Agent skill

Iterate Refinement Notes

by product-on-purpose in product-on-purpose/pm-skills

Documents backlog refinement session outcomes including stories refined, estimates, questions raised, and decisions made.

Apache-2.0Auto-check passedProduct & Project Management

Install Iterate Refinement Notes

skills CLI
$ npx skills add product-on-purpose/pm-skills --skill iterate-refinement-notes -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install product-on-purpose/pm-skills iterate-refinement-notes --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/product-on-purpose/pm-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/iterate-refinement-notes .claude/skills/iterate-refinement-notes && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
iterate-refinement-notes
GitHub stars
716
Token cost
~855 tokens
SKILL.md length
388 words
Files
5 (incl. references)
Skills in repo
68
Repo updated
First seen
Licence
Apache-2.0

At a glance

Documents backlog refinement session outcomes including stories refined, estimates, questions raised, and decisions made.

  • Works in 7 steps: Record Session Metadata → List Stories Discussed → Document Questions Raised → …
  • Tasks that involve Sprint planning and agile
  • SKILL.md covers When to Use, When NOT to Use, Instructions and Output Format, plus 2 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Iterate Refinement Notes is an agent skill from product-on-purpose/pm-skills. Documents backlog refinement session outcomes including stories refined, estimates, questions raised, and decisions made. Use during or after refinement to capture the results and share with absent team members.

Its SKILL.md is about 860 tokens, which your agent loads only when the skill is triggered. The skill folder holds 6 other files, including reference files (for example `HISTORY.md`, `evals/trigger-fixtures.json` and `references/EXAMPLE.md`).

It sits in Product & Project Management, covering Sprint planning and agile. The repository describes itself as: 68 plug-and-play, best-practice product management skills for AI agents: 30 Triple Diamond phase + 11 foundation + 12 utility + 15 tool (Foundation Sprint + Design Sprint). Plus… The licence is Apache-2.0.

When your agent uses it

  • Tasks that involve Sprint planning and agile

Example prompts

  • “Use the iterate-refinement-notes skill to document backlog refinement session outcomes including stories refined, estimates, questions raised, and…”
  • “/iterate-refinement-notes”

Workflow steps

7 steps, taken from the first numbered list in SKILL.md.

  1. Record Session Metadata
  2. List Stories Discussed
  3. Document Questions Raised
  4. Capture Decisions Made
  5. Note Action Items
  6. Flag Blocked Stories
  7. Plan Next Session

What it can do on your machine

Read from SKILL.md and the folder at commit 1cef1a9. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Iterate Refinement Notes loads about 855 tokens when it runs, and up to ~3.6k if it reads all its reference files. Until then it costs about 59 tokens; SKILL.md has 388 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~59
When it runs · the whole SKILL.md, loaded when a task matches
~855
With references · SKILL.md plus every file in references/, read only if the agent opens them
~3.6k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from product-on-purpose/pm-skills at commit 1cef1a9, republished under its Apache-2.0 licence (© product-on-purpose). 388 words, ~855 tokens.

Download SKILL.mdSave it as .claude/skills/iterate-refinement-notes/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.
name
iterate-refinement-notes
description
Documents backlog refinement session outcomes including stories refined, estimates, questions raised, and decisions made. Use during or after refinement to capture the results and share with absent team members.
license
Apache-2.0
metadata.phase
iterate
metadata.version
2.1.0
metadata.updated
2026-06-10
metadata.category
coordination
metadata.frameworks
triple-diamond, lean-startup, design-thinking
metadata.author
product-on-purpose
<!-- PM-Skills | https://github.com/product-on-purpose/pm-skills | Apache 2.0 -->

Refinement Notes

Refinement notes capture the outcomes of backlog refinement (grooming) sessions.what was discussed, what was estimated, and what decisions were made. They serve as a quick reference for team members who missed the session and a historical record of how stories evolved from idea to ready-for-sprint.

When to Use

  • During refinement sessions to capture decisions in real-time
  • After refinement to share outcomes with absent team members
  • When onboarding new team members to explain backlog context
  • Before sprint planning to review what's been refined
  • When stories need re-refinement due to time elapsed

When NOT to Use

  • You need the stories themselves written -> use deliver-user-stories
  • You need a general meeting summary, not a backlog-refinement record -> use foundation-meeting-recap
  • You are running the retrospective ceremony -> use iterate-retrospective
  • Refined stories need their failure scenarios enumerated -> use deliver-edge-cases

Instructions

When asked to document refinement notes, follow these steps:

  1. Record Session Metadata Note the date, attendees, and duration. This helps track who was part of decisions and when discussions happened.

  2. List Stories Discussed For each story, capture the outcome: estimated points, refined status, key discussion points, and any modifications made to the original scope.

  3. Document Questions Raised Questions that couldn't be answered in the session need owners and due dates. Don't let them disappear.they often block sprint planning.

