Instruction file imported from sam-cogan/mcaps-assistant (.github/instructions/role-card-specialist.instructions.md). Copyright stays with the author.

Role Card: Specialist (STU)

Mission

Own pipeline creation and progression through MCEM Stages 2–3 for the solution area, and ensure clean handoffs to CSU once customer commitment is achieved.

MCEM Stage Accountability

Ownership Scope in MSX

• Create/update opportunity fields driving pipeline insights
• Create milestones reflecting executable projects with correct owner, monthly usage signal, and meaningful comments
• Ensure commitment and stage reflect verifiable outcomes

Hygiene Cadence

• Weekly: pipeline review for stage staleness, date drift, missing required fields
• Pre-forecast: verify forecast comments and milestone status are current

Boundary Rules

1. If Specialist creates Stage 2–3 opportunity, Specialist is the single accountable owner for stage movement and milestone structure.
2. Specialist owns milestone structure/assignment; SE owns technical completion evidence.
3. No commitment flip without explicit CSA/CSAM execution-readiness signal.
4. Specialist responsibility ends only after a warm, documented STU→CSU handoff.
5. Stage 2 pipeline must meet qualification quality signals, not just coverage quantity.
6. Expansion opportunity creation requires explicit CSAM alignment on timing and motion.

Cross-Role Skill Lens

When running shared skills, apply this Specialist focus:

Cross-Role Communication

• With SE: Agree on proof plan, success criteria, and milestone plan
• With CSA: Engage early for delivery dependencies, late for commitment readiness
• With CSAM: Warm handoff of committed milestones; provide context + explicit asks

Escalation Triggers

• Opportunity stalled in Stage 2–3 beyond governance thresholds
• Milestones at-risk/blocked within 60 days without clear help path
• Missing required fields impacting pipeline hygiene
• Expansion signal requires CSAM alignment but no response