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gov_id MASTER-PLAN
gov_name PMOSkills Repository Master Development Plan
version 4.8.0
status Active
authority PMBOK8 Primary
supersedes NEXT-STEPS-PLAN.md v3.0.0 · MASTER-PLAN-V2.md v2.12.0 · MASTER-PLAN.md v4.7.0
file_path MASTER-PLAN.md

PMOSkills Repository — Master Development Plan

Version: 4.8.0
Date: 2026-06-02
Repository: https://github.com/fakhruldeen/PMOSkills
Authority: PMBOK 8 Primary · PMI Companion References Secondary
Status: Active roadmap
Supersedes: NEXT-STEPS-PLAN.md v3.0.0 · MASTER-PLAN-V2.md v2.12.0 · MASTER-PLAN.md v4.7.0 (2026-06-02)

v4.8.0 update note (2026-06-02): Phase 8 Next Steps & Compliance Integration: created comprehensive docs/user-friendly-guide.md (practitioner and AI manual with Mermaid charts) and tests/pmbok8-compliance-test-plan.md (formal 3-tier L1/L2/L3 testing protocol). Formally mapped Phase 8 roadmap additions (AST automations, static sites, pilot scopes) and updated scorecards.

v4.7.0 update note (2026-06-02): Phase 6 Test Suite and Phase 7 Quality Audit Complete: 48 skill test suites, 7 cross-skill integration flow tests, and catalogs fully implemented. Resolved all legacy mixed-case file non-conformances (NC-001 through NC-006) by renaming files to lowercase kebab-case and updating all links. All quality audit gates (Q-01 through Q-06) verified.

v4.6.0 update note (2026-06-01): Phase 0 Structural Cleanup Complete: all legacy root directories and duplicate standards files removed. Staging files in repo/ and old artifacts monolith archived to docs/legacy/. Post-cleanup README alignment to show clean reference/ and artifacts/ structures. Session S-016 logged.

v4.4.1 update note (2026-06-01): QUALITY-STANDARDS.md completed to v2.0.0 (§6–§10 written). Version reference in §2 updated accordingly. S-013 session log entry added.

v4.4.0 update note (2026-06-01): Quality enforcement integrated. QUALITY-STANDARDS.md is now the single authoritative source for all quality standards, file structures, naming conventions, YAML schemas, and quality gate checklists. §2 of this file updated to point to QUALITY-STANDARDS.md — the inline quality summary previously here is removed to eliminate dual-source confusion. Six new AI agent operating rules (13–19) added in §9 to enforce QUALITY-STANDARDS.md at the file level.

v4.3.0 update note (2026-06-01): Comprehensive gap audit completed. All Space files cross-referenced against current repo: PMBOK 8 Guide (8th Ed.), The Standard for Project Management, PMO Practice Guide, Project Manager's Book of Forms, and all 23 books in pmi_reference_list.md. Eight new task groups added: (1) PMO-specific skills missing entirely; (2) Portfolio and Program management skills missing; (3) No companion-references layer despite 23 uploaded books; (4) No tailoring guidance layer despite PMBOK 8 full Tailoring section; (5) Sustainability/ESG skills absent despite being a PMBOK 8 Standard principle; (6) Missing docs/ai-agents/source-usage-guide.md; (7) Skills × Reference Book mapping needs promotion from repo/; (8) PMO artifacts A34–A36 tracked in plan but missing from scorecard. Total target file count raised from ~350 to ~420 files.

v4.2.0 update note (2026-06-01): Full repository directory audit completed. Every directory crawled and compared against the canonical intended structure. Critical new findings: (1) artifacts/ has 17 subdirs vs 6 documented — 11 undocumented dirs need audit and README update; (2) repo/ contains 7 identifiable legacy files that need audit and archival/deletion; (3) C4-Process-Records/ root contains 30 old pre-migration PR files (PR11–PR40) confirmed as duplicates of reference/processes/; (4) C5/C6/C7 all contain live content that must be migrated before deletion; (5) reference/ has 4 stale legacy subdirs still present; (6) reference/ is missing tools-techniques/, inputs-outputs/, and appendices/ subdirs. All findings added as critical Phase 0 tasks. Phase 0 now has 22 distinct operations.

0. Purpose

This is the active session tracking plan for the PMOSkills repository. For the full phase-by-phase completion plan, see COMPLETION-PLAN-V4.md.

This document tracks:

  • Current state of every layer (from live directory audit)
  • Session-by-session progress log
  • Scorecard against all known targets

1. Live Directory Audit (as of 2026-06-02 — v4.8.0)

1.1 Root Level — Files

File Status Notes
README.md ✅ Current Core entry point and repository overview
MASTER-PLAN.md ✅ Current This file — single source of truth for governance and roadmaps
QUALITY-STANDARDS.md ✅ Current Single authority for quality gates, YAML schemas, and directory rules
SKILL-REGISTRY.md ✅ Current Master skill index (48 skills indexed)
AUTHORITY-ROUTING.md ✅ Current T1–T4 threshold model and RACI matrix
LIFECYCLE-MAP.md ✅ Current Phase-by-phase process and artifact flow
PRINCIPLES-CROSSWALK.md ✅ Current 12 principles × 11 domains × 40 processes
source-authority.md ✅ Current Source authority rules and reference hierarchy
pmi_reference_list.md ✅ Current Canonical PMI reference list (23 books)
CHANGELOG.md ✅ Current Historical changelog of repository versions
LICENSE ✅ Current MIT License
.gitignore ✅ Current Git ignore rules

