@monoes/monomindcli 2.15.2 → 2.15.4

package/org-skills/senior-pm-playbook/assets/executive_report_template.md

@@ -0,0 +1,267 @@
+# Executive Portfolio Report Template
+
+**Reporting Period:** [Start Date] - [End Date]  
+**Report Date:** [Report Generation Date]  
+**Prepared By:** [Senior Project Manager Name]  
+**Distribution:** Executive Leadership Team, Board of Directors
+
+---
+
+## Executive Summary & Key Messages
+
+### Portfolio Health at a Glance
+- **Overall Portfolio Health:** 🟢 **GREEN** | 🟡 **AMBER** | 🔴 **RED**
+- **Total Active Projects:** [Number] projects, $[Total Budget]M investment
+- **Projects On-Track:** [Number]% | **At-Risk:** [Number]% | **Critical:** [Number]%
+- **This Quarter's Achievements:** [2-3 key wins with business impact]
+- **Critical Actions Needed:** [1-2 most urgent executive decisions required]
+
+### Strategic Impact Summary
+| Strategic Priority | Progress | Risk Level | Business Value Delivered |
+|--------------------|----------|------------|--------------------------|
+| [Priority 1] | [%] Complete | 🟢🟡🔴 | $[Value]M / [Key Metric] |
+| [Priority 2] | [%] Complete | 🟢🟡🔴 | $[Value]M / [Key Metric] |
+| [Priority 3] | [%] Complete | 🟢🟡🔴 | $[Value]M / [Key Metric] |
+
+---
+
+## Portfolio Dashboard & RAG Status
+
+### Current Portfolio Overview
+| Project Name | Priority | Status | Budget Health | Timeline | Risk Level | Business Value |
+|--------------|----------|---------|---------------|----------|------------|----------------|
+| [Project 1] | Critical | 🟢 | 📊 $[X]M / $[Y]M | [X]% | 🟢🟡🔴 | $[Value]M |
+| [Project 2] | High | 🟡 | 📊 $[X]M / $[Y]M | [X]% | 🟢🟡🔴 | $[Value]M |
+| [Project 3] | Medium | 🔴 | 📊 $[X]M / $[Y]M | [X]% | 🟢🟡🔴 | $[Value]M |
+
+### RAG Status Definitions
+- 🟢 **GREEN:** On-track for all success criteria (scope, time, budget, quality)
+- 🟡 **AMBER:** Minor deviations, manageable with standard mitigation actions
+- 🔴 **RED:** Significant issues requiring immediate executive intervention
+
+### Portfolio Trends (Last 6 Months)
+```
+🟢 Green Projects:  ████████░░ 75% → 80% (↗️ +5%)
+🟡 Amber Projects:  ████░░░░░░ 20% → 15% (↘️ -5%)
+🔴 Red Projects:    █░░░░░░░░░  5% →  5% (→ No Change)
+```
+
+---
+
+## Financial Performance
+
+### Budget Performance Summary
+| Metric | This Quarter | YTD | Variance | Forecast |
+|--------|--------------|-----|----------|----------|
+| **Total Portfolio Budget** | $[X]M | $[X]M | $[X]M ([±]%) | $[X]M |
+| **Actual Spend** | $[X]M | $[X]M | $[X]M ([±]%) | $[X]M |
+| **Committed/Forecast** | $[X]M | $[X]M | - | $[X]M |
+| **Available/Reserve** | $[X]M | $[X]M | - | $[X]M |
+
+### Investment by Strategic Category
+```
+Digital Transformation:  ████████████░ 60% ($[X]M)
+Operational Excellence:  ████████░░░░░ 25% ($[X]M)
+Market Expansion:        ████░░░░░░░░░ 15% ($[X]M)
+```
+
+### ROI & Value Realization
+- **Expected Portfolio ROI:** [X]% over [Y] years
+- **Value Already Delivered:** $[X]M ([X]% of total expected value)
+- **At-Risk Value:** $[X]M (due to delayed/troubled projects)
+- **Value Acceleration Opportunities:** $[X]M (with additional investment)
+
+---
+
+## Key Achievements This Period
+
+### Major Milestones Completed
+1. **[Project Name] - [Milestone]**
+   - **Business Impact:** [Quantified benefit - revenue, cost savings, efficiency]
+   - **Strategic Value:** [How this advances business objectives]
+   - **Stakeholder Impact:** [Customer, employee, operational improvements]
+
+2. **[Project Name] - [Milestone]**
+   - **Business Impact:** [Quantified benefit]
+   - **Strategic Value:** [Strategic advancement]
+   - **Stakeholder Impact:** [Stakeholder benefits]
