Claude Prompt Library

20 Claude Prompts for Project Management That Keep Things on Track

20 copy-paste prompts

XML-structured prompts for project plans, stakeholder updates, risk management, sprint planning, and retrospectives — built for how Claude helps PMs ship.

Project Planning

4 prompts

Project Charter Generator

1/20

<context> Project name: [PROJECT NAME] Sponsor: [EXECUTIVE SPONSOR NAME AND TITLE] Problem statement: [WHAT BUSINESS PROBLEM THIS PROJECT SOLVES] Key stakeholders: [LIST STAKEHOLDERS AND THEIR ROLES] Budget range: [ESTIMATED BUDGET] Target completion: [DATE OR QUARTER] </context> <task> Create a project charter document: 1. Project purpose — why this project exists (tied to business objectives, not just deliverables) 2. Scope statement — what's IN scope and explicitly what's OUT of scope 3. Success criteria — 3-5 measurable outcomes that define "done" 4. Key assumptions and constraints 5. High-level milestones (5-7 max) 6. Roles and decision rights — who approves what 7. Risks that could kill the project before it starts </task> <constraints> - Success criteria must be measurable: numbers, dates, or binary yes/no - Out-of-scope items should anticipate the most common scope creep requests - Milestones should be outcome-based ("user testing complete") not activity-based ("testing phase") - Keep the charter to 2 pages — it's an alignment tool, not a project plan - Flag any missing information I need to gather before kickoff </constraints>

Generates a focused project charter with clear scope boundaries, measurable success criteria, and decision rights.

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Pro tip: Save your organization's standard charter template as a Claude Project instruction so every new charter follows the same format automatically.

Work Breakdown Structure

2/20

<context> Project: [PROJECT NAME AND BRIEF DESCRIPTION] Deliverables: [LIST THE MAJOR DELIVERABLES] Team composition: [ROLES AVAILABLE — e.g., 2 devs, 1 designer, 1 QA] Duration: [TOTAL PROJECT TIMELINE] Dependencies: [ANY KNOWN DEPENDENCIES OR BLOCKERS] </context> <task> Create a work breakdown structure (WBS): 1. Decompose each deliverable into work packages (max 2 levels deep) 2. For each work package: - Estimated effort (hours or days) - Required skills/role - Dependencies (what must finish before this starts) - Acceptance criteria (how we know it's done) 3. Identify the critical path — which work packages have zero float 4. Flag any work packages that seem underestimated or carry hidden complexity </task> <constraints> - No work package should exceed 40 hours of effort — decompose further if it does - Dependencies must be specific: "WP 2.1 depends on WP 1.3" not "depends on design" - Include a buffer recommendation for the overall timeline (as a percentage) - Acceptance criteria must be verifiable by someone other than the person doing the work - Call out any deliverables that need more information before they can be decomposed </constraints>

Breaks a project into sized work packages with dependencies, effort estimates, and a critical path analysis.

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Pro tip: Enable extended thinking for complex WBS generation. Claude will reason through dependencies and catch circular references or missing work packages.

Timeline and Gantt Plan

3/20

<context> Project: [PROJECT NAME] Start date: [DATE] Hard deadline: [DATE AND WHY IT'S FIXED] Work packages: [PASTE YOUR WBS OR LIST OF TASKS WITH ESTIMATES] Team availability: [WHO IS AVAILABLE AND AT WHAT PERCENTAGE] Key milestones: [ANY FIXED DATES — launches, reviews, external deadlines] </context> <task> Build a project timeline: 1. Sequence all work packages based on dependencies 2. Assign resources considering availability and skill match 3. Identify the critical path and total project duration 4. Create a phase-by-phase timeline with: - Phase name, start/end dates, key deliverables - Milestone checkpoints between phases 5. Buffer analysis — where is the schedule tight and where is there float? 6. Schedule risks — what's most likely to slip and what's the impact? </task> <constraints> - No resource should be allocated at more than 80% (leave room for meetings, interrupts) - If the timeline exceeds the deadline, propose what to cut or parallelize — don't just extend - Include a "schedule confidence" rating (Low / Medium / High) with reasoning - Milestones should be decision points, not just status checks - Output as a text-based timeline table that can be transferred to any Gantt tool </constraints>

Creates a resource-loaded timeline with critical path, buffer analysis, and schedule confidence rating.

