agentic-team-templates 0.19.1 → 0.20.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/package.json +1 -1
- package/src/index.js +20 -0
- package/src/index.test.js +4 -0
- package/templates/business/project-manager/.cursor/rules/overview.md +94 -0
- package/templates/business/project-manager/.cursor/rules/reporting.md +259 -0
- package/templates/business/project-manager/.cursor/rules/risk-management.md +255 -0
- package/templates/business/project-manager/.cursor/rules/scheduling.md +251 -0
- package/templates/business/project-manager/.cursor/rules/scope-management.md +227 -0
- package/templates/business/project-manager/.cursor/rules/stakeholder-management.md +254 -0
- package/templates/business/project-manager/CLAUDE.md +540 -0
- package/templates/business/supply-chain/.cursor/rules/cost-modeling.md +380 -0
- package/templates/business/supply-chain/.cursor/rules/demand-forecasting.md +285 -0
- package/templates/business/supply-chain/.cursor/rules/inventory-management.md +200 -0
- package/templates/business/supply-chain/.cursor/rules/logistics.md +296 -0
- package/templates/business/supply-chain/.cursor/rules/overview.md +102 -0
- package/templates/business/supply-chain/.cursor/rules/supplier-evaluation.md +298 -0
- package/templates/business/supply-chain/CLAUDE.md +590 -0
- package/templates/professional/executive-assistant/.cursor/rules/calendar.md +120 -0
- package/templates/professional/executive-assistant/.cursor/rules/confidentiality.md +81 -0
- package/templates/professional/executive-assistant/.cursor/rules/email.md +77 -0
- package/templates/professional/executive-assistant/.cursor/rules/meetings.md +107 -0
- package/templates/professional/executive-assistant/.cursor/rules/overview.md +96 -0
- package/templates/professional/executive-assistant/.cursor/rules/prioritization.md +105 -0
- package/templates/professional/executive-assistant/.cursor/rules/stakeholder-management.md +90 -0
- package/templates/professional/executive-assistant/.cursor/rules/travel.md +115 -0
- package/templates/professional/executive-assistant/CLAUDE.md +620 -0
- package/templates/professional/grant-writer/.cursor/rules/budgets.md +106 -0
- package/templates/professional/grant-writer/.cursor/rules/compliance.md +99 -0
- package/templates/professional/grant-writer/.cursor/rules/funding-research.md +80 -0
- package/templates/professional/grant-writer/.cursor/rules/narrative.md +135 -0
- package/templates/professional/grant-writer/.cursor/rules/overview.md +63 -0
- package/templates/professional/grant-writer/.cursor/rules/post-award.md +105 -0
- package/templates/professional/grant-writer/.cursor/rules/review-criteria.md +120 -0
- package/templates/professional/grant-writer/.cursor/rules/sustainability.md +110 -0
- package/templates/professional/grant-writer/CLAUDE.md +577 -0
package/package.json
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@@ -1,6 +1,6 @@
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{
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"name": "agentic-team-templates",
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-
"version": "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",
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package/src/index.js
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@@ -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)',
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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)',
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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)',
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package/src/index.test.js
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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',
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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',
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# Project Management
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Principal-level guidelines for disciplined project planning and execution.
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## Scope
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This ruleset applies to:
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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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## Core Philosophy
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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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## Fundamental Principles
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### 1. Plan Before Executing
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Invest time in upfront planning. A well-decomposed WBS prevents scope creep and estimation failures downstream.
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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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### 2. Guard the Baseline
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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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### 3. Risks Are Managed, Not Ignored
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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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### 4. Communicate Relentlessly
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Stakeholder misalignment is the most common cause of project failure. Over-communicate status, risks, and decisions.
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### 5. Measure Progress Objectively
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Use earned value metrics and milestone tracking, not gut feelings, to assess project health.
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## Project Structure
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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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## Decision Framework
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When evaluating any project decision:
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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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## Communication Standards
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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)
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# Status Reporting
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Guidelines for transparent, actionable project reporting and dashboards.
