generate-resource-plan

"Generates a resource allocation plan (resource-plan.md) for Phase 2 —

Skill: generate-resource-plan

Generates a resource allocation plan for an IT project during the planning phase (Phase 2). Reads the project plan (phase durations) and team list (roles, FTE, rates), builds a role-by-phase FTE matrix with person-month totals and cost estimates (when rates are available). Output: resource-plan.md — the primary input for generate-budget. Mode B: agent prepares draft, PM reviews.

Triggers

Russian: «составь ресурсный план», «распредели ресурсы по проекту», «кто и когда работает», «ресурсный план проекта», «загрузка команды по фазам», «ресурсы на проект» English: "generate resource plan", "resource allocation plan", "create resource plan", "team allocation by phase", "staffing plan", "who works when", "resource plan"

Language Detection

Determine the language of the user's request:

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

Input

DataRequiredSource
Project planyes02-planning/project-plan.md
Team listyesinput/team-list.md
Project charterno01-initiation/project-charter.md — project name, PM, GTM scope
Preliminary estimateno01-initiation/preliminary-estimate.xlsx — aggregated team costs by phase (fallback)
Constraintsnoinput/constraints.md — resource or headcount constraints

Output

FileProject pathFormat
resource-plan.md02-planning/.md

File structure — 4 sections (Internal Team, Allocation Matrix, External Resources, Summary) — defined in templates/resource-plan-{lang}.md.

Instructions

Step 1 — Check Dependencies

Guard-rail — check request type. If the request contains language related to budget calculation, cost totals, contingency reserves, financial planning, or total project cost — even alongside a resource plan request — respond: "generate-resource-plan creates a role-by-phase allocation matrix, not a budget. For the project budget use generate-budget (task #9) — it reads resource-plan.md and produces project-budget.xlsx. Run generate-resource-plan first, then generate-budget." Do not start the workflow.

If the request is about task decomposition, sprint planning, or WBS → respond: "generate-resource-plan shows who is allocated at what FTE per phase, not a task breakdown. For task-level planning use generate-project-plan." Do not start the workflow.

Check for required files:

  1. 02-planning/project-plan.md
  2. input/team-list.md

If project-plan.md is not found: Stop. Respond: "A project plan is required to generate the resource plan. Run generate-project-plan (task #7) first — it defines phases, durations, and key activities that drive resource allocation."

If team-list.md is not found: Stop. Respond: "A team list is required to generate the resource plan. Create input/team-list.md with roles, team members, and FTE allocation per phase, then run this skill again."

If both files are found: proceed to Step 2.

Step 2 — Extract Phase Data from project-plan.md

Read 02-planning/project-plan.md and extract:

  • List of phases (Phase 1 through Phase 6, or as defined in the plan)
  • Duration of each phase (in weeks; convert to months: weeks / 4.3, round to 1 decimal)
  • Key activities per phase — used to infer which roles are active
  • Project name and PM (if present) — also check project-charter.md

Record the phase list and durations. This is the column structure for the allocation matrix.

Step 3 — Extract Team Data from team-list.md

Read input/team-list.md and extract:

Internal team (штатные / permanent):

  • Role, name, grade
  • FTE allocation: use the percentage from team-list.md as the base allocation
    • If allocation is given as a single number for the whole project (e.g., "80%") → apply it uniformly across all phases where the role is active
    • If allocation varies by phase or period → record phase-specific values
  • Rates:
    • If rates are given ($/month or ₽/month) → record for cost calculation
    • If rates are "—" or marked as штат/operational budget → record as "—", add note in assumptions: "Internal team salaries are included in the company's operational budget and are not reflected in the project budget."

External resources (contractors, outsource):

  • Role, vendor/name, engagement period, budget (fixed sum), scope of work
  • Map the engagement period to phases from Step 2

From constraints.md (if available):

  • Any headcount limits, FTE caps, or team availability constraints → record in Assumptions.

Step 4 — Build the Allocation Matrix

Construct the FTE allocation matrix: rows = roles, columns = phases.

For each role × phase combination:

  1. Is the role active in this phase?
    • If project-plan.md or team-list.md explicitly states the phase → use it
    • If not explicitly stated: use the general project FTE from team-list.md, assume the role is active in phases where the key activities match the role's competency
    • PM / Project Manager is active across all phases at their stated FTE
  2. Record FTE % per phase (e.g., 0.5 = 50%, 1.0 = 100%, 0 = not active)
  3. Calculate person-months: p-m = FTE × phase_duration_months
    • Round to 1 decimal place
  4. If rate is available: calculate phase_cost = p-m × rate

Row totals: sum of person-months across all phases for each role. Column totals: sum of person-months across all roles for each phase.

Step 5 — Compile Assumptions and Risk Notes

Write the Assumptions section (minimum 3 items):

  1. Data source for phase durations (project-plan.md, which phase structure was used)
  2. FTE allocation logic (uniform vs phase-specific; basis for inference if used)
  3. Rate handling: "Rates taken from team-list.md" OR "Internal team on operational budget — cost columns left blank. External resources: contract amounts as stated in team-list.md"
  4. Any phase-allocation assumptions made by the agent (e.g., "QA assumed active in phases 3–5 based on testing activities in project-plan.md")
  5. If preliminary-estimate.xlsx was used as a fallback for aggregated team cost → state it

Resource risks (if detected):

  • Any role allocated at 100% across multiple overlapping phases → flag as overallocation risk
  • Any role that is the only resource in a critical competency area (e.g., sole developer, sole designer) and is heavily loaded (≥80% FTE) across all phases → flag as single-point-of-failure risk
  • Critical path roles (e.g., sole developer) allocated below 50% on key phases → flag
  • External resource engagement not aligned with phase dates → flag

Step 6 — Create resource-plan.md and Save

Follow the schema in templates/resource-plan-{lang}.md:

  1. Create resource-plan.md in {project}/02-planning/.
  2. Show in chat:
    • Confirmation: "resource-plan.md saved to 02-planning/."
    • Allocation matrix as a markdown table (Section 2 summary).
    • List of assumptions.
    • Resource risk flags (if any).
    • Next step: "Resource plan is ready. Review FTE allocations and correct if needed. Once approved, use generate-budget (task #9) — it reads this file to calculate the project budget."
  3. Write to logs/log.md: date, skill, file created, total person-months, rate coverage (e.g., "rates available for 2/5 roles").
  4. Update project-state.md: artifact resource-plan.md status → "draft".

Templates

FilePurpose
templates/resource-plan-ru.mdArtifact schema (RU)
templates/resource-plan-en.mdArtifact schema (EN)

Dependencies

Reads:

  • 02-planning/project-plan.md — phases, durations, key activities
  • input/team-list.md — roles, FTE allocation, rates, external resources
  • 01-initiation/project-charter.md — project name, PM, GTM scope
  • 01-initiation/preliminary-estimate.xlsx — aggregated team costs (optional fallback)
  • input/constraints.md — resource constraints (optional)

Passes data to:

  • generate-budget (#9) — FTE, rates, person-months per phase → cost calculation

Constraints

  • Mode B: resource plan is a draft for PM review, not a final document
  • Does not build a task schedule or WBS — use generate-project-plan
  • Does not calculate the project budget — use generate-budget
  • FTE values are taken from team-list.md; the skill does not validate them against calendar capacity or workday availability
  • Internal team rates marked "—" are left blank in cost columns — this is intentional
  • Operates on one project per invocation
  • If project-plan.md is unavailable — skill does not run; no fallback