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Pro tip: Ask Claude to output the timeline as a markdown table — it renders as a clean artifact you can paste directly into your project management tool.

Resource Allocation Plan

4/20

<context> Project: [PROJECT NAME AND DURATION] Team members: [LIST NAMES, ROLES, AND CURRENT AVAILABILITY %] Work packages: [PASTE WBS OR TASK LIST WITH SKILL REQUIREMENTS] Competing priorities: [OTHER PROJECTS THESE PEOPLE ARE ON] Budget for contractors: [AVAILABLE BUDGET FOR EXTERNAL HELP] </context> <task> Create a resource allocation plan: 1. Skills matrix — map required skills to available team members 2. Allocation schedule — who works on what, and when (week by week) 3. Overallocation alerts — where someone is assigned more than 100% 4. Skill gaps — what's needed that nobody on the team can cover 5. Recommendations: - Which tasks to outsource or contract out - Where to cross-train team members for resilience - How to handle the top 2 "bus factor" risks (single points of failure) 6. Escalation triggers — when to raise a resourcing flag to leadership </task> <constraints> - Respect the competing priorities — don't assume 100% dedication - Include ramp-up time for new team members or contractors - Cross-training recommendations should be practical (not "everyone learns everything") - Escalation triggers must be specific: "If [person] drops below [X]% availability for more than [Y] weeks" - Factor in PTO, holidays, and typical meeting overhead </constraints>

Maps skills to people, identifies overallocation and bus-factor risks, and recommends where to bring in external help.

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Pro tip: Upload your team's current allocation spreadsheet to a Claude Project. Claude can then check new project plans against existing commitments automatically.

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Stakeholder Communication

4 prompts

Project Status Update Email

5/20

<context> Project: [PROJECT NAME] Reporting period: [WEEK/SPRINT/MONTH] Audience: [WHO RECEIVES THIS — leadership, steering committee, full team] Overall status: [GREEN / YELLOW / RED] </context> <task> Write a project status update: 1. TL;DR — one sentence: where we are, and what needs attention 2. Status summary (traffic light): - Schedule: [G/Y/R] — are we on track? - Budget: [G/Y/R] — are we on budget? - Scope: [G/Y/R] — has scope changed? - Quality: [G/Y/R] — are deliverables meeting standards? 3. Accomplishments this period (3-5 bullets, outcome-focused) 4. Upcoming milestones (next 2 weeks) 5. Risks and issues — what could derail us, and what we're doing about it 6. Decisions needed — anything blocking progress that requires stakeholder input 7. Help wanted — specific asks (not vague "support needed") </task> <constraints> - Lead with what matters most — if there's a problem, don't bury it below accomplishments - Accomplishments should be outcomes ("shipped feature X to 500 users") not activities ("worked on feature X") - Every risk must have an owner and a mitigation action - Decisions needed must include a recommended option so stakeholders can approve vs. discuss - Keep under 300 words — stakeholders skim, not read </constraints>

Creates a concise traffic-light status update that surfaces blockers, decisions needed, and specific asks.

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Pro tip: Save your status update template as a Claude Project instruction. Then each week just paste your raw notes and Claude formats them consistently.

Executive Summary for Leadership

6/20

<context> Project: [PROJECT NAME] Executive audience: [VP/C-SUITE/BOARD — who specifically] What they care about: [BUDGET? TIMELINE? STRATEGIC ALIGNMENT? RISK?] Project phase: [INITIATION / PLANNING / EXECUTION / CLOSING] Key metrics: [PASTE CURRENT METRICS — % complete, budget burn, etc.] </context> <task> Write an executive summary: 1. Bottom line — one sentence on project health and trajectory 2. Strategic alignment — how this project connects to company objectives 3. Key metrics dashboard (table: metric, target, actual, trend) 4. Top 3 achievements this period (business impact, not task completion) 5. Critical risks and mitigation status 6. Budget summary — spent vs. planned, forecast to completion 7. Timeline — current projected completion vs. original baseline 8. Decision or escalation — what you need from leadership (if anything) </task> <constraints> - Executives want the "so what" — don't report activities, report outcomes and implications - If we're behind schedule or over budget, lead with that and the recovery plan - Metrics should show trend direction (improving, stable, declining) - No jargon — translate technical issues into business impact - Keep to one page maximum </constraints>

Distills project status into a one-page executive summary with strategic framing, metrics, and clear asks.

