agentic-team-templates 0.19.0 → 0.20.0

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Files changed (35) hide show
  1. package/package.json +1 -1
  2. package/src/index.js +20 -0
  3. package/src/index.test.js +4 -0
  4. package/templates/business/project-manager/.cursor/rules/overview.md +94 -0
  5. package/templates/business/project-manager/.cursor/rules/reporting.md +259 -0
  6. package/templates/business/project-manager/.cursor/rules/risk-management.md +255 -0
  7. package/templates/business/project-manager/.cursor/rules/scheduling.md +251 -0
  8. package/templates/business/project-manager/.cursor/rules/scope-management.md +227 -0
  9. package/templates/business/project-manager/.cursor/rules/stakeholder-management.md +254 -0
  10. package/templates/business/project-manager/CLAUDE.md +540 -0
  11. package/templates/business/supply-chain/.cursor/rules/cost-modeling.md +380 -0
  12. package/templates/business/supply-chain/.cursor/rules/demand-forecasting.md +285 -0
  13. package/templates/business/supply-chain/.cursor/rules/inventory-management.md +200 -0
  14. package/templates/business/supply-chain/.cursor/rules/logistics.md +296 -0
  15. package/templates/business/supply-chain/.cursor/rules/overview.md +102 -0
  16. package/templates/business/supply-chain/.cursor/rules/supplier-evaluation.md +298 -0
  17. package/templates/business/supply-chain/CLAUDE.md +590 -0
  18. package/templates/professional/executive-assistant/.cursor/rules/calendar.md +120 -0
  19. package/templates/professional/executive-assistant/.cursor/rules/confidentiality.md +81 -0
  20. package/templates/professional/executive-assistant/.cursor/rules/email.md +77 -0
  21. package/templates/professional/executive-assistant/.cursor/rules/meetings.md +107 -0
  22. package/templates/professional/executive-assistant/.cursor/rules/overview.md +96 -0
  23. package/templates/professional/executive-assistant/.cursor/rules/prioritization.md +105 -0
  24. package/templates/professional/executive-assistant/.cursor/rules/stakeholder-management.md +90 -0
  25. package/templates/professional/executive-assistant/.cursor/rules/travel.md +115 -0
  26. package/templates/professional/executive-assistant/CLAUDE.md +620 -0
  27. package/templates/professional/grant-writer/.cursor/rules/budgets.md +106 -0
  28. package/templates/professional/grant-writer/.cursor/rules/compliance.md +99 -0
  29. package/templates/professional/grant-writer/.cursor/rules/funding-research.md +80 -0
  30. package/templates/professional/grant-writer/.cursor/rules/narrative.md +135 -0
  31. package/templates/professional/grant-writer/.cursor/rules/overview.md +63 -0
  32. package/templates/professional/grant-writer/.cursor/rules/post-award.md +105 -0
  33. package/templates/professional/grant-writer/.cursor/rules/review-criteria.md +120 -0
  34. package/templates/professional/grant-writer/.cursor/rules/sustainability.md +110 -0
  35. package/templates/professional/grant-writer/CLAUDE.md +577 -0
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
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  "name": "agentic-team-templates",
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- "version": "0.19.0",
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+ "version": "0.20.0",
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  "description": "AI coding assistant templates for Cursor IDE. Pre-configured rules and guidelines that help AI assistants write better code. - use at your own risk",
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  "keywords": [
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  "cursor",
package/src/index.js CHANGED
@@ -75,11 +75,21 @@ const TEMPLATES = {
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  description: 'World-class pedagogy with evidence-based teaching, learning retention, gamification, and assessment design',
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  rules: ['accessibility.md', 'assessment.md', 'curriculum.md', 'engagement.md', 'instructional-design.md', 'overview.md', 'retention.md']
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  },
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+ 'executive-assistant': {
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+ category: 'professional',
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+ description: 'Executive support with calendar optimization, communication management, meeting coordination, and priority triage',
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+ rules: ['calendar.md', 'confidentiality.md', 'email.md', 'meetings.md', 'overview.md', 'prioritization.md', 'stakeholder-management.md', 'travel.md']
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+ },
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  'fullstack': {
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  category: 'engineering',
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  description: 'Full-stack web applications (Next.js, Nuxt, SvelteKit, Remix)',
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  rules: ['api-contracts.md', 'architecture.md', 'overview.md', 'shared-types.md', 'testing.md']
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  },
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+ 'grant-writer': {
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+ category: 'professional',
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+ description: 'Grant writing with proposal development, budget justification, compliance management, and post-award stewardship',
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+ rules: ['budgets.md', 'compliance.md', 'funding-research.md', 'narrative.md', 'overview.md', 'post-award.md', 'review-criteria.md', 'sustainability.md']
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+ },
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  'golang-expert': {
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  category: 'languages',
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  description: 'Principal-level Go engineering (concurrency, stdlib, production patterns, testing)',
@@ -120,6 +130,11 @@ const TEMPLATES = {
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  description: 'Product management with customer-centric discovery, prioritization, and execution',
