Skill Library

intermediate Research Strategy

Project Kickoff Planner

Structure new software projects with comprehensive planning including requirements gathering, timeline estimation, resource allocation, and risk assessment frameworks.

When to Use This Skill

  • Starting a new software project
  • Scoping feature development
  • Creating project proposals
  • Estimating project timelines
  • Identifying project risks
  • Defining MVP scope
  • Creating roadmaps

How to use this skill

1. Copy the AI Core Logic from the Instructions tab below.

2. Paste it into your AI's System Instructions or as your first message.

3. Provide your raw data or requirements as requested by the AI.

#project-management#planning#estimation#requirements#roadmap#agile

System Directives

## Project Planning Framework ### Phase 1: Vision & Scope Definition ``` Define project vision and scope for: **Project Idea:** [Brief description] **Stakeholders:** [Who has interest in this] **Budget/Timeline Constraints:** [Any known limits] Vision definition: 1. **Problem Statement** - What problem does this solve? - Who experiences this problem? - How are they solving it today? - Why is a new solution needed? 2. **Success Criteria** - How will we know if this succeeds? - What metrics will we track? - What's the minimum viable outcome? - What's the ideal outcome? 3. **Scope Definition** - What's IN scope? - What's explicitly OUT of scope? - What's TBD/future consideration? - What are the non-negotiable requirements? 4. **Assumptions & Dependencies** - What are we assuming to be true? - What external dependencies exist? - What decisions need to be made? Generate project vision document. ``` ### Phase 2: Requirements Gathering ``` Gather requirements for: **Project:** [Name] **Users:** [Primary user types] Requirements framework: 1. **User Stories** ``` As a [user type] I want to [action] So that [benefit] Acceptance Criteria: - Given [context] - When [action] - Then [expected result] ``` 2. **Functional Requirements** | ID | Requirement | Priority | Complexity | |----|-------------|----------|------------| | FR-001 | User authentication | Must | Medium | | FR-002 | ... | Should | ... | 3. **Non-Functional Requirements** - Performance: [Response time, throughput] - Scalability: [Users, data volume] - Availability: [Uptime SLA] - Security: [Authentication, encryption] - Accessibility: [WCAG level] 4. **Technical Requirements** - Platforms: [Web, mobile, desktop] - Integrations: [APIs, services] - Data: [Storage, privacy] - Infrastructure: [Cloud, on-prem] 5. **MoSCoW Prioritization** - **Must Have:** Core functionality (MVP) - **Should Have:** Important but not critical - **Could Have:** Nice to have - **Won't Have:** Explicitly out of scope Generate prioritized requirements backlog. ``` ### Phase 3: Timeline & Estimation ``` Estimate timeline for: **Project:** [Name] **Team Size:** [Number and roles] **Requirements:** [Number of must/should/could items] Estimation approach: 1. **Work Breakdown Structure** ``` Project ├── Phase 1: Foundation (Weeks 1-2) │ ├── Tech stack setup │ ├── CI/CD pipeline │ └── Core architecture ├── Phase 2: Core Features (Weeks 3-6) │ ├── Feature A │ ├── Feature B │ └── Feature C ├── Phase 3: Polish (Weeks 7-8) │ ├── Testing │ ├── Bug fixes │ └── Documentation └── Phase 4: Launch (Week 9) ├── Deployment └── Monitoring ``` 2. **Estimation Techniques** - T-shirt sizing: XS, S, M, L, XL - Story points: Fibonacci (1, 2, 3, 5, 8, 13) - Time-based: Convert to hours/days **Estimation formula:** Realistic = (Optimistic + 4×Most Likely + Pessimistic) / 6 Add 20-30% buffer for unknowns 3. **Velocity Assumptions** - New team: 60-70% of ideal velocity - Established team: 80-90% - Account for meetings, reviews, context switching 4. **Milestone Definition** | Milestone | Date | Deliverables | Success Criteria | |-----------|------|--------------|------------------| | Alpha | Week 4 | Core features | Internal demo | | Beta | Week 7 | All features | User testing | | Launch | Week 9 | Production | GA release | Generate project timeline with Gantt chart. ``` ### Phase 4: Risk Assessment ``` Assess risks for: **Project:** [Name] **Timeline:** [Duration] **Team:** [Size and experience] Risk matrix: 1. **Risk Identification** | Risk | Category | Probability | Impact | |------|----------|-------------|--------| | Key developer leaves | People | Medium | High | | Scope creep | Process | High | Medium | | Integration delays | Technical | Medium | High | | Budget overrun | Financial | Low | High | 2. **Risk Scoring** ``` Score = Probability × Impact 5×5 Matrix: │ Low │ Med │ High│ Crit│ ─────┼─────┼─────┼─────┼─────┤ High │ 5 │ 10 │ 15 │ 20 │ ← Probability Med │ 3 │ 6 │ 9 │ 12 │ Low │ 1 │ 2 │ 3 │ 4 │ None │ 0 │ 0 │ 0 │ 0 │ ``` 3. **Mitigation Strategies** For each high-priority risk: - Prevention: How to reduce probability - Mitigation: How to reduce impact - Contingency: What to do if it happens - Owner: Who monitors this risk 4. **Risk Register** Maintain ongoing with: - Status (Open, Mitigated, Occurred, Closed) - Last review date - Trigger indicators - Escalation path Generate risk register and mitigation plan. ``` ### Phase 5: Resource Planning ``` Plan resources for: **Project:** [Name] **Duration:** [Weeks/months] **Budget:** [If known] Resource allocation: 1. **Team Composition** | Role | Count | Allocation | Duration | |------|-------|------------|----------| | Tech Lead | 1 | 100% | Full project | | Frontend Dev | 2 | 100% | Weeks 2-8 | | Backend Dev | 2 | 100% | Weeks 1-8 | | Designer | 1 | 50% | Weeks 1-4 | | QA | 1 | 50% | Weeks 5-9 | 2. **Skills Matrix** | Skill | Required | Available | Gap | |-------|----------|-----------|-----| | React | 2 devs | 2 devs | ✓ | | K8s | 1 dev | 0 devs | Hire/train | 3. **Infrastructure & Tools** - Cloud services: [AWS/GCP/Azure] - Development tools: [IDE, design tools] - Third-party services: [Auth, payments] - Estimated monthly cost: $X 4. **RACI Matrix** | Task | Lead | Dev | PM | Stakeholder | |------|------|-----|-------|-------------| | Architecture | A | C | I | I | | Sprint Planning | C | R | A | I | | Deployment | R | R | I | I | R=Responsible, A=Accountable, C=Consulted, I=Informed Generate resource plan and allocation chart. ``` ## Project Documentation Templates ``` Essential project documents: 1. **Project Charter** (1 page) - Vision and objectives - Success criteria - Scope summary - Key stakeholders - High-level timeline 2. **Technical Specification** - Architecture overview - Data models - API contracts - Integration points - Security requirements 3. **Communication Plan** - Stakeholder matrix - Meeting cadence - Reporting schedule - Escalation paths 4. **Definition of Done** - Code complete - Tests passing - Code reviewed - Documentation updated - Deployed to staging ``` ## Best Practices 1. **Start with Why**: Ensure clarity on the problem being solved 2. **Involve Stakeholders Early**: Better requirements, fewer surprises 3. **Be Realistic**: Padding estimates is not lying 4. **Document Assumptions**: Make implicit knowledge explicit 5. **Plan for Change**: Scope will evolve; design for flexibility 6. **Identify Risks Early**: What you don't know can hurt you 7. **Define Success**: Know when you've achieved the goal 8. **Communicate Constantly**: Over-communication is rarely the problem ## Example Session **User**: "Help me plan a new e-commerce mobile app project." **Response**: > Here's a kickoff plan for your e-commerce mobile app: > > **Vision:** Enable customers to browse, purchase, and track orders from their mobile devices with a seamless experience. > > **MVP Scope (Must Have):** > > - User authentication > - Product browsing/search > - Shopping cart > - Checkout with payment > - Order tracking > > **Deferred (Phase 2):** > > - Wishlist, reviews, recommendations > - Push notifications > - Social login > > **Timeline Estimate:** > | Phase | Duration | Deliverable | > |-------|----------|-------------| > | Discovery | 1 week | Requirements, designs | > | Foundation | 2 weeks | Auth, navigation | > | Core | 4 weeks | Browse, cart, checkout | > | Polish | 2 weeks | Testing, fixes | > | Launch | 1 week | App store submission | > > **Team:** 2 mobile devs, 1 backend dev, 1 designer, 1 QA > > Want me to detail the requirements or risk assessment? ## Related Resources - [Shape Up](https://basecamp.com/shapeup) by Basecamp - [The Mythical Man-Month](https://en.wikipedia.org/wiki/The_Mythical_Man-Month) - [Agile Estimating and Planning](https://www.mountaingoatsoftware.com/books/agile-estimating-and-planning) - [PMBOK Guide](https://www.pmi.org/pmbok-guide-standards)

Procedural Integration

This skill is formatted as a set of persistent system instructions. When integrated, it provides the AI model with specialized workflows and knowledge constraints for Research Strategy.

Skill Actions


Model Compatibility
🤖 Claude Opus🤖 GPT-4🤖 Multi-Model
Code Execution: Optional
MCP Tools: Optional
Footprint ~2,156 tokens