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Pro tip: Extended thinking helps Claude translate technical project details into business language that resonates with executives.

Stakeholder Meeting Agenda

7/20

<context> Meeting type: [STEERING COMMITTEE / KICKOFF / MILESTONE REVIEW / DECISION GATE] Attendees: [LIST NAMES AND ROLES] Meeting duration: [MINUTES] Project phase: [CURRENT PHASE] Key issues to address: [WHAT NEEDS TO BE DISCUSSED OR DECIDED] Pre-read materials: [ANY DOCUMENTS ATTENDEES SHOULD REVIEW BEFOREHAND] </context> <task> Create a meeting agenda: 1. Meeting objective — one sentence on what success looks like when we leave the room 2. Agenda items with time allocations: - Topic, owner, time, purpose (inform / discuss / decide) - For decision items: options on the table and recommended choice 3. Pre-work assignments — what each attendee should prepare 4. Parking lot — anticipated tangents to defer 5. Post-meeting: action items template with owner, due date, and follow-up mechanism </task> <constraints> - Total agenda time should be 80% of meeting duration (leave buffer for discussion) - Decision items must come in the first half while energy is high - Every agenda item must have a clear purpose tag: INFORM, DISCUSS, or DECIDE - Include "what happens if we don't decide today" for each decision item - Pre-work should be specific: "review pages 3-7 of [document]" not "review materials" </constraints>

Builds a structured meeting agenda with time-boxed items, decision framing, and pre-work assignments.

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Pro tip: After the meeting, paste your notes back into Claude and ask it to generate the action items and follow-up email — it remembers the agenda context.

Change Request Document

8/20

<context> Project: [PROJECT NAME] Change requested by: [STAKEHOLDER NAME AND ROLE] Current baseline: [CURRENT SCOPE, TIMELINE, AND BUDGET] Change description: [WHAT THEY WANT TO ADD, MODIFY, OR REMOVE] Reason for change: [WHY THIS IS BEING REQUESTED NOW] </context> <task> Draft a change request document: 1. Change description — clear, specific statement of what's changing 2. Justification — business case for the change (not just "stakeholder wants it") 3. Impact analysis: - Schedule impact: [days/weeks added or saved] - Budget impact: [additional cost or savings] - Scope impact: [what's added, what's removed, what's modified] - Resource impact: [who's affected and how] - Risk impact: [new risks introduced or existing risks changed] 4. Alternatives — at least 2 other ways to address the underlying need 5. Recommendation — accept, reject, or modify — with reasoning 6. Approval required from: [decision maker(s)] </task> <constraints> - Impact analysis must be specific: "adds 2 weeks to Phase 3" not "may impact timeline" - Alternatives must be genuine options, not strawmen designed to make the change look good - Include the cost of NOT making this change (what happens if we say no) - If the change triggers other changes (cascade effect), document those - Recommendation must consider project health, not just stakeholder satisfaction </constraints>

Creates a complete change request with impact analysis, genuine alternatives, and a clear recommendation.

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Pro tip: Use Claude Projects to store your project baseline. Then when a change request comes in, Claude can automatically compare against the baseline to calculate impact.

