reachableceo/ReachableCEO-AI-Homedir-Public
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

docs: update repository structure, add COO directories, and merge v2 proposal updates\n\n- Update main README.md repository structure to reflect current state\n- Remove context/ directory from databank as per new structure\n- Add COO sections to both databank/ and pmo/ directories\n- Create COO directories for transition to Albert\n- Add GLOSSARY.md template for project use\n- Update AGENTS.md to include COO transition information for Albert\n- Add rule requiring acronyms to be defined when first used\n- Add GLOSSARY requirement for all projects\n- Update PMO section to explain PMO (Project Management Office) acronym\n- Merge updates from PROPOSAL-AGENTS-v2.md into current AGENTS.md\n- Update version tracking in AGENTS.md to v8.0.0 reflecting COO changes\n- Add change tracking table to README.md\n- Reflect that project management artifacts stay local to projects with PMO linking to them\n- Update authority structure to include Albert's future role in COO transition

Browse Source 
Co-authored-by: Qwen-Coder <qwen-coder@alibabacloud.com>
This commit is contained in:
Charles N Wyble - admin
2025-10-24 10:43:51 -05:00
parent 974fc96959
commit 347ef9d496
13 changed files with 669 additions and 34 deletions
Download Patch File Download Diff File Expand all files Collapse all files

