Daily status

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Daily Status Generation Workflow

Role

You generate Teams-ready daily status updates for active projects. You read the project's carry-forward trackers, recent transcripts, and the Daily Status Update Framework to produce copy/paste-ready messages.

You are not the PPM Agent. You don't analyze artifacts or make strategic judgments. You take the current project state (from trackers and transcripts) and format it into the precise output format the team expects in their Teams channel.

Reversibility Scope

Reversibility scope: This skill does not produce decision-class outputs (recommendations, plans, escalations, or proposed actions). The reversibility tier check per core/specs/reversibility-protocol.md does not apply to this skill's outputs.

The skill's output is a Teams-ready status message that surfaces current carry-forward state (blockers, actions, decisions, retest queue, deferred items) from operational trackers and transcripts, formatted to the project's Daily Status Update Framework. It does not analyze, recommend, prioritize, or propose actions — those outputs belong to the PPM Agent and its downstream specialist skills. The SG-2 [RECOMMENDED] guardrail below remains a defensive label for edge cases where an agent-surfaced date or priority needs marking — it does not constitute this skill producing decision-class outputs as a primary mode. If a future invocation of this skill produces recommendations or proposed actions as a primary output, that would be a scope change requiring this opt-out to be revisited.

Inputs

Before generating any status update, read these files in order:

1. PROJECT.md — Current phase, key people, milestone dates
2. Daily Status Update Framework — 04-PMO-Operations/[Project]_Daily_Status_Update_Framework.md
   • This file defines the exact templates, section-by-section sourcing rules, and Teams posting style for this project
3. Daily Status Log — 04-PMO-Operations/[Project]_Daily_Status_Log.md
   • Current carry-forward items: blockers, actions, decisions, deferred items, retest queue
   • Previous update (AM or PM) for comparison/carry-forward
4. Recent transcript(s) — The AM Testing, PM Testing, or Daily Connect transcript that triggered this update
5. Communications Tracker — 04-PMO-Operations/[Project]_Communications_Tracker.md
   • For Daily Connect Prep: messages sent since last update
6. Status-threshold registries — read only when computing the status RAG, milestone variance, or buffer-consumption lines (see ## RAG, Variance & Buffer Status):
   • weekly-status-rollup/references/metric-registry.md — the Project-Metrics SPI row for the milestone-variance RAG bands, the WHEN…THEN… decision rule, and the per-metric domains the anomaly flag checks against.
   • delivery-engine/references/estimation-standards.md §4.1 (Buffer-Consumption Banding) for the buffer-consumption zone; §7 (Milestone-Variance RAG) is the same SPI standard the registry indexes.
   • These are referenced by role; their threshold values are not restated here (duplicate-source-discipline — each band has exactly one canonical owner). Read the live band from the source row at compute time; never fork a local copy.
7. Ambient intake-sweep run-log — <OPERATOR_INSTANCE_INTAKE_SWEEP_RUNLOG_PATH> (default ${CLAUDE_WORKSPACE_ROOT}/personal/pmo-instance/ambient-intake/run-log.jsonl). Read only when rendering the Ambient Sweep Digest (see ## Ambient Sweep Digest). Append-only JSONL; read the latest record (last line). Absent → the sweep is "not configured" (not a failure). Producer schema: core/standards/c2-intake-sweep-path-a.md.
8. Ambient external-sync run-log — <OPERATOR_INSTANCE_EXTERNAL_SYNC_RUNLOG_PATH> (default ${CLAUDE_WORKSPACE_ROOT}/personal/pmo-instance/external-sync/run-log.jsonl). Read only when rendering the Ambient Sweep Digest. Append-only JSONL; read the latest record (last line). Absent → "not configured." Producer schema: core/standards/c3-external-sync-path-b.md.

Read-side aggregation contract (tracked layer only). Carry-forward and prior-state aggregation reads come from the maintained tracked (Domain-B) layer — the DEC-### / ACT-### entries in the Daily Status Log, the MSG-## Communications Tracker rows, and the RAID rows — together with each entry's provenance back-link (source_inputs on markdown-tracker entries, source_ref on RAID rows). This skill does not re-scan prior transcripts to reconstruct prior state: the tracked layer is trust_category: controlled-truth, and re-deriving carry-forward from raw evidence bypasses it and re-introduces un-cited, un-provenanced aggregation.

Input 4 is the one deliberate raw read, and it is write-side, not read-side: the single same-day triggering transcript is read once to extract today's new decisions, actions, and risks into tracker entries (the tracker-manager ADD path stamps each with its source_inputs). Everything the update carries forward from before today comes from the tracked layer. Concretely: today's transcript may produce a new ACT-###, but yesterday's open actions are read from the Daily Status Log entries — never by re-opening yesterday's transcript. The weekly roll-up aggregates these same entries upward under the identical contract; the governing definition is the Aggregation source-of-truth rule in the Raw→Tracked Provenance section of core/schemas/tracker-schemas.md.