+
+### Business Value Delivered
+- **Revenue Impact:** $[X]M additional revenue / [X]% growth
+- **Cost Reduction:** $[X]M annual savings / [X]% efficiency gain  
+- **Process Improvements:** [X]% faster processing / [X]% error reduction
+- **Customer Impact:** [X]% satisfaction increase / [X]K new customers
+- **Employee Impact:** [X]% productivity gain / [X] hours saved per week
+
+---
+
+## Critical Issues & Executive Decisions Needed
+
+### 🔴 RED ALERT - Immediate Action Required
+
+#### Issue 1: [Critical Issue Title]
+- **Project:** [Project Name]
+- **Business Impact:** [Revenue at risk, customer impact, competitive disadvantage]
+- **Root Cause:** [Primary cause - resource, technical, external]
+- **Options Available:**
+  1. [Option 1]: [Cost, timeline, risk implications]
+  2. [Option 2]: [Cost, timeline, risk implications]
+  3. [Option 3]: [Cost, timeline, risk implications]
+- **Recommended Action:** [Clear recommendation with rationale]
+- **Decision Needed By:** [Date]
+- **Decision Maker:** [Executive Name/Role]
+
+### 🟡 AMBER - Strategic Decisions Required
+
+#### Issue 2: [Strategic Issue Title]
+- **Context:** [Background and strategic importance]
+- **Decision Required:** [What needs to be decided and by when]
+- **Business Case:** [Financial and strategic implications]
+- **Recommendation:** [Proposed path forward]
+- **Dependencies:** [What else depends on this decision]
+
+### Resource & Investment Requests
+| Request | Project | Justification | Investment Required | Expected ROI | Decision Date |
+|---------|---------|---------------|-------------------|--------------|---------------|
+| [Request 1] | [Project] | [Business case] | $[Amount] | [ROI/Value] | [Date] |
+| [Request 2] | [Project] | [Business case] | $[Amount] | [ROI/Value] | [Date] |
+
+---
+
+## Risk & Opportunity Management
+
+### Top 5 Portfolio Risks
+| Risk | Probability | Business Impact | Mitigation Status | Owner | Action Required |
+|------|-------------|-----------------|-------------------|-------|-----------------|
+| [Risk 1] | [H/M/L] | $[X]M / [Strategic Impact] | 🟢🟡🔴 | [Owner] | [Action by Date] |
+| [Risk 2] | [H/M/L] | $[X]M / [Strategic Impact] | 🟢🟡🔴 | [Owner] | [Action by Date] |
+
+### Emerging Opportunities
+1. **[Opportunity Title]**
+   - **Business Potential:** [Revenue potential, strategic advantage]
+   - **Investment Required:** [Resources, budget, timeline]
+   - **Decision Timeline:** [When decision needed]
+
+### Risk Appetite & Tolerance
+- **Current Portfolio Risk Level:** [High/Medium/Low] vs Target [High/Medium/Low]
+- **Risk Concentration:** [Top risk categories and exposure levels]
+- **Mitigation Effectiveness:** [% of risks with active mitigation plans]
+
+---
+
+## Resource & Capacity Analysis
+
+### Team Health & Capacity
+| Department | Utilization | Critical Resources | Capacity Alerts |
+|------------|-------------|-------------------|-----------------|
+| Engineering | [X]% | [Number] at >95% | 🟢🟡🔴 |
+| Product | [X]% | [Number] at >95% | 🟢🟡🔴 |
+| Design | [X]% | [Number] at >95% | 🟢🟡🔴 |
+
+### Resource Conflicts & Bottlenecks
+- **Critical Resource Conflicts:** [Specific people/skills in high demand]
+- **Skill Gaps:** [Missing capabilities affecting multiple projects]
+- **Succession Risks:** [Key person dependencies and mitigation plans]
+
+### Capacity Planning
+- **Current Quarter Capacity:** [X]% utilized
+- **Next Quarter Outlook:** [Capacity vs demand analysis]
+- **Resource Investment Needs:** [Where additional resources needed most]
+
+---
+
+## Market & Competitive Intelligence
+
+### External Factors Impacting Portfolio