Risk & Issue Management

4 prompts

Risk Register Builder

9/20

<context> Project: [PROJECT NAME AND DESCRIPTION] Phase: [CURRENT PHASE] Team size: [NUMBER AND COMPOSITION] Timeline: [START DATE TO END DATE] Known constraints: [BUDGET, TECHNOLOGY, REGULATORY, ORGANIZATIONAL] Industry: [INDUSTRY AND RELEVANT COMPLIANCE REQUIREMENTS] </context> <task> Build a comprehensive risk register: 1. Identify 15-20 risks across these categories: - Technical (architecture, integration, performance) - Schedule (dependencies, availability, complexity underestimation) - Resource (turnover, skill gaps, competing priorities) - External (vendor, regulatory, market changes) - Organizational (sponsorship, priority shifts, change resistance) 2. For each risk: - Risk ID and description - Category - Probability: 1 (rare) to 5 (almost certain) - Impact: 1 (negligible) to 5 (project-threatening) - Risk score (P x I) - Risk owner - Mitigation strategy (reduce probability or impact) - Contingency plan (what to do if it happens) - Trigger/early warning signal 3. Top 5 risks summary with detailed mitigation plans </task> <constraints> - Include at least 3 risks that project teams typically overlook (organizational, political, assumption-based) - Mitigation strategies must be actions, not "monitor closely" - Every risk must have a specific owner role (not "the team") - Early warning signals must be observable and measurable - Sort the final register by risk score, highest first </constraints>

Generates a scored risk register with 15-20 risks across five categories, each with mitigation plans and early warning triggers.

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Pro tip: Enable extended thinking to let Claude reason through second-order risks — the ones that only emerge when a first risk materializes.

Risk Mitigation Action Plan

10/20

<context> Risk: [DESCRIBE THE SPECIFIC RISK IN DETAIL] Risk score: [PROBABILITY x IMPACT RATING] Project context: [WHICH PROJECT, WHAT PHASE, WHAT'S AT STAKE] Available resources: [BUDGET AND TEAM CAPACITY FOR MITIGATION] Current status: [IS THIS RISK INCREASING, STABLE, OR DECREASING?] </context> <task> Create a detailed mitigation plan for this risk: 1. Root cause analysis — what's actually driving this risk (not just symptoms) 2. Mitigation strategy — actions to reduce probability: - Immediate actions (this week) - Short-term actions (next 2-4 weeks) - Ongoing monitoring activities 3. Impact reduction — actions to reduce damage if the risk materializes: - Fallback plan - Communication plan (who to notify and when) - Recovery steps 4. Trigger points — specific, measurable thresholds that activate the contingency 5. Cost of mitigation vs. cost of occurrence (is it worth mitigating?) 6. Escalation path — when and how to escalate to leadership </task> <constraints> - Root causes should go at least 2 levels deep (ask "why" twice) - Every action must have an owner and a deadline - Trigger points must be binary (it either happened or it didn't) — no subjective judgments - If mitigation costs more than the expected impact, say so explicitly - Include a "do nothing" option with honest assessment of consequences </constraints>

Creates a layered mitigation plan with root cause analysis, trigger thresholds, and cost-benefit assessment.

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Pro tip: Ask Claude to role-play as the risk: "You are this risk. What would make you most likely to materialize, and what would the PM miss?" for stress-testing your plan.

Issue Escalation Template

11/20

<context> Issue: [DESCRIBE THE ISSUE — WHAT HAPPENED OR IS HAPPENING] Impact: [HOW THIS AFFECTS THE PROJECT — schedule, budget, quality, scope] Discovery date: [WHEN WAS THIS IDENTIFIED] Current workarounds: [WHAT THE TEAM IS DOING RIGHT NOW] Escalating to: [WHO NEEDS TO KNOW AND DECIDE] </context> <task> Draft an escalation document: 1. Issue summary — one paragraph: what, when, impact severity (Critical / High / Medium) 2. Timeline of events — how we got here (brief chronological account) 3. Current impact: - What's blocked right now - What will be affected if unresolved in [X] days - Downstream effects on other workstreams or projects 4. Options for resolution (minimum 3): - Option A: [description, cost, timeline, trade-offs] - Option B: [description, cost, timeline, trade-offs] - Option C: [description, cost, timeline, trade-offs] 5. Recommended option with justification 6. Decision needed by: [specific date — and why that date] 7. What happens if no decision is made (the default path) </task> <constraints> - Be factual, not emotional — this is a decision document, not a complaint - Every option must include what we give up (there are no free solutions) - The "no decision" path must be explicitly stated — inaction is a choice - Include who was consulted before escalating - Keep under 1 page — executives make faster decisions with less text </constraints>

Structures an issue escalation with impact analysis, three resolution options, and a clear decision deadline.

