ai-collaboration-reference-guide

Project Overview Template

Purpose: This template defines the structure for Project Overview - Current.md. The META chat uses this template to ensure format consistency when updating the working Project Overview document.

Usage: When updating Project Overview in META chat, Claude will reference this template to maintain consistent structure and formatting.


Project Overview - Current

[Date Last Updated: YYYY-MM-DD]


Project Status Summary

Current Phase: [Brief description of current phase/focus - 1-2 sentences]

Timeline Context: [Current date and where we are in overall project timeline]

Recent Major Developments: [1-3 bullet points of significant recent progress or changes]

Upcoming Milestones: [Next 1-3 key milestones with dates]


Active Chats & File Routing

HOME BASE CHAT

Chat Name: [Current Home Base chat name]

Purpose: Brainstorming, check-ins, exploratory thinking, learning discovery

Files to Reference:

Current Focus Areas:


WORK UNIT CHATS (Active)

[Category] - [Deliverable Name] - [Start Date] - Active

Purpose: [One sentence: what this chat is building/creating]

Files to Reference:

Current Status: [Brief update on progress]

Expected Completion: [Date or milestone]


[Category] - [Deliverable Name] - [Start Date] - Active

Purpose: [One sentence: what this chat is building/creating]

Files to Reference:

Current Status: [Brief update on progress]

Expected Completion: [Date or milestone]


[Repeat section for each active Work Unit chat - typically 2-4 active at any time]


META CHAT (Maintenance)

Chat Name: META - Project Overview Maintenance - [Start Date] - Active

Purpose: Periodic consolidation and maintenance of this Project Overview document

Files to Reference: All project files for comprehensive overview

Update Schedule: Every 2-4 weeks or after major milestones


Recently Completed Work Units

[List 3-5 most recently completed chats for context]


Key Decisions & Frameworks in Effect

[Document major decisions, frameworks, or protocols currently guiding work]

Format:

Examples:


Current Project File Inventory

[List all significant files currently in project, organized by type]

Core Documentation:

Research/Theory:

Data/Analysis:

Development/Technical:

Progress Tracking:


Artifacts Inventory

[Track all artifacts created during the project with versions and contribution ratios]

Format:

Active/Current Artifacts:

Superseded/Archived Artifacts:

Purpose:


Notes for Claude

[Any specific instructions or context Claude should know when reading this Overview]

Examples:


Prompt Templates for META Chat

INITIAL CREATION (First Time - No Existing Current File)

Use this prompt when creating the Project Overview for the first time:

Today's date: [YYYY-MM-DD]

I'm creating the initial Project Overview document for this project. Please review:
- Project-Level Instructions 
- Project Overview Template.md (for structure)
- All current files in the project

Based on this information, create the first version of "Project Overview - Current.md" following the template structure.

Current context to include:
[Provide bullet points about:]
- Current project phase
- Active chats (Home Base and any Work Units)
- Recent developments or starting state
- Key files that exist
- Any artifacts already created

Create a comprehensive initial overview that will serve as the foundation for future updates.

REGULAR UPDATE (Updating Existing Current File)

Use this prompt every 2-4 weeks or after major milestones:

Today's date: [YYYY-MM-DD]

Time to update the Project Overview. Please review:
- Project Overview Template.md (for structure)
- Project Overview - Current.md (current content)
- Recent changes and developments I'll provide below

Updates since last Project Overview:

**Completed Work:**
- [List any completed work units, milestones, or deliverables]

**New Active Work:**
- [List any new chats started or focus areas]

**Progress on Active Work:**
- [Updates on ongoing work units]

**New Files/Artifacts:**
- [Any new files added or artifacts created with contribution ratios]

**Retired/Archived:**
- [Any chats retired or files superseded]

**Phase/Timeline Changes:**
- [Any shifts in project phase or timeline]

**Key Decisions Made:**
- [Important decisions or frameworks adopted since last update]

Please produce an updated "Project Overview - Current.md" that:
1. Follows the template structure
2. Incorporates all updates I've provided
3. Updates the "Date Last Updated" field
4. Maintains currency and relevance
5. Keeps content concise and optimized for AI consumption

QUICK REFERENCE UPDATE (Minor Changes Only)

Use this for small updates between major consolidations:

Today's date: [YYYY-MM-DD]

Quick update to Project Overview - just need to reflect:

[Brief bullet points of specific changes - e.g.:]
- New Work Unit chat started: [name]
- Completed chat: [name]  
- New artifact: [name and contribution ratio]
- Phase shift: [description]

Please update only the relevant sections of "Project Overview - Current.md" and update the date field.

Template Usage Instructions (For META Chat)

When updating the Project Overview in META chat:

  1. Review the current Project Overview - Current.md for existing content
  2. Reference this template for proper structure and sections
  3. Incorporate David’s updates and recent developments
  4. Maintain the same section structure and formatting
  5. Update the “Date Last Updated” field
  6. Keep concise - optimize for AI consumption, not exhaustive detail
  7. Focus on what’s currently active and relevant

Quality checks:

Optimization principle: The Overview should enable any chat in the project to orient quickly without requiring extensive context re-explanation from David.


Contribution Report

Human Contribution (20%):

Claude Contribution (80%):

Collaboration Type: Template creation - human workflow needs with AI structure-dominant design

Citation & Attribution

Citation (APA 7th Edition): Dawson, D. R., II. (2025). Project overview template for AI collaboration maintenance. Northeastern University. https://github.com/drdawson2/ai-collaboration-reference-guide

Author Information:

License: This work is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License (CC BY-NC 4.0).

You are free to:

Under the following terms:

Suggested Attribution:“Based on [Document Title] by David R. Dawson II (2025), available at https://github.com/drdawson2/ai-collaboration-reference-guide. Licensed under CC BY-NC 4.0.”


Last Updated: 2025-11-09