agentic-team-templates 0.19.0 → 0.20.0

package/templates/business/project-manager/.cursor/rules/scheduling.md

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+# Scheduling
+
+Guidelines for building, managing, and defending project schedules.
+
+## Core Principles
+
+### Schedule From the WBS
+
+Never build a schedule without a Work Breakdown Structure. The WBS defines what needs to be done; the schedule defines when and in what order.
+
+```markdown
+Wrong: Open a Gantt tool and start listing tasks from memory
+Right: Decompose the WBS → identify dependencies → estimate durations → build the schedule
+```
+
+### Protect the Critical Path
+
+The critical path is the longest chain of dependent tasks. Any delay on the critical path delays the entire project. Every scheduling decision should consider its impact on the critical path.
+
+## Task Dependencies
+
+### Dependency Types
+
+| Type | Abbreviation | Description | Example |
+|------|-------------|-------------|---------|
+| Finish-to-Start | FS | B starts after A finishes | Design finishes → Development starts |
+| Start-to-Start | SS | B starts when A starts | Coding starts → Testing starts |
+| Finish-to-Finish | FF | B finishes when A finishes | Coding finishes → Documentation finishes |
+| Start-to-Finish | SF | B finishes when A starts | New system starts → Old system finishes |
+
+### Dependency Best Practices
+
+```markdown
+Do:
+- Use FS (Finish-to-Start) as the default; it is the most common and clearest
+- Document the reason for every non-FS dependency
+- Identify external dependencies early (other teams, vendors, approvals)
+- Review dependencies with task owners, not just the PM
+
+Don't:
+- Create circular dependencies (A → B → C → A)
+- Use SF dependencies unless absolutely necessary (they confuse teams)
+- Assume dependencies exist when tasks can actually run in parallel
+- Forget approval gates as dependencies (design review before development)
+```
+
+### Dependency Log
+
+| ID | Predecessor | Successor | Type | Lag | Notes |
+|----|-------------|-----------|------|-----|-------|
+| DEP-001 | Design Review | Frontend Dev | FS | 0 | Approval required |
+| DEP-002 | Backend API | Frontend Integration | FS | +2d | API needs staging deploy |
+| DEP-003 | Dev Start | QA Test Plan | SS | +3d | QA starts writing plans once dev begins |
+
+## Critical Path Management
+
+### Identifying the Critical Path
+
+```text
+Example network diagram:
+
+A(5d) → C(3d) → E(4d) → G(2d) = 14 days
+B(3d) → D(6d) → F(2d) → G(2d) = 13 days
+
+Critical Path: A → C → E → G (14 days)
+Float on path B-D-F: 14 - 13 = 1 day
+```
+
+### Critical Path Rules
+
+| Rule | Rationale |
+|------|-----------|
+| Never add non-essential tasks to the critical path | Every task on the critical path is a potential delay |
+| Staff critical-path tasks with your best resources | Reduce risk of delay |
+| Monitor critical-path tasks daily | Early warning of slippage |
+| Add feeding buffers where non-critical paths join the critical path | Protect against delays propagating |
+| Re-calculate the critical path after every schedule change | The critical path can shift |
+
+### Fast-Tracking vs. Crashing
+
+| Technique | Description | Risk | When to Use |
+|-----------|-------------|------|-------------|
+| **Fast-tracking** | Overlap tasks that would normally be sequential | Increased rework risk | Tasks can be partially parallelized |
+| **Crashing** | Add resources to shorten task duration | Increased cost; diminishing returns | Critical tasks with flexible resource needs |
+
+```markdown
+Example - Fast-tracking:
+Before: Design (10d) → Development (20d) → Testing (10d) = 40 days
+After:  Design (10d) → [Dev starts after 7d of Design] → Testing starts after 15d of Dev
+                        Overlap saves ~8 days, but rework risk increases
+
+Example - Crashing:
+Before: Development (20d, 2 developers) = 20 days
+After:  Development (14d, 3 developers) = 14 days, +50% cost
