finance-metrics-quickref

pm-skills

financeClaude Codeby deanpeters

Summary

Look up SaaS finance metrics, formulas, and benchmarks fast.

Install to Claude Code

/plugin install finance-metrics-quickref@pm-skills

Run in Claude Code. Add the marketplace first with /plugin marketplace add deanpeters/Product-Manager-Skills if you haven't already.

README.md

<a id="pmskills"></a>

Product Manager Skills

!GitHub stars ![License: CC BY-NC-SA 4.0](LICENSE) ![PRs Welcome](CONTRIBUTING.md) ![Version](https://github.com/deanpeters/Product-Manager-Skills/releases/latest) ![Claude Code Plugin](https://code.claude.com/docs/en/plugin-marketplaces) !Skills

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║   52 battle-tested skills + 6 command workflows                    ║
║   Claude Code • Cursor • Codex  • n8n • OpenClaw • and more ...    ║
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║   v0.80 • June 19, 2026 • CC BY-NC-SA 4.0                          ║
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52 battle-tested PM frameworks, ready for Claude, Codex, ChatGPT, and any agent that can read structured knowledge.

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Why This Exists

Generic AI output is a PM's worst enemy. When you tell your agent "write a PRD" without shared context, you get a generic document that no stakeholder trusts and no engineer can act on.

This library gives both you and your AI agent the same professional foundation: the why behind each framework, the failure modes to avoid, and the judgment to apply them correctly. You stop repeating yourself. Your agent stops guessing. The work gets better.

The goal is dual — functional and pedagogic in equal measure. Skills equip agents to do PM work at a professional level, and they teach the human PM the reasoning behind each framework — so you can explain it, adapt it, and pass it on. Neither is a byproduct of the other.

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What You Can Get Done

Navigate by what you're actually trying to accomplish:

Framing and strategy

  • problem-framing-canvas — MITRE's Look Inward / Look Outward / Reframe sequence; stops teams from solving the wrong problem
  • positioning-statement — Geoffrey Moore's template for defining who you serve, what you solve, and how you're different
  • product-strategy-session — full strategy arc: positioning → problem framing → solution exploration → roadmap (2-4 weeks)

Stakeholder alignment

  • stakeholder-identification — map every stakeholder before engaging anyone: broad brainstorm → allies/audiences/influencers → R/P/D marking → equity lens → narrow to priority targets
  • stakeholder-mapping — run two complementary grids (Power × Interest for engagement strategy; Impact × Power for whose voice to elevate) and compare to find the gaps
  • stakeholder-engagement-advisor — per-stakeholder engagement planning: diagnoses their profile and context, then delivers tailored message framing, medium, cadence, and a named next action

Customer discovery and research

Prioritization and roadmapping

  • prioritization-advisor — asks 3-5 questions about your context, then recommends RICE, ICE, Kano, or the right alternative
  • epic-breakdown-advisor — splits large epics using Richard Lawrence's 9 patterns
  • roadmap-planning — gather inputs → define epics → prioritize → sequence → communicate (1-2 weeks)

Writing PM deliverables

  • user-story — Mike Cohn format + Gherkin acceptance criteria, with anti-patterns
  • prd-development — structured PRD: problem → personas → solution → metrics → stories (2-4 days)
  • press-release — Amazon Working Backwards: clarify product vision before writing a line of spec

Validation and experimentation

  • pol-probe-advisor — recommends which prototype type to run based on your hypothesis and risk level
  • pol-probe — template for documenting lightweight validation experiments before building

Finance and growth

  • business-health-diagnostic — diagnoses SaaS health across growth, retention, efficiency, and capital using your real metrics
  • organic-growth-advisor — McKinsey Growth Pyramid triage: diagnoses whether your constraint is in new segments, geographies, channels, or products
  • feature-investment-advisor — build / don't build recommendation using revenue impact, cost, ROI, and strategic value

Career and leadership transitions

AI product work

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Get Started

Choose your setup:

| I use... | Get this | Notes | |---|---|---| | Claude Desktop or Claude Web | pm-skills-starter-pack.zip | Unzip, then upload the individual skill ZIPs to Claude Skills | | Claude Code | Plugin marketplace | claude /plugin marketplace add deanpeters/Product-Manager-Skills | | Codex | pm-skills-codex.zip | Installs .agents/skills and AGENTS.md | | Not sure | pm-skills-starter-pack.zip | Start here |

All downloads: GitHub Releases

Themed packs for Claude Desktop / Web

Each pack below is a ZIP of upload-ready skill ZIPs — unzip, then upload individuals to Claude Skills:

| Pack | Download | What's inside | |---|---|---| | Starter | pm-skills-starter-pack.zip | Core skills across all categories | | Discovery | 02-discovery-pack.zip | Research, interviewing, synthesis | | Strategy | 03-strategy-pack.zip | Positioning, roadmapping, prioritization | | Delivery | 04-delivery-pack.zip | PRDs, stories, epics | | AI PM | 05-ai-pm-pack.zip | Context engineering, orchestration, readiness | | All skills | 99-all-skills-pack.zip | All 49 skills |

Install guides

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Try It First — Streamlit (beta)

Not ready to wire skills into your agent setup? Run the local playground first and kick the tires in your browser.

pip install -r app/requirements.txt
streamlit run app/main.py

What you can do:

  • Learn — browse setup and integration paths without leaving the app
  • Find My Skill — describe your situation in plain English and get recommended skills
  • Run Skills — run a skill with your own scenario once you know what you want

Multi-provider support: Anthropic, OpenAI, Ollama. API keys via environment variables only (no in-app key entry).

