Team Setup with Cloud

AI-SHIPR runs on local files. Claude Code reads from a folder on your machine — which means every team member needs access to the same files from their own computer.

A shared, organisation-owned cloud drive (not personal storage) is the right tool because it mounts at a consistent path on every machine. All members see the same folder structure at the same relative path — so Claude's file references work identically for everyone.

Personal storage does not work — it includes the username or company name in the path, which differs per machine.

The entire system works conflict-free as long as one rule holds:

Cloud drive permissions (Viewer / read-only on vp/shared/) enforce this technically. But communicating it explicitly to the team matters too — the structure should be understood, not just imposed.

Google Shared Drive (not a personal Drive) is the right tool because it mounts at a consistent path on every machine via Google Drive for Desktop. All members see the same folder structure at the same relative path — so Claude's file references work identically for everyone.

Personal Google Drive does not work for this — it includes the username in the path, which differs per machine.

• 1
  Create the Shared Drive In Google Drive, click Shared drives in the left sidebar → New → name it AI-SHIPR-ORG (or your company name). This creates the organization-owned root.
• 2
  Download and install Google Drive for Desktop Download from drive.google.com/drive/download. Install, sign in with your Google Workspace account. The Shared Drive will appear on your machine as a mounted drive.
• 3
  Create the VP folder and download AI-SHIPR Inside the Shared Drive, create a vp/ folder. Download your AI-SHIPR zip, extract it into vp/. This is your complete AI-SHIPR instance.
• 4
  Create the shared/ subfolder Inside vp/, create a folder called shared/. This is the global layer. Create these files inside it: Vision.md, Strategy.md, OKRs.md, Strategic-Bets.md, Portfolio-Roadmap.md, Constraints.md. Fill them in with your organization's current strategy.
• 5
  Enable Lead Mode in Settings.md Open vp/Settings.md and set: team_mode: lead This activates the Portfolio-Strategist and Team-Manager agents.
• 6
  Add the team reading instruction to CLAUDE.md At the top of the Session Start Protocol in vp/CLAUDE.md, add: Before reading local files, read all PM folders under ../pm-*/S-Strategy/ for portfolio context. Then read shared/ for global strategy.
• 7
  Open Claude Code from your VP folder In Terminal (Mac) or Command Prompt (Windows), navigate to your VP folder and launch Claude: Mac: cd ~/Google\ Drive/Shared\ drives/AI-SHIPR-ORG/vp && claude Windows: cd "G:\Shared drives\AI-SHIPR-ORG\vp" && claude

• 1
  Accept the Shared Drive invitation The VP invites each PM to the Shared Drive with the right permissions (see Section 05). Accept the invitation — the AI-SHIPR-ORG drive will appear in your Google Drive.
• 2
  Download and install Google Drive for Desktop Download from drive.google.com/drive/download. Install and sign in. The Shared Drive will mount automatically on your machine.
• 3
  Locate your personal folder on the mounted drive Your folder already exists — the VP created it for you. Navigate to it: Mac: ~/Google Drive/Shared drives/AI-SHIPR-ORG/pm-[yourname]/ Windows: G:\Shared drives\AI-SHIPR-ORG\pm-[yourname]\
• 4
  Download AI-SHIPR and extract it into your folder The VP will send you the AI-SHIPR zip. Extract it into your pm-[yourname]/ folder. Do not extract it anywhere else — the relative paths in CLAUDE.md depend on being inside the Shared Drive structure.
• 5
  Add the global strategy reading instruction to your CLAUDE.md At the top of the Session Start Protocol in your CLAUDE.md, add this line before the local file reads: Before reading local files, read ../vp/shared/ for org-level strategy, OKRs, and portfolio direction. These take precedence over individual product decisions.
• 6
  Set team_mode to individual in Settings.md Open your Settings.md and confirm: team_mode: individual This keeps the lead-mode agents (Portfolio-Strategist, Team-Manager) inactive for PMs.
• 7
  Fill in your Setup Worksheet and run Populate Strategy Open Setup-Worksheet.md in your folder and answer the questions about your product. Then in Claude Code, run: Run Populate Strategy based on the Setup Worksheet I filled in Claude will generate your product strategy files, automatically aligned with the org-level strategy it read from ../vp/shared/.
• 8
  Open Claude Code from your PM folder to work Mac: cd ~/Google\ Drive/Shared\ drives/AI-SHIPR-ORG/pm-[yourname] && claude Windows: cd "G:\Shared drives\AI-SHIPR-ORG\pm-[yourname]" && claude Always launch Claude Code from your own folder — not from the root or another PM's folder.

If your organisation runs on Microsoft 365, use SharePoint instead of Google Shared Drive — not OneDrive personal. OneDrive personal has the same path problem as Google My Drive. SharePoint is organisation-owned, shared across the team, and mounts locally through the OneDrive sync client that is already installed on most Windows machines.