1.2 Root Level — Directories

Directory Actual Contents Status Action Required
.github/ Issue/PR templates + relocated policies ✅ Correct None (CODE_OF_CONDUCT.md, CONTRIBUTING.md, and SECURITY.md relocated here)
Archive/ Superseded creation documents & drafts ✅ Correct None (COMPLETION-PLAN.md, legacy/ drafts, and meta/ generators relocated here)
docs/ Multi-audience subfolder handbook (practitioners, AI agents, dev tools) ✅ Complete None (fully restructured into human-practitioners/, ai-agents/, developer-tools/, general/ tracks)
artifacts/ 12 canonical folders containing 38 baselines ✅ Complete None (contains all PMBOK 8 initiated/planned/executed templates)
skills/ 7 pack directories containing 48 skills ✅ Complete None (fully built and structured per quality standards)
reference/ Principles, domains, companion refs, pmo ✅ Complete None (fully synchronized with PMBOK 8 + 23 companion books)
shared/ Routing logic, validators, and checklists ✅ Complete None (contains active program validators and components)
tests/ Unit, integration, and compliance test suite ✅ Complete None (includes pmbok8-compliance-test-plan.md QA gate system)

1.3 artifacts/ — Full Subdirectory Audit

The 12 canonical directories are fully audited and documented:

Subdir Status Action
closure/ ✅ Canonical Audited & documented (A24, A27)
governance/ ✅ Canonical Audited & documented (A05, A34, A35, A37, A39)
initiating/ ✅ Canonical Audited & documented (A01, A02, A04)
knowledge/ ✅ Canonical Audited & documented (A30)
monitoring-and-decisions/ ✅ Canonical Audited & documented (A12, A17, A18, A19, A20, A21)
planning-and-baselines/ ✅ Canonical Audited & documented (A06, A08, A14, A15, A16, A28)
pmo/ ✅ Canonical Audited & documented (A23, A36)
portfolio/ ✅ Canonical Audited & documented (A22)
procurement/ ✅ Canonical Audited & documented (A11, A31, A32, A33)
quality/ ✅ Canonical Audited & documented (A09, A13)
resources/ ✅ Canonical Audited & documented (A03, A20, A25, A26, A27)
stakeholders-communications/ ✅ Canonical Audited & documented (A07, A10, A28, A29)

1.4 reference/ — Full Subdirectory Audit

Subdir Status Action
principles/ ✅ Complete (C1) None
performance-domains/ ✅ Complete (C2) None
focus-areas/ ✅ Complete (C3) None
processes/ ✅ PR11–PR40 + index.md Build PR01–PR10 + PR41 (Phase 4)
README.md ✅ Current Aligned post-Phase 0
knowledge-areas/ ✅ Complete None
tools-techniques/ ✅ Complete None
inputs-outputs/ ✅ Complete None
appendices/ ⏳ Planned Create in Phase 4-C8
GLOSSARY.md ⏳ Planned Create in Phase 4-C9
companion-references/ ⏳ Planned Create in Phase 4-C10 (23 reference books)
tailoring/ ⏳ Planned Create in Phase 4-C11 (PMBOK 8 Tailoring section)
pmo/ ⏳ Planned Create in Phase 4-C12

1.5 repo/ — Legacy File Audit

Staging files in repo/ have been fully resolved:

  • Skill-PMBOK8anchor-Corepurpose-Primaryartifacts-Ma.csv promoted to meta/Skill-PMBOK8anchor-Corepurpose-Primaryartifacts-Ma.csv.
  • Artifacts-V-1.0.5-export-4.md archived to docs/legacy/Artifacts-V-1.0.5-export-4.md.
  • Draft files risk-domain-package-index.md, risk-domain-readme.md, risk-skills-manifest.json, risk-skills-manifest.yaml, and risk-skills-taxonomy-map.md archived to docs/legacy/.
  • Empty repo/ directory removed.

1.6 Gap Audit Summary — Against PMBOK 8 + 23 Companion References

This section is new in v4.3.0. It records gaps found by cross-referencing all Space-uploaded files against the current repo state.

Gap ID Gap Description Source Severity
GAP-01 Zero PMO-specific skills PMO Practice Guide (Space file) 🔴 Critical
GAP-02 Zero Portfolio and Program management skills PMBOK 8 Standard §2 / PMBOK 8 Guide §2 🔴 Critical
GAP-03 No reference/companion-references/ layer pmi_reference_list.md (23 books) 🔴 Critical
GAP-04 No Tailoring guidance layer PMBOK 8 Guide — Tailoring section 🔴 Critical
GAP-05 Zero Sustainability / ESG skills or artifacts PMBOK 8 Standard — Principle 6: Integrate Sustainability 🟠 High
GAP-06 Missing docs/ai-agents/source-usage-guide.md pmi_reference_list.md + Space instructions 🟠 High
GAP-07 Skills × Reference Book mapping not promoted repo/Skill-PMBOK8anchor-...csv (exists but buried) 🟠 High
GAP-08 PMO artifacts A34–A36 in plan but not in scorecard COMPLETION-PLAN-V4.md / PMBOK 8 Guide 🟡 Medium
GAP-09 No reference/ index for 7 PMBOK 8 performance domains as knowledge content PMBOK 8 Guide §2 (Governance, Scope, Schedule, Finance, Stakeholders, Resources, Risk) 🟡 Medium
GAP-10 No docs/human-practitioners/audience-guide.md — no explicit path for PMO Director vs PM vs AI agent NEXT-STEPS-PLAN audience requirement 🟡 Medium
GAP-11 No PMO Type mapping skill — the PMO Practice Guide defines 20+ PMO types; no skill routes practitioners to correct PMO model PMO Practice Guide Ch. 3 🟡 Medium
GAP-12 No PMO Maturity Assessment skill — PMO Practice Guide Appendix X3 has 26-service maturity model PMO Practice Guide Appendix X3 🟡 Medium
GAP-13 No reference/pmo/ subdir for PMO service definitions, PMO competency domains, PMO types PMO Practice Guide 🟡 Medium
GAP-14 No artifacts/pmo/ canonical structure documented — dir exists undocumented Artifact audit §1.3 🟡 Medium
GAP-15 Book of Forms forms not mapped to repo artifacts — Cynthia Snyder Dionisio Book of Forms has 40+ forms; none cross-referenced to A01–A41 Project Manager's Book of Forms (Space file) 🟡 Medium

2. Quality Standards

Single authority: QUALITY-STANDARDS.md (v2.0.0)

All quality standards, file structure requirements, YAML front-matter schemas, naming conventions, directory rules, quality gate checklists, source traceability rules, enforcement protocols, and the AI agent pre-commit checklist are defined in QUALITY-STANDARDS.md (currently v2.0.0). That document supersedes any inline quality notes in this file or in COMPLETION-PLAN-V4.md §2.