+- **Market Dynamics:** [Changes affecting project priorities or timelines]
+- **Competitive Moves:** [Competitor actions requiring portfolio adjustments]
+- **Regulatory Changes:** [Compliance requirements affecting projects]
+- **Technology Shifts:** [Emerging technologies creating opportunities/threats]
+
+### Strategic Positioning
+- **Competitive Advantage Progress:** [How projects advance market position]
+- **Market Entry Status:** [New markets, customer segments being accessed]
+- **Innovation Pipeline:** [Next-generation capabilities being developed]
+
+---
+
+## Forward Look & Recommendations
+
+### Next Quarter Priorities
+1. **Priority 1:** [Specific focus area with success metrics]
+2. **Priority 2:** [Specific focus area with success metrics]  
+3. **Priority 3:** [Specific focus area with success metrics]
+
+### Strategic Recommendations
+1. **[Recommendation 1]**
+   - **Rationale:** [Why this is important now]
+   - **Business Impact:** [Expected benefit]
+   - **Investment Required:** [Resources, budget, timeline]
+   - **Risk of Delay:** [Consequences of not acting]
+
+2. **[Recommendation 2]**
+   - [Same format as above]
+
+### Portfolio Optimization Opportunities
+- **Resource Reallocation:** [Moving resources between projects for better ROI]
+- **Scope Adjustments:** [Projects where scope could be modified for faster value]
+- **Timeline Acceleration:** [Projects where additional investment could accelerate delivery]
+- **Strategic Pivots:** [Projects that should be redirected based on market changes]
+
+---
+
+## Key Performance Indicators
+
+### Portfolio Health Metrics
+| KPI | This Period | Previous Period | YTD | Target | Trend |
+|-----|-------------|-----------------|-----|---------|-------|
+| **On-Time Delivery %** | [X]% | [X]% | [X]% | [X]% | ↗️↘️→ |
+| **Budget Variance %** | [±X]% | [±X]% | [±X]% | <[X]% | ↗️↘️→ |
+| **Quality Score** | [X]/10 | [X]/10 | [X]/10 | >[X] | ↗️↘️→ |
+| **Stakeholder Satisfaction** | [X]/10 | [X]/10 | [X]/10 | >[X] | ↗️↘️→ |
+| **ROI Achievement** | [X]% | [X]% | [X]% | [X]% | ↗️↘️→ |
+
+### Business Impact Metrics  
+| Metric | Current | Target | Gap | Notes |
+|--------|---------|---------|-----|-------|
+| **Revenue Impact** | $[X]M | $[X]M | $[X]M | [Commentary] |
+| **Cost Savings** | $[X]M | $[X]M | $[X]M | [Commentary] |
+| **Process Efficiency** | [X]% | [X]% | [X]% | [Commentary] |
+| **Customer Satisfaction** | [X]/10 | [X]/10 | [X] | [Commentary] |
+
+---
+
+## Appendix
+
+### A. Detailed Project Status Reports
+[Link to individual project detailed reports]
+
+### B. Financial Deep-Dive
+[Detailed budget analysis, variance explanations]
+
+### C. Risk Register
+[Complete risk register with full details]
+
+### D. Resource Allocation Matrix
+[Detailed resource assignments and utilization]
+
+### E. Stakeholder Feedback Summary
+[Key feedback themes from stakeholder surveys/interviews]
+
+---
+
+**Report Prepared By:**
+[Senior Project Manager Name]  
+[Title]  
+[Email] | [Phone]
+
+**Quality Assurance:**
+[PMO Director Name] - Reviewed and Approved  
+[Date of Approval]
+
+**Next Report Due:** [Date]  
+**Special Topics Next Period:** [Preview of upcoming focus areas]
+
+---
+
+*This report contains confidential business information. Distribution limited to authorized executives only.*

package/org-skills/senior-pm-playbook/assets/project_charter_template.md

@@ -0,0 +1,274 @@
+# Project Charter Template
+
+**Project Name:** [Project Name]  
+**Project ID:** [Unique Identifier]  
+**Prepared By:** [Project Manager Name]  
+**Date:** [Charter Date]  
+**Version:** [Version Number]  
+
+---
+
+## Executive Summary
