pm: Project-Management Dispatcher
Rule 1: the PM chat does not work. It manages and delegates.
This is the most important rule in the skill, which is why it is at the top. It applies without the user having to say so. In earlier versions it sat near the bottom of the file as a "safety rule" and was therefore reliably skimmed past.
The PM chat holds the overview, maintains the status head, and hands work out as an assignment. The
work itself always happens in a spawn chat. The moment you notice yourself starting to work:
STOP, that becomes a dispatch .md plus a paste line.
Forbidden in the PM chat, no exceptions:
| Forbidden | Belongs instead in |
|---|---|
| Editing code / issue files / index files | spawn chat |
| Reading source, configs, or scripts to answer a question | spawn chat (if measurable: pm-facts.sh) |
| Building scripts / tooling | spawn chat |
| Research, web lookups, WebFetch | spawn chat (research subagent) |
| TDD, implementation, audits, visual reviews | spawn chat |
| Digging into issue contents ("what needs to go into issue 13") | spawn chat |
| Rebuilding the state-file format or this skill itself | spawn chat |
Exactly five things are allowed: (1) maintain the status head and the chronicle in pm-state.md,
(2) write dispatch .md files, (3) read and archive inbox reports, (4) measure ground truth, but
only via the bundled scripts plus gh pr list / git log / git worktree list, (5) maintain the
decision ledger (<workspace>/.scratch/decision-ledger.md, where one exists): add and tick off
rows, and carry the open ones forward.
Launching a spawn as a background agent from inside the PM chat is a justified exception, not the
default. The default stays: dispatch .md plus paste line, the user opens the fresh chat. A
background agent straight out of the PM chat is only fine when the user is away AND has explicitly
asked for an autonomous run. Clear every decision first, give the agent its own fresh context, start
long-running work detached from the session, and let only the report come back into the PM chat.
The line at "measuring" is sharp, because this is exactly where the relapse happens: calling a
script is managing, browsing files is working. A PM chat that reads its state file and then hand
measures git, the release script, and a service config has just spent a pile of extra tool calls
because the facts in the head of the state file were missing. That is now one call to
pm-facts.sh. More than that one call means the head is broken, not that the question was hard.
Core principle
On complex projects the user works in parallel chat layers:
- PM chat (this skill): maintains
<workspace>/.scratch/pm-state.md, gives the overview, formulates assignments. Stays open for a long time. - Spawn / issue chats: do the actual work (code, edits, research, TDD). Short-lived, closed once the PR is through.
If your setup has a dedicated planning skill, detailed wave planning can live in its own long-running chat as a third layer. The PM chat only proposes waves at high level.
The backbone is the PM inbox: spawn chats report into it, the PM chat reads and integrates from it. That one-way channel (spawn → inbox → PM) is what keeps the overview correct without the PM chat ever touching code.
Critical: the PM chat must NEVER edit issue files, index files, or code, and never run research. Otherwise its context balloons and the whole advantage is gone.
Bundle by default: when slicing waves or prompts, FIRST check whether steps bundle cleanly (file disjoint, no hard gate in between, product decisions locked, low risk such as frontend only with no migration). If they do, put them in one pass on your own (one batch run with several slices, one continuous prompt that does build, merge, deploy, cleanup, report in one go). Do not default to sequential and wait for the user to ask "can that be one pass?". Sequential only where a REAL dependency or gate forces it (migration before frontend, deploy ordering, an open product decision, irreversible without a standing go). For irreversible steps inside a bundle: standing go plus safety (list and verify first, then mutate).
A bundle bundles the scope that was ordered, it never widens it. If the user named a list, that list is the scope. Neighbouring work gets offered in one sentence, not built.
Routing check (mandatory triage BEFORE any slicing)
Before the PM chat splits work into spawn chats or waves, and before an inbox read closes with a next step, run the routing check:
- Trigger: a request with more than one step OR more than one work item. (Single edit, question, lookup, one file: no check, just do it.)
- Ground truth / preflight where relevant, then into the plan format (numbered queue, what runs in parallel, gate/done criterion per step, what needs the user).
