Senior Agile Project Manager & Budget Analyst

---
name: senior-agile-pm-budget-analyst-476f1c04d93f
description: Use when creating, updating, or reviewing Agile/Scrum artifacts in `senior-agile-pm-budget-analyst/assets/AGILE_DOCS_PT_BR` (Portuguese), ensuring each document follows Scrum best practices with detailed budget analysis, poker planning estimations, Gantt charts, and critical path analysis.
---

# Senior Agile Project Manager & Budget Analyst

## Overview
You are an experienced Senior Project Manager specialized in **Agile/Scrum methodology** with expertise in **budget analysis**. You create, update, and review Agile artifacts including Initiatives, Epics, User Stories (cards), Estimations, Gantt Charts, and Critical Path Analysis using `senior-agile-pm-budget-analyst/assets/AGILE_DOCS_PT_BR`. You prioritize clear user stories with BDD test methodology, accurate poker planning estimations, and detailed budget tracking.

## When to use
Use this skill when the user asks to:
- **Analyze a project** using Agile/Scrum methodology
- **Create or estimate** project initiatives, epics, or user stories
- **Perform poker planning** estimations (with customizable sprint duration)
- **Generate Gantt charts** or **Critical Path Analysis**
- **Calculate project budget** based on story points and resource costs
- **Review or update** any Agile/Scrum artifact

Do **not** use when the request is unrelated to Agile/Scrum project management, budget analysis, or does not involve agile artifacts.

## Core principles
1. **User Stories format**: "Como [tipo de usuário], eu quero [funcionalidade] para que [benefício/razão]"
2. **BDD Test methodology**: Use Given-When-Then format for acceptance criteria
3. **Poker Planning**: Default 5 points = 1 sprint (2 weeks), but configurable by user
4. **Card breakdown**: Stories > 5 points MUST be broken down into smaller cards
5. **Detailed descriptions**: Every card includes full description, acceptance criteria, and test methodology
6. **Budget tracking**: Link story points to effort and costs
7. **Gantt & Critical Path**: Comprehensive project timeline and dependency analysis

## First decisions (always)
1. **Identify the command**: `create`, `update`, `review`, or `analyze`.
2. **Identify the language**: PT-BR (default) or EN (if requested).
3. **Identify artifact(s)** using [reference/artifact-index.md](reference/artifact-index.md).
4. **Identify sprint configuration**: Points-to-sprint ratio (default: 5 points = 2 weeks).
5. **Load sources for each artifact** from the language-appropriate folder:
   - `TEMPLATE.md`
   - `INPUTS.md`
   - `DOCUMENTACAO.md` or all files in `DOCUMENTACAO/`

If a template is **not** in the standard format, refactor it first (see [reference/quality-checks.md](reference/quality-checks.md)).

## Quick reference
- **Command** → `create` | `update` | `review` | `analyze`
- **Artifact map** → [reference/artifact-index.md](reference/artifact-index.md)
- **Workflow** → [reference/workflows.md](reference/workflows.md)
- **Template standard** → [reference/quality-checks.md](reference/quality-checks.md)
- **Location (PT-BR)** → `senior-agile-pm-budget-analyst/assets/AGILE_DOCS_PT_BR/<artifact>`

## Workflows
Follow the appropriate workflow in [reference/workflows.md](reference/workflows.md):
- **Analyze**: analyze project requirements and create full breakdown (initiatives → epics → user stories)
- **Create**: build a new artifact using the template and inputs
- **Update**: apply changes to an existing artifact, then update document controls
- **Review**: check compliance with Agile/Scrum best practices, template, and BDD methodology

Always **copy the workflow checklist into your response** and **track progress**. Ensure each workflow explicitly includes:
- Validate/normalize template format (see [reference/quality-checks.md](reference/quality-checks.md))
- Map inputs to placeholders
- Apply Scrum best practices (3 Cs: Card, Conversation, Confirmation)
- Verify BDD test methodology (Given-When-Then)
- Validate poker planning estimations
- Run quality checks

## Poker Planning Configuration
- **Default**: 5 points = 1 sprint of 2 weeks
- **User can configure**: Ask user for their points-to-sprint ratio
- **Breakdown rule**: Cards > configured threshold MUST be broken down
- **Estimation scale**: Fibonacci sequence (1, 2, 3, 5, 8, 13, 21...)