+
+**One-sentence Project Description:**
+[Clear, concise statement of what the project will deliver and its primary value]
+
+**Strategic Alignment:**
+- Business Objective: [Link to specific business goal/OKR]
+- Strategic Priority: [High/Medium/Low with justification]
+- Portfolio Fit: [How this project fits within broader portfolio strategy]
+
+---
+
+## Project Definition
+
+### Project Purpose & Business Case
+
+**Problem Statement:**
+[Clear articulation of the business problem or opportunity this project addresses]
+
+**Business Justification:**
+- Financial Impact: [ROI, NPV, cost savings, revenue impact]
+- Strategic Benefits: [Market position, competitive advantage, capability building]
+- Risk of NOT Doing: [Consequences of maintaining status quo]
+
+**Expected Business Value:**
+- Quantified Benefits: [Specific metrics and targets]
+- Qualitative Benefits: [Brand, customer satisfaction, employee engagement]
+- Success Metrics: [How success will be measured]
+
+### Scope Definition
+
+**In Scope:**
+- [Specific deliverable 1 with acceptance criteria]
+- [Specific deliverable 2 with acceptance criteria]
+- [Specific deliverable 3 with acceptance criteria]
+
+**Out of Scope:**
+- [Explicitly excluded item 1 - prevents scope creep]
+- [Explicitly excluded item 2 - prevents scope creep]
+- [Future phases or features deferred]
+
+**Key Deliverables:**
+| Deliverable | Description | Acceptance Criteria | Due Date |
+|-------------|-------------|-------------------|----------|
+| [Name] | [Description] | [Measurable criteria] | [Date] |
+| [Name] | [Description] | [Measurable criteria] | [Date] |
+
+---
+
+## Success Criteria
+
+### Primary Success Criteria
+1. **[Criterion 1]:** [Specific, measurable outcome with target value]
+2. **[Criterion 2]:** [Specific, measurable outcome with target value]
+3. **[Criterion 3]:** [Specific, measurable outcome with target value]
+
+### Key Performance Indicators (KPIs)
+| KPI | Baseline | Target | Measurement Method | Review Frequency |
+|-----|----------|--------|-------------------|------------------|
+| [KPI Name] | [Current State] | [Desired State] | [How Measured] | [When Reviewed] |
+
+### Quality Gates
+- **Gate 1:** [Milestone] - [Quality criteria that must be met]
+- **Gate 2:** [Milestone] - [Quality criteria that must be met]
+- **Gate 3:** [Milestone] - [Quality criteria that must be met]
+
+---
+
+## Project Organization & RACI
+
+### Steering Committee
+| Role | Name | Responsibilities |
+|------|------|-----------------|
+| Executive Sponsor | [Name] | Final accountability, funding authority, strategic alignment |
+| Business Owner | [Name] | Business requirements, user acceptance, benefits realization |
+| Technical Owner | [Name] | Technical architecture, standards compliance, technical risk |
+
+### Core Project Team
+| Role | Name | RACI Key | Responsibilities |
+|------|------|----------|-----------------|
+| Project Manager | [Name] | A | Overall project delivery, timeline, budget, risk management |
+| Product Owner | [Name] | R | Requirements definition, backlog prioritization, user stories |
+| Technical Lead | [Name] | R | Technical design, code quality, technical decision-making |
+| QA Lead | [Name] | R | Test strategy, quality assurance, defect management |
+| UI/UX Designer | [Name] | R | User experience design, interface design, usability |
+
+### Extended Stakeholders
+| Stakeholder Group | Representative | Interest Level | Influence Level | Communication Needs |
+|-------------------|----------------|----------------|-----------------|-------------------|
