@intentsolutions/blueprint 2.0.0 → 2.1.0

package/templates/core/04_process_task_list.md

@@ -0,0 +1,430 @@
+# 📊 Agile Task Execution & Process Management
+
+**Metadata**
+- Last Updated: {{DATE}}
+- Maintainer: AI-Dev Toolkit
+- Related Docs: Consumes 03_generate_tasks.md, gates 17_test_plan.md
+
+> **🎯 Purpose**
+> Comprehensive agile execution framework for managing task workflows, team performance, and delivery metrics. This template provides enterprise-grade process management with built-in quality gates and escalation procedures.
+
+---
+
+## 🔄 1. Workflow Framework & Board Configuration
+
+### 1.1 Kanban Board Structure
+**Primary Flow:**
+```
+📋 Backlog → 🔍 Ready → 🏗️ In Progress → 👀 Review → ✅ Done
+```
+
+**Detailed Columns:**
+| Column | Purpose | WIP Limit | Entry Criteria | Exit Criteria |
+|--------|---------|-----------|----------------|---------------|
+| **📋 Backlog** | All identified work | ∞ | Task created | Acceptance criteria defined |
+| **🔍 Ready** | Sprint-ready tasks | 20 | DoR satisfied | Developer assigned |
+| **🏗️ In Progress** | Active development | 8 | Work started | Code complete |
+| **👀 Code Review** | Peer review | 5 | PR submitted | Review approved |
+| **🧪 Testing** | QA validation | 10 | Review passed | Tests passing |
+| **🚀 Staging** | Pre-production | 5 | Tests passed | Stakeholder approval |
+| **✅ Done** | Completed work | ∞ | DoD satisfied | Production deployed |
+
+### 1.2 Swim Lanes (Optional)
+- **🔥 Expedite:** Critical production issues
+- **🎯 Feature:** New functionality
+- **🐛 Bug:** Defect resolution
+- **⚙️ Tech Debt:** Code quality improvements
+- **📚 Docs:** Documentation updates
+
+### 1.3 Work Item Types
+| Type | Icon | Color | SLA | Escalation |
+|------|------|-------|-----|------------|
+| **Epic** | 🎭 | Purple | 3 months | Director level |
+| **Story** | 📖 | Blue | 2 weeks | Team lead |
+| **Task** | ☑️ | Green | 3 days | Scrum master |
+| **Bug** | 🐛 | Red | 24 hours | Immediate |
+| **Spike** | 🔬 | Orange | 1 week | Tech lead |
+
+---
+
+## 📏 2. Definition of Ready (DoR) & Done (DoD)
+
+### 2.1 Definition of Ready
+**Before moving to "Ready" column:**
+- [ ] **Clear Description:** Task purpose and scope defined
+- [ ] **Acceptance Criteria:** Testable conditions specified
+- [ ] **Dependencies:** All blockers identified and resolved
+- [ ] **Estimation:** Story points or hours assigned
+- [ ] **Priority:** Business value ranking assigned
+- [ ] **Assignee:** Resource allocated and available
+- [ ] **Prerequisites:** Required tools/access provisioned
+
+**Story-Specific DoR:**
+- [ ] User story follows INVEST criteria
+- [ ] Wireframes/mockups available (if UI work)
+- [ ] API contracts defined (if backend work)
+- [ ] Performance requirements specified
+- [ ] Security considerations documented
+
+### 2.2 Definition of Done
+**Before moving to "Done" column:**
+- [ ] **Code Complete:** All acceptance criteria implemented
+- [ ] **Code Review:** Peer review approved
+- [ ] **Tests Written:** Unit tests ≥80% coverage
+- [ ] **Tests Passing:** All automated tests green
+- [ ] **Security Review:** Security requirements met
+- [ ] **Documentation Updated:** Code and user docs current
+- [ ] **Performance Validated:** Meets specified requirements
+- [ ] **Accessibility Checked:** WCAG compliance verified
+- [ ] **Deployment Ready:** Can be released to production
+
+**Additional DoD for Features:**
+- [ ] End-to-end testing completed
+- [ ] User acceptance testing passed
+- [ ] Monitoring and alerting configured
+- [ ] Rollback plan documented
+
+---
+
+## 🎯 3. Sprint Planning & Execution
+
+### 3.1 Sprint Planning Process
+**Pre-Planning (1 week before):**
+- [ ] Backlog refinement completed
+- [ ] Dependencies resolved
