Stakeholder Discovery Template
Purpose
This template guides the creation of project-specific stakeholder skills. Replace all [PLACEHOLDER] values with actual project information.
SKILL.md Frontmatter Template
--- name: [project]-[domain]-stakeholders description: Stakeholder context for [PROJECT_NAME] [DOMAIN] when discussing [USE_CASE_1], [USE_CASE_2], or [USE_CASE_3]. Auto-invoke when user mentions [PROJECT_TRIGGER], [DOMAIN_TRIGGER], or [TEAM_TRIGGER]. Do NOT load for general [DOMAIN] discussions unrelated to [PROJECT_NAME]. allowed-tools: [] version: 1.0.0 category: Stakeholders tags: [[project], [domain], [key-theme-1], [key-theme-2]] last-updated: [YYYY-MM-DD] ---
Description Engineering Guidance:
✅ DO include specific trigger terms:
- •Project name (exact capitalization users will mention)
- •Domain keywords (fintech, UX research, payment processing)
- •Team names users will reference
❌ DON'T use generic descriptions:
- •"Provides stakeholder information" (too broad)
- •"Use when discussing stakeholders" (will load too often)
- •No explicit project scope (will contaminate other projects)
Example Good Description:
Stakeholder context for Phoenix UX research project when discussing user testing, research synthesis, or design validation. Auto-invoke when user mentions Phoenix, UX research stakeholders, or design team collaboration. Do NOT load for general UX discussions unrelated to Phoenix.
Skill Content Structure Template
[TEAM_NAME] Team
Team Objectives
- •
[PRIMARY_OBJECTIVE_1](quantified if possible: >95% accuracy, <100ms latency) - •
[PRIMARY_OBJECTIVE_2] - •
[PRIMARY_OBJECTIVE_3]
Key Stakeholders
[ROLE_TITLE] (Use role, not individual name - NO PII)
- •Decision Authority:
[SPECIFIC_DECISIONS_THIS_ROLE_MAKES] - •Communication Preference:
[PREFERRED_CHANNELS_AND_STYLE]- •Examples: "Data-driven with A/B test results", "Formal written proposals", "Technical RFCs with diagrams"
- •Success Metrics:
[QUANTIFIABLE_METRICS_THIS_ROLE_CARES_ABOUT]- •Format: "[Metric name] [operator][value]" (e.g., "Fraud detection rate >95%")
- •Pain Points:
- •
[CURRENT_CHALLENGE_1](quantified if possible) - •
[CURRENT_CHALLENGE_2] - •
[CURRENT_CHALLENGE_3]
- •
Decision-Making Patterns
- •
[DECISION_TYPE]:[APPROVAL_PROCESS_AND_CRITERIA]- •Example: "Rule Changes: Requires statistical significance (p<0.05) with 2-week A/B test"
- •Review Cycle:
[FREQUENCY_AND_FORMAT]- •Example: "Weekly sprint reviews for non-critical updates"
- •Escalation Protocols:
[WHEN_AND_HOW_TO_ESCALATE]- •Example: "Emergency fraud spike triggers immediate team call"
- •Approval Chain:
[ROLE_1]→[ROLE_2]→[ROLE_3](for[DECISION_SCOPE])
Communication Channels (Optional)
- •Primary:
[SLACK_CHANNEL_OR_EMAIL_GROUP] - •Meetings:
[RECURRING_MEETING_SCHEDULE] - •Documentation:
[CONFLUENCE_WIKI_OR_DOC_LOCATION] - •Escalations:
[EMERGENCY_CONTACT_METHOD](NO personal phone numbers)
Validation Checklist
Before finalizing skill, verify:
Content Quality:
- • All
[PLACEHOLDERS]replaced with actual values - • Zero PII (no names, emails, phone numbers, personal identifiers)
- • Zero business-confidential metrics (use relative: ">95%" not "$5M revenue")
- • Quantified metrics where possible (not "high accuracy", say ">95%")
Description Engineering:
- • Description includes specific WHEN triggers (project name, domain keywords)
- • Description includes explicit WHEN NOT boundaries
- • Tested with positive queries (should load):
[LIST_TEST_QUERIES] - • Tested with negative queries (should NOT load):
[LIST_TEST_QUERIES]
Metadata & Tracking:
- • Ground truth source documented with date
- • Validation date included
- • Next review date specified (recommend quarterly)
- •
allowed-tools: []set (stakeholder skills are read-only reference) - • Category and tags aid discovery
Security & Scope:
- • File location matches scope (project skills in
.claude/skills/projects/[name]/) - • No personal preferences mixed with stakeholder context
- • Reviewed by at least one other team member (if team skill)
Usage Examples
Creating New Stakeholder Skill:
User: "Create a stakeholder skill for the Phoenix UX research team" Claude: [Loads this template skill, uses structure to create Phoenix-specific skill]
Finding Template for Reference:
User: "What's the standard format for stakeholder skills?" Claude: [Loads this template skill, shows structure and best practices]
Do NOT Use This Template For:
- •Actual stakeholder discussions (use project-specific skills instead)
- •Ground truth documentation (use ground-truth template)
- •Product context (use product skill template)
Template Source: Research report + eval committee consensus Template Version: 1.0.0 Last Updated: 2025-10-19 Validation: Ready for Week 1 PoC testing