+| [Department/Group] | [Name] | [High/Medium/Low] | [High/Medium/Low] | [Frequency and method] |
+
+### RACI Matrix - Key Decisions
+| Decision/Activity | Project Manager | Product Owner | Tech Lead | QA Lead | Sponsor |
+|-------------------|-----------------|---------------|-----------|---------|---------|
+| Requirements approval | A | R | C | C | I |
+| Technical architecture | A | C | R | C | I |
+| Go-live decision | A | C | C | C | R |
+| Scope changes | A | R | C | C | R |
+
+**RACI Legend:** R=Responsible, A=Accountable, C=Consulted, I=Informed
+
+---
+
+## Timeline & Milestones
+
+### High-Level Timeline
+| Phase | Start Date | End Date | Key Deliverables | Dependencies |
+|-------|------------|----------|-----------------|--------------|
+| Discovery | [Date] | [Date] | Requirements, Architecture | [Dependencies] |
+| Development | [Date] | [Date] | Core Features, Testing | [Dependencies] |
+| Testing | [Date] | [Date] | QA Sign-off, UAT | [Dependencies] |
+| Deployment | [Date] | [Date] | Production Release | [Dependencies] |
+
+### Critical Path Milestones
+1. **[Milestone 1]:** [Date] - [Deliverable and significance]
+2. **[Milestone 2]:** [Date] - [Deliverable and significance]
+3. **[Milestone 3]:** [Date] - [Deliverable and significance]
+
+### Dependencies & Constraints
+**External Dependencies:**
+- [Dependency 1]: [Description, owner, required date]
+- [Dependency 2]: [Description, owner, required date]
+
+**Resource Constraints:**
+- [Constraint 1]: [Description and mitigation plan]
+- [Constraint 2]: [Description and mitigation plan]
+
+---
+
+## Budget & Resources
+
+### Budget Summary
+| Category | Planned Budget | Contingency | Total Authorized |
+|----------|----------------|-------------|------------------|
+| Personnel | $[Amount] | $[Amount] | $[Amount] |
+| Software/Licenses | $[Amount] | $[Amount] | $[Amount] |
+| Hardware/Infrastructure | $[Amount] | $[Amount] | $[Amount] |
+| External Services | $[Amount] | $[Amount] | $[Amount] |
+| **Total** | **$[Total]** | **$[Total]** | **$[Total]** |
+
+### Resource Requirements
+| Role | FTE Required | Duration | Skills Required | Availability |
+|------|--------------|----------|----------------|--------------|
+| [Role] | [FTE] | [Months] | [Key Skills] | [Confirmed/TBD] |
+
+### Funding & Financial Management
+- **Funding Source:** [Department/Budget code]
+- **Budget Authority:** [Who can approve expenditures]
+- **Financial Reporting:** [Frequency and format of budget reports]
+- **Change Control:** [Process for budget change requests]
+
+---
+
+## Risk Management
+
+### High-Level Risk Assessment
+| Risk Category | Probability | Impact | Risk Score | Mitigation Strategy |
+|---------------|-------------|--------|------------|-------------------|
+| Technical | [H/M/L] | [H/M/L] | [1-25] | [High-level strategy] |
+| Resource | [H/M/L] | [H/M/L] | [1-25] | [High-level strategy] |
+| Schedule | [H/M/L] | [H/M/L] | [1-25] | [High-level strategy] |
+| Business | [H/M/L] | [H/M/L] | [1-25] | [High-level strategy] |
+
+### Top 5 Project Risks
+1. **[Risk Title]:** [Description, impact, probability, mitigation plan]
+2. **[Risk Title]:** [Description, impact, probability, mitigation plan]
+3. **[Risk Title]:** [Description, impact, probability, mitigation plan]
+4. **[Risk Title]:** [Description, impact, probability, mitigation plan]
+5. **[Risk Title]:** [Description, impact, probability, mitigation plan]
+
+### Risk Management Process
+- **Risk Identification:** [How risks will be identified and by whom]
+- **Risk Assessment:** [Methodology for probability/impact scoring]
+- **Risk Response:** [Strategies - avoid, mitigate, transfer, accept]
