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cbrock84/投资组合治理

管理工作组合——需求接收、优先级排序、阶段门控、资源争用和及时终止项目。使用此技能来设置需求接收和优先级排序、执行阶段门控、在竞争方案之间决策、解决跨项目的资源冲突,或分析为何所有事都在进行而无一完成。

投资组合治理 是什么?

此技能为AI Agent提供了一套完整的工作组合(Portfolio)治理框架,帮助组织在有限资源下做出更明智的决策。它强调,真正的问题不是“哪些项目好”,而是“组织实际上能完成哪些项目”。该技能支持在Claude Code、Cursor、Codex等开发者工具中使用,适用于需求接收、优先级排序、阶段门控、资源争用解决以及项目终止等场景。核心原则包括:将需求接收作为真正的门控(要求每个提案提供成果、证据、规模、责任人及替代放弃项)、基于实际交付能力而非价值排序、设置能说“不”的阶段性门控、将终止项目视为正常且非惩罚性的结果,以及通过集中治理而非项目间谈判来解决资源争用。该技能特别警告了常见的陷阱,如未指明替代放弃项就批准工作、基于真实能力划线前设定优先级顺序、运行无法终止任何事的门控、以及让项目半死不活而非果断终止。

兼容平台~Claude Code~Codex CLI~Cursor
npx skills add https://github.com/cbrock84/headcount/tree/main/plugins/pmo/skills/portfolio-governance

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文档

投资组合治理 是做什么的?

投资组合的问题不在于哪些项目是好的。大多数提议的工作在孤立来看都有其合理性。 真正的问题是,组织实际上能完成哪些项目,因为完成才能产生价值,而启动则不产生任何价值。

需求接收作为真正的门控

如果没有单一入口,工作就会通过人际关系和数量进入,投资组合最终变成谁问得最持久的总和。

无论谁在提问,都需要每个提案提供相同的最低要求:所追求的结果、它为何重要的证据、大致的规模、负责任的负责人,以及如果它被批准后什么不会发生。最后一点才是诚实之处——能力是固定的,所以批准任何事就意味着拒绝了其他事,无论是否明确声明。

基于能力而非价值进行优先级排序

按价值排序会产生一个列表,其中所有高于线的内容都被批准,而那条线是虚构的。只有当线划在实际测量的交付能力上时,优先级排序才有意义——请参见 operations:capacity-and-demand-planning 了解吞吐量方面。

限制在制品数量。 一个同时运行二十个计划(只有八个的能力)的组织,并不是缓慢地交付二十个;而是大约交付八个,但时间推迟很多,并且还要承担所有二十个计划带来的上下文切换开销。少做些、完成它们,在墙钟时间上反而更快——这违反直觉,也正是为什么这种纪律需要治理而非良好的意愿。

能说“不”的阶段门控

一个唯一结果是批准的门控只是一个状态会议。每个门控必须能够停止、暂停或重新导向,并且需要一位具有相应权限的指定决策者。

门控的评估应基于自上次门控以来的学习成果,而非基于是否产生了文档。有用的问题是:在了解更多信息后,这个项目是否仍然成立?答案常常是否定的——而这正是门控旨在揭示的信息。

停止项目是最困难也最有价值的行为

组织启动项目做得很好,但停止项目做得非常糟糕。沉没成本、赞助商的声望以及承认错误的尴尬,让已经死亡的项目继续消耗整个投资组合所需的能力。

使停止项目成为一种正常、非惩罚性的结果。如果停止被视为失败,项目就永远不会被停止——它们会被悄悄地“饿死”,而这种方式和直接停止一样消耗成本,却没有释放任何能力,也没有任何明确的决策。

