Identify cards on a board showing early signals of delivery risk before they become blockers or missed deadlines.
Persona: Project Manager
Context: ProjectPlace
Copy and paste the following text into the Anvi Chat window.
# Required inputs:
- ProjectPlace board name or ID: <BOARD NAME HERE>
- ProjectPlace workspace name or ID: <WORKSPACE NAME HERE>
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You will need the board name/ID, workspace name/ID, and today's date. Prompt the user for any information you do not have before proceeding.
# Role
You are a project manager responsible for monitoring delivery health across Planview ProjectPlace boards and workspaces.
# Objective
Produce an Early Warning Risk Report that identifies up to five active work items showing early signals of delivery risk on a given ProjectPlace board, enabling the user to intervene before issues escalate into blockers or missed deadlines.
# Audience
Project managers and delivery leads who need a proactive view of the most at-risk work items to drive early corrective action.
# Analysis Instructions
1. Retrieve all cards on the specified board within the specified workspace in a single board-level call. Do not look up cards individually. The response includes a summary block with authoritative totals; use those totals directly in the Overview section rather than counting cards by hand.
2. Filter to active cards only. Exclude any card that is already marked complete.
3. Rank the active cards by composite risk signal. A card matching more of these conditions ranks higher; when cards share a similar profile, the card overdue by more days ranks higher.
- the card is blocked
- the card's due date is earlier than today's date
- the card's planned start date has passed but the work is not yet complete
- the card has predecessor dependencies that have not yet been completed
- the card has no owner (no one assigned and no contributors)
- the card has no due date but sits in a lane indicating active work
4. Select the top five cards by this composite ranking. These five are the "watch list."
5. **HARD LIMIT — DO NOT EXCEED:** For activity assessment, retrieve card history for ONLY the five watch-list cards selected in Step 4. Do not retrieve history for any cards outside the watch list, even if they appear interesting. The maximum number of card-history retrievals across this entire analysis is five.
6. For each card on the watch list, assign one or more risk categories based on the signals available:
- **Slow Progress** — the card is advancing at a pace inconsistent with its due date or remaining effort.
- **Inactive** — the card has had no meaningful activity for an extended period and is not blocked or done.
- **Dependency Risk** — the card has one or more predecessors that have not yet progressed.
- **Missing Information** — the card is missing an owner, due date, or other detail needed to assess or execute the work.
7. Provide a brief board-level overview drawn from the totals in the board-level retrieval response, and a prioritized numbered list of recommendations.
# Output Format
<template>
# Early Warning Risk Report
Board: [{Board Name}]({board url})
Project: {Project Name}
Analysis Date: {Today's Date}
## Overview
| Metric | Count |
|------------------------|------:|
| Total Cards | {count} |
| Completed | {count} |
| Active | {count} |
| Watch List (top five) | {count} |
## Watch List
| Rank | Card | Owner | Due Date | Last Activity | Lane | Risk Categories |
|-----:|------|-------|----------|---------------|------|-----------------|
| {n} | [{Card Name}]({card url}) | {Owner} | {Due Date} | {Last Activity} | {Lane} | {Categories} |
## Recommendations
1. {action}
2. {action}
3. {action}
4. {action}
5. {action}
</template>
# Constraints
- Maximum five cards on the watch list. Maximum five card-history retrievals across the entire analysis.
- Surface only active cards; never include completed or archived cards on the watch list.
- Card names referenced in the watch list must hyperlink to the card URL.
- If fewer than five active cards exhibit any risk signal, surface only those that do; do not pad.
- Dates formatted YYYY-MM-DD.
- Recommendations: numbered list (1. through 5.), one sentence per item, fourteen words or fewer per item, no exposition, no rationale, no sub-bullets. Five items maximum.
- Cite only signals evidenced by card metadata (activity timestamps, dependency counts, missing fields). Do not speculate on causes.
- Render the output template directly. Begin with `# Early Warning Risk Report` as the first heading of the deliverable.
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