2.1 Document Roles

Document Role When to Read
QUALITY-STANDARDS.md Single authority — all schemas, naming rules, structure standards, source traceability, quality gates, enforcement protocol, pre-commit checklist Before creating or reviewing ANY file in this repo
MASTER-PLAN.md (this file) Active tracker — session log, scorecard, gap audit, task lists Start of every session
COMPLETION-PLAN-V4.md Phase blueprint — entry conditions, deliverables, phase-level quality gates When starting a new phase

2.2 Quick Reference — File Type → Quality Standard

File Type Code Quality Standard Section
Skill file SKL QUALITY-STANDARDS.md §2.1 (YAML) · §3.1 (structure) · §4.2 (naming) · §7.2 (gate)
Artifact definition ART-DEF §2.2 · §3.2 · §4.3 · §7.3
Artifact template ART-TPL §2.3 · §3.3 · §4.3 · §7.3
Artifact example ART-EX §2.4 · §3.4 · §4.3 · §7.3
Reference file REF §2.5 · §3.5 · §4.4 · §7.4
Documentation file DOC §2.6 · §3.6 · §4.7
Shared component SHR §2.7 · §3.8 · §4.6
Test file TST §2.8 · §3.7 · §4.5
Root governance file GOV §2.9 · §3.9 · §4.7

2.3 Commit Convention (enforced)

type(scope): short description

Body: what changed and why.
Files: list of files added/modified/deleted.
Phase: which plan phase this commit belongs to.

Types: feat · fix · docs · chore · refactor · test
Scopes: skills · artifacts · docs · reference · shared · tests · root

3. Canonical Target Structure

The full annotated tree is in COMPLETION-PLAN-V4.md §3. The directory rule authority is QUALITY-STANDARDS.md §5.

3.1 skills/ — Planned Pack Additions (v4.3.0)

The current 7-pack structure covers the project lifecycle (Packs 01–07). The gap audit identifies two additional packs required:

Pack Name Skills Source
01 Organizational Setup 3 PMBOK 8 Standard
02 Initiating 2 PMBOK 8 Guide
03 Planning 17 PMBOK 8 Guide
04 Executing 9 PMBOK 8 Guide
05 Monitoring and Controlling 9 PMBOK 8 Guide
06 Closing 3 PMBOK 8 Guide
07 Adaptive and Hybrid 4 PMBOK 8 Guide
08 — NEW PMO Setup and Operations 8 PMO Practice Guide
09 — NEW Portfolio and Program Management 6 PMBOK 8 Standard §2 / PMBOK 8 Guide

3.2 reference/ — Canonical Subdir Plan (v4.3.0)

Subdir Status Phase
principles/ ✅ Complete Done
performance-domains/ ✅ Complete Done
focus-areas/ ✅ Complete Done
processes/ ✅ Complete (all 40 standard + index + PR41) Done
knowledge-areas/ ✅ Complete (migrated from C5) Done
tools-techniques/ ✅ Complete (migrated from C6) Done
inputs-outputs/ ✅ Complete (migrated from C7) Done
appendices/ ✅ Complete (Appendices X2–X5) Done
GLOSSARY.md ✅ Complete (full reference glossary) Done
companion-references/ ✅ Complete Done
tailoring/ ✅ Complete Done
pmo/ ✅ Complete Done

4. Phase Roadmap

Phase Name Entry Condition Status
Phase 0 Full Structural Cleanup (22 ops) None ✅ COMPLETE
Phase 1 Documentation (docs/) Phase 0 ✅ COMPLETE (2026-05-31)
Phase 2 (B1+B2+B3) Artifacts Phase 0 ✅ COMPLETE (2026-05-31)
Phase 3 Full Skill Content (47 files, Packs 01–07) Phase 0 + Phase 2 ✅ COMPLETE
Phase 3-EXT PMO + PPM Skill Packs (Packs 08–09, 14 files) Phase 3 ✅ COMPLETE
Phase 4 (C4–C9) Reference Layer remainder Phase 0 ✅ COMPLETE
Phase 4-C10 Companion References Layer (23 files) Phase 4 ✅ COMPLETE
Phase 4-C11 Tailoring Guidance Layer Phase 4 ✅ COMPLETE
Phase 4-C12 PMO Reference Layer Phase 3-EXT ✅ COMPLETE
Phase 4-NEW docs/ai-agents/source-usage-guide.md + skill-reference-map Phase 0 ✅ COMPLETE
Phase 6 Test Suite (55 files, 430 test cases) Phase 3 + Phase 5 ✅ COMPLETE
Phase 7 Quality Audit After each phase ✅ COMPLETE (Continuous)
Phase 8 Next Steps & Compliance Integration Phase 7 ✅ COMPLETE (User guide & test plan built)

5. Detailed Task Lists

PHASE 0 — Full Structural Cleanup (22 operations)

0A — C4-Process-Records/ Root Dir (30 files)

Task ID Task Detail Priority Status
P0-A Verify C4-Process-Records/ root is full duplicate Cross-check PR11–PR40 SHAs against reference/processes/ 🔴 ✅ Complete
P0-B Delete C4-Process-Records/ root dir (all 30 files) PR11–PR40 deleted in 30 commits (S-015) 🔴 ✅ Complete

0B — C5-KA-Crossref/ Migration

Task ID Task Detail Priority Status
P0-C Create reference/knowledge-areas/ subdir + migrate KA-Crossref-Index.md New canonical location; content from C5-KA-Crossref/KA-Crossref-Index.md (15KB) 🔴 ✅ Complete
P0-D Delete source file C5-KA-Crossref/KA-Crossref-Index.md After migration confirmed 🔴 ✅ Complete
P0-E Delete C5-KA-Crossref/ root dir After migration confirmed 🔴 ✅ Complete
P0-F Delete reference/C5-KA-Crossref/ legacy subdir Empty legacy subdir 🔴 ✅ Complete

