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Archive Strategy

🔵 Stable🕐 updated 2026-07-19 🔷 SkillSpec L3 pm-cowork

Design the archive layer that keeps current workspaces lean without losing history — what moves, when, to where, findable-by-search, with the project-close ritual that makes archiving automatic instead of aspirational. Use when asked set up an archiving system, our workspace is drowning in old projects, when should things get archived, or make history findable without cluttering today. Produces the archive triggers, the destination structure, the findability rules, and the close-out ritual.

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What to give it

The workspace(s) — drive, project tool, wiki, or all three; each gets the same triggers, platform-appropriate mechanics
The natural endings — what "closed" looks like here (shipped, signed-off, renewed, year-end); triggers attach to real events the team already recognizes
The retrieval reality — how often archived material actually gets fetched, and by whom; findability effort scales to real demand, not imagined
Retention constraints — anything with keep-periods or destruction dates ([document-retention-map](../document-retention-map/SKILL.md) rules ride along into the archive)

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

Every trigger names a real event and a mover
The archive mirrors original paths under a year layer
Retrieval is search + skeleton index — no archive taxonomy project
The ritual is attached to an existing close process with an owner
The current workspace visibly shrank — the strategy's actual success metric

⚠️ What it refuses to do

Do not archive by mood — triggerless archiving is a euphemism for never
Do not flatten paths into a dump — provenance is findability
Do not reorganize while archiving — the move is a move; improving history is a separate (usually skippable) project
Do not build archive taxonomy — search plus ten index lines outperforms it at 5% of the cost
Do not let archives exempt themselves from retention rules — destruction dates ride along with the files

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

Related skills

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💬 Discussion

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