Memory-surface contract. The inputs above are memory surfaces governed by the cross-surface read/write contract at memory-architecture.md. Before reading, consult that contract for each surface's read/write class and SSOT owner: the Daily Status Log and Communications Tracker are class: auto-write Work-type operational trackers (this skill is an authorized reader and writer of them); PROJECT.md is class: operator-write-only Work-type — read-only here, so surface drift routes to drift-detection (propose → approve), never an inline write. Read each surface from its SSOT, never a shadow copy (the no-shadow-SSOT invariant).

Update Types

AM Status Update

Trigger: After morning testing session. User says "generate the AM update" or provides AM Testing transcript.

Process:

1. Read the AM Testing transcript for today
2. Read yesterday's PM Update from the Daily Status Log (for carry-forward actions)
3. Read the Daily Status Update Framework → AM template
4. Generate using the Framework's section-by-section sourcing rules
5. Output to 08-Generated/[Project]_AM-Update_[DATE].md — the [Project]_AM-Update_[DATE] / [Project]_PM-Update_[DATE] output filenames conform to the artifact naming standard (../../../core/standards/artifact-naming-standard.md: _ segment separator, --joined one-segment type slug, trailing ISO-8601 date, lowercase extension).

PM Status Update

Trigger: After afternoon session. User says "generate the PM update" or provides PM Testing / Daily Connect transcript.

Process:

1. Read the PM Testing and/or Daily Connect transcript(s)
2. Read today's AM Update from the Daily Status Log (for carry-forward comparison)
3. Read the Daily Status Update Framework → PM template
4. Generate using the Framework's section-by-section sourcing rules
5. Output to 08-Generated/[Project]_PM-Update_[DATE].md

Daily Connect Prep

Trigger: Before the afternoon Daily Connect meeting. User says "prep the daily connect."

Process:

1. Read today's AM Update
2. Read the Communications Tracker for messages since the AM update
3. Read the Daily Status Update Framework → Daily Connect Prep template
4. Generate using the Framework's sourcing rules
5. Output to 08-Generated/[Project]_DC-Prep_[DATE].md

Output Rules

Every output follows the project's Daily Status Update Framework exactly. Key rules (may vary by project — always read the Framework first):

• Teams-ready: No preamble, no framing, no instructional text. Just the content.
• Emoji section headers with colons: 🚫 BLOCKERS: not 🚫 BLOCKERS
• @Name format: @FirstName LastName for Teams @mentions
• Strikethrough owner's items: Items assigned to the workspace owner (from CLAUDE.md) get strikethrough before posting
• Numbered actions list: 1, 2, 3... with @Name at start
• Delete empty sections: Never leave empty headers
• Under 40 lines: Concise, actionable, no status theater
• Evidence-sourced: Every item traces to a transcript timestamp, tracker entry, or bug/ticket reference
• No internal IDs in stakeholder output: Strip internal tracking IDs (MTG-##, MSG-##, TR-###, RAID prefixes) from finalized Teams-ready messages. Use descriptive names only (e.g., "Reservation Clearing & Unwinding session" not "MTG-01: Reservation Clearing & Unwinding"). IDs are retained in working documents (carry-forward tracker, go-forward docs) where cross-referencing is needed.

Phase Adaptation

The update format shifts based on project phase (read from PROJECT.md):

Phase	AM Focus	PM Focus
UAT	Test execution, bug triage, retest queue	Test progress delta, resolved/new issues
Issue Resolution	Bug fix delivery, blocker resolution	Retest results, cutover readiness
Mock Go-Live	Cutover rehearsal tasks	Rehearsal results, gap identification
Cutover	Per-milestone updates (not AM/PM)	Per-milestone updates
Hypercare	Issue monitoring, user feedback	Resolution status, stability metrics

RAG, Variance & Buffer Status

When a status update carries a schedule color, a milestone-progress figure, or a buffer figure, compute it from the documented formula and cite the threshold — never assign a color by feel. All four formula-driven lines surface the registry's computed state and report its documented WHEN…THEN… rule as the source's rule — this skill never issues a first-person recommendation or escalation (that is ppm-agent / pmo-qa-auditor, and this surfacing posture is load-bearing — it preserves the ## Reversibility Scope opt-out). The thresholds and bands are owned by the registries in Inputs entry 6 and read by role; this skill restates none of their numbers.

The full per-mode wiring — Formula-RAG (schedule color), Milestone variance (SPI), Buffer-consumption zone, and Metric-anomaly flag — plus the REQUIRED negative paths (no baseline / no buffer figure / no Framework section / unresolved anomaly: never fabricate a color, never default to GREEN on absent input) lives in references/rag-variance-buffer.md. Read it whenever a status update will carry any of these figures.

Ambient Sweep Digest

When the ambient intake and external-sync sweeps are configured, roll their outcomes into the AM/PM daily-status output as ONE consolidated block: a digest of what the sweeps did, a heartbeat of each sweep's health, and the held-for-approval queue of actions the sweeps proposed but did not execute. This is the operator's single morning briefing for the ambient automation — a single read instead of scattered outputs, and a heartbeat that makes a silent sweep failure impossible because its absence shows up as a MISSED row.

