The Allocation Desk
Skills · Subagent · Command · PDF
.claude/the-allocation-desk/zip
skills/06
├ bet-memo
├ budget-challenge
├ capacity-ledger
├ portfolio-review
├ reallocation-review
├ stop-doing-list
agents/01
├ budget-reader
commands/01
├ /stop
FIELD-GUIDE.pdf9pp
English
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Built for Claude first, our recommended agent. Skills follow the open Agent Skills standard (SKILL.md), so they also run in any agent that reads it; subagents and slash commands are Claude Code formats.
The Allocation Desk
Where the money moves, or the strategy did not happen
six skills·one subagent·one command·9-page guide
Your agent puts last year's spend next to this year's stated bets, scores the work that should stop, and names who loses the resource before anyone agrees to a new priority.
Executive summary
- The problem
- Most budgets are last year's lines renewed, so a new priority gets announced without anyone naming what it displaces. The work that should have stopped keeps its people, and the new bet is starved from the day it is agreed.
- What it does
- reallocation-review sets two years of spend against the stated bets, /stop scores active work against four kill criteria, capacity-ledger names the people a new priority takes, and budget-reader never estimates a missing figure.
- Why take it
- A strategy that moves no money did not happen. This shows where the money and the people actually went, and lets you defend what you stopped.
For founders and department heads who own a budget and have to say what stops.
In the first week you will
- 01Run reallocation-review on two years of spend and find the lines that were renewed rather than allocated
- 02Sort your active work with /stop into double, keep, starve deliberately or stop, each with a closure note
- 03Build the capacity-ledger and name the work a new priority displaces, by person, before you agree to it
Contents of the Kit
- 01Six installable agent skills: reallocation-review, stop-doing-list, bet-memo, capacity-ledger, budget-challenge, portfolio-review
- 02The budget-reader subagent: reads a budget export and reports which lines moved, which did not, and which cannot be compared. Read-only, and it never estimates a missing figure
- 03A /stop slash command that opens a stop review on whatever list of work follows it
- 04The four kill criteria as a scoring pass, with the buckets (double, keep, starve deliberately, stop), the floor you set, and the closure note with its reversal trigger
- 05Blank templates for the bet memo and the quarterly stop review
- 06A 9-page Field Guide on allocation as the executive lever, and plugin manifest included
One skill, as it ships
SKILL.md
reallocation-review
- Use when
- Use when a budget cycle opens, when a leader asks whether the budget matches the strategy, when someone says "it is last year plus three percent", or before a reallocation target is set. Every figure comes from the user; nothing is estimated.
- Requires
- Spend by category for at least two periods · This year's stated priorities or bets
- Will not
- Never estimate, interpolate or annualise a figure · Never classify a line as run, grow or bet · Never cite an external benchmark, industry average or research finding
- Returns
- Reallocation review: {unit} · {base period} to {comparison period}
One of six skills in the kit · All of them install the same way
The contents, in full · six skills, one subagent, one command
- 01reallocation-reviewLast year's spend against this year's bets: the movement between categories line by line, the share of discretionary resource sitting behind your stated top three, and the lines whose only stated justification is last year's number. Ends with the newcomer test, the doubling test and the sacrifice test, each answered or marked unanswered.
- 02stop-doing-listThe four kill criteria (maps to no capability, would not be approved today, shows correlation rather than mechanism, is starved below the viability line) applied to a list of active work, scored independently of the owners. Sorted into double, keep, starve deliberately and stop, with the freed resource traced to where it goes.
- 03bet-memoOne bet, funded as a bet: the size, the horizon, the stage gate, the evidence the next stage is bought with, and the signal that kills it, written before the money moves. Refuses to produce a gate that has a review date but no threshold.
- 04capacity-ledgerYour roster and your active work in, a ledger out: who is on what, in person-days, what is uncommitted, and, for a proposed new priority, the named work it displaces and the named people it takes. No new priority is absorbed into slack that was never measured.
- 05budget-challengeThe questions a budget owner must answer before a line is renewed: what evidence set the current level, what changes at half and at double, what the line would cost to restart if stopped, and what it would have to show to be approved today. Returns the questions, the owner's answers where supplied, and the gaps.
- 06portfolio-reviewThe quarter's bets on one page: tier, resource, stage, the gate and threshold each was funded against, status, and the decision due with an owner and a date, plus everything stopped since the last review with the resource traced.
- 07budget-reader (subagent)Reads a budget or spend export and reports which lines moved, by how much, which did not move at all, and which cannot be compared because the categories changed. It reads and reports; it never estimates a missing figure and never renames a line to make two years match.
- 08/stopOpens a stop review on whatever list of work follows it, scoring every line against the four kill criteria and marking a line with no stated resource rather than dropping it.
Think Like a CEO draws one line harder than any other: a plan allocates resources in a known world, a strategy makes choices in an uncertain one, and a budget built without a prior strategy extrapolates the past. Its test is one sentence: can you say what you will not work on even though it is profitable. The Allocation Desk applies that test to the one artefact that cannot lie about your priorities. Nothing here scores a strategy; the Executive Desk does that. This kit works one level lower, on the ledger, and every figure in it comes from your export, your roster or your confirmation.
Pairs with
Think Like a CEO supplies the position: strategy as a series of renunciations, and the monthly rhythm that identifies one thing to stop. The Executive Desk decides and writes the decision down; the Allocation Desk decides what the decision costs and who loses the resource.
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01Do I need Claude Code?
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02I am not a programmer.
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03Will it work in my agent?
Skills follow the open Agent Skills standard (SKILL.md), so any agent that reads it can run them. Built for Claude first, our recommended agent.
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The Allocation Desk, $12.
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