penroe-ai/penroe

Creates a complete Penroe project from a statement of work, proposal, contract, kickoff notes or email thread, covering the summary and description, phases, deliverables, milestones and tasks, the project team, the client account and contacts, and proposed risks, all cited to the source and confirmed before anything is written. Use when someone wants to set up, start, kick off or create a project in Penroe from a document or description of the engagement, even if they only say "here's the SOW".

Drafts a status update for one Penroe project, or a roll-up across several, for the project team, leadership or the client. Leads with the status and why, reports progress against the plan, risks with their impact and recommendation, and specific asks with owners, then posts it to the project or saves it as a document once the person approves. Use when someone asks for a status update, status report, weekly update, client update, progress report, portfolio summary or recurring update about their Penroe projects.

Orients someone who has just connected Penroe, the operations platform for professional services firms. Shows who they are signed in as, which projects they can see, and what they can ask or do next. Use when someone first connects Penroe, asks what Penroe can do, asks how to get started, or seems unsure what to ask about their projects, tasks, risks or meetings.

Prepares a brief and agenda before a client or internal project meeting, using Penroe's read of the project, its blockers and who can clear them, upcoming and overdue work, client sentiment and its evidence, open commitments, and notes from recent meetings. Produces a private brief and, when wanted, an agenda safe to share with the client. Use when someone asks to prepare for, prep, get ready for or brief them on an upcoming meeting, call, check-in, kickoff or review about a Penroe project.

Runs a blameless retrospective for a Penroe project at closeout or the end of a phase. Builds the fact timeline from the plan against what actually happened, the risks that came true or were resolved, and how client sentiment moved, then facilitates what went well and what to change. Lessons become action items and proposed firm plays. Use when someone wants a retrospective, retro, post-mortem, lessons learned, closeout review or project debrief.

Brings a live Penroe project in line with new information such as a change order, meeting notes, a revised plan, a client email or a conversation. Proposes the exact changes to tasks, deliverables, phases, milestones, risks, contacts and the project team, cited to the source, and applies them only after confirmation. Use when someone says a project needs updating, shares news that changes the plan, scope, dates or owners, or asks to reflect a meeting or change order in Penroe.

Writes the document a Penroe task calls for, such as a kickoff agenda, change order, handoff note, client memo, plan or report, from the project's facts. Confirms the plan first, drafts with gaps shown rather than guessed, and sends the finished document back to the project with any facts the person corrected. Use when someone opens a task or project from Penroe and asks for help writing the document it needs, or asks to write, draft or prepare a document for a Penroe task or project.