Refresh

The reason this kit exists. Portfolios are cheap to build and expensive to keep true — people build one, host it, and let it rot. This skill keeps it alive: every time the user ships something, changes roles, or a fact moves, it folds the change in correctly and on-voice, and flags likely-confidential details.

Use it as a recurring habit, not a one-time task.

Before you start

If CLAUDE.md is missing or isn't a # Portfolio Profile, stop: this isn't a portfolio folder. Point the user to setup in a new, empty folder. Read CLAUDE.md for Voice Profile, Contact, Source Material, and Privacy. Read the current portfolio content — the page (site/index.html) and the case studies (case-studies/) — so you know what already exists before changing anything. Also read ANONYMIZATION-LEDGER.md (if present) so you know exactly what was masked, where, and the original values — never rely on memory for this.

Process

1. Find out what changed

Ask what's new. Common cases:

• Shipped something — a new project, launch, talk, article, release
• Role/fact changed — new title, new company, updated numbers
• Something became public — a client or project that was previously hidden is now in a press release, case study, or announcement
• Something should come down — outdated, no longer representative

2. Locate where it lands

Read the existing portfolio and find the affected section. Don't append blindly — decide whether this is a new entry, an edit to an existing one, or a replacement.

3. Apply the right move

• New work → run it through the story-adapter flow (STAR + built-in sensitivity scan, saved to case-studies/), then add it to the page.
• Changed fact → find every place it appears (CLAUDE.md, case-studies/, site/index.html including its title and meta tags) and update consistently. Grep for the old value so nothing stale is left behind.
• Became public → the one people forget: loosen the anonymization. Look the item up in ANONYMIZATION-LEDGER.md — it records the original value and exactly where it was hidden. Restore the original at that location, then search CLAUDE.md (## Hero, ## About), site/index.html and case-studies/ for its exact "In portfolio as" text — the page carries copies of the stand-in. Restore the hits in that story's case study and its work item; show any other hit to the user before changing it (the stand-in may be generic wording used elsewhere). Note the public source as proof it's safe, and mark the ledger row Revealed with the date. If the item is listed under CLAUDE.md → Privacy → Never name, remove it there and add it under OK to name (confirm first; leave "Never name: none" if the list empties) — otherwise assemble and story-adapter will mask it again. This is the entire reason the ledger exists: reversal you can trust instead of reversal you half-remember.
• Take down → remove its work item from site/index.html and delete its case-studies/ file (ask first — no other copy is kept). Grep CLAUDE.md (## Hero, ## About), site/index.html (title and meta included) and case-studies/ for its title and key facts, and fix every hit. In source/ files, don't delete the user's raw words — mark the passage "(retired [date] — don't reuse)". Set its ledger rows' Status to Retired (still never shown). Voice Profile sample lines can stay — they show how the user writes and are never published.

4. Keep it on-voice and safe

Anything new or rewritten gets checked against the Voice Profile (sound like them) and run through the sensitivity rules (no colleague names, NDA details, exact confidential metrics, unreleased products). Both checks are built in — never skip them just because it's "only an update." Use the same confident defaults as story-adapter — keep public employers, generalize clients, ratios for metrics, remove unreleased/colleague/NDA — presented as recommendations the user can accept wholesale, not expert calls they must make. Anything you newly mask here gets its own row in the ledger with Status Masked — if the ledger doesn't exist, create it with the title # Anonymization Ledger — PRIVATE, never publish and columns | # | Original | In portfolio as | Where | Reason | Reveal when | Status |.

5. Show the diff

Summarize exactly what changed:

"Updated: added [project] to Work, changed title to [new], restored [client] name (now public per [source]). Voice: matched. PII: nothing flagged — skim it once before publishing."

If the page changed and CLAUDE.md lists a Live site, add: "Re-upload the site/ folder to [host] so the live page matches — on Netlify, use your site's Deploys tab so the URL stays the same." If it says "not yet", say the page in site/ is ready to publish whenever they are — and if they've already put it online themselves, to re-upload site/ so it matches (and share the URL so it's noted).

6. Set the cadence

Close by reinforcing the habit:

"Re-run refresh whenever you ship, change roles, or something goes public. That's what keeps this from going stale like every other portfolio."

Why this matters

A static copy of a portfolio is a depreciating asset — it's wrong within months. A maintained one compounds. This skill is the difference, and it's the thing a copied template can never give someone.