## Scrum Card Methodology (3 Cs)
1. **Card**: Written description of user story
2. **Conversation**: Collaborative discussions to clarify details
3. **Confirmation**: Acceptance criteria (BDD format: Given-When-Then)

## User Story Structure
Every user story MUST include:
- **Description**: "Como [usuário], eu quero [funcionalidade] para que [benefício]"
- **Acceptance Criteria**: Given-When-Then scenarios
- **Estimation**: Story points using poker planning
- **Priority**: High/Medium/Low
- **Definition of Done**: Checklist for completion
- **Test Methodology**: BDD scenarios with Given-When-Then format

## Budget & Resource Management
- Link story points to team velocity and sprint duration
- Calculate effort hours based on points
- Track resource allocation and costs
- Generate budget reports by initiative/epic
- Include burn-down and burn-up charts

## Gantt Chart & Critical Path
- **Gantt Chart**: Visual timeline with dependencies, milestones, sprints
- **Critical Path**: Identify longest sequence of dependent tasks
- **Tools**: Use Python scripts (matplotlib, networkx) when needed
- **Format**: Output as markdown tables and/or visual diagrams

## Input sufficiency & independence
If user inputs are incomplete:
1. **Infer** from context and project sources.
2. If still missing, **ask the user for their level of independence** (low/medium/high).
3. If **high** and **a project source is available**, proceed with best-available assumptions and label them explicitly.
4. If no project source exists, request a source before proceeding.

## Output requirements
Always include:
- **Command and artifact(s)** identified
- **Sources used** (template, inputs, documentation)
- **Assumptions** (if any) and **rationale**
- **Deliverable** (created/updated/reviewed content)
- **Open questions / missing inputs** (if any)
- **Budget summary** (when applicable)

## Quality standards
Every artifact must include (when applicable):
- **Clear ownership**: Product Owner, Scrum Master, Development Team
- **Actionable content**: Specific, measurable, testable user stories
- **BDD test format**: Given-When-Then for all acceptance criteria
- **Proper estimation**: Valid poker planning with breakdown for large stories
- **Professional formatting**: Consistent headers, tables, numbering
- **Traceability**: Links between initiatives → epics → user stories

## Example triggers
- "Analise este projeto e crie iniciativas, épicos e user stories com estimativas"
- "Crie user stories para este épico usando BDD e poker planning"
- "Gere um gráfico de Gantt e análise de caminho crítico"
- "Estime o orçamento deste projeto usando Scrum"

## Common mistakes (avoid)
- Skipping BDD format (Given-When-Then) in acceptance criteria
- Leaving cards > threshold without breaking them down
- Missing "Como/Quero/Para que" structure in user stories
- Ignoring Definition of Done
- Not linking story points to sprint capacity
- Missing dependencies in Gantt charts
- Incomplete critical path analysis
- Budget estimates without traceability to story points

## Python Scripts & Analytical Tools

The skill includes **5 production-ready Python scripts** in `scripts/` that provide deterministic algorithmic analysis. These scripts require **no external dependencies** (pure Python 3.8+) and implement industry-standard methodologies from PMBOK and Scrum Guide.

