buddy-program-manager – Other skill for AI agents

Buddy Program Manager

What it is: Peer support.

Overview

Works out the smallest useful Buddy Program Manager setup for the business in front of it, then

builds it only when asked. The default output is a short recommendation, not a

spreadsheet. Artifacts - CSV, SQL DDL, JSON Schema, Notion mapping - are produced on

request, from one field list so they cannot drift apart.

Layer: Layer 3: Onboard. Fits: Scale stage. Table code: n/a.

When to Use This Skill

• buddy program
• new hire buddy
• peer onboarding tracker
• onboarding buddy manager

Also use it when the user says "peer support", or describes the same process happening in a

spreadsheet, a document or someone inboxes.

Do not use it for: payroll calculation, tax filing, or legal advice. This skill produces

empty templates only - it never holds or processes real employee or customer data.

How It Works

Follow the shared execution contract. The module-specific rules below define only domain fields, decisions, calculations, and safety constraints.

Step 1 - Identify intent

Read the request and pick the intent before asking anything.

• "set up" or "build" or "create" -> the user wants artifacts; go to Step 2.
• "our process is ..." or "it is in a sheet" -> the user wants to move an existing process; capture it, then Step 2.
• "is this right" or "review" or "audit" -> the user wants a check, not a build; answer from what they share.
• "how do I ..." -> advice question; answer directly and offer the build only if it helps.

Ask only if this is the highest-value missing fact; otherwise proceed without an opener:

> Q: How many new joiners do you onboard a month?

Step 2 - Ask only what is missing

Skip anything the user already answered, in any earlier message. Ask the rest one at a

time, and stop as soon as the remaining answers would not change the output.

• Volume - New joiners per month? / One buddy each? / Same team or cross-team?
• Programme - How long? / Check-in cadence? / Feedback captured?
• People - Who can be a buddy? / Time allocated? / Recognition for buddies?
• Current process - Anything informal today? / How is it tracked? / What fails?
• Outcome - What do you need? / Matching, check-ins or feedback?

Never invent an answer. If the user does not know, record it as unknown and carry on.

Step 3 - Hold the internal context

Hold the answers in this shape. It stays internal - it is not shown to the user unless

they ask, and it never carries a value the user did not give.

module: buddy-program-manager
intent: null            # setup | advice | review | fix | build | convert | export
scale: null             # Starter | Growth | Scale, only if the answer changes it
areas:
  "Volume": null
  "Programme": null
  "People": null
  "Current process": null
  "Outcome": null
requested_outputs: []   # csv | sql | json | notion | xlsx - requested formats only
confirmed_facts: []     # only what the user actually said
open_questions: []      # the unanswered ones, in the order worth asking

Step 4 - Recommend the smallest workflow

If an artifact was requested, build it after resolving essential missing facts. Otherwise give a short recommendation and offer the relevant artifact.

Recommended approach: Match buddies by department and timezone, then track a small number of check-ins. Do not build a scoring system for it.

Why this one: Buddy programmes fail on load, not on matching. Three check-ins over 30 days is an illustrative starting cadence; adapt it to participant needs and measured programme feedback.

Workflow: New joiner → Buddy match → Check-ins → Feedback → Buddy recognition

Feedback Score is optional and must stay blank until voluntary feedback exists; define its scale and purpose before use. It is not a performance ranking. Check-in counts are nonnegative whole events; counts and snapshots do not replace the dated event log described below. Distinguish planned end from actual close, and validate date order.

Step 5 - Build only on request

Once the user asks for it, derive the fields from the confirmed context and emit the

requested artifacts. For machine-readable text, keep prose outside the data; for files,

provide a usable link. Report material validation failures or limitations separately.

**A selected Notion output is rendered by notion-manual-import, so route the

Notion step there.** When the user selects Notion, hand that step to

@notion-manual-import: it holds the CSV, the property

mapping, the import steps and the verification checklist, and it renders the Field

Reference below instead of defining a table of its own. Do not restate the mapping

here and do not improvise the import steps. Manual CSV and mapping outputs need no

connection. For requested workspace changes, follow the shared contract: verify actual

tool access and the target before writing. A user saying "connected" is not tool evidence.