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## Core Principles
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### Report for Decisions, Not Documentation
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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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```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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### Bad News Early
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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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## RAG Status Framework
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### Definitions
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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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### Tolerance Thresholds
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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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### When to Change Status
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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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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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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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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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## Weekly Status Report
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### Structure
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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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### Executive Summary
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[2-3 sentences maximum. Lead with the most important item.]
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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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### Key Accomplishments
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1. [Deliverable/milestone completed]
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2. [Risk resolved or mitigated]
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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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### 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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### 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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### Decisions Needed
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|
110
|
+
1. [Decision]: [Context] - Needed by [Date]
|
|
111
|
+
|
|
112
|
+
### Budget Summary
|
|
113
|
+
| Category | Budget | Spent | Forecast | Variance |
|
|
114
|
+
|----------|--------|-------|----------|----------|
|
|
115
|
+
| Internal Labor | $50K | $22K | $48K | -$2K |
|
|
116
|
+
| External Vendor | $30K | $18K | $33K | +$3K |
|
|
117
|
+
| **Total** | **$80K** | **$40K** | **$81K** | **+$1K** |
|
|
118
|
+
```
|
|
119
|
+
|
|
120
|
+
## Milestone Tracking
|
|
121
|
+
|
|
122
|
+
### Milestone Report
|
|
123
|
+
|
|
124
|
+
```text
|
|
125
|
+
Milestone Timeline (Visual)
|
|
126
|
+
|
|
127
|
+
Q1 2025 Q2 2025
|
|
128
|
+
Jan Feb Mar Apr May Jun
|
|
129
|
+
─────────────────────────────────────────────────
|
|
130
|
+
◆ Kickoff ◆ Dev Complete
|
|
131
|
+
◆ Design Review ◆ UAT Complete
|
|
132
|
+
◆ Dev Start ◆ Go-Live
|
|
133
|
+
|
|
134
|
+
◆ = On Track ◇ = At Risk ○ = Missed ● = Complete
|
|
135
|
+
```
|
|
136
|
+
|
|
137
|
+
### Milestone Health Rules
|
|
138
|
+
|
|
139
|
+
| Scenario | Status | Action |
|
|
140
|
+
|----------|--------|--------|
|
|
141
|
+
