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close-management

Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.

Quality

84%

Does it follow best practices?

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SKILL.md
Quality
Evals
Security

Quality

Content

77%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A well-organized, highly actionable reference for the close process with excellent sequencing, dependency mapping, and feedback loops. Its main weakness is structural: everything lives inline in SKILL.md with no progressive disclosure to reference files, and a worked example would strengthen actionability.

Suggestions

Move the detailed per-day checklists, bottleneck/solution table, and retrospective questions into reference files (e.g., references/checklists.md, references/improvement.md), keeping SKILL.md as a concise overview with clearly signaled one-level-deep links.

Add a short worked example of the status dashboard in use (one or two filled-in rows with realistic tasks and a blocker) to make tracking guidance immediately copy-paste ready.

Trim the disclaimer line and the narrated daily-standup prose to a compact checklist to save tokens without losing clarity.

DimensionReasoningScore

Conciseness

The body is a dense, table-driven reference with almost no explanation of concepts Claude already knows, matching 'efficient; minor instances of over-explanation that could be trimmed'. Not 5 because the disclaimer line and the narrated standup/meeting prose add tokens that could be cut; not 3 because there is no genuinely padded section.

4 / 5

Actionability

Concrete, usable artifacts throughout: copy-paste-ready status dashboard template with defined statuses, per-day checklists, dependency map with explicit 'needs:' annotations, metrics table, and bottleneck-to-solution table — matching 'mostly executable guidance with minor gaps' for an instruction-only skill. Not 5 because there is no worked example (e.g., a filled-in tracker or a sample completed day) covering a common case end to end.

4 / 5

Workflow Clarity

The multi-step close is sequenced twice (T+1..T+5 calendar and a 5-level dependency map with explicit 'needs:' prerequisites), with feedback loops for error recovery (daily standup: review status, identify blockers, reassign/escalate, update timeline; variance investigation; post-close retrospective) and checklists for the complex process. This matches the top anchor; the skill is not destructive/batch, so no validation cap applies.

5 / 5

Progressive Disclosure

There are no bundle files and no references; roughly 220 lines of detail (full checklists, bottleneck tables, retrospective questions, accelerated-close variant) are all inlined in SKILL.md. Sections are well organized, but content that arguably belongs in separate reference files is inline, matching the anchor 'some structure but could be better organized; content that should be separate is inline'. Not 4 because nothing is split out at all; not 2 because the single file is cleanly sectioned and navigable rather than a wall of text.

3 / 5

Total

16

/

20

Passed

Description

83%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A strong description with a clear what-and-when structure, third-person voice, and multiple natural trigger phrases. The main gaps are missing common synonyms ('closing the books', 'financial close') and minor overlap risk with general project-tracking language.

DimensionReasoningScore

Specificity

Names the domain ('month-end close process') and several concrete capabilities ('task sequencing, dependencies, and status tracking'), matching the 'several specific actions; minor gaps' anchor. Not 3 because it lists more than 1-2 actions; not 5 because the body also covers checklists, calendars, metrics, and bottleneck analysis that the description omits.

4 / 5

Completeness

Explicitly answers both 'what' ('Manage the month-end close process with task sequencing, dependencies, and status tracking') and 'when' ('Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day') with four concrete trigger phrases, matching the top anchor exactly.

5 / 5

Trigger Term Quality

Natural trigger phrases like 'planning the close calendar', 'tracking close progress', and 'identifying blockers' give good keyword coverage, matching the 'good keyword coverage; a few natural terms missing' anchor. Not 5 because common synonyms such as 'closing the books', 'financial close', or 'close checklist' are absent; not 3 because the present terms are varied and natural rather than merely 'some relevant keywords'.

4 / 5

Distinctiveness Conflict Risk

The month-end close niche is mostly distinct with specific triggers, but phrases like 'tracking close progress' and 'identifying blockers' overlap with generic project-management skills, matching the 'minor overlap risk with closely related skills' anchor. Not 5 because of that overlap; not 3 because the close-specific framing dominates.

4 / 5

Total

17

/

20

Passed

Validation

100%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation — 16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository

anthropics/knowledge-work-plugins

Path

finance/skills/close-management/SKILL.md

Reviewed

Table of Contents

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