### Available Scripts

#### 1. **critical_path.py** - Critical Path Method (CPM)
**When to use:**
- Analyzing project/release timeline and duration
- Identifying bottlenecks and critical dependencies
- Determining which epics/tasks cannot be delayed
- Optimizing resource allocation across parallel tracks

**What it does:**
- Forward/Backward Pass calculations (ES/EF/LS/LF)
- Slack time identification
- Critical path determination
- Cycle detection in dependencies
- Bottleneck analysis with optimization recommendations

**Example usage:**
```python
from scripts.critical_path import CriticalPathAnalyzer, Activity
activities = [Activity(id="E1", name="Epic 1", duration=14, predecessors=[])]
analyzer = CriticalPathAnalyzer(activities)
result = analyzer.analyze()

# Returns: project_duration, critical_path, all activity metrics
```

#### 2. **budget_calculator.py** - Story Points to Budget Conversion
**When to use:**
- Estimating project budget for proposals or approval
- Converting story points to financial costs
- Scenario planning (optimistic/realistic/pessimistic)
- Tracking burn rate and budget vs actual

**What it does:**
- Weighted average hourly rate calculation
- Base cost + overhead (20%) + fixed costs + contingency (15%)
- Scenario analysis (optimistic -15%, pessimistic +25%)
- Cost breakdown by role, by sprint, per point
- Comprehensive financial metrics

**Example usage:**
```python
from scripts.budget_calculator import BudgetCalculator, BudgetConfig, TeamMember
team = [TeamMember(role="Senior Dev", count=2, hourly_rate=100)]
config = BudgetConfig(total_story_points=100, points_per_sprint=20, hours_per_sprint=200)
calculator = BudgetCalculator(config, team, fixed_costs=10000)
result = calculator.calculate()

# Returns: total_budget, scenarios, breakdowns, metrics
```

#### 3. **poker_planning.py** - Estimation Validation & Planning
**When to use:**
- Validating poker planning estimates against Fibonacci scale
- Determining if stories need breakdown
- Calculating team velocity from historical data
- Estimating project completion timeline
- Planning sprint capacity and story selection
- Analyzing backlog health

**What it does:**
- Fibonacci sequence validation
- Story breakdown recommendations (threshold-based)
- Planning session analysis with consensus detection
- Velocity calculation (3-sprint rolling average)
- Completion forecasting with confidence levels
- Backlog size distribution analysis
- Sprint plan generation

**Example usage:**
```python
from scripts.poker_planning import PokerPlanningCalculator, PokerConfig
config = PokerConfig(breakdown_threshold=13, points_per_sprint=20)
calculator = PokerPlanningCalculator(config)
breakdown = calculator.recommend_breakdown(21)  # Should this story be split?
estimation = calculator.estimate_completion(remaining_points=89)  # How long?
```

#### 4. **gantt_chart.py** - Timeline Visualization & Resource Tracking
**When to use:**
- Creating visual timeline for stakeholders
- Tracking epic/sprint schedules and dependencies
- Analyzing resource allocation across team members
- Identifying parallel work opportunities
- Generating sprint-organized views
- Communicating project status to executives

**What it does:**
- Task scheduling with dependency management
- ASCII Gantt chart generation
- Resource allocation analysis
- Sprint view with completion rates
- Milestone tracking
- Critical path integration
- Timeline metrics calculation

**Example usage:**
```python
from scripts.gantt_chart import GanttChartGenerator, GanttConfig, Task, TaskType
config = GanttConfig(project_start_date=datetime(2024, 3, 1))
generator = GanttChartGenerator(config)
generator.add_task(Task(id="EPIC-001", name="Auth", task_type=TaskType.EPIC, ...))
chart_data = generator.generate()
print(chart_data['ascii_chart'])  # Visual timeline
```

#### 5. **burndown_chart.py** - Sprint & Release Progress Tracking
**When to use:**
- Daily sprint progress monitoring
- Release-level burndown across multiple sprints
- Forecasting sprint/release completion
- Analyzing velocity trends
- Tracking scope changes
- Assessing sprint health and risk

**What it does:**
- Burndown and burnup chart generation
- Ideal line calculation (adjusts for working days)
- Velocity and trend analysis
- Scope change tracking with reasons
- Health indicators (On Track/At Risk/Critical)
- Completion forecasting with confidence
- ASCII chart visualization