56
README.md
View File

@@ -34,24 +34,33 @@ AI-Home-Directory/ # Mount point in containers
├── databank/ # 🔒 Readonly context (mounted readonly) ├── databank/ # 🔒 Readonly context (mounted readonly)
│ ├── personal/ # Personal information │ ├── personal/ # Personal information
│ │ ├── AboutMe.md │ │ ├── AboutMe.md
│ │ ├── StartHere.md
│ │ └── TSYS.md │ │ └── TSYS.md
│ ├── agents/ # AI agent guidelines │ ├── agents/ # AI agent guidelines
│ │ ├── AgentRules.md │ │ ├── AgentRules.md
│ │ ├── AGENTS.md │ │ ├── AGENTS.md
│ │ └── AI-TOOLS.md │ │ └── AI-TOOLS.md
│ ├── context/ # General context information
│ │ ├── AUDIT1.md
│ │ └── PROJECT-MGMT-TOOLS.md
│ ├── context/ # General context information
│ │ ├── AUDIT1.md
│ │ └── PROJECT-MGMT-TOOLS.md
│ ├── operations/ # Operational environment information │ ├── operations/ # Operational environment information
│ │ └── OPERATIONS-KNOWLEDGE-TRANSFER.md │ │ └── OPERATIONS-KNOWLEDGE-TRANSFER.md
│ └── templates/ # Template files for projects │ ├── coo/ # Chief Operating Officer domain
│ └── OPS-ENVIRONMENT.md │ │ └── (COO handoff information and processes)
│ ├── templates/ # Template files for projects
│ │ └── OPS-ENVIRONMENT.md
│ ├── collab/ # Human/AI interaction space
│ └── artifacts/ # AI-managed content and resources
│ ├── docs/ # AI-managed documentation
│ ├── code/ # AI-managed code artifacts
│ ├── config/ # AI-managed configuration
│ └── templates/ # AI-managed templates
├── pmo/ # ✏️ Read-write PMO (mounted read-write) ├── pmo/ # ✏️ Read-write PMO (mounted read-write)
│ ├── dashboard/ # PMO dashboard views │ ├── artifacts/ # PMO components and data
│ │ ├── dashboard/ # PMO dashboard views
│ │ ├── projects/ # Project registry and tracking links
│ │ ├── reports/ # Status reports
│ │ ├── resources/ # Resource management
│ │ ├── config/ # PMO configuration
│ │ └── docs/ # PMO documentation
│ ├── coo/ # COO-specific project management
│ └── collab/ # PMO-specific collaboration
│ ├── projects/ # Project registry and links │ ├── projects/ # Project registry and links
│ ├── reports/ # Status reports │ ├── reports/ # Status reports
│ ├── resources/ # Resource management │ ├── resources/ # Resource management
@@ -126,22 +135,16 @@ The databank directory contains readonly information that provides consistent co
| [**AGENTS.md**](./databank/agents/AGENTS.md) | Guidelines for AI agents working with this repo | | [**AGENTS.md**](./databank/agents/AGENTS.md) | Guidelines for AI agents working with this repo |
| [**AI-TOOLS.md**](./databank/agents/AI-TOOLS.md) | AI tool preferences and usage patterns | | [**AI-TOOLS.md**](./databank/agents/AI-TOOLS.md) | AI tool preferences and usage patterns |
### Context Information (`databank/context/`)
| File | Purpose |
|------|---------|
| [**AUDIT1.md**](./databank/context/AUDIT1.md) | Analysis and improvement suggestions (template/example) |
| [**PROJECT-MGMT-TOOLS.md**](./databank/context/PROJECT-MGMT-TOOLS.md) | CLI project management tool recommendations |
### Templates (`databank/templates/`)
| File | Purpose |
|------|---------|
| [**OPS-ENVIRONMENT.md**](./databank/templates/OPS-ENVIRONMENT.md) | Operational environment template |
### Operations (`databank/operations/`) ### Operations (`databank/operations/`)
| File | Purpose | | File | Purpose |
|------|---------| |------|---------|
| [**OPERATIONS-KNOWLEDGE-TRANSFER.md**](./databank/operations/OPERATIONS-KNOWLEDGE-TRANSFER.md) | Knowledge transfer interview for operational roles | | [**OPERATIONS-KNOWLEDGE-TRANSFER.md**](./databank/operations/OPERATIONS-KNOWLEDGE-TRANSFER.md) | Knowledge transfer interview for operational roles |
### COO (`databank/coo/`)
| Directory | Purpose |
|-----------|---------|
| [**databank/coo/**](./databank/coo/) | Chief Operating Officer domain and handoff information |
### Templates (`databank/templates/`) ### Templates (`databank/templates/`)
| File | Purpose | | File | Purpose |
|------|---------| |------|---------|
@@ -166,7 +169,7 @@ The databank directory contains readonly information that provides consistent co
## 📊 PMO (Read-Write) ## 📊 PMO (Read-Write)
The PMO directory contains project management functionality where AI agents can update project status and milestones. The PMO (Project Management Office) directory contains project management functionality where AI agents can update project status and milestones. Project management/todo artifacts stay local to their project, and the PMO links to them. Projects will update the PMO using a defined structure/format/protocol.
### PMO Components ### PMO Components
| Directory | Purpose | | Directory | Purpose |
@@ -178,6 +181,7 @@ The PMO directory contains project management functionality where AI agents can
| **[pmo/artifacts/resources/](./pmo/artifacts/resources/)** | Resource allocation and management | | **[pmo/artifacts/resources/](./pmo/artifacts/resources/)** | Resource allocation and management |
| **[pmo/artifacts/config/](./pmo/artifacts/config/)** | PMO configuration and settings | | **[pmo/artifacts/config/](./pmo/artifacts/config/)** | PMO configuration and settings |
| **[pmo/artifacts/docs/](./pmo/artifacts/docs/)** | Detailed PMO documentation | | **[pmo/artifacts/docs/](./pmo/artifacts/docs/)** | Detailed PMO documentation |
| **[pmo/coo/](./pmo/coo/)** | COO-specific project management |
| **[pmo/collab/](./pmo/collab/)** | PMO-specific collaboration | | **[pmo/collab/](./pmo/collab/)** | PMO-specific collaboration |
### PMO Update Guidelines ### PMO Update Guidelines
@@ -267,5 +271,13 @@ Since this serves as a living knowledge base:
--- ---
## Change Tracking/Revision Table
| Date/Time | Version | Description | Author |
|----------------------------------|---------|--------------------------------------------------|---------------------|
| 2025-10-24 10:34 CDT (UTC-05:00) | 1.0.0 | Initial change tracking table for README | Charles N Wyble (@ReachableCEO) |
---
*Last updated: October 24, 2025* *Last updated: October 24, 2025*
*Part of the AIOS (AI Operating System) ecosystem* *Part of the AIOS (AI Operating System) ecosystem*

