generate-checklist

name

generate-checklist

description

Generates project management checklists for Phase 5 (Launch) and Phase 6 (Closure): launch readiness checklist (launch-checklist.md), technical readiness checklist (tech-readiness-checklist.md), and handover-to-operations checklist (handover-checklist.md). Covers tasks #22, #24, and #32 of the project management agent. Mode B: agent pre-populates base items from PMBoK-aligned templates and enriches with data from project-plan.md if available; PM reviews and finalizes. Checklist type is inferred from context; if ambiguous, agent asks. Triggers EN: 'launch checklist', 'tech readiness checklist', 'handover checklist'.

Skill: generate-checklist

Generates three types of project checklists for the Launch (Phase 5) and Closure (Phase 6) phases. Populates base items from PMBoK-aligned templates; enriches with project-plan.md data when available. Mode B: agent prepares a draft, PM reviews and finalizes.

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Triggers

Russian: «чек-лист запуска», «чек-лист технической готовности», «чек-лист передачи», «подготовь чеклист», «проверка готовности к запуску», «список для передачи в эксплуатацию» English: "launch checklist", "tech readiness checklist", "handover checklist", "generate checklist", "readiness checklist", "deployment checklist", "closure checklist"

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Language Detection

• Request in Russian → templates with -ru suffix, responses in Russian
• Otherwise → templates with -en suffix, responses in English

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Input

Data	Required	Source
Checklist type (launch / tech readiness / handover)	no	Inferred from context or PM question
Project name	no	project-state.md or PM in chat
Responsible person	no	PM specifies or left blank
Task and milestone data	no	02-planning/project-plan.md — for auto-population
Launch / handover date	no	PM specifies or from project-plan.md

Output

File	Project path	Type	Task
launch-checklist.md	03-execution/	Launch checklist	#22
tech-readiness-checklist.md	03-execution/	Tech readiness checklist	#24
handover-checklist.md	04-closure/	Handover checklist	#32

File structure is defined in the corresponding template from templates/.

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Instructions

Step 1 — Determine Checklist Type

Guard-rail — verify request type. If the request concerns checklist methodology in general, not a specific project checklist → respond: "generate-checklist creates three types of project checklists: launch (#22, Phase 5), technical readiness (#24, Phase 5), and operations handover (#32, Phase 6). Specify which checklist you need or describe the context." Do not start the workflow.

Infer type from request context:

Context / keywords	Checklist type
"launch", "go-live", "market release", task #22	launch-checklist
"tech readiness", "deploy", "infrastructure", task #24	tech-readiness-checklist
"handover", "operations", "closure", task #32	handover-checklist

If type cannot be determined unambiguously → ask: "Which checklist do you need?

1. Launch checklist (#22) — confirming overall product/project readiness for launch.
2. Technical readiness checklist (#24) — verifying technical and infrastructure readiness.
3. Operations handover checklist (#32) — documenting project transfer to the support/operations team." Do not proceed to Step 2 without an answer.

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Step 2 — Gather Context Data

Read project-state.md to obtain:

• Project name
• Current phase and launch date (if specified)

If 02-planning/project-plan.md is available — read and extract:

• Planned launch / handover date
• Key milestones of Phase 5 or Phase 6
• Task list and owners for the phase (for auto-populating checklist items)
• Team composition (PM, tech lead, business owner)

If files are unavailable: continue with template base items. Output to chat: "project-plan.md not found — generating checklist from PMBoK template. Add specific tasks, dates, and owners manually."

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Step 3 — Build the Checklist

Load the corresponding template:

Type	Template (RU)	Template (EN)
launch-checklist	templates/launch-checklist-ru.md	templates/launch-checklist-en.md
tech-readiness-checklist	templates/tech-readiness-checklist-ru.md	templates/tech-readiness-checklist-en.md
handover-checklist	templates/handover-checklist-ru.md	templates/handover-checklist-en.md

Populate template placeholders:

1. Project name, date, responsible — from project-state.md or PM's data
2. Checklist items — base items from template (PMBoK Best Practice) + specifics from project-plan.md
3. Owners per item — from project plan if available; otherwise [PM] as placeholder
4. Due dates — from project plan if available; otherwise [date] as placeholder

Enrichment rule: if project-plan.md contains specific Phase tasks, add them as additional items under the matching template section, marked [from plan].

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Step 4 — Show Draft to PM

Output to chat:

• Brief summary: checklist type, number of sections, number of items
• First 2 sections as preview (markdown)

Ask: "Draft checklist is ready. Would you like to:

1. Save as is → I will generate the file.
2. Add / remove items → describe your changes.
3. Update owners or dates → specify."

Do not create the file until PM confirms.

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Step 5 — Create File and Save

1. Create file per the table in the Output section.
2. Save to the corresponding project folder.
3. Update project-state.md: add/update artifact record → status draft.
4. Write to logs/log.md: date, skill, checklist type, file path.
5. Output to chat:
   • "File saved: {path}"
   • Next orchestration step (see table below)

Post-creation orchestration:

Checklist type	Next step
launch-checklist (#22)	Run tech-readiness-checklist (#24) in parallel; after both → coordinate-executors (#23)
tech-readiness-checklist (#24)	Run in parallel with launch-checklist (#22); both complete → launch phase active
handover-checklist (#32)	After completion → generate-closure-report (#31)

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Templates

File	Checklist type
templates/launch-checklist-ru.md	Launch checklist (RU)
templates/launch-checklist-en.md	Launch checklist (EN)
templates/tech-readiness-checklist-ru.md	Tech readiness checklist (RU)
templates/tech-readiness-checklist-en.md	Tech readiness checklist (EN)
templates/handover-checklist-ru.md	Handover checklist (RU)
templates/handover-checklist-en.md	Handover checklist (EN)

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Dependencies

Reads:

• project-state.md — project name, phase (optional)
• 02-planning/project-plan.md — tasks, milestones, owners (optional)

Feeds data to:

• 03-execution/launch-checklist.md → coordinate-executors (#23)
• 03-execution/tech-readiness-checklist.md → activates launch phase
• 04-closure/handover-checklist.md → generate-closure-report (#31)

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Constraints

• Mode B: draft for PM; PM reviews and approves
• One checklist type per invocation; for multiple types — separate skill calls
• Without project-plan.md — base template items only; placeholders for project-specific data
• Does not modify project-plan.md or other artifacts
• Does not create Jira tasks — use coordinate-executors for that
• Base items follow PMBoK 8 and Agile best practice; PM adapts to project specifics