/pm — Project management across the portfolio
Methodology-first project management. Kanban + Eisenhower + async. One board per business. Tool-agnostic via adapters.
Mental model
Each business gets its own kanban with 5 columns:
Backlog → Ready → In Progress → Review/Blocked → Done/Archived
- Backlog: everything that might matter — not yet committed
- Ready: triaged, well-defined, can be picked up
- In Progress: actively being worked
- Review/Blocked: waiting on someone else, review, or external dependency
- Done/Archived: shipped or killed
Eisenhower sits on top of the board — used to triage Backlog → Ready (which items make the cut) and to pick next from Ready (which Ready item to pull).
Urgent Not Urgent
Important Q1: Do Q2: Schedule ← Q2 is the high-leverage zone
Not Important Q3: Delegate Q4: Delete
Async-first: every status snapshot should read like a Loom you didn't have to record. Make work visible without requiring a meeting.
Step 1 — Detect mode and target
Parse the invocation:
| Invocation |
Mode |
Target |
/pm setup [business] |
setup |
the named business |
/pm triage [business] |
triage |
the named business (or ask) |
/pm next [business] |
next |
the named business |
/pm next |
next |
across all boards (cross-portfolio) |
/pm status [business] |
status |
the named business (or ask) |
/pm unblock [business] |
unblock |
the named business (or ask) |
/pm weekly |
weekly |
all boards (Friday pulse) |
/pm weekly [business] |
weekly |
the named business |
Step 2 — Load board config + personal overlay
Read ${MAKERSKILLS_CONFIG:-$HOME/.config/makerskills}/pm/boards.md (personal — real business list + tool mapping per business). Falls back to references/boards.md in the repo if the local file doesn't exist yet — that's a template.
Also try to load ${MAKERSKILLS_CONFIG:-$HOME/.config/makerskills}/pm/team.local.md if present — this is where the user lists partners, active clients, and typical blocker phrasings. Use it to make status output specific ("Waiting on 's review") instead of generic.
| Field |
Example |
| business |
<slug> |
| tool |
notion / github / plane / linear / obsidian / manual |
| board_id or URL |
tool-specific |
| column overrides |
only if this board doesn't use the default 5 columns |
If the business has no mapping yet, jump to setup automatically — ask which tool, save the mapping, return to the requested mode.
Step 3 — Load the adapter
Read the relevant section of references/adapters.md for the tool. Each adapter section explains how to:
- List cards / issues / pages by column
- Read a single card's full content
- Create a card
- Move a card between columns
- Add a comment / note
Adapters use:
- Notion →
$NOTION_API_KEY (already in zshenv). Database with Status select property.
- GitHub Projects →
gh CLI (already authed). gh project item-list, gh project item-edit.
- Plane → Plane API (needs
$PLANE_API_KEY and workspace slug).
- Linear → Linear MCP or API key.
- Obsidian → local kanban markdown files in the vault. Read/write directly.
- Manual → ask the user to paste the current board state; offer to write back to a local markdown file.
Step 4 — Run the mode
setup
- Ask which tool the business uses
- Walk through column setup (default 5 columns; offer custom)
- Save mapping to
${MAKERSKILLS_CONFIG:-$HOME/.config/makerskills}/pm/boards.md (NOT to references/boards.md in the repo — that's a template only). Create the parent directory if it doesn't exist yet.
- Optionally seed the board with starter cards from a conversation about what's on the user's mind for that business
triage
- Pull the Backlog column
- Apply Eisenhower (Q1/Q2/Q3/Q4) — show the user the matrix view
- Recommend moves:
- Q1 (urgent + important) → move to Ready or In Progress now
- Q2 (important, not urgent) → move to Ready, schedule when
- Q3 (urgent, not important) → delegate (to whom?) or move to Ready if no one
- Q4 (neither) → archive
- Apply moves via the adapter (or output text the user applies manually)
next
- Single board: pull Ready, then In Progress. If WIP exceeded, surface what to finish first. If WIP available, recommend top Ready item by Eisenhower priority.