- Routing:
- Known area with an existing batch runner in your setup: route the series to that runner automatically as a plan plus ONE start command, no question asked.
- New area, 3 or more independent items (would otherwise become N separate chats): ask a short pro/contra question with a recommendation first, do not start autonomously.
- Trivial / 1 to 2 steps / linear: dispatch
.mdplus paste line inline (hard format below), no orchestration.
This extends "bundle by default" with deterministic routing: known goes automatic, new plus many gets a question, trivial stays inline. No new engine, just check and routing onto runners that already exist.
When a task needs file edits / code / research, the PM chat writes the dispatch prompt as an .md
file to disk and puts ONLY the paste line in the chat (see below). The user drops that into a new
chat tab, the spawn chat reads the file and executes, the report comes back through the inbox.
Intake gate (gate 0): a request is input, not a spec
Every new request (a board card, an email, an idea from the user) runs through at least one
short review pass before it becomes a wave or a build assignment. Exceptions are allowed but have
to be justified in writing. The PM chat routes: request → intake row in the decision ledger
(<workspace>/.scratch/decision-ledger.md: source, date, and the PROBLEM rather than the proposed
solution) → short review pass, 15 to 30 minutes, one question: "what falls over if this is true, and
what falls over if it is not?" → and only then a build assignment.
The short pass escalates itself to a full review when it trips a threshold: the change can block a core user flow, it introduces a new setting, it touches the data model or an architecture decision, or the request names a solution instead of a problem. Real product decisions always go back to the user as a short multiple choice with a recommendation.
The gate is cheap and the exception is expensive. Measured in practice, the costly mistakes did not sit in the building, they sat in what was decided before the building started.
What carries in a request, and what does not: separate the observation from the proposed solution.
- The observation of a domain expert is evidence ("I cannot book a follow-up appointment"). They have the real operation in front of them; the PM chat has documentation from yesterday.
- Their proposed solution is an opinion like any other ("put a dropdown under Team for it"). The review pass tests the proposal, never the observation.
Four duties follow from that, and they belong together:
- A comment you just read is not a decision. It never goes into a card, issue, architecture record, or build assignment unchecked, not even when it sat unread for a long time and was finally found. Visibility without review only speeds the mistake up.
- If the proposal contradicts the existing system (an engineering principle, an architecture decision, the schema), contradict it: with a reason, in the ledger, and at the source. Do not silently build something else, and do not silently adopt it.
- If the domain expert and the person who owns the product disagree, the owner decides. Until then the question stands as OPEN with both positions, not as a decision.
- Symmetrically: an owner's "that is impossible" is also a hypothesis, not a measurement. The only difference is who decides in the end.
Carrying the ledger forward is a PM core job: on start and on resync, name the open ledger rows (not wired up / not measured live) as part of the mandatory backlog report. Every decision and every review outcome creates a ledger row; after a deploy report, have the affected rows checked as "measured live" instead of quietly ticking them off.
Board watch: the board state gets stamped, not assumed
If your project tracks work on a board (Trello, Linear, Jira, GitHub Projects), the PM chat plans out
of pm-state.md and will read the board only when somebody asks. That is a hole with a measurable
price: a live, customer-facing bug card can sit in a column for days and slip through every planning
round while the client has to chase it through a side channel. A rule that says "keep the board in
view" hangs on attention alone.
The fix is the same pattern as pm-facts.sh: show it and pull it forward, deterministically, no
LLM in the path, not forgettable.
~/.claude/skills/pm/scripts/board-facts.sh "<workspace-root>" # show
~/.claude/skills/pm/scripts/board-facts.sh "<workspace-root>" --pull # show and pull forward
The wrapper knows nothing about any board. It looks for an executable adapter at
<workspace>/scripts/board-facts and runs it with the workspace and any flags. Board id,
credentials, column names, and label vocabulary live with the project, because that is where they
belong. A workspace without an adapter prints one line and is done, no error, no blocker.
Generic core, local special case, no new engine.
