All teams / Operations

Operations

Vendors, processes, change management, capacity planning, compliance tracking.

Ops touches everything: vendors, processes, compliance, capacity, change management. The work is mostly about institutionalizing repeat patterns: turning tribal knowledge into docs, ad-hoc evaluations into scoring matrices, and one-off rollouts into reusable plans. the operations plugin is the systematization engine.

Install for Operations

The full operations starter set is 5 plugins. Pick the install path that matches you.

Cowork (no terminal)

Click each link below; Cowork opens and asks you to confirm. Restart Cowork after the last one so connectors register.

After the last install, restart Cowork. The MCP servers (Slack, HubSpot, etc.) only register cleanly on a fresh app start. Quit the app fully, then reopen it.

Terminal (one command)

If you have claude on your PATH already, this installs the whole set in one go.

npx pace-tools install operations finance legal human-resources productivity

pace-tools wraps claude plugin install; runs claude plugin marketplace add GoldenBerry-SO/Pace automatically if you haven't registered the marketplace yet.

Plugins to install

Pick from this set for the role. Primary plugins are essential; companions multiply value.

  • operations primary

    Vendor evaluation, process docs, change management, capacity planning, compliance tracking.

    claude plugin install operations@pace
  • finance companion

    Vendor and procurement workflows touch AP.

    claude plugin install finance@pace
  • legal companion

    Contract review feeds vendor selection.

    claude plugin install legal@pace
  • human-resources companion

    Capacity planning ties to headcount and HR planning.

    claude plugin install human-resources@pace
  • productivity companion

    Cross-team coordination + meeting prep.

    claude plugin install productivity@pace

Connectors to set up

Claude prompts to authorize each one the first time a relevant skill fires. You only do this once per project.

  • (none required; many ops skills work from pasted context)

Workflows

Common ways teams use these plugins day to day. Each one is a starting point; adapt the prompt to your context.

  • Vendor evaluation

    Generates a scoring matrix against your current stack. Considers integration, pricing, security, support.

    Evaluate this vendor against our current stack. Capabilities, cost, integration risk.

  • Document a process

    Turns a tribal workflow into a structured doc: trigger, steps, owner, escalation, edge cases.

    Document the recurring workflow we just walked through so the next person can run it solo.

  • Change management plan

    Generates a rollout plan for a cross-team migration: comms, stages, rollback, success metrics.

    Plan the SSO provider migration. Phases, comms, rollback.

  • Capacity planning

    Reads current team data + projected work and surfaces headcount + utilization gaps for the next quarter.

    Build the quarterly headcount capacity plan. Where we are tight, where we have slack.

  • Compliance tracker

    Generates and maintains a control tracker for SOC 2, ISO 27001, or similar. Flags overdue items.

    Track SOC 2 controls for Q3. What is on schedule, what is overdue.

Just say it

You don't have to memorize slash commands. After installing, type natural sentences into Claude and the right skill will fire. Each row is a real example.

  • You say

    Pull together this week's cross-team status

    Claude triggers status-report
  • You say

    Document the incident response runbook

    Claude triggers runbook
  • You say

    Review this new vendor before we sign

    Claude triggers vendor-review
  • You say

    Plan capacity for next quarter

    Claude triggers capacity-plan
  • You say

    Assess the risks of moving to this new provider

    Claude triggers risk-assessment
  • You say

    Optimize the way we ship hardware to new hires

    Claude triggers process-optimization

Tips & tricks

Field-tested patterns from teams that have already shipped a quarter or two on these plugins.

  • Document the tribal knowledge

    `document-process` is the fastest way to capture 'we should write this down' work that lives in people's heads.

  • Vendor matrices > vibes

    `vendor-evaluation` generates a real scoring matrix. Beats the slide-of-bullet-points comparison every time.

  • Pair with the legal plugin for vendors

    During vendor selection, `vendor-evaluation` → `contract-review` covers selection and contracting in one flow.

  • Change plans before migrations

    `change-plan` is cheap; rollback plans you wrote ahead of time are priceless.

  • Tie capacity to /data

    For honest capacity planning, ground in actual utilization. Pair `capacity` with the data plugin queries on time tracking or work logs.

  • Compliance is incremental

    `compliance-tracker` monthly cadence keeps audit prep from being a fire drill.

See also