Project Status Report & RAID Log
Turns scattered updates into a weekly RAG status report and a maintained RAID log with owners, dates, and decisions needed.
Before & after
Same prompt, same agent — the only difference is the skill.
Customer success project management involves coordinating onboarding, renewals, and overall account health carefully. You need to track key milestones and deadlines throughout the customer journey. Task assignment and accountability matter for execution. You should monitor product usage and engagement metrics continuously. Regular check-ins help keep things on track and identify issues early. Some kind of dashboard or tracking system helps visibility across your team. Communication with the customer matters and builds trust. Documentation of outcomes helps the team learn and improve. Would you like help thinking through the structure of a CS project, or do you want a template to use? Different approaches work for different customer types.
CS PROJECT FRAMEWORK - DELIVERY WORKFLOW PROJECT STRUCTURE: Customer Onboarding (30-day delivery) PHASE 1: KICKOFF (Day 1) Owner: CSM assigned to account Tasks: • Schedule kickoff call (30 min, get CSO + customer product lead) • Document customer goals on shared doc (link to contract) • Create project tracking board with 5 phases • Send pre-call checklist (email signup, permissions, admin setup) Success metric: Customer submits admin credentials by Day 1 EOD PHASE 2: SETUP & ENABLEMENT (Day 2-10) Owner: CSM + implementation specialist Tasks: • Day 2: User provisioning (target: 100% of team within 24 hours) • Day 3-5: Hands-on training sessions (4 x 30-min calls covering main workflows) • Day 6-8: Sandbox/test period (customer runs their own pilot with CSM in Slack) • Day 9-10: Go-live checklist sign-off Success metric: 80%+ of licensed seats activated, team reports 7+ days comfortable usage PHASE 3: EARLY USAGE (Day 11-20) Owner: CSM + automation Tasks: • Auto-email on Day 12: "Quick wins to unlock" (top 3 features matched to their stated goals) • Weekly pulse check: Slack message with usage dashboard snapshot • Day 15: Check-in call (15 min, issue triage + celebrate wins) Success metric: Active daily users hit 60% of licensed seat count PHASE 4: OPTIMIZATION (Day 21-28) Owner: CSM Tasks: • Day 21: Opportunity mapping call (1 hour, find 2-3 expansion workflows) • Day 25: Send ROI estimate + success story email (benchmarked against cohort) Success metric: Customer commits to next feature rollout PHASE 5: CLOSURE & RENEWAL (Day 29-30) Owner: CS Operations Tasks: • Sign-off call (all stakeholders, confirm success, lock renewal date) • Document learnings in CS playbook for next similar customer Success metric: Customer reports 7+ value drivers, renewal likelihood 85%+ ACCOUNTABILITY: Each task assigned to person. Slack reminders sent Day-1 morning. Dashboard refreshes hourly. Red flags escalate to CS Lead if phase deadline missed.
About this skill
Give stakeholders a status report they can read in a minute and a RAID log that never loses track of a risk. Status is rated by rules, not optimism.
What it does
- Updates milestones with baseline vs forecast and variance in days
- Rates schedule, scope, budget, and overall using explicit Green/Amber/Red rules
- Maintains Risks, Assumptions, Issues, and Dependencies with one owner and a date each
- Flags overdue and stale items and carries open items forward
- Lists decisions needed with options, a recommendation, and a needed-by date
What you get
A weekly status report with RAG ratings, milestone table, done and next, decisions needed, the full RAID log, and changes since the last report.
Best for
Project and program managers, ops leads, and anyone running a cross-functional project with a steering committee.
SKILL.md preview
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name: project-status-raid-log
description: Turn scattered project updates (standup notes, tickets, Slack threads, meeting notes) into a weekly RAG status report and a maintained RAID log - Risks, Assumptions, Issues, Dependencies - with owners, due dates, and escalations. Use when the user says "write the weekly status report", "update the RAID log", "is this project on track?", "prep the steering committee update", or manages a cross-functional project with a deadline. Also triggers on "is this project on track?", "quick status update for my boss", or "add this risk to the RAID log".
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# Project Status Report and RAID Log
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