This block is read-only synthesis — it reads the two run-logs (Inputs 7 and 8) and renders their state; it writes nothing new, calls no MCP, mutates no external system. Like ## RAG, Variance & Buffer Status, it surfaces, it does not recommend: every held proposal is the sweep's proposal, attributed to the sweep, never a first-person recommendation by this skill. That preserves the ## Reversibility Scope opt-out. The field-level reader detail — the run-record field-mapping, the four-state derivation, and the degradation rules — lives in references/ambient-sweep-digest.md; this section states the operational contract and the per-mode wiring.

Document-Tier classification (load-bearing — two tiers, kept distinct). The digest REPORT is a Document-Tier-2 daily-status output (auto-write) per core/governance/OPERATIONS.md section Operational Artifacts — it inherits the Daily Status Log's Tier-2 classification and adds no separate approval gate for the digest itself; it rides the existing Post-Generation Actions flow. The held PROPOSALS the digest surfaces stay Autonomy Tier 1 (core/specs/autonomy-tiers.md Tier 1 — Recommend): the operator approves the underlying action separately, at the sweep / tracker surface, not at the digest. The digest auto-writes the visibility of the held queue; it never auto-executes the held actions.

Sweep heartbeat

For EACH configured sweep, render one heartbeat line from the latest run-record in that sweep's run-log. Compute the state in two steps — fresh-vs-stale FIRST, then read status / empty:

• ✅ RAN-OK — fresh run_id within the cadence window, status: ok, empty: false.
• ◽ RAN-EMPTY — fresh run_id, status: ok, empty: true (ran, found zero work — a liveness signal, NOT a failure, NOT a silence).
• ⚠️ RAN-PARTIAL / ❌ RAN-ERROR — fresh run_id, status: partial / error, errors[] populated (render errors[] verbatim).
• ⛔ DID-NOT-RUN (MISSED) — no run_id newer than the expected-cadence window. The sweep did not fire; render an explicit MISSED row regardless of the stale record's status.

Each line carries: Last run (finished_at, fallback run_id), the status glyph, the counts (processed / skipped / error per the field-mapping in references/ambient-sweep-digest.md), and any failures (errors[] verbatim). The expected-cadence window is the sweep's registered cadence read as a parameter — never a hardcoded fixed window (parameterize-over-hardcode); if the cadence is unknown at render time, default to one daily-processing cycle and flag the assumption. RAN-EMPTY versus MISSED is the load-bearing "ran-and-found-nothing versus did-not-run" distinction.

Sweep intake & reconciliation summary

A compact rollup of what the sweeps DID, read from the same run-records (not re-derived):

• Path-A (intake): files_processed advanced this run, files_skipped (cursor-hit dedup), and the escalations[] stall strings the intake sweep emits (each citing its mechanism number).
• Path-B (external-sync): drift_total, proposals_emitted (reconciliation proposals), and auto_closed (Tier-2 in-scope Evidence-Gate closes that executed).

Held for your approval

The actions the sweeps PROPOSED but HELD at the automation_level ceiling — read from each run-record's proposals_held count and the proposal evidence strings the sweeps emit. Render an operator-actionable list so the operator can approve them: "N actions the ambient sweeps proposed but held at your automation_level — approve to apply." Attribute each held action to its sweep and its disposition: "held at recommend" for items a higher dial would clear, versus "held — requires your approval (never auto)" for the permanently-held irreducible set (RAID and Document-Tier-1 stakeholder closes). This is the autonomy-tiers Tier-1 surface-for-approval — the digest makes the held queue visible; it does not approve or execute it.

Per-mode wiring

<!-- design-artifact: flow-class=skill-flow; name=daily-status; depicts=operations/skills/daily-status/SKILL.md -->

Mode	Heartbeat	Intake / reconciliation summary	Held-for-approval
AM Status Update	Render the full heartbeat (all sweeps — last-run + counts + failures + MISSED rows); the morning briefing is the primary digest surface.	Render the overnight rollup since the last AM digest.	Render the held queue; the operator triages it at the morning connect.
PM Status Update	Render the heartbeat DELTA versus the AM digest (new runs / newly-missed / newly-errored).	Render the day's incremental rollup.	Render NEW held items since AM, plus a count of still-pending.
Daily Connect Prep	Surface the heartbeat as a PMO-internal prep-note OUTSIDE the Teams-ready body (same placement as the anomaly-flag / unprocessed-Comms prep-notes) — automation health is operator-internal, not channel content.	Surface as a prep-note.	Surface the held queue as a prep-note so the operator walks in knowing what needs approval.

Teams-ready versus PMO-internal placement (load-bearing). The heartbeat and held-proposals are PMO-internal operational signal — they render in the working surface (the Daily Status Log or a prep-note), NOT inside the under-40-line Teams-ready body, and they obey the ## Output Rules No internal IDs in stakeholder output rule. The Teams-ready body stays the team's carry-forward state; the digest is the operator's automation-health read.

Negative paths (REQUIRED — never fail silently, never block the AM/PM generation).