+- **Risk Monitoring:** [Review frequency and reporting process]
+
+---
+
+## Communication & Governance
+
+### Communication Plan
+| Audience | Information Needs | Format | Frequency | Owner |
+|----------|------------------|--------|-----------|-------|
+| Executive Sponsors | Status, risks, decisions needed | Dashboard + Meeting | Weekly | PM |
+| Steering Committee | Progress, issues, change requests | Report + Meeting | Bi-weekly | PM |
+| Project Team | Tasks, blockers, technical updates | Standup + Slack | Daily | Tech Lead |
+| Stakeholders | Feature progress, testing needs | Newsletter | Bi-weekly | PO |
+
+### Decision-Making Framework
+- **Decision Types:** [Operational, tactical, strategic classifications]
+- **Decision Rights:** [Who makes what decisions at what levels]
+- **Escalation Path:** [When and how to escalate decisions upward]
+- **Decision Log:** [How decisions will be recorded and communicated]
+
+### Change Control Process
+1. **Change Request:** [How changes are requested and documented]
+2. **Impact Assessment:** [Analysis of scope, time, cost, quality impacts]
+3. **Approval Authority:** [Who can approve different types/sizes of changes]
+4. **Implementation:** [How approved changes are implemented and communicated]
+
+---
+
+## Quality Management
+
+### Quality Standards & Requirements
+- **Technical Standards:** [Coding standards, security requirements, performance criteria]
+- **Business Standards:** [Acceptance criteria, usability requirements, accessibility]
+- **Process Standards:** [Development methodology, testing approach, documentation]
+
+### Quality Assurance Plan
+- **Code Reviews:** [Process, criteria, tools]
+- **Testing Strategy:** [Unit, integration, system, user acceptance testing]
+- **Quality Gates:** [Go/no-go criteria at each phase]
+- **Defect Management:** [Bug tracking, severity classification, resolution process]
+
+---
+
+## Assumptions & Constraints
+
+### Key Assumptions
+- [Assumption 1 about resources, technology, or business environment]
+- [Assumption 2 about stakeholder availability or external dependencies]
+- [Assumption 3 about market conditions or regulatory environment]
+
+### Project Constraints
+- **Time Constraints:** [Fixed deadlines, seasonal considerations]
+- **Budget Constraints:** [Funding limitations, cost restrictions]
+- **Resource Constraints:** [Team size limits, skill availability]
+- **Technical Constraints:** [System limitations, technology choices]
+- **Regulatory Constraints:** [Compliance requirements, approval processes]
+
+---
+
+## Approval & Sign-off
+
+### Charter Approval
+| Role | Name | Signature | Date |
+|------|------|-----------|------|
+| Executive Sponsor | [Name] | _________________ | [Date] |
+| Business Owner | [Name] | _________________ | [Date] |
+| Project Manager | [Name] | _________________ | [Date] |
+| Technical Owner | [Name] | _________________ | [Date] |
+
+### Project Authorization
+By signing this charter, the undersigned acknowledge they have reviewed and approve:
+- Project scope, objectives, and success criteria
+- Resource allocation and budget authorization
+- Timeline and milestone commitments
+- Risk acceptance and mitigation strategies
+- Communication and governance processes
+
+**Next Steps:**
+1. Distribute approved charter to all stakeholders
+2. Schedule project kick-off meeting
+3. Begin detailed planning and team formation
+4. Establish project tracking and reporting mechanisms
+
+---
+
+**Document Control:**
+- **Template Version:** 2.1
+- **Last Updated:** [Date]
+- **Next Review:** [Date]
+- **Document Owner:** Project Management Office