okhp3-as-is-process-capture

OverKill Hill P³ · overkillhill.com · github.com/OKHP3

Purpose

Capture and normalise the current-state (as-is) process into a structured YAML artifact. The as-is record uses stable act-NNN step identifiers that persist across revisions, making gap analysis and change tracking tractable.

When to use this skill

• User describes how a process runs today and wants it documented before redesign
• You need a baseline artifact before running process-gap-and-exception-analysis
• PIR exists but steps lack stable IDs — normalise them with scripts/assign-step-ids.mjs
• User imports existing process notes, SOPs, or procedure documents for structuring

When NOT to use this skill

• No PIR exists — run process-intake-and-scope first to establish scope and boundaries
• User wants to design a future state only — skip to future-state-and-change-strategy
• Do not include aspirational or proposed changes in the as-is record

Capture Workflow

Step 1 — Import and triage

Identify the source: natural language description, bullet list, existing SOP document, or flowchart image. Determine if a PIR already exists. If not, run process-intake-and-scope first.

Step 2 — Extract and sequence steps

Parse all process steps in the order they occur. Each step must have:

• A single imperative action statement (IEEE 29148)
• An identified actor or role
• Entry criteria (what triggers this step)
• Exit criteria (what signals completion)

Step 3 — Assign stable IDs

Run scripts/assign-step-ids.mjs to assign act-001, act-002, … identifiers. IDs are:

• Sequential within each process
• Prefixed act- for activities, gw- for gateways, evt- for events
• Stable — once assigned, they do not change even if steps are reordered

Step 4 — Identify current-state gaps

Flag steps that are:

• Undocumented ("we just know to do it")
• Person-dependent ("only Alice knows this part")
• Inconsistently executed ("sometimes we skip this")
• Missing a named actor

Tag these with capture_quality: low | medium | high.

Step 5 — Record as-is metadata

Document:

• captured_date — when this baseline was recorded
• capture_method — interview | document-review | observation | workshop
• process_version — current version of the process if known (default "1.0-baseline")
• baseline_status — draft | reviewed | approved

Output Schema

The as-is-process.yaml contains:

• process_id — matches PIR process_id
• baseline_status — draft | reviewed | approved
• captured_date, capture_method, process_version
• steps[] — each with id, description, actor_role_id, entry_criteria, exit_criteria, capture_quality, systems[], notes
• identified_gaps[] — steps or sections with low capture quality or person-dependency
• open_questions[] — unresolved items from the capture session

Handoff Instruction

Pass as-is-process.yaml to process-gap-and-exception-analysis to identify deviations, exception paths, and improvement opportunities.

Also pass pir.yaml to process-narrative-authoring when the as-is record is reviewed and approved.

References

Load on demand:

• references/as-is-capture-rules.md — step ID conventions, capture quality taxonomy, and baseline metadata rules

Scripts

• scripts/assign-step-ids.mjs — normalises a step list into stable act-NNN / gw-NNN / evt-NNN identifiers

Assets

• assets/fixtures/as-is-process-example.yaml — canonical as-is capture for purchase-approval baseline

About

Built by Jamie Hill · OverKill Hill P³ Published at github.com/OKHP3 Part of the OKHP3/skillz Agent Skill library. MIT License -- free to use, fork, and adapt. A nod to the source is appreciated.