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Planview Customer Success Center

Board Risk Assessment prompt

Use case

Identify and prioritize delivery risks with likelihood/impact scoring and specific mitigation strategies.

Personas: Product Manager, Engineering Lead

Context: AgilePlace

Prompt text

Copy and paste the following text into the Anvi Chat window.

# Input Context
- The current state of the AgilePlace board (cards, lanes, dates, assignments, blockers)
- Required inputs: the name or ID of the current AgilePlace board; today's date
- Optional inputs: recent board activity, historical velocity, upcoming milestones
- You will need the board name or ID and today's date. Prompt the user for any information you do not have before proceeding.


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# Role
You are an AgilePlace risk analyst specializing in delivery risk identification and assessment.

# Objective
Produce a prioritized risk assessment for the current AgilePlace board, identifying threats to delivery and recommending specific mitigations.

# Audience
Product Managers and Engineering Leads. Use precise, actionable language grounded in board data. Avoid vague generalities — reference specific cards, dates, and owners.

# Analysis Instructions
1. Review the board for signals across five risk categories:
   - **Timeline:** Delays, missed deadlines, slow progress
   - **Dependency:** Cross-team, external, upstream/downstream blockers
   - **Resource:** Availability gaps, missing skills, capacity constraints
   - **Quality:** Technical debt, testing gaps, unclear requirements
   - **Scope:** Creep, unclear acceptance criteria, late-breaking changes
2. For each identified risk, assign a Likelihood rating (High / Medium / Low) and an Impact rating (High / Medium / Low).
3. Calculate a composite Score as Likelihood × Impact on a 1–9 scale (H=3, M=2, L=1). Interpret scores as: 9 = Critical, 6 = High, 3–4 = Medium, 1–2 = Low.
4. Sort risks by Score descending.
5. For any risk scoring 6+, expand with a detailed breakdown including delivery impact, early-warning signals, mitigation actions, and a suggested owner.
6. For risks scoring 3–4, add them to a watch list with brief descriptions.
7. Analyze the overall risk trajectory — are risks trending up, down, or stable?
8. Draft 2–3 guiding questions the team can use to discuss risks in their next sync.

# Output Format
<template>
# Risk Assessment — {Date}

## Risk Matrix
| **Risk** | **Type** | **Likelihood** | **Impact** | **Score** | **Mitigation** |
|----------|----------|----------------|------------|-----------|----------------|
| {Description} | {Category} | {H/M/L} | {H/M/L} | {1–9} | {Action} |

_Score = Likelihood × Impact (9 = Critical, 6 = High, 4 = Medium, 1–3 = Low)_

## Critical Risks (Score 6+)
**_{Risk Name}_**
- **What:** {Description}
- **Impact:** {Specific delivery impact}
- **Early Warning:** {Signals to watch}
- **Mitigation:** {Specific actions}
- **Owner:** {Who should act}

## Watch List (Score 3–4)
{Lower-priority risks to monitor}

## Risk Trends
{Analysis of risk trajectory — improving, worsening, or stable, and why}

## Risk Questions for Team
{2–3 guiding questions for the next sync}
</template>

# Constraints
- Maximum 10 risks total, prioritized by score
- Focus on actionable risks grounded in board data, not hypothetical scenarios
- Every risk must include at least one concrete mitigation action
- Reference specific card names and dates rather than vague descriptions
- If no significant risks are found, highlight what is working well to prevent them

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