis, tax preparation, or external audit deliverables.

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Draft concise follow-up messages, nudges, reminders, and recap emails from open decisions, stale requests, or recent meetings. Use when the work is repetitive business writing with known context. Do not use for sensitive legal language, high-stakes negotiation, or board-level communication without review.

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Write agency-standard creative briefs for marketing campaigns. Structure Background, Objective (SMART), Target Audience persona, Key Message, Mandatories, KPIs, Timeline, and Budget Allocation. Use when briefing agencies, creative teams, or internal marketing on a new campaign.

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Triage email, Slack, ticket, or shared request backlogs into priority buckets, owners, and next actions. Use when the work is repetitive queue handling, intake cleanup, or response sorting. Do not use for strategic decisions, policy interpretation, or substantive contract review.

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Prepare customer or executive business reviews with outcome tracking, adoption health, ROI narrative, risks, commitments, and next-quarter plan using customer success and CX frameworks. Use when teams need QBRs, success plans, churn-risk conversations, or executive account reviews. Do not use for generic slide beautification or cold outreach prospecting.

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Standardize incoming legal or commercial contract requests into request type, missing information, priority, and review queue. Use when the work is intake routing and request cleanup. Do not use for clause interpretation, negotiation strategy, or legal advice on the agreement itself.

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Build change management plans using ADKAR and Kotter's 8-Step framework. Covers stakeholder readiness, communication plans, training schedules, resistance management, and adoption metrics. Use when rolling out new systems, reorganizations, or process changes that affect people.

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