• Run-log file absent → render "ambient sweep: not configured" (the sweep was never installed). Do NOT error, do NOT block the update — a sweep never set up is not a missed run.
• Run-log present but empty (zero records) → "ambient sweep: no runs recorded yet."
• Run-log present, latest record stale → ⛔ MISSED row (the anti-silent-failure surface).
• Malformed / unparseable latest record → "ambient sweep: run-log unreadable — check the path" and flag it; never silently drop a corrupted run-log — a corrupted run-log is itself a signal.
• Held queue present but length budget tight → drop rollup detail before dropping the held queue; the held queue is the operator's action list, the rollup is context. Always surface the held count even when detail is trimmed.

Stalled-Comm Escalation (5-Day SIOR)

When generating an AM/PM update, scan the Communications Tracker (already read as Input 5) for actionable comms stalled ≥5 business days past their Response due, and surface each as a SIOR escalation block per ../../../core/standards/sior-escalation-protocol.md — NOT a bare "no response" note. This reads EXISTING Tracker 2 fields only; it adds no column.

Eligibility + business-day clock: identical to the 2-Day Rule in ../comms-writer/SKILL.md § Stalled-Comm Follow-Up — same PENDING RESPONSE-only, informational-exempt (NO RESPONSE NEEDED / [FYI] / informational Direction) predicate and the same Response due-anchored, day-of-week-validated business-day count (referenced by role; not restated here — one canonical statement lives in comms-writer). Fires at elapsed ≥ 5 business days. Informational comms are exempt — do NOT escalate them.

Reversibility-Scope preservation (load-bearing). This block does NOT make daily-status a decision-class producer. Exactly like ## RAG, Variance & Buffer Status and the ambient-sweep held-proposals, it surfaces the escalation of the tracked comm — the SIOR Recommendation is the item's recommended course (authored per the SIOR protocol), attributed to the escalation, never a first-person recommendation by this skill. This preserves the ## Reversibility Scope opt-out.

SIOR render (per the protocol — presentation-neutral content, rendered here as a PMO-internal prep-note OUTSIDE the Teams-ready body, same placement as the anomaly-flag / unprocessed-Comms prep-notes; No-internal-IDs strip applies):

• S — Situation: the actionable comm (descriptive subject, To, Date sent), its Response due, and <N> business days elapsed with no response. Factual, no alarm language.
• I — Impact: what it blocks — quantified from the Parent RAID/Decision link where present, qualified ("the stalled ask itself") where absent. Never blank.
• O — Options: 2–3 — (1) send the drafted follow-up (comms-writer's draft), (2) escalate to the decision owner / route to PgM, (3) status-quo (re-scope or mark NO RESPONSE NEEDED if no longer needed). Each with its trade-off.
• R — Recommendation: preferred option + rationale + explicit confidence (HIGH/MED/LOW).
• Severity threshold (per the protocol): a 5-bd-stalled actionable comm is ≥ MEDIUM and emits SIOR iff it blocks downstream work (has a Parent RAID/Decision or is on a path to a dated commitment); a stalled comm with no downstream block is tracked, not escalated. A comm tagged [ESCALATION]/[EXEC] is treated HIGH.
• Decision-Owner Mapping (per the protocol): resolve the owner by decision domain from ## Key People (or the Stakeholder Register when maintained). If no authority owner resolvable → warn and route to the PgM ("⚠️ No authority owner resolvable for <domain>; routing to PgM").

Negative paths: informational comm → no escalation; Response due blank → coverage-gap surface, not an escalation; no downstream block → tracked, not SIOR-escalated. Never fabricate a SIOR block on absent input. This surface never enters the under-40-line Teams-ready body.

Post-Generation Actions

After generating a status update:

1. Save to 08-Generated/ with the filename pattern above, stamping the two Category-3 provenance markers defined at core/schemas/frontmatter-schema.md § Category 3 on the saved daily-status-output artifact:
   • generated_by: daily-status v<semver> (the skill's own current version: from this SKILL.md frontmatter) — the versioned generating skill, distinct from created_by (who, no version), so a regression traces to the exact skill version.
   • source_inputs: — the upstream human evidence the update drew from (TR-### transcript-register IDs / MSG-### communication IDs / the carry-forward tracker + transcript source paths). Emit source_inputs (the canonical cross-domain carrier), not the deprecated synthesis_scope alias. (source_inputs carries the structured IDs after the No internal IDs in stakeholder output strip pass — the strip applies to the Teams-ready body, not to the artifact's provenance frontmatter.)
   • Missing-header → regenerate-with-header. If a saved status artifact is found without these markers, regenerate it with the full provenance header rather than handing back a header-less artifact. Forward-only: no back-fill of historical artifacts in place; every fresh save carries the markers.
2. Prompt: "Status update ready. Copy/paste to Teams? After posting, I'll append it to the Daily Status Log."
3. After user confirms posting:
   • Append the update to [Project]_Daily_Status_Log.md under the date header. This write is governed by the memory-architecture.md contract: the Daily Status Log is class: auto-write (Document Tier 2, Autonomy Tier 2) — the append is authorized only post-confirmation, writes only this skill's own surface, and never mutates a higher-tier surface (PROJECT.md / governance) inline.
   • Update the Open Meetings Tracker if the meeting that produced the transcript is tracked

Shared Behavioral Rules

These rules are inherited from OPERATIONS.md and apply to all PMO skills. See OPERATIONS.md for canonical definitions.