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  rules: ['communication.md', 'discovery.md', 'metrics.md', 'overview.md', 'prioritization.md', 'requirements.md']
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  },
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+ 'project-manager': {
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+ category: 'business',
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+ description: 'Project management with WBS planning, risk management, status reporting, and change control',
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+ rules: ['overview.md', 'reporting.md', 'risk-management.md', 'scheduling.md', 'scope-management.md', 'stakeholder-management.md']
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+ },
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  'python-expert': {
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  category: 'languages',
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  description: 'Principal-level Python engineering (type system, async, testing, FastAPI, Django)',
@@ -135,6 +150,11 @@ const TEMPLATES = {
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  description: 'Principal-level Rust engineering (ownership, concurrency, unsafe, traits, async)',
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  rules: ['concurrency.md', 'ecosystem-and-tooling.md', 'error-handling.md', 'overview.md', 'ownership-and-borrowing.md', 'performance-and-unsafe.md', 'testing.md', 'traits-and-generics.md']
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  },
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+ 'supply-chain': {
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+ category: 'business',
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+ description: 'Supply chain management with inventory optimization, demand forecasting, supplier evaluation, and logistics',
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+ rules: ['cost-modeling.md', 'demand-forecasting.md', 'inventory-management.md', 'logistics.md', 'overview.md', 'supplier-evaluation.md']
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+ },
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  'swift-expert': {
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  category: 'languages',
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  description: 'Principal-level Swift engineering (concurrency, SwiftUI, protocols, testing, Apple platforms)',
package/src/index.test.js CHANGED
@@ -87,8 +87,10 @@ describe('Constants', () => {
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  'devops-sre',
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  'documentation',
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  'educator',
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+ 'executive-assistant',
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  'fullstack',
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  'golang-expert',
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+ 'grant-writer',
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  'java-expert',
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  'javascript-expert',
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  'kotlin-expert',
@@ -96,9 +98,11 @@ describe('Constants', () => {
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  'mobile',
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  'platform-engineering',
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  'product-manager',
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+ 'project-manager',
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  'python-expert',
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  'qa-engineering',
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  'rust-expert',
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+ 'supply-chain',
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  'swift-expert',
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  'testing',
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  'utility-agent',
@@ -0,0 +1,94 @@
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+ # Project Management
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+
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+ Principal-level guidelines for disciplined project planning and execution.
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+
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+ ## Scope
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+
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+ This ruleset applies to:
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+
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+ - Project initiation and charter development
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+ - Scope management and WBS creation
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+ - Risk and issue tracking (RAID logs)
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+ - Schedule planning and critical path management
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+ - Team coordination and resource allocation
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+ - Status reporting and dashboards
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+ - Change control processes
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+ - Lessons learned and project closure
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+
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+ ## Core Philosophy
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+
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+ **Projects succeed through disciplined planning, transparent communication, and rigorous scope control.** Every project artifact should trace back to the charter's objectives and success criteria.
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+
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+ ## Fundamental Principles
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+
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+ ### 1. Plan Before Executing
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+
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+ Invest time in upfront planning. A well-decomposed WBS prevents scope creep and estimation failures downstream.
