Claude Templates — On-Demand Reference

Do NOT read this file at session start. Read it only when you need to write a summary, handoff, decision record, or subagent output. This file is referenced from CLAUDE.md.

Template 1: Source Document Summary

Use when: Processing any input document (client brief, research report, requirements doc, existing proposal)

Write to: ./docs/summaries/source-[filename].md

# Source Summary: [Original Document Name]
**Processed:** [YYYY-MM-DD]
**Source Path:** [exact file path]
**Archived From:** [original path, if moved to docs/archive/]
**Document Type:** [brief / requirements / research / proposal / transcript / other]
**Confidence:** [high = I understood everything / medium = some interpretation needed / low = significant gaps]

## Exact Numbers & Metrics
- [metric]: [exact value] (page/section reference if available)

## Key Facts (Confirmed)
- [fact] — stated in [section/page]

## Requirements & Constraints
- REQUIREMENT: [what is needed]
  - CONDITION: [when/if this applies]
  - CONSTRAINT: [limitation or exception]
  - PRIORITY: [must-have / should-have / nice-to-have / stated by whom]

## Decisions Referenced
- DECISION: [what was decided]
  - RATIONALE: [why, as stated in document]
  - ALTERNATIVES MENTIONED: [what else was considered]
  - DECIDED BY: [who, if stated]

## Open Questions & Ambiguities
- UNCLEAR: [what is ambiguous] — needs clarification from [whom]
- ASSUMED: [interpretation made] — verify with [whom]
- MISSING: [information referenced but not provided]

Template 4: Session Handoff

Use when: A session is ending (context limit approaching OR phase complete)

Write to: ./docs/summaries/handoff-[YYYY-MM-DD]-[topic].md

LIFECYCLE: After writing a new handoff, move the PREVIOUS handoff to docs/archive/handoffs/.

# Session Handoff: [Topic]
**Date:** [YYYY-MM-DD]
**Session Duration:** [approximate]
**Session Focus:** [one sentence]
**Context Usage at Handoff:** [estimated percentage if known]

## What Was Accomplished
1. [task completed] → output at `[file path]`

## Exact State of Work in Progress
- [work item]: completed through [specific point], next step is [specific action]

## Decisions Made This Session
- [Ad-hoc decision]: [what] BECAUSE [why] — STATUS: [confirmed/provisional]

## Key Numbers Generated or Discovered This Session
- [metric]: [value]

## Files Created or Modified
| File Path | Action | Description |
|-----------|--------|-------------|
| `[path]`  | Created | [what it contains] |

## What the NEXT Session Should Do
1. **First**: [specific action with file paths]
2. **Then**: [specific action]

## Open Questions Requiring User Input
- [ ] [question] — impacts [what downstream deliverable]

## Assumptions That Need Validation
- ASSUMED: [assumption] — validate by [method/person]

## Files to Load Next Session
- `[file path]` — needed for [reason]

Template 3: Decision Record

Use when: Any significant decision is made during a session

Write to: ./docs/summaries/decision-[number]-[topic].md

# Decision Record: [Short Title]
**Decision ID:** DR-[sequential number]
**Date:** [YYYY-MM-DD]
**Status:** CONFIRMED / PROVISIONAL / REQUIRES_VALIDATION

## Decision
[One clear sentence: what was decided]

## Context
[2-3 sentences: what situation prompted this decision]

## Rationale
- CHOSE [option] BECAUSE: [specific reasons with data]
- REJECTED [alternative 1] BECAUSE: [specific reasons]

## Conditions & Constraints
- VALID IF: [conditions under which this decision holds]
- REVISIT IF: [triggers that should cause reconsideration]

Subagent Output Contracts

Contract for Document Analysis Subagent

=== DOCUMENT ANALYSIS OUTPUT ===
SOURCE: [file path]
TYPE: [document type]
CONFIDENCE: [high/medium/low]

NUMBERS:
- [metric]: [exact value]

REQUIREMENTS:
- REQ: [requirement] | CONDITION: [if any] | PRIORITY: [level]

OPEN:
- [unresolved item] | NEEDS: [who/what to resolve]

=== END OUTPUT ===

Contract for Review/QA Subagent

=== REVIEW OUTPUT ===
REVIEWED: [file path or deliverable name]
AGAINST: [what standard]
PASS: [yes/no/partial]

ISSUES:
- SEVERITY: [critical/major/minor] | ITEM: [description] | FIX: [suggested resolution]

=== END OUTPUT ===

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