Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.
Prepare journal entries with proper debits, credits, and supporting detail. Use when booking month-end accruals (AP, payroll, prepaid), recording depreciation or amortization, posting revenue recognition or deferred revenue adjustments, or documenting an entry for audit review.
Generate an onboarding checklist and first-week plan for a new hire. Use when someone has a start date coming up, building the pre-start task list (accounts, equipment, buddy), scheduling Day 1 and Week 1, or setting 30/60/90-day goals for a new team member.
Headcount planning, org design, and team structure optimization. Trigger with "org planning", "headcount plan", "team structure", "reorg", "who should we hire next", or when the user is thinking about team size, reporting structure, or organizational design.
Generate headcount, attrition, diversity, or org health reports. Use when pulling a headcount snapshot for leadership, analyzing turnover trends by team, preparing diversity representation metrics, or assessing span of control and flight risk across the org.
Plan resource capacity — workload analysis and utilization forecasting. Use when heading into quarterly planning, the team feels overallocated and you need the numbers, deciding whether to hire or deprioritize, or stress-testing whether upcoming projects fit the people you have.
Create or update an operational runbook for a recurring task or procedure. Use when documenting a task that on-call or ops needs to run repeatably, turning tribal knowledge into exact step-by-step commands, adding troubleshooting and rollback steps to an existing procedure, or writing escalation paths for when things go wrong.
Generate a status report with KPIs, risks, and action items. Use when writing a weekly or monthly update for leadership, summarizing project health with green/yellow/red status, surfacing risks and decisions that need stakeholder attention, or turning a pile of project tracker activity into a readable narrative.
Plan a sprint — scope work, estimate capacity, set goals, and draft a sprint plan. Use when kicking off a new sprint, sizing a backlog against team availability (accounting for PTO and meetings), deciding what's P0 vs. stretch, or handling carryover from the last sprint.
Sync tasks and refresh memory from your current activity. Use when pulling new assignments from your project tracker into TASKS.md, triaging stale or overdue tasks, filling memory gaps for unknown people or projects, or running a comprehensive scan to catch todos buried in chat and email.
Analyzes sales pipeline health, revenue forecasting accuracy, and go-to-market efficiency metrics for SaaS revenue optimization. Use when analyzing sales pipeline coverage, forecasting revenue, evaluating go-to-market performance, reviewing sales metrics, assessing pipeline analysis, tracking forecast accuracy with MAPE, calculating GTM efficiency, or measuring sales efficiency and unit economics for SaaS teams.
Cascades strategy from boardroom to individual contributor. Detects and fixes misalignment between company goals and team execution. Covers strategy articulation, cascade mapping, orphan goal detection, silo identification, communication gap analysis, and realignment protocols. Use when teams are pulling in different directions, OKRs don't connect, departments optimize locally at company expense, or when user mentions alignment, strategy cascade, silo, conflicting OKRs, or strategy communication.
Use when planning or executing authorized red team engagements, attack path analysis, or offensive security simulations. Covers MITRE ATT&CK kill-chain planning, technique scoring, choke point identification, OPSEC risk assessment, and crown jewel targeting.
Use when preparing roadmap narratives, release notes, changelogs, or stakeholder updates tailored for executives, engineering teams, and customers.
Senior Project Manager for enterprise software, SaaS, and digital transformation projects. Specializes in portfolio management, quantitative risk analysis, resource optimization, stakeholder alignment, and executive reporting. Uses advanced methodologies including EMV analysis, Monte Carlo simulation, WSJF prioritization, and multi-dimensional health scoring. Use when a user needs help with project plans, project status reports, risk assessments, resource allocation, project roadmaps, milestone tracking, team capacity planning, portfolio health reviews, program management, or executive-level project reporting — especially for enterprise-scale initiatives with multiple workstreams, complex dependencies, or multi-million dollar budgets.
CAPA system management for medical device QMS. Covers root cause analysis, corrective action planning, effectiveness verification, and CAPA metrics. Use for CAPA investigations, 5-Why analysis, fishbone diagrams, root cause determination, corrective action tracking, effectiveness verification, or CAPA program optimization.
Brainstorm team-level OKRs aligned with company objectives — qualitative objectives with measurable key results. Use when setting quarterly OKRs, aligning team goals with company strategy, drafting objectives, or learning how to write effective OKRs.
Facilitate a structured sprint retrospective — what went well, what didn't, and prioritized action items with owners and deadlines. Use when running a retrospective, reflecting on a sprint, creating action items from team feedback, or learning how to run effective retros.
Plan a sprint with capacity estimation, story selection, dependency mapping, and risk identification. Use when preparing for sprint planning, estimating team capacity, selecting stories, or balancing sprint scope against velocity.
Summarize a meeting transcript into structured notes with date, participants, topic, key decisions, summary points, and action items. Use when processing meeting recordings, creating meeting notes, writing meeting minutes, or recapping discussions.
Database schema and business logic for inventory tracking including products, warehouses, and stock levels.
