@ktpartners/dgs-platform 2.6.2

package/deliver-great-systems/templates/research-project/SUMMARY.md

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+# Research Summary Template
+
+Template for `research/SUMMARY.md` (in planning root) — executive summary of project research with roadmap implications.
+
+> **Layout-agnostic:** The research directory lives at `research/` within the planning root. Workflows resolve the path via init output.
+
+<template>
+
+```markdown
+# Project Research Summary
+
+**Project:** [name from PROJECT.md]
+**Domain:** [inferred domain type]
+**Researched:** [date]
+**Confidence:** [HIGH/MEDIUM/LOW]
+
+## Executive Summary
+
+[2-3 paragraph overview of research findings]
+
+- What type of product this is and how experts build it
+- The recommended approach based on research
+- Key risks and how to mitigate them
+
+## Key Findings
+
+### Recommended Stack
+
+[Summary from STACK.md — 1-2 paragraphs]
+
+**Core technologies:**
+- [Technology]: [purpose] — [why recommended]
+- [Technology]: [purpose] — [why recommended]
+- [Technology]: [purpose] — [why recommended]
+
+### Expected Features
+
+[Summary from FEATURES.md]
+
+**Must have (table stakes):**
+- [Feature] — users expect this
+- [Feature] — users expect this
+
+**Should have (competitive):**
+- [Feature] — differentiator
+- [Feature] — differentiator
+
+**Defer (v2+):**
+- [Feature] — not essential for launch
+
+### Architecture Approach
+
+[Summary from ARCHITECTURE.md — 1 paragraph]
+
+**Major components:**
+1. [Component] — [responsibility]
+2. [Component] — [responsibility]
+3. [Component] — [responsibility]
+
+### Critical Pitfalls
+
+[Top 3-5 from PITFALLS.md]
+
+1. **[Pitfall]** — [how to avoid]
+2. **[Pitfall]** — [how to avoid]
+3. **[Pitfall]** — [how to avoid]
+
+## Implications for Roadmap
+
+Based on research, suggested phase structure:
+
+### Phase 1: [Name]
+**Rationale:** [why this comes first based on research]
+**Delivers:** [what this phase produces]
+**Addresses:** [features from FEATURES.md]
+**Avoids:** [pitfall from PITFALLS.md]
+
+### Phase 2: [Name]
+**Rationale:** [why this order]
+**Delivers:** [what this phase produces]
+**Uses:** [stack elements from STACK.md]
+**Implements:** [architecture component]
+
+### Phase 3: [Name]
+**Rationale:** [why this order]
+**Delivers:** [what this phase produces]
+
+[Continue for suggested phases...]
+
+### Phase Ordering Rationale
+
+- [Why this order based on dependencies discovered]
+- [Why this grouping based on architecture patterns]
+- [How this avoids pitfalls from research]
+
+### Research Flags
+
+Phases likely needing deeper research during planning:
+- **Phase [X]:** [reason — e.g., "complex integration, needs API research"]
+- **Phase [Y]:** [reason — e.g., "niche domain, sparse documentation"]
+
+Phases with standard patterns (skip research-phase):
+- **Phase [X]:** [reason — e.g., "well-documented, established patterns"]
+
+## Confidence Assessment
+
+| Area | Confidence | Notes |
+|------|------------|-------|
+| Stack | [HIGH/MEDIUM/LOW] | [reason] |
+| Features | [HIGH/MEDIUM/LOW] | [reason] |
+| Architecture | [HIGH/MEDIUM/LOW] | [reason] |
+| Pitfalls | [HIGH/MEDIUM/LOW] | [reason] |
+
+**Overall confidence:** [HIGH/MEDIUM/LOW]
+
+### Gaps to Address
+
+[Any areas where research was inconclusive or needs validation during implementation]
+
+- [Gap]: [how to handle during planning/execution]
+- [Gap]: [how to handle during planning/execution]
+
+## Sources
+
+### Primary (HIGH confidence)
+- [Context7 library ID] — [topics]
+- [Official docs URL] — [what was checked]
+
+### Secondary (MEDIUM confidence)
+- [Source] — [finding]
+
+### Tertiary (LOW confidence)
+- [Source] — [finding, needs validation]
+
+---
+*Research completed: [date]*
+*Ready for roadmap: yes*
+```
+
+</template>
+
+<guidelines>
+
+**Executive Summary:**
+- Write for someone who will only read this section
+- Include the key recommendation and main risk
+- 2-3 paragraphs maximum
+
+**Key Findings:**
+- Summarize, don't duplicate full documents
+- Link to detailed docs (STACK.md, FEATURES.md, etc.)
+- Focus on what matters for roadmap decisions
+
+**Implications for Roadmap:**
+- This is the most important section
+- Directly informs roadmap creation
+- Be explicit about phase suggestions and rationale
+- Include research flags for each suggested phase
+
+**Confidence Assessment:**
+- Be honest about uncertainty
+- Note gaps that need resolution during planning
+- HIGH = verified with official sources
+- MEDIUM = community consensus, multiple sources agree
+- LOW = single source or inference
+
+**Integration with roadmap creation:**
+- This file is loaded as context during roadmap creation
+- Phase suggestions here become starting point for roadmap
+- Research flags inform phase planning
+
+</guidelines>