+```
+
+## Estimation
+
+### Three-Point Estimation
+
+```text
+Expected Duration = (Optimistic + 4 x Most Likely + Pessimistic) / 6
+
+Example:
+Optimistic (O): 5 days (everything goes perfectly)
+Most Likely (M): 8 days (normal conditions)
+Pessimistic (P): 15 days (major obstacles)
+
+Expected = (5 + 4(8) + 15) / 6 = 52 / 6 = 8.7 days
+Standard Deviation = (P - O) / 6 = (15 - 5) / 6 = 1.67 days
+```
+
+### Estimation Best Practices
+
+| Practice | Rationale |
+|----------|-----------|
+| Estimate with the team, not for the team | Those doing the work estimate most accurately |
+| Include all work (meetings, reviews, rework) | Underestimation comes from forgetting overhead |
+| Use historical data when available | Past performance predicts future performance |
+| Add contingency for unknowns | 10-20% for known unknowns; more for novel work |
+| Re-estimate as you learn more | Estimates improve as uncertainty decreases |
+
+### Estimation Anti-Patterns
+
+```markdown
+Wrong: PM estimates all tasks alone
+Right: Task owners estimate; PM aggregates and validates
+
+Wrong: "It'll take 2 weeks" (always 2 weeks)
+Right: Three-point estimate with documented assumptions
+
+Wrong: Cutting estimates to fit the desired timeline
+Right: Present honest estimates; negotiate scope, not effort
+
+Wrong: Estimating large tasks without decomposition
+Right: Break tasks into 1-5 day work packages, then estimate
+```
+
+## Resource Leveling
+
+### Over-Allocation Detection
+
+```text
+Week 1 Schedule (before leveling):
+Developer A:  Task 1 (40h) + Task 2 (20h) = 60h  ← Over-allocated
+Developer B:  Task 3 (30h) = 30h                   ← Under-utilized
+
+Week 1 Schedule (after leveling):
+Developer A:  Task 1 (40h) = 40h
+Developer B:  Task 3 (30h) + Task 2 (10h) = 40h
+Week 2:
+Developer B:  Task 2 remaining (10h)
+```
+
+### Leveling Strategies
+
+| Strategy | Impact | When to Use |
+|----------|--------|-------------|
+| Delay non-critical tasks | Uses float, no cost impact | Non-critical path tasks with float |
+| Split tasks | Extends duration of individual tasks | Tasks that can be paused and resumed |
+| Reassign work | May affect quality or speed | Interchangeable team members |
+| Add resources | Increases cost | Critical-path tasks, budget available |
+| Reduce scope | Changes deliverables | Negotiable with stakeholders |
+
+## Buffer Management
+
+### Types of Buffers
+
+| Buffer Type | Purpose | Size Guideline |
+|-------------|---------|----------------|
+| **Project buffer** | Protects the project end date | 25-50% of critical path duration |
+| **Feeding buffer** | Protects critical path from non-critical delays | 50% of feeding chain duration |
+| **Resource buffer** | Alerts resource managers before critical tasks | Warning 2 weeks before task start |
+
+### Buffer Consumption Tracking
+
+```text
+Project Buffer: 20 days
+
+Status at Week 8:
+├── Buffer consumed: 5 days (25%)
+├── Project completion: 40%
+├── Buffer health: GREEN (consumption < % complete)
+│
+│ Interpretation:
+│ If buffer consumed % < project complete %  → GREEN
+│ If buffer consumed % ≈ project complete %  → AMBER
+│ If buffer consumed % > project complete %  → RED
+```
+
+## Milestone Planning
+
+### Milestone Types
+
+| Type | Description | Example |
+|------|-------------|---------|
+| **Delivery milestone** | Deliverable completed | "API v2 deployed to staging" |
+| **Decision milestone** | Approval or go/no-go | "Sponsor approves design" |
+| **External milestone** | Dependency from outside | "Vendor delivers hardware" |
+| **Phase gate** | Transition between phases | "Planning phase complete" |
+
+### Milestone Criteria
+
+Every milestone should have:
+
+```markdown
+## Milestone: [Name]
+
+**Target Date**: [Date]
+**Owner**: [Name]
+**Type**: Delivery / Decision / External / Phase Gate
+
+### Entry Criteria
+- [What must be true before this milestone can be attempted]
+
+### Completion Criteria
+- [Specific, measurable conditions that define "done"]