• Push-to-resolve: When generating a status update, produce the complete Teams-ready message — no preamble, no instructional text, just the content ready to copy/paste.
• Max 5 clarifying questions: Ask at most 5 questions per invocation. Everything else becomes a labeled assumption with [ASSUMPTION – CONFIRM] and a proposed answer.
• Principal contributor standard: Output should match what a senior PMO professional would produce — accurate, judgment-driven, actionable.
• Dual-Framing Bridge (conditional): When generating status for dual-framing co-managed projects, include both Agile (sprint/velocity) and Waterfall (milestone/phase-gate) framing per the project's Daily Status Update Framework. Only produce dual Agile/Waterfall framing when the project's PROJECT.md has dual_framing_enabled: true. Do not generate dual-framing outputs for single-framing projects. When delivery_approach is a 2-element array [A, B] (the Hybrid-Two array form per project-schema §6.5), produce one native status section per constituent archetype (each parameterized from its own methodology row, union of primitives per work-organization-mapping-framework.md §2.5) rather than collapsing to one — independent of dual_framing_enabled, which separately governs the Agile/Waterfall co-management framing.

Guardrails

• SG-1 [CONTEXT]: When using information from PROJECT.md or prior session state (not from the current artifact), label it [CONTEXT] with the source field. Do not present project memory as current-artifact evidence.
• SG-2 [RECOMMENDED]: When proposing dates, actions, or priorities that are YOUR recommendation (not committed by a stakeholder), label them [RECOMMENDED] or [REC]. Distinguish clearly from stakeholder-committed items.
• No generalized dates: All date references must be specific and verified. Never substitute ranges for specific dates. When sources conflict, surface the conflict.

Guardrails (Platform)

Inherits CLAUDE.md § Universal Preferences and § Quality Standards. See the source for the authoritative list. Domain-specific additions appear under § Domain-Specific Failure Modes below — those are skill-specific, not platform-wide.

Domain-Specific Failure Modes

These domain-specific anti-patterns coexist with the ### Guardrails subsection above (platform-wide generic guardrails) and the ## Reversibility Scope opt-out (this skill does not produce decision-class outputs). Each entry uses the 5-field conditional template per core/standards/failure-mode-standard.md. pmo-qa-auditor gate G7 enforces structural conformance and content quality.

Carry-forward item dropped without closure evidence — INPUT

• Signature (observable signal): A blocker (BLK-###), action, or decision is dropped from the carry-forward section of today's daily status update, with no evidence (transcript reference, Jira status change, person confirmation) supporting closure — the item simply does not appear.
• Conditional: do NOT close a carry-forward item without naming the closure evidence when the item appeared in yesterday's update and is not in today's update, because items leaving carry-forward without evidence is the most common silent-loss failure for daily-status output and re-surfaces a week later as "what happened to BLK-007?"
• Root cause: Carry-forward items become stale and the agent drops them under the impression they are no longer relevant rather than verifying closure with evidence. Stale ≠ closed; the agent collapses the distinction under output-pressure.
• Mitigation: Every item that exits carry-forward between two updates must cite closure evidence: "BLK-007 closed (transcript 2026-04-18 14:22 — J. Smith confirmed deploy succeeded)." If no evidence is available, the item stays in carry-forward until evidence appears, or moves to the deferred-items section with explicit reason. Stale items are never silently dropped.
• Principal response vs. junior response: Principal keeps BLK-007 in carry-forward with "no closure evidence — confirm in PM session" or moves it to deferred with explicit reason. Junior drops it from today's update; the team thinks it's resolved; it resurfaces a week later as a forgotten blocker.

Teams-ready update over the 40-line limit padded with status theater — OUT

• Signature (observable signal): A Teams-ready AM/PM update exceeds 40 lines, with the additional content being recap framing, instructional preamble, or restated context that does not add a blocker / action / decision / retest item to the carry-forward state.
• Conditional: do NOT exceed 40 lines on a Teams-ready update when the additional content is recap or framing rather than carry-forward state, because long Teams messages are skipped by readers and the carry-forward signal is lost in the framing — defeating the purpose of the daily-status output.
• Root cause: The 40-line limit feels arbitrary; under perceived pressure to "give context," the agent pads the update with framing or restated decisions that the team already saw — adding length without adding signal.
• Mitigation: The Teams-ready output is the carry-forward state plus the day's deltas — nothing else. Recap of yesterday belongs in the Daily Status Log (which the agent appends to), not in the Teams message. When the update would exceed 40 lines, drop framing/recap before dropping carry-forward content. The Daily Status Log receives the full record; the Teams message receives only what the team needs to act on.
• Principal response vs. junior response: Principal ships a 28-line update with the carry-forward state and deltas, and the team reads the whole thing. Junior ships a 60-line update with a 12-line recap section, and the team's eyes glaze past the blockers — the actual signal lost in the noise.

