ER
Engagement Retro
🔵 Stable🕐 updated 2026-06-28
🔷 SkillSpec L3
pm-consulting
Run a close-out retrospective on a client engagement — capture lessons, results, and the renewal/referral path. Use when asked to wrap up a client project, run an engagement retro, write a project close-out, or plan the follow-on. Produces a close-out — outcomes vs. goals, what worked / what didn't, profitability/scope reality, a reusable lessons log, and the next-engagement or referral ask.
What to give it
▸The engagement — what it was, the original goals/SOW, and what was delivered.
▸The outcome — results vs. goals, and the client's apparent satisfaction.
▸The reality — scope changes, time vs. estimate, profitability (did the pricing hold?).
▸The relationship — is there follow-on work, a testimonial, or referral potential?
✅ 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.
✓Outcomes are assessed honestly against the original goals (not just "went well")
✓What-worked and what-didn't each yield a *specific* repeat/change action
✓Commercial reality is faced — actual vs. priced time, effective rate, scope eaten
✓Lessons are written to feed back into the process/proposal/SOW
✓Ends with concrete renewal, testimonial, and referral asks
⚠️ What it refuses to do
Do not skip the money question — "the client was happy" but you lost margin means change the pricing, not repeat it
Do not write vague lessons — "communicate better" isn't actionable; "add a weekly written status" is
Do not let the engagement end without asking for the testimonial/referral — now is the easiest it'll ever be
Do not bury scope creep — name what you ate so the next SOW prevents it
Do not treat the retro as internal-only — the client-facing close-out also sets up the renewal
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-mcpRelated skills
🔌 Embed this skill
Drop this on your blog, docs, or site — it renders a "Run this skill" card:
<div data-pm-skill="engagement-retro"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>💬 Discussion
Engagement Retro is one of 599 open-source professional AI agent skills — all SkillSpec L3.
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