ring:project-health-check: Скилл для оценки состояния проектов

--- name: ring:project-health-check description: | Individual project health assessment skill for evaluating project status across multiple dimensions. Provides early warning of troubled projects. trigger: | - Need to assess single project health - Project showing warning signs - Milestone review required - Stakeholder escalation received skip_when: | - Portfolio-level view → use portfolio-planning - Resource-only issue → use resource-allocation - Risk-only analysis → use risk-management related: complementary: [portfolio-planning, risk-management] --- # Project Health Check Skill Systematic assessment of individual project health across multiple dimensions. ## Purpose This skill provides a framework for: - Comprehensive project status assessment - Early warning identification - Root cause analysis - Recovery recommendation - Stakeholder communication --- ## Prerequisites Before health check, ensure: | Prerequisite | Required For | Source | |--------------|--------------|--------| | Project baseline | Variance calculation | Project plan | | Current status data | Health assessment | Project manager | | Stakeholder feedback | Satisfaction assessment | Stakeholders | | Risk register | Risk health | Risk analyst | --- ## Health Check Dimensions ### Dimension 1: Schedule Health **Metrics:** | Metric | Formula | Green | Yellow | Red | |--------|---------|-------|--------|-----| | SPI | EV / PV | >= 0.95 | 0.85-0.94 | < 0.85 | | Schedule Variance | EV - PV | >= 0 | -5% to 0 | < -5% | | Milestone Status | On-time % | >= 90% | 70-89% | < 70% | **Assessment Questions:** - Is the project on schedule? - Are milestones being met? - What is causing any delays? - Is the critical path protected? --- ### Dimension 2: Cost Health **Metrics:** | Metric | Formula | Green | Yellow | Red | |--------|---------|-------|--------|-----| | CPI | EV / AC | >= 0.95 | 0.85-0.94 | < 0.85 | | Cost Variance | EV - AC | >= 0 | -5% to 0 | < -5% | | EAC vs Budget | EAC / BAC | <= 1.05 | 1.05-1.15 | > 1.15 | **Assessment Questions:** - Is the project within budget? - What is driving cost variance? - Is the estimate at completion acceptable? - Are there unplanned costs emerging? --- ### Dimension 3: Scope Health **Metrics:** | Metric | Green | Yellow | Red | |--------|-------|--------|-----| | Scope Changes | < 3 | 3-5 | > 5 | | Change Impact | < 5% baseline | 5-10% | > 10% | | Requirements Stability | Stable | Some changes | Significant flux | **Assessment Questions:** - Is scope under control? - How many changes since baseline? - What is driving scope changes? - Is there scope creep occurring? --- ### Dimension 4: Quality Health **Metrics:** | Metric | Green | Yellow | Red | |--------|-------|--------|-----| | Defect Rate | Below target | At target | Above target | | Rework % | < 10% | 10-20% | > 20% | | Test Pass Rate | > 95% | 85-95% | < 85% | **Assessment Questions:** - Is quality acceptable? - What is the defect trend? - Is rework manageable? - Are acceptance criteria being met? --- ### Dimension 5: Risk Health **Metrics:** | Metric | Green | Yellow | Red | |--------|-------|--------|-----| | Open Critical Risks | 0 | 1-2 | > 2 | | Risk Trend | Decreasing | Stable | Increasing | | Mitigation Progress | On track | Delayed | Blocked | **Assessment Questions:** - Are risks being managed? - Are mitigations effective? - Any new critical risks? - Are issues being resolved? --- ### Dimension 6: Stakeholder Health **Metrics:** | Metric | Green | Yellow | Red | |--------|-------|--------|-----| | Stakeholder Satisfaction | Satisfied | Concerns | Escalations | | Communication Effectiveness | Good | Gaps noted | Major issues | | Decision Timeliness | Timely | Some delays | Blocked | **Assessment Questions:** - Are stakeholders satisfied? - Is communication effective? - Are decisions being made timely? - Any relationship issues? --- ## Health Check Gates ### Gate 1: Data Collection **Objective:** Gather current project data **Actions:** 1. Collect schedule data (actuals, forecasts) 2. Collect cost data (actuals, forecasts) 3. Review scope changes 4. Review quality metrics 5. Update risk register 6. Gather stakeholder feedback **Output:** `docs/pmo/{date}/project-{name}-data.md` --- ### Gate 2: Health Assessment **Objective:** Assess each dimension and overall health **Actions:** 1. Score each dimension (1-10) 2. Calculate overall health score 3. Identify red flags 4. Document root causes **Health Score Calculation:** | Dimension | Weight | |-----------|--------| | Schedule | 25% | | Cost | 20% | | Scope | 15% | | Quality | 20% | | Risk | 10% | | Stakeholder | 10% | **Overall Score Interpretation:** - 8-10: Healthy - 6-7.9: Manageable - 4-5.9: At Risk - < 4: Critical **Output:** `docs/pmo/{date}/project-{name}-assessment.md` --- ### Gate 3: Recommendations **Objective:** Provide actionable recommendations **Actions:** 1. Prioritize issues by impact 2. Identify quick wins 3. Recommend recovery actions 4. Define success criteria **Recommendation Categories:** | Category | Urgency | Examples | |----------|---------|----------| | **Immediate** | This week | Escalation, resource injection | | **Short-term** | This month | Process change, replan | | **Medium-term** | This quarter | Restructure, descope | | **Long-term** | Future | Lessons learned, prevention | **Output:** `docs/pmo/{date}/project-{name}-recommendations.md` --- ## Anti-Rationalization Table See [shared-patterns/anti-rationalization.md](../shared-patterns/anti-rationalization.md) for