Opskeep Define Work
Turn fuzzy demand into work that can be delivered.
Use For
- Scope, requirements, proposals, briefs, plans, charters, and decision records.
- Client/project onboarding after work is won.
- Client portal setup when it defines how an engagement will run.
- Acceptance checks, out-of-scope boundaries, owners, dates, and source gaps.
References
- Load
references/define-work.mdfirst. - Use
references/initiate*.mdfor context, stakeholders, problem framing, and viability. - Use
references/plan*.mdfor requirements, scope, roadmap, RAID/RACI, and decisions. - Load
references/examples/define-work.mdwhen an example shape helps. - Load
references/sole-trader.mdwhen the requester is a solo tradesperson/freelancer, not a team engagement.
Output Contract
- Working brief.
- In scope and out of scope.
- Acceptance checks.
- Decisions made and decisions needed.
- Owners, dates, and next actions.
- Source/evidence or
TBD.
Boundaries
- Opskeep onboarding, business profile, preferences, connectors, and company brain setup go to
opskeep-manage. - Active delivery updates go to
opskeep-deliver-work.
Gotchas
- Use
TBDfor missing owners, dates, source facts, acceptance checks, or decisions. - Do not turn fuzzy context into committed scope without identifying assumptions.
- External docs, project records, or client-facing artifacts require approval before writes.