资源争用

跨项目的资源争用在这里(投资组合层面)解决,而不是由项目间自行协商。如果放任协商,结果反映的是赞助商的高级别,而非对组织的价值。

注意观察那些在多个项目关键路径上同时出现的稀缺专家——这是最常见的导致投资组合范围延迟的隐形原因。

绝不

  • 在未指明替代放弃项之前批准工作。
  • 在未基于实际能力划线之前设定优先级顺序。
  • 运行无法终止任何事的门控。
  • 让项目半死不活,而不是直接停止它。

Individual skills in this repo

This repo contains 11 individual skills — each has its own dedicated page.

cbrock84/interface-craft

Raises the visual and interaction quality of an interface — layout, hierarchy, type, spacing, density, and the details that separate a considered product from a generic one. Use this when a screen works but looks unfinished or default, when a layout feels crowded or arbitrary, when a page has no clear focal point, or when an interface needs to feel trustworthy rather than merely functional.

cbrock84/org-design

Designs how an organization is structured — reporting lines, team boundaries, spans and layers, role definition, and workforce planning against the strategy. Use this to structure a new team, restructure an existing one, resolve unclear ownership between teams, plan headcount, or diagnose why a team underperforms for structural rather than individual reasons.

cbrock84/product-launch

Takes something built and gets it into the market — tiering the launch to match what it actually warrants, sequencing internal readiness before external announcement, preparing sales and support to answer the questions it creates, choosing the date for a reason, and measuring adoption rather than announcement reach. Use this to plan a launch, right-size one that is consuming more than it deserves, work out why a released feature nobody uses was launched loudly, or run the weeks after launch day.

cbrock84/program-management

Plans and drives cross-functional programs to delivery — scope, sequencing, dependencies, status, risk, and the escalations that keep work moving. Use this to run a multi-team initiative, recover a program that is slipping, build a delivery plan with dependencies, structure status reporting, or diagnose why cross-team work keeps missing dates.

cbrock84/project-delivery

Plans and delivers a single project — scope, estimation, scheduling, critical path, tracking, and recovering when it slips. Use this to plan a project, build or challenge a schedule, estimate credibly, track progress meaningfully, or recover a project that is late.

cbrock84/retention

Diagnoses and reduces churn — cancellation flows, save offers, failed-payment recovery, at-risk detection, and the product and service causes underneath. Use this when churn is rising or unexplained, to design a cancellation or win-back flow, to recover involuntary churn, to identify at-risk accounts before they leave, or to decide whether a retention problem is a product problem.

cbrock84/sales-enablement

Builds what a sales team needs to sell — pitch decks, one-pagers, objection handling, competitive battlecards, demo scripts, and case studies. Use this to create or fix sales collateral, prepare for a competitive deal, build a demo flow, document objection responses, or diagnose why a pitch is not converting.

cbrock84/tax

Structures the tax questions a growing business faces — corporate income, sales and use, payroll, nexus, and the obligations created by hiring or selling somewhere new. Use this to work out what a new state or country obligates you to, prepare for a tax filing or audit, understand sales tax on your product, or check what a remote hire or new market triggers.

cbrock84/unit-economics

Establishes whether the business makes money on each customer or unit — contribution margin, acquisition cost, payback period, lifetime value, and the cohort behavior underneath. Use this to assess whether growth is profitable, evaluate a channel or segment, support a pricing decision, judge how fast the business can afford to grow, or diagnose why revenue growth is not producing profit.

cbrock84/video-content

Plans and scripts short-form and long-form video, and designs the packaging — titles, thumbnails, and openings — that determines whether it gets watched. Use this to script a video, plan a series, fix retention or click-through problems, design thumbnail and title concepts, or turn written content into video. For a YouTube channel specifically — idea selection, retention teardowns, and channel-level strategy — use `youtube-producer`.

cbrock84/visual-content

Designs and directs the visual assets that carry content — carousels, infographics, quote graphics, diagrams, and social imagery — including the generation prompts where they are AI-produced. Use this to turn a written piece into a visual format, design a carousel or infographic, create social graphics, or fix visuals that are not stopping the scroll.

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