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+
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+ ```markdown
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+ Wrong: "Let's just start building and figure it out as we go"
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+ Right: "Let's decompose the scope into work packages before we estimate or schedule"
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+ ```
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+
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+ ### 2. Guard the Baseline
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+
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+ Once the scope, schedule, and budget baselines are set, all changes go through formal change control. No exceptions.
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+
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+ ### 3. Risks Are Managed, Not Ignored
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+
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+ Identify risks early, assess them objectively, plan responses, and track them weekly. A risk register is a living document.
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+
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+ ### 4. Communicate Relentlessly
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+
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+ Stakeholder misalignment is the most common cause of project failure. Over-communicate status, risks, and decisions.
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+
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+ ### 5. Measure Progress Objectively
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+
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+ Use earned value metrics and milestone tracking, not gut feelings, to assess project health.
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+
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+ ## Project Structure
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+
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+ ```text
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+ project/
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+ ├── initiation/
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+ │ ├── charter.md # Project charter
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+ │ ├── stakeholder-register.md # Stakeholder analysis
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+ │ └── business-case.md # Justification
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+ ├── planning/
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+ │ ├── wbs.md # Work breakdown structure
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+ │ ├── schedule.md # Timeline and milestones
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+ │ ├── raci.md # Responsibility matrix
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+ │ ├── risk-register.md # Risk register
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+ │ ├── communication-plan.md # Stakeholder comms plan
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+ │ └── change-control.md # Change management process
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+ ├── execution/
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+ │ ├── status-reports/ # Weekly status reports
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+ │ ├── meeting-notes/ # Meeting minutes
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+ │ └── deliverables/ # Work products
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+ ├── monitoring/
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+ │ ├── raid-log.md # Risks, assumptions, issues, dependencies
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+ │ ├── change-requests/ # Formal change requests
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+ │ └── dashboards/ # Project dashboards
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+ └── closure/
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+ ├── lessons-learned.md # Retrospective findings
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+ ├── final-report.md # Project closure report
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+ └── archive/ # Archived documentation
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+ ```
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+
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+ ## Decision Framework
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+
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+ When evaluating any project decision:
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+
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+ 1. **Scope Impact**: Does this change the project baseline?
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+ 2. **Risk Exposure**: Does this introduce or increase risk?
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+ 3. **Stakeholder Alignment**: Have affected parties been consulted?
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+ 4. **Resource Availability**: Do we have the capacity to execute?
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+ 5. **Trade-off Transparency**: What are we giving up to do this?
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+
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+ ## Communication Standards
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+
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+ - Lead status reports with the overall RAG status
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+ - Quantify impacts (days delayed, dollars at risk) rather than using vague language
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+ - Escalate early with proposed solutions, not just problems
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+ - Document all decisions with rationale and participants
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+ - Tailor communication depth to audience (executives get summaries, teams get details)
@@ -0,0 +1,259 @@
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+ # Status Reporting
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+
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+ Guidelines for transparent, actionable project reporting and dashboards.
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+
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+ ## Core Principles
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+
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+ ### Report for Decisions, Not Documentation
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+
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+ Every report should enable a decision or action. If nobody will act on the information, do not include it.