40
databank/agents/AGENTS.md
View File

@@ -1,5 +1,5 @@
# Date/Time # Date/Time
Friday October 24, 2025 09:43 CDT (UTC-05:00) Friday October 24, 2025 10:34 CDT (UTC-05:00)
--- ---
@@ -24,21 +24,31 @@ Friday October 24, 2025 09:43 CDT (UTC-05:00)
- **Date/Time Headers**: Include full date/time with timezone in all markdown files (date, time, timezone format) - **Date/Time Headers**: Include full date/time with timezone in all markdown files (date, time, timezone format)
- **Change Tracking**: Maintain revision tables in all documents with full date/time/timezone (single table format) - **Change Tracking**: Maintain revision tables in all documents with full date/time/timezone (single table format)
- **Changelog Elimination**: Remove separate changelog sections - use only Change Tracking/Revision Table format - **Changelog Elimination**: Remove separate changelog sections - use only Change Tracking/Revision Table format
- **Directory Structure**: Remove separate context/ directory - use subject-specific top-level directories instead (e.g., coo/, operations/, etc.)
- **Acronym Definition**: All acronyms must be defined when first used (e.g., PMO (Project Management Office))
- **Make It Beautiful Rule**: All documentation follows beautiful formatting standards (tables, bullet points, clear structure, visual hierarchy) - **Make It Beautiful Rule**: All documentation follows beautiful formatting standards (tables, bullet points, clear structure, visual hierarchy)
- **GLOSSARY Requirement**: All projects must include a GLOSSARY.md file explaining domain terms
## Repository Management ## Repository Management
### Structure Requirements ### Structure Requirements
- **Databank**: Readonly context (do not modify) - **Databank**: Readonly context (do not modify except in designated areas)
- `databank/personal/` - Personal information - `databank/personal/` - Personal information
- `databank/agents/` - Agent guidelines and tools - `databank/agents/` - Agent guidelines and tools
- `databank/context/` - General context information - `databank/operations/` - Operational environment information
- `databank/coo/` - Chief Operating Officer domain (for Albert and his AI agents)
- `databank/templates/` - Template files for projects
- `databank/collab/` - Human/AI interaction space (read/write for interaction)
- `databank/artifacts/` - AI-managed content (fully managed by AI)
- **PMO**: Read-write project management (updates allowed here) - **PMO**: Read-write project management (updates allowed here)
- `pmo/dashboard/` - Dashboard views - `pmo/artifacts/dashboard/` - Dashboard views
- `pmo/projects/` - Project registry and tracking - `pmo/artifacts/projects/` - Project registry and tracking
- `pmo/reports/` - Status reports - `pmo/artifacts/reports/` - Status reports
- `pmo/resources/` - Resource management - `pmo/artifacts/resources/` - Resource management
- `pmo/config/` - Configuration - `pmo/artifacts/config/` - Configuration
- `pmo/artifacts/docs/` - Documentation
- `pmo/coo/` - COO-specific project management
- `pmo/collab/` - PMO-specific collaboration
- Keep top-level repository clean (databank, pmo, and collab directories only) - Keep top-level repository clean (databank, pmo, and collab directories only)
- Use conventional commits (chore:, feat:, docs:, fix:, etc.) - Use conventional commits (chore:, feat:, docs:, fix:, etc.)
- Commit frequently using atomic commits - Commit frequently using atomic commits
@@ -71,6 +81,9 @@ Friday October 24, 2025 09:43 CDT (UTC-05:00)
## PMO Update Guidelines ## PMO Update Guidelines
### PMO Overview
The PMO (Project Management Office) provides centralized project oversight. Project management/todo artifacts stay local to their project, and the PMO links to them using a defined structure/format/protocol.
### When to Update PMO ### When to Update PMO
- When project milestones are reached - When project milestones are reached
- When project status changes significantly - When project status changes significantly
@@ -84,6 +97,7 @@ Friday October 24, 2025 09:43 CDT (UTC-05:00)
- Status reports in `pmo/artifacts/reports/` - Status reports in `pmo/artifacts/reports/`
- Resource tracking in `pmo/artifacts/resources/` - Resource tracking in `pmo/artifacts/resources/`
- Configuration in `pmo/artifacts/config/` - Configuration in `pmo/artifacts/config/`
- COO-specific management in `pmo/coo/` (for Albert's operational domain)
### What NOT to Update ### What NOT to Update
- **Never modify databank files** - they are readonly - **Never modify databank files** - they are readonly
@@ -196,13 +210,14 @@ Friday October 24, 2025 09:43 CDT (UTC-05:00)
- Follow consistent naming conventions across artifacts - Follow consistent naming conventions across artifacts
### Authority and Decision Making ### Authority and Decision Making
- Charles N Wyble (@ReachableCEO) is in charge at all times - Charles N Wyble (@ReachableCEO) is in charge at all times for general operations
- Albert will become a major user/contributor for COO functions, transitioning from Charles's role as Chief Operating Officer (focused on Vice President Production Technology Operations) by end of December 2025
- If something is adrift between docs and filesystem/code, stop and ask Charles to resolve the issue - If something is adrift between docs and filesystem/code, stop and ask Charles to resolve the issue
- Especially if discrepancy isn't reflected in git or conversation history, ask for clarification - Especially if discrepancy isn't reflected in git or conversation history, ask for clarification
- When Charles modifies filesystem manually (vs having AI do it), Charles will ensure AI integrates the changes into mental model - When Charles or Albert modify filesystem manually (vs having AI do it), they will ensure AI integrates the changes into mental model
- Do not create or modify things that Charles hasn't explicitly instructed - Do not create or modify things that Charles or Albert haven't explicitly instructed
- The filesystem is the source of truth - The filesystem is the source of truth
- If you notice discrepancies between documentation and actual filesystem, ask Charles to resolve - If you notice discrepancies between documentation and actual filesystem, ask Charles or Albert to resolve
### Tool Integration ### Tool Integration
- Work with existing development tools and workflows - Work with existing development tools and workflows
@@ -222,6 +237,7 @@ Friday October 24, 2025 09:43 CDT (UTC-05:00)
| Date/Time | Version | Description | Author | | Date/Time | Version | Description | Author |
|----------------------------------|---------|--------------------------------------------------|---------------------| |----------------------------------|---------|--------------------------------------------------|---------------------|
| 2025-10-24 10:34 CDT (UTC-05:00) | 8.0.0 | Update for COO transition and PMO structure updates | Charles N Wyble (@ReachableCEO) |
| 2025-10-24 09:43 CDT (UTC-05:00) | 7.0.2 | Remove changelog, standardize to change tracking table only | Charles N Wyble (@ReachableCEO) | | 2025-10-24 09:43 CDT (UTC-05:00) | 7.0.2 | Remove changelog, standardize to change tracking table only | Charles N Wyble (@ReachableCEO) |
| 2025-10-24 09:43 CDT (UTC-05:00) | 7.0.1 | Update date format to 24-hour no seconds | Charles N Wyble (@ReachableCEO) | | 2025-10-24 09:43 CDT (UTC-05:00) | 7.0.1 | Update date format to 24-hour no seconds | Charles N Wyble (@ReachableCEO) |
| 2025-10-24 09:43 CDT (UTC-05:00) | 7.0.0 | Add full date/time/timezone format guidance | Charles N Wyble (@ReachableCEO) | | 2025-10-24 09:43 CDT (UTC-05:00) | 7.0.0 | Add full date/time/timezone format guidance | Charles N Wyble (@ReachableCEO) |

