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teodstrteodstr/workbench/skills/project-charter/SKILL.md

project-charter

Skill0 starsChanged yesterdayMITView on GitHub

Start any project, personal or professional, with a one-page charter: why it matters, a goal you can check, what is in and out of scope, deliverables, deadline, budget envelope, who decides, and the first steps, then point to the right workbench skills. Use this skill whenever someone starts or restarts a project (a renovation, a move, a wedding, an event, a product launch, a migration, a nonprofit campaign), says "I don't know where to start", or a project feels vague. Triggers: "new project", "project plan", "where do I start", "project charter", "kickoff", "nouveau projet", "cadrer un projet", "par où commencer", "note de cadrage", "nuevo proyecto", "acta de constitución", "por dónde empiezo".

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The file

We split this skill into the rules it gives an agent

2 rules. About 0 are common, 2 are distinctive, and 0 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈2

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    When people disagree on what the project includes.

    line 23
  2. Distinctive:

    Not for a single task that takes less than a day: just do it.

    line 24

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Project charter

Most projects go wrong at the start, when nobody wrote down what "done" means. This skill turns a vague intention into a one-page charter that the people involved can agree on, then plans the first steps.

When to use

  • At the start of any project, at home or at work, or when a project restarts after a pause.
  • When people disagree on what the project includes.
  • Not for a single task that takes less than a day: just do it.

Inputs

  1. The project in a few sentences, and why it matters now.
  2. Deadline, budget envelope, and the people involved.
  3. Constraints: rules, contracts, dependencies, things that must not change.

Method

  1. Write the why in two sentences: the problem or the opportunity, and what happens if nothing is done.
  2. Turn it into a goal you can check: specific, measurable, with a date (Doran's SMART criteria). "Move into the new flat before September 1 with the children enrolled at school", not "move soon".
  3. Draw the boundaries: what is in scope, what is explicitly out of scope, and the deliverables.
  4. Name the decision owner: the one person who decides when there is a disagreement, plus who must be consulted (stakeholder-map).
  5. Set the envelope: deadline, budget with a contingency reserve (project-budget), the time each person can give.
  6. List the top three risks and the open questions (risk-register goes deeper).
  7. Plan the next two weeks: the first actions with an owner and a date, and the skills to use next (work-breakdown, project-schedule).
  8. Get agreement: share the charter with the people involved and change it until they say yes.

Output

### Project charter: <name> (version <n>, <date>)
Why: … | Goal (checkable, dated): …
In scope: … | Out of scope: … | Deliverables: …
Deadline: … | Budget: … (including a reserve of …) | Decision owner: …
People involved: … | Top risks: 1. … 2. … 3. … | Open questions: …

### Next two weeks
| Action | Owner | Date |
|---|---|---|

Quality bar

  • The goal can be checked on its date by someone outside the project.
  • Out of scope is written down, not left implicit.
  • One person decides; everyone else knows their role.
  • Figures (budget, prices, dates of rules) come from the person's material or from sources with a date; nothing is invented.
  • Written in the user's language, with the terms below.

Terminology

EnglishFrançaisEspañol
Project charterNote de cadrage, charte de projetActa de constitución del proyecto
ScopePérimètreAlcance
DeliverableLivrableEntregable
Decision owner, sponsorDécideur, sponsorResponsable de la decisión, patrocinador
KickoffLancement, réunion de lancementArranque, reunión de inicio
MilestoneJalonHito

Sources

  • Project Management Institute. (2021). A Guide to the Project Management Body of Knowledge (PMBOK Guide) (7th ed.). Project Management Institute.
  • Doran, G. T. (1981). There's a S.M.A.R.T. way to write management's goals and objectives. Management Review, 70(11), 35–36.

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