| On track, no blockers | GREEN | Continue monitoring |
|
|
142
|
+
| Predecessor delayed, but float exists | GREEN | Monitor float consumption |
|
|
143
|
+
| Predecessor delayed, float consumed | AMBER | Escalate; identify acceleration options |
|
|
144
|
+
| Critical path milestone at risk | RED | Recovery plan required immediately |
|
|
145
|
+
| Milestone missed | RED | Re-baseline with sponsor approval |
|
|
146
|
+
|
|
147
|
+
## Earned Value Management
|
|
148
|
+
|
|
149
|
+
### Core Metrics
|
|
150
|
+
|
|
151
|
+
```text
|
|
152
|
+
Example: Project budget $100K, 10-month duration, end of Month 5
|
|
153
|
+
|
|
154
|
+
Planned Value (PV): $50K (50% of work should be done)
|
|
155
|
+
Earned Value (EV): $45K (45% of work is done)
|
|
156
|
+
Actual Cost (AC): $55K (spent $55K so far)
|
|
157
|
+
|
|
158
|
+
Schedule Variance: EV - PV = $45K - $50K = -$5K (behind schedule)
|
|
159
|
+
Cost Variance: EV - AC = $45K - $55K = -$10K (over budget)
|
|
160
|
+
SPI: EV / PV = 0.90 (90% schedule efficiency)
|
|
161
|
+
CPI: EV / AC = 0.82 (82% cost efficiency)
|
|
162
|
+
EAC: BAC / CPI = $100K / 0.82 = $122K (projected total cost)
|
|
163
|
+
```
|
|
164
|
+
|
|
165
|
+
### EVM Interpretation Guide
|
|
166
|
+
|
|
167
|
+
| Metric | Good | Warning | Bad |
|
|
168
|
+
|--------|------|---------|-----|
|
|
169
|
+
| SPI | > 1.0 | 0.9 - 1.0 | < 0.9 |
|
|
170
|
+
| CPI | > 1.0 | 0.9 - 1.0 | < 0.9 |
|
|
171
|
+
| SV | Positive | Slightly negative | Significantly negative |
|
|
172
|
+
| CV | Positive | Slightly negative | Significantly negative |
|
|
173
|
+
|
|
174
|
+
### When to Use EVM
|
|
175
|
+
|
|
176
|
+
- Projects with defined budgets and schedules
|
|
177
|
+
- Multi-month projects where trends matter
|
|
178
|
+
- Executive reporting that requires objectivity
|
|
179
|
+
- Projects with contractual cost/schedule obligations
|
|
180
|
+
|
|
181
|
+
## Executive Summaries
|
|
182
|
+
|
|
183
|
+
### One-Page Executive Summary
|
|
184
|
+
|
|
185
|
+
```markdown
|
|
186
|
+
## [Project Name] - Executive Status
|
|
187
|
+
|
|
188
|
+
**Overall**: GREEN/AMBER/RED | **Date**: [Date] | **PM**: [Name]
|
|
189
|
+
|
|
190
|
+
### Bottom Line
|
|
191
|
+
[One sentence: project state and most critical item]
|
|
192
|
+
|
|
193
|
+
### Key Metrics
|
|
194
|
+
| Metric | Value | Target | Status |
|
|
195
|
+
|--------|-------|--------|--------|
|
|
196
|
+
| Schedule (SPI) | 0.95 | 1.0 | AMBER |
|
|
197
|
+
| Budget (CPI) | 1.02 | 1.0 | GREEN |
|
|
198
|
+
| Scope | 0 open CRs | < 3 | GREEN |
|
|
199
|
+
|
|
200
|
+
### Top Risk
|
|
201
|
+
[One sentence describing the highest-priority risk and its response]
|
|
202
|
+
|
|
203
|
+
### Decision Needed
|
|
204
|
+
[One sentence describing the decision, options, and deadline]
|
|
205
|
+
|
|
206
|
+
### Next Milestone
|
|
207
|
+
[Milestone name] - [Date] - [Status]
|
|
208
|
+
```
|
|
209
|
+
|
|
210
|
+
### Audience-Specific Reporting
|
|
211
|
+
|
|
212
|
+
| Audience | Content | Detail Level | Frequency |
|
|
213
|
+
|----------|---------|--------------|-----------|
|
|
214
|
+
| Steering Committee | Strategic status, decisions, escalations | High-level | Monthly |
|
|
215
|
+
| Sponsor | Overall health, risks, budget | Summary | Weekly |
|
|
216
|
+
| Project Team | Tasks, blockers, dependencies | Detailed | Daily/Weekly |
|
|
217
|
+
| PMO | Portfolio-level metrics | Standardized | Monthly |
|
|
218
|
+
| External Stakeholders | Milestones, deliverables | Curated | As agreed |
|
|
219
|
+
|
|
220
|
+
## Dashboard Design
|
|
221
|
+
|
|
222
|
+
### Dashboard Structure
|
|
223
|
+
|
|
224
|
+
```text
|
|
225
|
+
Project Dashboard
|
|
226
|
+
┌──────────────────────────────────────────────┐
|
|
227
|
+
│ Overall Status: [RAG] | SPI: X | CPI: X │
|
|
228
|
+
├──────────────────────────────────────────────┤
|
|
229
|
+
│ Milestone Timeline (Gantt/visual) │
|
|
230
|
+