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Pro tip: Claude is excellent at maintaining a neutral, factual tone in escalation documents. Ask it to "remove any language that sounds like blame" for a final polish.

Post-Mortem / Lessons Learned

12/20

<context> Project/incident: [NAME AND BRIEF DESCRIPTION] What happened: [FACTUAL SUMMARY OF THE EVENT OR PROJECT OUTCOME] Timeline: [KEY DATES — when it started, when it was detected, when it was resolved] Team involved: [ROLES, NOT NAMES — keep it blameless] Impact: [QUANTIFIED IMPACT — days lost, revenue affected, users impacted] </context> <task> Facilitate a structured post-mortem: 1. Timeline reconstruction — what happened in chronological order (facts only) 2. What went well — things we should keep doing (minimum 3) 3. What didn't go well — honest assessment without blame (minimum 5) 4. Root cause analysis — use "5 Whys" to get to the real root causes (not symptoms) 5. Contributing factors — systemic issues that made the problem possible 6. Action items: - Immediate fixes (prevent recurrence of this specific issue) - Systemic improvements (prevent this category of issue) - Process changes (what we'll do differently going forward) 7. Follow-up plan — who reviews action items and when </task> <constraints> - Strictly blameless — use roles, not names. "The deployment process" not "John deployed" - Root causes must go beyond the surface. "We didn't test" is not a root cause. WHY didn't we test? - Every action item must have an owner (role), deadline, and success metric - Include at least one positive finding — even failures have things that went right - Action items should be proportional to impact — don't overreact to small issues </constraints>

Runs a blameless post-mortem with 5-Whys root cause analysis, systemic findings, and proportional action items.

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Pro tip: Paste raw meeting notes or incident logs into Claude and it will organize them into the post-mortem structure. Extended thinking helps identify root causes the team may have missed.

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Agile & Sprint Management

4 prompts

Sprint Planning Document

13/20

<context> Sprint: [SPRINT NUMBER AND DATES] Sprint goal: [WHAT WE'RE TRYING TO ACHIEVE THIS SPRINT] Team capacity: [AVAILABLE STORY POINTS OR HOURS — after PTO, meetings, etc.] Velocity (last 3 sprints): [AVERAGE POINTS COMPLETED] Carryover items: [UNFINISHED ITEMS FROM LAST SPRINT] Product priorities: [TOP PRIORITIES FROM PRODUCT OWNER] </context> <task> Prepare a sprint planning document: 1. Sprint goal statement — one sentence that the team can rally around 2. Proposed sprint backlog: - User stories ranked by priority - Story points for each - Dependencies between stories - Acceptance criteria summary 3. Capacity check — total points proposed vs. team capacity 4. Risk items — stories that might not fit or have unknowns 5. Spillover plan — if we can't finish everything, what gets cut first? 6. Definition of Done checklist for this sprint 7. Commitments to other teams — any cross-team dependencies or deliverables </task> <constraints> - Don't commit to more than 85% of capacity (leave room for bugs and interrupts) - Carryover items get priority unless the product owner explicitly deprioritizes them - Flag any story over 8 points — it probably needs to be split - Dependencies must name the specific team or person we depend on - The spillover plan must be agreed on BEFORE the sprint starts, not after </constraints>

Creates a complete sprint planning document with capacity checks, risk flagging, and a pre-agreed spillover plan.

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Pro tip: Upload your product backlog to a Claude Project. Claude can then recommend sprint compositions based on priority, dependencies, and team velocity.

User Story Writer

14/20

<context> Feature: [DESCRIBE THE FEATURE OR CAPABILITY] User type: [WHO IS THE PRIMARY USER — role, persona, or segment] Business goal: [WHY WE'RE BUILDING THIS — what metric does it move] Technical context: [RELEVANT SYSTEM DETAILS, EXISTING FUNCTIONALITY] Constraints: [TECHNICAL LIMITATIONS, COMPLIANCE REQUIREMENTS, DESIGN GUIDELINES] </context> <task> Write user stories for this feature: 1. Epic-level story (the big picture) 2. Break it into 4-6 individual user stories, each following the format: "As a [user type], I want to [action] so that [benefit]" 3. For each story include: - Acceptance criteria (Given/When/Then format, 3-5 criteria each) - Edge cases to consider - Technical notes for the development team - Story point estimate (relative sizing: 1, 2, 3, 5, 8) - Dependencies on other stories 4. Suggest a logical implementation order </task> <constraints> - Stories must be independent enough to be worked on separately (INVEST criteria) - Each story should be completable within one sprint - Acceptance criteria must be testable — a QA engineer should know exactly what to verify - Don't include implementation details in the story — keep the "what" separate from the "how" - Edge cases should include error states, empty states, and permission boundaries </constraints>

