Consulting Deliverable Templates

Turn a 2-hour consulting deliverable creation process into a 10-minute workflow, included with your subscription in licensing.

Installation

1. Download the pf-deliverable-templates.plugin file
2. Open Claude Desktop and navigate to Settings > Plugins
3. Click Install Plugin and select the downloaded .plugin file
4. The plugin will be installed and available immediately

Note: All data stays local on your machine. No external API calls or cloud storage required.

Why This Exists

Independent consultants and small consulting firms spend hours creating RACI matrices, stakeholder maps, change management plans, and project charters from scratch. They either pay $960-6,240/year for PM tools (Scoro, Monday.com, Notion) or cobble together inconsistent free templates. This plugin generates all four deliverables as professionally formatted DOCX and XLSX files directly in Cowork — no subscription, no feature bloat, all processing happens within the Cowork environment.

Quick Start

1. Install the plugin in Claude Desktop / Cowork
2. Run /templates:templates-setup to initialize your workspace
3. Edit .templates/config.json to set your firm name and branding
4. Run /templates:templates-charter (or any deliverable command) with your project details
5. Find your formatted document in outbound/

Commands

Command	Description
/templates:templates-setup	Initialize workspace, check dependencies, generate config
/templates:templates-raci	Generate a RACI matrix spreadsheet (XLSX)
/templates:templates-stakeholder-map	Generate a stakeholder analysis document (DOCX)
/templates:templates-change-plan	Generate a change management plan (DOCX)
/templates:templates-charter	Generate a project charter (DOCX)
/templates:templates-full-package	Generate all 4 deliverables as a coordinated package
/templates:templates-status	Show workspace status and generated documents

How It Works

This plugin uses a hub-and-spoke architecture. Setup creates a shared config (your firm branding, methodology preferences). Each deliverable command operates independently — you can generate just a RACI matrix or just a charter without running anything else. The full-package command orchestrates all four sequentially with cross-document consistency checks.

Data flow: User Input + Config → [Individual Skill] → outbound/ deliverable file

What It's an Alternative To

SaaS Tool	Annual Cost (5 users)	Key Overlap
Scoro	$3,120 - $6,240/yr	Project templates, deliverable generation
Monday.com	$1,080 - $2,400/yr	RACI template boards, project documentation
Notion	$960 - $1,800/yr	Template pages, project databases

Key Differentiators

• Included with your subscription vs $960-6,240/yr for PM platforms
• Data stays local — data is processed within the Cowork environment
• Fully customizable templates — edit DOCX/XLSX templates directly in Word/Excel to match your firm's brand
• No feature bloat — focused on deliverable generation, not 200 unused PM features
• Professional output — formatted documents ready for client delivery, not wiki pages

Feature Comparison

Feature	This Plugin	Scoro	Monday.com	Notion
RACI Matrix Generation	✅	⚠️	⚠️	⚠️
Stakeholder Analysis	✅	❌	❌	⚠️
Change Management Plan	✅	❌	❌	❌
Project Charter	✅	⚠️	⚠️	⚠️
Professional DOCX Export	✅	⚠️	❌	❌
XLSX Export	✅	✅	✅	⚠️
Real-time Collaboration	❌	✅	✅	✅
Resource Scheduling	❌	✅	✅	⚠️
Time Tracking	❌	✅	⚠️	❌
Data Privacy (Local)	✅	❌	❌	❌
Customizable Templates	✅	⚠️	⚠️	✅
Cost (Annual, 5 users)	included with your subscription	$3,120+	$1,080+	$960+

Estimated Cost per Use

Disclaimer: Token estimates are approximate and based on typical usage patterns measured from skill prompt sizes. Actual costs vary with input data size, conversation length, and complexity. Estimates use Claude Sonnet 4.6 pricing ($3/1M input, $15/1M output). Cowork and Claude Desktop subscription users (Pro/Max/Team) are not charged per-token — these estimates apply only to direct Anthropic API usage. Running stages individually in fresh sessions uses fewer input tokens than running the full pipeline sequentially, because pipeline mode accumulates conversation history across stages.

