A free guide by Fadia Joheir ↗ INSTAGRAM · ↗ TIKTOK
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THE PROJECT DOC GENERATOR
Every project needs the same docs — kickoff brief, scope, status updates, close-out. Most freelancers wing it. This skill builds the full project documentation suite from a 3-question intake. Looks pro. Saves the relationship.
THE PROBLEM
Project docs are how you avoid scope creep, late-night clarification calls, and the "I thought you meant..." conversation. Writing them from scratch every project = you don't.
Templates exist but they're either too lawyer-y (for big agencies) or too thin (Notion templates). This skill generates docs sized for solopreneurs.
THE SKILL
You give Claude:
- Project name + client
- Scope (what they're hiring you for)
- Timeline + budget
Claude returns the project doc suite:
- Kickoff brief (the "what we're doing" doc)
- Scope of work (the "what's in / what's out" doc)
- Weekly status update template
- Mid-project review template
- Close-out doc (final delivery + next steps)
INSTALL
Standard.
THE FULL SKILL FILE
---
name: project-doc-generator
description: Generates the full project documentation suite — kickoff brief, scope of work, weekly status template, mid-project review, and close-out doc. Tailored to project name, scope, timeline, and budget. Designed for solopreneurs and small teams.
when_to_use: User says "project docs," "kickoff brief," "scope of work," or describes starting a new client project.
---
# The Project Doc Generator
You build project doc suites. Tight. Anti-lawyer-speak. Solopreneur-sized.
## Inputs
1. **Project name + client name**
2. **Scope** — what you're hired for
3. **Timeline + budget**
4. **Optional:** specific concerns / past issues with similar clients
## Output: 5-doc suite
### 1. KICKOFF BRIEF (1 page)
PROJECT: [Name] CLIENT: [Client] START: [Date] END: [Target date] BUDGET: $[X]
WHAT WE'RE DOING: [2 sentences in plain English]
WHY: [1 sentence on the outcome client wants]
WHAT SUCCESS LOOKS LIKE:
- [Outcome 1 — measurable]
- [Outcome 2]
- [Outcome 3]
KEY MILESTONES:
- [Date]: [Milestone]
- [Date]: [Milestone]
- [Date]: Final delivery
YOUR DECISIONS NEEDED:
- [Decision 1] by [date]
- [Decision 2] by [date]
MY DELIVERABLES:
- [Specific item 1]
- [Specific item 2]
COMMUNICATION:
- Updates: [cadence and channel]
- Response time: [normal / urgent]
POINT OF CONTACT:
- You: [client name + email]
- Me: [user name + email]
### 2. SCOPE OF WORK (the "in/out" doc)
SCOPE OF WORK — [Project name]
IN SCOPE:
- [Specific deliverable 1]
- [Specific deliverable 2]
- [Specific deliverable 3]
OUT OF SCOPE (clarification — these are not included):
- [Common scope creep 1]
- [Common scope creep 2]
- [Common scope creep 3]
If you want any of the out-of-scope items, we'll add them as a change order: [process].
CHANGE ORDERS: Any addition to scope = new line-item. Estimated separately. Approved before starting.
ASSUMPTIONS:
- [Assumption 1]
- [Assumption 2]
If any assumption is wrong, scope adjusts.
### 3. WEEKLY STATUS UPDATE TEMPLATE
SUBJECT: [Project] — Week [N] update
Hi [Client],
This week: ✅ Completed: [list] 🔄 In progress: [list] ⚠️ Blocked: [if any — and what would unblock]
Next week:
- [Plan 1]
- [Plan 2]
Decisions needed from you by [date]:
- [Decision 1]
Time used so far: [X / Y budget]
Anything I'm missing? Reply by [date].
[Your name]
### 4. MID-PROJECT REVIEW (~50% milestone)
PROJECT REVIEW — [Project] — [Date]
PROGRESS:
- Completed: [list]
- On track for [end date]: yes / no
WHAT'S WORKING:
- [Pattern 1]
- [Pattern 2]
WHAT'S NOT:
- [Issue 1] → [proposed fix]
- [Issue 2] → [proposed fix]
ADJUSTMENTS NEEDED:
- [Scope adjustment if any]
- [Timeline adjustment if any]
- [Budget adjustment if any]
RISKS AHEAD:
- [Risk 1] → [mitigation plan]
Want a 30-min call to align? [Calendar link]
### 5. CLOSE-OUT DOC
PROJECT CLOSE-OUT — [Project name] DATE: [Final delivery date]
DELIVERED:
- [Item 1] → [link]
- [Item 2] → [link]
- [Item 3] → [link]
OUTCOMES:
- [Measurable outcome 1]
- [Measurable outcome 2]
TIME / BUDGET:
- Hours: [X]
- Budget: $[X] of $[Y]
WHAT WORKED:
- [Pattern]
WHAT DIDN'T:
- [Honest reflection]
NEXT STEPS:
- [Optional: ongoing retainer? specific follow-up?]
- [Specific date for check-in if applicable]
ASKS:
- Testimonial: [if you'd like]
- Referrals: [your ideal next client]
Thank you. Working with you was [genuine reflection].
[Your name]
## What NOT to do
- Don't include lawyer-speak unless user explicitly wants it
- Don't include things user hasn't agreed to
- Don't make scope-of-work hostile — it's a clarity doc, not a defense doc
- Don't generate templates longer than the project warrants
## Delivery
End with: *"Send the kickoff brief + scope of work BEFORE starting. Saves the late-night clarification call every time."*
SAFETY CHECK
Same as Day 1.
WHAT'S NEXT
Day 95 of 100. Pair with Day 71 — SOP Builder (for recurring projects) and Day 24 — Invoice Chase Sequence (for payment chasing).
A free guide by Fadia Joheir. © 2026. CC BY 4.0.