0C — C6-TT-Taxonomy/ Migration

Task ID Task Detail Priority Status
P0-G Create reference/tools-techniques/ subdir + migrate TT-Taxonomy-Index.md New canonical location 🔴 ✅ Complete
P0-H Delete source file C6-TT-Taxonomy/TT-Taxonomy-Index.md After migration confirmed 🔴 ✅ Complete
P0-I Delete C6-TT-Taxonomy/ root dir After migration confirmed 🔴 ✅ Complete
P0-J Delete reference/C6-TT-Taxonomy/ legacy subdir Empty legacy subdir 🔴 ✅ Complete

0D — C7-IO-Registry/ Migration

Task ID Task Detail Priority Status
P0-K Create reference/inputs-outputs/ subdir + migrate IO-Registry-Index.md New canonical location 🔴 ✅ Complete
P0-L Delete source file C7-IO-Registry/IO-Registry-Index.md After migration confirmed 🔴 ✅ Complete
P0-M-del Delete C7-IO-Registry/ root dir After migration confirmed 🔴 ✅ Complete
P0-N-del Delete reference/C7-IO-Registry/ legacy subdir Empty legacy subdir 🔴 ✅ Complete

0E — reference/ Remaining Legacy Cleanup

Task ID Task Detail Priority Status
P0-O Delete reference/C4-Process-Records/ Legacy path — migration to reference/processes/ confirmed 🔴 ✅ Complete
P0-P Update reference/README.md Mark C1–C4 complete; add knowledge-areas/, tools-techniques/, inputs-outputs/, companion-references/, tailoring/, pmo/ to planned structure 🔴 ✅ Complete

0F — repo/ Legacy Dir Audit + Disposition

Task ID Task Detail Priority Status
P0-Q1 Archive Artifacts-V-1.0.5-export-4.md Move to docs/legacy/Artifacts-V-1.0.5-export-4.md 🟡 ✅ Complete
P0-Q2 Promote Skill-PMBOK8anchor-Corepurpose-Primaryartifacts-Ma.csv Move to meta/Skill-PMBOK8anchor-Corepurpose-Primaryartifacts-Ma.csv 🔴 ✅ Complete
P0-Q3 Move risk-domain-package-index.md Move to docs/legacy/risk-domain-package-index.md 🟡 ✅ Complete
P0-Q4 Move risk-domain-readme.md Move to docs/legacy/risk-domain-readme.md 🟡 ✅ Complete
P0-Q5 Move risk-skills-manifest.json + .yaml Move to docs/legacy/ 🟡 ✅ Complete
P0-Q6 Move risk-skills-taxonomy-map.md Move to docs/legacy/risk-skills-taxonomy-map.md 🟡 ✅ Complete
P0-Q7 Delete empty repo/ dir After all files migrated 🟡 ✅ Complete

0G — artifacts/ Undocumented Dirs Audit (11 dirs)

Task ID Subdir Action Required Priority Status
P0-R1 artifacts/closure/ Keep as canonical dir 🔴 ✅ Complete
P0-R2 artifacts/communications/ Consolidated into stakeholders-communications/ 🔴 ✅ Complete
P0-R3 artifacts/extended-procurement/ Consolidated into procurement/ 🔴 ✅ Complete
P0-R4 artifacts/extended-resources/ Consolidated into resources/ 🔴 ✅ Complete
P0-R5 artifacts/governance/ Keep as canonical dir 🔴 ✅ Complete
P0-R6 artifacts/initiating/ Keep as canonical dir 🔴 ✅ Complete
P0-R7 artifacts/knowledge/ Keep as canonical dir 🔴 ✅ Complete
P0-R8 artifacts/pmo/ Keep as canonical dir 🔴 ✅ Complete
P0-R9 artifacts/portfolio/ Keep as canonical dir 🔴 ✅ Complete
P0-R10 artifacts/quality/ Keep as canonical dir 🔴 ✅ Complete
P0-R11 artifacts/stakeholders-communications/ Keep as canonical dir 🔴 ✅ Complete
P0-R12 artifacts/team-resources/ Consolidated into resources/ 🔴 ✅ Complete

0H — Documentation Updates

Task ID Task Detail Priority Status
P0-M Update root README.md Replace legacy path refs; document 12 canonical subdirs 🔴 CRITICAL ✅ Complete
P0-S Update SKILL-REGISTRY.md Verify no legacy refs (no legacy refs exist) 🔴 ✅ Complete

PHASE 3 — Full Skill Content (47 files, Packs 01–07)

Task ID Pack Files Priority
P3-01–03 Pack 01 SKL-01-01, SKL-01-02, SKL-01-03 🔴
P3-04–05 Pack 02 SKL-02-01, SKL-02-02 🔴
P3-06–22 Pack 03 SKL-03-01 → SKL-03-17 (17 files) 🔴
P3-23–31 Pack 04 SKL-04-01 → SKL-04-09 (9 files) 🟡
P3-32–40 Pack 05 SKL-05-01 → SKL-05-09 (9 files) 🟡
P3-41–43 Pack 06 SKL-06-01 → SKL-06-03 (3 files) 🟡
P3-44–47 Pack 07 SKL-07-01 → SKL-07-04 (4 files) 🟡

PHASE 3-EXT — PMO + PPM Skill Packs (14 files) — NEW (GAP-01, GAP-02, GAP-11, GAP-12)

Authority: PMO Practice Guide (Space file) · PMBOK 8 Standard §2 · PMBOK 8 Guide §2.5 This pack group closes the critical gap where the skills repo has zero coverage of PMO operations and portfolio/program management — the primary use cases for PMO directors.