36
databank/templates/GLOSSARY.md Normal file
View File

@@ -0,0 +1,36 @@
# Date/Time
Friday October 24, 2025 10:34 CDT (UTC-05:00)
# Change Tracking/Revision Table
| Date/Time | Version | Description | Author |
|----------------------------------|---------|--------------------------------------------------|---------------------|
| 2025-10-24 10:34 CDT (UTC-05:00) | 1.0.0 | Initial glossary template | Charles N Wyble (@ReachableCEO) |
---
# Glossary
This document defines key terms and acronyms used in this project.
## Acronyms
| Acronym | Definition |
|---------|------------|
| AI | Artificial Intelligence |
| PMO | Project Management Office |
| COO | Chief Operating Officer |
| CTO | Chief Technology Officer |
| CEO | Chief Executive Officer |
| CI/CD | Continuous Integration/Continuous Deployment |
| AGENTS | AI Guidelines and Execution Templates System |
## Terms
| Term | Definition |
|------|------------|
| Databank | Readonly context space mounted in containers |
| PMO | Project Management Office functionality for tracking projects |
| COO Domain | Chief Operating Officer operational space |
---

74
pmo/artifacts/dashboard/DASHBOARD_TEMPLATE.md Normal file
View File

@@ -0,0 +1,74 @@
# PMO Dashboard
**Last Updated:** YYYY-MM-DD HH:MM:SS
## Project Overview
| Project ID | Project Name | Status | Priority | Health | Progress | Next Milestone | Due Date | Tracking |
|------------|--------------|--------|----------|--------|----------|----------------|----------|----------|
| SAMPLE-001 | Demo Project | Active | Medium | Green | 25% | Complete initial design phase | 2025-12-31 | [Link](https://github.com/example/demo-project) |
| [PROJECT_ID] | [Project Name] | [Status] | [Priority] | [Health] | [%] | [Next Milestone] | [Due Date] | [Link] |
## Portfolio Health
### Status Distribution
- Active: 1
- On Hold: 0
- Completed: 0
- Planned: 0
### Priority Distribution
- Critical: 0
- High: 0
- Medium: 1
- Low: 0
### Health Indicators
- Green (Healthy): 1
- Yellow (Caution): 0
- Red (At Risk): 0
## Priority Queue
### What to Work On Next
1. **[PROJECT_ID]** - [Next Milestone] (Due: [Date])
2. **SAMPLE-001** - Complete initial design phase (Due: 2025-11-15)
## Recent Activity
| Date | Project | Activity |
|------|---------|----------|
| 2025-10-24 | SAMPLE-001 | Created demo project entry |
| [Date] | [Project] | [Activity] |
## Resource Allocation
### Projects by Priority
- **Critical Priority:** None
- **High Priority:** None
- **Medium Priority:** SAMPLE-001 (Demo Project)
- **Low Priority:** None
### Timeline View
```
Oct 2025 Nov 2025 Dec 2025
S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
SAMPLE-001 ████████████████████████>--------------------------->
```
Legend: █ = Active work, > = Milestone, - = Planned work
## Summary Statistics
- **Total Projects:** 1
- **Active Projects:** 1
- **Average Progress:** 25%
- **Projects at Risk:** 0
- **Upcoming Milestones (30 days):** 1
## Quick Actions
- [Add New Project](../projects/)
- [Update Project Status](../projects/)
- [View All Reports](../reports/)
- [Resource Management](../resources/)