├──────────────┬───────────────────────────────┤
|
|
231
|
+
│ Budget │ Risks & Issues │
|
|
232
|
+
│ - Planned │ - Top 3 risks │
|
|
233
|
+
│ - Actual │ - Open issues │
|
|
234
|
+
│ - Forecast │ - Trending │
|
|
235
|
+
├──────────────┴───────────────────────────────┤
|
|
236
|
+
│ Team Velocity / Throughput │
|
|
237
|
+
└──────────────────────────────────────────────┘
|
|
238
|
+
```
|
|
239
|
+
|
|
240
|
+
### Dashboard Anti-Patterns
|
|
241
|
+
|
|
242
|
+
| Anti-Pattern | Problem | Fix |
|
|
243
|
+
|--------------|---------|-----|
|
|
244
|
+
| Too many metrics | Information overload | Focus on 5-7 key metrics |
|
|
245
|
+
| No context | Numbers without meaning | Include targets and trends |
|
|
246
|
+
| Stale data | Decisions based on old info | Automate updates; show "as of" date |
|
|
247
|
+
| Vanity metrics | Impressive but not actionable | Every metric should inform a decision |
|
|
248
|
+
| Missing trends | Can't see direction of change | Include trend arrows or sparklines |
|
|
249
|
+
|
|
250
|
+
## Common Pitfalls
|
|
251
|
+
|
|
252
|
+
| Pitfall | Symptom | Solution |
|
|
253
|
+
|---------|---------|----------|
|
|
254
|
+
| Watermelon reporting | Green on outside, red inside | Mandate dimension-level RAG, not just overall |
|
|
255
|
+
| Report without action | Reports filed, never discussed | Require "Decisions Needed" section |
|
|
256
|
+
| Inconsistent format | Every PM reports differently | Standardize templates across the PMO |
|
|
257
|
+
| Too much detail for executives | Eyes glaze over | Separate executive summary from detailed report |
|
|
258
|
+
| No trend tracking | Can't see if things are getting better or worse | Include trend indicators on every metric |
|
|
259
|
+
| Reporting effort exceeds value | PM spends Friday writing reports | Automate where possible; keep reports concise |
|
|
@@ -0,0 +1,255 @@
|
|
|
1
|
+
# Risk Management
|
|
2
|
+
|
|
3
|
+
Guidelines for identifying, assessing, and responding to project risks.
|
|
4
|
+
|
|
5
|
+
## Core Principles
|
|
6
|
+
|
|
7
|
+
### Risk vs. Issue
|
|
8
|
+
|
|
9
|
+
| Concept | Definition | Action |
|
|
10
|
+
|---------|------------|--------|
|
|
11
|
+
| **Risk** | Uncertain event that may occur in the future | Plan a response before it happens |
|
|
12
|
+
| **Issue** | Problem that has already occurred | Resolve it now |
|
|
13
|
+
|
|
14
|
+
A risk becomes an issue when it materializes. Good risk management prevents most issues.
|
|
15
|
+
|
|
16
|
+
### Proactive Over Reactive
|
|
17
|
+
|
|
18
|
+
```markdown
|
|
19
|
+
Wrong: Wait for problems to appear, then firefight
|
|
20
|
+
Right: Identify potential problems early, plan responses, monitor triggers
|
|
21
|
+
```
|
|
22
|
+
|
|
23
|
+
## Risk Identification
|
|
24
|
+
|
|
25
|
+
### Identification Techniques
|
|
26
|
+
|
|
27
|
+
| Technique | Description | When to Use |
|
|
28
|
+
|-----------|-------------|-------------|
|
|
29
|
+
| Brainstorming | Team generates risks freely | Project kickoff |
|
|
30
|
+
| Checklist review | Review common risk categories | Every phase gate |
|
|
31
|
+
| Expert interviews | Consult experienced stakeholders | Complex or novel projects |
|
|
32
|
+
| Assumption analysis | Test each assumption for risk | Planning phase |
|
|
33
|
+
| SWOT analysis | Strengths, weaknesses, opportunities, threats | Strategic projects |
|
|
34
|
+
| Lessons learned review | Check past project risks | Similar projects |
|
|
35
|
+
|
|
36
|
+
### Risk Categories
|
|
37
|
+
|
|
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:**
|
|
79
|
+
| 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 |
|
|
92
|
+
| 3 | Moderate | 1-2 weeks delay | 5-10% overrun | Significant rework |
|
|
93
|
+
| 2 | Minor | < 1 week delay | < 5% overrun | Minor rework |
|
|
94
|
+
| 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 |
|