Templates

The project documents the project-tailoring:document-pack skill fills from an organisation profile and a role mapping, then exports to Word (docx) or Excel (xlsx) in output/. Each template is Markdown with frontmatter, so it can be reviewed in a pull request like any skill.

Frontmatter

Field Meaning

id Equals the file name.

title The document title.

format docx or xlsx.

owner The department:skill that owns the content.

tailored_from The profile sections and computed inputs used.

status draft, reviewed or stable.

Field	Meaning
`id`	Equals the file name.
`title`	The document title.
`format`	`docx` or `xlsx`.
`owner`	The `department:skill` that owns the content.
`tailored_from`	The profile sections and computed inputs used.
`status`	`draft`, `reviewed` or `stable`.

Placeholders

Placeholder Filled from

{{organisation.name}}, {{goals.target_go_live}} and other dotted paths The organisation profile (profiles/schema.json).

{{edition}} project-tailoring:edition-selection: SMB or Enterprise.

{{modules_in_scope}} The modules with in_scope: true.

{{roles.<role-id>}} The person or alias proposed for that role by project-tailoring:role-mapping. Role ids are in data/role-catalogue.toml.

{{team_table}}, {{gaps_table}} Tables built by project-tailoring:role-mapping and project-tailoring:skills-gap-analysis.

{{generated_on}} The date the pack was produced.

Placeholder	Filled from
`{{organisation.name}}`, `{{goals.target_go_live}}` and other dotted paths	The organisation profile (`profiles/schema.json`).
`{{edition}}`	`project-tailoring:edition-selection`: SMB or Enterprise.
`{{modules_in_scope}}`	The modules with `in_scope: true`.
`{{roles.<role-id>}}`	The person or alias proposed for that role by `project-tailoring:role-mapping`. Role ids are in `data/role-catalogue.toml`.
`{{team_table}}`, `{{gaps_table}}`	Tables built by `project-tailoring:role-mapping` and `project-tailoring:skills-gap-analysis`.
`{{generated_on}}`	The date the pack was produced.

Guidance for the person completing a document is in blockquotes starting > Guidance:; scale-specific notes start > SMB: or > Enterprise only:. In xlsx templates, each ## Sheet: <name> heading and the table under it becomes a worksheet; example rows are there to be edited or deleted.

Credit line

Every template ends with a > Credit: line naming the authors, Simon Foote and Robert Peledie, and the CC BY 4.0 licence. project-tailoring:document-pack carries it into each generated document as a short closing line (a footer in Word, a note below the last table in Excel). Documents an organisation completes for its own project need no credit, so the line may be kept or removed there. Keep it whenever a template itself is shared or adapted; see NOTICE.md. scripts/check-data.py fails a template without it.

Adding a template

Add the file, ending with the credit line from an existing template, reference it from the owning skill's Outputs section, list it in project-tailoring:document-pack, then run bash scripts/build-all.sh. scripts/check-data.py checks the frontmatter, the owner and every role placeholder.