okhp3-process-intake-and-scope

name	okhp3-process-intake-and-scope
description	Conduct structured process intake and scope definition using BABOK v3 elicitation techniques. Use this skill when the user wants to document a business process from scratch; when they describe a workflow, procedure, or set of steps and need it structured; when they ask to scope a process, define process boundaries, or capture business rules; when they say "help me document this process", "let's scope out this workflow", or "what are the inputs and outputs"; when you need a Process Intake Record (PIR) as input for downstream narrative, modeling, or SOP skills.
license	MIT
homepage	https://github.com/overkillhill/mermaid-diagram-bpmn/tree/main/skills/process-intake-and-scope
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 §10.14 (Document Analysis)","BABOK v3 §10.25 (Interviews)","BPM CBOK v4 §4 (Process Modelling)","ISO 9001:2015 §4.4 (Quality Management System and its processes)"],"consumes":"request-brief.md, organization-profile.md, process-taxonomy.md (optional)","produces":"pir.yaml, scope-statement.md","depends_on":[],"tags":"process-intake, scope-definition, elicitation, BABOK, PIR, business-analysis, intake, process-boundary","triggers":["document this process","help me scope this workflow","capture the process steps","process intake","define process boundaries","what are the inputs and outputs","map this business process","process discovery","elicit requirements"]}

Purpose

This skill guides structured process intake and scope definition using BABOK v3-aligned elicitation techniques. It produces:

1. Process Intake Record (PIR) — structured YAML with trigger, actors, inputs, outputs, steps, exceptions, business rules, systems, and controls
2. Scope Statement — concise prose defining process boundaries, exclusions, and success criteria

The PIR is the foundational input consumed by every downstream skill in the BP-SKILL suite.

---

When to use this skill

• User wants to document a process they describe in natural language, bullet points, or prose
• User says "help me scope this," "let's map this process," or "define the boundaries"
• You need a structured PIR before calling stakeholder-and-role-mapping or process-narrative-authoring
• User wants to capture business rules, exception paths, or system touchpoints for a workflow

When NOT to use this skill

• A validated PIR with ready_for_narrative: true already exists — proceed to process-narrative-authoring
• User wants a diagram without prior discovery — use visual-process-modeling with their description
• Do not invent process details the user has not provided — record gaps as open_questions

---

Intake Workflow

Execute the following stages in order. Conduct a natural conversation — do not present these as a checklist. Load references/pir-schema.md for full field reference.

Stage 0 — Orientation

Ask: "Before we start, can you give me one sentence: what does this process produce or accomplish?"

Record as process_name. If vague, probe: "Who benefits when this process runs correctly? What do they get?"

Stage 1 — Trigger

Ask: "What causes this process to start — a person doing something, a scheduled date, an incoming message, or a system event?"

Classify trigger.event_type:

• Person acts → manual
• Date/frequency → scheduled
• Message/request/email → message
• System condition → system

Stage 2 — Actors

Ask: "Who is involved — who does work, makes decisions, or needs to know the outcome?"

Classify each actor: initiator | performer | approver | reviewer | notified | system.

Minimum: at least one initiator and one performer or approver.

Stage 3 — Inputs and Outputs

Ask: "What does this process need to begin?" and "What does it produce when complete?"

Capture name, source/consumer, and format for each.

Stage 4 — Scope Boundaries

Ask: "What is explicitly outside the scope of this process? Where does it hand off?"

Record out-of-scope items in scope_statement.exclusions.

Stage 5 — Steps (Happy Path)

Ask: "Walk me through what happens, step by step."

After the happy path, probe for: notification steps, logging steps, waiting/pause steps.

Stage 6 — Business Rules and Decision Points

For each decision: "Who makes this? What are the outcomes? Is there a policy or rule that governs it?"

Classify rule source: policy | regulation | contract | practice.

Stage 7 — Exception Paths

Ask: "What can go wrong? What happens when it does?"

Stage 8 — Systems and Controls

Ask: "Which systems or tools are used?" and "Are there any checkpoints, approvals, or audits built in?"

Stage 9 — Open Questions

Record all unresolved gaps as open_questions — do not assume answers.

---

PIR Completeness Scoring

scripts/score-intake-completeness.mjs returns a 0–100 weighted score.

Section	Points
process_name	5
elicitation_method	5
trigger (both fields)	10
actors (≥2, initiator + performer/approver)	15
inputs (≥1 valid entry)	10
outputs (≥1 valid entry)	10
steps (≥3 valid entries)	15
exceptions (≥1 valid entry)	10
business_rules (≥1 valid entry)	10
systems (≥1 valid entry)	5
controls (≥1 valid entry)	5
Total	100

Handoff threshold: score ≥ 70 → ready_for_narrative: true

---

Output Format

1. Produce pir.yaml using assets/fixtures/intake-purchase-approval.yaml as the schema reference
2. Run scripts/score-intake-completeness.mjs to compute completeness_score and ready_for_narrative
3. Produce scope-statement.md summarising process name, trigger, boundary, exclusions, and success criteria

---

Handoff Instruction

When ready_for_narrative: true:

• Pass pir.yaml to stakeholder-and-role-mapping to derive the stakeholder register
• Then pass pir.yaml + stakeholder-register.yaml to process-narrative-authoring

When ready_for_narrative: false, report missing sections and ask targeted follow-up questions.

---

References

Load on demand:

• references/pir-schema.md — complete field reference for PIR YAML

Scripts

• scripts/generate-pir.mjs — scaffolds a blank PIR YAML from a brief process description
• scripts/validate-pir.mjs — schema completeness and type validation
• scripts/score-intake-completeness.mjs — 0–100 weighted completeness score

Assets

• assets/fixtures/intake-purchase-approval.yaml — canonical PIR fixture (purchase approval)

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.