Imported from borghei/claude-skills (
project-management/senior-pm/SKILL.md). Install upstream withnpx skills add borghei/claude-skills --skill senior-pm. Copyright stays with the author (MIT + Commons Clause).
Senior Project Management Expert
Overview
Strategic project management for enterprise software, SaaS, and digital transformation initiatives. This skill provides sophisticated portfolio management capabilities, quantitative analysis tools, and executive-level reporting frameworks for managing complex, multi-million dollar project portfolios. It pairs deterministic Python analysis (health scoring, risk matrices, capacity planning, stakeholder mapping) with board-ready communication frameworks.
Use when
- The user asks to "run a portfolio health review", "build an executive status report", or "do a stakeholder map"
- Multiple projects need prioritization across WSJF / RICE / ICE / MoSCoW with strategic alignment
- A board-ready or executive-ready RAG report needs to be produced
- Risk analysis needs EMV, Monte Carlo, or portfolio risk correlation — beyond a basic probability/impact matrix
- Resource capacity planning is needed across multiple concurrent projects
- A quarterly portfolio rebalancing or three-horizons review is being planned
- The user says "our portfolio is misaligned", "executives don't trust the reports", or "we can't tell which projects are actually healthy"
Core Capabilities
- Portfolio health & strategic alignment — multi-dimensional weighted scoring (timeline, budget, scope, quality, risk), RAG status, three-horizons rebalancing
- Quantitative risk management — EMV analysis, three-point/Monte Carlo estimation, category weighting, portfolio risk correlation, risk-appetite framework
- Advanced prioritization — WSJF, RICE, ICE, MoSCoW, MCDA with a model-selection decision tree
- Resource capacity planning — utilization optimization (70-85% band), skill matching, bottleneck identification, scenario planning
- Executive communication & governance — board-ready RAG reports, RACI matrices, escalation paths, risk-adjusted ROI/NPV
Clarify First
Before generating the report or analysis, settle the inputs below. When one is missing or vague and would change the result, ask about it; when it wouldn't, use a sensible default and say which one you used.
- Which artifact: portfolio health review, executive status report, stakeholder map, or risk/capacity analysis (each maps to a different tool and structure).
- Audience: board, exec staff, or delivery team (sets the altitude, RAG framing, and level of detail).
- Portfolio scope and data: which projects and what timeline/budget/risk data exists (scores and dashboards are only as good as the inputs).
- Prioritization model: WSJF, RICE, ICE, or MoSCoW, when ranking projects (each produces a different order).
Ask about the two or three inputs that matter most for this request, not the whole list. If the user wants a result straight away, produce it and state your assumptions at the top.
Quick Start
# Tier 1 — portfolio health (multi-dimensional RAG scoring)
python3 scripts/project_health_dashboard.py assets/sample_project_data.json
# Tier 2 — quantitative risk matrix + mitigation strategy
python3 scripts/risk_matrix_analyzer.py assets/sample_project_data.json
# Tier 3 — resource capacity / utilization
python3 scripts/resource_capacity_planner.py assets/sample_project_data.json
# Stakeholder mapping (Mendelow's Matrix + comms plan)
python3 scripts/stakeholder_mapper.py --demo --format json
Anti-Patterns
Burying the ask in the executive report
Mistake: The 20-slide deck puts the decision the exec must make on slide 14. Why it happens: Decks follow the order the work happened, so the ask lands at the end. Instead: Put the decision or ask on slide 1 or in the first 100 words. Any ask past slide 5 means the report needs restructuring. Executives skim, and a missed ask leads to a decision made on incomplete data.
Averaging the portfolio into one color
Mistake: The dashboard shows portfolio health as a single R/Y/G. Two projects are red, but the aggregate reads yellow.
Why it happens: One summary color is what executives asked for, and averaging is the easy way to produce it.
Instead: Name each red project next to any aggregate from project_health_dashboard.py. Eight greens and two reds is not a yellow portfolio. It has two projects that need attention now.
A risk matrix with no mitigations
Mistake: The risk matrix plots 22 risks by probability and impact, with no mitigation column.
Why it happens: Plotting and scoring feel like the analysis, so the plan for each risk gets left for later.
Instead: Give every risk a mitigation before the matrix goes to anyone. risk_matrix_analyzer.py outputs a mitigation strategy, so carry it into the report instead of showing the plot alone.
Seven more, each with a bad and a good example: references/red-flags.md.
References
Load the reference that matches the task — keep this file lean and pull detail on demand:
- references/methodology-and-operations.md — the full three-tier analysis approach, prioritization models, risk framework, stakeholder-mapping detail, asset/template descriptions, weekly/monthly/quarterly workflows, handoff protocols, KPIs, anti-patterns, troubleshooting, success criteria, and Python tool flag reference. Read this for any hands-on portfolio, risk, capacity, or reporting work.
- references/portfolio-prioritization-models.md — deep dive on WSJF/RICE/ICE/MoSCoW/MCDA and the model-selection decision tree. Read when choosing or defending a prioritization model.
- references/risk-management-framework.md — full quantitative risk process: identification, three-point estimation, EMV, portfolio correlation, risk appetite. Read for any non-trivial risk analysis.
- references/stakeholder-engagement-guide.md — Mendelow quadrant playbooks, blocker engagement, communication cadences. Read when building a stakeholder/communication plan.
- references/red-flags.md — common ways this skill's output goes wrong, with fixes. Read before finalizing a portfolio assessment or executive report.
Scope & Limitations
In Scope: Multi-project portfolio health assessment with weighted composite scoring; quantitative risk analysis using EMV, probability/impact matrices, and category weighting; resource capacity planning with utilization optimization and skill-matching; stakeholder mapping with Mendelow's Matrix and targeted communication plans; executive-level reporting with RAG status dashboards and strategic recommendations.
Out of Scope: Sprint-level team management (see scrum-master/); product backlog management and feature prioritization (see execution/prioritization-frameworks/); agile coaching and team maturity (see agile-coach/); financial modeling beyond project-level ROI (see finance/); contract negotiation and procurement.
Important Caveats: Health scores use deterministic formulas, not ML predictions — calibrate thresholds to your portfolio. Risk EMV assumes independent risks; portfolio correlation analysis (Step 4) gives a more accurate combined view but needs cross-project dependency data. Capacity models are weekly snapshots; they do not account for intra-week variability or unplanned spikes.
Integration Points
| Integration | Direction | Description |
|---|---|---|
scrum-master/ |
Receives from | Sprint velocity and health metrics feed portfolio-level health dashboards |
sprint-retrospective/ |
Receives from | Retro insights inform stakeholder reports and process improvement tracking |
execution/brainstorm-okrs/ |
Feeds into | Portfolio priorities and strategic context shape quarterly OKR themes |
execution/outcome-roadmap/ |
Feeds into | Portfolio health data influences roadmap commitment levels (Now/Next/Later) |
discovery/pre-mortem/ |
Receives from | Launch-blocking tigers escalate into portfolio risk register |
execution/release-notes/ |
Complements | Release notes incorporate stakeholder communication plans from mapper |
| Jira via Atlassian MCP | Bidirectional | Pull project data for health analysis; push status reports to Confluence |
| Financial Systems | Receives from | Real-time budget and spend data for variance analysis |