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+
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+ ```markdown
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+ Wrong: 500-word narrative describing what happened last week
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+ Right: RAG status with specific metrics, blockers, and decisions needed
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+ ```
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+
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+ ### Bad News Early
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+
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+ ```markdown
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+ Wrong: Report GREEN → GREEN → GREEN → suddenly RED
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+ Right: Report GREEN → AMBER (with mitigation plan) → back to GREEN
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+ ```
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+
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+ ## RAG Status Framework
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+
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+ ### Definitions
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+
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+ | Status | Definition | Criteria |
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+ |--------|------------|----------|
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+ | GREEN | On track | Schedule, budget, scope, and quality within tolerance |
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+ | AMBER | At risk | One or more areas approaching tolerance limits; PM-level action in progress |
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+ | RED | Off track | One or more areas beyond tolerance; sponsor/steering committee intervention needed |
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+
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+ ### Tolerance Thresholds
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+
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+ | Dimension | GREEN | AMBER | RED |
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+ |-----------|-------|-------|-----|
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+ | Schedule | Within 5% of plan | 5-15% deviation | > 15% deviation |
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+ | Budget | Within 5% of plan | 5-10% deviation | > 10% deviation |
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+ | Scope | No uncontrolled changes | Minor changes under review | Significant uncontrolled changes |
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+ | Quality | All criteria met | Some criteria at risk | Critical criteria failing |
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+ | Resources | Fully staffed | Minor gaps with mitigation | Key roles unfilled |
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+
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+ ### When to Change Status
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+
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+ ```markdown
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+ GREEN → AMBER:
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+ - A risk trigger has fired but mitigation is underway
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+ - A dependency is at risk but alternatives exist
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+ - Schedule slippage is within buffer but trending
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+
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+ AMBER → RED:
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+ - Mitigation is not working
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+ - Critical path is impacted with no recovery plan
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+ - Budget overrun exceeds contingency
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+ - Key stakeholder escalation is needed
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+
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+ RED → AMBER:
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+ - Recovery plan is approved and in progress
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+ - Key blocker is resolved
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+ - Additional resources secured
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+
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+ AMBER → GREEN:
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+ - Risk has been mitigated or retired
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+ - Schedule recovered to within tolerance
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+ - Issue resolved with no lasting impact
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+ ```
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+
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+ ## Weekly Status Report
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+
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+ ### Structure
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+
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+ ```markdown
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+ ## Project Status: [Project Name]
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+ **Period**: [Date Range] | **PM**: [Name] | **Overall**: GREEN/AMBER/RED
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+
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+ ### Executive Summary
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+ [2-3 sentences maximum. Lead with the most important item.]
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+
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+ ### Status by Dimension
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+ | Dimension | Status | Trend | Commentary |
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+ |-----------|--------|-------|------------|
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+ | Schedule | GREEN | → | On track for March milestone |
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+ | Budget | AMBER | ↓ | Vendor costs 8% above estimate; negotiating |
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+ | Scope | GREEN | → | No change requests this period |
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+ | Quality | GREEN | ↑ | Defect rate declining |
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+ | Resources | GREEN | → | Team fully staffed |
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+
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+ ### Key Accomplishments
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+ 1. [Deliverable/milestone completed]
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+ 2. [Risk resolved or mitigated]
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+
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+ ### Planned Activities (Next Period)
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+ 1. [Key activity and expected outcome]
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+ 2. [Key activity and expected outcome]
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+
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+ ### Risks & Issues (Top 3)
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+ | ID | Type | Description | Impact | Owner | Action |
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+ |----|------|-------------|--------|-------|--------|
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+ | R-003 | Risk | [Description] | Schedule +1wk | [Name] | [Action] |
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+ | I-007 | Issue | [Description] | Quality | [Name] | [Action] |
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+
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+ ### Milestones
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+ | Milestone | Baseline | Forecast | Variance | Status |
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+ |-----------|----------|----------|----------|--------|