+- [ ] Team capacity calculated
+- [ ] Sprint goal defined
+
+**Sprint Planning Meeting (2-4 hours):**
+1. **Review Sprint Goal** (15 mins)
+2. **Capacity Planning** (30 mins)
+3. **Story Selection** (60-120 mins)
+4. **Task Breakdown** (45-90 mins)
+5. **Commitment** (15 mins)
+
+### 3.2 Sprint Capacity Planning
+**Team Capacity Matrix:**
+| Team Member | Role | Available Hours | Specialties | Previous Velocity |
+|--------------|------|----------------|-------------|-------------------|
+| _{Name}_ | Frontend Dev | 32h | React, TypeScript | 21 SP/sprint |
+| _{Name}_ | Backend Dev | 40h | Node.js, PostgreSQL | 18 SP/sprint |
+| _{Name}_ | DevOps | 20h | AWS, Docker | 13 SP/sprint |
+| _{Name}_ | QA Engineer | 35h | Automation | 16 SP/sprint |
+
+**Capacity Adjustments:**
+- **Holidays:** _{-8 hours per holiday}_
+- **Meetings:** _{-6 hours per person}_
+- **Support:** _{-10% for production support}_
+- **Learning:** _{-20% for new team members}_
+
+### 3.3 Sprint Execution Framework
+**Daily Standup Structure (15 mins max):**
+1. **Progress Updates** (2 mins per person)
+   - What I completed yesterday
+   - What I'm working on today
+   - Any blockers or impediments
+
+2. **Board Walk** (5 mins)
+   - Review work flow
+   - Identify bottlenecks
+   - Check WIP limits
+
+3. **Action Items** (3 mins)
+   - Blocker resolution
+   - Collaboration needs
+   - Risk mitigation
+
+### 3.4 Sprint Metrics & Tracking
+**Real-time Metrics:**
+| Metric | Current | Target | Status |
+|--------|---------|--------|---------|
+| **Sprint Burndown** | _{X SP remaining}_ | _{On track}_ | 🟢/🟡/🔴 |
+| **WIP Violations** | _{0 columns}_ | _{0}_ | 🟢/🟡/🔴 |
+| **Blocked Items** | _{2 items}_ | _{<3}_ | 🟢/🟡/🔴 |
+| **Velocity Trend** | _{18 SP}_ | _{20 ±3}_ | 🟢/🟡/🔴 |
+
+---
+
+## ⚠️ 4. Risk Management & Escalation
+
+### 4.1 Risk Identification Matrix
+| Risk Level | Indicators | Response Time | Escalation Path |
+|------------|-----------|---------------|-----------------|
+| 🟢 **Low** | Minor delays, non-critical bugs | 48 hours | Team self-manages |
+| 🟡 **Medium** | Sprint goal at risk, key dependencies | 24 hours | Scrum Master → Team Lead |
+| 🔴 **High** | Major blockers, critical path delays | 4 hours | Team Lead → Director |
+| ⚫ **Critical** | Production down, security breach | Immediate | Director → VP/CTO |
+
+### 4.2 Escalation Procedures
+**Level 1: Team Resolution**
+- **Trigger:** Task blocked >24 hours
+- **Action:** Team collaboration, pair programming
+- **Owner:** Scrum Master
+- **Timeline:** 48 hours
+
+**Level 2: Management Intervention**
+- **Trigger:** Sprint goal at risk
+- **Action:** Resource reallocation, scope adjustment
+- **Owner:** Team Lead/Manager
+- **Timeline:** 24 hours
+
+**Level 3: Executive Decision**
+- **Trigger:** Release timeline jeopardized
+- **Action:** Priority reset, external resources
+- **Owner:** Director/VP
+- **Timeline:** 4 hours
+
+### 4.3 Blocker Resolution Framework
+**Blocker Categories:**
+- **Technical:** Code/architecture issues
+- **Resource:** People/infrastructure constraints
+- **Dependency:** External team/vendor delays
+- **Requirement:** Unclear/changing specifications
+
+**Resolution Process:**
+1. **Identify** blocker type and impact
+2. **Document** in tracking system
+3. **Assign** resolution owner
+4. **Set** target resolution date
+5. **Escalate** if timeline exceeded
+6. **Communicate** resolution to stakeholders
+
+---
+
+## 📊 5. Performance Metrics & KPIs
+
+### 5.1 Velocity & Predictability
+**Velocity Tracking:**
+| Sprint | Planned SP | Delivered SP | Variance | Notes |
+|--------|------------|--------------|----------|-------|
+| Sprint N-2 | 23 | 21 | -2 (9%) | Holiday impact |
+| Sprint N-1 | 20 | 22 | +2 (10%) | Simple stories |
