organization-design – Design & UI skill for AI agents

Organization Design

What it is: Org structure & planning.

Overview

Works out the smallest useful Organization Design 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 1: Foundation. Fits: Starter stage. Table code: n/a.

When to Use This Skill

• org chart template
• department structure planner
• headcount and budget planning
• org design spreadsheet

Also use it when the user says "org structure & planning", 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 departments does the company have?

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.

• Shape - How many departments? / Any business units? / Remote or on-site?
• Ownership - Who heads each one? / Reporting lines? / Matrix or simple?
• Numbers - Headcount per team? / Budget per team? / Cost centres used?
• Current process - Is the org chart current? / Drawn where? / What is stale?
• Outcome - What do you need it for? / Planning, hiring or budget?

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: organization-design
intent: null            # setup | advice | review | fix | build | convert | export
scale: null             # Starter | Growth | Scale, only if the answer changes it
areas:
  "Shape": null
  "Ownership": null
  "Numbers": 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: Model departments as data with a head and an owner, not as a drawing. The chart becomes a view, not the source.

Why this one: Org charts rot because they are maintained as pictures. Storing departments as rows with an owner and a headcount keeps the chart regenerable.

Workflow: Departments → Owners → Headcount and budget → Chart view → Quarterly refresh

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](https://github.com/sickn33/agentic-awesome-skills/blob/main/skills/notion-manual-import/SKILL.md): 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.

Department Name,Approved Headcount,Budget (Annual),Cost Center Code,Department Head,Department Type,Dept ID,Established Date,Headcount,Location,Notes,Parent Department,Status
Delivery,14,4800000.00,CC-100,Sneha Iyer,Revenue,,2026-01-15,12,Bengaluru,Drafted after the February leadership offsite; spans are still contested.,Operations,Live

CREATE TABLE organization_design (
  department_name VARCHAR(255),
  approved_headcount NUMERIC NOT NULL,
  budget_annual NUMERIC(14,2) NOT NULL,
  cost_center_code VARCHAR(255),
  department_head VARCHAR(255),
  department_type VARCHAR(100) NOT NULL,
  dept_id SERIAL PRIMARY KEY,
  established_date DATE NOT NULL,
  headcount NUMERIC NOT NULL,
  location VARCHAR(255),
  notes TEXT,
  parent_department VARCHAR(255),
  status VARCHAR(100) NOT NULL,
  created_at TIMESTAMP DEFAULT NOW(),
  updated_at TIMESTAMP DEFAULT NOW()
);

CREATE INDEX idx_organization_design_status ON organization_design (status);

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "title": "Organization Design",
  "type": "object",
  "additionalProperties": false,
  "properties": {
      "Department Name": { "type": "string" },
      "Approved Headcount": { "type": "number" },
      "Budget (Annual)": { "type": "number" },
      "Cost Center Code": { "type": "string" },
      "Department Head": { "type": "string" },
      "Department Type": { "type": "string" },
      "Dept ID": { "type": "integer" },
      "Established Date": { "type": "string", "format": "date" },
      "Headcount": { "type": "number" },
      "Location": { "type": "string" },
      "Notes": { "type": "string" },
      "Parent Department": { "type": "string" },
      "Status": { "type": "string" }
  },
  "required": [
      "Approved Headcount",
      "Budget (Annual)",
      "Department Type",
      "Established Date",
      "Headcount",
      "Status"
  ]
}

| CSV column | Notion property | Set after import |
|---|---|---|
| Department Name | Title | Use as the database title |
| Approved Headcount | Number | Convert to Number |
| Budget (Annual) | Number (format: currency) | Convert to Number, set format to Currency |
| Cost Center Code | Text | Leave as Text |
| Department Head | Text | Leave as Text |
| Department Type | Select (add options after import) | Convert to Select, add options: "Revenue", "Delivery", "Support", "Finance", "People", "Admin", "Engineering" |
| Dept ID | Text (preserve source ID) | Keep imported IDs as Text; optionally add a separate Unique ID property |
| Established Date | Date | Convert to Date |
| Headcount | Number | Convert to Number |
| Location | Text | Leave as Text |
| Notes | Text | Leave as Text |
| Parent Department | Text | Leave as Text |
| Status | Select (add options after import) | Convert to Select, add options: "Proposed", "Under Review", "Approved", "Implementing", "Live", "Superseded" |

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.

Declare the budget currency/fiscal year and whether headcount means people or FTE before comparing rows. Parent Department is a display label here, not an enforced relationship: for a regenerable chart use stable department IDs, a self-reference and cycle validation consistently across outputs. Proposed departments may lack an established date; adapt that constraint rather than inventing a date.

Field Reference

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

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

| 1 | Department Name | text | VARCHAR(255) | string | Text | Delivery |

| 2 | Approved Headcount | number | NUMERIC | number | Number | 14 |

| 3 | Budget (Annual) | currency | NUMERIC(14,2) | number | Number (format: currency) | 4800000.00 |

| 4 | Cost

… (full content is in the download package)