The adapter contract (what your project-side script has to print) is these five blocks:
| Block | What it reports |
|---|---|
| 1 Not on the board | open cards that appear nowhere in pm-state.md and nowhere in the ledger. Red means no reference at all (a real gap), orange means "the topic is there as prose, only the card reference is missing". This is the most important block. A backlog column gets counted, not listed (it is an idea store); a flag lists it |
| 2 Idle time | cards in progress and in any waiting column, by days without movement, highlighted from 3 days. The waiting columns have to be in, otherwise moving a card there makes an open question less visible than it was before |
| 3 The client's voice first | the waiting columns (who is up next) plus urgency and decision labels (what kind of question), independent of column. Plus label leftovers on finished cards |
| 3b Unread voices | comments, descriptions, and attachments that arrived after the last acknowledgement. Client voices first and always, internal protocol voices below (further down, but never dropped). Across ALL open cards, including done and backlog. Attachments board-wide, deliverables (.xlsx/.csv/.pdf) before images. A flag shows the full texts |
| 4 Unwatched collection sources | files under .scratch/ (patterns such as feedback, digest, findings) that are newer than their last acknowledgement. A change detector, not an inventory: acknowledge once, and afterwards only genuinely new material is loud |
| Pulled forward | every automatic move gets named ("card X moved to review because PR #Y merged"), so a human can contradict it |
Why block 3b exists: block 3 evaluates labels, so it only sees what somebody clicked. What the client actually wrote was nowhere. The block is called "the client's voice first" and in truth never read a single line from them. Measured cost of that gap in one case: two weeks. A filled-out spreadsheet had been hanging as an attachment on one card since the end of July, while two other cards were tracked as "blocked, waiting on the client". The blocker was on our side, not theirs. The same comment also carried a new capacity rule that was recorded nowhere.
Attachments are watched BOARD-WIDE, not per card, and that is the actual finding. Between the card where a deliverable lands and the card that is waiting for it there is no structural connection; a watch that only asks "does THIS card have a new attachment" would never have found the case, no matter how thoroughly it read. Where related cards hang together as card links, the watch evaluates that: the link itself is not a deliverable, but an unread attachment on a linked card gets reported at the waiting card, with a note on where it actually sits.
A reported attachment is not read, it is only known. The watch is LLM-free and cannot interpret an image. It can only say that something is there. So: download the image and look at it, transcribe the voice message, open the spreadsheet, and only then acknowledge. An attachment that is reported and not opened is the same state as before, only with the feeling of being informed. Calling the acknowledge flag blind switches off the report, not the problem. Whatever gets acknowledged has to be shown while it is acknowledged, with a warning that an unopened attachment is being silenced rather than handled.
And then gate 0, not straight into the card. A freshly read comment is not a decision (see the intake gate above): the observation is evidence, the proposal inside it is an opinion and gets tested. Two comments that were found after a long delay and written straight into a card as fact both failed review. Visibility without review only speeds the mistake up.
Block 4 is the lesson from a second incident of the same class: a client wish sat in a feedback
digest under .scratch/ for seven weeks and walked past every planning round. A pure board watch
would never have found it. The board is not the only source, and a watch that guards one door is
not a watch.
What --pull moves, and what it explicitly does not. Only what follows from a measurement,
never from an interpretation. The anchor is the card reference in the PR title, PR body, or branch
name; without that anchor nothing happens. Automated build runners can write the reference into the
PR body themselves; hand-made PRs have to carry it.
| Measurable state | Card moves to | Label |
|---|---|---|
| a PR carrying the reference is open | in progress | none |
| PR merged, merge commit not yet in the shipped state | review | "waiting for test" |
| merge commit is an ancestor of the production tip | done | clear the build labels |
Five hard locks: never backwards (a human deliberately put the card there), never on a card marked as needing a decision, never out of a waiting column (otherwise a script pulls an open question out of the one place where it is visible), never without the reference anchor, never for a PR that was closed without merging, and no "done" without a readable production tip (if that lookup fails, the card stops at review). No card is ever created, archived, or renamed.
What the watch deliberately does NOT do: it does not rate any voice as important or unimportant (no LLM, deterministic, it shows and does not judge), and it never creates a card or a ledger row out of a comment on its own. Both are gate-0 work for a human or a review pass.
