What It Produces
A Scope Shakedown worksheet: ForgeFX's canonical feature/scope checklist for deciding what a simulator proposal will and will not include. It is especially useful when sales, production, pricing, and proposal owners need one shared control surface before costs are finalized.
Non-negotiable
Download a fresh copy of Scope_Shakedown_Template_Worksheet.xlsx from SharePoint first. If the download fails, stop and ask. Do not substitute an older worksheet.
Workflow Preview
| Step | Skill Rule |
|---|---|
| 1 | Trigger Use when Adam or Sara asks for ?scope shakedown?, ?shakedown worksheet?, or ?scope worksheet?. |
| 2 | Source of truth Always copy the canonical SharePoint template: Proposals/_Templates/Scope_Shakedown_Template_Worksheet.xlsx. Never hand-build from an old local copy. |
| 3 | Working location Save working copies under .openclaw/tmp/sales-scope-shakedown/. |
| 4 | Fill process Mark features in/out of scope, add notes, adjust quantities, and preserve the template structure, columns, and feature rows. |
| 5 | Verification Render the filled XLSX to PDF and PNG previews so layout is visible before sharing. |
| 6 | Delivery Post preview images first, then attach or link the XLSX. |
| 7 | Current Metro context Use project evidence to fill the worksheet, but keep private proposal details and pricing out of public previews unless Adam approves. |
Metro Transit Fit
- Large simulator proposal with many feature rows and hardware/software boundaries.
- Needs in/out-of-scope marking across cab, route, instructor, event, assessment, reporting, and support obligations.
- Benefits from visible preview before anyone treats it as proposal-ready.
Delivery Checklist
- Fresh template copied.
- Project evidence applied row-by-row.
- Quantities and assumptions marked.
- XLSX rendered to PDF/PNG.
- Preview shared before raw workbook handoff.