| name | okhp3-elicitation-interviews |
| description | Plan and facilitate structured elicitation sessions using BABOK v3 interview and workshop techniques. Use this skill when you need to gather process knowledge from subject matter experts; when the user wants a question plan before an interview or workshop; when elicitation is incomplete and gaps need targeted follow-up; when they say "help me interview the process owner", "prepare questions for the workshop", or "what should I ask to fill in the missing steps". Produces a question plan and elicitation notes template. |
| license | MIT |
| homepage | https://github.com/overkillhill/mermaid-diagram-bpmn/tree/main/skills/elicitation-and-interview-facilitation |
| repository | https://github.com/overkillhill/mermaid-diagram-bpmn |
| metadata | {"bp_skill_version":"0.3.0","status":"core","version":"0.1.0","author":"OverKill Hill P³","project":"BP-SKILL: Business Process Agent Skill Suite","category":"process-analysis","standards_refs":["BABOK v3 §4 (Elicitation and Collaboration)","BABOK v3 §10.25 (Interviews)","BABOK v3 §10.50 (Workshops)","BABOK v3 §10.14 (Document Analysis)","BPM CBOK v4 §4.3 (Process Discovery Techniques)"],"produces":"question-plan.yaml, elicitation-notes.md","consumes":"pir.yaml, scope-statement.md","depends_on":["process-intake-and-scope"],"tags":"elicitation, interview-facilitation, question-plan, BABOK, workshop, subject-matter-expert, process-discovery","triggers":["prepare interview questions","help me run the workshop","question plan","what should I ask","elicitation session","interview the process owner","SME interview","workshop facilitation"]} |
Purpose
Generate a structured elicitation question plan and facilitate evidence-based process interviews using BABOK v3 §10.25 and §10.50 techniques. The plan targets known gaps in the PIR and provides sequenced, open-ended questions mapped to each PIR section.
When to use this skill
- PIR exists but has
completeness_score < 70 or open_questions that need targeted follow-up
- User needs to interview a subject matter expert and wants a prepared question set
- User is planning a process discovery workshop and needs a facilitator guide
- You need to fill elicitation gaps before proceeding to
process-narrative-authoring
When NOT to use this skill
- PIR is already complete (score ≥ 70, no open_questions) — proceed directly to
process-narrative-authoring
- User has no access to process owners — document the gap and proceed with assumptions flagged
- Do not fabricate answers from the question plan — only record what participants confirm
Question Plan Generation
scripts/generate-question-plan.mjs reads the PIR and generates targeted questions for each incomplete section.
Question categories
| PIR section | Question type | Sample opening |
|---|
trigger | Context | "What makes you realise the process needs to start today?" |
actors | Role | "Who else touches this beyond the people we've named?" |
inputs | Artefact | "What document or data do you need before you can begin?" |
outputs | Artefact | "What does the person receiving your output actually do with it?" |
steps | Sequence | "Walk me through what you do on a typical day this runs." |
business_rules | Constraint | "Is there a policy or procedure that forces you to do it this way?" |
exceptions | Edge case | "Tell me about the last time this went wrong. What happened?" |
systems | Tool | "Which systems do you open, update, or check during this process?" |
controls | Governance | "How do you know when the process has been done correctly?" |
Branching logic
- If
trigger.event_type is absent → lead with Stage 1 trigger questions
- If
actors has no approver → probe approval chain: "Who has the authority to stop or reject this?"
- If
exceptions is empty → probe with historical incident: "What was the hardest version of this you've dealt with?"
- If
business_rules is empty → probe obligation: "Are there any rules you must follow that an outsider wouldn't know?"
Facilitation Guidelines
- Open with context — read back the process name and one-sentence scope; confirm it is correct
- Use the question plan in order — complete highest-gap sections first
- Probe with "tell me more" — do not accept one-word answers for steps or rules
- Record verbatim — capture exact wording of rules and exceptions; paraphrase only for clarity
- Flag uncertainty — mark any answer prefaced with "I think" or "usually" as
confidence: low
- Close with open invitation — "Is there anything else you think I should know to document this correctly?"
- Write up within 24 hours — update the PIR before memory fades
Elicitation Notes Template
The elicitation-notes.md output contains:
- Session metadata (date, participants, facilitator, method)
- Answers mapped to PIR sections
- Verbatim quotes for business rules
- Confidence flags for uncertain answers
- Outstanding items that need follow-up
Handoff Instruction
After elicitation, update pir.yaml and re-run process-intake-and-scope scoring. When score ≥ 70, pass pir.yaml to stakeholder-and-role-mapping and then process-narrative-authoring.
References
Load on demand:
references/babok-elicitation-techniques.md — BABOK v3 §4, §10.14, §10.25, §10.50 technique summaries and question frameworks
Scripts
scripts/generate-question-plan.mjs — generates elicitation question plan from PIR scope and open_questions
Assets
assets/fixtures/question-plan-example.yaml — canonical question plan for purchase-approval intake
About
Built by Jamie Hill · OverKill Hill P³
Published at github.com/OKHP3
Part of the OKHP3/skillz Agent Skill library.
MIT License -- free to use, fork, and adapt. A nod to the source is appreciated.
