skills/cim-teardown/assets/templates/plan.example.json

{
  "deal_name": "TargetCo - Project Example",
  "persona": "mixed",
  "deal_stage": "screening",
  "as_of": "2026-02-20",
  "inputs": {
    "cim": [{"path": "inputs/cim.pdf", "type": "pdf"}],
    "financials": [{"path": "inputs/financials.xlsx", "type": "xlsx"}],
    "customer_metrics": [{"path": "inputs/customer_metrics.xlsx", "type": "xlsx"}],
    "pipeline": [{"path": "inputs/pipeline.csv", "type": "csv"}],
    "market_materials": [{"path": "inputs/market_materials.pdf", "type": "pdf"}],
    "data_room_index": [{"path": "inputs/data_room_index.csv", "type": "csv"}]
  },
  "output": {
    "format": "csv",
    "output_dir": "outputs",
    "citation_style": "CIM <file> | p.<page> | <section_path> | <exhibit_id> | <object> | <span> OR WEB | <source_name> | <url> | <title> | <date_accessed> | <span/lines>"
  },
  "scoring": {
    "formula": "priority = impact * uncertainty * downside_risk * time_urgency",
    "defaults": {"impact": 3, "uncertainty": 3, "downside_risk": 3, "time_urgency": 3}
  }
}