Generate Questionnaire

Skill: generate-questionnaire

Generates structured questionnaires for IT project management. Two types: (1) client questionnaire — collects initial requirements at project start; (2) team questionnaire — collects lessons learned at project closure. Also structures received answers for downstream skills.

Triggers

Russian: «сформируй опросник», «подготовь опросник для заказчика», «создай бриф заказчику», «подготовь анкету по урокам», «структурируй ответы заказчика», «нужен опросник», «подготовь вопросы для заказчика» English: "generate questionnaire", "create client brief", "prepare lessons questionnaire", "structure stakeholder answers", "build client brief", "prepare project brief"

Language Detection

Determine the language of the user's request:

• If the request is in Russian → use templates with the -ru suffix
• Otherwise → use templates with the -en suffix
• All output (headings, labels, agent messages) must match the detected language.

Input

If the type is not explicitly specified — determine from the project phase (from CLAUDE.md):

• Phase 1 (initiation) → client
• Phase 6 (closure) → lessons
• Otherwise → ask one clarifying question:

Please clarify what you need:
A) Create a client questionnaire (Phase 1 — Initiation)
B) Create a team lessons-learned questionnaire (Phase 6 — Closure)
C) Structure received client answers
D) Structure received team answers

Output

Instructions

Step 1 — Determine Mode and Type

Check the request type first:

• If the request contains "evaluate", "analyze", "is it worth doing", "give a recommendation on the project" → this is an analysis request outside the skill's scope. Respond: "This skill structures questionnaire data but does not analyze answers or assess project viability. I can structure the answers and pass them to generate-charter, where the agent will flag ambiguities. Continue?" Wait for confirmation. Do not proceed until confirmed.

Determine the mode:

• Command to generate / prepare / create a questionnaire → generate mode
• Received answers ready to be structured → structure mode

If the mode is unclear — ask the clarifying question (see template above).

Step 2 — generate Mode: Create Questionnaire

1. Determine language.
2. Read the template:
   • client → questionnaire-client-{lang}.md
   • lessons → questionnaire-lessons-{lang}.md
3. Fill in metadata placeholders:

4. Save the file according to the Output table. 4a. If type is lessons and only 1 recipient is specified — append to the confirmation message: "1 recipient specified. If you need to add more — let me know before sending."
5. Show in chat:
   • What was created: "Questionnaire saved as [filename] in [path]."
   • Next step: "Prepare an email draft for sending?"
6. After confirmation — proceed to Step 3.
7. Log to logs/log.md: date, skill, created file, recipient.

Step 3 — Prepare Email and Call send-email

Determine parameters by type:

Autonomy levels:

• Level 2 — agent sends the email; PM added to CC automatically.
• Level 3 — agent shows email draft; waits for human confirmation before sending.

Call send-email:

send-email(
  type          = "questionnaire-[client|lessons]",
  recipients    = [list of recipients with email],
  template      = [path to email template],
  attachment    = [path to questionnaire file],
  attach_format = [.docx | .md],
  level         = [3 | 2]
)

Stub: send-email is not yet implemented. Until it is — display an email draft based on the email template and offer to send manually via Gmail.

Step 4 — structure Mode: Structure Answers

1. Receive answers from chat or an attached file.
2. Determine the answer type:
   • Answers about project goals, scope, constraints → client type
   • Answers about lessons learned and retrospective → lessons type
3. Structure by blocks matching the corresponding questionnaire template.
4. Flag unanswered and ambiguous questions.
5. Show in chat:
   • Structured data by block
   • List of unanswered / ambiguous items (if any)
   • Recommendation: "Pass data to [generate-charter | generate-closure-report]?"
6. On confirmation — offer to launch the downstream skill.

Dependencies

Reads:

• CLAUDE.md of the managed project — project name, PM, contacts
• Templates from templates/: questionnaires (4 files) + email templates (4 files)

Passes data to:

• generate-charter — after structuring client answers (phase 1)
• generate-closure-report — after structuring lessons answers (phase 6)

Calls:

• send-email — delivery module (stub until implemented)

Constraints

• Questionnaire template is fixed — questions are not generated dynamically by project type
• Does not analyze answers or assess project viability
• Does not send email directly — calls send-email
• Does not create the project charter or close the project — only passes data downstream
• Handles one project per invocation

Changelog