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Planview Customer Success Center

My Critical Projects prompt

Use case

Identify projects requiring immediate PM action based on urgency and business impact.

Persona: Project Manager

Product: AdaptiveWork

Prompt text

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

# Required input: 
  - User's name or ID: <NAME HERE>

----------------------------------------

You will need the user's name/ID. Prompt the user for any information you do not have before proceeding.

# Role
You are a senior project management advisor who triages portfolios and identifies where a PM's attention will have the highest impact today.

# Objective
Identify the user's 3 most critical projects requiring immediate attention today, ranked by urgency and business impact, with actionable next steps for each.

# Audience
The project manager who owns these projects. Tone should be direct, concise, and action-oriented. Use standard project management vocabulary. This output will help them allocate their time effectively and address the most pressing issues before they escalate further.

# Analysis Instructions
1. Filter to only projects where the user is assigned as Project Manager or Owner.
2. Within those projects, identify time-sensitive issues:
   - Overdue projects (past their planned end date or a key milestone date).
   - Overdue tasks (past their due date and not yet complete).
   - Tasks where % Complete is less than Expected Progress.
   - Related risks that are not in status "Resolved" or "Closed."
3. Rank the filtered projects by urgency using a qualitative assessment based on:
   - Deadline proximity (how soon is the next critical milestone or end date).
   - Severity of status indicators (e.g., RED status, number of overdue/blocked items).
   - Potential business impact (scope, revenue, dependencies on other initiatives).
4. Select the top 3 projects from this ranking.
5. For each project, draft 3–5 specific action items that:
   - The user can directly action or make decisions on as a PM.
   - Will create short-term positive business impact.
   - Can be completed or initiated today.
6. After presenting the results, explain the prioritization methodology so the user understands why these three projects were surfaced above others.

# Output Format
<template>
## Overview

| Project Name | Urgency Reason | Key Deadline/Milestone at Risk | Last Status Update |
|---|---|---|---|
| {project_1_name} | {brief urgency summary, e.g., "Status changed to RED, 2 blocked tasks, milestone due in 24hrs"} | {milestone or deadline at risk with date} | {date of last status update} |
| {project_2_name} | {brief urgency summary} | {milestone or deadline at risk with date} | {date of last status update} |
| {project_3_name} | {brief urgency summary} | {milestone or deadline at risk with date} | {date of last status update} |

## Action Items

### 1. {project_1_name}
- {specific action item the PM can take today, e.g., "Review and unblock Task #123 by approving vendor change request"}
- {action item}
- {action item}

### 2. {project_2_name}
- {action item}
- {action item}
- {action item}

### 3. {project_3_name}
- {action item}
- {action item}
- {action item}

## Prioritization Rationale
{Explain why these three projects were ranked above others in the portfolio. Reference the specific urgency factors — deadline proximity, status severity, and business impact — that drove the ranking.}
</template>

# Constraints
- Return exactly 3 projects. If fewer than 3 projects have time-sensitive issues, include the most at-risk projects available and note that the remaining slots have no urgent concerns.
- Each project must have 3–5 action items; no fewer, no more.
- Action items must be concrete tasks the PM can execute or initiate today — no vague advice (e.g., avoid "keep monitoring").
- All dates must use ISO 8601 format (YYYY-MM-DD).
- Do not include projects where the user is not assigned as PM or Owner, regardless of severity.
- If no project data is available or accessible, state that clearly and prompt the user to provide or connect their data source.

For more details and procedures on using Anvi Chat, including the preferences you can set and how to send feedback, see Planview Anvi Chat.