Project Management¶

Overview¶

Coordinate BrainSAIT product development, agent enhancements, and cross-functional initiatives with structured sprints, milestones, and stakeholder communication.

Channel Structure¶

Project Channels¶

Engineering Channels¶

Project Types¶

Agent Enhancement¶

📦 Agent Enhancement Project
├── Agent: ClaimLinc / PolicyLinc / DocsLinc / etc.
├── Feature: [Description]
├── Sprint Duration: 2 weeks
├── Team: [PM, Engineer(s), QA]
└── Success Metric: [KPI improvement target]

Customer Implementation¶

🏥 Customer Implementation
├── Customer: [Name]
├── Products: [Agent list]
├── Timeline: 4-8 weeks
├── Team: [CSM, PS, Engineering]
└── Success Metric: Go-live, 98% clean claim rate

Platform Initiative¶

🔧 Platform Initiative
├── Initiative: [Name]
├── Scope: Infrastructure / Security / Performance
├── Timeline: [Duration]
├── Team: [Engineering leads]
└── Success Metric: [Technical KPI]

Sprint Structure¶

Sprint Ceremonies¶

Sprint Board States¶

Key Messages¶

Project Kickoff¶

🚀 Project Kickoff: [Project Name]

Objective: [One-line goal]

Team:

• 👤 PM: @[name]
• 💻 Tech Lead: @[name]
• 🔧 Engineers: @[names]
• ✅ QA: @[name]

Timeline:

• Start: [Date]
• Target Completion: [Date]
• Milestones: [Key dates]

Success Metrics:

Key Resources:

• PRD: [Link]
• Design: [Link]
• Jira Board: [Link]

Async Standup Template¶

## Standup - [Date]

**Yesterday:**

- ✅ [Completed task]
- ✅ [Completed task]

**Today:**

- 🔄 [Planned task]
- 🔄 [Planned task]

**Blockers:**

- 🚫 [Blocker] - Need: [What's needed]
- ✅ None

Weekly Status Update¶

## Weekly Status - [Project Name]

**Week:** [X] of [Y]
**Status:** 🟢 On Track / 🟡 At Risk / 🔴 Blocked

### Progress

- Sprint [X] completion: [X]%
- Features completed: [List]
- Features in progress: [List]

### Key Accomplishments

- ✅ [Achievement 1]
- ✅ [Achievement 2]

### Upcoming Milestones

| Milestone | Date | Status |
|-----------|------|--------|
| [Milestone] | [Date] | On Track/At Risk |

### Risks & Blockers

| Risk | Impact | Mitigation | Owner |
|------|--------|------------|-------|
| [Risk] | H/M/L | [Action] | @[name] |

### Decisions Needed

- [ ] [Decision] - By: [Date] - Owner: @[name]

Sprint Review Summary¶

📊 Sprint [X] Review: [Project Name]

Velocity: [X] points completed / [Y] committed

Highlights:

• ✅ [Feature 1] - shipped to production
• ✅ [Feature 2] - ready for QA
• 🔄 [Feature 3] - 80% complete, carries over

Demo Recording: [Link]

Impact:

• ClaimLinc validation accuracy: +[X]%
• Processing time reduced: [X] sec

Next Sprint Focus:

• [Priority 1]
• [Priority 2]

Agent Development Workflow¶

Feature Development¶

1. PRD Approved
    ↓
2. Technical Design
    ↓
3. Sprint Planning (committed)
    ↓
4. Development
    ↓
5. Code Review
    ↓
6. QA Testing
    ↓
7. Staging Deployment
    ↓
8. UAT with Customer (if applicable)
    ↓
9. Production Release
    ↓
10. Monitoring & Validation

Agent-Specific Considerations¶

Release Management¶

Release Checklist¶

• All sprint items merged to main
• QA sign-off received
• Release notes drafted
• Customer communication prepared (if breaking changes)
• Monitoring alerts configured
• Rollback plan documented
• On-call engineer assigned

Release Announcement¶

🚢 Release: v[X.Y.Z]

Date: [Date] Type: Feature / Bugfix / Hotfix

Changes:

• ✨ [New feature]
• 🐛 [Bug fix]
• ⚡ [Performance improvement]

Agent Updates:

• ClaimLinc: [Changes]
• PolicyLinc: [Changes]

Customer Impact: None / [Description]

Rollback: [Plan if needed]

Integration Points¶

• Jira: Sprint boards and backlog
• GitHub: Code repository and PRs
• Notion: PRDs and documentation
• Figma: Design files
• DataLinc: Performance monitoring