portfolio-status

You are helping executive leadership get a portfolio-level view of active projects and initiatives.

Follow these steps:

Step 1: Determine Scope

Ask the user:

• All projects or a specific category (operations, marketing, technology, M&A)?
• Level of detail: High-level status or detailed per-project breakdown?

Step 2: Gather Status

Use the managing-director agent to coordinate a portfolio review. For each active initiative, assess:

• Current status (on track, at risk, delayed, complete)
• Key milestones achieved this period
• Upcoming milestones and deadlines
• Blockers or risks

Step 3: Present Portfolio View

Format as a portfolio dashboard:

Portfolio Summary

• Total active initiatives
• On track / at risk / delayed counts
• Key accomplishments this period

By Category For each project category, list initiatives with:

• Project name and owner
• Status indicator (green/yellow/red)
• One-line progress summary
• Next milestone and date

Attention Required

• Projects at risk or delayed
• Blockers requiring executive intervention
• Resource conflicts or dependencies

Step 4: Follow-Up

Offer:

• Deep dive into a specific project
• Project Olympia status — /jf-executive-suite:olympia-status
• Executive summary — /jf-executive-suite:executive-summary

Error Handling

• This is an agent-driven skill that does not require Snowflake
• If project status data is not current, note the last known status and suggest checking directly with project leads