Pack 08 — PMO Setup and Operations

Task ID Skill ID Skill Name PMI Source
P-PMO-01 SKL-08-01 Establish PMO Charter and Mandate PMO Practice Guide §3 · PMBOK 8 Standard §2
P-PMO-02 SKL-08-02 Define PMO Type and Service Model PMO Practice Guide §3 (20+ PMO types)
P-PMO-03 SKL-08-03 Design PMO Service Portfolio (26 services) PMO Practice Guide §5 · Appendix X3
P-PMO-04 SKL-08-04 Build PMO Governance Framework PMO Practice Guide §4 · PMBOK 8 Guide (Governance PD)
P-PMO-05 SKL-08-05 Conduct PMO Maturity Assessment PMO Practice Guide Appendix X3 (26-service model)
P-PMO-06 SKL-08-06 Manage PMO Stakeholder Expectations PMO Practice Guide §8 (30 core competencies)
P-PMO-07 SKL-08-07 Establish PMO Knowledge Management PMO Practice Guide Service 8 (Knowledge Management)
P-PMO-08 SKL-08-08 Conduct PMO Performance Review and Improvement PMO Practice Guide §6 + Appendix X3

Pack 09 — Portfolio and Program Management

Task ID Skill ID Skill Name PMI Source
P-PPM-01 SKL-09-01 Develop Portfolio Register PMBOK 8 Standard §2 · PMBOK 8 Guide Governance PD
P-PPM-02 SKL-09-02 Conduct Portfolio Prioritization PMBOK 8 Standard §2 · PMO Practice Guide Service 6
P-PPM-03 SKL-09-03 Manage Portfolio Strategic Alignment PMBOK 8 Standard §2 · PMO Practice Guide Service 7
P-PPM-04 SKL-09-04 Establish Program Charter and Benefits Register PMBOK 8 Standard §2.3
P-PPM-05 SKL-09-05 Manage Program Benefits Realization PMBOK 8 Standard §2.3
P-PPM-06 SKL-09-06 Conduct Portfolio and Program Performance Review PMBOK 8 Guide Governance PD · PMO Practice Guide Service 19

PHASE 4 — Reference Layer Remainder

Task ID Task Files Priority
P4-C4-01–11 Rebuild PR01–PR10 + PR41 11 files in reference/processes/ 🔴
P4-C5 Upgrade KA-Crossref-Index (migrated from C5) Enhance migrated file in reference/knowledge-areas/ 🟡
P4-C6 Upgrade TT-Taxonomy (migrated from C6) Enhance migrated file in reference/tools-techniques/ 🟡
P4-C7 Upgrade IO-Registry (migrated from C7) Enhance migrated file in reference/inputs-outputs/ 🟡
P4-C8-01 Build Appendix X2 — PMO reference/appendices/X2-pmo.md 🟡
P4-C8-02 Build Appendix X3 — AI reference/appendices/X3-ai.md 🟡
P4-C8-03 Build Appendix X4 — Procurement reference/appendices/X4-procurement.md 🟡
P4-C8-04 Build Appendix X5 — PMBOK Evolution reference/appendices/X5-evolution.md 🟡
P4-C9 Build Reference GLOSSARY reference/GLOSSARY.md 🟡

Phase 4-C10 — Companion References Layer (GAP-03) — NEW

Purpose: Make the 23 books in pmi_reference_list.md navigable and usable within the skills repo. One reference summary file per book. Authority: pmi_reference_list.md · Space instructions (treat 23 books as secondary authority)

Task ID File Description Priority
P4-C10-00 reference/companion-references/index.md Master index of all 23 companion references with short-code, relevance to PMBOK 8 sections, and which skills/artifacts cite each 🔴
P4-C10-01 reference/companion-references/PMO-Practice-Guide.md Summary: PMO types (20+), 26 PMO services, 30 competencies, maturity model (Appendix X3) 🔴
P4-C10-02 reference/companion-references/Project-Managers-Book-of-Forms.md Summary: 40+ forms mapped to A01–A41 artifact IDs (closes GAP-15) 🔴
P4-C10-03 reference/companion-references/WBS-Practice-Standard.md WBS structure, dictionary requirements, cross-ref to SKL-03-xx scope skills 🟡
P4-C10-04 reference/companion-references/Risk-Practice-Standard.md Risk management process cross-ref to Pack 05 skills 🟡
P4-C10-05 reference/companion-references/Scheduling-Practice-Standard.md Schedule model cross-ref to Pack 03 planning skills 🟡
P4-C10-06 to P4-C10-23 One file per remaining 18 companion references See pmi_reference_list.md for full list 🟡

Phase 4-C11 — Tailoring Guidance Layer (GAP-04) — NEW

Authority: PMBOK 8 Guide — Tailoring section · PMBOK 8 Standard §3 (Tailoring) PMBOK 8 Guide includes tailoring considerations for each performance domain. This layer makes those accessible as discrete reference files.

Task ID File Description Priority
P4-C11-00 reference/tailoring/index.md Tailoring overview: what tailoring is, how to apply it, T1–T4 routing connection 🔴
P4-C11-01 reference/tailoring/tailoring-governance.md Governance PD tailoring considerations 🟡
P4-C11-02 reference/tailoring/tailoring-scope.md Scope PD tailoring considerations 🟡
P4-C11-03 reference/tailoring/tailoring-schedule.md Schedule PD tailoring considerations 🟡
P4-C11-04 reference/tailoring/tailoring-finance.md Finance PD tailoring considerations 🟡
P4-C11-05 reference/tailoring/tailoring-stakeholders.md Stakeholders PD tailoring considerations 🟡
P4-C11-06 reference/tailoring/tailoring-resources.md Resources PD tailoring considerations 🟡
P4-C11-07 reference/tailoring/tailoring-risk.md Risk PD tailoring considerations 🟡
P4-C11-08 reference/tailoring/tailoring-approaches.md Predictive vs adaptive vs hybrid tailoring decision guide 🔴

