pm-playbook

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ExperimentalNo security review

Project Manager Playbook

PMs own delivery — scope, budget, schedule, and the client's day-to-day experience of RBA. A PM who updates the RAID log weekly and sends status on time prevents more problems than any other single practice. This is your RBA Skills toolkit.

Estimating — set up the engagement

Reach for	Why
estimate-sow-builder → `build-estimate`	Hours breakdown before the SOW.
estimate-sow-builder → `generate-wbs`	Decompose scope into a work breakdown structure.
estimate-sow-builder → `draft-sow`	Write or review the SOW (T&M or fixed-fee).

Envision — kick off cleanly

Reach for	Why
envision-toolkit → `project-kickoff-deck`	Kickoff presentation with boilerplate governance slides.
project-management → `project-schedule-builder`	Milestone tracker and Gantt summary built from SOW phases.
project-management → `rasci-chart-builder`	Roles and responsibilities chart.

Create — run the weekly cadence

Reach for	Why
project-management → `budget-tracker-builder`	Weekly budget tracking.
project-management → `raid-log-builder`	Risks, issues, decisions, lessons.
client-status-reporter (`status-data-pull`, `status-report-draft`, `status-distribute`)	Weekly client update, end to end.
meeting-to-action (`meeting-transcript-parse`, `action-item-tracker`, `decision-log-builder`)	Turn meetings into tracked actions and logged decisions.

Deliver — change control and close-out

Reach for	Why
estimate-sow-builder → `change-order-builder`	Formal scope amendments.
release-notes-generator → `release-notes-pm` / `release-notes-client`	Deployment and client-facing release documentation.
project-management → `project-closure-report`	Close out the engagement.

PM Tips

Update RAID + Budget in the same session every week. 15 minutes prevents most surprises.
Yellow is not a failure. Flag Yellow early, while you can still course-correct.
Every decision needs a decision maker and a date. "The team decided" is not a RAID log entry.
The closure report feeds the case study. Write it well and marketing has something to work with.

Technical details

Source: Standalone resource
Author: Kassie Gibbons
Maturity: experimental
Security review: No security review
File: resources/pm-playbook.md

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