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Merge research-grounded technical program management skill with routing, templates, evals, and repository validation.
161 lines
12 KiB
Markdown
161 lines
12 KiB
Markdown
---
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name: technical-project-management
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description: >-
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Manage technical projects from initiation through delivery and closure: choose
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and tailor predictive, iterative, Scrum, flow-based, or hybrid approaches;
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coordinate teams and vendors; track milestones, risks, issues, dependencies,
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forecasts, scope changes, and recovery. Use when a team has no project manager,
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a TPM needs decision-ready analysis, a project is slipping, or commitments and
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handoffs need coordination. Use `technical-program-management` instead when
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multiple related projects, teams, vendors, shared capacity, or benefits must be
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coordinated toward one outcome. Adapt depth to the user's expertise. Do not use for
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a standalone coding task, product discovery or strategy, only writing an
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implementation plan, only diagnosing Kanban flow, operating a ticket tool,
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incident command, or a release go/no-go decision; route those to specialists.
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license: MIT
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compatibility: >-
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Host-neutral methodology and Markdown templates. Optional read-only schedule
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analysis requires Python 3.10+ standard library; no credentials or network.
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---
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# Technical Project Management
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Help a team make and maintain credible delivery commitments. Start at the user's
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current decision; do not restart a healthy project or impose a new methodology.
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## First move
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Read existing project artifacts before asking questions. Identify the outcome,
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current phase, immediate decision, decision-maker, constraints, and evidence gaps.
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Infer experience from the request and artifacts; ask about preference only if it
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matters. For teams without a PM, provide a small usable working system and explain
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unfamiliar concepts in context. For experienced TPMs, lead with the delta, options,
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recommendation, and decision needed; omit introductory lessons.
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### Choose the entry point
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| Starting condition | First action | Primary output |
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| New or inherited project with unclear mandate | Read [Engagement and initiation](references/engagement-and-initiation.md) | Proposed brief with authority and evidence gaps |
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| Approved work with a delivery method but weak control | Read [Control and communication](references/control-and-communication.md) | Current control record and decision brief |
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| Slipping date, cost, scope, or dependency | Read [Forecasting and schedule analysis](references/forecasting.md) and [Change and recovery](references/change-and-recovery.md) | Conditional forecast and recovery options |
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| Cross-team, supplier, or mixed-method handoff | Read [Hybrid and dependencies](references/hybrid-and-dependencies.md) | Dependency agreement and acceptance evidence |
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| Delivered work, retirement, or decommissioning with unresolved ownership or benefits | Read [Closure and transition](references/closure-and-transition.md) | Conditional closure, accepted transition, or decommissioning record |
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| Technical uncertainty needs staged learning | Read [Adaptive delivery](references/adaptive-delivery.md) | Evidence-backed decision among PoC, prototype, pilot, or stop; none alone proves production readiness |
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| Forecast, deadline, or resource-feasibility question | Read [Forecasting and schedule analysis](references/forecasting.md) | Conditional forecast stating model, assumptions, capacity, and feasibility limits |
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| Material risk, issue, assumption, or decision needs control | Read [Control and communication](references/control-and-communication.md) | Record with owner, signal/trigger, response, authority, and next review |
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| A supplier or team handoff lacks readiness or acceptance evidence | Read [Hybrid and dependencies](references/hybrid-and-dependencies.md) | Agreement with provider, receiver, definition of ready, evidence, fallback, and escalation |
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Do not call a desired date a commitment, a forecast an acceptance, or a diagnostic brief an approved plan.
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> Before proposing a commitment, identify who can authorize scope, dates, capacity, acceptance, and external communication. Mark each as accepted, proposed, unknown, or disputed. Read-only diagnosis may proceed; external updates require authorization.
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## Operating loop
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1. Establish mandate and authority; separate approved commitments, forecasts,
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assumptions, and unknowns. A diagnostic or options brief can precede approval;
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do not turn it into an approved implementation plan.
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2. Select the smallest adequate management approach. Preserve effective existing
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practices and specify any changed decision rights, cadence, and handoffs.
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3. Reuse the implementation plan and maintain milestones, dependency commitments,
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remaining work, resource availability, risks, issues, and decisions.
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4. Compare evidence with the baseline and tolerances. Investigate contradictions;
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missing evidence means unknown, not green. Surface forecast changes immediately
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when material; do not wait for a scheduled report.
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5. Present feasible options when scope, capacity, cost, or dates conflict. Keep the
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baseline history; an authorized change is not permission to hide prior variance.
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6. Close only on acceptance and explicit residual ownership. Distinguish project
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closure, release readiness, service operation, and later benefit realization.
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## Reference routing
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Read only what the current task requires. Each reference includes applicability,
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procedures, failure signals, and an observable exit.
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A multi-project initiative with a shared outcome, cross-project dependencies, or
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program-level benefits belongs to `technical-program-management`; a single bounded
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project remains here.
