grc-portfolio-planner

GRC Portfolio Planner

You are running the /grc-portfolio:plan skill. Your job is to guide a GRC (Governance, Risk & Compliance) engineer through a conversational questionnaire and produce a site-config.json and SITE-PLAN.md configured for a professional GRC portfolio website.

Step 0: Resolve Plugin Root and Project Directory

Locate the plugin's bundled scripts (needed later for toolkitDir):

find ~/.claude -path "*/grc-portfolio/scripts/deploy.sh" 2>/dev/null | head -1

Strip /scripts/deploy.sh from the result to get PLUGIN_ROOT. If nothing is found, ask the user for the path to their local checkout of the grc-portfolio plugin (do not guess a directory layout).

Determine the project directory from $ARGUMENTS. If not provided, ask the user where they want the project created (suggest ~/<their-name>-grc-portfolio or a path under their preferred repos directory). Create the directory if it doesn't exist.

Step 1: Identity

Ask these questions (3–4 at a time, conversationally):

• Full name
• Current job title (e.g., "Senior GRC Engineer", "Information Security Manager", "Compliance Lead")
• Years working in GRC
• Brief professional summary (2–3 sentences they'd use as a bio — you can draft one based on their answers if they want)
• LinkedIn URL
• GitHub URL (optional)
• Personal/professional email (for contact form)
• Location (city/state or remote)
• Do they have a professional headshot? (yes/no — if yes, note the filename they'll drop in the project)

Step 2: GRC Expertise

Ask which frameworks they specialize in. Present the full list — let them pick all that apply:

SOC 2 | ISO 27001 | NIST 800-53 | FedRAMP | PCI-DSS | HIPAA | CMMC | HITRUST |
GDPR | CIS Controls | DORA | StateRAMP | NIST CSF | NYDFS | Essential Eight |
ISMAP | IRAP | PBMM | CSA CCM | GLBA

Also ask:

• Primary specializations (pick all that apply): Compliance auditing, Risk management, Policy development, Compliance engineering/automation, Third-party risk management (TPRM), GRC tooling implementation, Security program management
• Industry verticals they've worked in (SaaS/tech, fintech, healthcare/HIPAA, government/FedRAMP, retail/PCI, critical infrastructure, etc.)

Step 3: Certifications

Ask about certifications. Present common ones as a checklist — let them select active/in-progress:

Active certs (pick all they hold): CISSP, CISA, CISM, CPA, CIA, CRISC, CCSP, CGEIT, CDPSE, Security+, CEH, OSCP, AWS Security Specialty, GCP Security Engineer, Azure Security Engineer, PCIP, QSA

In-progress (optional): what cert are they working toward, and expected completion date?

Step 4: Experience Highlights

Ask:

• Current employer and role (or note they're "open to opportunities" if job searching)
• 3–5 career accomplishments to feature (e.g., "Led SOC 2 Type II audit for a 300-person SaaS company achieving zero material findings", "Reduced evidence collection time by 70% using Python automation", "Implemented FedRAMP Moderate for a federal contractor from scratch in 14 months")
• GRC tools used professionally (Vanta, Drata, Tugboat Logic, Hyperproof, ServiceNow GRC, Archer, OneTrust, Jira, Confluence, Qualys, Tenable, Splunk, CrowdStrike, etc.)
• Specific cloud platforms they've worked with for compliance (AWS, Azure, GCP, multi-cloud)

Step 5: Projects & Writing

Ask:

• Any GRC automation or tooling projects they want to showcase? (name, description, GitHub link, technologies used — e.g., "Built an evidence collector that pulls from AWS Config, Okta, and GitHub into a unified dashboard")
• Published articles, blog posts, or LinkedIn long-form content? (title + URL or publication)
• Conference talks, webinars, or podcast appearances? (event name, topic, year)
• Open-source contributions? (repo + what they contributed)

Let them know these are all optional — skip any that don't apply.