+| Sprint N | 21 | _{TBD}_ | _{TBD}_ | Current sprint |
+
+**Predictability Metrics:**
+- **Average Velocity:** _{21.3 SP/sprint}_
+- **Velocity Range:** _{18-24 SP}_
+- **Commitment Reliability:** _{87% stories completed}_
+
+### 5.2 Quality Metrics
+| Metric | Current | Target | Trend |
+|--------|---------|--------|-------|
+| **Defect Rate** | 2.1 bugs/story | <3 | 📈 Improving |
+| **Rework Rate** | 8% of stories | <10% | 📉 Stable |
+| **Technical Debt** | 15% velocity | <20% | 📈 Growing |
+| **Code Coverage** | 78% | ≥80% | 📈 Improving |
+
+### 5.3 Flow Efficiency
+**Lead Time Analysis:**
+| Stage | Average Time | Target | Bottleneck Score |
+|-------|-------------|--------|------------------|
+| **Ready → In Progress** | 0.5 days | <1 day | Low |
+| **In Progress → Review** | 2.8 days | <3 days | Medium |
+| **Review → Testing** | 1.2 days | <1 day | High |
+| **Testing → Done** | 0.8 days | <1 day | Low |
+
+**Cycle Time:** _{5.3 days average}_
+**Flow Efficiency:** _{64% (time in active work vs waiting)}_
+
+### 5.4 Team Health Indicators
+| Indicator | Current | Target | Action Needed |
+|-----------|---------|--------|---------------|
+| **Team Satisfaction** | 8.2/10 | >8.0 | None |
+| **Burnout Risk** | Low | Low | Monitor |
+| **Skill Gaps** | 2 areas | <3 | Training plan |
+| **Collaboration Score** | 7.8/10 | >7.5 | None |
+
+---
+
+## 🔄 6. Continuous Improvement Framework
+
+### 6.1 Sprint Retrospective Structure
+**Retrospective Format (90 mins):**
+1. **Check-in** (10 mins) - Team mood and energy
+2. **Data Review** (15 mins) - Metrics and achievements
+3. **What Went Well** (20 mins) - Celebrate successes
+4. **What Didn't Work** (20 mins) - Identify problems
+5. **Root Cause Analysis** (15 mins) - Dig deeper
+6. **Action Planning** (10 mins) - Next sprint improvements
+
+### 6.2 Improvement Tracking
+**Action Item Format:**
+| Action | Owner | Target Date | Success Metric | Status |
+|--------|-------|-------------|----------------|--------|
+| _{Improve code review time}_ | _{Dev Team}_ | _{Next sprint}_ | _{<4 hours avg}_ | In Progress |
+| _{Automate deployment}_ | _{DevOps}_ | _{Sprint +2}_ | _{Zero manual steps}_ | Planned |
+
+### 6.3 Team Learning & Development
+**Knowledge Sharing Sessions:**
+- **Weekly:** Technical talks (30 mins)
+- **Bi-weekly:** Industry trends discussion
+- **Monthly:** Tool evaluations and demos
+- **Quarterly:** Architecture reviews
+
+**Skill Development Matrix:**
+| Team Member | Current Skills | Growth Areas | Training Plan |
+|-------------|----------------|--------------|---------------|
+| _{Name}_ | React, Jest | TypeScript, GraphQL | Online course + mentoring |
+| _{Name}_ | Node.js, Express | Microservices, Docker | Hands-on project |
+
+---
+
+## 🚨 7. Exception Handling & Crisis Management
+
+### 7.1 Production Incident Response
+**Severity Levels:**
+- **P0:** System down, revenue impact
+- **P1:** Major feature broken, user impact
+- **P2:** Minor feature issues, limited impact
+- **P3:** Cosmetic issues, no user impact
+
+**Response Procedures:**
+**P0/P1 Incidents:**
+1. **Immediate:** Stop sprint work, all hands on deck
+2. **Communication:** Stakeholder notification within 15 mins
+3. **War Room:** Video conference with all necessary people
+4. **Resolution:** Fix and deploy, then postmortem
+5. **Recovery:** Return to sprint work after stabilization
+
+### 7.2 Scope Change Management
+**Change Request Process:**
+1. **Submit:** Formal change request with justification
+2. **Assess:** Impact on current sprint/release
+3. **Decide:** Product Owner + Stakeholder approval
+4. **Implement:** Adjust sprint scope and communicate
+5. **Track:** Monitor impact on velocity and morale
+
+### 7.3 Resource Crisis Handling