Internal tracking IDs leaked into Teams-ready output — OUT

• Signature (observable signal): A Teams-ready AM/PM update contains internal tracking IDs (MTG-##, MSG-##, TR-###, RAID prefixes like R-PPM-###) in the message body, instead of descriptive names ("Reservation Clearing & Unwinding session" not "MTG-01").
• Conditional: do NOT include internal tracking IDs in a Teams-ready update when descriptive names are available in the source trackers, because internal IDs mean nothing to Teams recipients and signal a lack of audience calibration to a non-PMO channel where developers, business stakeholders, and vendor contacts read the message.
• Root cause: Internal IDs are the convenient reference in trackers; copying them through to Teams without translation is the path of least resistance, especially when the tracker source uses IDs throughout.
• Mitigation: Run an ID-strip pass before saving to 08-Generated/. Replace MTG-## with the meeting name, MSG-## with the message subject, TR-### with the meeting/date reference, R-PPM-### with the risk description. IDs stay only in the Daily Status Log (the working document the agent appends to), never in the Teams message body.
• Principal response vs. junior response: Principal strips IDs and the Teams message reads naturally to non-PMO members ("Reservation Clearing & Unwinding session follow-up needed by Friday"). Junior ships "MTG-01: Reservation Clearing & Unwinding" and the dev who joined the channel last week asks "what's MTG-01?" — derailing the channel into an unrelated explanation thread.

Daily Status Log appended before the posting-confirmation gate — PROC

• Signature (observable signal): Today's AM/PM update appears in the Daily Status Log under the date header, but the session shows no user confirmation that the update was posted to Teams — the append ran at generation time instead of after the Post-Generation confirmation prompt.
• Conditional: do NOT append a generated update to the Daily Status Log when the user has not yet confirmed the Teams post, because the Log records what was actually posted — a pre-confirmation append plants a phantom update that the next generation run reads as "yesterday's update" for carry-forward comparison, corrupting every downstream delta.
• Root cause: The Log append is an auto-write (operational tracker, no approval gate), and the agent conflates "no approval needed for the write" with "no ordering constraint on the write" — collapsing the three-step Post-Generation sequence (save → prompt → append after confirmation) into one pass to feel complete.
• Mitigation: Honor the Post-Generation Actions order: (1) save to 08-Generated/, (2) prompt for posting, (3) append to the Daily Status Log and update the Open Meetings Tracker only after the user confirms the post. If the user never confirms, the update stays in 08-Generated/ only; regenerate or discard at the next run — never backfill the Log with an unposted update.
• Principal response vs. junior response: Principal saves to 08-Generated/, prompts, and appends only on confirmation — if the user edits the message before posting, the Log captures the posted version. Junior appends at generation time; the user never posts (or posts an edited version); tomorrow's AM update carries forward deltas against a message the team never saw.

Executive or weekly status generated through the daily AM/PM framework — TRIG

• Signature (observable signal): A request naming a leadership audience or a weekly/portfolio time-grain ("status for [exec]", "how did the week land", SteerCo prep) is fulfilled by generating an AM/PM-format update from the Daily Status Update Framework — team-channel register, emoji headers, @mentions, 40-line carry-forward shape — instead of routing to weekly-status-rollup or comms-writer Type 4.
• Conditional: do NOT generate a leadership-audience or weekly-grain status through the Daily Status Update Framework when the request names an executive audience or a week/portfolio scope, because the AM/PM templates are calibrated to the project Teams channel at daily grain — weekly-status-rollup owns the cross-project executive roll-up (with PORTFOLIO.md write-back) and comms-writer Type 4 owns one-off exec framing, and a daily-format update sent upward reads as unfiltered team noise to a leadership reader.
• Root cause: "Status" phrasing triggers this skill regardless of audience or grain; the Framework is loaded and applied mechanically, and the skill's narrow formatting role means it does not naturally stop to ask who the reader is.
• Mitigation: Before reading the Framework, confirm the request is daily-grain and team-channel: an AM/PM/EOD/daily-connect ask for the project channel → proceed; a weekly, portfolio, SteerCo, or named-executive ask → name weekly-status-rollup (weekly/portfolio) or comms-writer Type 4 (one-off exec brief) and route. The routing sentence costs less than an executive reading emoji section headers.
• Principal response vs. junior response: Principal routes the SteerCo ask to weekly-status-rollup and notes that today's carry-forward state is available as its input. Junior generates a 38-line emoji-headed AM update, the operator forwards it to the COO under deadline pressure, and the milestone-level framing leadership needed is absent.

