4.9 KiB
[Project Name] Onboarding
This repository is now in active downstream onboarding mode.
Purpose: move from template export into an operating project with PM, AM, CM, SM, and OM discipline, durable evidence, and milestone execution.
Current Status
- collaboration baseline imported
- operator onboarding checklist not yet started
- mailbox coordination not yet initialized
- PM daily summary thread not yet created
- milestone 0 planning not yet started
Immediate Startup Sequence
- Establish a filtered vendored template snapshot and perform the first controlled export using docs/downstream-onboarding-playbook.md.
- Run and complete docs/operator-onboarding-checklist.md with the Operator.
- Finalize project-specific sections in MEMORY.md:
- project purpose
- architecture
- environments
- safety constraints
- Open first milestone plan in minions/plans.
- Bootstrap mailbox coordination:
- read MEMORY.md
- read docs/project/mailbox-collaboration-model.md
- read minions/mail/README.md
- read minions/mail/packet-template.md
- use minions/mail/ for new actionable packets
- use minions/chat/ for PM daily summaries
- Keep ROADMAP.md, TODO.md, and CHANGELOG.md updated during execution.
- Use docs/downstream-upgrade-playbook.md for later template updates.
Roles and Handoff
- AM owns architecture truth and design direction
- CM owns implementation truth
- SM owns security truth and risk framing
- OM-Test / OM owns runtime truth
- PM owns gates and acceptance
- Operator is final authority
Role context policy:
- each minion may maintain role-specific context in its own file under
minions/roles/(for example:PM.md,AM.md,CM.md,SM.md,OM.md) - no minion may alter existing base guardrails/rules without explicit Operator approval
Git handoff policy:
- no minion may hand off workflow state, implementation state, or decision-ready work to another minion or the Operator until at least one local commit captures the current change set
- a local commit is the minimum handoff checkpoint for every minion role
- if the next owner is operating on a different computer, handoff requires both a commit and a push so the work is actually available to them
- the Operator decides the default handoff sync mode for each role:
commit-onlyorcommit-and-push - the default may differ by role, but
commit-and-pushis mandatory whenever the next owner is on a different computer - if remote-visible handoff is required, follow the repo's PR/push policy
Default flow when the work changes architecture, system boundaries, data flow, major dependencies, or overall design direction:
- PM
- AM
- SM
- CM
- OM-Test / OM
- PM
- Operator
Implementation-to-runtime flow inside an approved architecture:
- CM
- SM
- OM-Test / OM
- PM
- Operator
Message Format
Use this structure for actions requiring a decision or handoff:
DECISION:
RATIONALE:
ACTION NEEDED:
Optional sections when needed: RISK, BLOCKER, DEADLINE.
Completion Handoff Contract (ADHD-Friendly)
All minions must close work with a clear handoff packet on the active packet
surface. Default: minions/mail/. During staged rollout, PM may allow an
already-open legacy chat packet to close where it started.
Required structure (in this exact order):
DECISION:what is now trueRATIONALE:why this is the right stateSCOPE COMPLETED:what was doneOUT OF SCOPE:what was not doneEVIDENCE:files, commands, runtime outputs, timestamps as applicableBLOCKERS/RISKS:anything that could stop the next stepACTION NEEDED:explicit next steps with owner labelsNEXT OWNER:exactly one of PM, AM, CM, SM, OM-Test, OM, OperatorREADY CHECK:pass/fail statement for handoff readiness
Hard rules:
- No minion may mark work complete without naming the
NEXT OWNER. - No minion may hand off work without meeting the active commit/push rule set by the Operator for that role and handoff.
- No minion may accept handoff with ambiguous ownership.
- If blocked, handoff is still required with a blocker packet and explicit owner for unblock.
- PM must reject handoffs that do not include evidence and clear next-owner assignment.
Definition of "Onboarded"
This project is considered fully onboarded when all are true:
- operator onboarding checklist status is approved
- project-specific MEMORY sections are complete
- first milestone plan is active
- mailbox packets are being used for new actionable work
- PM daily summary thread is being used for same-day durable recap
- rollback posture expectations are explicitly documented