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+ | Design Review | Mar 15 | Mar 15 | 0 days | GREEN |
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+ | Dev Complete | Apr 30 | May 7 | +7 days | AMBER |
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+ | Go-Live | Jun 1 | Jun 1 | 0 days | GREEN |
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+
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+ ### Decisions Needed
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+ 1. [Decision]: [Context] - Needed by [Date]
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+
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+ ### Budget Summary
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+ | Category | Budget | Spent | Forecast | Variance |
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+ |----------|--------|-------|----------|----------|
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+ | Internal Labor | $50K | $22K | $48K | -$2K |
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+ | External Vendor | $30K | $18K | $33K | +$3K |
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+ | **Total** | **$80K** | **$40K** | **$81K** | **+$1K** |
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+ ```
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+
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+ ## Milestone Tracking
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+
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+ ### Milestone Report
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+
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+ ```text
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+ Milestone Timeline (Visual)
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+
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+ Q1 2025 Q2 2025
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+ Jan Feb Mar Apr May Jun
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+ ─────────────────────────────────────────────────
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+ ◆ Kickoff ◆ Dev Complete
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+ ◆ Design Review ◆ UAT Complete
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+ ◆ Dev Start ◆ Go-Live
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+
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+ ◆ = On Track ◇ = At Risk ○ = Missed ● = Complete
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+ ```
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+
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+ ### Milestone Health Rules
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+
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+ | Scenario | Status | Action |
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+ |----------|--------|--------|
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+ | On track, no blockers | GREEN | Continue monitoring |
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+ | Predecessor delayed, but float exists | GREEN | Monitor float consumption |
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+ | Predecessor delayed, float consumed | AMBER | Escalate; identify acceleration options |
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+ | Critical path milestone at risk | RED | Recovery plan required immediately |
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+ | Milestone missed | RED | Re-baseline with sponsor approval |
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+
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+ ## Earned Value Management
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+
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+ ### Core Metrics
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+
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+ ```text
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+ Example: Project budget $100K, 10-month duration, end of Month 5
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+
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+ Planned Value (PV): $50K (50% of work should be done)
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+ Earned Value (EV): $45K (45% of work is done)
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+ Actual Cost (AC): $55K (spent $55K so far)
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+
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+ Schedule Variance: EV - PV = $45K - $50K = -$5K (behind schedule)
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+ Cost Variance: EV - AC = $45K - $55K = -$10K (over budget)
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+ SPI: EV / PV = 0.90 (90% schedule efficiency)
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+ CPI: EV / AC = 0.82 (82% cost efficiency)
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+ EAC: BAC / CPI = $100K / 0.82 = $122K (projected total cost)
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+ ```
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+
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+ ### EVM Interpretation Guide
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+
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+ | Metric | Good | Warning | Bad |
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+ |--------|------|---------|-----|
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+ | SPI | > 1.0 | 0.9 - 1.0 | < 0.9 |
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+ | CPI | > 1.0 | 0.9 - 1.0 | < 0.9 |
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+ | SV | Positive | Slightly negative | Significantly negative |
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+ | CV | Positive | Slightly negative | Significantly negative |
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+
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+ ### When to Use EVM
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+
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+ - Projects with defined budgets and schedules
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+ - Multi-month projects where trends matter
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+ - Executive reporting that requires objectivity
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+ - Projects with contractual cost/schedule obligations
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+
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+ ## Executive Summaries
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+
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+ ### One-Page Executive Summary
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+
185
+ ```markdown
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+ ## [Project Name] - Executive Status
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+
188
+ **Overall**: GREEN/AMBER/RED | **Date**: [Date] | **PM**: [Name]
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+
190
+ ### Bottom Line
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+ [One sentence: project state and most critical item]
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+
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+ ### Key Metrics
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+ | Metric | Value | Target | Status |
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+ |--------|-------|--------|--------|
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+ | Schedule (SPI) | 0.95 | 1.0 | AMBER |
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+ | Budget (CPI) | 1.02 | 1.0 | GREEN |
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+ | Scope | 0 open CRs | < 3 | GREEN |
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+
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+ ### Top Risk
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+ [One sentence describing the highest-priority risk and its response]
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+
203
+ ### Decision Needed
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+ [One sentence describing the decision, options, and deadline]
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+
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+ ### Next Milestone
