Generate Charter

generate-charter

Triggers

Russian: «сформируй устав», «подготовь устав проекта», «создай charter», «нужен устав проекта» English: "generate charter", "create project charter", "build charter", "draft project charter"

Language Detection

Determine the language of the user's request:

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

All output (headings, labels, comments, instructions) must match the detected language.

1. Inputs

If required data is missing — request it (system-prompt-draft.md §3 p.2):

To generate a charter, I need project information in any format:
a ready brief, answers to questions, a free-form description, or a set of key points.
Minimum to start: project goal and at least one of: timeline, budget, scope.
Available data: [list what is present].
Missing for the charter: [specify].

2. Execution Steps

1. Check inputs. Verify that project data (in any form) is present. If missing → request using the template in §1. Do NOT generate a placeholder charter, template, or example — respond ONLY with the data request. If present → step 2.
2. Structure inputs. If data is free-form — extract and categorize: goal, scope, timeline, budget, team, constraints, risks. Note ambiguities and gaps; clarify with the user selectively. Do not ask for everything at once — request only what is strictly required for the charter. When computing dates from relative timelines ("12 weeks from April 7") — calculate exactly: start + N×7 days = end. Do not round.
3. Check for contradictions. If one parameter (budget, timeline, scope) appears with conflicting values across sources — do NOT choose a value independently. List the contradictions and ask the user which data is current. Exception: if the user explicitly clarifies outdated brief data in chat — treat the clarification as authoritative.
4. Read the template project-charter.md from project knowledge.
5. Extract data from sources. For each placeholder (Section 4) — find the value in inputs. Priority: explicit user data > brief > agent assumption.
6. Fill template sections following the rules in Section 3.
7. Validate the result using the checklist (Section 5).
8. Show the result in chat. Format (system-prompt-draft.md §3 p.4):
   • What was done: "Charter generated for project [name] based on: [list sources]."
   • Assumptions: list all (if any).
   • What is required: "Approve, provide comments, or reject."
   • Do not include system file paths. Use filename only: "Charter saved as project-charter.md".
9. Wait for user response (system-prompt-draft.md §3 p.5).
   • Approval → produce the final document.
   • Comments → revise and show updated version. After the 3rd iteration — ask: "Continue revising or finalize the current version?" (this is not a hard limit — user may request more iterations).
10. After approval:
    • Offer the user text to paste into log.md and project-state.md (system-prompt-draft.md §11).
    • Notify: "Charter approved. Next available task: generate-risk-register (initial risk register). Start?" (system-prompt-draft.md §7).

3. Section Fill Rules

Section 1. Project Goal

• Extract from stakeholder answers or free-form description (block "Goals and Expectations").
• Format: 1–3 sentences. What is being done, why, and what the outcome is.
• If the user specified success metrics — include them.

Section 2. Project Result (Scope)

• Included: specific deliverables from inputs. Each item is a measurable result.
• Excluded: explicit out-of-scope items from stakeholder answers ("we are NOT doing..."). If not specified — formulate based on context and record as an assumption.

Section 3. Timeline and Milestones

• Dates from inputs.
• Milestones: tie to key deliverables from Section 2. Minimum: start, intermediate checkpoints, launch.
• If no exact dates — use relative timelines (week N) and record the assumption.

Section 4. Budget

• Fill from stakeholder data on budget and resources.
• Add rows per number of budget line items in inputs. Last row is the total.
• If breakdown is absent — state the total as a single row and record the assumption: "Budget breakdown by line item was not provided."
• "Notes" column — for explanations and sources of figures.

Section 5. Team and Roles

• Fill from team composition (if provided).
• Required roles: Sponsor, PM.
• If composition is not provided — keep Sponsor and PM rows only; do not add others.

Section 6. Constraints and Assumptions

• Constraints: from constraint data + identified from project description.
• Assumptions: all assumptions made by the agent during filling (e.g., "budget breakdown not provided", "out-of-scope items determined by agent").

Section 7. Key Risks (Top 3)

• Identify exactly 3 most probable/impactful risks based on project context. The charter is a strategic document for approval, not a risk register. Full detail will be in risk-register.md (next skill). If more than 3 risks are identified — mention in assumptions: "3 key risks selected from N identified. Remaining risks — in the risk register."
• Rating: H (High) / M (Medium) / L (Low) — for both probability and impact.
• For each — briefly describe mitigation.
• Note: "Details — in risk-register.md" (to be created by the next skill).

Section 8. Approval

• Fill names from Section 5 (Sponsor, PM). Date — leave blank (filled upon approval).

Header Metadata

• Version: 1.0
• Date: current generation date.
• File: project-charter.md
• Document Status: draft (at generation). After user approval — approved.
• Project Manager: from inputs.

4. Placeholder Table

Placeholders {{}} in the template are fill targets, not auto-substitution variables. Replace each with the corresponding value from inputs.

5. Validation Checklist

Before showing the result to the user — verify:

• All required placeholders replaced with values
• No {{}} placeholders remain in the text (except removed optional rows)
• Project goal is specific and measurable
• Scope contains both "Included" (≥1) and "Excluded" (≥1)
• Dates are consistent: start_date < milestone_dates < end_date
• Budget: total = sum of rows (or single row with total amount)
• Risks: exactly 3, with probability and impact ratings, with mitigation
• All agent assumptions listed in Section 6
• Document status = draft
• File: project-charter.md stated in header

6. Dependencies

Consumes (input): project data from the user — via chat or knowledge.

Produces (output): project charter → consumed by skills (system-prompt-draft.md §7):

• generate-risk-register (mode: initial) — phase 1, Initiation
• generate-project-plan — phase 2, Planning
• generate-estimate — phase 1 (Product 1, non-MVP)

After charter approval, the user must upload project-charter.md to project knowledge to make it available to dependent skills.

7. Example

User command:

Generate a project charter. Brief, stakeholder answers, and constraints are in project knowledge.

Agent response (after generation):

Charter generated for project "[name]" based on: brief, stakeholder answers, constraints.

Assumptions:

• Out-of-scope items determined by agent based on context (not explicitly stated by stakeholder).
• Budget breakdown by line item was not provided — total amount stated.

Required: approve, provide comments, or reject.

[charter text]

Changelog