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Spreadsheet Handover

🔵 Stable🕐 updated 2026-07-19 🔷 SkillSpec L3 pm-cowork

Hand over a spreadsheet so it survives its author leaving — the README tab that decodes the sheet's logic, the update runbook with sources and cadence, the fragility warnings, and the walkthrough that transfers the judgment. Use when asked document this spreadsheet before I leave, hand over the model to the team, make this sheet survivable without me, or we inherited a workbook nobody understands. Produces the README tab content, the update runbook, the known-fragilities list, and the handover walkthrough agenda.

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What to give it

The workbook and its job — what decisions it feeds, who consumes its outputs, the update rhythm
The author's time — still here for a month (full handover) vs. leaving Friday (triage: runbook + fragilities first, README from the successor's questions)
The successor(s) — named; a handover to "the team" is a handover to no one — and their sheet fluency (the runbook's assumed-knowledge level follows)
The undocumented rules — the author's habits that ARE the process ("I always eyeball row 12 against the invoice") — extracted by asking "what do you check before you trust it?"

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

The README is a tab in the workbook, not a doc beside it
The runbook passes the competent-stranger test
Fragilities are confessed as-is, not silently fixed mid-handover
The walkthrough has the successor driving on real data
One named owner ends the process, calendared

⚠️ What it refuses to do

Do not document the sheet as it should be — the successor inherits the sheet as it is
Do not hand over by author-demo — watching transfers nothing; driving transfers the job
Do not write the runbook at concept grain — "update the data" is where handovers die
Do not leave the judgment checks tacit — "what do you check before trusting it" is the best question in the room
Do not hand to a committee — no name in the owner line, no handover happened

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

Related skills

🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="spreadsheet-handover"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Spreadsheet Handover is one of 750 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog