| name | generate-change-impact |
| description | Generates a change impact assessment file (change-impact-CR-001.xlsx) for Phase 4 — Development. PM describes a scope change request; the agent classifies the change (scope / budget / timeline / resource), analyzes impact on project-plan.md and project-budget.xlsx, calculates timeline delta, budget delta, and risk level (Low / Medium / High), then produces a two-sheet xlsx artifact with a summary and detailed breakdown. PM reviews the draft and makes the final approval decision. Covers task #21 of the project management agent. Mode B: agent prepares draft, PM decides. If approved — updates project-plan.md via generate-project-plan. Triggers EN: 'scope change request', 'change impact assessment', 'generate change impact'. |
Skill: generate-change-impact
Generates a change impact assessment for Phase 4 — Development (task #21).
PM describes the change request; the agent classifies it, analyzes impact on
timeline and budget, calculates deltas and risk level. Output: change-impact-{id}.xlsx.
Mode B: agent prepares draft, PM makes the decision.
Triggers
Russian: «запрос на изменение скоупа», «оценка изменения», «влияние изменения на проект», «изменение скоупа», «CR по проекту», «оцени изменение», «изменение требований», «корректировка скоупа»
English: "scope change request", "change impact assessment", "generate change impact", "change request analysis", "evaluate scope change", "change order impact"
Language Detection
Determine the language of the user's request:
- If the request is in Russian → use templates with
-ru suffix, respond in Russian
- Otherwise → use templates with
-en suffix, respond in English
Input
| Data | Required | Source |
|---|
| Change description | yes | PM writes in chat |
| Request ID (CR-001, etc.) | no | PM provides or agent assigns next in sequence |
| Requester | no | PM provides or leave blank |
| Project plan | no | 02-planning/project-plan.md — deadlines and tasks |
| Project budget | no | 02-planning/project-budget.xlsx — budget items |
Output
| File | Project path | Format | Description |
|---|
change-impact-{id}.xlsx | 04-development/ | .xlsx | Change impact assessment |
File structure — 2 sheets (Summary, Impact Detail) — defined in templates/change-impact-{lang}.md.
Instructions
Step 1 — Validate Request
Guard-rail — check request type.
If the request concerns general change management (methodology, processes) or does not
describe a specific scope change → respond:
"generate-change-impact assesses the impact of a specific scope change request.
Describe the specific change: what needs to change, the rationale, and the expected impact.
The skill will produce a structured assessment for decision-making."
Do not start the workflow.
If the request contains a description of a specific change → proceed to Step 2.
Step 2 — Collect Change Request Data
Extract from chat:
- Change description — what is changing (functionality, technology, scope of work)
- Rationale — why the change is needed
- ID — if PM provided one (CR-001, CR-002, etc.)
- Requester — who initiated the change (client, team, PM, external factor)
If the change involves replacing a technology, architecture, or platform
(keywords: "rewrite", "replace platform", "migrate to", "entire [component]"):
Ask a clarifying question before proceeding to Step 3:
"To calculate impact accurately, please clarify:
- Does the change affect the entire [component] or only part of it?
- Is the work planned in parallel with current sprint tasks or sequentially (after the current sprint)?"
Do not proceed to Step 3 without an answer.
If the description is insufficient:
Ask: "Please describe the change in more detail:
- What exactly is changing in scope (features, requirements, scope of work)?
- Why is this change needed?
- Are there any known deadline or budget constraints for this change?"
If no ID is provided: assign the next in sequence (find the last CR-XXX in 04-development/
or start with CR-001). Notify PM: "Request assigned ID: CR-001."
Change category classification:
Based on the description, determine the category:
scope — adding or removing functionality or requirements
budget — change in funding without altering functionality
timeline — deadline shift without changing scope or budget
resource — replacing, adding, or removing team members
If the change affects multiple categories — assign a primary one, list the rest as secondary.
Step 3 — Read Project Data
Read project files for impact analysis:
02-planning/project-plan.md — current deadlines, tasks, milestones
02-planning/project-budget.xlsx — budget items and approved amounts
If files are unavailable or not found:
Ask PM a clarifying question:
"Files project-plan.md / project-budget.xlsx not found. For a more accurate assessment, please provide:
- Approximate project completion date?