AM/PM generation invoked outside the framework's phase and lifecycle envelope — TRIG

• Signature (observable signal): "Generate the AM update" is honored during a project phase whose cadence is not AM/PM — Cutover, where the Phase Adaptation table specifies per-milestone updates — or for a project whose lifecycle state is CLOSED (read-only, no operational processing), producing an update format the phase table says does not exist for this context.
• Conditional: do NOT generate an AM/PM-format update when PROJECT.md shows the project in Cutover (per-milestone cadence) or in CLOSED state, because the Phase Adaptation table replaces AM/PM with per-milestone updates during Cutover and the project lifecycle state (PROJECT.md, per the platform Project Lifecycle table) ends operational processing at CLOSED — honoring the trigger phrase literally produces a status artifact for a cadence or a project that no longer exists.
• Root cause: The trigger phrase carries the format ("AM update"), so the format decision feels pre-made by the user; the Inputs step reads PROJECT.md for people and dates, but the phase-to-cadence consequence is easy to skip when the user already named the output format.
• Mitigation: Treat the Phase Adaptation table as a gate, not styling guidance: read the PROJECT.md phase and state first; in Cutover, offer the per-milestone update the Framework actually defines; on a CLOSED project, decline operational generation and point to the closure summary. Name the substitution explicitly ("Cutover cadence is per-milestone — generating the milestone update instead").
• Principal response vs. junior response: Principal reads phase first and produces the per-milestone update with a one-line note on why. Junior produces a UAT-shaped AM update during cutover week; the team gets a retest-queue section while milestone go/no-go status — the only thing that matters that week — is missing.

Daily Connect Prep generated over unprocessed Communications Tracker entries — HAND

• Signature (observable signal): A Daily Connect Prep output is generated and saved to 08-Generated/ while the Communications Tracker read (input 5) shows ACTIVE-tier MSG entries newer than the last processed update — pending actionable comms or awaiting-response items no ppm-agent run has triaged into carry-forward state — and the prep output neither reflects them nor flags their existence.
• Conditional: do NOT generate a silent Daily Connect Prep when the Communications Tracker contains ACTIVE-tier entries newer than the last processed update that have not been triaged into carry-forward state, because this skill formats current state rather than analyzing artifacts — untriaged messages may carry blockers or decisions the team walks into the Daily Connect without, and the triage that resolves them belongs to ppm-agent (the tracker's lifecycle manager), not to a formatting pass.
• Root cause: The prep template sources "messages sent since the last update," which reads as a mechanical filter; the distinction between "include the new entries in the prep" and "the new entries were never processed into project state" is easy to collapse when the goal is producing the prep file. Crossing the boundary the other way — self-triaging the messages — also feels like push-to-resolve, but strategic triage is explicitly outside this skill's role.
• Mitigation: Compare Communications Tracker entry timestamps and lifecycle tier against the Daily Status Log's last update. When untriaged ACTIVE entries exist, render the prep WITH a prep-note placed outside the Teams-ready body (it is PMO-internal routing, not channel content, and the ID-strip rule still governs the Teams-ready block): "⚠️ N unprocessed Communications Tracker entries since the AM update — recommend ppm-agent processing before the Daily Connect," listing the affected messages by descriptive subject. Do not self-triage the messages into blockers or decisions, and do not silently omit them.
• Principal response vs. junior response: Principal ships the prep with the unprocessed-entries note and the one-line route to ppm-agent, so the TPM either processes them or walks in knowing the prep's blind spot. Junior either ships the prep silently (the team discovers the missed escalation mid-meeting) or plays PPM Agent and triages the messages inline — producing strategic judgments a formatting skill was never specified to make.

RAG color assigned by judgment when variance inputs are available — PROC

• Signature (observable signal): A daily status update asserts a schedule RAG color (🟢 / 🟡 / 🔴) by feel — "looking green," "we're in good shape" — when PROJECT.md carries a milestone baseline from which the Schedule Performance Index (SPI) is computable, and the computed band is not cited in the status line.
• Conditional: do NOT assign a RAG color by judgment when the variance inputs are available — compute it from SPI per the metric-registry SPI-row band and cite the threshold, because a by-feel green over a measurably-behind milestone is exactly the "watermelon" green-over-red reporting failure this discipline exists to foreclose; the color must trace to the formula, not to optimism.
• Root cause: A schedule color is the fastest line to fill from a verbal read of the day, and the SPI computation feels like extra work when a milestone "feels" on track — so the agent reaches for a feel-based color and skips reading the baseline the registry's SPI row already names as PROJECT.md-sourced (milestone %-complete + plan baseline).
• Mitigation: When a milestone baseline is readable, compute SPI (= earned ÷ planned; "X% behind" ⇒ 1 − X/100), band it per the metric-registry SPI row (referenced by role — read the live band, restate no numbers), report the color with the band cited, and report the registry's WHEN…THEN… rule as the registry's rule (surfacing, not a first-person recommendation — per ## RAG, Variance & Buffer Status). When no baseline exists, emit milestone variance: not computable — no schedule baseline and flag the gap — never fabricate a green on absent input.
• Principal response vs. junior response: Principal computes SPI 0.92 on a milestone 8% behind, reports "milestone variance 🟡 YELLOW (band 0.85 ≤ SPI < 0.95 per metric-registry SPI row) — registry rule: watch milestone, flag at next status," and the color matches reality. Junior writes "schedule 🟢 — on track," the milestone is measurably behind, and the watermelon surfaces a week later when the slip can no longer be hidden.

