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Supporting Materials Preparation Process ​

Overview ​

This skill guides the preparation of five key supporting documents for project application:

  1. Project Charter Summary (项目章程摘要)
  2. Business Case Summary (商业论证摘要)
  3. Technical Feasibility Statement (技术可行性说明)
  4. Functional Requirements List (功能清单)
  5. Project Presentation PPT (立项汇报PPT)

When to Invoke ​

Invoke this skill when:

  • User needs to prepare supporting materials for project application
  • User asks for help with project charter summary
  • User needs to create business case summary
  • User needs technical feasibility documentation
  • User needs functional requirements list
  • User needs project presentation materials

Input Documents Required ​

Before starting, ensure these documents are available:

  • Project Charter (SYS-PI-PC-000)
  • Business Case Summary Report (SYS-PI-BC-014)
  • Project Application Report (SYS-PI-PA-002)
  • Technical Solution Document

Process Steps ​

Step 1: Create Project Charter Summary ​

Document: SYS-PI-PA-004 Owner: Project Manager Time: 0.5 days

Key Sections:

  1. Project Basic Information

    • Project Name: System System Basic Platform Project
    • Project Code: SYS-2026-001
    • Project Type: System Construction

  2. Project Objectives

    • Overall Goal: Build unified basic platform
    • 5 Specific Objectives with measurable KPIs
    • Priority levels (P0/P1/P2)

  3. Project Scope

    • Included: 5 modules
    • Excluded: Mobile app, hardware, etc.

  4. Key Milestones

    • 6 milestones with dates
    • Corresponding deliverables

  5. Project Organization

    • Project Sponsor: VP Wu
    • Project Manager: Manager Zhang
    • Core team members

  6. Investment Budget

    • Total: 4.6992 million RMB
    • Cost breakdown: Development/Operation/Other

Completion Criteria:

  • [ ] All project information accurate
  • [ ] Objectives measurable
  • [ ] Scope clearly defined
  • [ ] Budget data accurate

Step 2: Create Business Case Summary ​

Document: SYS-PI-PA-005 Owner: Product Manager Time: 0.5 days

Key Sections:

  1. Investment Recommendation

    • Recommendation: Strongly recommended
    • Core basis: 4 key indicators

  2. Financial Indicators Summary

    • ROI: 231.9%
    • NPV: 6.2399M RMB
    • IRR: 60.3%
    • Payback Period: 11 months

  3. Investment Benefit Analysis

    • Investment Cost: 4.6992M
    • Expected Benefit: 15.5961M
    • Net Benefit: 10.8969M

  4. Risk Assessment Summary

    • Main risks identified
    • Risk level assessment
    • Response measures

  5. Scenario Analysis

    • Optimistic/Baseline/Conservative scenarios
    • Probability-weighted expectations

Completion Criteria:

  • [ ] Indicators complete
  • [ ] Data accurate
  • [ ] Analysis comprehensive
  • [ ] Conclusions reasonable

Step 3: Create Technical Feasibility Statement ​

Document: SYS-PI-PA-006 Owner: Technical Lead Time: 0.5 days

Key Sections:

  1. Technical Architecture Description

    • Four-layer architecture
    • Core technology stack
    • Key technology selection

  2. Technical Feasibility Analysis

    • Technology maturity assessment
    • Technical difficulty analysis
    • Feasibility conclusion

  3. Technical Risk Assessment

    • Risk identification
    • Risk level assessment
    • Response measures

  4. Technical Support Measures

    • Technical team configuration
    • Technical resource support
    • Technical support mechanism

  5. Technical Verification

    • Prototype verification results
    • Performance test results

Completion Criteria:

  • [ ] Architecture clear
  • [ ] Technology selection reasonable
  • [ ] Analysis thorough
  • [ ] Conclusion clear

Step 4: Create Functional Requirements List ​

Document: SYS-PI-PA-012 Owner: Product Manager Time: 0.5 days

Key Sections:

  1. Functional Requirements List

    • User Center Module (8 functions)
    • Permission Management Module (6 functions)
    • Organization Structure Module (5 functions)
    • Data Dictionary Module (4 functions)
    • System Monitoring Module (4 functions)