- Cross-portfolio (
/pm next with no business): pull Ready from every board, Eisenhower-rank, recommend top 1–3 across all businesses. Bias toward Q1 then Q2.
status
Generate an async-shareable snapshot:
# [Business] — Status as of YYYY-MM-DD
**Shipped this week:** N cards
- <card title>
- <card title>
**In progress:** N cards
- <card title> — <who/what>
**Review/Blocked:** N cards
- <card title> — blocked on <reason>
**Up next:** top 2–3 from Ready
- <card title>
- <card title>
**Open question:** <one thing that would unblock progress if answered>
Output is paste-ready for Slack, Notion, email, partner DM.
unblock
- Read everything in Review/Blocked
- For each card: surface the blocker, suggest an action (nudge X, escalate to Y, descope, kill, move back to In Progress if blocker is gone)
- Output a short list of moves
weekly
Friday pulse + planning:
- For each board: shipped this week, in progress, blocked
- Cross-portfolio: where's momentum? where's drift?
- Plan next week: 3–5 Q2 items to pull from Ready into In Progress on Monday
- Output the combined snapshot — pasteable into Notion weekly log, partner update, or personal journal
WIP limits
Default WIP per column (override in your local boards.md per business):
| Column |
Default WIP |
| In Progress |
3 |
| Review/Blocked |
(no limit — but flag if >5) |
If WIP exceeded in next mode, don't pull more — recommend finishing or moving something to Review/Blocked first.
Async-first writing rules
When generating status / weekly outputs:
- Lead with the headline — what shipped this week, or what's at risk
- Be specific — "shipped X" not "made progress on Y"
- No verbs without subjects — write so the reader can pick up cold
- Blockers name the blocker — "waiting on designer's review" not "blocked"
- Open questions are explicit — one bolded line per status that asks for what would unblock momentum
Composes with
decide — when a project hits a real decision, route to /decide
deep-research — when a card needs research before it's actionable
business-brainstorm — when an idea on the Backlog deserves pressure-testing before triage
jab-hook — when status / shipped items become BIP-post material
- Memory (
project_*.md) — for portfolio context per business
Notes on quality
- Limit WIP. Multitasking is the most reliable way to ship nothing. Cap In Progress at 3 (override in your local
boards.md per business if truly needed). If the cap is hit, don't pull more — recommend finishing or moving something to Review/Blocked.
- Lead with the headline in every status output — what shipped this week, or what's at risk. Not "made progress on X" — that's noise.
- Be specific. "Shipped the primary logo variant" beats "made progress on branding." Specificity signals real motion; vagueness signals none.
- No verbs without subjects. Write status so the reader can pick up cold — 3 weeks later or forwarded to a partner who missed the last update.
- Blockers name the blocker. "Waiting on designer's review of the homepage draft" — not "blocked." Blockers without names create no urgency.
- Open questions are explicit — one bolded line per status that asks for what would unblock momentum. Async momentum lives or dies on how well open questions are surfaced.
- Tool-agnostic by design. pm speaks Kanban + Eisenhower; the adapters (Notion / GitHub / Plane / Linear / Obsidian / manual) translate. Adding a new tool = one adapter file, not a rewrite.
1---2name: pm-23description: When you want to manage projects across your businesses using a kanban + Eisenhower methodology. One kanban per business (whatever portfolio of businesses, projects, or initiatives you run). Tool-agnostic — connects via API/MCP to whatever PM tool each business uses (Notion, GitHub Projects, Plane, Linear, Obsidian file-based, or manual mode). Async-first output. Six modes — setup (scaffold a new board for a business), triage (Eisenhower-sort the backlog), next (pick the next thing to work on, single board or across all), status (paste-ready async snapshot), unblock (diagnose Review/Blocked column), weekly (Friday pulse + week planning). Triggers on "/pm," "/pm setup," "/pm triage," "/pm next," "/pm status," "/pm unblock," "/pm weekly," "what should I work on next," "kanban status," "Eisenhower this," "triage my backlog," "what's blocked."4---5
6# /pm — Project management across the portfolio
7
8Methodology-first project management. Kanban + Eisenhower + async. One board per business. Tool-agnostic via adapters.