• 1
  Create a SharePoint Team Site In Microsoft 365, go to SharePoint → + Create site → Team site. Name it AI-SHIPR-ORG (or your company name). This creates the organisation-owned root, equivalent to a Google Shared Drive.
• 2
  Create the folder structure in the Documents library Inside the site's Documents library, create the vp/ folder and all pm-[name]/ folders. Extract the AI-SHIPR zip into vp/. Create the vp/shared/ subfolder and fill in the strategy files.
• 3
  Sync to your local machine In SharePoint, open the Documents library → click Sync. The OneDrive app opens and begins syncing the site to your machine. The folder appears in Finder / File Explorer under OneDrive – [Company Name].
• 4
  Set permissions In SharePoint, right-click each folder → Share → set View / Edit access per role. The VP has Edit on all. Each PM has Edit on their own folder only, View on vp/shared/.
• 5
  Enable Lead Mode and open Claude Code Open vp/Settings.md, set team_mode: lead. Then launch Claude from your VP folder: Mac: cd ~/OneDrive\ -\ [Company]/AI-SHIPR-ORG/vp && claude Windows: cd "C:\Users\[you]\OneDrive - [Company]\AI-SHIPR-ORG\vp" && claude

• 1
  Accept the SharePoint site invitation The VP invites each PM to the SharePoint site via email. Accept the invitation — the site becomes accessible in your Microsoft 365 account.
• 2
  Install OneDrive (Mac only — already built into Windows) On Mac, download OneDrive from the App Store or from microsoft.com/onedrive. Sign in with your Microsoft 365 account.
• 3
  Sync the SharePoint folder to your machine Open the SharePoint site in the browser → Documents → click Sync. The folder syncs locally and appears under OneDrive – [Company Name].
• 4
  Navigate to your PM folder and extract AI-SHIPR Mac: ~/OneDrive - [Company]/AI-SHIPR-ORG/pm-[yourname]/ Windows: C:\Users\[you]\OneDrive - [Company]\AI-SHIPR-ORG\pm-[yourname]\ Extract the AI-SHIPR zip into this folder. Update CLAUDE.md and Settings.md exactly as in the Google Drive guide (PM Setup, Steps 5–6) — the instructions are identical.
• 5
  Open Claude Code from your PM folder Mac: cd ~/OneDrive\ -\ [Company]/AI-SHIPR-ORG/pm-[yourname] && claude Windows: cd "C:\Users\[you]\OneDrive - [Company]\AI-SHIPR-ORG\pm-[yourname]" && claude

Confluence is a wiki and documentation platform, not a file system. Unlike Google Drive or SharePoint, it does not mount as a local folder on your machine — so Claude Code cannot read Confluence pages directly as local files.

The right approach is a hybrid model: Confluence serves as your team's living documentation layer — strategy pages, decisions, retrospectives — while AI-SHIPR's local files remain the source that Claude Code reads. The two stay in sync through a simple export step.

• 1
  Create the Confluence Space In Confluence, click Spaces → Create space → Blank space. Name it AI-SHIPR (or your product org name). Set it as a team space so it is visible to all invited members.
• 2
  Create the Shared Strategy section Under the space home, create a parent page called Shared Strategy. Under it, create child pages: Vision, Strategy, OKRs, Strategic Bets, Portfolio Roadmap, Constraints. Fill them in with your current strategy content.
• 3
  Create a local drive alongside Confluence Set up your AI-SHIPR local folder using Google Drive, SharePoint, or a local path as described in Sections 2–3. Confluence does not replace the local files — it is the human-readable companion. Paste the strategy content from Confluence into the corresponding .md files in vp/shared/.
• 4
  Add a sync reminder to your workflow At the top of vp/CLAUDE.md, add a note so Claude reminds you: After updating any file in vp/shared/, remind me to update the corresponding Confluence page in the Shared Strategy section.
• 5
  Invite the team Go to Space Settings → Permissions. Add each PM with View access to the full space. Individual page-level restrictions (below) will limit write access to the right sections.

• 1
  Accept the space invitation The VP invites each PM to the Confluence space. Accept — the AI-SHIPR space will appear in your Confluence sidebar under Spaces.
• 2
  Read the Shared Strategy pages Navigate to Shared Strategy and read Vision, OKRs, and Constraints before starting any planning work. These are the same documents Claude reads from ../vp/shared/ — Confluence is the human layer for the same content.
• 3
  Create your PM Workspace section Under PM Workspaces, create a parent page with your name (e.g., PM Alice). Create child pages that mirror your AI-SHIPR folders: Strategy, Initiatives, Hypotheses, Decisions. Keep these in sync with your local .md files.
• 4
  Set up your local AI-SHIPR folder Follow the Google Drive or SharePoint PM setup (Sections 2–3) to get your local folder running. Confluence is the companion layer — Claude Code reads from the local files, not from Confluence.
• 5
  Sync key outputs back to Confluence When Claude generates significant output — a strategy doc, a decisions summary, a roadmap — paste the result into the corresponding Confluence page. This keeps Confluence useful for stakeholders who do not use Claude Code.