Docs: app/STREAMLIT_INTERFACE.md · app/.env.example

Feedback welcome via GitHub Issues or LinkedIn.

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52 Skills, 3 Types

Skills are organized in three tiers that build on each other:

┌────────────────────────────────────────────────────────┐
│  WORKFLOW SKILLS (6)                                   │
│  Complete end-to-end PM processes (days to weeks)      │
│  Example: run a full discovery cycle or write a PRD    │
└────────────────────────────────────────────────────────┘
                       ↓ orchestrates
┌────────────────────────────────────────────────────────┐
│  INTERACTIVE SKILLS (23)                               │
│  Guided discovery — 3-5 questions, then recommendations│
│  Example: "Which prioritization framework fits here?"  │
└────────────────────────────────────────────────────────┘
                       ↓ uses
┌────────────────────────────────────────────────────────┐
│  COMPONENT SKILLS (23)                                 │
│  Templates for specific PM deliverables (30-90 min)    │
│  Example: write a user story with acceptance criteria  │
└────────────────────────────────────────────────────────┘

Interactive skills use an Adaptive Decision Ladder. Instead of dumping a framework at you, an interactive skill asks 3-5 targeted questions about your specific context, then offers numbered recommendations — each with a clear "use this when" rationale. You pick a path. The skill executes it and explains the why as it goes. If you want to just learn the framework without doing the work, you can ask that too — the skill coaches you either way. This is ABC — Always Be Coaching — in practice.

Full catalog: catalog/INDEX.md — all 49 skills with descriptions, or browse skills/ directly.

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How a Skill File Works

Every SKILL.md follows the same structure:

| Section | What it contains | |---|---| | Frontmatter | name, description, type, intent, best_for, scenarios | | Purpose | What this skill does and when to reach for it | | Key Concepts | Frameworks, definitions, anti-patterns — with vocabulary explained | | Application | Step-by-step instructions an agent (or human) can follow | | Examples | Real-world cases showing both good and bad versions | | Common Pitfalls | Named failure modes with consequences and corrections | | References | Related skills and external frameworks |

The best_for frontmatter field lists 3-5 specific scenarios where the skill is most useful — helpful for quickly scanning whether a skill fits your situation.

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Works With

Claude Code · Claude Desktop · Claude Web · OpenAI Codex · ChatGPT · Cursor · Windsurf · n8n · LangFlow · CrewAI · Gemini · any agent that reads structured markdown

See docs/Platform Guides for PMs.md for platform-specific setup.

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Docs

| Document | Purpose | |---|---| | Using PM Skills 101 | Beginner-friendly orientation — setup without technical overload | | Platform Guides for PMs | Tool-by-tool setup chooser for every supported platform | | Using PM Skills with Claude | Claude Code + GitHub ZIP upload for Claude Desktop/Web | | Using PM Skills with Codex | Local workspace + GitHub-connected Codex on ChatGPT | | Using PM Skills with ChatGPT | GitHub app, Custom GPT Knowledge, and Project-based usage | | Using PM Skills with Slash Commands 101 | Turn skills into reusable slash commands like /pm-story | | Add-a-Skill Utility Guide | End-to-end guide for generating and validating new skills | | Building PM Skills | How raw PM content gets distilled into agent-ready skills | | START_HERE.md | 60-second onboarding for local repo users |

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What's New

v0.80 — June 19, 2026

  • Added stakeholder-identification (Component) — comprehensive stakeholder brainstorm using allies/audiences/influencers, R/P/D marking, equity lens, and bias check; narrows to priority targets
  • Added stakeholder-mapping (Component) — two complementary grids (Power × Interest + Impact × Power); comparing outputs reveals who you're under-engaging relative to how much the product affects them
  • Added stakeholder-engagement-advisor (Interactive) — per-stakeholder engagement planning via Adaptive Decision Ladder: three questions on profile, power/impact, and context deliver tailored message framing, medium, cadence, and a named next action

All three adapted from the MITRE Innovation Toolkit via the companion repo MITRE ITK Skills — worth a bookmark if you work in discovery, facilitation, or cross-functional product strategy.

v0.79 — May 15, 2026

  • Added organic-growth-advisor — McKinsey Growth Pyramid triage for new segments, geographies, channels, or products
  • Added pm-skill-creator — interactive skill for designing repo-compliant skills via guided conversation
  • Fixed missing .claude-plugin/plugin.json that silently blocked Claude Code skill discovery
  • Added configurable input length guard (PM_MAX_INPUT) and path traversal protection to helper scripts

v0.78 — April 26, 2026

  • Added one-command release packaging: ./scripts/build-release.sh
  • Added themed ZIP packs for Claude Desktop/Web (starter, discovery, strategy, delivery, AI PM, all-skills)
  • Added Codex ZIP with .agents/skills and AGENTS.md
  • Added GitHub Actions to build and publish release artifacts on v* tags

Full changelog

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Contributing

Found a gap? Have a PM framework worth formalizing? The bar is pedagogic — skills must teach the why, not just the how.

See CONTRIBUTING.md for guidelines, or open an issue to start a conversation.

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License

CC BY-NC-SA 4.0 — non-commercial use with share-alike.

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Questions

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