+
+### Dependencies
+- [Preceding milestones or deliverables]
+
+### Verification Method
+- [How completion is verified: review, demo, sign-off]
+```
+
+### Milestone Best Practices
+
+```markdown
+Do:
+- Space milestones 2-4 weeks apart for regular progress visibility
+- Include both technical and business milestones
+- Define clear, measurable completion criteria
+- Track baseline vs. forecast dates
+
+Don't:
+- Set milestones without completion criteria
+- Place all milestones at the end of the project
+- Ignore milestone slippage (a milestone delayed is a red flag)
+- Use milestones as deadlines without buffer
+```
+
+## Common Pitfalls
+
+| Pitfall | Symptom | Solution |
+|---------|---------|----------|
+| Student syndrome | Work starts at the last minute | Use feeding buffers; track early starts |
+| Parkinson's law | Work expands to fill time allocated | Set aggressive but realistic milestones |
+| Ignoring float consumption | Non-critical tasks become critical | Track float weekly; alert when float < 2 days |
+| Not re-planning after changes | Schedule becomes fiction | Re-baseline after every approved change |
+| Single-point estimates | False precision, no risk awareness | Use three-point estimation consistently |
+| Resource conflicts across projects | Shared resources create bottlenecks | Coordinate with portfolio/resource manager early |

package/templates/business/project-manager/.cursor/rules/scope-management.md

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+# Scope Management
+
+Guidelines for defining, decomposing, and protecting project scope.
+
+## Core Principles
+
+### The Triple Constraint
+
+Scope, schedule, and budget are interconnected. Changing one affects the others. Scope management is about making those trade-offs explicit and governed.
+
+```text
+        Scope
+       /     \
+      /       \
+Schedule ─── Budget
+      \       /
+       \     /
+       Quality
+```
+
+### 100% Rule
+
+The WBS must capture 100% of the work required to deliver the project, including project management activities. If it is not in the WBS, it is not in the project.
+
+## WBS Decomposition
+
+### Decomposition Approach
+
+```text
+Level 0: Project
+Level 1: Phases or major deliverables
+Level 2: Sub-deliverables
+Level 3: Work packages (estimable, assignable)
+```
+
+### Work Package Criteria
+
+Each work package should be:
+
+| Criterion | Guideline |
+|-----------|-----------|
+| Duration | 8-80 hours of effort |
+| Ownership | Assignable to a single person or team |
+| Measurable | Clear completion criteria |
+| Independent | Minimal overlap with other packages |
+| Estimable | Team can provide effort and duration estimates |
+
+### WBS Examples
+
+**Good WBS (deliverable-oriented):**
+```text
+Website Redesign
+├── Design
+│   ├── User research report
+│   ├── Wireframes
+│   └── Visual design mockups
+├── Development
+│   ├── Frontend implementation
+│   ├── CMS integration
+│   └── Performance optimization
+└── Launch
+    ├── Content migration
+    ├── QA testing
+    └── DNS cutover
+```
+
+**Bad WBS (activity-oriented, missing deliverables):**
+```text
+Website Redesign
+├── Meetings
+├── Design stuff
+├── Coding
+└── Testing
+```
+
+## Scope Statement
+
+### Scope Statement Template
+
+```markdown
+## Project Scope Statement: [Project Name]
+
+### Project Objectives
+[Measurable objectives derived from the charter]
+
+### Deliverables
+| Deliverable | Description | Acceptance Criteria |
+|-------------|-------------|---------------------|
+| [D-001] | [Description] | [How acceptance is determined] |
+| [D-002] | [Description] | [How acceptance is determined] |
+
+### In Scope
+- [Specific capability or feature 1]
+- [Specific capability or feature 2]
+
+### Out of Scope
+- [Explicitly excluded item 1]
+- [Explicitly excluded item 2]
+
+### Assumptions
+- [Assumption 1]
+- [Assumption 2]
+
+### Constraints
+- [Constraint 1: budget, timeline, technology, etc.]
