succession-planning-memo
CommunityDraft a leadership succession memo in minutes.
Legal & Compliance#confidentiality#memo generation#family office#succession planning#leadership transition#artifact drafting#external publishing
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
It helps a family office produce a clear, leadership-ready succession planning memo that aligns roles, current holders, candidates, timelines, and contingency planning without manually organizing the interview details.
Core Features & Use Cases
- Succession memo generation: Converts a minimal set of advisor interview inputs into a structured leadership deliverable.
- Interview capture + traceability: Records all advisor answers in interview.json alongside the rendered memo for review and pipeline use.
- Execution-ready artifacting: Writes a skill-local artifact folder including artifact.md and manifest.json so downstream systems can render and route it.
- Optional governance integrations: Supports optional memory writes and publishing to external systems (e.g., DMS, task follow-ups, and email/calendar notifications) when configured.
Quick Start
Ask an AI to run succession-planning-memo to generate a succession planning memo for your principal and/or trustee transition, including the current holder, candidate successors, timeline, development plan, and contingency plan.
Dependency Matrix
Required Modules
requestspsycopg[binary]snowflake-connector-python
Components
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: succession-planning-memo Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#succession-planning-memo Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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