- Approved budget (approximate amount)?
- Dates of the nearest key milestones (if known)?
If this data is not available — I will generate the assessment based on the change description only."
Use the answers in the Step 4 analysis.
Mark the data source in the artifact: "data provided by PM (files not loaded)" or "estimate — no project files".
Step 4 — Impact Analysis
Analyze across four dimensions. Record each value with an explicit data source
(from file or agent estimate based on PM description).
4.1 Timeline Impact
- Identify affected tasks and milestones from project-plan.md
- Calculate the shift in working days for each affected task
- Determine the total shift of the final deadline (if applicable)
- Identify critical path: does the change shift the project completion date?
4.2 Budget Impact
- Identify affected budget items from project-budget.xlsx
- Estimate the delta in monetary terms (absolute and %)
- If budget data is unavailable — mark as "to be confirmed by PM"
4.3 Resource Impact
- Determine whether additional or different team members are required
- Specify roles and time volume (if applicable)
4.4 Risk Level and Overall Impact Level
Determine the impact level using the matrix:
| Level | Criteria |
|---|
| Low | Shift ≤ 5 working days, budget delta ≤ 5%, does not affect critical path |
| Medium | Shift 6–15 working days OR budget delta 6–15% OR affects critical path |
| High | Shift > 15 working days OR budget delta > 15% OR changes architecture/core requirements |
Record the final level: Low / Medium / High.
Step 5 — Confirm Data with PM
Show PM a brief impact summary in chat before generating the file:
CR-001 — [change title]
Category: [scope/budget/timeline/resource]
Timeline impact: [+X working days / "no impact"]
Budget impact: [+X / ±0 / "to be confirmed"]
Impact level: [Low/Medium/High]
Ask: "Is this data correct? Confirm or correct — I will generate the file."
Do not create the file until PM confirms.
Step 6 — Create xlsx and Save
Follow the schema from templates/change-impact-{lang}.md.
- Use the xlsx skill to create
change-impact-{id}.xlsx.
- Save to
{project}/04-development/change-impact-{id}.xlsx.
- Output in chat:
- Confirmation: "File saved: 04-development/change-impact-{id}.xlsx"
- Sheet 1 Summary as a Markdown table (key blocks only)
- Question: "Assessment ready. Your decision: Approved / Rejected / Postponed?
Add a comment if needed."
- Do not make the decision for PM — this is always the human's call.
Step 7 — Record Decision
After PM responds:
- Record the decision (Approved / Rejected / Postponed + date + comment) in the
"PM Decision Block" of the file (if xlsx is edited) or save separately in
logs/log.md.
- Update
project-state.md: artifact change-impact-{id}.xlsx → "approved".
- Write to
logs/log.md: date, CR-ID, category, impact level, decision.
- If decision is Approved → notify PM:
"Change approved. To update the project plan, run generate-project-plan
(task #7) using data from CR-{id}: [task shifts and budget delta]."
Templates
| File | Purpose |
|---|
templates/change-impact-ru.md | xlsx artifact schema (RU) |
templates/change-impact-en.md | xlsx artifact schema (EN) |
Dependencies
Reads:
- Change description from chat (required)
02-planning/project-plan.md — deadlines and tasks (optional)
02-planning/project-budget.xlsx — budget items (optional)
Passes data to:
04-development/change-impact-{id}.xlsx → generate-project-plan (#7)
— on change approval, to update the project plan
Calls:
xlsx skill — to create the .xlsx file
Constraints
- Mode B: assessment is a draft for PM; approval decision is always made by the human
- One CR per invocation; for multiple CRs — run the skill separately for each
- If project-plan.md and project-budget.xlsx are unavailable — analysis is based on PM data, marked "estimate — no project files"
- Does not modify project-plan.md directly — only recommends running generate-project-plan after approval
- Does not create Jira tasks — use coordinate-executors for that
- Category classification is automatic based on description; PM can correct it at Step 5