9
10## Mental model
11
12Each business gets its own kanban with 5 columns:
13
14```
15Backlog → Ready → In Progress → Review/Blocked → Done/Archived
16```
17
18- **Backlog**: everything that *might* matter — not yet committed
19- **Ready**: triaged, well-defined, can be picked up
20- **In Progress**: actively being worked
21- **Review/Blocked**: waiting on someone else, review, or external dependency
22- **Done/Archived**: shipped or killed
23
24**Eisenhower** sits on top of the board — used to triage Backlog → Ready (which items make the cut) and to pick next from Ready (which Ready item to pull).
25
26```
27 Urgent Not Urgent
28Important Q1: Do Q2: Schedule ← Q2 is the high-leverage zone
29Not Important Q3: Delegate Q4: Delete
30```
31
32**Async-first**: every status snapshot should read like a Loom you didn't have to record. Make work visible without requiring a meeting.
33
34## Step 1 — Detect mode and target
35
36Parse the invocation:
37
38| Invocation | Mode | Target |
39|---|---|---|
40| `/pm setup [business]` | setup | the named business |
41| `/pm triage [business]` | triage | the named business (or ask) |
42| `/pm next [business]` | next | the named business |
43| `/pm next` | next | **across all boards** (cross-portfolio) |
44| `/pm status [business]` | status | the named business (or ask) |
45| `/pm unblock [business]` | unblock | the named business (or ask) |
46| `/pm weekly` | weekly | all boards (Friday pulse) |
47| `/pm weekly [business]` | weekly | the named business |
48
49## Step 2 — Load board config + personal overlay
50
51Read `${MAKERSKILLS_CONFIG:-$HOME/.config/makerskills}/pm/boards.md` (personal — real business list + tool mapping per business). Falls back to `references/boards.md` in the repo if the local file doesn't exist yet — that's a template.
52
53Also try to load `${MAKERSKILLS_CONFIG:-$HOME/.config/makerskills}/pm/team.local.md` if present — this is where the user lists partners, active clients, and typical blocker phrasings. Use it to make status output specific ("Waiting on <partner>'s review") instead of generic.
54
55| Field | Example |
56|---|---|
57| business | `<slug>` |
58| tool | `notion` / `github` / `plane` / `linear` / `obsidian` / `manual` |
59| board_id or URL | tool-specific |
60| column overrides | only if this board doesn't use the default 5 columns |
61
62If the business has no mapping yet, jump to **setup** automatically — ask which tool, save the mapping, return to the requested mode.
63
64## Step 3 — Load the adapter
65
66Read the relevant section of `references/adapters.md` for the tool. Each adapter section explains how to:
67- List cards / issues / pages by column
68- Read a single card's full content
69- Create a card
70- Move a card between columns
71- Add a comment / note
72
73Adapters use:
74- **Notion** → `$NOTION_API_KEY` (already in zshenv). Database with `Status` select property.
75- **GitHub Projects** → `gh` CLI (already authed). `gh project item-list`, `gh project item-edit`.
76- **Plane** → Plane API (needs `$PLANE_API_KEY` and workspace slug).
77- **Linear** → Linear MCP or API key.
78- **Obsidian** → local kanban markdown files in the vault. Read/write directly.
79- **Manual** → ask the user to paste the current board state; offer to write back to a local markdown file.
80
81## Step 4 — Run the mode
82
83### setup
84- Ask which tool the business uses
85- Walk through column setup (default 5 columns; offer custom)
86- Save mapping to `${MAKERSKILLS_CONFIG:-$HOME/.config/makerskills}/pm/boards.md` (NOT to `references/boards.md` in the repo — that's a template only). Create the parent directory if it doesn't exist yet.