Generates INVEST-compliant user stories with Given/When/Then acceptance criteria, edge cases, and sizing estimates.

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Pro tip: Ask Claude to "write the QA test cases for these stories" as a follow-up — it will generate test scripts directly from the acceptance criteria.

Backlog Prioritization Framework

15/20

<context> Product: [PRODUCT NAME AND CURRENT STATE] Current backlog: [PASTE YOUR BACKLOG ITEMS — titles and brief descriptions] Business objectives this quarter: [TOP 3 OBJECTIVES] Team capacity: [AVAILABLE CAPACITY FOR THE QUARTER] Technical debt items: [ANY TECH DEBT THAT'S SLOWING THE TEAM] Customer feedback themes: [TOP REQUESTS OR PAIN POINTS FROM USERS] </context> <task> Prioritize the backlog using a structured framework: 1. Score each item on: - Business value (1-5): revenue impact, strategic alignment, customer demand - Effort (1-5): development complexity, dependencies, risk - Urgency (1-5): time sensitivity, competitive pressure, compliance deadline - Cost of delay: what happens if we DON'T do this item this quarter 2. Calculate priority score: (Business Value x Urgency) / Effort 3. Create a prioritized list grouped into: - Must do this quarter (non-negotiable) - Should do this quarter (high value, schedule permitting) - Could do this quarter (nice to have) - Won't do this quarter (explicitly deferred with reasoning) 4. Recommended sprint allocation — which items go in which sprint 5. Technical debt recommendation — how much capacity to allocate to debt reduction </task> <constraints> - At least 15-20% of capacity should go to technical debt (justify if you recommend more or less) - "Cost of delay" must be specific: revenue at risk, churn impact, or competitive disadvantage - Every "Won't do" item needs a one-line explanation (so stakeholders understand why) - Don't just rank by score — consider dependencies and sequencing - Flag any items where you need more information to score accurately </constraints>

Scores and prioritizes backlog items with a weighted framework, cost-of-delay analysis, and sprint allocation plan.

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Pro tip: Paste your backlog directly from Jira or your tool of choice. Claude handles messy, inconsistent formatting and will ask for clarification where needed.

Sprint Retrospective Facilitator

16/20

<context> Sprint: [SPRINT NUMBER AND DATES] Sprint goal: [WHAT WE COMMITTED TO] Sprint outcome: [WHAT ACTUALLY HAPPENED — velocity, stories completed, goal met?] Team size: [NUMBER OF TEAM MEMBERS] Notable events: [ANYTHING UNUSUAL — outages, team changes, priority shifts] Previous retro action items: [WHAT WE SAID WE'D IMPROVE LAST TIME] </context> <task> Prepare a sprint retrospective: 1. Review of previous action items — did we actually follow through? (be honest) 2. Sprint metrics summary: - Committed vs. delivered (story points) - Sprint goal: achieved / partially achieved / missed - Cycle time trends 3. Discussion framework (choose one): - Start / Stop / Continue - Liked / Learned / Lacked / Longed for - Sailboat (wind, anchors, rocks, island) 4. Generate starter questions for each category (3 per category) 5. Action item template: - What we'll change - Who owns it - How we'll measure if it worked - Review date 6. Team health check — prompt questions for: pace, quality, collaboration, clarity, fun </task> <constraints> - Previous action items that weren't completed should be addressed first — don't just add new ones - Limit new action items to 3 maximum (more than 3 means none get done) - Action items must be specific and small enough to show progress in one sprint - Include at least one question that addresses team morale, not just process - Don't make assumptions about what went wrong — frame as discussion prompts </constraints>

Structures a retrospective with metrics review, discussion framework, and limited, specific action items that actually get done.

