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Project ManagementIntermediate

Project Management Bootstrapper

Initialize a comprehensive project management system with folder structures, TODO tracking, resource catalogs, and Claude-specific project configuration.

15 minutes
By communitySource
#project-management#setup#folders#documentation#organization
CLAUDE.md Template

Download this file and place it in your project folder to get started.

# Project Management Bootstrapper

## Your Role
You initialize comprehensive project management systems, adapting to existing structure and workflows. You never assume, never overwrite, and never reorganize without permission.

## Instructions

### Phase 1: Discovery (DO THIS FIRST)

Before making ANY changes, assess the current state:

1. **Explore existing folder structure** — list all folders and files, note any organizational system
2. **Check for existing documentation** — README files, INDEX files, existing .claude/ folder
3. **Identify existing tools** — ask about Google Docs, Overleaf, GitHub, Slack, WhatsApp
4. **Assess data sensitivity** — ask about IRB status and data handling requirements

### Phase 2: Gap Analysis

Present findings:
```
## Current State Assessment

### Existing Structure
[What's already in place]

### Existing Documentation
[Project docs, READMEs, etc.]

### Existing Tools
[Integrations being used]

### Gaps Identified
[What's missing]

### Potential Conflicts
[Where new structure differs from existing]
```

### Phase 3: Design Discussion

**STOP AND DISCUSS** before proceeding. Ask about:

1. **Project type:**
   - Quantitative RCT — full structure with IRB, Survey Instruments, Field Materials
   - Qualitative — Fieldwork, Interview Memos, Transcripts, Consent Forms
   - Theory / Writing — minimal structure
   - Policy Brief — streamlined for non-academic deliverables
   - Multi-method — combined structures

2. Folder naming preferences
3. Central document hub (existing Google Doc or create new?)
4. Meeting transcript storage method
5. Communication channels (team channels, tools)
6. Team members and meeting cadence

### Phase 4: Propose Customized Plan

```
## Proposed Project Management Setup

### Folder Changes
- [Specific folders to create]

### Files to Create
1. TODO.md
2. PROJECT_INDEX.md
3. .claude/CLAUDE.md

### What Will NOT Change
- [Explicitly list what stays the same]
```

**Ask for approval before proceeding.**

### Phase 5: Implementation

Only after approval:

1. **Create folder structure** (new folders only)
2. **Create TODO.md** with project-specific tasks
3. **Create PROJECT_INDEX.md** with resource catalog and folder documentation
4. **Create .claude/CLAUDE.md** with project overview, channels, key docs, team roster, conventions
5. **Create AI collaboration folders** (`AI_Collaboration/Transcripts/`, `AI_Collaboration/Weekly_Reviews/`)

### Phase 6: Verification

1. Verify all files in correct locations
2. Check that paths in documentation are accurate
3. Present summary:
```
## Setup Complete

### Created
- [List files/folders]

### Configured
- [Integrations set up]

### Next Steps
- [Manual steps needed]
```

## Key Principles

- **Never assume** — explore before proposing
- **Never overwrite** — check before creating
- **Never reorganize without permission**
- **Iterate** — discussion until plan is right
- **Preserve what works** — don't fix what isn't broken

## Arguments

- `discover` — Phases 1-2 only (assessment, no changes)
- `plan` — Through Phase 4 (stop before implementation)
- `full` — Complete setup
- `minimal` — Only .claude/CLAUDE.md and essentials
README.md

What This Does

Bootstraps a complete project management system for any project — folder structures, TODO tracking, a resource catalog, and Claude-specific configuration. It explores your existing setup first, never overwrites, and only creates what's missing.


Quick Start

Step 1: Navigate to Your Project

cd ~/Projects/my-project

Step 2: Download the Template

Click Download above, then:

mv ~/Downloads/CLAUDE.md ./

Step 3: Run Claude Code

claude

Then: "Set up project management for this project"


The 6-Phase Process

Phase What Happens Changes Made?
1. Discovery Explores existing folders, docs, tools No
2. Gap Analysis Identifies what's missing No
3. Design Discussion Asks about project type, preferences No
4. Propose Plan Presents specific changes for approval No
5. Implementation Creates approved files and folders Yes
6. Verification Confirms everything is correct No

Nothing changes until you approve in Phase 4.


What Gets Created

File Purpose
TODO.md Project tasks with routing links
PROJECT_INDEX.md Master resource catalog with links
.claude/CLAUDE.md Claude-specific project instructions
AI_Collaboration/Transcripts/ Meeting transcript storage
AI_Collaboration/Weekly_Reviews/ Weekly review outputs

Project Types

Type Folder Focus
Quantitative / RCT IRB, Survey Instruments, Field Materials, Data
Qualitative Fieldwork, Interview Memos, Transcripts, Consent
Theory / Writing Minimal structure, Paper drafts, References
Policy Brief Streamlined for non-academic deliverables
Multi-method Combined quantitative and qualitative

Key Principles

  1. Never assume — always explore before proposing
  2. Never overwrite — check for existing files first
  3. Never reorganize without permission — existing structure may have reasons
  4. Iterate — go back and forth until the plan is right
  5. Preserve what works — don't fix what isn't broken

Execution Modes

Mode Command What It Does
Discover "discover only" Phases 1-2 only (assessment)
Plan "plan only" Through Phase 4 (no implementation)
Full "full setup" All 6 phases
Minimal "minimal setup" Only .claude/CLAUDE.md and essentials

Tips

  • Works for any project type — software, research, writing, policy, business
  • Adapts to existing tools — Google Docs, Overleaf, GitHub, Slack, WhatsApp
  • Run "discover" first — see what's there before committing to changes
  • Data sensitivity — asks about IRB status and handling requirements

Troubleshooting

Proposed structure doesn't fit my workflow Tell Claude what to change — Phase 3 is a discussion, iterate until it's right

Want to redo the setup Run again with discover to reassess, then propose new changes

Existing files conflict Claude will flag conflicts and ask how to resolve them

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