generate-checklist

Generates project management checklists for Phase 5 (Launch) and Phase 6 (Closure): launch readiness checklist (launch-checklist.md), technical readiness checklist (tech-readiness-checklist.md), and handover-to-operations checklist (handover-checklist.md). Covers tasks #22, #24, and #32 of the project management agent. Mode B: agent pre-populates base items from PMBoK-aligned templates and enriches with data from project-plan.md if available; PM reviews and finalizes. Checklist type is inferred from context; if ambiguous, agent asks. Triggers EN: 'launch checklist', 'tech readiness checklist', 'handover checklist'.

Skill: generate-checklist

Generates three types of project checklists for the Launch (Phase 5) and Closure (Phase 6) phases. Populates base items from PMBoK-aligned templates; enriches with project-plan.md data when available. Mode B: agent prepares a draft, PM reviews and finalizes.


Triggers

Russian: «чек-лист запуска», «чек-лист технической готовности», «чек-лист передачи», «подготовь чеклист», «проверка готовности к запуску», «список для передачи в эксплуатацию» English: "launch checklist", "tech readiness checklist", "handover checklist", "generate checklist", "readiness checklist", "deployment checklist", "closure checklist"


Language Detection

  • Request in Russian → templates with -ru suffix, responses in Russian
  • Otherwise → templates with -en suffix, responses in English

Input

DataRequiredSource
Checklist type (launch / tech readiness / handover)noInferred from context or PM question
Project namenoproject-state.md or PM in chat
Responsible personnoPM specifies or left blank
Task and milestone datano02-planning/project-plan.md — for auto-population
Launch / handover datenoPM specifies or from project-plan.md

Output

FileProject pathTypeTask
launch-checklist.md03-execution/Launch checklist#22
tech-readiness-checklist.md03-execution/Tech readiness checklist#24
handover-checklist.md04-closure/Handover checklist#32

File structure is defined in the corresponding template from templates/.


Instructions

Step 1 — Determine Checklist Type

Guard-rail — verify request type. If the request concerns checklist methodology in general, not a specific project checklist → respond: "generate-checklist creates three types of project checklists: launch (#22, Phase 5), technical readiness (#24, Phase 5), and operations handover (#32, Phase 6). Specify which checklist you need or describe the context." Do not start the workflow.

Infer type from request context:

Context / keywordsChecklist type
"launch", "go-live", "market release", task #22launch-checklist
"tech readiness", "deploy", "infrastructure", task #24tech-readiness-checklist
"handover", "operations", "closure", task #32handover-checklist

If type cannot be determined unambiguously → ask: "Which checklist do you need?

  1. Launch checklist (#22) — confirming overall product/project readiness for launch.
  2. Technical readiness checklist (#24) — verifying technical and infrastructure readiness.
  3. Operations handover checklist (#32) — documenting project transfer to the support/operations team." Do not proceed to Step 2 without an answer.

Step 2 — Gather Context Data

Read project-state.md to obtain:

  • Project name
  • Current phase and launch date (if specified)

If 02-planning/project-plan.md is available — read and extract:

  • Planned launch / handover date
  • Key milestones of Phase 5 or Phase 6
  • Task list and owners for the phase (for auto-populating checklist items)
  • Team composition (PM, tech lead, business owner)

If files are unavailable: continue with template base items. Output to chat: "project-plan.md not found — generating checklist from PMBoK template. Add specific tasks, dates, and owners manually."


Step 3 — Build the Checklist

Load the corresponding template:

TypeTemplate (RU)Template (EN)
launch-checklisttemplates/launch-checklist-ru.mdtemplates/launch-checklist-en.md
tech-readiness-checklisttemplates/tech-readiness-checklist-ru.mdtemplates/tech-readiness-checklist-en.md
handover-checklisttemplates/handover-checklist-ru.mdtemplates/handover-checklist-en.md

Populate template placeholders:

  1. Project name, date, responsible — from project-state.md or PM's data
  2. Checklist items — base items from template (PMBoK Best Practice) + specifics from project-plan.md
  3. Owners per item — from project plan if available; otherwise [PM] as placeholder
  4. Due dates — from project plan if available; otherwise [date] as placeholder

Enrichment rule: if project-plan.md contains specific Phase tasks, add them as additional items under the matching template section, marked [from plan].


Step 4 — Show Draft to PM

Output to chat:

  • Brief summary: checklist type, number of sections, number of items
  • First 2 sections as preview (markdown)

Ask: "Draft checklist is ready. Would you like to:

  1. Save as is → I will generate the file.
  2. Add / remove items → describe your changes.
  3. Update owners or dates → specify."

Do not create the file until PM confirms.


Step 5 — Create File and Save

  1. Create file per the table in the Output section.
  2. Save to the corresponding project folder.
  3. Update project-state.md: add/update artifact record → status draft.
  4. Write to logs/log.md: date, skill, checklist type, file path.
  5. Output to chat:
    • "File saved: {path}"
    • Next orchestration step (see table below)

Post-creation orchestration:

Checklist typeNext step
launch-checklist (#22)Run tech-readiness-checklist (#24) in parallel; after both → coordinate-executors (#23)
tech-readiness-checklist (#24)Run in parallel with launch-checklist (#22); both complete → launch phase active
handover-checklist (#32)After completion → generate-closure-report (#31)

Templates

FileChecklist type
templates/launch-checklist-ru.mdLaunch checklist (RU)
templates/launch-checklist-en.mdLaunch checklist (EN)
templates/tech-readiness-checklist-ru.mdTech readiness checklist (RU)
templates/tech-readiness-checklist-en.mdTech readiness checklist (EN)
templates/handover-checklist-ru.mdHandover checklist (RU)
templates/handover-checklist-en.mdHandover checklist (EN)

Dependencies

Reads:

  • project-state.md — project name, phase (optional)
  • 02-planning/project-plan.md — tasks, milestones, owners (optional)

Feeds data to:

  • 03-execution/launch-checklist.md → coordinate-executors (#23)
  • 03-execution/tech-readiness-checklist.md → activates launch phase
  • 04-closure/handover-checklist.md → generate-closure-report (#31)

Constraints

  • Mode B: draft for PM; PM reviews and approves
  • One checklist type per invocation; for multiple types — separate skill calls
  • Without project-plan.md — base template items only; placeholders for project-specific data
  • Does not modify project-plan.md or other artifacts
  • Does not create Jira tasks — use coordinate-executors for that
  • Base items follow PMBoK 8 and Agile best practice; PM adapts to project specifics