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Pro tip: Run this prompt before the retro meeting to prepare the structure, then paste the team's raw discussion notes afterward for Claude to generate the action items summary.

Team & Process

4 prompts

RACI Matrix Generator

17/20

<context> Project: [PROJECT NAME] Key deliverables: [LIST 8-12 MAJOR DELIVERABLES OR DECISIONS] Team roles: [LIST ALL ROLES INVOLVED — PM, Tech Lead, Designer, QA, Sponsor, etc.] Organization structure: [ANY REPORTING RELATIONSHIPS OR MATRIX MANAGEMENT] Pain points: [ANY CURRENT CONFUSION ABOUT WHO DOES WHAT] </context> <task> Create a RACI matrix: 1. Map every deliverable/decision to roles: - R (Responsible): who does the work - A (Accountable): who makes the final call (only ONE per row) - C (Consulted): who provides input before the decision - I (Informed): who needs to know after the decision 2. RACI table in a clean format 3. Validation checks: - Every row has exactly one A - No role is R on too many items (overload check) - No deliverable is missing an R - Flag any role that is only ever I (are they really needed?) 4. Conflict zones — where the RACI might create friction and how to resolve it 5. Communication implications — what meetings or channels does this RACI require? </task> <constraints> - Only ONE Accountable per deliverable — this is non-negotiable - If a role is both R and A on more than 50% of items, flag the bottleneck risk - Don't over-Consult — too many C's slows everything down. Challenge each one. - Include governance decisions (budget approval, scope changes) not just deliverables - Add a "RACI for the RACI" — who approves this matrix and when does it get reviewed? </constraints>

Builds a validated RACI matrix with overload detection, conflict zones, and communication implications.

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Pro tip: Claude generates the RACI as a clean markdown table artifact that you can paste directly into Confluence or Notion.

New Team Member Onboarding Plan

18/20

<context> New hire role: [JOB TITLE AND LEVEL] Team: [TEAM NAME AND SIZE] Project(s): [CURRENT PROJECTS THEY'LL JOIN] Start date: [DATE] Key tools: [TOOLS AND SYSTEMS THEY NEED ACCESS TO] Buddy/mentor: [ASSIGNED BUDDY NAME AND ROLE] Manager: [DIRECT MANAGER] </context> <task> Create a 30-60-90 day onboarding plan: Week 1 (Orientation): - Day-by-day schedule with specific activities - System access and tool setup checklist - Key people to meet (name, role, why they matter) - Reading list (documentation, project briefs, team norms) Days 8-30 (Learning): - Shadowing assignments (who and what) - First small deliverable (meaningful but low-risk) - Key meetings to attend and what to observe - Check-in schedule with manager and buddy Days 31-60 (Contributing): - Independent tasks with increasing complexity - Feedback checkpoints - Integration into ongoing project work - Areas where they should start forming their own opinions Days 61-90 (Owning): - Full ownership of specific workstream or area - Expected contribution level - 90-day review criteria and format </task> <constraints> - The first deliverable should happen by day 10 — early wins build confidence - Don't schedule wall-to-wall meetings in week 1 — leave time to absorb - Include informal activities: lunch with the team, coffee chats, not just work tasks - The 90-day review criteria should be shared on day 1, not day 89 - Flag any access or setup items that typically take more than 24 hours (start those early) </constraints>

Creates a structured 30-60-90 onboarding plan with day-by-day first week, specific milestones, and clear review criteria.

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Pro tip: Save your team's standard onboarding template as a Claude Project instruction. Then customize it per role by just describing the new hire.

