Generate Questionnaire

Skill: generate-questionnaire

Generates structured questionnaires for IT project management. Two types: (1) client questionnaire — collects initial requirements at project start; (2) team questionnaire — collects lessons learned at project closure. Also structures received answers for downstream skills.

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Triggers

Russian: «сформируй опросник», «подготовь опросник для заказчика», «создай бриф заказчику», «подготовь анкету по урокам», «структурируй ответы заказчика», «нужен опросник», «подготовь вопросы для заказчика» English: "generate questionnaire", "create client brief", "prepare lessons questionnaire", "structure stakeholder answers", "build client brief", "prepare project brief"

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Language Detection

Determine the language of the user's request:

• If the request is in Russian → use templates with the -ru suffix
• Otherwise → use templates with the -en suffix
• All output (headings, labels, agent messages) must match the detected language.

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Input

| Data | Required | Source | Notes | |------|:--------:|--------|-------| | Questionnaire type | yes | command or CLAUDE.md | client (phase 1) or lessons (phase 6) | | Project name | yes | CLAUDE.md or command | Used in the file header | | Recipient(s) | yes | command or CLAUDE.md | Name and email. For client — project sponsor; for lessons — team members | | PM name | no | CLAUDE.md | Inserted into questionnaire metadata | | Response deadline (deadline) | no | command | For lessons type only. If not provided — ask: "Specify the deadline by which the team should submit their responses." |

If the type is not explicitly specified — determine from the project phase (from CLAUDE.md):

• Phase 1 (initiation) → client
• Phase 6 (closure) → lessons
• Otherwise → ask one clarifying question:

Please clarify what you need:
A) Create a client questionnaire (Phase 1 — Initiation)
B) Create a team lessons-learned questionnaire (Phase 6 — Closure)
C) Structure received client answers
D) Structure received team answers

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Output

| Type | File | Project path | Mode | |------|------|--------------|------| | client | questionnaire-client.md | {project}/01-initiation/ | generate | | lessons | questionnaire-lessons.md | {project}/04-closure/ | generate | | any | Structured report in chat | — | structure |

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Instructions

Step 1 — Determine Mode and Type

Check the request type first:

• If the request contains "evaluate", "analyze", "is it worth doing", "give a recommendation on the project" → this is an analysis request outside the skill's scope. Respond:

"This skill structures questionnaire data but does not analyze answers or assess project viability. I can structure the answers and pass them to generate-charter, where the agent will flag ambiguities. Continue?" Wait for confirmation. Do not proceed until confirmed.

Determine the mode:

• Command to generate / prepare / create a questionnaire → generate mode
• Received answers ready to be structured → structure mode

If the mode is unclear — ask the clarifying question (see template above).

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Step 2 — generate Mode: Create Questionnaire

1. Determine language.
2. Read the template:

• client → questionnaire-client-{lang}.md
• lessons → questionnaire-lessons-{lang}.md

1. Fill in metadata placeholders:

| Placeholder | Source | Notes | |-------------|--------|-------| | {{project_name}} | CLAUDE.md or command | | | {{recipient_name}} | command or CLAUDE.md | | | {{pm_name}} | CLAUDE.md (if available) | | | {{date}} | current date (YYYY-MM-DD) | | | {{deadline}} | command | lessons type only. If not in command — ask before saving. |

1. Save the file according to the Output table.

4a. If type is lessons and only 1 recipient is specified — append to the confirmation message: "1 recipient specified. If you need to add more — let me know before sending."

1. Show in chat:

• What was created: "Questionnaire saved as [filename] in [path]."
• Next step: "Prepare an email draft for sending?"

1. After confirmation — proceed to Step 3.
2. Log to logs/log.md: date, skill, created file, recipient.

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Step 3 — Prepare Email and Call send-email

Determine parameters by type:

| Type | Email template | Attachment | Format | Level | |------|---------------|-----------|--------|-------| | client | email-tpl-questionnaire-client-{lang}.md | questionnaire-client.md | .docx | 3 (with confirmation) | | lessons | email-tpl-questionnaire-lessons-{lang}.md | questionnaire-lessons.md | .md | 2 (PM in CC) |

Autonomy levels:

• Level 2 — agent sends the email; PM added to CC automatically.
• Level 3 — agent shows email draft; waits for human confirmation before sending.

Call send-email:

send-email(
  type          = "questionnaire-[client|lessons]",
  recipients    = [list of recipients with email],
  template      = [path to email template],
  attachment    = [path to questionnaire file],
  attach_format = [.docx | .md],
  level         = [3 | 2]
)

> Stub: send-email is not yet implemented. Until it is — display an email draft based on the email template and offer to send manually via Gmail.

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Step 4 — structure Mode: Structure Answers

1. Receive answers from chat or an attached file.
2. Determine the answer type:

• Answers about project goals, scope, constraints → client type
• Answers about lessons learned and retrospective → lessons type

1. Structure by blocks matching the corresponding questionnaire template.
2. Flag unanswered and ambiguous questions.
3. Show in chat:

• Structured data by block
• List of unanswered / ambiguous items (if any)
• Recommendation: "Pass data to [generate-charter | generate-closure-report]?"

1. On confirmation — offer to launch the downstream skill.

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Dependencies

Reads:

• CLAUDE.md of the managed project — project name, PM, contacts
• Templates from templates/: questionnaires (4 files) + email templates (4 files)

Passes data to:

• generate-charter — after structuring client answers (phase 1)
• generate-closure-report — after structuring lessons answers (phase 6)

Calls:

• send-email — delivery module (stub until implemented)

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Constraints

• Questionnaire template is fixed — questions are not generated dynamically by project type
• Does not analyze answers or assess project viability
• Does not send email directly — calls send-email
• Does not create the project charter or close the project — only passes data downstream
• Handles one project per invocation

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Changelog

| Date | Version | Change | |------|---------|--------| | 2026-04-06 | 1.0 | Skill created. Two questionnaire types (client, lessons). Two modes (generate, structure). send-email stub. | | 2026-04-06 | 1.1 | Post-eval fixes (4/6 → 6/6): added {{deadline}} to input and placeholder tables; added step 4a for single-recipient warning (lessons); added guard rail in Step 1 for analysis requests. |

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: KirKruglov
• Source: KirKruglov/claude-project-manager
• License: MIT

Install and usage instructions live in the source repository linked above.