+- [Constraint 2]
+```
+
+## Change Request Process
+
+### When a Change Is Requested
+
+```text
+1. Log the request → Change Request form
+2. Assess impact → Scope, schedule, budget, risk, quality
+3. Present options → Approve, modify, defer, reject
+4. Obtain decision → Change board or sponsor
+5. Update baseline → If approved, revise all affected plans
+6. Communicate → Notify all affected stakeholders
+```
+
+### Impact Assessment Checklist
+
+- [ ] Scope: What deliverables are added, modified, or removed?
+- [ ] Schedule: How many days/weeks are added to the timeline?
+- [ ] Budget: What is the additional cost?
+- [ ] Resources: Are additional people or skills required?
+- [ ] Risk: What new risks does this change introduce?
+- [ ] Quality: Does this affect testing or acceptance criteria?
+- [ ] Dependencies: Are other teams or projects affected?
+
+## Scope Creep Prevention
+
+### Red Flags
+
+| Signal | Response |
+|--------|----------|
+| "Can we also add..." | "Let me log that as a change request and assess the impact" |
+| "It should be easy to..." | "Let me verify with the team before committing" |
+| "We assumed this was included" | "Let me check the scope statement and WBS" |
+| Undocumented verbal agreements | "Can we document this and run it through change control?" |
+| Requirements discovered during development | "Let me assess whether this is a gap or a new requirement" |
+
+### Prevention Strategies
+
+```markdown
+1. **Detailed scope statement** - Be explicit about what is and is not included
+2. **WBS review with stakeholders** - Walk through every deliverable at kickoff
+3. **Formal change control** - No scope changes without documented impact assessment
+4. **Regular scope reviews** - Compare current work to baseline monthly
+5. **Traceability matrix** - Link every task to a requirement to an objective
+```
+
+## Deliverable Acceptance
+
+### Acceptance Criteria Framework
+
+```markdown
+## Deliverable: [Name]
+
+### Description
+[What this deliverable is]
+
+### Acceptance Criteria
+| Criterion | Measurement | Threshold |
+|-----------|-------------|-----------|
+| Functionality | [How tested] | [Pass/fail criteria] |
+| Performance | [Metric] | [Acceptable range] |
+| Quality | [Standard] | [Minimum standard] |
+
+### Acceptance Process
+1. PM submits deliverable with completion report
+2. Stakeholder reviews against criteria (X business days)
+3. Stakeholder approves, requests revisions, or rejects
+4. If revisions needed, PM logs issues and re-submits
+5. Final acceptance documented with sign-off
+```
+
+### Sign-Off Template
+
+```markdown
+## Deliverable Acceptance Sign-Off
+
+**Deliverable**: [Name]
+**Date Submitted**: [Date]
+**Reviewed By**: [Name]
+
+### Criteria Met
+- [x] [Criterion 1]
+- [x] [Criterion 2]
+- [ ] [Criterion 3 - requires revision]
+
+### Decision
+- [ ] Accepted
+- [ ] Accepted with conditions: [describe]
+- [ ] Rejected: [reason]
+
+### Signature
+Name: ____________  Date: ____________
+```
+
+## Requirements Traceability
+
+### Traceability Matrix
+
+| Req ID | Requirement | WBS Element | Test Case | Status |
+|--------|-------------|-------------|-----------|--------|
+| REQ-001 | [Requirement] | [1.2.3] | [TC-001] | Verified |
+| REQ-002 | [Requirement] | [2.1.1] | [TC-005] | In Progress |
+
+### Traceability Rules
+
+- Every requirement must link to at least one WBS work package
+- Every WBS work package must link to at least one requirement
+- Orphan work packages (no requirement) indicate scope creep
+- Orphan requirements (no work package) indicate missing work
+
+## Common Pitfalls
+
+| Pitfall | Symptom | Solution |
+|---------|---------|----------|
+| Gold plating | Team adds unrequested features | Review deliverables against scope statement |
+| Scope creep | Timeline keeps extending | Enforce formal change control process |
+| Vague scope statement | Constant disagreements about what is included | Be explicit about in-scope AND out-of-scope |
+| Missing WBS elements | Work discovered late in the project | Walk the WBS with the entire team at kickoff |
+| No acceptance criteria | Endless revision cycles | Define measurable acceptance criteria upfront |
+| Verbal scope changes | "I thought we agreed to add that" | Document everything; confirm in writing |