| name | Schedule Risk Review |
| slug | schedule_risk_review |
| version | 0.1.0 |
| status | draft |
| category | residential_multifamily |
| subsystem | residential_multifamily |
| pack_type | workflow |
| targets | ["claude_code"] |
| stale_data | Duration assumptions by trade and market drift. Overlay governs materiality thresholds
on schedule variance. Lease-up and construction stabilization interlocks change with
market conditions.
|
| applies_to | {"segment":["middle_market"],"form_factor":["garden","walk_up","wrap","suburban_mid_rise","urban_mid_rise"],"lifecycle":["development","construction","renovation","lease_up"],"management_mode":["self_managed","third_party_managed","owner_oversight"],"role":["construction_manager","development_manager","asset_manager","estimator_preconstruction_lead"],"output_types":["memo","kpi_review"],"decision_severity_max":"action_requires_approval"} |
| references | {"reads":["reference/normalized/construction_duration_assumptions__{region}.csv","reference/normalized/approval_threshold_defaults.csv"],"writes":[]} |
| metrics_used | ["schedule_variance_days","milestone_slippage_rate","punchlist_closeout_rate","lease_up_pace_post_delivery","stabilization_pace_vs_plan"] |
| escalation_paths | [{"kind":"schedule_slip_above_threshold","to":"construction_manager -> asset_manager -> executive"},{"kind":"critical_path_disruption","to":"construction_manager + asset_manager -> approval_request per overlay"}] |
| approvals_required | ["schedule_rebaseline"] |
| description | Reviews current schedule against baseline, identifies critical-path risks, recomputes
completion and stabilization probability, and routes a rebaseline proposal when
warranted. Integrates with `workflows/cost_to_complete_review` and
`workflows/draw_package_review` for financial consequences.
|
Schedule Risk Review
Workflow purpose
Keep the project schedule honest. Measure slip, name the cause, quantify the cost and lease-up downstream impact, and route any rebaseline.
Trigger conditions
- Explicit: "run schedule risk", "what's the slip", "rebaseline proposal".
- Implicit: milestone slipped vs. baseline; critical-path disruption; weather delay beyond overlay tolerance; lease-up pace approaching stabilization deadline.
- Recurring: monthly per active project.
Inputs (required / optional)
| Input | Type | Required | Notes |
|---|
| Current schedule | record | required | |
| Baseline schedule | record | required | |
| Milestone record | table | required | baseline vs. current forecast |
| Critical-path disruption log | log | optional | |
| Duration assumption overlay | csv | required | |
| Lease-up plan (if applicable) | record | optional | |
Outputs
| Output | Type | Shape |
|---|
| Schedule delta view | kpi_review | schedule_variance_days, milestone_slippage_rate |
| Critical-path memo | memo | cause, cost impact, lease-up impact |
| Rebaseline proposal | memo | with approval path |
| Lease-up delivery scenario | kpi_review | lease_up_pace_post_delivery / stabilization_pace_vs_plan |
Required context
Asset_class, segment, form_factor, market, project.
Process
- Compute schedule delta.
schedule_variance_days and milestone_slippage_rate.
- Classify cause. Trade delay, material lead time, permit, weather, design, labor, owner decision.