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| Decision phase / situation | Read | Exit artifact or evidence |
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|---|---|---|
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| New or inherited project, no PM, expert collaboration | [Engagement and initiation](references/engagement-and-initiation.md) | Proposed brief with mandate, authority, and evidence gaps |
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| Choosing or questioning a methodology | [Method selection](references/method-selection.md) | Approach decision with adaptations and revisit trigger |
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| Predictive planning, stages, tolerances, fixed constraints | [Predictive and stage governance](references/predictive-and-stages.md) | Baseline, tolerances, and gate evidence |
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| Scrum, iteration, incremental delivery, discovery uncertainty | [Adaptive delivery](references/adaptive-delivery.md) | Learning/increment evidence and inspect/adapt decision |
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| Flow, shared specialists, critical chain, appetite-based work | [Flow and constrained capacity](references/flow-and-capacity.md) | Capacity/WIP or appetite decision with owner |
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| Mixed methods, cross-team or vendor interfaces | [Hybrid and dependencies](references/hybrid-and-dependencies.md) | Dependency agreement and interface acceptance evidence |
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| Estimates, forecasts, budgets, schedule model | [Forecasting and schedule analysis](references/forecasting.md) | Conditional forecast with assumptions and feasibility limits |
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| Weekly control, stakeholder disagreement, escalations | [Control and communication](references/control-and-communication.md) | Status/update or decision brief with next checkpoint |
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| Scope changes, troubled projects, recovery | [Change and recovery](references/change-and-recovery.md) | Change/recovery record preserving the baseline |
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| Acceptance, cancellation, operational handoff | [Closure and transition](references/closure-and-transition.md) | Closure or transition record with residual owners |
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| Real examples or transferability checks | [Case studies](references/case-studies.md) | Source-limited analogy, not a guarantee |
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| Research provenance, edition, evidence limits | [Source index](references/source-index.md) | Traceable evidence ledger |
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| Skill purpose, coverage, research decisions | [Research brief](references/research-brief.md) | Coverage and limitation record |
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| Validation scope and behavioral evaluation protocol | [Evaluation guide](references/evaluation-guide.md) | Reproducible evaluation record |
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## Templates and calculation
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Adapt existing project documents rather than creating parallel sources of truth.
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Use only artifacts that answer a current decision.
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| Need | Artifact |
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| Establish mandate and working agreements | [Project brief](templates/project-brief.md) |
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| Explain method choice and adaptation | [Approach decision](templates/approach-decision.md) |
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| Maintain milestones and evidence | [Project control record](templates/project-control.md) |
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| Coordinate a supplier or receiving team | [Dependency agreement](templates/dependency-agreement.md) |
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| Report a change and ask for a decision | [Status and decision brief](templates/status-and-decision.md) |
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| Assess scope changes or recovery options | [Change and recovery record](templates/change-and-recovery.md) |
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| Accept, cancel, or transfer ownership | [Closure record](templates/closure-record.md) |
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| Calculate a small dependency network | [Example schedule](templates/schedule-example.json) |
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Run `python3 scripts/schedule.py --input templates/schedule-example.json --json`
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from this skill's directory when dependency arithmetic helps. Read forecasting
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first: the result is an unconstrained earliest schedule, not a commitment or a
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resource-leveled plan. The script only reads input and writes stdout/stderr.
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Run `python3 -m unittest discover -s scripts -p 'test_*.py'` for its tests.
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## When not to use
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- A coding fix or architecture design: use the applicable engineering skill.
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- Validating needs or choosing product investments: use
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[product-discovery](../product-discovery/SKILL.md) or
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[product-roadmapping-and-portfolio](../product-roadmapping-and-portfolio/SKILL.md).
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- Only decomposing an approved requirement: use
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[implementation-planning](../implementation-planning/SKILL.md).
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- Detailed board, WIP, or service-flow diagnosis: use
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[kanban-guru](../kanban-guru/SKILL.md).
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- Shaping a bounded product bet: use [product-shaping](../product-shaping/SKILL.md).
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- Product-wide decision rights: use
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[product-operations-and-governance](../product-operations-and-governance/SKILL.md).
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- Executive-office support: use
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[chief-of-staff-methodology](../chief-of-staff-methodology/SKILL.md).
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- Release mechanics or launch approval: use
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[release-engineering](../release-engineering/SKILL.md) and
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[production-readiness](../production-readiness/SKILL.md). This skill may track project implications after that decision, but does not approve the release.
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- Live incident command: use
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[site-reliability-engineering](../site-reliability-engineering/SKILL.md).
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- Ticket operations alone: use [jira](../jira/SKILL.md) or
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[linear](../linear/SKILL.md). Use [financial-modeling](../financial-modeling/SKILL.md)
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for financial model construction, and [legal-strategy](../legal-strategy/SKILL.md)
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for contract interpretation.
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## Authority and completion
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This methodology prepares decisions. It does not invent stakeholder consent,
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assign accepted commitments on someone else's behalf, or approve risk. Updating
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external project systems or sending communications changes external state:
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> Confirm the target, scope, and rollback path before acting. Read-only discovery may proceed without confirmation.
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Apply existing session authorization; do not ask repeatedly for the same scope.
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Destructive actions need an explicit directive. Keep prepared drafts visibly distinct
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from issued communications. Do not monitor people or turn activity counts into
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individual performance judgments.
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Complete a requested management cycle when the artifact or update is delivered,
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claims have evidence or explicit uncertainty, and unresolved decisions have an
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accountable route and next review trigger. Do not imply ongoing monitoring without
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an authorized mechanism. If three diagnostic passes yield no new evidence, stop
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with the missing input and affected decision; do not manufacture certainty.
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