  4. Capture Decisions Made Record any scope decisions, technical approaches agreed upon, or priority changes. These decisions are valuable context that gets lost without documentation.

  5. Note Action Items Any follow-up work needed before stories are sprint-ready: mockups to create, technical spikes to run, stakeholders to consult.

  6. Flag Blocked Stories Clearly identify stories that can't proceed until blockers are resolved. Include what the blocker is and who owns resolution.

  7. Plan Next Session Note what should be refined next and any preparation needed.

Show full SKILL.md (89 more words)Show less

Output Format

Use the template in references/TEMPLATE.md to structure the output. Complete notes fill every template section: Session Info; Summary; Stories Refined; Stories Summary Table; Questions Raised; Decisions Made; Action Items; Blocked Stories; Parking Lot; and Next Session.

Quality Checklist

Before finalizing, verify:

  • All discussed stories have outcomes recorded
  • Open questions have owners assigned
  • Decisions are captured with enough context
  • Blocked stories are clearly flagged
  • A reader who missed the session can tell each story's outcome and what happens next without asking

Examples

See references/EXAMPLE.md for a completed example.

© product-on-purpose, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 4 other files (references) in skills/iterate-refinement-notes of product-on-purpose/pm-skills.

  • SKILL.md
  • HISTORY.md
  • evals/trigger-fixtures.json
  • references/EXAMPLE.md
  • references/TEMPLATE.md

Open the folder on GitHubat commit 1cef1a9

Compare with similar skills

Iterate Refinement Notes next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Iterate Refinement Notes compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Iterate Refinement Notes this skillproduct-on-purpose/pm-skills716—~855Automated safety check: PassApache-2.0
Convex Create Componentspokvulcan/poker-planning1148 repos~2.6kAutomated safety check: PassMIT
Convex Migration Helperspokvulcan/poker-planning1148 repos~1.4kAutomated safety check: PassMIT
Agile Product Owneralirezarezvani/claude-skills28k3 repos~3.2kAutomated safety check: PassMIT
Convex Performance Auditspokvulcan/poker-planning1147 repos~1.9kAutomated safety check: PassMIT
Walking Skeleton Roadmap Scopingprime-radiant-inc/iterative-development181—~1.7kAutomated safety check: PassApache-2.0

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Questions about Iterate Refinement Notes

What does Iterate Refinement Notes do?

Documents backlog refinement session outcomes including stories refined, estimates, questions raised, and decisions made. Iterate Refinement Notes is an agent skill from product-on-purpose/pm-skills. Documents backlog refinement session outcomes including stories refined, estimates, questions raised, and decisions made.

When should I use Iterate Refinement Notes?

Iterate Refinement Notes fits situations like: tasks that involve Sprint planning and agile.

How do I install Iterate Refinement Notes in Claude Code?

Run `npx skills add product-on-purpose/pm-skills --skill iterate-refinement-notes -a claude-code`. Or copy the skill folder (skills/iterate-refinement-notes in product-on-purpose/pm-skills) into .claude/skills/iterate-refinement-notes in your project. Claude Code loads it when a task matches its description.

How do I install Iterate Refinement Notes in Codex?

Run `npx skills add product-on-purpose/pm-skills --skill iterate-refinement-notes -a codex`. Or copy the skill folder (skills/iterate-refinement-notes in product-on-purpose/pm-skills) into .agents/skills/iterate-refinement-notes in your project. Codex loads it when a task matches its description.

Can I use Iterate Refinement Notes in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add product-on-purpose/pm-skills --skill iterate-refinement-notes -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/iterate-refinement-notes, .gemini/skills/iterate-refinement-notes, .github/skills/iterate-refinement-notes and .opencode/skills/iterate-refinement-notes in your project.

What does Iterate Refinement Notes need to run?

SKILL.md names no scripts, command-line tools or credentials: Iterate Refinement Notes is instructions for the agent only.

Does Iterate Refinement Notes access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Iterate Refinement Notes safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Iterate Refinement Notes use?

Iterate Refinement Notes is published under the Apache-2.0 licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Iterate Refinement Notes use?

About 855 tokens (SKILL.md is roughly 3.4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 2.8k tokens, read only when the agent opens those files.

What are the alternatives to Iterate Refinement Notes?

Skills that share tags, products or a category with Iterate Refinement Notes: Convex Create Component (spokvulcan/poker-planning, 114 stars), Convex Migration Helper (spokvulcan/poker-planning, 114 stars), Agile Product Owner (alirezarezvani/claude-skills, 28k stars) and Convex Performance Audit (spokvulcan/poker-planning, 114 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Iterate Refinement Notes?

product-on-purpose (a GitHub organization) maintains it in product-on-purpose/pm-skills, which has 716 GitHub stars. The repository holds 68 skills in this directory. The repository was last updated on October 8, 2026.

Source: product-on-purpose/pm-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.