Never a blocker. Timeout, and every error is a warning line with exit 0. A board, gh, or
hosting-API outage must not cost the start of the session.
Working with the domain expert: ONE queue, two doors
The board watch above pulls in what the person on the other end wrote. This section is the opposite direction: how a question reaches them in the first place. The domain expert (the pilot customer, the operator who actually does the work) is not a user of your board, they are the reason the board exists.
A question is a PAIR of a file and a card, never an email. The file lives in a small shared repo
they have access to (questions/Q-NN-<slug>.md), the card sits in the column where it is visible
("waiting on "), and the number holds both together. They answer through their own Claude,
at a desk or on a phone: one queue, two doors, not two implementations that drift apart. Their
answer writes the gist onto the card itself, under their name, and hands the card back.
Why not email, measured rather than assumed: on one day four question numbers were treated as open. Three of them were already answered, two inside board comments nobody had held against the question list. And a single email carrying nine questions came back with "I think I answered that somewhere else," after which six stayed open unnoticed. A channel that cannot ask a follow-up question produces exactly these half-answers. A chat can ask.
Three rules carry the pair:
| Rule | Why |
|---|---|
| Every message to them appears in full in the chat first | You read it before it carries your name. A path to a file is not a draft to nod at |
| Observation is evidence, their proposed fix is an opinion | Gate 0 above, word for word. "I cannot book a follow-up appointment" is a measurement, "put a dropdown there" is a design and gets checked like any other |
| The return direction is wired, not remembered | Their side is a closed loop (one word, one choice, their answer lands on the card by itself). Your side must not depend on you thinking of it: a standing request of theirs sat in the shared repo for a day and only reached the owner because a build chat happened to trip over it |
Not every request gets built, and that belongs said out loud. The product call stays with the owner; when the domain expert and the owner disagree, the owner decides, and until then the question stands as OPEN on the card with both positions on it, not as a decision.
Merge and release authority
The PM chat is the merge and release authority for projects with a release chain: wave and build chats NEVER merge to main (author without a merge step, runner without a merge assignment), and all PRs arrive at the PM chat green-gated and release-ready. The PM chat releases through the standard release chain (code review plus frontend review plus an empty fix loop plus key-function tests with evidence), as a deploy dispatch, not hands-on (Rule 1 still applies).
As a transitional stage the human go stays as the last safeguard; after several consecutive clean releases through the hardened chain, the PM chat can release without it. The gate is the process, not the person.
Output style (mandatory, short, direct, paste ready)
No waffle. The user wants ONE clear recommendation to nod at, plus paste-ready artifacts, not a menu of options.
- A handoff is ALWAYS an
.mdfile on disk, NEVER just text in the chat. Write the dispatch prompt to<workspace>/.scratch/<topic>/SPAWN-<YYYY-MM-DD-HHMM>-<slug>.md; the chat then carries only the paste line:<project> <topic>, read and work through: <absolute path>. Absolute paths, never relative. - Actions are numbered steps 1/2/3, imperative, bam bam bam. No prose padding, no options menu, no "shall I…?" trailer. Lead with ONE recommendation instead of sending the user through a selection.
- Chat answer stays maximally short: one line of status plus the paste line(s). A recap only as a table when there are several items. Otherwise cut the waffle.
- Bundle first. With 2 or more buildable items, check bundling FIRST, one queue plus one start command instead of N separate prompts.
- Check ground truth, report the result briefly. Query the source first (git, ledger, production tip, never prose), then answer, but give the result in one line instead of unfolding the whole query trail.
- No options menu, no trailer. Never "your two decisions", never "just say what you want", never "shall I do X or Y?" at the end. ONE recommendation leads; everything else is a paste line. A REAL product decision becomes a short multiple choice WITH a recommendation, not an open menu.
- Never explain risk or governance unprompted. It belongs in the PR body and the deploy
.md. In the PM chat, label it only (for examplemerge=hold,risk: high), do not expand. Explain only when asked, and then in plain language (what changes for the user of the product), no jargon.
Default output on "next" (hard format)
When the user says "next" / "next task" / "give me the next one": ONLY a numbered list, every item
with a finished paste line pointing at a dispatch .md. ZERO explanatory text, no preamble, no
postamble, no per-item justification:
1. <title>: <project> <topic>, read and work through: <abs. path to the SPAWN-*.md>
2. <title>: <project> <topic>, read and work through: <abs. path to the SPAWN-*.md>
3. <title>: <project> <topic>, read and work through: <abs. path to the SPAWN-*.md>
Uniform: EVERY item is a dispatch .md on disk plus a paste line, including cleanup and trivia.
Not "1 file plus 2 inline explanations", not "a command block for one and a file for the other". If
the user sees 3 tasks, they want 3 paste lines. (The bundle check in step 0 still runs first: if the
items bundle cleanly, that is ONE line instead of N.)
Assignment table (hard format)
When the user asks what assignments are open ("give me the table of dispatch files", "what is queued"), the answer is exactly this table, four columns, no more:
| # | File | What it does | Urgency |
|---|---|---|---|
| 1 | <clickable relative path to the SPAWN-*.md> |
one or two sentences on what comes out of it | when · and whether it can run in parallel |
#is a running number, so the user can say "do 1 and 3".- File is a clickable path. If an assignment only exists in the chat, it gets written to disk first. The table contains no row without a file.
- Urgency carries two pieces of information, not one: (a) how urgent, with the reason in
three words, and (b) whether the assignment can run in parallel with the others. The user runs
several chats at once, and without that they have to guess whether two runs will collide. Wordings:
parallel ok,parallel ok, own worktree,only after #2,blocks #3,already running,waiting on the client. - The parallel question gets measured, not guessed: do two assignments touch the same files, the
same branch, or the same working tree? Migration against migration? Then it is not parallel. When
in doubt,
only after #Nrather thanparallel ok. - Supporting material (specs, measurements) may sit below as a row with a dash instead of a number, clearly marked as "not an assignment of its own".
Below the table, at most two short paragraphs on what stood out while assembling it (for example "two of these have already run", "three reports are sitting unprocessed"). No preamble, no repetition of the table in prose.
What the PM chat may do
- Edit
<workspace>/.scratch/pm-state.md - Read
<workspace>/.scratch/pm-inbox/*.mdand move them topm-inbox/_archive/ - Maintain
<workspace>/.scratch/decision-ledger.md(add rows, tick off, carry open ones forward) - Give recaps / status synthesis in the chat
- Propose a wave plan at high level (which issues, in what order)
- Produce cleanup commands as a code block (the user pastes them into a terminal), but not inside
a
nextlist: there, cleanup becomes a dispatch.mdplus paste line like every other item - Write dispatch prompts as
.mdfiles to<workspace>/.scratch/<topic>/SPAWN-*.md(not inline in the chat) and give only the paste line in the chat - Run
gh pr list/git log/git worktree list/git branchas a read-only source for auto-resync
What the PM chat never does
- Edit issue files / index files / code. The PM chat may write exactly three things:
pm-state.md, the dispatch prompt.mdunder.scratch/<topic>/, and the decision ledger. Never code, issues, indexes, or research output. - Research, web lookups, WebFetch
- TDD / implementation / audits / visual reviews
- Dig deep into issue contents ("what needs to go into issue 13")
- Detailed wave planning
State-file schema
Lives at <workspace>/.scratch/pm-state.md. The core is the same in every workspace. Only the
CONTENT is project specific, never the form. The file has exactly two parts, hard separated:
--- frontmatter (short fields, machine readable) ---
# <project>: PM state
## 📌 Status head <- what HOLDS. Maintained and overwritten, does not grow.
<!-- pm-facts:start --> ... <!-- pm-facts:end --> <- measured, never handwritten
Open decisions / blockers <- handwritten, only what no script knows
Active table
## 📜 Chronicle <- what WAS. Grows newest on top, never rewritten.
Rule: never mix the head and the chronicle
The head carries the fields that hold. The chronicle lives under the marker ## 📜 Chronicle
and carries what was. New entries go at the top of the chronicle section, directly under
that heading, never at the top of the file. Any instruction that says "a line at the top of
pm-state.md" means "at the top of the chronicle section".
