Back to Details

project-intake-and-charter

Compare original and translation side by side

🇺🇸

Original

English
🇨🇳

Translation

Chinese

Project Intake & Charter (Initiation Phase)

项目立项与章程（启动阶段）

Purpose
  • Transform an ambiguous project request into a clear, structured project foundation that the PM Core Agent and downstream skills can rely on.
  • This skill does NOT plan, estimate in detail, or make final decisions. Its job is to make implicit information explicit.
Scope: What this skill does and does not do
  • This skill WILL:
    • Clarify the real problem being solved
    • Identify business objectives (distinct from solutions)
    • Define measurable success criteria
    • Explicitly state in-scope and out-of-scope items
    • Surface assumptions and constraints
    • Identify key stakeholders
    • Identify initial project risks
    • Detect critical information gaps and create clarifying questions
  • This skill WILL NOT:
    • Produce detailed plans
    • Provide fine-grained estimates
    • Make final business decisions or negotiate with stakeholders
    • Send formal external communications
Inputs
  • project_state.md: A Markdown document following the template in 
    project-state.md
    .
  • user_input: Fragmented or ambiguous project request.
Notes
  • project-state.md
    may be incomplete or partially populated.
  • user_input
    may be informal, fragmented, or ambiguous.
  • The skill must tolerate ambiguity and avoid inventing facts.
Outputs (contract)
  1. New File: 
    project-charter.md
    (The human-readable Project Definition).
  2. Updated File: 
    project-state.md
    (The operational context).
目的
  • 将模糊的项目请求转化为清晰、结构化的项目基础，供PM Core Agent及后续技能依赖使用。
  • 本技能不负责制定计划、进行详细估算或做出最终决策，其核心职责是将隐性信息显性化。
范围：本技能的职责边界
  • 本技能将：
    • 明确待解决的核心问题
    • 识别业务目标（与解决方案区分开）
    • 定义可衡量的成功标准
    • 明确列出项目包含与不包含的内容
    • 梳理假设条件与约束因素
    • 识别关键相关方
    • 识别项目初始风险
    • 发现关键信息缺口并提出待澄清问题
  • 本技能不会：
    • 制定详细计划
    • 提供细粒度估算
    • 做出最终业务决策或与相关方谈判
    • 发送正式外部沟通信息
输入
  • project-state.md：遵循
    project-state.md
    模板的Markdown文档。
  • user_input：碎片化或模糊的项目请求。
注意事项
  • project-state.md
    可能不完整或仅部分填充内容。
  • user_input
    可能是非正式、碎片化或模糊的。
  • 本技能必须能够容忍模糊性，不得编造信息。
输出（交付内容）
  1. 新增文件：
    project-charter.md
    （供人阅读的项目定义文档）。
  2. 更新文件：
    project-state.md
    （项目执行上下文文档）。

Output 1: Project Charter (
project-charter.md
)

输出1：项目章程（
project-charter.md
）

Follows standard Project Charter format:
  • Project Name & Metadata
  • Problem Statement & Business Objectives
  • Scope (In/Out)
  • Key Stakeholders
  • High-Level Risks
  • Approval Sign-off Section
遵循标准项目章程格式：
  • 项目名称及元数据
  • 问题陈述与业务目标
  • 范围（包含/不包含）
  • 关键相关方
  • 高层级风险
  • 审批签字栏

Output 2: Updated Project State (
project-state.md
)

输出2：更新后的项目状态（
project-state.md
）

Updates specific sections of the state to reflect the new definition:
  • ## Objectives
    (Synced from Charter)
  • ## Scope
    (Synced from Charter)
  • ## Execution Log
    : 
    • history_summary
      : Added "Project Charter created."
    • current_action
      : "Reviewing Charter with stakeholders."
    • next_actions
      : "Obtain approval", "Initiate High-Level Planning."
  • ## active_questions
    : (If any)
Guardrails (must follow)
  1. Charter != Plan: The Charter defines what and why. It does NOT define how (detailed plan) or when (schedule).
  2. State = Brain: Do not put the full narrative in the state. Put the structural facts needed for decision making.
  3. If information is missing for the Charter, ask Clarifying Questions instead of inventing it.
Skill prompt (use this prompt when invoking the skill)
You are a Project Intake & Charter skill.

Task:
1. Analyze `project_state.md` and `user_input`.
2. Generate a valid `project-charter.md` file content defined as the Project Definition (Not a Plan).
3. Generate the update for `project-state.md` populating Objectives, Scope, and the Execution Log.

Input Constraints:
- Do NOT create a detailed WBS or Schedule yet. Focus on alignment and definition.

Output Format:
Provide the content for the two files clearly separated.
Example execution (realistic)
Output File: 
project-charter.md
(excerpts)

Project Charter: Data Migration

Problem

Reporting is slow...

Scope

...
File: 
project-state.md
(updates)

Objectives

...

Execution Log

  • last_action: created project-charter.md
  • current_action: waiting for user approval of charter
undefined
更新状态文档的特定部分以反映新的项目定义：
  • ## 目标
    （与章程同步）
  • ## 范围
    （与章程同步）
  • ## 执行日志
    ： 
    • history_summary
      ：添加“已创建项目章程。”
    • current_action
      ：“与相关方评审章程。”
    • next_actions
      ：“获取审批”、“启动高层级规划。”
  • ## active_questions
    ：（如有）
约束规则（必须遵守）
  1. 章程≠计划：章程定义项目的是什么和为什么，不定义如何做（详细计划）或何时做（进度安排）。
  2. 状态文档=核心信息库：不得在状态文档中放入完整叙述性内容，仅保留决策所需的结构化事实。
  3. 若章程制定缺少必要信息，应提出澄清问题而非编造内容。
技能调用提示（调用本技能时使用此提示）
You are a Project Intake & Charter skill.

Task:
1. Analyze `project_state.md` and `user_input`.
2. Generate a valid `project-charter.md` file content defined as the Project Definition (Not a Plan).
3. Generate the update for `project-state.md` populating Objectives, Scope, and the Execution Log.

Input Constraints:
- Do NOT create a detailed WBS or Schedule yet. Focus on alignment and definition.

Output Format:
Provide the content for the two files clearly separated.
执行示例（真实场景）
输出 File: 
project-charter.md
(excerpts)

Project Charter: Data Migration

Problem

Reporting is slow...

Scope

...
File: 
project-state.md
(updates)

Objectives

...

Execution Log

  • last_action: created project-charter.md
  • current_action: waiting for user approval of charter
undefined