generate-resource-plan

name

generate-resource-plan

description

Generates a resource allocation plan (resource-plan.md) for Phase 2 — Planning, based on project-plan.md and team-list.md. Produces a role-by-phase FTE matrix with person-month calculations, rates (when available), external resources section, and a phase-load summary. Covers task #8 of the project management agent. Mode B: agent prepares draft, PM reviews and approves. Required input for generate-budget (#9). Triggers RU: «составь ресурсный план», «распредели ресурсы по проекту», «кто и когда работает», «ресурсный план проекта», «загрузка команды по фазам», «generate-resource-plan». Triggers EN: 'generate resource plan', 'resource allocation plan', 'create resource plan', 'team allocation by phase', 'staffing plan', 'who works when'.

Skill: generate-resource-plan

Generates a resource allocation plan for an IT project during the planning phase (Phase 2). Reads the project plan (phase durations) and team list (roles, FTE, rates), builds a role-by-phase FTE matrix with person-month totals and cost estimates (when rates are available). Output: resource-plan.md — the primary input for generate-budget. Mode B: agent prepares draft, PM reviews.

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Triggers

Russian: «составь ресурсный план», «распредели ресурсы по проекту», «кто и когда работает», «ресурсный план проекта», «загрузка команды по фазам», «ресурсы на проект» English: "generate resource plan", "resource allocation plan", "create resource plan", "team allocation by phase", "staffing plan", "who works when", "resource plan"

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Language Detection

Determine the language of the user's request:

• If the request is in Russian → use templates with the -ru suffix, respond in Russian
• Otherwise → use templates with the -en suffix, respond in English

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Input

Data	Required	Source
Project plan	yes	02-planning/project-plan.md
Team list	yes	input/team-list.md
Project charter	no	01-initiation/project-charter.md — project name, PM, GTM scope
Preliminary estimate	no	01-initiation/preliminary-estimate.xlsx — aggregated team costs by phase (fallback)
Constraints	no	input/constraints.md — resource or headcount constraints

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Output

File	Project path	Format
resource-plan.md	02-planning/	.md

File structure — 4 sections (Internal Team, Allocation Matrix, External Resources, Summary) — defined in templates/resource-plan-{lang}.md.

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Instructions

Step 1 — Check Dependencies

Guard-rail — check request type. If the request contains language related to budget calculation, cost totals, contingency reserves, financial planning, or total project cost — even alongside a resource plan request — respond: "generate-resource-plan creates a role-by-phase allocation matrix, not a budget. For the project budget use generate-budget (task #9) — it reads resource-plan.md and produces project-budget.xlsx. Run generate-resource-plan first, then generate-budget." Do not start the workflow.

If the request is about task decomposition, sprint planning, or WBS → respond: "generate-resource-plan shows who is allocated at what FTE per phase, not a task breakdown. For task-level planning use generate-project-plan." Do not start the workflow.

Check for required files:

1. 02-planning/project-plan.md
2. input/team-list.md

If project-plan.md is not found: Stop. Respond: "A project plan is required to generate the resource plan. Run generate-project-plan (task #7) first — it defines phases, durations, and key activities that drive resource allocation."

If team-list.md is not found: Stop. Respond: "A team list is required to generate the resource plan. Create input/team-list.md with roles, team members, and FTE allocation per phase, then run this skill again."

If both files are found: proceed to Step 2.

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Step 2 — Extract Phase Data from project-plan.md

Read 02-planning/project-plan.md and extract:

• List of phases (Phase 1 through Phase 6, or as defined in the plan)
• Duration of each phase (in weeks; convert to months: weeks / 4.3, round to 1 decimal)
• Key activities per phase — used to infer which roles are active
• Project name and PM (if present) — also check project-charter.md

Record the phase list and durations. This is the column structure for the allocation matrix.

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Step 3 — Extract Team Data from team-list.md

Read input/team-list.md and extract:

Internal team (штатные / permanent):

• Role, name, grade
• FTE allocation: use the percentage from team-list.md as the base allocation
  • If allocation is given as a single number for the whole project (e.g., "80%") → apply it uniformly across all phases where the role is active
  • If allocation varies by phase or period → record phase-specific values
• Rates:
  • If rates are given ($/month or ₽/month) → record for cost calculation
  • If rates are "—" or marked as штат/operational budget → record as "—", add note in assumptions: "Internal team salaries are included in the company's operational budget and are not reflected in the project budget."

