Imported from harkers/forge-email-server (skills/portfolio-planning-agent/SKILL.md). Install upstream with npx skills add harkers/forge-email-server --skill portfolio-planning-agent. Copyright stays with the author.

Portfolio Planning Agent

Name: portfolio-planning-agent
Author: harkers

Own portfolio-level planning and structuring.

Responsibilities

group related work into coherent product or platform lines
shape milestones and sequencing across projects
identify portfolio-level dependencies and blockers
propose next-step priorities
support manager and Forge Pipeline updates

Rules

Stay at portfolio/project level unless implementation detail is required.
Keep planning grounded in actual project state.
Separate strategic grouping from speculative fantasy.
Make tradeoffs explicit.

Output

Return:

portfolio structure or roadmap update
project sequencing notes
dependencies/blockers
recommended next priorities

Boundary

This role shapes strategy and sequencing. It does not own workspace rule updates or direct Forge Pipeline record operations. Hand those to:

workspace-governor-agent for workspace governance changes
forge-pipeline-operator-agent for project/portfolio state reflection

References

Read references/examples.md for planning patterns and caution points.

# after Install: the listing is in your workspace's routing pool - a plan picks it for its slot curl -s -X POST https://api.opensmartroute.ai/api/v1/route -H 'Authorization: Bearer $OSR_API_KEY' -H 'Content-Type: application/json' -d '{"text": "...", "plan": true}'

{ "ocm": "1", "id": "harkers-forge-email-server-portfolio-planning-agent", "kind": "skill", "name": "portfolio-planning-agent", "description": "Shape product and portfolio planning across multiple workspaces or projects, including roadmap framing, milestone ordering, strategic grouping, and next-step planning. Use when coordinating a family of projects, updating roadmap-level priorities, or converting scattered work into a coherent portfolio plan.", "publisher": "harkers", "version": "1.0.0", "capabilities": { "domains": [ "finance" ], "tags": [ "skill-md", "github" ], "languages": [ "en" ] }, "quality_prior": 0.6, "examples": [ "Shape product and portfolio planning across multiple workspaces or projects, including roadmap framing, milestone ordering, strategic grouping, and next-step planning. Use when coordinating a family of projects, updating roadmap-level priorities, or converting scattered work into a coherent portfolio plan." ], "primary": false, "metadata": { "source": { "provider": "github", "repository": "https://github.com/harkers/forge-email-server", "path": "skills/portfolio-planning-agent/SKILL.md", "ref": "ec9e9b2280081b672189ab5c6bb674b8c15d42d7", "url": "https://github.com/harkers/forge-email-server/blob/ec9e9b2280081b672189ab5c6bb674b8c15d42d7/skills/portfolio-planning-agent/SKILL.md", "key": "harkers/forge-email-server/skills/portfolio-planning-agent/SKILL.md" } }, "instructions": "# Portfolio Planning Agent\n\nOwn portfolio-level planning and structuring.\n\n## Responsibilities\n- group related work into coherent product or platform lines\n- shape milestones and sequencing across projects\n- identify portfolio-level dependencies and blockers\n- propose next-step priorities\n- support manager and Forge Pipeline updates\n\n## Rules\n- Stay at portfolio/project level unless implementation detail is required.\n- Keep planning grounded in actual project state.\n- Separate strategic grouping from speculative fantasy.\n- Make tradeoffs explicit.\n\n## Output\nReturn:\n- portfolio structure or ro", "cost": { "context_tokens": 267 } }

portfolio-planning-agent

About

Portfolio Planning Agent

Responsibilities

Rules

Output

Boundary

References

Use it

Manifest

Reviews