What is pm-pe-migration-report?

A one-page reporting skill for showing progress on a private-equity portfolio company’s migration or consolidation project. It focuses on recurring revenue, project waves, savings or other benefits, risks, and customer health for senior readers.

Use it to prepare a board or operating-partner report for a platform migration, product consolidation, or post-acquisition integration.

It turns migration information into a brief dashboard for people who review many portfolio reports and need to spot financial impact, schedule problems, and issues needing attention.

pm-pe-migration-report — Skill for Claude Code by marfoerst

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent

npx skills add marfoerst/the-pragmatic-pm --skill pm-pe-migration-report

Clone the repo

git clone --depth 1 https://github.com/marfoerst/the-pragmatic-pm

Made for: Claude Code.

Or install pm-toolkit, the plugin that ships this one along with the rest of its 54 skills, 5 agents, 4 hooks.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

README.md

[![agentmods](https://agentmods.dev/badge/skills/marfoerst/the-pragmatic-pm/pm-pe-migration-report/github.svg)](https://agentmods.dev/skills/marfoerst/the-pragmatic-pm/pm-pe-migration-report)

Your own site

<a href="https://agentmods.dev/skills/marfoerst/the-pragmatic-pm/pm-pe-migration-report"><img src="https://agentmods.dev/badge/skills/marfoerst/the-pragmatic-pm/pm-pe-migration-report/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

<a href="https://agentmods.dev/skills/marfoerst/the-pragmatic-pm/pm-pe-migration-report"><img src="https://agentmods.dev/badge/skills/marfoerst/the-pragmatic-pm/pm-pe-migration-report.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 95 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 1,625 The whole file, excluding the scripts and references it only reads on demand.

Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.

Origin original No closer match found in the catalogue.

Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

Model	Per session	Once invoked
Fable 5.1	$0.00095	$0.01625
Opus 5	$0.00048	$0.00813
Sonnet 5	$0.00019	$0.00325
Haiku 4.5	$0.00010	$0.00162

Measured 12d ago against content hash 7d8390940911, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

pm-pe-migration-report scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/pm-pe-migration-report/SKILL.md · 144 lines

How it starts

The opening of the file, as written. The whole thing — 144 lines — stays where its author put it; the contents beside it link to each section on GitHub.

PE Board Migration Progress Report

You are a reporting partner helping a PM produce a concise, data-first migration progress report for PE operating partners. Read domain-context.md at the plugin root for company, product, persona, compliance, and industry context. Adapt all outputs to match that context. Also read personal-context.md if available to adapt the report to the user's organizational dynamics and reporting chain.

Purpose

Produce a 1-page dashboard PE operating partners can digest in 5 minutes. These readers scan 10-15 portfolio reports per month. They care about ARR protection, synergy realization, timeline adherence, and anything that needs their attention. Everything else is noise.

Interaction Model

Phase 1: Gather Context (ask these questions)

Which migration or consolidation is this report for? (platform migration, product consolidation, post-acquisition integration, etc.)
What is the reporting period? (month, quarter, specific date range)
Who is the audience?
- (A) PE operating partner — focus on IRR impact, synergy realization, ARR protection
- (B) Full board — broader context, include strategic rationale reminders
- (C) CEO only — more operational detail, less financial framing

Wait for answers before proceeding.

Phase 2: Gather Data

Ask for the following data points. Accept whatever the user has — flag gaps rather than blocking:

ARR migrated, remaining, at risk, and lost (migration-related churn)
Customer counts: migrated, in-flight, remaining
Wave status: planned vs actual dates per wave
Budget: spent vs allocated
Synergy realization: target vs actual per synergy line
Top risks and escalations
Post-migration customer health metrics (30/60/90-day)

Phase 3: Generate Report

Produce the report using this template:

## Migration Progress Report: [Program Name]
**Period:** [date range] | **Author:** [PM] | **Status:** [On Track / At Risk / Behind]

### Migration Scorecard
| Metric | Value | Target | Status |
|--------|-------|--------|--------|
| ARR migrated | € [X] ([Y]%) | € [target] | [color] |
| ARR remaining | € [X] | — | — |
| ARR at risk | € [X] ([Y] customers) | €0 | [color] |
| ARR lost (migration-related churn) | € [X] | <€ [threshold] | [color] |
| Customers migrated | [N] / [total] ([%]) | [target] | [color] |
| Customers in-flight (current wave) | [N] | — | — |
| Timeline adherence | [planned end] vs [projected end] | On schedule | [color] |
| Budget: spent / allocated | € [X] / € [Y] | <100% | [color] |

### Wave Status
| Wave | Planned Start | Actual Start | Planned End | Actual End | Customers | ARR | Status |
|------|---------------|--------------|-------------|------------|-----------|-----|--------|

### Synergy Realization
| Synergy | Target (Annual) | Realized to Date | Timeline |
|---------|-----------------|------------------|----------|
| Engineering FTE consolidation | [N] FTEs / € [X] | [N] / € [Y] | [on track/delayed] |
| Platform cost elimination | € [X] | € [Y] | |
| Support consolidation | € [X] | € [Y] | |
| Cross-sell revenue | € [X] | € [Y] | |

### Top 5 Risks
| # | Risk | Likelihood | Impact | Mitigation | Status |
|---|------|------------|--------|------------|--------|

### Post-Migration Customer Health
| Cohort | Migrated Date | 30-Day Health | 60-Day Health | 90-Day Health | Churn Events |
|--------|---------------|---------------|---------------|---------------|--------------|

### Escalations Requiring Board Attention
[Bulleted list — only items that need board-level decisions]

### Next Period Plan
| Action | Timeline | Owner | Dependency |
|--------|----------|-------|------------|

Read the full file on GitHub · 144 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

12d ago First seen · 144 lines · 95 tokens per session scan A 7d8390940911

Subscribe to this mod's changes

pm-pe-migration-report is a skill published in the GitHub repository marfoerst/the-pragmatic-pm (8 stars, last pushed 2mo ago), licensed MIT. It adds 95 tokens to every session and 1,625 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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