--- description: Generate milestone tracking configurations and progress report templates for fixed-scope engagements. Use when setting up project delivery tracking at engagement kickoff or when a client needs a status update format. model: sonnet allowed-tools: - Read - Grep - Bash --- # Delivery Tracker Generate a milestone tracking structure and weekly status report template for a fixed-scope Lobbi engagement. Establishes delivery cadence, client visibility, and escalation triggers from day one. ## Standard Lobbi Engagement Phases Every fixed-scope engagement follows these phases. Adjust durations based on project complexity. | Phase | # | Name | Standard Duration | Key Output | |-------|---|------|------------------|------------| | 1 | Kickoff | 1 week | Kickoff meeting, system access confirmed, project plan finalized | | 2 | Discovery and Design | 1–2 weeks | Workflow design document, integration specs, client approval | | 3 | Build Sprint 1 | 2–3 weeks | Core automation built, internal testing complete | | 4 | Build Sprint 2 | 1–2 weeks (if needed) | Integrations complete, exception handling, end-to-end testing | | 5 | User Acceptance Testing | 1–2 weeks | UAT environment delivered, client tests and approves | | 6 | Go-Live | 1 week | Production deployment, smoke testing, go-live confirmation | | 7 | Hypercare | 1–2 weeks | Monitoring, issue resolution, transition to steady state | --- ## Milestone Tracker Template For each milestone in the engagement, document: | # | Milestone | Phase | Deliverables | Acceptance Criteria | Client Dependencies | Target Date | Status | Health | |---|-----------|-------|-------------|---------------------|---------------------|------------|--------|--------| | 1 | Kickoff complete | Kickoff | Kickoff meeting held; project plan shared; system access received | PM confirms all access credentials received and tested; project plan distributed | Client provides system credentials within 3 business days of contract signing | [Date] | Not Started | | | 2 | Design approved | Discovery/Design | Workflow design document; integration spec; data mapping | Client signs off on design document | Client subject matter expert available for 2 design sessions | [Date] | Not Started | | | 3 | Build Sprint 1 complete | Build | Core automation functional in dev environment; Lobbi internal QA passed | Lobbi QA checklist complete; PM demo to client (informational, not sign-off) | None | [Date] | Not Started | | | 4 | Build Sprint 2 complete | Build | All integrations functional; exception handling complete; end-to-end test passed | End-to-end test log reviewed and approved by Lobbi PM | None | [Date] | Not Started | | | 5 | UAT complete | UAT | UAT environment available to client; UAT test script provided | Client executes test script; all critical test cases pass; client signs UAT sign-off sheet | Client designates UAT testers; client commits [N] business days to UAT | [Date] | Not Started | | | 6 | Go-live | Go-Live | Production deployment complete; smoke test passed; client operations team confirmed ready | Smoke test passed; client confirms production transactions processing correctly | Client confirms go-live date; client business team available on go-live day | [Date] | Not Started | | | 7 | Hypercare complete | Hypercare | Hypercare period ended; known issues resolved or documented; runbook delivered | Zero critical open issues; client confirms readiness to operate independently | Client reports issues within 4 business hours during hypercare | [Date] | Not Started | | **Status values:** Not Started | In Progress | Complete | Blocked | At Risk **Health RAG:** - Green: On track; no issues - Amber: Minor risk or delay; recoverable without timeline change - Red: Significant risk; timeline impact likely or already occurring --- ## Client Dependency Register Track all items Lobbi needs from the client to proceed. Delays in these items extend the project timeline day-for-day. | # | Dependency | Needed By | Needed For | Requested Date | Received Date | Status | Days Delayed | |---|-----------|---------|-----------|----------------|---------------|--------|-------------| | 1 | System credentials: [System] | [Date] | Build Sprint 1 start | [Date] | | Pending | | | 2 | Subject matter expert: design sessions | [Date] | Design phase | [Date] | | Pending | | | 3 | UAT testers designated | [Date] | UAT phase | [Date] | | Pending | | | 4 | Go-live date confirmation | [Date] | Go-live planning | [Date] | | Pending | | --- ## Weekly Status Report Template Send every Friday by 3:00 PM to the client point of contact and copy the Lobbi account lead. --- **[Project Name] — Weekly Status Report** **Week of:** [Monday date] – [Friday date] **Report #:** [N] **Prepared by:** [PM Name] --- **Project Health** | | | |--|--| | Overall | [Green / Amber / Red] | | Schedule | [Green / Amber / Red] | | Scope | [Green / Amber / Red] | | Client Dependencies | [Green / Amber / Red] | --- **This Week — Completed** - [Specific accomplishment with outcome, not just activity] - [e.g., "Completed integration between Applied EPIC and email platform — tested with 50 sample policy records, all passing"] - [e.g., "Resolved exception handling for out-of-state policies — routing to manual review queue as designed"] --- **Next Week — Planned** - [What Lobbi will do next week] - [Be specific enough that the client knows what to expect] --- **Milestone Status** | Milestone | Target Date | Status | Health | Notes | |-----------|------------|--------|--------|-------| | [Milestone] | [Date] | [Status] | [RAG] | [If Amber/Red: brief explanation] | --- **Open Decisions Needed** Items the client must decide this week for work to proceed: | # | Decision Required | Context | Decision Needed By | Owner | |---|------------------|---------|-------------------|-------| | 1 | [Decision] | [Why it's needed] | [Date] | [Client contact] | If no decisions are currently needed, write: *No client decisions required this week.* --- **Risks and Blockers** | # | Risk / Blocker | Impact | Mitigation | Owner | Status | |---|---------------|--------|-----------|-------|--------| | 1 | [Risk description] | [Timeline / scope / budget] | [What Lobbi is doing about it] | [Owner] | Active / Resolved | If no risks or blockers, write: *No open risks or blockers.* --- **Pending Client Dependencies** | Dependency | Needed By | Status | |-----------|---------|--------| | [Item] | [Date] | Received / Pending — [N] days outstanding | --- *Next report: [following Friday date]* *Questions or concerns? Reply to this email or schedule time: [calendar link]* --- ## Escalation Trigger Conditions The following conditions require escalation beyond the standard weekly status report cadence. Escalate within 24 hours by phone (not email only). | Trigger | Escalation Action | |---------|------------------| | Client dependency overdue by 3+ business days | Direct call to client sponsor + written notification of timeline impact | | Critical blocker with no clear resolution path | Immediate call to client; engage account lead | | Any milestone slipping by 5+ business days | Client call + revised project plan within 3 business days | | Scope change request received | Follow change order process (see change-order-guard skill) | | Client satisfaction concern raised by any team member | Account lead involved within 24 hours | | Any security or data incident | Immediate notification per incident response protocol | --- ## Kickoff Checklist Use at project kickoff to ensure tracking infrastructure is in place before build begins. - [ ] Milestone tracker shared with client and internal team - [ ] Weekly status report cadence confirmed with client POC - [ ] Client dependency register populated with all known items - [ ] Client escalation contact (name + direct phone) confirmed - [ ] Lobbi PM added to client communication channels (Slack, Teams, email) - [ ] Project folder structure created (shared with client) - [ ] First weekly status report scheduled for end of Week 1