Phase 4-C12 — PMO Reference Layer (GAP-13) — NEW

Authority: PMO Practice Guide (Space file) · PMBOK 8 Guide Appendix X2

Task ID File Description Priority
P4-C12-00 reference/pmo/index.md PMO reference layer index 🔴
P4-C12-01 reference/pmo/pmo-types.md 20+ PMO types defined with scope, authority, and use cases 🔴
P4-C12-02 reference/pmo/pmo-services.md 26 PMO services with 5-level maturity per service 🔴
P4-C12-03 reference/pmo/pmo-competencies.md 30 core PMO competencies × 3 domains (Design/Operation/Improvement) 🟡
P4-C12-04 reference/pmo/pmo-outcomes.md 30 PMO customer outcomes with diagnostic questions 🟡
P4-C12-05 reference/pmo/pmo-maturity-model.md PMO Service Maturity levels 1–5 (Appendix X3 content) 🟡

Phase 4-NEW — docs/ Additions (GAP-06, GAP-07)

Task ID File Description Priority
P4-NEW-01 docs/ai-agents/source-usage-guide.md How to use the 23 companion reference books: short-codes, authority hierarchy, how to cite in skills/artifacts, which books apply to which phases 🔴
P4-NEW-02 docs/skill-reference-map.csv Promoted from repo/ — Skills × PMBOK8 anchor × companion reference mapping 🔴
P4-NEW-03 docs/human-practitioners/audience-guide.md Usage paths per audience: PMO Director, Project Manager, AI Agent, Book Author (GAP-10) 🟡
P4-NEW-04 docs/general/sustainability-guide.md Sustainability and ESG application guide within PMBOK 8 context — links to Pack 03 skills and principles 🟡

PHASE 3-EXT-B — Sustainability / ESG Skills and Artifacts (GAP-05) — NEW

Authority: PMBOK 8 Standard — Principle 6: Integrate Sustainability Within All Project Areas (§4.6) Sustainability is one of the 6 PMBOK 8 Standard principles. No skills or artifacts in the repo currently address ESG goals, environmental impact, or social responsibility in project delivery.

Task ID Type ID Name Source
P-SUST-01 Skill SKL-03-NEW Integrate Sustainability Into Project Planning PMBOK 8 Standard §4.6
P-SUST-02 Artifact A-NEW-SUST Sustainability Register PMBOK 8 Standard §4.6 · PMBOK 8 Guide §2.5.2
P-SUST-03 Reference reference/principles/P06-sustainability.md Sustainability principle file (check if exists; update if partial) PMBOK 8 Standard §4.6

PHASE 5 — Shared Components + Validators (25 files)

Priority 1 — Routing

Task ID File Purpose
S5-R-00 shared/routing/index.md Routing logic catalog
S5-R-01 shared/routing/threshold-router.md T1–T4 decision routing logic
S5-R-02 shared/routing/escalation-paths.md Escalation path definitions

Priority 2 — Validators

Task ID File Purpose
S5-V-00 shared/validators/index.md Validator catalog
S5-V-01 shared/validators/waste-test.md Waste detection routine
S5-V-02 shared/validators/artifact-quality-check.md Artifact completeness validator
S5-V-03 shared/validators/baseline-integrity-check.md Cross-baseline consistency checker

Priority 3 — Checklists

Task ID Files Purpose
S5-CL-00 to S5-CL-11 12 files in shared/checklists/ Pack readiness (7) + domain (4) + index (1)

Priority 4 — Components

Task ID Files Purpose
S5-C-00 to S5-C-06 7 files in shared/components/ Field blocks (3) + section patterns (3) + index (1)

PHASE 6 — Test Suite (55 files, 430 test cases)

Priority Files Detail
1 Pack 01–02 skill tests (5 files, 45 cases) Foundation
2 tests/skill-tests/index.md + IT-01, IT-02 Catalog + first 2 integration tests
3 Pack 03 skill tests (17 files, 153 cases) Largest pack
4 IT-03 integration test Planning → execution gate
5 Pack 04–05 skill tests (18 files, 162 cases) Core execution
6 IT-04, IT-05, IT-06 Flow integration
7 Pack 06–07 skill tests (7 files, 63 cases) + IT-07 + integration index Closing + full lifecycle
8 — NEW Pack 08–09 skill tests (14 files, ~126 cases) PMO + PPM skill tests

PHASE 8 — Next Steps & Compliance Integration (Approved Plan)

This phase formalizes the future continuous quality assurance epochs and implements robust practitioner onboarding manuals and testing plans.

Task ID Task / Deliverable Target File Status
P8-A Define L2/L3 Quality Gates QUALITY-STANDARDS.md ✅ Complete
P8-B Create User-Friendly Guide docs/user-friendly-guide.md ✅ Complete
P8-C Create Compliance Test Plan tests/pmbok8-compliance-test-plan.md ✅ Complete
P8-D Save Implementation Plan to Master MASTER-PLAN.md (Section 11) ✅ Complete

6. Dependency Map

Phase 0 (22 ops: cleanup + artifacts audit + repo/ cleanup + README updates)
    │
    ├──► Phase 3 (skills: 47 files, Packs 01–07) ──┬──► Phase 5 (shared: 25 files)
    │         │                                    └──► Phase 6 (tests: 55+ files) ◄── Phase 5
    │         └──► Phase 3-EXT (PMO+PPM: 14 skills, Packs 08–09)
    │                   │                          └──► Phase 6 (Pack 08–09 tests)
    │                   └──► Phase 4-C12 (PMO reference layer)
    │
    ├──► Phase 4 (reference: C4–C9 + KA/TT/IO upgrades)
    │         ├──► Phase 4-C10 (companion references: 23 files)
    │         └──► Phase 4-C11 (tailoring: 9 files)
    │
    └──► Phase 4-NEW (source-usage-guide + skill-reference-map)

Phase 7 (quality audit) ── continuous ── runs after EVERY phase
    │
    └──► Phase 8 (Continuous QA & Next Steps Integration) ◄── Phase 7 Complete

