Catalogue › Programme Management

Programme Management

Use it in Copilot Cowork: download the Programme Management plugin for Copilot Cowork and upload it in Cowork under Customize > Plugins > Upload plugin. How to install.

Running a CRM project: charter and business case, delivery plan, RAID log, governance cadence, statements of work with partners, and go/no-go decisions.

Layer Delivery

Lead role modelled Project Manager and PMO

Subject lead Robert Peledie

Agent charter .claude/agents/programme-management.md

Install

Claude Code:

/plugin marketplace add SimonFoote-greensparx/d365forge
/plugin install programme-management@d365forge

ChatGPT and Codex: add this repository as a plugin marketplace, or copy this folder into .agents/skills/ in your project.

Skills

Skill What it covers Status

programme-management:delivery-plan Builds the phased delivery plan for a Dynamics 365 CE programme, aligned to the Success by Design stages and the two Microsoft release waves a year, with sprints, milestones, exit criteria, test cycles and cutover windows. Use when planning phases and dates, sequencing modules, or checking whether a partner plan is realistic. reviewed

programme-management:go-no-go Defines the go/no-go criteria, evidence and decision procedure for a Dynamics 365 CE go-live, covering test exit, data reconciliation, cutover and rollback rehearsal, training coverage, support readiness and open reviewer findings. Use when preparing the go-live decision, writing readiness criteria, or when a go-live date is under pressure. reviewed

programme-management:governance-cadence Designs the governance rhythm for a Dynamics 365 CE programme, covering steering committee, design authority, change control and team ceremonies, with terms of reference, decision rights and escalation scaled from SMB to enterprise. Use when setting up governance, when decisions stall, or when changes are bypassing control. reviewed

programme-management:project-charter Drafts the project charter and business case for a Dynamics 365 CE programme, tying scope, sponsorship, budget and modules to measurable business outcomes with baselines and owners. Use when starting a CRM programme, seeking funding approval, restating the case after a major scope change, or when nobody can say what success looks like. reviewed

programme-management:raid-log Sets up and runs the risks, assumptions, issues and dependencies log for a Dynamics 365 CE programme, seeded with CRM-typical risks such as data quality, integration, key-user availability and licensing, with owners, scoring and escalation. Use when starting the log, preparing for steering, or deciding whether to escalate a risk. reviewed

programme-management:statement-of-work Structures a statement of work with a Dynamics 365 CE implementation partner, weighing fixed price against time and materials and defining deliverables, customer obligations, acceptance and change requests. Use when reviewing a partner proposal, drafting an SOW, or handling a disputed change request. Not legal advice. reviewed

Skill	What it covers	Status
`programme-management:delivery-plan`	Builds the phased delivery plan for a Dynamics 365 CE programme, aligned to the Success by Design stages and the two Microsoft release waves a year, with sprints, milestones, exit criteria, test cycles and cutover windows. Use when planning phases and dates, sequencing modules, or checking whether a partner plan is realistic.	reviewed
`programme-management:go-no-go`	Defines the go/no-go criteria, evidence and decision procedure for a Dynamics 365 CE go-live, covering test exit, data reconciliation, cutover and rollback rehearsal, training coverage, support readiness and open reviewer findings. Use when preparing the go-live decision, writing readiness criteria, or when a go-live date is under pressure.	reviewed
`programme-management:governance-cadence`	Designs the governance rhythm for a Dynamics 365 CE programme, covering steering committee, design authority, change control and team ceremonies, with terms of reference, decision rights and escalation scaled from SMB to enterprise. Use when setting up governance, when decisions stall, or when changes are bypassing control.	reviewed
`programme-management:project-charter`	Drafts the project charter and business case for a Dynamics 365 CE programme, tying scope, sponsorship, budget and modules to measurable business outcomes with baselines and owners. Use when starting a CRM programme, seeking funding approval, restating the case after a major scope change, or when nobody can say what success looks like.	reviewed
`programme-management:raid-log`	Sets up and runs the risks, assumptions, issues and dependencies log for a Dynamics 365 CE programme, seeded with CRM-typical risks such as data quality, integration, key-user availability and licensing, with owners, scoring and escalation. Use when starting the log, preparing for steering, or deciding whether to escalate a risk.	reviewed
`programme-management:statement-of-work`	Structures a statement of work with a Dynamics 365 CE implementation partner, weighing fixed price against time and materials and defining deliverables, customer obligations, acceptance and change requests. Use when reviewing a partner proposal, drafting an SOW, or handling a disputed change request. Not legal advice.	reviewed

Credit and licence

Created by Simon Foote and Robert Peledie as part of D365Forge. The skills are licensed under CC BY 4.0: use them freely, including commercially, and credit Simon Foote and Robert Peledie when you share or adapt them. NOTICE.md gives the wording.