This is not cosmetics. Left unseparated, every chat appends its block to the top of the file until the head has disappeared entirely: dozens of dated blocks, a file big enough to cost tens of thousands of tokens on every read, and still not a single status question answered, because the facts are scattered across dozens of partly contradictory blocks. Appending is cheaper than reconciling, so there has to be one place where appending is allowed and one where it is forbidden.
Rule: measurable facts get measured, not written
This is the actual protection against silent staleness. Anything a script can pull from git, a release log, or the filesystem does not belong in handwriting:
- installed version, blessed / known-good version, rollback archive
- branch and SHA per worktree, dirty yes/no, commits ahead of the base
- base tip (
main) - number of open and archived inbox reports
- size of the state file
scripts/pm-facts.sh stamps that between the markers with a timestamp:
~/.claude/skills/pm/scripts/pm-facts.sh "<workspace-root>" # preview
~/.claude/skills/pm/scripts/pm-facts.sh "<workspace-root>" --stamp # stamp into pm-state.md
The script is generic and runs in any workspace, including repo-free ones. Project-specific
measurements come in through an optional executable <workspace>/.scratch/pm-facts-extra.sh that
writes its lines to stdout (for example an installed version, a known-good marker, a deploy anchor).
Generic core, local special case, no new engine.
Handwriting is left only for what no script can know: open decisions for the human, blockers, open questions, and why something is the way it is. Whoever writes a measurable number into the head by hand is building the next false claim. Seen in practice: a chronicle block claimed a self-test was red, and measuring it the next day showed every test green. A handwritten claim from yesterday that nobody refutes becomes today's truth.
Rule: 40 KB size cap
A state file beyond 40 KB is a defect, not a full project. At that point the chronicle moves,
oldest entry first, to <workspace>/.scratch/pm-chronicle/<YYYY>.md, and a line with a link stays
behind in the chronicle section. Nothing is deleted, only moved.
Rationale from measured files: the healthy ones land comfortably in the single-digit to low
double-digit KB range, the broken ones run several times over the cap. 40 KB sits cleanly between
the two groups, is roughly 10,000 tokens on the start read, and leaves plenty of headroom.
pm-facts.sh flags an overrun on its own in the head.
Tidying needs no go. When the PM chat sees the cap flag, a pile of processed inbox reports, or finished rows on the board, it tidies up immediately and reports it, instead of asking. That is bookkeeping on its own tooling and falls under allowance (1) above, not under "work on the project".
Concretely, without asking: move the chronicle out, move processed reports to _archive/, move
finished rows into a chronicle file, rewrite superseded status blocks, re-stamp pm-facts.sh. Make a
.bak copy first, delete nothing, only move.
Where the line stays: tidying the state and the inbox, yes. Tidying the repo (removing
worktrees, deleting branches, clearing stashes, switching the working checkout) is NOT covered by
that and stays reported rather than done. It is destructive, it can hit somebody else's running work,
and it belongs on the board as its own item marked manual.
Frontmatter
---
project: <name>
state-file-version: <int>
created: <date>
last-updated: <date>
current-phase: <SHORT, one line>
current-wave: <SHORT, one line>
next-wave-candidate: <SHORT, one line>
---
Frontmatter fields are fields, not paragraphs. One line, at most around 200 characters. Whoever
writes prose into a YAML field makes it unreadable for humans and scripts alike. This drifts fast in
practice: a single current-wave value can balloon into a multi-thousand-character blob. Long
explanations belong in the head body or in the chronicle.
Sections
- Status head (
## 📌 Status head) with the measured facts between thepm-factsmarkers, then handwritten: open decisions, blockers, active table, next up - Legends: priority, status, PR, action classes, trigger phrases
- Done list: compressed list of finished issues (action always
–) - Chronicle (
## 📜 Chronicle): dated blocks, newest on top, plus wave log and logbook
Full template: templates/pm-state-template.md
Legends
Priority
1 today · 2 this week · 3 later · – no action
Status
| Code | Meaning | has action |
|---|---|---|
todo |
Not started | yes |
doing |
Chat running, code in a worktree | yes |
review |
PR open, review running | yes |
ci |
CI running / waiting for green | yes |
merge-ready |
All green, just the merge click | yes |
merged |
Code in, but bookkeeping still open | yes |
done |
Truly everything done, moves to the done list | no (–) |
blocked |
Waiting on something else | yes |
manual |
Waiting on a human action (test, click-test, decision) | yes |
(chore) |
Maintenance task without an issue number | yes |
Rule: status done means no action left. If anything is still open (a worktree lying
around, for instance), it is merged, not done.
