project-management-summary
Produces U.S. legal project management summaries consolidating objectives, scope, timeline, budget, resources, risks, and next steps into a stakeholder-ready document. Use when asked for project management summary, matter status, LPM report, budget tracking, timeline update, milestone review, or portfolio status.
Best use case
project-management-summary is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Produces U.S. legal project management summaries consolidating objectives, scope, timeline, budget, resources, risks, and next steps into a stakeholder-ready document. Use when asked for project management summary, matter status, LPM report, budget tracking, timeline update, milestone review, or portfolio status.
Teams using project-management-summary should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/project-management-summary/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How project-management-summary Compares
| Feature / Agent | project-management-summary | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Produces U.S. legal project management summaries consolidating objectives, scope, timeline, budget, resources, risks, and next steps into a stakeholder-ready document. Use when asked for project management summary, matter status, LPM report, budget tracking, timeline update, milestone review, or portfolio status.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# Legal Project Management Summary Deliver a decision-ready snapshot of a legal matter's status, plan, and risks. ## Prerequisites Gather before drafting: 1. Matter file summary or project charter 2. Latest task list or workplan 3. Budget baseline and current spend 4. Key dates, deadlines, and team roster 5. Recent developments or decisions 6. Audience and distribution scope ## Quick Start 1. Collect prerequisites above 2. Fill every section in the output structure below 3. Apply privilege markings and audience-appropriate filtering 4. Verify dates are `YYYY-MM-DD` and all owners are named ## Output Structure Fill every section. Omit nothing without explanation. **Header** - Matter name / Client / Lead counsel / Prepared by - As-of date (`YYYY-MM-DD`) - Distribution: `Internal` | `Client` | `Restricted` **1) Executive Overview** (2-3 sentences) - Current status, primary driver, immediate attention items **2) Objectives and Scope** | Objective | Business/Legal Driver | Deliverable | Owner | Status | |---|---|---|---|---| **3) Timeline** | Milestone | Target Date | Actual Date | Dependency | Owner | Status | |---|---|---|---|---|---| **4) Budget** | Budget Item | Baseline | Spent to Date | Forecast to Complete | Variance | Driver | |---|---|---|---|---|---| **5) Resources** | Name/Role | Allocation (%) | Key Responsibilities | Notes | |---|---|---|---| **6) Status Assessment** | Dimension | R/Y/G | Evidence | Corrective Action | |---|---|---|---| | Schedule | | | | | Budget | | | | | Quality | | | | | Team | | | | | Client | | | | | Risk | | | | **7) Risks and Issues** | Risk/Issue | Impact | Likelihood | Mitigation | Owner | Due Date | |---|---|---|---|---|---| **8) Decisions and Approvals** | Decision Needed | Options | Recommendation | Decision Maker | Due Date | |---|---|---|---|---| **9) Action Items** | Action | Owner | Due Date | Success Criteria | |---|---|---|---| **10) Source References** - List all documents, emails, reports, and data sources used. ## Pitfalls and Checks - Mark privileged or work-product sections as `PRIVILEGED/WORK PRODUCT`. - If audience is external, omit attorney mental impressions and litigation strategy. - Highlight root causes for variances; specify corrective owners and deadlines. - Note jurisdictional constraints or court deadlines explicitly. - Keep legal analysis minimal unless audience is internal.
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