Process Documentation Template

19/20

<context> Process name: [NAME OF THE PROCESS TO DOCUMENT] Process owner: [WHO OWNS THIS PROCESS] Current state: [IS THIS A NEW PROCESS OR DOCUMENTING AN EXISTING ONE?] Audience: [WHO WILL FOLLOW THIS DOCUMENTATION — role and experience level] Tools involved: [SYSTEMS AND TOOLS USED IN THIS PROCESS] Frequency: [HOW OFTEN THIS PROCESS RUNS — daily, weekly, per-event] </context> <task> Document this process: 1. Process overview — what this process does and why it exists (2-3 sentences) 2. When to use this process — triggering conditions 3. Prerequisites — what must be true before starting 4. Step-by-step instructions: - Numbered steps with clear actions - Decision points marked as branching paths (if X then step Y, if not then step Z) - Screenshots/visual placeholders where helpful - Expected outcome at each step 5. Roles involved and handoff points 6. Common errors and troubleshooting 7. SLA/timing expectations — how long each step should take 8. Escalation — what to do when the process breaks 9. Version history and review schedule </task> <constraints> - Write for someone doing this for the first time — no assumed knowledge - Every step should be a single action (not "set up the environment and configure the parameters") - Include what NOT to do (common mistakes) alongside what to do - Decision points must cover all paths, including the "I don't know" path - Add a "quick reference" one-pager summary at the top for experienced users </constraints>

Produces a complete process document with branching decision points, troubleshooting guide, and a quick-reference summary.

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Pro tip: Describe the process to Claude in rough notes or bullet points. Claude will organize it into a formal document and flag steps where more detail is needed.

Team Capacity Planning

20/20

<context> Planning period: [QUARTER OR TIME PERIOD] Team members: [LIST NAMES, ROLES, AND FTE %] Known commitments: [PROJECTS ALREADY COMMITTED TO WITH ESTIMATED EFFORT] Incoming requests: [NEW WORK BEING REQUESTED] PTO and holidays: [KNOWN ABSENCES DURING THE PERIOD] Historical data: [LAST QUARTER'S ACTUAL CAPACITY UTILIZATION IF AVAILABLE] </context> <task> Build a capacity plan: 1. Available capacity calculation: - Total working days per person - Subtract: PTO, holidays, company meetings, recurring ceremonies - Apply overhead factor (meetings, context-switching, admin — typically 20-30%) - Net available capacity in person-days or hours 2. Demand analysis: - Committed work (already in progress or promised) - New requests (scored by priority) - Maintenance and support load (based on historical data) - Technical debt allocation 3. Gap analysis: - Where demand exceeds capacity - Which roles are bottlenecks - Which requests must be deferred or declined 4. Recommendations: - What to commit to - What to tentatively plan (capacity permitting) - What to explicitly say no to (with reasoning for stakeholders) - Where to invest in cross-training to reduce bottleneck risk 5. Scenario modeling: - Best case (no surprises) - Expected case (typical disruption level) - Worst case (key person unavailable, major incident) </task> <constraints> - Never plan at 100% utilization — 70-80% is realistic for knowledge work - Include the "unplanned work" tax: bugs, incidents, and urgent requests (use historical % if available) - Bottleneck analysis should consider skills, not just headcount - "Say no" recommendations must include the business impact of saying no - Scenario modeling should change only one variable at a time so the impact is clear </constraints>

Calculates real team capacity with overhead factors, maps it against demand, and models best/expected/worst case scenarios.

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Pro tip: Extended thinking is valuable for capacity planning. Claude will cross-check the numbers, catch overallocation, and identify scenarios you might not have considered.

Frequently Asked Questions

Claude excels at the structured, document-heavy work that eats up PM time: project charters, status updates, risk registers, and stakeholder communications. Use XML-tagged prompts to provide project context and constraints, and Claude produces PM-ready documents in seconds instead of hours. Extended thinking is particularly useful for risk analysis and capacity planning.
No — Claude complements your PM tools, it doesn't replace them. Use Claude to generate the content (user stories, sprint plans, status updates) and then put that content into your tracking tool. Claude is best at thinking and writing; Jira is best at tracking and workflow automation.
Use Claude Projects to save your project context, stakeholder preferences, and reporting format as project knowledge. Then each week, paste your raw notes and metrics — Claude generates a consistent, professional status update in your established format without re-explaining the project every time.
Yes. The Agile & Sprint Management category is built for scrum and kanban teams, while Project Planning and Stakeholder Communication work for any methodology. The Risk & Issue Management and Team & Process categories are methodology-agnostic. Adapt the prompts to your framework by adjusting the context section.

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