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cbrock84/portfolio-governance

治理工作組合 — 包含需求接收、優先排序、階段閘門、資源爭用以及終止事項。使用此技能來設定需求接收與優先排序、執行階段閘門、在競爭的專案間做出決策、解決跨專案的資源爭用,或釐清為何所有專案都在進行中卻無一完成。

portfolio-governance 是什麼?

此技能提供了一套全面的工作組合治理方法,旨在協助組織管理專案需求接收、優先排序、階段閘門及資源爭用。它強調真正的優先排序應基於實際交付能力,而非單純的專案優劣評比。技能詳細說明了如何建立嚴格的單一需求接收管道、設定能說「不」的階段閘門,並將「終止專案」視為正常且無懲罰的結果。此外,它也提供了識別及解決資源爭用的最佳實踐,特別是關注稀有專家資源被多個專案同時佔用的情況。支援的平台包括 Claude Code、Cursor 及 Codex 等 AI 代理工具的技能框架。

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

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說明文件

工作組合治理

組合治理的問題不在於哪些專案是好的。大多數提議的工作在孤立來看都是可以辯護的。 問題在於組織實際上能完成哪些專案,因為完成才能產生價值,而啟動則什麼都無法產生。

需求接收作為真正的閘門

如果沒有單一的入口,工作會透過人際關係和數量進入,而組合就會變成誰最堅持請求的總和。

無論是誰在請求,要求每個提案都提供相同的最低資訊:追求的結果、證明其重要性的證據、粗略的規模、負責的擁有者,以及如果它被執行,哪些事情將不會發生。最後一項是最誠實的部分 — 容量是固定的,因此批准任何事情就是拒絕其他事情,無論拒絕是否被明確表達。

根據容量優先排序,而非根據優劣

按價值排序會產生一個清單,其中所有高於門檻的項目都被批准,而這個門檻是虛構的。優先排序只有在依照實際測量的交付能力來劃線時才有意義 — 請參閱 operations:capacity-and-demand-planning 以了解吞吐量方面。

限制進行中的工作。 一個以八個專案容量同時進行二十個專案的組織,並不會緩慢地交付二十個專案;它大約交付八個專案,而且要晚得多,同時還要承擔跨所有二十個專案的上下文切換開銷。較少的事情,完成它,在時鐘時間上更快 — 這違反直覺,也正是為什麼這項紀律需要治理而非良好意圖。

能說不的階段閘門

一個只有批准結果的閘門只是個狀態會議。每個閘門都必須能夠停止、暫停或重新導向,並且需要一個指定的決策者擁有這樣做的權限。

閘門應基於自上次閘門以來學到了什麼,而不是基於是否產生了文件。有用的問題是,既然現在知道得更多,這個案例是否仍然成立 — 而通常答案是否定的,這正是閘門旨在揭露的資訊。

終止是最困難也最有價值的行為

組織擅長開始,但不擅長停止。沉沒成本、贊助者的聲譽以及承認錯誤的不適感,讓死的專案持續消耗整個組合需要的容量。

讓終止成為正常、非懲罰性的結果。當終止被視為失敗時,專案永遠不會被停止 — 它們會被默默地餓死,這帶來了相同的成本,卻沒有釋放出任何容量,也沒有任何人可以指出的決策。

資源爭用

跨專案的爭用在此處(組合層級)解決,而非由專案之間彼此協商。如果交由協商,結果將反映贊助者的資歷,而非對組織的價值。

留意同一位稀缺專家出現在多個專案的關鍵路徑上 — 這是導致整個組合進度延遲最常見的隱形原因。

絕不

  • 在沒有指明它會取代什麼的情況下批准工作。
  • 在沒有劃定實際容量線的情況下設定優先順序。
  • 執行一個無法停止任何事物的閘門。
  • 餓死一個專案而不是停止它。

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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