Pm os setup
Skill manansuneja/skills/skills/product-management/pm-os-setup
Practical agent skills for repeatable workflows and durable product or business context.
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Builds and personalizes a PM workspace that gives an agent lasting product context. It organizes vision, users, meetings, decisions, outcomes, and PRDs as indexed files; adds a Chief PM and reusable product practices; and grows with the product. Use when a PM asks for a PM OS, product workspace, product memory system, or invokes pm-os-setup. Not for application code or unrelated scaffolding.
SKILL.md
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PM OS Setup
Overview
Set up a Product Management operating system: a plain-Markdown workspace where product context
compounds instead of disappearing into chat. The PM talks to one Chief PM that routes work to
specialists. Every content folder has an INDEX.md, and durable decisions, evidence, requirements,
and outcomes remain easy for people and future agents to find.
Keep the operating machinery reusable, but fit the working surface to the product's stage, the PM's scope, current priorities, users, decision cadence, and recurring outputs. Personalization models the product lifecycle and PM responsibilities, then keeps what matters, adds what is missing, and removes generated clutter.
For tailored setup, read references/product-profiles.md. Treat its profiles as suggestion pools, not folder bundles. Explicit requirements decide immediate scope; product and PM context provide vocabulary and high-confidence additions.
What Gets Created
INDEX.md agents/pm-chief.md
START_HERE.md agents/sub-agents/...
AGENTS.md _workspace_setup_docs/skills/apply-pmos-struct.md
CLAUDE.md _workspace_setup_docs/skills/manage-workspace-skills.md
.cursor/rules/pm-os.mdc _workspace_setup_docs/personalization/...
product-practices/
skills/ summarize-notes.md brainstorm.md ...
templates/ meeting-summary.md outcome.md decision.md PRD templates ...
references/
product-docs/
product-vision.md meetings/ outcomes/ decisions/ prds/
Every PM OS content folder also gets an INDEX.md.
Setup Workflow
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Ask one short intake. Collect the product/project and workspace name, what is being built and for whom, current product stage and near-term outcome, the PM's active responsibilities and recurring work, existing context or preferences, and whether the current folder should become the workspace (the default) or a new folder should be created.
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Choose the workspace root. Default to the current directory and rename it in place later rather than nesting a new folder inside it. A folder containing
.git/,README.md, or a few starter files can still be intentional. Create<project-slug>-workspace/only when the current directory is genuinely broad or unsafe, such as a home folder, Downloads, Desktop, a repository collection, or a folder with unrelated project material. -
Guard against clobbering. Never overwrite an existing workspace or unrelated project files. Treat
AGENTS.md,INDEX.md,agents/,_workspace_setup_docs/,product-practices/, andproduct-docs/as current markers. Also recognize legacy top-levelproduct-skills/. If markers exist, ask whether the user wants an update or migration instead of scaffolding over them. -
Run the scaffold helper. Prefer the bundled script over writing files manually.
macOS/Linux:
"<skill-root>/scripts/scaffold-pm-os.sh" --project-name "<project name>" --target-path "." --use-current-folder "<skill-root>/scripts/scaffold-pm-os.sh" --project-name "<project name>" --target-path "." --create-folderWindows PowerShell:
& "<skill-root>\scripts\scaffold-pm-os.ps1" -ProjectName "<project name>" -TargetPath "." -UseCurrentFolder & "<skill-root>\scripts\scaffold-pm-os.ps1" -ProjectName "<project name>" -TargetPath "." -CreateFolderDo not repeatedly try unavailable shells. On macOS/Linux, call
pwshonly when the shell helper is unavailable andcommand -v pwshsucceeds. -
Use a manual fallback only when scripts are unavailable. Copy the contents of
assets/pm-os-workspace/into the chosen root, not the template folder itself. Fill{{PROJECT_NAME}}and{{DATE}}outside_workspace_setup_docs/personalization/; keep tokens in that one-time guide so it remains reusable. -
Apply product-context tailoring. Follow
references/product-profiles.md. Model the users, product surfaces, lifecycle/stage, active bets, evidence, decisions, recurring artifacts, stakeholders, and things worth tracking. Turn that model into a focused mix of folders, subfolders, trackers, templates, skills, and specialists. Begin with product vision, meetings, outcomes, decisions, PRDs, and the small PM skill core—summarizing, brainstorming, synthesizing outcomes, documenting product context, and writing PRDs. Add, adapt, or remove the rest in lockstep with actual scope. Less is more. Update indexes and Chief PM routing. -
Show the result with a human-first map. Point the user to:
START_HERE.md— the human welcome guide.product-docs/— the primary product working surface.product-practices/— skills, templates, and references controlling how work is done.INDEX.md— the complete map._workspace_setup_docs/personalization/— agent-managed one-time setup.
Explain that
agents/,_workspace_setup_docs/,AGENTS.md,CLAUDE.md, and.cursor/are agent-facing machinery. Tell the PM they can ask the agent to add a folder, subfolder, tracker, workflow, output format, or specialist later. If they add one manually, the next agent should integrate it automatically. -
Offer personalization. If the user says yes, read
_workspace_setup_docs/personalization/AGENTS.md. Personalization must reconcile the structure, not merely add to it. It may remove clearly irrelevant generated-empty folders, skills, templates, specialists, and routes. It must ask once before deleting or relocating user-authored content. -
Handle root-folder renaming safely. During personalization, rename the root folder to match the workspace name by default. Perform one same-parent rename as the final filesystem operation after all content edits and checks. Never create a destination root and move files into it. Skip the rename and ask first only if the destination exists or the root contains unrelated material. Report the old and new paths and note that the editor may need to reopen the folder.
Conventions To Preserve
- One front door: the user talks to the Chief PM; it delegates.
- Keep the human surface small:
START_HERE.md,product-docs/, and optionallyproduct-practices/. - Mark agent-facing files and indexes clearly near the top.
- Keep a current
INDEX.mdin every PM OS content folder. - Whenever an agent reads
AGENTS.md, perform lightweight structural reconciliation: preserve and integrate unindexed user-created folders, subfolders, and files; add missing maps and clear routing; ask only when meaning or placement is genuinely ambiguous. - Fit the product stage and PM scope. Do not scaffold every possible PM lane.
- Put synthesis, recommendations, prioritization, MVP cuts, and next steps in
product-docs/outcomes/, not only chat. - Keep reusable instructions, formats, and examples together under
product-practices/asskills/,templates/, andreferences/. - Determine whether guidance is task-local or a durable operating preference from its meaning and scope, not trigger phrases. When a request contains both work to produce and a reusable convention, complete the work and update the relevant existing skill/template/reference in the same task.
- Keep the default library minimal. Add or update a skill for a durable preference or recurring workflow; add a specialist only when a distinct recurring role is useful. Synchronize them with content areas and Chief PM routing.
- Never overwrite raw input. Preserve it under an artifact-local
raw/folder and create clean summaries and artifacts separately.
Notes
- This skill scaffolds and optionally personalizes a PM workspace. It does not build application code.
- The Chief PM is the default workspace persona. In most tools, the PM simply talks in the workspace.
- Tool wiring stays minimal.
CLAUDE.mdpoints toAGENTS.md, and Cursor gets one always-on rule. Generate.claude/agents/or.github/agents/*.agent.mdonly when the PM asks.