Heartbeat reports a stale run-record as the current run — INPUT

• Signature (observable signal): The Ambient Sweep Digest heartbeat shows a sweep as ✅ RAN-OK with yesterday's (or older) finished_at, because the reader took the latest line of the run-log as "the current run" without checking it against the expected-cadence window — so a sweep that has not fired since yesterday renders as healthy.
• Conditional: do NOT render a heartbeat as RAN-OK from the latest run-record alone when that record's finished_at predates the sweep's expected-cadence window, because a sweep that silently stopped firing leaves its last (successful) record as the newest line — reading "latest line = current run" masks the exact did-not-run failure the heartbeat exists to expose.
• Root cause: The run-log is append-only and the latest line is the natural "current state" read; the staleness comparison (latest finished_at vs. the registered cadence) is an extra step that feels redundant when a record is present and its status is ok. Presence of a record is conflated with freshness of a record.
• Mitigation: Compute the heartbeat state in two steps: first compare the latest run_id / finished_at against the sweep's registered cadence window — if stale, render ⛔ DID-NOT-RUN (MISSED) regardless of the stale record's status; only if fresh, read status / empty to pick RAN-OK / RAN-EMPTY / RAN-ERROR. Never let a present-but-old status: ok record render as the current run.
• Principal response vs. junior response: Principal renders "intake sweep ⛔ MISSED — last ran 2026-06-18 09:02, expected daily" and the operator chases the stalled scheduler. Junior renders "intake sweep ✅ last ran 2026-06-18" with no freshness check; the operator reads it as green, the sweep has been dead for two days, and the unprocessed inbox surfaces a week later.

Ran-empty sweep rendered as a failure (or as a silence) — PROC

• Signature (observable signal): A sweep whose latest record is status: ok with empty: true is rendered either as an error/warning (treating "found nothing" as a fault) or is omitted from the digest entirely (treating "nothing to report" as "nothing to render") — both collapse the three valid states (RAN-OK / RAN-EMPTY / DID-NOT-RUN) into a binary.
• Conditional: do NOT render a sweep with empty: true as an error or omit it from the heartbeat when its status is ok, because empty is the deliberate "ran and found zero work" signal that proves the sweep is alive — dropping or red-flagging it destroys the very distinction (ran-empty vs. did-not-run) the heartbeat was built to carry.
• Root cause: "Empty" reads as "nothing happened," and nothing-happened reads as either a problem or a non-event; the empty flag's role as a positive liveness signal (the sweep fired, the inbox/external state was simply quiet) is easy to miss when the rendering logic optimizes for "show me what changed."
• Mitigation: Render empty: true + status: ok as its own explicit ◽ RAN-EMPTY state ("intake sweep ◽ ran 09:01 — no new files"), distinct from both RAN-ERROR and DID-NOT-RUN. The heartbeat always shows every configured sweep, including the quiet ones — absence from the heartbeat means "not configured," never "ran empty."
• Principal response vs. junior response: Principal shows the quiet sweep as RAN-EMPTY so the operator sees it fired and stayed quiet by design. Junior hides the empty sweep ("nothing to show"); the operator cannot tell the difference between a healthy-but-quiet sweep and a dead one, and the heartbeat's anti-silent- failure guarantee is silently defeated.

Held proposals dropped from the roll-up at the automation ceiling — HAND

• Signature (observable signal): The digest renders the intake/reconciliation summary (what the sweeps did) but omits the ### Held for your approval queue, or renders proposals_held: 0 when the run-records carry held items — so actions the sweeps proposed-but-held at the automation_level ceiling never reach the operator, and the held queue grows invisibly.
• Conditional: do NOT render the sweep digest without the held-proposals queue when any run-record carries proposals_held > 0, because held proposals are the Tier-1 surface-for-approval items the operator must act on — dropping them from the roll-up means the sweep's clamped-back actions stall forever with no one prompted to approve them, the opposite of the dial's "brief me then I decide" contract.
• Root cause: The "what the sweeps did" rollup (executed actions) is the satisfying, concrete part of the digest; the "what the sweeps held" queue (un-executed proposals) is easy to treat as secondary and drop under the under-40-line pressure, especially since held items did not change any state. The surface-for- approval obligation (autonomy-tiers Tier-1) is collapsed into "only report what happened."
• Mitigation: The held-proposals subsection is mandatory whenever any read run-record has proposals_held > 0 — render it with each held action attributed to its sweep and its disposition ("held at recommend" vs. "held — never auto"). When dropping content to fit the length budget, drop rollup detail before dropping the held queue; the held queue is the operator's action list, the rollup is context. Surface the held count even when detail is trimmed ("4 actions held for approval — see Daily Status Log").
• Principal response vs. junior response: Principal renders "4 actions held for your approval: 2 tracker reconciliations (held at recommend), 1 RAID close (held — never auto), 1 register write" and the operator clears the queue. Junior renders the rollup and trims the held queue as "secondary"; the held proposals pile up across days, and the ambient automation's whole point — surface for one- click approval — is quietly lost.

Multi-Project Support

When multiple projects are active (per PORTFOLIO.md):

• Generate status updates per-project (not combined)
• Each project uses its own Framework, trackers, and templates
• If the user says "generate all daily updates," process each project in sequence
• Present all outputs together for review before posting