+**Common Scenarios:**
+- Team member sick/unavailable
+- Key dependency failure
+- Infrastructure outage
+- Requirement clarification needed
+
+**Response Framework:**
+- **Assess:** Impact on sprint goal
+- **Mitigate:** Reassign work, adjust scope
+- **Communicate:** Update stakeholders
+- **Learn:** Capture lessons for future prevention
+
+---
+
+## 📈 8. Reporting & Communication
+
+### 8.1 Sprint Status Dashboard
+**Daily Updates (Automated):**
+- Sprint burndown chart
+- Current velocity trend
+- Blocked item count
+- WIP limit violations
+- Quality metrics
+
+### 8.2 Stakeholder Communication
+**Weekly Sprint Update:**
+- Progress toward sprint goal
+- Completed stories and features
+- Upcoming deliverables
+- Risks and mitigation plans
+- Requests for stakeholder support
+
+**Sprint Review Presentation:**
+- Demo of completed features
+- Velocity and quality metrics
+- Customer feedback integration
+- Next sprint preview
+
+### 8.3 Management Reporting
+**Monthly Metrics Summary:**
+| Category | Metric | Current | Target | Trend |
+|----------|--------|---------|--------|-------|
+| **Delivery** | Features delivered | 12 | 10-15 | 📈 |
+| **Quality** | Bug rate | 2.1/story | <3 | 📈 |
+| **Velocity** | Story points/sprint | 21.3 | 20±3 | 📊 |
+| **Team** | Satisfaction score | 8.2/10 | >8.0 | 📊 |
+
+---
+
+## 🛠️ 9. Tools & Automation
+
+### 9.1 Essential Tool Stack
+**Project Management:**
+- **Primary:** _{Jira, Azure DevOps, Linear}_
+- **Visualization:** _{Burndown charts, CFD diagrams}_
+- **Reporting:** _{Automated dashboards}_
+
+**Communication:**
+- **Daily:** _{Slack, Microsoft Teams}_
+- **Video:** _{Zoom, Google Meet}_
+- **Async:** _{Confluence, Notion}_
+
+**Development:**
+- **Version Control:** _{Git with PR workflows}_
+- **CI/CD:** _{GitHub Actions, Jenkins}_
+- **Testing:** _{Jest, Cypress, Postman}_
+
+### 9.2 Automation Opportunities
+**Automated Workflows:**
+- [ ] Story point estimation reminders
+- [ ] WIP limit violation alerts
+- [ ] Standup meeting preparation
+- [ ] Sprint burndown updates
+- [ ] Code review assignment
+- [ ] Deployment status notifications
+
+### 9.3 Integration Configuration
+```yaml
+# Example workflow automation
+sprint_automation:
+  daily_standup:
+    reminder: "9:00 AM"
+    prep_report: true
+
+  wip_limits:
+    monitor: true
+    alert_threshold: 80%
+
+  velocity_tracking:
+    auto_calculate: true
+    trend_analysis: true
+
+  quality_gates:
+    code_coverage: 80%
+    review_required: true
+    tests_passing: true
+```
+
+---
+
+## 📋 10. Process Health Checklist
+
+### 10.1 Weekly Health Check
+- [ ] **Velocity on track** (within ±20% of plan)
+- [ ] **WIP limits respected** (no violations >24h)
+- [ ] **Blockers resolved** (average <48h)
+- [ ] **Quality gates met** (DoD compliance 100%)
+- [ ] **Team engagement high** (standup participation)
+
+### 10.2 Monthly Process Review
+- [ ] **Retrospective actions completed** (>80% success rate)
+- [ ] **Metrics trending positively** (velocity, quality)
+- [ ] **Stakeholder satisfaction maintained** (feedback positive)
+- [ ] **Team health stable** (satisfaction >7.5/10)
+- [ ] **Process improvements identified** (continuous learning)
+
+### 10.3 Quarterly Framework Assessment
+- [ ] **Process effectiveness evaluated**
+- [ ] **Tool stack optimized**
+- [ ] **Team skills assessed**
+- [ ] **Scaling readiness confirmed**
+- [ ] **Industry best practices benchmarked**
+
+---
+
+**🎯 Process Management Success Metrics:**
+- Sprint goal achievement: 90%+
+- Velocity predictability: ±15%
+- Team satisfaction: 8.0+/10
+- Defect rate: <3 bugs/story
+- Lead time: <5 days average
+
+**Next Steps:** Implement process framework and proceed to quality validation with 12_qa_gate.md.