External resources (contractors, outsource):

• Role, vendor/name, engagement period, budget (fixed sum), scope of work
• Map the engagement period to phases from Step 2

From constraints.md (if available):

• Any headcount limits, FTE caps, or team availability constraints → record in Assumptions.

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Step 4 — Build the Allocation Matrix

Construct the FTE allocation matrix: rows = roles, columns = phases.

For each role × phase combination:

1. Is the role active in this phase?
   • If project-plan.md or team-list.md explicitly states the phase → use it
   • If not explicitly stated: use the general project FTE from team-list.md, assume the role is active in phases where the key activities match the role's competency
   • PM / Project Manager is active across all phases at their stated FTE
2. Record FTE % per phase (e.g., 0.5 = 50%, 1.0 = 100%, 0 = not active)
3. Calculate person-months: p-m = FTE × phase_duration_months
   • Round to 1 decimal place
4. If rate is available: calculate phase_cost = p-m × rate

Row totals: sum of person-months across all phases for each role. Column totals: sum of person-months across all roles for each phase.

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Step 5 — Compile Assumptions and Risk Notes

Write the Assumptions section (minimum 3 items):

1. Data source for phase durations (project-plan.md, which phase structure was used)
2. FTE allocation logic (uniform vs phase-specific; basis for inference if used)
3. Rate handling: "Rates taken from team-list.md" OR "Internal team on operational budget — cost columns left blank. External resources: contract amounts as stated in team-list.md"
4. Any phase-allocation assumptions made by the agent (e.g., "QA assumed active in phases 3–5 based on testing activities in project-plan.md")
5. If preliminary-estimate.xlsx was used as a fallback for aggregated team cost → state it

Resource risks (if detected):

• Any role allocated at 100% across multiple overlapping phases → flag as overallocation risk
• Any role that is the only resource in a critical competency area (e.g., sole developer, sole designer) and is heavily loaded (≥80% FTE) across all phases → flag as single-point-of-failure risk
• Critical path roles (e.g., sole developer) allocated below 50% on key phases → flag
• External resource engagement not aligned with phase dates → flag

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Step 6 — Create resource-plan.md and Save

Follow the schema in templates/resource-plan-{lang}.md:

1. Create resource-plan.md in {project}/02-planning/.
2. Show in chat:
   • Confirmation: "resource-plan.md saved to 02-planning/."
   • Allocation matrix as a markdown table (Section 2 summary).
   • List of assumptions.
   • Resource risk flags (if any).
   • Next step: "Resource plan is ready. Review FTE allocations and correct if needed. Once approved, use generate-budget (task #9) — it reads this file to calculate the project budget."
3. Write to logs/log.md: date, skill, file created, total person-months, rate coverage (e.g., "rates available for 2/5 roles").
4. Update project-state.md: artifact resource-plan.md status → "draft".

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Templates

File	Purpose
templates/resource-plan-ru.md	Artifact schema (RU)
templates/resource-plan-en.md	Artifact schema (EN)

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Dependencies

Reads:

• 02-planning/project-plan.md — phases, durations, key activities
• input/team-list.md — roles, FTE allocation, rates, external resources
• 01-initiation/project-charter.md — project name, PM, GTM scope
• 01-initiation/preliminary-estimate.xlsx — aggregated team costs (optional fallback)
• input/constraints.md — resource constraints (optional)

Passes data to:

• generate-budget (#9) — FTE, rates, person-months per phase → cost calculation

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Constraints

• Mode B: resource plan is a draft for PM review, not a final document
• Does not build a task schedule or WBS — use generate-project-plan
• Does not calculate the project budget — use generate-budget
• FTE values are taken from team-list.md; the skill does not validate them against calendar capacity or workday availability
• Internal team rates marked "—" are left blank in cost columns — this is intentional
• Operates on one project per invocation
• If project-plan.md is unavailable — skill does not run; no fallback