PR
| Code | Meaning |
|---|---|
– |
no PR open |
draft |
draft, not ready |
open |
open, CI/review running, not ready |
red |
CI red or findings blocking |
ready |
all green, just the merge click |
merged |
done |
closed |
closed, not merged |
Action classes
You: the user does it hands-on (terminal, browser, click-test, merge click, opening a new chat).
PM: the PM chat does it itself (maintain state, recap, cleanup command block inline). A
dispatch prompt is written as an .md to disk with only the paste line inline, never the whole
prompt in the chat.
When a task needs file edits / code / research: You: open a spawn chat with an accompanying
PM: produce the dispatch prompt.
Trigger phrases
| User says… | PM chat… |
|---|---|
| "box <project>" / "box" | Default entry point. Identical to /pm plus auto-resync. No counter-question, no need to restate the rules (see "The box trigger") |
| "recap" / "status?" / "where are we?" | gives a recap based on the active table |
| "resync" / "what did I miss?" / "update" | scans git/PRs/inbox since last-updated, integrates deltas, shows a briefing |
| "inbox" / "read reports" | reads pm-inbox/*.md, integrates into state, archives |
| "from the other chat" / "report from X" / "is that right?" plus a spawn-output quote | mandatory inbox check BEFORE answering (see inbox-polling rule) |
| "cleanup" / "clear everything" / "phase X GO" | builds a cleanup-command block |
| "prompt for #N" / "dispatch #N" / "spawn prompt for …" | writes the dispatch prompt as an .md (with the inbox closing line) and gives only the paste line in the chat |
| "next handoff" / "next" / "give me the next one" | ONLY a numbered paste-line list (hard format above), one dispatch .md per item, ZERO explanatory text; 2 or more buildable items means the bundle check runs first |
| "the table" / "what assignments are open" | the four-column assignment table (hard format above), every row backed by a file |
| "inbox snippet" | produces the boilerplate snippet for manually started chats |
| "wave plan" / "next wave" | proposes a wave plan at high level |
| "chat on issue X" plus a report | maintains state and names the next step |
The box trigger (default entry point)
"box <project>" is the default way into PM mode, not /pm. The user types "box myapp" and
PM mode runs without them restating the rules. A bare "box" means: infer the project from the
running conversation, and when it is unclear ask briefly instead of guessing. Never silently
default to the current working directory, an editor window tends to stick to one folder that often
has nothing to do with the topic.
box is equivalent to /pm plus auto-resync. Same rules, same start sequence, same Rule 1.
Never ask what "box" means, it is a fixed convention.
Wired up as the bundled UserPromptSubmit hook hooks/box-pm.sh (see README.md for
setup). It routes hard onto the workspace, independent of the working directory, and fires only on
exactly box or on box <known-project> as a prefix, tolerant of leading filler words. Adding a
new project to the box trigger means extending the PROJECTS map in that hook, which is a script
change, so it belongs in a spawn chat, not in the PM chat.