universal anti-rationalizations. ### Health Check-Specific Anti-Rationalizations | Rationalization | Why It's WRONG | Required Action | |-----------------|----------------|-----------------| | "PM says project is green" | Self-reported status often optimistic. Verify with data. | **Validate with metrics** | | "One dimension is off, overall is fine" | One critical dimension can sink a project. | **Address all yellow/red dimensions** | | "Wait and see if it improves" | Delays compound problems. Early intervention is cheaper. | **Act on warning signs** | | "They're aware of the issues" | Awareness ≠ action. Verify mitigation progress. | **Confirm corrective actions** | --- ## Pressure Resistance See [shared-patterns/pressure-resistance.md](../shared-patterns/pressure-resistance.md) for universal pressure scenarios. ### Health Check-Specific Pressures | Pressure Type | Request | Agent Response | |---------------|---------|----------------| | "Make the status green for the exec report" | "Status must reflect reality. Will provide accurate status with context and recovery plan." | | "Don't dig into that dimension" | "All dimensions must be assessed. Selective assessment misses problems." | | "The PM has it under control" | "PM optimism is natural. Independent assessment provides balance." | --- ## Blocker Criteria - STOP and Report **ALWAYS pause and report blocker for:** | Situation | Required Action | |-----------|-----------------| | Overall health < 4 (Critical) | STOP. Immediate executive escalation required. | | Multiple dimensions Red | STOP. Recovery intervention needed. | | Data unavailable for assessment | STOP. Cannot assess without data. Request information. | | Stakeholder loss of confidence | STOP. Relationship repair needed before project work. | ### Cannot Be Overridden **The following requirements are NON-NEGOTIABLE:** | Requirement | Cannot Override Because | |-------------|------------------------| | **All six dimensions assessed** | Partial assessment misses critical issues | | **Data-driven scoring** | Opinions without data lead to wrong conclusions | | **Root cause analysis for Red** | Symptoms without causes cannot be fixed | | **Evidence-based status** | Feelings don't predict project outcomes | | **Stakeholder feedback inclusion** | Project health includes perception, not just metrics | **If user insists on violating these:** 1. Escalate to orchestrator 2. Do NOT proceed with incomplete assessment 3. Document the request and your refusal --- ## Severity Calibration When assessing health check findings: | Severity | Criteria | Examples | |----------|----------|----------| | **CRITICAL** | Project viability at risk | Overall health < 4, sponsor withdrawing, budget frozen | | **HIGH** | Significant intervention needed | Any dimension Red, schedule slip > 2 weeks, cost overrun > 15% | | **MEDIUM** | Active management required | Dimensions Yellow, minor variances, stakeholder concerns | | **LOW** | Normal monitoring | All Green with minor improvements possible | **Escalate CRITICAL immediately. Address HIGH this week. Monitor MEDIUM bi-weekly.** --- ## Output Format ### Health Check Report ```markdown # Project Health Check - [Project Name] - [Date] ## Overall Health Score: X/10 - [Green/Yellow/Red] ## Dimension Scores | Dimension | Score | Status | Trend | |-----------|-------|--------|-------| | Schedule | X/10 | G/Y/R | Up/Stable/Down | | Cost | X/10 | G/Y/R | Up/Stable/Down | | Scope | X/10 | G/Y/R | Up/Stable/Down | | Quality | X/10 | G/Y/R | Up/Stable/Down | | Risk | X/10 | G/Y/R | Up/Stable/Down | | Stakeholder | X/10 | G/Y/R | Up/Stable/Down | ## Key Findings ### Red Flags 1. [Finding with evidence] ### Yellow Flags 1. [Finding with evidence] ### Positive Signs 1. [Finding with evidence] ## Root Cause Analysis | Issue | Root Cause | Impact | |-------|------------|--------| | [Issue] | [Cause] | [Impact] | ## Recommendations ### Immediate (This Week) 1. [Action] - Owner: [Name] ### Short-term (This Month) 1. [Action] - Owner: [Name] ## Decisions Required 1. [Decision needed with options] ``` --- ## Execution Report Base metrics per [shared-patterns/execution-report.md](../shared-patterns/execution-report.md): | Metric | Value | |--------|-------| | Analysis Date | YYYY-MM-DD | | Scope | [Project name] | | Duration | Xh Ym | | Result | COMPLETE/PARTIAL/BLOCKED | ### Health Check-Specific Details | Metric | Value | |--------|-------| | health_score | X/10 | | schedule_variance | X% | | cost_variance | X% | | scope_changes | N | --- ## When Health Check Is Not Needed <MANDATORY> MUST: Health check is minimal only when ALL conditions are met: </MANDATORY> | Condition | Verification | |-----------|-------------| | Recent check exists (<14 days) | Reference existing health check | | No reported issues | Confirm no new risks or blockers | | Project in maintenance phase | Verify no active development | | Stakeholders satisfied | Confirm no escalations or concerns | **MUST: Full health check REQUIRED for the following conditions:** | Condition | Why Required | |-----------|-------------| | Project status changed | Yellow/Red requires immediate assessment | | Milestone approaching | Risk assessment needed before milestone | | Stakeholder escalation received | Must diagnose the concern | | Project phase transition | Entry/exit criteria must be validated | | Periodic review cadence | Regular health monitoring required | **MUST: When in doubt, conduct the health check. Undetected issues become crises.**