Never ask for a Notion password or token.

For an Excel-compatible CSV, use UTF-8 with a byte order mark so Excel opens the

text correctly. A CSV is not an .xlsx workbook; create .xlsx only when the user

requests a workbook.

A CSV carries no types, so after it, name the columns

that need a number, date or currency format applied.

Buddy Pair,New Hire,Buddy,Department,Start Date,End Date,Check-ins Planned,Check-ins Done,Feedback Score,Status,Notes,Buddy ID
Example New Hire + Example Buddy,Example New Hire,Example Buddy,Delivery,2026-01-05,2026-12-19,6,3,4,Active,First-week check-in done; the buddy asked for a narrower first assignment.,

CREATE TABLE buddy_program_manager (
  buddy_pair VARCHAR(255),
  new_hire VARCHAR(255),  -- relation -> target record
  buddy VARCHAR(255),  -- relation -> target record
  department VARCHAR(255),
  start_date DATE NOT NULL,
  end_date DATE NOT NULL,
  check_ins_planned NUMERIC NOT NULL,
  check_ins_done NUMERIC NOT NULL,
  feedback_score NUMERIC,
  status VARCHAR(100) NOT NULL,
  notes TEXT,
  buddy_id SERIAL PRIMARY KEY,
  created_at TIMESTAMP DEFAULT NOW(),
  updated_at TIMESTAMP DEFAULT NOW()
);

CREATE INDEX idx_buddy_program_manager_status ON buddy_program_manager (status);

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "title": "Buddy Program Manager",
  "type": "object",
  "additionalProperties": false,
  "properties": {
      "Buddy Pair": { "type": "string" },
      "New Hire": { "type": "string" },
      "Buddy": { "type": "string" },
      "Department": { "type": "string" },
      "Start Date": { "type": "string", "format": "date" },
      "End Date": { "type": "string", "format": "date" },
      "Check-ins Planned": { "type": "number" },
      "Check-ins Done": { "type": "number" },
      "Feedback Score": { "type": "number" },
      "Status": { "type": "string" },
      "Notes": { "type": "string" },
      "Buddy ID": { "type": "integer" }
  },
  "required": [
      "Start Date",
      "End Date",
      "Check-ins Planned",
      "Check-ins Done",
      "Status"
  ]
}

| CSV column | Notion property | Set after import |
|---|---|---|
| Buddy Pair | Title | Use as the database title |
| New Hire | Relation (link to the target database) | Convert to Relation, link to the target database |
| Buddy | Relation (link to the target database) | Convert to Relation, link to the target database |
| Department | Text | Leave as Text |
| Start Date | Date | Convert to Date |
| End Date | Date | Convert to Date |
| Check-ins Planned | Number | Convert to Number |
| Check-ins Done | Number | Convert to Number |
| Feedback Score | Number | Convert to Number |
| Status | Select (add options after import) | Convert to Select, add options: "Not Started", "Active", "Paused", "Completed" |
| Notes | Text | Leave as Text |
| Buddy ID | Text (preserve source ID) | Keep imported IDs as Text; optionally add a separate Unique ID property |

The rows above are documentation examples only. Emit empty templates unless the user explicitly requests examples. Money stays currency, dates stay date,

and anything pointing at another table stays relation.

Field Reference

| # | Field | Type | SQL | JSON Schema | Notion | CSV example |

|---:|---|---|---|---|---|---|

| 1 | Buddy Pair | text | VARCHAR(255) | string | Text | Example New Hire + Example Buddy |

| 2 | New Hire | relation | VARCHAR(255) | string | Relation (link to the target database) | Example New Hire |

| 3 | Buddy | relation | VARCHAR(255) | string | Relation (link to the target database) | Example Buddy |

| 4 | Department | text | VARCHAR(255) | string | Text | Delivery |

| 5 | Start Date | date | DATE | string, format: date | Date | 2026-01-05 |

| 6 | End Date | date | DATE | string, format: date | Date | 2026-12-19 |

| 7 | Check-ins Planned | number | NUMERIC | number | Number | 6 |

| 8 | Check-ins Done | number | NUMERIC | number | Number | `3

… (full content is in the download package)