Creates and manages project artifacts including project charters, Gantt-style timelines, RACI matrices, risk registers, and stakeholder communication plans. Tracks milestones, deadlines, resource allocation, and budget variance across cross-functional teams. Generates status reports, facilitates change control, and produces lessons-learned documentation. Use when a user needs to plan a new project, build a project plan or roadmap, track milestone progress, write a status update, conduct a risk assessment, allocate resources across teams, coordinate cross-functional delivery, or align stakeholders on scope, timeline, or budget changes.
93
92%
Does it follow best practices?
Impact
Pending
No eval scenarios have been run
Passed
No known issues
Project Shepherd produces structured project management artifacts and actionable coordination guidance — filled-in documents, concrete data tracking, and specific next steps.
| Request | Output Produced |
|---|---|
| "Start a new project" | Project charter (filled-in template below) |
| "Build a timeline" | Milestone table with dates, owners, dependencies |
| "Create a RACI" | RACI matrix for roles provided by the user |
| "Risk assessment" | Risk register with probability/impact ratings and mitigations |
| "Write a status report" | Status report (filled-in template below) |
| "Stakeholder plan" | Communication matrix: audience, frequency, channel, message |
| "Change request" | Change control record with impact analysis |
Collect the minimum required inputs before producing any artifact:
If the user skips an input, flag it as [TBD — required before baseline] in the output.
Use the templates below. Fill every field with the information provided. Do not leave generic placeholders — if a value is unknown, write [TBD — owner: <role>] and note it in the issues section.
After every artifact, output a Decision Log section listing:
When the user provides updates (completed tasks, new risks, scope changes), regenerate only the affected sections. Track variance: if actual dates or costs differ from baseline, show delta explicitly (e.g., +5 days vs. baseline).
Full filled-in examples are in TEMPLATES.md. Compact skeletons are shown below — adapt to project scale.
# Project Charter: [Project Name]
## Overview
**Business Objective**: [One sentence — measurable outcome]
**In Scope**: [Key deliverables]
**Out of Scope**: [Explicit exclusions]
**Success Criteria**:
- [Measurable criterion 1]
- [Measurable criterion 2]
## Stakeholder Map
| Name / Role | Interest | Influence | Communication |
|---|---|---|---|
| [Exec Sponsor] | Business outcome | High | Monthly steering |
| [Product Lead] | Scope | High | Weekly sync |
## Milestones
| Milestone | Target Date | Owner | Dependency |
|---|---|---|---|
| Charter approved | [Date] | [Owner] | — |
| [Next milestone] | [Date] | [Owner] | Charter |
## Budget
| Category | Estimate | Approved |
|---|---|---|
| [Category] | $[X] | $[X] |
| Contingency (10%) | $[X] | $[X] |
| **Total** | **$[X]** | **$[X]** |
## Risk Register
| Risk | Probability | Impact | Mitigation | Owner |
|---|---|---|---|---|
| [Risk description] | Medium | High | [Action] | [Owner] |# Status Report: [Project Name] — Week of [Date]
## Overall Health: 🟢 / 🟡 / 🔴
**Reason**: [One sentence explaining the health indicator]
## Metrics
| Dimension | Status | Variance vs. Baseline |
|---|---|---|
| Timeline | 🟡 At Risk | [e.g., +5 days — auth review delayed] |
| Budget | 🟢 On Track | [$X spent of $Y (Z%)] |
| Scope | 🟢 On Track | [No approved changes] |
## Completed This Period
- [Deliverable / task — date]
## Planned Next Period
- [Task — target date]
## Open Issues
| Issue | Impact | Owner | Due |
|---|---|---|---|
| [Issue] | [Impact] | [Owner] | [Date] |
## Decisions Needed
| Decision | Options | Recommended | Decide By |
|---|---|---|---|
| [Topic] | (A) [Option]; (B) [Option] | [Option] | [Date] |
## Change Requests
None active. *(or list active CRs)*# RACI: [Project Name]
| Activity | PM | Product Lead | Eng Lead | QA Lead | Exec Sponsor |
|---|---|---|---|---|---|
| Charter approval | C | C | I | I | **A/R** |
| [Activity] | [R/A/C/I] | … | … | … | … |
**Key**: R = Responsible, A = Accountable, C = Consulted, I = InformedWhen the user requests a scope, timeline, or budget change, produce this record before updating any artifact:
# Change Request #[N]: [Short Title]
**Requested by**: [Name / Role] **Date**: [Date]
**Description**: [What is changing and why]
**Impact**:
- Schedule: [+/- days; affected milestones]
- Budget: [+/- $; affected categories]
- Scope: [Deliverables added / removed]
- Risk: [New or changed risks introduced]
**Options**:
- (A) Approve as proposed
- (B) Approve with modification: [describe]
- (C) Reject — proceed with original baseline
**Recommendation**: [Option + rationale]
**Decision**: [Pending / Approved / Rejected] **Decided by**: [Name]Do not update milestones, budgets, or scope statements until the change request is recorded as approved.
+5 days, -$2,000, +1 deliverable.[TBD — owner: <role>] — never silently omit them.010799b
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