Per skill (run individually in a fresh session):

Stage	Skill Prompt	User Input	Total Input	Output	Est. Cost
templates-change-plan	~3.5K	~800	~7.2K	~3.5K	~$0.07
templates-stakeholder-map	~3.6K	~800	~7.3K	~3.6K	~$0.08
templates-raci	~4.1K	~800	~7.8K	~4.1K	~$0.08
templates-charter	~3.7K	~800	~7.4K	~8.0K	~$0.14
Standalone total			~29.8K	~19.2K	~$0.38

Full pipeline (all stages in one session — context accumulates):

Stage	Base Input	+ History	Total Input	Output	Est. Cost
templates-change-plan	~7.4K	0	~7.4K	~3.5K	~$0.07
templates-stakeholder-map	~7.6K	~4.3K	~11.9K	~3.6K	~$0.09
templates-raci	~8.1K	~8.7K	~16.7K	~4.1K	~$0.11
templates-charter	~7.7K	~13.6K	~21.3K	~8.0K	~$0.18
Pipeline total			~57.3K	~19.2K	~$0.46

Running the full pipeline once typically costs $0.32–$0.60 in API tokens (Claude Sonnet 4.6).

AI-Powered Features

• Stakeholder Analysis: Synthesizes stakeholder mapping with impact/interest matrices and role-responsibility assessment
• RACI Generation: Creates responsibility matrices with role assignment, decision authority, and approval flow documentation
• Change Plan Synthesis: Generates change management plans with impact analysis, communication strategies, and risk identification
• Project Charter Creation: Creates professional project charters with objectives, scope, success criteria, and governance structure
• Cross-Document Consistency: Maintains consistent terminology, roles, and project information across all four deliverables
• Professional Formatting: Generates templated DOCX/XLSX documents with your firm branding and customizable methodology references

Known Limitations & Workarounds

This is a Claude Cowork plugin, not a traditional SaaS application. It has architectural constraints you should know about before adopting it.

Limitation	Impact	Workaround
No persistent database	Cannot store project history across sessions	Save project data as JSON in .templates/ for reuse
No real-time collaboration	Team members cannot co-edit deliverables	Export DOCX/XLSX to Google Drive or SharePoint
No visual diagramming	Cannot render 2x2 stakeholder grids as images	Uses formatted tables; paste into PowerPoint/Miro for visuals
Session-based operation	Cannot send automated deadline reminders	Include deadline summaries in docs; set your own calendar reminders

Context & Performance Guide

Session management: Claude's context window (200K tokens) is shared across your session. For full-package generation (all 4 documents), start a fresh session for best quality.

Data volume guidance: Tested with up to 50 stakeholders and 100 tasks in a single run. For larger datasets, the full-package command generates each document sequentially to manage context.

Tips for best results:

1. Provide input data as a JSON file in inbound/ rather than pasting into chat — file reading is more context-efficient
2. Keep messages concise during pipeline runs — every message stays in the context window
3. For the highest quality output on large projects, run each deliverable in a separate session
4. Edit .templates/config.json once to set your firm branding — it applies to all generated documents

Degradation signals: If responses become shorter or skip sections, start a new session and re-run the current command.

Requirements

• Claude Desktop with Cowork mode
• Python 3.7+ (pre-installed in Cowork VM)
• python-docx and openpyxl (auto-installed during setup)

Important Disclaimers

• AI-Generated Content: This plugin uses AI (LLM) technology which can produce inaccurate or incomplete outputs. All content should be treated as a starting point and reviewed for accuracy before use.
• Not Professional Advice: Outputs do not constitute legal, financial, tax, medical, or other professional advice. Consult qualified professionals before making decisions based on generated content.
• No Compliance Guarantee: References to industry standards, regulations, or guidelines are for informational purposes only. This plugin does not guarantee compliance with any law or regulation. Users are responsible for verifying all outputs meet their specific regulatory requirements.
• No Endorsement or Affiliation: Mention of third-party products, standards, or organizations does not imply endorsement, partnership, or certification by those entities.