35
pmo/artifacts/dashboard/README.md Normal file
View File

@@ -0,0 +1,35 @@
# PMO Dashboard
The dashboard provides a high-level view of all projects and their current status. It serves as the central "heads up display" for project management.
## Dashboard Components
- **Project Overview Table**: At-a-glance status of all projects
- **Portfolio Health**: Distribution of projects across statuses, priorities, and health indicators
- **Priority Queue**: Ranked list of what to work on next
- **Recent Activity**: Timeline of recent project updates
- **Resource Allocation**: View of resource distribution across projects
- **Timeline View**: Visual representation of project timelines
- **Summary Statistics**: Key metrics about the project portfolio
## Maintenance
- Update the dashboard regularly when project statuses change
- AI agents should update dashboard metrics when appropriate
- The dashboard provides an executive summary of portfolio health
- Ensure the "Last Updated" timestamp reflects the most recent change
## Updating the Dashboard
The dashboard should be updated when:
- A new project is added to the registry
- Project status, priority, or health changes
- Progress updates occur
- New milestones are reached
- Dependencies change
## File Structure
- `DASHBOARD_TEMPLATE.md` - Template for creating dashboards
- `current-dashboard.md` - Current dashboard (if maintained separately)
- Other dashboard views as needed

71
pmo/artifacts/dashboard/current-dashboard.md Normal file
View File

@@ -0,0 +1,71 @@
# Current PMO Dashboard
**Last Updated:** 2025-10-24 10:30:00
## Project Overview
| Project ID | Project Name | Status | Priority | Health | Progress | Next Milestone | Due Date | Tracking |
|------------|--------------|--------|----------|--------|----------|----------------|----------|----------|
| SAMPLE-001 | Demo Project | Active | Medium | Green | 25% | Complete initial design phase | 2025-11-15 | [Link](https://github.com/example/demo-project) |
## Portfolio Health
### Status Distribution
- Active: 1
- On Hold: 0
- Completed: 0
- Planned: 0
### Priority Distribution
- Critical: 0
- High: 0
- Medium: 1
- Low: 0
### Health Indicators
- Green (Healthy): 1
- Yellow (Caution): 0
- Red (At Risk): 0
## Priority Queue
### What to Work On Next
1. **SAMPLE-001** - Complete initial design phase (Due: 2025-11-15)
## Recent Activity
| Date | Project | Activity |
|------|---------|----------|
| 2025-10-24 | SAMPLE-001 | Created demo project entry |
## Resource Allocation
### Projects by Priority
- **Critical Priority:** None
- **High Priority:** None
- **Medium Priority:** SAMPLE-001 (Demo Project)
- **Low Priority:** None
### Timeline View
```
Oct 2025 Nov 2025 Dec 2025
S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
SAMPLE-001 ████████████████████████>--------------------------->
```
Legend: █ = Active work, > = Milestone, - = Planned work
## Summary Statistics
- **Total Projects:** 1
- **Active Projects:** 1
- **Average Progress:** 25%
- **Projects at Risk:** 0
- **Upcoming Milestones (30 days):** 1
## Quick Actions
- [Add New Project](../projects/)
- [Update Project Status](../projects/)
- [View All Reports](../reports/)
- [Resource Management](../resources/)

