Quick Start Guide: Launch Case-Based PM in 30 Days

Overview

Time Commitment: 30 days
Audience: Knowledge workers, project managers, team leads
Outcome: Operational case management with PM-Agent and artifact pipeline

Prerequisites

• Team familiar with basic project management
• SEA™ Forge environment configured
• 4-8 hours/week team availability
• Executive sponsor committed

30-Day Roadmap

Week 1: CMMN Foundations (Days 1-7)

Day 1-2: CMMN Training

• Review Handbook §1
• Understand: Case, Stage, Task, Sentry, Milestone
• Exercise: Map current project to CMMN primitives

Day 3-4: Select Case Template

• Review Patterns/ for your work type
• Choose: Research, Development, Consulting, or Creative
• Customize stages for your domain

Day 5-7: Create First Case

• Define desired outcome
• Identify initial stages
• Configure entry/exit sentries
• Assign CaseMembers

Deliverables:

• Team trained on CMMN
• Template selected and customized
• First case created

Week 2: Artifact Pipeline (Days 8-14)

Day 8-10: Define Artifact Types

• Map work products to four stages:
  • Cognitive: Notes, sketches
  • Intellectual: Specs, analyses
  • Product: Deliverables
  • Capital: Reusable assets

Day 11-12: Configure TransitionTokens

• Enable automatic token generation
• Verify IFL logging
• Test provenance queries

Day 13-14: Establish Exchange Rates

• Define capital valuation criteria
• Set approval thresholds
• Document conversion policies

Deliverables:

• Artifact types defined
• TransitionTokens generating
• Exchange Rate Policy documented

Week 3: PM-Agent Integration (Days 15-21)

Day 15-17: Configure PM-Agent

• Set up Knowledge Base context
• Define task assignment rules
• Configure sentry evaluation logic

Day 18-19: Test Orchestration

• Create discretionary tasks
• Verify PM-Agent assignment
• Review task routing

Day 20-21: Refine Rules

• Adjust assignment logic based on tests
• Add domain-specific sentries
• Document PM-Agent configuration

Deliverables:

• PM-Agent configured
• Task assignment working
• Sentries evaluating correctly

Week 4: Launch and Iterate (Days 22-30)

Day 22-24: Pilot Case Execution

• Run first case end-to-end
• Track stage progressions
• Monitor artifact pipeline
• Document lessons learned

Day 25-27: Team Retrospective

• What worked well?
• What needs adjustment?
• Sentry refinements needed?
• PM-Agent improvements?

Day 28-30: Scale Planning

• Create additional case templates
• Train additional team members
• Plan next 5 cases
• Establish success metrics

Deliverables:

• Pilot case completed
• Retrospective documented
• Scale plan created

Success Metrics

Common Pitfalls

Pitfall: Treating Cases Like Waterfall

Solution: Embrace discretionary tasks; not everything needs to be planned upfront

Pitfall: Skipping Artifact Stages

Solution: Enforce TransitionToken requirement; no teleportation

Pitfall: Manual PM Override

Solution: Trust PM-Agent for routine tasks; humans focus on judgment

Pitfall: Ignoring Sentries

Solution: Make sentries explicit and testable; they’re your quality gates

Next Steps After 30 Days

Months 2-3:

• Roll out to additional teams
• Create domain-specific templates
• Refine PM-Agent rules

Months 4-6:

• Measure artifact reuse rates
• Calculate Intellectual Capital value
• Cross-team knowledge sharing

Ongoing:

• Quarterly template reviews
• PM-Agent optimization
• Capital portfolio management