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terraleiloa
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family-board-development-plan

Generate a family board development plan with skills-matrix roadmap from advisor inputs.

2|Updated Feb 25, 2026
Search Tags:#family office#skills matrix#recruitment planning#board development#governance education#evaluation cadence
One-click install
npx skills add https://github.com/terraleiloa/seren-skills --skill family-board-development-plan
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: family-board-development-plan
Source: https://github.com/terraleiloa/seren-skills/tree/main/family-office/family-board-development-plan
Command: npx skills add https://github.com/terraleiloa/seren-skills --skill family-board-development-plan

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, psycopg[binary], snowflake-connector-python, and includes scripts (resource) components.

What problem does it solve?

A family enterprise needs a clear, proactive plan for building the right board capabilities over time, but the process is often fragmented across recruitment, education, evaluation, and skills-matrix planning.

Core Features & Use Cases

  • Board development plan output: Produces a consolidated board development plan covering skills matrix gaps, recruitment targets, education plan, and evaluation cadence.
  • Personalized interview capture: Collects minimum-viable advisor inputs (current board members, skills matrix gaps, recruitment targets, education plan, evaluation cadence) into a structured interview.json.
  • Action-ready deliverable: Writes artifact.md plus interview.json and manifest.json to a timestamped artifacts directory, and optionally supports memory writes and external-sink pushes (e.g., SharePoint, Asana, Snowflake, Outlook/Gmail, Google Calendar) based on config and environment.

Quick Start

Use the family-board-development-plan skill to generate a Family Board Development Plan from your board members, skills gaps, recruitment targets, education plan, and evaluation cadence.

Frequently Asked Questions about family-board-development-plan

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create a family office board development plan from advisor inputs?▼

A family office board development plan transforms advisor inputs into a structured skills-matrix roadmap covering recruitment targets, education programming, and evaluation cadence. It consolidates current board member data and identified skills gaps into an actionable capability-building plan.

What inputs do I need for board capability planning and skills matrix gap analysis?▼

Board capability planning requires minimum-viable advisor inputs including current board members, skills matrix gaps, recruitment targets, education plans, and evaluation cadence. These inputs are captured into a structured interview format to validate required fields before generating the development plan.

Can I persist board development plans to external sinks like Snowflake or SharePoint?▼

Board development plans can optionally persist memories and publish to configured external sinks including Snowflake, SharePoint, Asana, Outlook, Gmail, and Google Calendar using environment-based credentials for automated distribution and storage.

What deliverables does a family board development plan generate?▼

A family board development plan generates an artifact.md containing the consolidated plan, a structured interview.json with validated advisor inputs, and a manifest.json, all written to a timestamped artifacts directory for traceability and downstream integration.

Does this board development skill require database connectors like psycopg or snowflake-connector-python?▼

The board development skill depends on requests, psycopg, and snowflake-connector-python to support optional memory persistence and external-sink pushes to configured databases using environment-based credentials during plan generation.

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