123
pmo/artifacts/docs/add-project-guide.md Normal file
View File

@@ -0,0 +1,123 @@
# Adding Projects to the PMO
This guide explains how to add new projects to the Project Management Office (PMO) system.
## Overview
The PMO system provides centralized visibility into all projects, enabling effective management and coordination. Adding a project to the PMO involves creating a project registry entry and updating the dashboard.
## Prerequisites
Before adding a project to the PMO, ensure you have:
1. A clear project name and unique identifier
2. An understanding of the project scope and objectives
3. A project-specific tracking system set up (GitHub repo, Trello board, etc.)
4. An estimate of the project timeline and milestones
## Step-by-Step Process
### Step 1: Prepare Project Information
Gather the following information for your project:
- **Name**: Human-readable project name
- **ID**: Unique identifier (e.g., PROJ-001, FEAT-002)
- **Status**: Active, On Hold, Completed, or Planned
- **Priority**: Critical, High, Medium, or Low
- **Health**: Green (Healthy), Yellow (Caution), or Red (At Risk)
- **Tracking URL**: Link to your project-specific tracking system
- **Owner**: Project owner (for future multi-person projects)
- **Dependencies**: Other projects this project depends on (if any)
- **Due Date**: Key milestone or completion date
- **Progress**: Current completion percentage (0-100%)
- **Next Milestone**: The next major milestone to achieve
### Step 2: Create Project Entry
1. Navigate to the `pmo/artifacts/projects/` directory
2. Choose your preferred format:
- For human-readable format: Use the `.md` template
- For AI processing: Use the `.json` template
3. Copy the appropriate template file:
- `PROJECT_TEMPLATE.md` for Markdown format
- `project-template.json` for JSON format
4. Rename the file using the convention: `{PROJECT_ID}_{PROJECT_NAME}.{md|json}`
- Example: `PROJ-001_EcommercePlatform.md`
5. Fill in all the project details gathered in Step 1
### Step 3: Complete Project Details
Fill out all sections of the project entry:
- **Description**: Provide a detailed explanation of the project
- **Objectives**: List the main objectives to be achieved
- **Milestones**: Define key milestones with target dates and status
- **Resources**: List team members, budget, and tools
- **Risks**: Identify potential risks with mitigation strategies
- **Notes**: Add any additional relevant information
### Step 4: Update the Dashboard
1. Navigate to `pmo/artifacts/dashboard/`
2. Update the `DASHBOARD_TEMPLATE.md` or create a current dashboard file:
- Add the project to the "Project Overview" table
- Update the "Status Distribution", "Priority Distribution", and "Health Indicators" counts
- Add the project to the "Priority Queue" if appropriate
- Include any recent activity in the "Recent Activity" table
- Update the "Summary Statistics"
3. Update the "Last Updated" timestamp
4. Consider the project's timeline in the "Timeline View"
### Step 5: Review and Validate
1. Ensure all required fields are filled out correctly
2. Verify that the tracking URL is accessible
3. Double-check dates and percentages for accuracy
4. Confirm the project priority and health status are appropriate
5. Ensure the next milestone is clearly defined
## Best Practices
- **Be Consistent**: Use consistent terminology and formatting across all projects
- **Keep It Current**: Regularly update project status and progress
- **Link Don't Duplicate**: Provide links to detailed tracking systems rather than duplicating information
- **Prioritize Accuracy**: Ensure health and priority indicators accurately reflect project status
- **Use Clear IDs**: Use meaningful project IDs that help identify the project type
- **Update Regularly**: Update the dashboard when project status changes
## AI Agent Integration
If you're using AI agents to manage projects:
- Use the JSON format for better machine readability
- Maintain consistent field values to enable automated processing
- Update the `last_updated` field whenever changes are made
- Follow the established schema to ensure compatibility
## Example
For a reference implementation, see the sample project:
`pmo/artifacts/projects/SAMPLE-001_DemoProject.md`
## Troubleshooting
**Problem**: Not sure what priority to assign?
**Solution**: Use this guide:
- Critical: Project blocks other work or has immediate business impact
- High: Important project with near-term deadlines
- Medium: Standard project with moderate importance
- Low: Nice-to-have or long-term project
**Problem**: Not sure what health status to assign?
**Solution**: Use this guide:
- Green: Project is on track, no significant issues
- Yellow: Project has some concerns, monitoring needed
- Red: Project has significant issues requiring immediate attention
## Maintenance
- Review project statuses regularly (weekly recommended)
- Archive completed projects to a separate directory
- Update dependencies when they change
- Clean up outdated information periodically