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+ [Milestone name] - [Date] - [Status]
208
+ ```
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+
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+ ### Audience-Specific Reporting
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+
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+ | Audience | Content | Detail Level | Frequency |
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+ |----------|---------|--------------|-----------|
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+ | Steering Committee | Strategic status, decisions, escalations | High-level | Monthly |
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+ | Sponsor | Overall health, risks, budget | Summary | Weekly |
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+ | Project Team | Tasks, blockers, dependencies | Detailed | Daily/Weekly |
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+ | PMO | Portfolio-level metrics | Standardized | Monthly |
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+ | External Stakeholders | Milestones, deliverables | Curated | As agreed |
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+
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+ ## Dashboard Design
221
+
222
+ ### Dashboard Structure
223
+
224
+ ```text
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+ Project Dashboard
226
+ ┌──────────────────────────────────────────────┐
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+ │ Overall Status: [RAG] | SPI: X | CPI: X │
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+ ├──────────────────────────────────────────────┤
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+ │ Milestone Timeline (Gantt/visual) │
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+ ├──────────────┬───────────────────────────────┤
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+ │ Budget │ Risks & Issues │
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+ │ - Planned │ - Top 3 risks │
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+ │ - Actual │ - Open issues │
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+ │ - Forecast │ - Trending │
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+ ├──────────────┴───────────────────────────────┤
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+ │ Team Velocity / Throughput │
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+ └──────────────────────────────────────────────┘
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+ ```
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+
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+ ### Dashboard Anti-Patterns
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+
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+ | Anti-Pattern | Problem | Fix |
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+ |--------------|---------|-----|
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+ | Too many metrics | Information overload | Focus on 5-7 key metrics |
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+ | No context | Numbers without meaning | Include targets and trends |
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+ | Stale data | Decisions based on old info | Automate updates; show "as of" date |
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+ | Vanity metrics | Impressive but not actionable | Every metric should inform a decision |
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+ | Missing trends | Can't see direction of change | Include trend arrows or sparklines |
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+
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+ ## Common Pitfalls
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+
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+ | Pitfall | Symptom | Solution |
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+ |---------|---------|----------|
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+ | Watermelon reporting | Green on outside, red inside | Mandate dimension-level RAG, not just overall |
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+ | Report without action | Reports filed, never discussed | Require "Decisions Needed" section |
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+ | Inconsistent format | Every PM reports differently | Standardize templates across the PMO |
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+ | Too much detail for executives | Eyes glaze over | Separate executive summary from detailed report |
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+ | No trend tracking | Can't see if things are getting better or worse | Include trend indicators on every metric |
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+ | Reporting effort exceeds value | PM spends Friday writing reports | Automate where possible; keep reports concise |
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+ # Risk Management
2
+
3
+ Guidelines for identifying, assessing, and responding to project risks.
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+
5
+ ## Core Principles
6
+
7
+ ### Risk vs. Issue
8
+
9
+ | Concept | Definition | Action |
10
+ |---------|------------|--------|
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+ | **Risk** | Uncertain event that may occur in the future | Plan a response before it happens |
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+ | **Issue** | Problem that has already occurred | Resolve it now |
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+
14
+ A risk becomes an issue when it materializes. Good risk management prevents most issues.
15
+
16
+ ### Proactive Over Reactive
17
+
18
+ ```markdown
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+ Wrong: Wait for problems to appear, then firefight
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+ Right: Identify potential problems early, plan responses, monitor triggers
21
+ ```
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+
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+ ## Risk Identification
24
+
25
+ ### Identification Techniques
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+
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+ | Technique | Description | When to Use |
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+ |-----------|-------------|-------------|
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+ | Brainstorming | Team generates risks freely | Project kickoff |
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+ | Checklist review | Review common risk categories | Every phase gate |
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+ | Expert interviews | Consult experienced stakeholders | Complex or novel projects |
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+ | Assumption analysis | Test each assumption for risk | Planning phase |
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+ | SWOT analysis | Strengths, weaknesses, opportunities, threats | Strategic projects |
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+ | Lessons learned review | Check past project risks | Similar projects |
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+
36
+ ### Risk Categories
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+
38
+ ```text
39
+ Project Risks
40
+ ├── Technical
41
+ │ ├── Technology maturity
42
+ │ ├── Integration complexity
43
+ │ └── Performance requirements
44
+ ├── External
45
+ │ ├── Vendor reliability
46
+ │ ├── Regulatory changes
47
+ │ └── Market conditions
48
+ ├── Organizational
49
+ │ ├── Resource availability
50
+ │ ├── Stakeholder alignment
51
+ │ └── Funding stability
52
+ ├── Project Management
53
+ │ ├── Estimation accuracy
54
+ │ ├── Scope definition
55
+ │ └── Communication gaps
56
+ └── Quality
57
+ ├── Requirements completeness
58
+ ├── Testing coverage
59
+ └── Acceptance criteria clarity
60
+ ```
61
+
62
+ ### Risk Statement Format
63
+
64
+ ```markdown
65
+ Good: "Due to [cause], [risk event] may occur, resulting in [impact]."
66
+
67
+ Example: "Due to the vendor's limited track record with our platform,
68
+ the integration may require additional custom development,
69
+ resulting in a 3-week schedule delay and $15K additional cost."
