name:
- claude_code
stale_data: |
<What might drift. E.g., benchmark ranges, staffing ratios, policy references.>
applies_to:
segment: [middle_market] # default; add affordable/luxury when overlays diverge
form_factor: [] # empty = all supported
lifecycle: [stabilized] # default; packs that apply across stages list all
management_mode: [self_managed, third_party_managed]
role: [
] output_types: [memo, kpi_review, checklist, email_draft, operating_review] decision_severity_max: action_requires_approval references: reads: - reference/normalized/... writes: [] metrics_used:
escalation_paths: - kind:
to: approvals_required: description: | One paragraph: what the role does and when it triggers.
Role mission
One paragraph.
Core responsibilities
Daily
- ...
Weekly
- ...
Monthly
- ...
Quarterly
- ...
Primary KPIs
Cite by canonical slug. Target bands pulled from reference/derived/role_kpi_targets.csv.
| Metric | Default target band | Source |
|---|---|---|
physical_occupancy |
(overlay-provided) | reference/derived/role_kpi_targets.csv |
Decision rights
Explicit list of what the role decides autonomously, what routes up, what requires approval.
Inputs consumed
Document types, systems, references.
Outputs produced
Templates, memos, reviews, emails.
Cross-functional handoffs
Who the role hands off to, in what artifacts.
Escalation paths
For each escalation kind (legal, safety, fair_housing, financial_threshold, policy_exception), the next step.
Approval thresholds
Point to _core/approval_matrix.md and the org overlay.
Typical failure modes
5–10 common ways this role gets wrong.
Skill dependencies
Workflow packs this role invokes.
Templates used
Paths.
Reference files used
Paths.
Example invocations
Three short prompts that should trigger this pack.
Example outputs
One or two worked examples (input → output).