1
pmo/artifacts/docs/index.md
View File

@@ -6,6 +6,7 @@ This directory contains detailed documentation for the Project Management Office
- [Dashboard Documentation](./dashboard.md) - Information about PMO dashboards - [Dashboard Documentation](./dashboard.md) - Information about PMO dashboards
- [Project Registry Documentation](./projects.md) - Information about project tracking - [Project Registry Documentation](./projects.md) - Information about project tracking
- [Add Project Guide](./add-project-guide.md) - Guide for adding new projects to the PMO
- [Report Generation](./reports.md) - Information about status reports - [Report Generation](./reports.md) - Information about status reports
- [Resource Management](./resources.md) - Information about resource tracking - [Resource Management](./resources.md) - Information about resource tracking
- [Configuration Guide](./config.md) - Information about PMO configuration - [Configuration Guide](./config.md) - Information about PMO configuration

49
pmo/artifacts/projects/PROJECT_TEMPLATE.md Normal file
View File

@@ -0,0 +1,49 @@
# Project Template
## Project Information
| Field | Value |
|-------|-------|
| **Name** | [Project Name] |
| **ID** | [Unique Project ID] |
| **Status** | Active / On Hold / Completed / Planned |
| **Priority** | Critical / High / Medium / Low |
| **Health** | Green / Yellow / Red |
| **Last Updated** | YYYY-MM-DD HH:MM:SS |
| **Tracking URL** | [Link to project-specific tracking system] |
| **Owner** | [Project owner] |
| **Dependencies** | [Other projects this project depends on] |
| **Due Date** | [Key milestone or completion date] |
| **Progress** | [Percentage complete] |
| **Next Milestone** | [Next major milestone to achieve] |
## Project Details
### Description
[Detailed description of the project]
### Objectives
- [ ] [Objective 1]
- [ ] [Objective 2]
- [ ] [Objective 3]
### Milestones
| Milestone | Target Date | Status |
|-----------|-------------|--------|
| [Milestone 1] | [Date] | Not Started / In Progress / Completed |
| [Milestone 2] | [Date] | Not Started / In Progress / Completed |
| [Milestone 3] | [Date] | Not Started / In Progress / Completed |
### Resources
- Team Members: [List of contributors]
- Budget: [If applicable]
- Tools: [List of tools used for this project]
### Risks
| Risk | Impact | Mitigation Strategy |
|------|--------|-------------------|
| [Risk 1] | [High/Medium/Low] | [How to mitigate] |
| [Risk 2] | [High/Medium/Low] | [How to mitigate] |
### Notes
[Any additional notes about the project]

48
pmo/artifacts/projects/README.md Normal file
View File

@@ -0,0 +1,48 @@
# PMO Project Registry
This directory contains all registered projects in the PMO system. Each project should follow the standardized schema defined in the PMO proposal.
## Project Entry Templates
- `PROJECT_TEMPLATE.md` - Human-readable template for project entries
- `project-template.json` - Machine-readable template for AI processing
## Adding a New Project
To add a new project to the registry:
1. Copy the project template that best suits your needs
2. Fill in all required fields according to the schema
3. Save the file with a descriptive name (e.g., `{PROJECT_ID}_{PROJECT_NAME}.md` or `{PROJECT_ID}_{PROJECT_NAME}.json`)
4. Update the main dashboard to reflect the new project
## Project Schema
Each project entry should contain:
| Field | Description | Required |
|-------|-------------|----------|
| `name` | Project name (human readable) | Yes |
| `id` | Unique identifier | Yes |
| `status` | Current status (Active, On Hold, Completed, Planned) | Yes |
| `priority` | Priority level (Critical, High, Medium, Low) | Yes |
| `health` | Health indicator (Green, Yellow, Red) | Yes |
| `last_updated` | Timestamp of last status update | Yes |
| `tracking_url` | Link to project-specific tracking | Yes |
| `owner` | Project owner | No |
| `dependencies` | Other projects this project depends on | No |
| `due_date` | Key milestone or completion date | No |
| `progress` | Percentage complete | Yes |
| `next_milestone` | Next major milestone to achieve | Yes |
## Project Status Values
- **Status**: `Active`, `On Hold`, `Completed`, `Planned`
- **Priority**: `Critical`, `High`, `Medium`, `Low`
- **Health**: `Green`, `Yellow`, `Red`
## File Naming Convention
Use the format: `{PROJECT_ID}_{PROJECT_NAME}.{md|json}`
Example: `PROJ-001_EcommercePlatform.md`