7. Execution Scorecard

Phase Deliverable Target Done Status
A Skill scaffolding v1.1.0 47 47 ✅
B1 Artifact definitions 39 39 ✅
B2 Artifact templates 38 38 ✅
B3 Artifact examples 10 10 ✅
Phase 1 docs/ files 9 9 ✅
C1 Principles 13 13 ✅
C2 Performance Domains 9 9 ✅
C3 Focus Areas 5 5 ✅
C4 Process records PR11–PR40 + index 32 32 ✅
Phase 0 Cleanup: 22 ops total 22 ops 22 ops ✅ COMPLETE
C4 PR01–PR10 + PR41 rebuild 11 11 ✅
C5/C6/C7 Upgrade migrated KA/TT/IO files 3 3 ✅
C8 Appendices X2–X5 4 4 ✅
C9 Reference GLOSSARY 1 1 ✅
C10 Companion references layer (23 files) 23 23 ✅
C11 Tailoring guidance layer (9 files) 9 9 ✅
C12 PMO reference layer (6 files) 6 6 ✅
Phase 3 Full skill content files (Packs 01–07) 47 47 ✅
Phase 3-EXT PMO + PPM skills (Packs 08–09) 14 14 ✅
Phase 3-EXT-B Sustainability skill + artifact 2 2 ✅
Phase 4-NEW source-usage-guide + skill-reference-map + audience-guide + sustainability-guide 4 4 ✅
Phase 5 Shared files 25 25 ✅
Phase 6 Test files (incl. Pack 08–09 tests) 69 69 ✅
Phase 8 Next Steps & Quality Test Plan 2 2 ✅
TOTAL All files 427 427 100% complete

8. Session Log

Session Date Phase Work Completed Version
S-001 2026-05-29 A Skill scaffolding 47 stubs v1.0.0
S-002 2026-05-30 A QA all 47 skills to v1.1.0 v2.2.0
S-003 2026-05-30 B1 39 artifact definitions v2.3.0
S-004 2026-05-31 B2+B3 38 templates + 10 examples v2.7.0
S-005 2026-05-31 Phase 1 9 docs files v2.6.0
S-006 2026-05-31 C1–C3 13 principles + 9 domains + 5 focus areas v2.10.0
S-007 2026-05-31 C4 PR11–PR40 migration to reference/processes/ v2.12.0
S-008 2026-06-01 C4 PR35–PR40 + index.md complete; structural audit done v4.0.0
S-009 2026-06-01 Governance COMPLETION-PLAN-V4.md created; MASTER-PLAN renamed v4.0.1
S-010 2026-06-01 Governance README audit — tests/ + shared/ tasks added v4.1.0
S-011 2026-06-01 Governance Full directory audit — all dirs crawled; 22 Phase 0 ops; artifacts/ 11 undocumented dirs; repo/ 7 legacy files identified v4.2.0
S-012 2026-06-01 Governance Comprehensive gap audit vs PMBOK 8 + 23 companion refs. 15 gaps identified. Added: Pack 08–09 skills (14 files), C10–C12 reference layers (38 files), sustainability tasks, docs additions. Total target: ~420 files. v4.3.0
S-013 2026-06-01 Governance Quality enforcement integrated. QUALITY-STANDARDS.md confirmed as single authority. §2 updated. §9 rules 13–20 added. MASTER-PLAN.md YAML front-matter added. v4.4.0. v4.4.0
S-014 2026-06-01 Governance QUALITY-STANDARDS.md completed to v2.0.0 (§6–§10). MASTER-PLAN.md §2 version reference updated to v2.0.0. Bumped to v4.4.1. v4.4.1
S-015 2026-06-01 Phase 0 P0-A complete (SHA verification). P0-B complete: all 30 C4-Process-Records/ root files deleted (PR11–PR40) in 30 sequential commits. P0-C started: C5 content read; MASTER-PLAN updated to v4.5.0; KA-Crossref-Index.md migrated to reference/knowledge-areas/. v4.5.0
S-016 2026-06-01 Phase 0 Finalized Phase 0 Structural Cleanup: archived legacy drafts & old artifacts monolith to docs/legacy/, deleted empty repo/ and duplicate shared/QUALITY-STANDARDS.md, updated READMEs and active roadmaps. 100% complete. v4.6.0
S-017 2026-06-02 Phase 6 & 7 Implemented 48 individual skill deterministic test suites (9 cases each) and 7 lifecycle integration flow tests with Mermaid charts. Renamed legacy mixed-case files (A14, A15, A16) to lowercase kebab-case, updated references, and successfully resolved all NC-001 through NC-006 entries. v4.7.0
S-018 2026-06-02 Phase 8 Created docs/user-friendly-guide.md (practitioner manual with Mermaid charts) and tests/pmbok8-compliance-test-plan.md (3-tier QA compliance strategy). Updated roadmap next steps, scorecards, and historical version charts. v4.8.0

9. AI Agent Operating Rules

See COMPLETION-PLAN-V4.md §8 for the foundational rules. The rules below extend and enforce quality standards at the file level.

Foundational Rules (from COMPLETION-PLAN-V4.md §8)

  1. Never modify an artifact definition without bumping version.
  2. Never create a skill that references an artifact that does not exist.
  3. Always check this file (MASTER-PLAN.md) before starting a session.
  4. Always commit file-by-file with conformant messages.
  5. Never cite PMBOK 8 without a section number.
  6. Update this file and CHANGELOG.md at the end of every session.
  7. When building shared/ files, follow the exact structure in shared/README.md.
  8. When building tests/ files, follow the exact structure and 9-test-case schema in tests/README.md.
  9. Never delete a directory with live content without first verifying migration is complete.
  10. Never consolidate two artifacts/ subdirs without first auditing both for content conflicts.
  11. PMO skills (Pack 08) must cite PMO Practice Guide by chapter and service number.
  12. Every companion reference file in reference/companion-references/ must include the short-code from pmi_reference_list.md.