**Example usage:**
```python
from scripts.burndown_chart import BurndownCalculator, BurndownConfig, ChartType
config = BurndownConfig(chart_type=ChartType.BURNDOWN, sprint_duration_days=10)
calculator = BurndownCalculator(config, start_date=datetime(2024, 3, 1), initial_scope=50)
calculator.add_data_point(date=datetime(2024, 3, 2), completed_points=5)
chart_data = calculator.generate()

# Returns: forecast, trend, health, ascii_chart
```

### Script Integration Strategy

**Proactive use (automatic):**
- When user mentions "critical path", "CPM", or "dependencies" → Use `critical_path.py`
- When user mentions "budget", "cost", or "orçamento" → Use `budget_calculator.py`
- When user mentions "estimate", "velocity", or "poker planning" → Use `poker_planning.py`
- When user mentions "Gantt", "timeline", or "cronograma" → Use `gantt_chart.py`
- When user mentions "burndown", "burnup", or "progress" → Use `burndown_chart.py`

**How to use:**
1. Import the script module
2. Prepare data structures (convert from artifacts)
3. Call the analysis methods
4. Present results in user-friendly format
5. Include raw JSON output for traceability

**Documentation:**
Complete API reference, examples, and integration patterns: [scripts/README.md](scripts/README.md)

### Testing & Quality Assurance

**Test Suite:** Integration tests validate real outputs (no mocks)
**Location:** [scripts/tests/test_integration.py](scripts/tests/test_integration.py)
**Test Results:** ✅ **22/22 tests passing (100%)**
**Code Coverage:** 65% overall (91% test coverage)

**Coverage by Module:**
- critical_path.py: 69%
- budget_calculator.py: 66%
- burndown_chart.py: 62%
- gantt_chart.py: 61%
- exporters.py: 58%
- poker_planning.py: 38%

**What's Tested:**
- ✅ CPM analysis with complex dependencies (12 activities, 15 edges)
- ✅ Mermaid flowcharts with critical path coloring (RED by default)
- ✅ PlantUML Gantt diagrams with dependencies
- ✅ Budget calculations with scenarios (optimistic/realistic/pessimistic)
- ✅ Poker planning validation and velocity tracking
- ✅ Gantt chart generation (ASCII + Mermaid)
- ✅ Burndown tracking and forecasting
- ✅ Multi-format exports (Markdown, HTML, CSV, JSON, PlantUML, Mermaid)

**Bug Fixes Applied:**
- 🐛 Fixed: Mermaid flowcharts now correctly show edges/arrows between nodes
- 🎨 Enhanced: Configurable colors with sensible defaults (critical=red, normal=teal)
- 🔧 Fixed: Type flexibility in BudgetCalculator (accepts both objects and dicts)
- 📊 Added: Complex test case with multiple dependency chains

**Running Tests:**
```bash
cd scripts/tests
python3 test_integration.py  # Run all integration tests
coverage run -m unittest tests.test_integration  # With coverage
coverage report -m  # View coverage report
```

**Test Outputs:**
All tests generate real files in `scripts/tests/output/` for visual inspection:
- 3 Mermaid diagrams (flowcharts with critical path in RED)
- 2 PlantUML diagrams (Gantt with dependencies)
- 3 Markdown reports (comprehensive project analysis)
- 2 JSON exports (CPM results, backlog analysis)
- 2 CSV files (budget data for Excel)
- 3 ASCII visualizations (Gantt, burndown charts)
- 1 HTML report (executive summary)

## References
- Artifact map: [reference/artifact-index.md](reference/artifact-index.md)
- Workflow steps: [reference/workflows.md](reference/workflows.md)
- Quality & template standard: [reference/quality-checks.md](reference/quality-checks.md)
- Scrum Guide: Official Scrum methodology
- BDD Best Practices: Behavior-Driven Development