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A business operations plugin for Cowork that helps with vendor management, process documentation, change management, capacity planning, compliance tracking, and resource planning. Works standalone or supercharged when you connect your ITSM, project tracker, and other tools.

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Installation

claude plugins add knowledge-work-plugins/operations

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Commands

Vendor Review

Evaluate a vendor with cost analysis, risk assessment, and renewal recommendation

Process Doc

Document a business process with flowcharts, RACI matrices, and SOPs

Change Request

Create a change management request with impact analysis and rollback plan

Capacity Plan

Plan resource capacity with workload analysis and utilization forecasting

Status Report

Generate a status report with project updates, KPIs, risks, and action items

Runbook

Create or update an operational runbook with step-by-step procedures

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/vendor-review

Evaluate a vendor with structured analysis. 
/vendor-review <vendor name or proposal>
What you need to provide:
  • Vendor name
  • Context: new vendor evaluation, renewal decision, or comparison
  • Details: contract terms, pricing, proposal document, or current performance data
Example: 
/vendor-review Acme Cloud Services
Output includes:
  • Cost analysis (Year 1 and 3-year TCO)
  • Risk assessment matrix
  • Strengths and concerns
  • Recommendation (Proceed / Negotiate / Pass)
  • Negotiation leverage points

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/process-doc

Document a business process comprehensively. 
/process-doc <process name>
Example: 
/process-doc employee offboarding
Describe the process or walk through it. Get:
  • Complete SOP with flowchart
  • RACI matrix
  • Step-by-step procedures
  • Dependencies and timing

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/change-request

Create a change management request. 
/change-request
Describe the change. Get:
  • Impact analysis
  • Risk assessment
  • Rollback plan
  • Communication template ready for approval

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/capacity-plan

Plan resource capacity and utilization. 
/capacity-plan
Upload team data or describe your resources. Get:
  • Utilization analysis
  • Bottleneck identification
  • Headcount recommendations
  • Workload forecasting

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/status-report

Generate a leadership status report. 
/status-report
Pulls updates from connected tools (or asks for input) and generates:
  • Project updates
  • KPIs and metrics
  • Risks and issues
  • Next steps and action items

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/runbook

Create or update an operational runbook. 
/runbook <process name>
Example: 
/runbook monthly close process
Walk through the process once. Get a repeatable runbook with:
  • Checklists
  • Troubleshooting guides
  • Escalation paths

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Skills

Domain knowledge automatically applied when relevant:
SkillDescription
vendor-managementEvaluate, compare, and manage vendor relationships — contracts, performance, risk
process-optimizationAnalyze and improve business processes — identify bottlenecks, reduce waste, streamline workflows
change-managementPlan and execute organizational or technical changes — communication, training, adoption
risk-assessmentIdentify, assess, and mitigate operational risks — risk registers, impact analysis, controls
compliance-trackingTrack compliance requirements — audits, certifications, regulatory deadlines, policy adherence
resource-planningPlan and optimize resource allocation — capacity, utilization, forecasting, budget

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Example Workflows

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Evaluating a Vendor

/vendor-review
Provide the vendor name, contract details, or upload a proposal. Get a structured evaluation with:
  • Total cost of ownership analysis
  • Risk flags and mitigation strategies
  • Recommendation with reasoning

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Documenting a Process

/process-doc employee offboarding
Describe the process or walk through it. Receive:
  • Visual flowchart
  • RACI matrix showing who’s responsible
  • Detailed SOP
  • Checklist for each step

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Submitting a Change Request

/change-request
Describe the change you want to make. Get:
  • Impact analysis across systems and teams
  • Risk assessment with likelihood and severity
  • Detailed rollback plan
  • Communication template for stakeholders

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Planning Capacity

/capacity-plan
Upload team data or describe resources. Receive:
  • Current utilization analysis
  • Bottleneck identification
  • Headcount recommendations
  • Forecasting for next quarter

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Leadership Status Report

/status-report
Get a polished status report with:
  • Project health and progress
  • Key metrics and KPIs
  • Risk register with mitigation plans
  • Action items and owners

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Creating a Runbook

/runbook monthly close process
Walk through the process once. Get a documented runbook with:
  • Step-by-step instructions
  • Troubleshooting guide
  • Escalation procedures
  • Dependencies and timing

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Standalone + Supercharged

Every command works without integrations, but connecting your tools unlocks automatic data:
What You Can DoStandaloneSupercharged With
Vendor reviewsProvide details, upload proposalsProcurement, Knowledge base
Process documentationDescribe the processKnowledge base (existing docs)
Change requestsDescribe the changeITSM, Project tracker
Capacity planningUpload data, describe teamProject tracker (workload data)
Status reportsProvide updates manuallyProject tracker, Chat, Calendar
RunbooksWalk through the processKnowledge base, ITSM

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Connectors

The plugin uses placeholders like ~~ITSM and ~~project tracker for tool-agnostic workflows:
CategoryPlaceholderIncluded ServersOther Options
Calendar~~calendarGoogle CalendarMicrosoft 365
Chat~~chatSlackMicrosoft Teams
Email~~emailGmail, Microsoft 365—
ITSM~~ITSMServiceNowZendesk, Freshservice, Jira Service Management
Knowledge base~~knowledge baseNotion, Atlassian (Confluence)Guru, Coda
Project tracker~~project trackerAsana, Atlassian (Jira)Linear, monday.com, ClickUp
Procurement~~procurement—Coupa, SAP Ariba, Zip
Office suite~~office suiteMicrosoft 365Google Workspace

ITSM

ServiceNow or Zendesk for ticket management, change requests, and incident tracking

Project Tracker

Asana, Jira, or monday.com for project status, resource allocation, and task tracking

Knowledge Base

Notion or Confluence for process docs, runbooks, and policies

Chat

Slack or Teams for team coordination, approvals, and status updates

Procurement

Coupa or SAP Ariba for vendor contracts, spend history, and procurement workflows

Calendar

Google Calendar or Microsoft 365 for meeting scheduling and deadline tracking

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Settings

Create a local settings file at operations/.claude/settings.local.json to personalize: 
{
  "company": "Your Company",
  "team": "Operations",
  "reportingCadence": "weekly",
  "approvalChain": ["Manager", "Director", "VP"],
  "complianceFrameworks": ["SOC 2", "ISO 27001"],
  "fiscalYearStart": "January"
}
The plugin will ask you for this information interactively if it’s not configured.

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Tips

  1. Upload the proposal — For vendor reviews, upload the full proposal to extract pricing, terms, and SLAs automatically
  2. Compare vendors — Use “Compare Vendor A vs Vendor B” to get a side-by-side analysis
  3. Include current spend — For renewals, knowing what you pay now helps evaluate price changes
  4. Document once, use forever — Runbooks and process docs become templates for future work

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