plugins/utopia-studio-cobuild-onboarding/skills/workshop-facilitation/SKILL.md
Facilitate workshop sessions in a one-step, multi-turn flow. Use when an interactive skill needs consistent pacing, options, and progress tracking.
npx skillsauth add The-Utopia-Studio/skills workshop-facilitationInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Provide the canonical facilitation pattern for interactive skills: one step at a time, with clear progress, adaptive recommendations at decision points, and predictable interruption handling.
Guided, Context dump, or Best guess mode.Context Qx/8 and Scoring Qx/5.Other (specify) when useful.#1, 1, 1 and 3, 1,3, or custom text, then synthesize multi-select choices.1 Guided mode (one question at a time)2 Context dump (paste known context; skip redundancies)3 Best guess mode (infer missing details and label assumptions)Context Qx/8 during context collectionScoring Qx/5 during assessment/scoringOther (specify) if likely answers are open-ended.1,3 or 1 and 3.Assumptions to Validate list.Opening: "Quick heads-up: this should take about 7-10 minutes and around 10 questions. How do you want to start?
User: "2"
Facilitator: "Paste what you already know. I’ll skip answered areas and ask only what’s missing."
Decision point after synthesis:
User: "1 and 3"
Facilitator: "Great. We’ll run Context Design first, with Team-AI Facilitation in parallel."
skills/*-workshop/SKILL.md and advisor-style interactive skills.development
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.
development
Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this forward", "swap in the new earnings", "change all the $485M to $512M", or any request to swap figures across an existing deck without rebuilding it.
development
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.
tools
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.