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AI workflows for project and program management.

Planning and tracking projects and programs: plans, status, risks, budgets and stakeholder updates.

Who does this work

Project manager
Program manager
Project coordinator

8 workflow templates ready to adapt, and 13 workflows identified.

Updated 12 November 2026

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Examples of the workflows identified

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Review a milestone's readinessA readiness brief setting open tasks, missing inputs, blockers and resource gaps across teams against a milestone, build or opening date, with questions for each owner.Workflow template Track the client's document requestsAn updated request list marking each item received, incomplete or missing, with a follow-up draft to the client.Workflow template

Check delivered benefits against the promiseA comparison of promised and observed benefits with costs, evidence limits and open questions.Illustrative · not built yet

Set up and maintain the project benefits registerA benefits register with baseline measures, targets, measurement dates and a named owner for each benefit after delivery.Illustrative · not built yet

Project closeout and handover

Check handover readiness for the receiving teamWorkflow template Run the lessons-learned reviewWorkflow template

Assemble the closeout document set for handoverIllustrative · not built yet

Project planning and scoping

Map stakeholders and decision rightsWorkflow template Prepare the project scope baselineWorkflow template

Estimate delivery with its assumptionsIllustrative · not built yet

Review the dependencies the plan relies onIllustrative · not built yet

Project status reporting

Prepare the weekly project status briefWorkflow template

Prepare the cross-team program decision briefIllustrative · not built yet

Workflow templates

Client document request trackerWhen a client sends its first batch of records, the engagement manager gets the request list brought up to date: each item and period marked received, incomplete, mentioned only or missing, plus a short follow-up draft. The manager judges what is sufficient and approves anything sent.Workflow template Pilot build readiness briefBefore a prototype or pilot build, the build lead gets one brief: part shortages, revision conflicts and open actions set against the team’s own build checklist, with allocated parts kept apart from received ones. People confirm; nothing is released.Workflow template Project intake and capacity reviewWhen a new initiative is proposed, the portfolio owner sees it scored on the business's own criteria beside the projects already committed, the delivery days it would use month by month, and what it would crowd out or push later. The owner accepts, defers or rejects it.Workflow template Project handover readiness checkWhen a finished deliverable is ready for the team that will run it, the project manager brings one checklist against that team's own requirements: acceptance evidence, instructions, access, training, support owners and open items. The receiving owner accepts or names the conditions still to meet.Workflow template Project lessons reviewWhen a phase or a project ends, the project manager gets one blameless review: whether it achieved what it was for, how scope, schedule and budget moved and why, whether the success measures were the right ones, and practice changes for the team to choose, each with an owner and a follow-up date.Workflow template Project scope baselineA project manager turns an approved brief into a draft scope baseline: the deliverables, what is excluded, the acceptance criteria for each deliverable, the constraints and the open questions for the sponsor. Nothing implied counts as scope until the sponsor says so.Workflow template Stakeholder and decision rights mapBefore kickoff, the project manager holds one map of everyone the project touches: each group placed by influence and interest, every key decision with exactly one accountable owner, the decision makers still missing, and who hears what, when and from whom. The sponsor confirms every decision right.Workflow template Project status reportThe lead of an internal project gets a status report the sponsor can read in two minutes: each workstream red, amber or green with the reason, what moved, who must clear each blocker, the decisions needed and the dates at risk. No milestone is called done without evidence, and the lead confirms every status.Workflow template

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All of project and deliveryEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

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