  2. Functional Priority

    • P0 Functions: 12
    • P1 Functions: 14
    • P2 Functions: 6

  3. Non-functional Requirements

    • Performance requirements
    • Security requirements
    • Availability requirements
    • Scalability requirements
    • Maintainability requirements

  4. Acceptance Criteria

    • P0 function acceptance criteria
    • P1 function acceptance criteria
    • P2 function acceptance criteria

Completion Criteria:

  • [ ] Functions complete
  • [ ] Description clear
  • [ ] Priority reasonable
  • [ ] Criteria measurable

Step 5: Create Project Presentation PPT ​

Document: SYS-PI-PA-011 Owner: Project Manager Time: 1 day

Key Sections:

  1. Cover Page

    • Project name
    • Presentation title
    • Presenter and date

  2. Agenda

    • 7 main sections

  3. Project Background

    • Current challenges
    • Business impact

  4. Project Necessity

    • Business requirements
    • Technical requirements
    • Strategic requirements

  5. Project Objectives

    • Overall goal
    • 5 specific objectives

  6. Project Scope

    • Included scope
    • Excluded scope

  7. Technical Architecture

    • Four-layer architecture diagram

  8. Core Technology Stack

    • Frontend technologies
    • Backend technologies
    • Data technologies

  9. Implementation Plan

    • Project timeline
    • 6 milestones

  10. Team Configuration

    • 10 team members
    • Role distribution

  11. Investment Budget

    • Total investment
    • Annual distribution

  12. Expected Benefits

    • 3-year total benefits
    • Financial indicators

  13. Risk Analysis

    • Main risks
    • Response measures

  14. Conclusions and Recommendations

    • Feasibility conclusion
    • Investment recommendation
    • Implementation suggestions

  15. Thank You Page

Attachments:

  • Detailed financial analysis
  • Technical solution details
  • Implementation plan details

Completion Criteria:

  • [ ] Structure complete
  • [ ] Content accurate
  • [ ] Key points highlighted
  • [ ] Attachments complete

Output Documents ​

No.Document NameDocument CodeOwnerStatus
1Project Charter SummarySYS-PI-PA-004Project Manager⏳ Pending
2Business Case SummarySYS-PI-PA-005Product Manager⏳ Pending
3Technical Feasibility StatementSYS-PI-PA-006Technical Lead⏳ Pending
4Functional Requirements ListSYS-PI-PA-012Product Manager⏳ Pending
5Project Presentation PPTSYS-PI-PA-011Project Manager⏳ Pending

Document Standards ​

Format Requirements ​

  • All documents use Markdown format
  • Document codes follow SYS-PI-PA-XXX rule
  • Documents must be reviewed and signed

Review Process ​

  1. Self-check by author
  2. Review by responsible person
  3. Issue fixing
  4. Final confirmation and signature

Time Requirements ​

TaskTime Required
Project Charter Summary0.5 work days
Business Case Summary0.5 work days
Technical Feasibility Statement0.5 work days
Functional Requirements List0.5 work days
Project Presentation PPT1 work day
Total3 work days

Review Checklist ​

Before marking complete, verify:

  • [ ] All five documents created
  • [ ] All documents reviewed and approved
  • [ ] Document codes correct
  • [ ] Signatures complete
  • [ ] Files saved to correct location

Common Issues ​

  1. Inconsistent Data: Ensure data matches source documents
  2. Missing Signatures: Don't forget approval signatures
  3. Wrong Document Codes: Follow SYS-PI-PA-XXX format
  4. Incomplete Content: Check all required sections are filled

References ​

  • Project Charter: SYS-PI-PC-000
  • Business Case Summary: SYS-PI-BC-014
  • Project Application Report: SYS-PI-PA-002
  • Process Standard: supporting-materials-process.md

Backup Location: 03-skills/supporting-materials-skill.mdOriginal Location: .trae/skills/supporting-materials-process/SKILL.mdCreated: 2026-03-13 Version: 1.0

Released under the MIT License.

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