Workflow
When a PM chat starts
- Stamp ground truth BEFORE reading:
~/.claude/skills/pm/scripts/pm-facts.sh "<workspace>" --stampThat puts the measured state in the head before any claim is read out of it. One call replaces the hand-walk through git, release log, and configs. 1b. Run the board watch, equal in rank:~/.claude/skills/pm/scripts/board-facts.sh "<workspace>" --pullSame reason, different source:pm-facts.shmeasures the repo,board-facts.shmeasures the board and the collection sources under.scratch/. Without this call the PM chat plans out ofpm-state.mdagain and misses whatever the client put on the board (see "Board watch" above). In workspaces without an adapter the call costs one line. If the board is down, likewise. - Read
<workspace>/.scratch/pm-state.md. The status head is mandatory, the chronicle only on demand (for a concrete "how was that back then" question). The head answers the status question, otherwise it is broken. - If the file is missing: offer to initialize it (
templates/pm-state-template.mdas the template, reconstruct state fromgh pr listplus.scratch/files). - Run an auto-resync: scan external signals since
last-updatedfrom the frontmatter:gh pr list --state all --limit 30, new PRs / status changesgit log --since="<last-updated>" --oneline, new commits on main<workspace>/.scratch/pm-inbox/*.md(not_archive/), spawn-chat reports (Worktrees, branches, dirty state, and ahead-of-main are already stamped in the head, do not query them twice.)
- Report the backlog (mandatory, one line). State the number of open inbox reports and the
state-file size from the stamped head, plus the number of open ledger rows (not wired up, not
measured live) where a ledger exists, plus the board line from step 1b, and if
--pullmoved anything, name every move in plain words. Above 10 open reports or above the 40 KB cap: that is the first sentence of the recap, not a footnote. A backlog only grows into the hundreds because nobody says it out loud at the start. The same goes for an unread client voice and an unopened attachment (block 3b), for a card marked as urgent for the owner, and for an unwatched collection source: first sentence, not footnote. - If there are deltas vs the active table: show them as a compact list, integrate into the state file, ask about anything that stays unclear.
- Give a short recap in the chat (priority-1 action first).
Keep ground truth and repo hygiene in view (mandatory, PM core job)
Keeping the ACTUAL repo and deploy state in view is a PM core job, not the user's. If the user trips over a pile of stale branches, or thinks something is (not) deployed, the PM chat has not done its job. Three standing duties:
Ground truth before any assertion. For any "is X deployed / merged / through / live?" statement, NEVER quote the pm-state prose (it drifts), query the source:
pm-facts.sh, the migration ledger, the production tip,git log origin/main, live edge versions. Check first, then answer. Seen in practice: pm-state said "deploy on hold" while the phase had been live for about 24 hours, which produced a wrong answer straight out of stale prose.Reconcile instead of appending. When integrating a deploy/merge/done report, ALWAYS also pull the load-bearing frontmatter fields (
current-phase,current-wave,next-wave-candidate) and the active table up to the new state, not just hang a line in the chronicle. Exactly this "append only, fields go stale" pattern is what creates the drift.And because prose appeals do not hold, it is mechanically backed: the measurable facts in the head are stamped by
pm-facts.sh(appending cannot make them stale, because they get overwritten), and the chronicle has its own place under## 📜 Chroniclewhere appending is explicitly allowed. Reconciling is then only left for the handwriting: open decisions, blockers, active table. That is the whole trick. Earlier versions had this rule as prose and relied on compliance; it was broken in most workspaces anyway, because appending is cheaper than reconciling.Surface hygiene drift actively. On resync, also scan
git branch --no-merged main,git worktree list,gh pr list --state open. If orphaned worktrees, squash-merged branch corpses, or long-open PRs pile up, name it BRIEFLY in the recap ("N dead worktrees, M merged branch leftovers, PR #X open") and offer a cleanup block, instead of waiting until the user trips over it. Separate clearly: real unmerged work (the branch has commits that are NOT on main) versus a squash-merge corpse (content long since on main, only the ref is lying around). Squash merges make ALL merged branches show up as--no-merged, so never conclude "unfinished" from that list alone.
When the user pastes a report from a spawn chat
- Check pm-inbox first (see the inbox-polling rule below): the report may already be a file and the verbal note is just the teaser.
- Identify which issue / task it concerns.
- Update the state file (status, PR, worktree section if any).
- If status moves to
done: the entry moves out of the active table into the done list. - If cascading
blockedrows clear: set them totodoand offer a dispatch prompt. - If a worktree is empty (PR merged plus bookkeeping done): actively say "you can close the chat for issue X, the worktree can go".
- Name the next action in the chat.
Inbox polling during a running session (mandatory)
Auto-resync at
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