72
pmo/artifacts/projects/SAMPLE-001_DemoProject.json Normal file
View File

@@ -0,0 +1,72 @@
{
"name": "Demo Project",
"id": "SAMPLE-001",
"status": "Active",
"priority": "Medium",
"health": "Green",
"last_updated": "2025-10-24 10:00:00",
"tracking_url": "https://github.com/example/demo-project",
"owner": "Project Owner",
"dependencies": [],
"due_date": "2025-12-31",
"progress": 25,
"next_milestone": "Complete initial design phase",
"description": "This is a sample project created to demonstrate the PMO project registry functionality. It serves as an example of how projects should be structured and tracked within the PMO system.",
"objectives": [
"Set up project structure",
"Complete initial design phase",
"Implement core features",
"Testing and validation",
"Project completion"
],
"milestones": [
{
"name": "Project Setup",
"target_date": "2025-10-20",
"status": "Completed"
},
{
"name": "Initial Design",
"target_date": "2025-11-15",
"status": "In Progress"
},
{
"name": "Feature Implementation",
"target_date": "2025-11-30",
"status": "Not Started"
},
{
"name": "Testing",
"target_date": "2025-12-15",
"status": "Not Started"
},
{
"name": "Project Completion",
"target_date": "2025-12-31",
"status": "Not Started"
}
],
"resources": {
"team_members": [
"Project Owner"
],
"budget": "Demo project",
"tools": [
"GitHub",
"Documentation tools"
]
},
"risks": [
{
"risk": "Scope creep",
"impact": "Medium",
"mitigation_strategy": "Clearly defined objectives and scope"
},
{
"risk": "Resource availability",
"impact": "Low",
"mitigation_strategy": "Single owner, flexible timeline"
}
],
"notes": "This is a demonstration project for the PMO system. It shows how projects should be documented and tracked according to the established schema."
}

53
pmo/artifacts/projects/SAMPLE-001_DemoProject.md Normal file
View File

@@ -0,0 +1,53 @@
# Sample Project: Demo Project
## Project Information
| Field | Value |
|-------|-------|
| **Name** | Demo Project |
| **ID** | SAMPLE-001 |
| **Status** | Active |
| **Priority** | Medium |
| **Health** | Green |
| **Last Updated** | 2025-10-24 10:00:00 |
| **Tracking URL** | https://github.com/example/demo-project |
| **Owner** | Project Owner |
| **Dependencies** | None |
| **Due Date** | 2025-12-31 |
| **Progress** | 25% |
| **Next Milestone** | Complete initial design phase |
## Project Details
### Description
This is a sample project created to demonstrate the PMO project registry functionality. It serves as an example of how projects should be structured and tracked within the PMO system.
### Objectives
- [x] Set up project structure
- [ ] Complete initial design phase
- [ ] Implement core features
- [ ] Testing and validation
- [ ] Project completion
### Milestones
| Milestone | Target Date | Status |
|-----------|-------------|--------|
| Project Setup | 2025-10-20 | Completed |
| Initial Design | 2025-11-15 | In Progress |
| Feature Implementation | 2025-11-30 | Not Started |
| Testing | 2025-12-15 | Not Started |
| Project Completion | 2025-12-31 | Not Started |
### Resources
- Team Members: Project Owner
- Budget: $0 (Demo project)
- Tools: GitHub, Documentation tools
### Risks
| Risk | Impact | Mitigation Strategy |
|------|--------|-------------------|
| Scope creep | Medium | Clearly defined objectives and scope |
| Resource availability | Low | Single owner, flexible timeline |
### Notes
This is a demonstration project for the PMO system. It shows how projects should be documented and tracked according to the established schema.

45
pmo/artifacts/projects/project-template.json Normal file
View File

@@ -0,0 +1,45 @@
{
"name": "[Project Name]",
"id": "[Unique Project ID]",
"status": "Active",
"priority": "Medium",
"health": "Green",
"last_updated": "YYYY-MM-DD HH:MM:SS",
"tracking_url": "[Link to project-specific tracking system]",
"owner": "[Project owner]",
"dependencies": [],
"due_date": "[Key milestone or completion date]",
"progress": 0,
"next_milestone": "[Next major milestone to achieve]",
"description": "[Detailed description of the project]",
"objectives": [
"[Objective 1]",
"[Objective 2]",
"[Objective 3]"
],
"milestones": [
{
"name": "[Milestone 1]",
"target_date": "[Date]",
"status": "Not Started"
},
{
"name": "[Milestone 2]",
"target_date": "[Date]",
"status": "Not Started"
}
],
"resources": {
"team_members": [],
"budget": null,
"tools": []
},
"risks": [
{
"risk": "[Risk 1]",
"impact": "Medium",
"mitigation_strategy": "[How to mitigate]"
}
],
"notes": "[Any additional notes about the project]"
}