87- Optionally seed the board with starter cards from a conversation about what's on the user's mind for that business
88
89### triage
90- Pull the Backlog column
91- Apply Eisenhower (Q1/Q2/Q3/Q4) — show the user the matrix view
92- Recommend moves:
93 - Q1 (urgent + important) → move to Ready or In Progress now
94 - Q2 (important, not urgent) → move to Ready, schedule when
95 - Q3 (urgent, not important) → delegate (to whom?) or move to Ready if no one
96 - Q4 (neither) → archive
97- Apply moves via the adapter (or output text the user applies manually)
98
99### next
100- **Single board**: pull Ready, then In Progress. If WIP exceeded, surface what to finish first. If WIP available, recommend top Ready item by Eisenhower priority.
101- **Cross-portfolio** (`/pm next` with no business): pull Ready from every board, Eisenhower-rank, recommend top 1–3 across all businesses. Bias toward Q1 then Q2.
102
103### status
104Generate an async-shareable snapshot:
105
106```markdown
107# [Business] — Status as of YYYY-MM-DD
108
109**Shipped this week:** N cards
110- <card title>
111- <card title>
112
113**In progress:** N cards
114- <card title> — <who/what>
115
116**Review/Blocked:** N cards
117- <card title> — blocked on <reason>
118
119**Up next:** top 2–3 from Ready
120- <card title>
121- <card title>
122
123**Open question:** <one thing that would unblock progress if answered>
124```
125
126Output is paste-ready for Slack, Notion, email, partner DM.
127
128### unblock
129- Read everything in Review/Blocked
130- For each card: surface the blocker, suggest an action (nudge X, escalate to Y, descope, kill, move back to In Progress if blocker is gone)
131- Output a short list of moves
132
133### weekly
134**Friday pulse + planning**:
1351. For each board: shipped this week, in progress, blocked
1362. Cross-portfolio: where's momentum? where's drift?
1373. Plan next week: 3–5 Q2 items to pull from Ready into In Progress on Monday
1384. Output the combined snapshot — pasteable into Notion weekly log, partner update, or personal journal
139
140## WIP limits
141
142Default WIP per column (override in your local `boards.md` per business):
143
144| Column | Default WIP |
145|---|---|
146| In Progress | 3 |
147| Review/Blocked | (no limit — but flag if >5) |
148
149If WIP exceeded in `next` mode, **don't pull more** — recommend finishing or moving something to Review/Blocked first.
150
151## Async-first writing rules
152
153When generating status / weekly outputs:
154
155- **Lead with the headline** — what shipped this week, or what's at risk
156- **Be specific** — "shipped X" not "made progress on Y"
157- **No verbs without subjects** — write so the reader can pick up cold
158- **Blockers name the blocker** — "waiting on designer's review" not "blocked"
159- **Open questions are explicit** — one bolded line per status that asks for what would unblock momentum
160
161## Composes with
162
163- `decide` — when a project hits a real decision, route to `/decide`
164- `deep-research` — when a card needs research before it's actionable
165- `business-brainstorm` — when an idea on the Backlog deserves pressure-testing before triage
166- `jab-hook` — when status / shipped items become BIP-post material
167- Memory (`project_*.md`) — for portfolio context per business
168
169## Notes on quality
170
171- **Limit WIP.** Multitasking is the most reliable way to ship nothing. Cap In Progress at 3 (override in your local `boards.md` per business if truly needed). If the cap is hit, don't pull more — recommend finishing or moving something to Review/Blocked.
172- **Lead with the headline** in every status output — what shipped this week, or what's at risk. Not "made progress on X" — that's noise.
173- **Be specific.** "Shipped the primary logo variant" beats "made progress on branding." Specificity signals real motion; vagueness signals none.
174- **No verbs without subjects.** Write status so the reader can pick up cold — 3 weeks later or forwarded to a partner who missed the last update.
175- **Blockers name the blocker.** "Waiting on designer's review of the homepage draft" — not "blocked." Blockers without names create no urgency.
176- **Open questions are explicit** — one bolded line per status that asks for what would unblock momentum. Async momentum lives or dies on how well open questions are surfaced.
177- **Tool-agnostic by design.** pm speaks Kanban + Eisenhower; the adapters (Notion / GitHub / Plane / Linear / Obsidian / manual) translate. Adding a new tool = one adapter file, not a rewrite.