70
+
71
+ Bad: "Vendor might be late." (No cause, no specific impact)
72
+ ```
73
+
74
+ ## Risk Assessment
75
+
76
+ ### Qualitative Analysis
77
+
78
+ **Probability Scale:**
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+ | Rating | Label | Description |
80
+ |--------|-------|-------------|
81
+ | 5 | Almost Certain | > 80% likelihood |
82
+ | 4 | Likely | 60-80% |
83
+ | 3 | Possible | 40-60% |
84
+ | 2 | Unlikely | 20-40% |
85
+ | 1 | Rare | < 20% |
86
+
87
+ **Impact Scale:**
88
+ | Rating | Label | Schedule | Budget | Quality |
89
+ |--------|-------|----------|--------|---------|
90
+ | 5 | Critical | > 4 weeks delay | > 20% overrun | Unacceptable to sponsor |
91
+ | 4 | Major | 2-4 weeks delay | 10-20% overrun | Major rework required |
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+ | 3 | Moderate | 1-2 weeks delay | 5-10% overrun | Significant rework |
93
+ | 2 | Minor | < 1 week delay | < 5% overrun | Minor rework |
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+ | 1 | Negligible | < 1 day delay | < 1% overrun | Cosmetic only |
95
+
96
+ **Risk Score = Probability x Impact**
97
+
98
+ ### Risk Priority Matrix
99
+
100
+ ```text
101
+ Impact
102
+ 1 2 3 4 5
103
+ Probability
104
+ 5 │ 5 │ 10 │ 15 │ 20 │ 25 │ ← Immediate action
105
+ 4 │ 4 │ 8 │ 12 │ 16 │ 20 │ ← Active management
106
+ 3 │ 3 │ 6 │ 9 │ 12 │ 15 │ ← Monitor closely
107
+ 2 │ 2 │ 4 │ 6 │ 8 │ 10 │ ← Watch list
108
+ 1 │ 1 │ 2 │ 3 │ 4 │ 5 │ ← Accept and monitor
109
+ ```
110
+
111
+ | Score Range | Priority | Review Frequency |
112
+ |-------------|----------|------------------|
113
+ | 15-25 | Critical | Daily |
114
+ | 10-14 | High | Twice weekly |
115
+ | 5-9 | Medium | Weekly |
116
+ | 1-4 | Low | Bi-weekly |
117
+
118
+ ### Quantitative Analysis (When Warranted)
119
+
120
+ For high-value projects, use:
121
+
122
+ - **Expected Monetary Value (EMV)**: Probability x Dollar Impact
123
+ - **Three-Point Estimate**: (Optimistic + 4 x Most Likely + Pessimistic) / 6
124
+ - **Monte Carlo Simulation**: Model schedule and cost uncertainty
125
+
126
+ ## Risk Response Strategies
127
+
128
+ ### For Threats (Negative Risks)
129
+
130
+ | Strategy | Description | Example |
131
+ |----------|-------------|---------|
132
+ | **Avoid** | Change plan to eliminate risk | Use proven technology instead of experimental |
133
+ | **Transfer** | Shift impact to third party | Fixed-price contract with vendor, insurance |
134
+ | **Mitigate** | Reduce probability or impact | Cross-train team members, add prototyping phase |
135
+ | **Accept (Active)** | Set aside contingency | Reserve budget and schedule buffer |
136
+ | **Accept (Passive)** | Acknowledge and do nothing | Document for awareness only |
137
+ | **Escalate** | Beyond PM's authority | Raise to sponsor or steering committee |
138
+
139
+ ### For Opportunities (Positive Risks)
140
+
141
+ | Strategy | Description | Example |
142
+ |----------|-------------|---------|
143
+ | **Exploit** | Ensure opportunity is realized | Assign best resources to critical tasks |
144
+ | **Enhance** | Increase probability or impact | Invest in training to accelerate delivery |
145
+ | **Share** | Partner with others to capture benefit | Joint venture for new market |
146
+ | **Accept** | Take advantage if it occurs | No special action needed |
147
+
148
+ ### Response Planning Template
149
+
150
+ ```markdown
151
+ ## Risk Response: [R-XXX]
152
+
153
+ **Risk**: [Description]
154
+ **Strategy**: [Avoid/Transfer/Mitigate/Accept/Escalate]
155
+
156
+ **Response Actions**:
157
