Document Intelligence

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

Mode Detection

Signal	Mode	Confidence
"update", "revise", "modify" in input	UPDATE	100%
File path provided (`@path/to/theme.md`)	UPDATE	100%
Theme ID mentioned (`RT-2026-001`)	UPDATE	100%
"create", "new", "draft" in input	CREATE	100%
"find", "search", "list themes"	FIND	100%
"the theme", "the Growth theme"	UPDATE	85%
Just theme name	CREATE	60%

Threshold: ≥85% auto-proceed | 70-84% state assumption | <70% ask user

Mode Behaviors

CREATE: Generate complete new roadmap theme using template below.

UPDATE:

•Read existing theme (search if path not provided)
•Preserve unchanged sections exactly
•Add/modify initiatives, update metrics
•Show diff summary: "Updated: [sections]. Unchanged: [sections]."

FIND:

•Search paths below for roadmap themes
•Present results: theme name, ID, owner, path
•Ask: "Update one of these, or create new?"

Search Locations for Roadmap Themes

•roadmap/themes/
•roadmap/
•strategy/themes/
•planning/

Define a Roadmap Theme with initiatives and success criteria.

V2V Phase

Phase 3: Strategic Commitments - Themes organize roadmap commitments around strategic priorities.

Prerequisites: Strategic bets defined, roadmap structure established Outputs used by: Roadmap items, resource allocation, quarterly planning

Output Structure

markdown

# Roadmap Theme: [Theme Name]

**Theme ID**: RT-[YYYY]-[NNN]
**Owner**: [Role/Name]
**Timeframe**: [Quarters covered]
**Investment**: [% of capacity]

## Theme Overview

**Description**: [What this theme is about - 1-2 sentences]

**Strategic Rationale**: [Why this theme matters to the business]

**Customer Value**: [What value customers get from this theme]

## Strategic Alignment

**Supports Strategic Bet**: [Link to strategic bet]
**Company Goal**: [Which company goal this serves]

## Success Metrics

| Metric | Baseline | Target | Timeframe |
|--------|----------|--------|-----------|
| [Metric 1] | [Current] | [Target] | [When] |
| [Metric 2] | [Current] | [Target] | [When] |
| [Metric 3] | [Current] | [Target] | [When] |

## Initiatives

### Initiative 1: [Name]
**Description**: [Brief description]
**Priority**: P0 / P1 / P2
**Effort**: S / M / L / XL
**Owner**: [Name]
**Target Quarter**: [Quarter]
**Dependencies**: [Dependencies]
**Success Criteria**: [How we know it's done well]

### Initiative 2: [Name]
[Same structure]

### Initiative 3: [Name]
[Same structure]

## Quarterly Breakdown

| Quarter | Initiatives | Capacity | Key Deliverables |
|---------|-------------|----------|------------------|
| [Q1] | [Initiatives] | X% | [Deliverables] |
| [Q2] | [Initiatives] | X% | [Deliverables] |

## Dependencies

| Dependency | Type | Owner | Status | Risk |
|------------|------|-------|--------|------|
| [Dependency] | Internal/External | [Owner] | [Status] | High/Med/Low |

## Risks

| Risk | Probability | Impact | Mitigation |
|------|-------------|--------|------------|
| [Risk] | High/Med/Low | High/Med/Low | [Plan] |

## Resource Requirements

- **Team**: [Who's needed]
- **Skills**: [What skills required]
- **External**: [External resources needed]

Instructions

•Ask about strategic alignment if not clear
•Reference any roadmap or strategy documents via @file syntax
•Include clear success metrics per theme
•Break down into concrete initiatives
•Save in roadmap/ folder