Inputs and purpose
Use this workflow to prepare: Project/portfolio health report, charter and responsibility matrix.
Start with: Portfolio milestones, budgets, resources, risks and priorities.
Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.
Procedure
Establish the decision required, reporting date and list of active initiatives. Record each initiative's outcome, accountable role, budget and next milestone.
Compare current estimates with the approved baseline; distinguish actual spend, committed spend and forecast remaining cost.
Locate shared-resource conflicts and dependencies before ranking priorities. Compare continuing, sequencing, reducing or stopping work against the owner's goals.
Return a portfolio summary, exceptions and decisions with consequences. Check that proposed changes do not rely on the same limited capacity twice.
Deliverable
Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.
Business value: Match workload to people, budget and priorities.
Possible success measures: On-time milestones, utilization, budget variance. Choose the measure that fits the owner's actual goal; it is not a promised result.
Execution and verification
This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.
Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.
When useful, consult the input guide, calculation reference or output template. For tool setup, use the shared instructions.