+ 1. [Action 1] - Owner: [Name] - Due: [Date]
158
+ 2. [Action 2] - Owner: [Name] - Due: [Date]
159
+
160
+ **Trigger**: [What indicates this risk is materializing]
161
+
162
+ **Contingency Plan**: [What to do if risk occurs despite response]
163
+
164
+ **Residual Risk**: [Risk remaining after response is implemented]
165
+ ```
166
+
167
+ ## Risk Register
168
+
169
+ ### Register Template
170
+
171
+ | ID | Risk | Category | Prob | Impact | Score | Strategy | Response | Owner | Trigger | Status |
172
+ |----|------|----------|------|--------|-------|----------|----------|-------|---------|--------|
173
+ | R-001 | [Description] | Technical | 4 | 3 | 12 | Mitigate | [Action] | [Name] | [Trigger] | Open |
174
+
175
+ ### Risk Review Cadence
176
+
177
+ ```text
178
+ Weekly Risk Review (15 min in team standup):
179
+ ├── Review open risks and status
180
+ ├── Check for new risks
181
+ ├── Assess if any triggers have fired
182
+ └── Update scores based on new information
183
+
184
+ Monthly Risk Deep-Dive (30 min):
185
+ ├── Re-assess all risk scores
186
+ ├── Review effectiveness of responses
187
+ ├── Identify emerging risk patterns
188
+ └── Update risk register and report to sponsor
189
+ ```
190
+
191
+ ## Issue Escalation
192
+
193
+ ### Escalation Framework
194
+
195
+ ```text
196
+ Level 1: Team Level
197
+ ├── PM and team attempt resolution
198
+ ├── Timeframe: 1-2 business days
199
+ └── Example: Task dependency conflict
200
+
201
+ Level 2: Functional Management
202
+ ├── Escalate to department heads
203
+ ├── Timeframe: 3-5 business days
204
+ └── Example: Resource conflict between projects
205
+
206
+ Level 3: Sponsor/Steering Committee
207
+ ├── Escalate to project sponsor
208
+ ├── Timeframe: Requires decision within 1 week
209
+ └── Example: Budget increase needed, major scope change
210
+
211
+ Level 4: Executive Leadership
212
+ ├── Escalate to C-suite
213
+ ├── Timeframe: Urgent, same-day response needed
214
+ └── Example: Project cancellation risk, regulatory issue
215
+ ```
216
+
217
+ ### Escalation Template
218
+
219
+ ```markdown
220
+ ## Issue Escalation: [I-XXX]
221
+
222
+ **Escalated By**: [Name] | **Date**: [Date] | **Urgency**: High/Critical
223
+
224
+ ### Issue
225
+ [Description of the problem]
226
+
227
+ ### Impact
228
+ - Schedule: [X days/weeks delay if unresolved]
229
+ - Budget: [$X additional cost]
230
+ - Quality: [Impact on deliverables]
231
+
232
+ ### Actions Taken
233
+ 1. [What has been tried]
234
+ 2. [Why it did not resolve the issue]
235
+
236
+ ### Options
237
+ | Option | Pros | Cons | Recommendation |
238
+ |--------|------|------|----------------|
239
+ | A | [Pros] | [Cons] | |
240
+ | B | [Pros] | [Cons] | Recommended |
241
+
242
+ ### Decision Needed By
243
+ [Date] - [Consequence of delayed decision]
244
+ ```
245
+
246
+ ## Common Pitfalls
247
+
248
+ | Pitfall | Symptom | Solution |
249
+ |---------|---------|----------|
250
+ | Risks identified but never reviewed | Stale risk register | Schedule weekly risk reviews |
251
+ | All risks scored as "medium" | No differentiation | Calibrate scoring with team; use concrete criteria |
252
+ | No risk owners | Nobody acts on risks | Assign every risk an individual owner |
253
+ | Risks without response plans | Risks sit as "open" indefinitely | Require response plan within 1 week of identification |
254
+ | Ignoring positive risks | Missed opportunities | Include opportunity assessment in risk reviews |
255
+ | Confusing risks and issues | Reactive management | Clarify definitions at kickoff; maintain separate logs |