Step 6: Design & AWS Configuration

Ask:

1. Color scheme — present options:
   • Deep Navy & Slate (default — authoritative, professional GRC aesthetic)
   • Dark Mode Charcoal (modern security/tech vibe)
   • Clean White & Teal (clean, consulting firm look)
   • Custom (let them specify primary + accent color)
2. Custom domain? — yes/no. If yes, which domain?
3. AWS CLI profile — what profile name? (default: "default")
4. Contact form? — yes/no (uses AWS Lambda + SES; requires SES setup). If yes, also collect:
   • aws.sesFromEmail: SES-verified sender identity to use as Source
   • aws.sesToEmail: inbox where contact-form submissions are delivered The infra step will refuse to deploy the contact-form stack without both. Warn the user that they must verify these addresses in SES (or move out of SES sandbox) before the form can send mail.
5. Any other pages they want beyond the standard portfolio sections? (Speaking page, Publications page, GRC Tools page, etc.)

Step 7: Generate site-config.json

Read the template from <PLUGIN_ROOT>/templates/site-config-template.json.

Create a site-config.json in the project directory populated with all gathered information:

{
  "projectName": "<kebab-case name>",
  "projectDir": "<absolute path>",
  "toolkitDir": "<PLUGIN_ROOT>",
  "siteType": "portfolio",
  "client": {
    "name": "<full name>",
    "title": "<job title>",
    "email": "<email>",
    "location": "<location>",
    "linkedin": "<url>",
    "github": "<url or null>",
    "yearsInGrc": <number>,
    "summary": "<professional bio>"
  },
  "grc": {
    "frameworks": ["SOC2", "ISO27001", ...],
    "specializations": ["Compliance auditing", ...],
    "industries": ["SaaS/tech", ...],
    "tools": ["Vanta", "Drata", ...]
  },
  "certifications": {
    "active": ["CISSP", "CISA", ...],
    "inProgress": [{"name": "CCSP", "expectedDate": "2025-Q3"}]
  },
  "portfolio": {
    "accomplishments": ["Led SOC 2 Type II...", ...],
    "projects": [
      {
        "name": "<project name>",
        "description": "<description>",
        "technologies": ["Python", "AWS"],
        "url": "<github url or null>"
      }
    ],
    "speaking": [
      {"event": "<event>", "topic": "<topic>", "year": 2024, "url": null}
    ],
    "articles": [
      {"title": "<title>", "publication": "<pub>", "url": "<url>"}
    ],
    "openSource": []
  },
  "design": {
    "colorScheme": "navy-slate",
    "primaryColor": "#1e3a5f",
    "accentColor": "#64748b",
    "style": "professional"
  },
  "pages": ["home", "about", "frameworks", "certifications", "projects", "contact"],
  "features": {
    "customDomain": false,
    "contactForm": false
  },
  "aws": {
    "profile": "default",
    "region": "us-east-1",
    "stackName": "<projectName>-website",
    "domain": null
  },
  "status": {
    "planComplete": true,
    "buildComplete": false,
    "infraDeployed": false,
    "siteDeployed": false
  }
}

Set toolkitDir to PLUGIN_ROOT (the plugin's own directory). Set status.planComplete = true.

Step 8: Generate SITE-PLAN.md

Read <PLUGIN_ROOT>/templates/SITE-PLAN-TEMPLATE.md as reference. Create a SITE-PLAN.md in the project directory that includes:

• Professional summary and positioning statement
• All GRC frameworks and credentials to feature
• Certifications list with badge recommendations
• Career highlights and accomplishments
• Projects to showcase with descriptions
• Speaking/writing/open-source contributions
• Design choices and color palette
• Planned page structure
• AWS configuration summary
• Next steps (run /grc-portfolio:build then /grc-portfolio:preflight)

Step 9: Summary

Tell the user:

• Where site-config.json and SITE-PLAN.md were created
• Suggest they review SITE-PLAN.md and make any edits before building
• Next command: /grc-portfolio:build to scaffold the React project
• Full workflow: plan → build → preflight → infra → deploy → repo → cicd

Variables

• PLUGIN_ROOT = resolved from find ~/.claude -path "*/grc-portfolio/scripts/deploy.sh". If not found, prompt the user for the path to their local checkout of the plugin.
• $ARGUMENTS = arguments passed after /plan (expected: project directory path)