arthai-marketplace

/engagement-tracker

Track consulting engagement progress and milestones.

Synopsis

/engagement-tracker <client-name> <--action status|update|milestone>

When to use it

What is RAG? RAG (Red/Amber/Green status indicator) tracks engagement health across five dimensions: schedule, scope, resources, quality, and stakeholder. Each dimension rates as Red (blocked/at risk), Amber (issues in progress), or Green (on track). The overall engagement RAG is the worst status across all dimensions.

Quickstart

/engagement-tracker acme-corp

What you’ll see: an ASCII dashboard, per-phase progress bars and milestone checklists, overall progress, key metrics (days elapsed, on-track yes/no), a RAG summary across schedule/scope/resources/quality/stakeholder, blockers, and next actions, also written to tracking/status.md.

Examples

/engagement-tracker acme-corp                       # default action: status dashboard
/engagement-tracker acme-corp --action status       # same, explicit
/engagement-tracker acme-corp --action update       # add a dated progress log entry
/engagement-tracker acme-corp --action milestone    # mark a milestone complete (e.g. "D3")

Arguments & flags

Flag Values Default What it does
--action status update milestone status Dashboard, dated log entry, or milestone completion
--date YYYY-MM-DD today Backdate milestone completion to a past date (milestone action only)

What it does

  1. Loads engagement state, reads clients/<client-name>/engagement.json. On first run it creates the file with four tracked phases (Discovery & Assessment, Analysis & Strategy, Solution Design, Deliverable Creation), each with predefined milestones (locked phase structure; you cannot create custom phases or milestones, but you can edit milestone names in engagement.json directly if needed). User-confirmation checkpoint: when creating fresh, it prompts you for the start date and target end date.
  2. status, renders the full ASCII dashboard: progress bars per phase, milestone checklists with completion dates, overall progress, key metrics computed from the dates (time used %, on-track), the five-dimension RAG summary (overall RAG = worst dimension), blockers and risks, next actions, and recent updates. Written to tracking/status.md and shown in the terminal. Important: RAG ratings default to GREEN, you must update them with justifications during status updates to avoid all-green dashboards.
  3. update, user-confirmation checkpoint: prompts for the update details (or accepts them in the invocation), then appends a dated entry, activities completed, decisions, risks/issues, next steps, to tracking/updates.md, updates engagement.json (next actions, blockers, RAG ratings with justifications, phase progress), and regenerates the dashboard.
  4. milestone, displays the current milestone list with IDs, prompts you for the milestone ID to mark complete (or accepts it as a parameter), updates the milestone and recalculated phase progress in engagement.json, appends a completion entry to tracking/milestones.md, shows a confirmation box, and regenerates the dashboard. When all milestones in a phase complete, the phase automatically closes and advances to the next phase, you will see a notification confirming which phase is now active.

Updates and milestone entries are always appended, previous entries are never overwritten.

Output & artifacts

All under clients/<client-name>/:

Troubleshooting

Problem Fix
Dashboard looks stale Re-run --action status: the tracker also regenerates automatically when tracking/status.md is older than the latest update
Marked the wrong milestone Milestone status lives in engagement.json: ask to set that milestone back to pending and the progress recalculates
Completed a milestone last week, not today Use --date YYYY-MM-DD to backdate the completion
Everything shows GREEN by default RAG ratings must be justified: challenge unexplained greens; the quality checklist requires justification, not defaults