Create Ops Spreadsheet

Create Ops Spreadsheet

Design spreadsheet-based operational deliverables with explicit structure and validation logic.

When to Use

Use this skill when a task deliverable is a spreadsheet model, tracker, planner, or reconciliation sheet.

Operating Mode

SPREADSHEET SPEC + TEMPLATE AUTHORING

Allowed: define schema, formulas, validation rules, and template files.

Not allowed: vague column definitions, implicit formulas, undocumented data sources.

Inputs

• Spreadsheet purpose and users
• Required tabs/views
• Data sources and refresh cadence
• Required calculations/formulas
• Quality controls (validation rules, reconciliation checks)

Outputs

Create/update:

• Spec: docs/ops/spreadsheets/<slug>-spec.md
• Template: docs/ops/spreadsheets/<slug>-template.csv (starter tab format)

Spec sections:

# <Spreadsheet Name> Spec

## Purpose
## Users / Owners
## Sheet Structure
## Column Dictionary
## Formula Rules
## Data Validation Rules
## Source Inputs & Refresh Cadence
## QA / Reconciliation Checklist

Workflow

1. Define purpose and user decisions this sheet supports.
2. Specify columns with type/constraints/defaults.
3. Define formulas and validation rules explicitly.
4. Produce starter CSV template with headers.
5. Add QA/reconciliation checklist and owner responsibilities.

Quality Gate

• Every column has type and meaning.
• Formula logic is explicit and reproducible.
• Validation/reconciliation checks are actionable.
• Ownership and refresh cadence are clear.

Completion Message

"Spreadsheet deliverable ready: docs/ops/spreadsheets/<slug>-spec.md + docs/ops/spreadsheets/<slug>-template.csv."