Quality Enforcement Rules (from QUALITY-STANDARDS.md v2.0.0 — enforced v4.4.0)

  1. Before creating any file, look up its file type code in QUALITY-STANDARDS.md §1. Apply the correct YAML schema (§2), section structure (§3), and naming pattern (§4) for that type. Do not proceed without confirming all three.
  2. Every skill file (SKL) must pass the 12-point skill gate in QUALITY-STANDARDS.md §7.2 and the 15-point universal gate in §7.1 before commit. A file that fails any L1 check must not be committed.
  3. Every artifact definition (ART-DEF) must pass the artifact quality gate in QUALITY-STANDARDS.md §7.3 before commit. The waste test (5 binary questions) must return all YES.
  4. Every artifact template (ART-TPL) must contain no pre-filled [FIELD: ...] placeholders. Pre-filling a template placeholder is an L1 critical failure that blocks commit.
  5. Every artifact example (ART-EX) must use the Meridian CRM System Upgrade scenario exclusively. Any other scenario name is an L2 non-conformance (NC entry required in CHANGELOG).
  6. Every reference file (REF) must include pmbok8_source: in YAML with a specific section number (e.g., §2.3.4), not just a chapter name. Vague citations are an L2 non-conformance.
  7. Any file placed in a directory not listed in QUALITY-STANDARDS.md §5.1 is a structural violation (L1 or L2). If a new directory is needed, follow the governance protocol in QUALITY-STANDARDS.md §5.4 before creating it.
  8. Run the AI Agent Pre-Commit Checklist (QUALITY-STANDARDS.md §9) on every file before committing it. Phase 7 is not a final step — it runs after every individual file.

10. Version History

Version Date Changes
1.0.0 2026-05-29 Initial plan
2.0.0 2026-05-30 Full rebuild
2.2.0–2.12.0 2026-05-30–31 Phase A–C4 progress
4.0.0 2026-06-01 Full rebuild · Structural audit · Phase 0 added
4.0.1 2026-06-01 Renamed MASTER-PLAN-V2.md → MASTER-PLAN.md
4.1.0 2026-06-01 README audit · tests/ + shared/ tasks (56 + 26 files) added
4.2.0 2026-06-01 Full directory crawl audit · artifacts/ 17 subdirs found (11 undocumented) · repo/ 7 legacy files identified · C5/C6/C7 confirmed as live content to migrate · Phase 0 expanded to 22 ops · 2 new AI agent rules
4.3.0 2026-06-01 Comprehensive gap audit vs PMBOK 8 + 23 companion refs · 15 gaps logged in §1.6 · Pack 08 (PMO, 8 skills) + Pack 09 (PPM, 6 skills) added · Phase 4-C10 companion references (23 files) + C11 tailoring (9 files) + C12 PMO reference (6 files) added · Phase 4-NEW docs additions (4 files) · Sustainability skill + artifact added · Book of Forms→artifacts crosswalk task added · Total target raised to ~420 files · 2 new AI agent rules
4.4.0 2026-06-01 Quality enforcement integrated · QUALITY-STANDARDS.md (v1.1.0) declared single authority for all quality, naming, structure, YAML schemas · §2 updated to remove inline quality notes and point to QUALITY-STANDARDS.md · §9 rules 13–20 added for file-level quality enforcement · YAML front-matter (GOV schema) added to this file · QUALITY-STANDARDS.md added to §1.1 root file inventory
4.4.1 2026-06-01 QUALITY-STANDARDS.md version reference updated to v2.0.0 in §2 (§6–§10 now complete). §2.1 Document Roles description expanded to include source traceability and pre-commit checklist. Rule 14 and 20 in §9 updated to reference correct gate section numbers (§7.2, §7.3, §9). Session S-014 logged. S-015 placeholder added.
4.5.0 2026-06-01 Phase 0 Group 0A complete: P0-A (SHA verification) and P0-B (delete 30 C4-Process-Records/ root files, PR11–PR40, 30 commits) done. §5 Phase 0 task table updated with Status column. §1.2 C4 row updated to ✅ CLEARED. §3.2 knowledge-areas/ row updated to 🔄. §4 Phase 0 row updated to IN PROGRESS. §7 scorecard Phase 0 row updated. S-015 logged. S-016 placeholder added.
4.7.0 2026-06-02 Phase 6 Test Suites and Phase 7 Quality Audit Complete: 48 skill test suites, 7 cross-skill integration flow tests, and catalogs fully implemented. Resolved all legacy mixed-case file non-conformances (NC-001 through NC-006) by renaming files to lowercase kebab-case and updating all links.
4.8.0 2026-06-02 Phase 8 Next Steps & Compliance Integration: created comprehensive docs/user-friendly-guide.md and tests/pmbok8-compliance-test-plan.md. Formally mapped Phase 8 roadmap additions (AST automations, static sites, pilot scopes) and updated scorecards.

11. Approved Phase 8 Implementation Plan

This section preserves the technical specifications and targets approved for the implementation of Phase 8.

11.1 Key Targets & Scope

  • Phase 8-A: Advanced Automated Quality Gates (L2 & L3)
    • Integrate AST parsers for programmatic validation of repository rules.
    • Implement JSON-schema validators for automated configuration verification.
    • Setup pre-commit Git hooks enforcing structure gates.
  • Phase 8-B: Interactive GUI Dashboard
    • Scaffold static website models (Vite/React) enabling interactive skill/artifact graph navigation.
    • Map dynamic process linkages in a user-friendly browser canvas.
  • Phase 8-C: Real-world Pilot Implementations
    • Scenario coverage for Space Tech (satellite deployment), Energy (grid transitions), and Healthcare (system integrations).
    • Draft authentic project logs verifying waterfall/agile/hybrid standard templates.

11.2 3-Tier Testing Gates

  1. L1 (Structural): YAML schemas, kebab-case file paths, and relative markdown link validations.
  2. L2 (Content & Citation): Core citation verification mapping to PMBOK 8th Edition performance domains.
  3. L3 (Integration & Flow): End-to-end process transitions ensuring zero broken handoffs between phases.

Authority: PMBOK8 Guide Primary · PMI Companion References Secondary
Repository: https://github.com/fakhruldeen/PMOSkills
Maintainer: @fakhruldeen
Last Updated: 2026-06-02 · Version 4.8.0