aiox-core 5.0.2 → 5.0.4

package/pro/squads/design/tasks/design-tooling-audit.md

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+# design-tooling-audit
+
+> Evaluate and optimize design tool stack using Dave Malouf's "Governance over Tools" principle and Three Lenses framework.
+
+## Overview
+
+This task provides a structured approach to auditing the design tool ecosystem. Following Malouf's principle "Governance over tools - process clarity matters more than tool selection," we first understand workflows, then evaluate tools against actual needs.
+
+## Prerequisites
+
+- Understanding of current design workflows
+- Access to tool usage data (if available)
+- List of current tools and licenses
+- Budget context for tool investments
+
+## Malouf Framework Reference
+
+### Core Principle
+> "The best tools amplify good process - they can't fix bad process."
+
+### Tool Categories (How We Work Lens)
+1. **Design Tools** - Core design work (Figma, Sketch, etc.)
+2. **Prototyping Tools** - Interactive prototypes
+3. **Collaboration Tools** - Communication and feedback
+4. **Asset Management** - Libraries, icons, images
+5. **Design-Dev Integration** - Handoff and tokens
+6. **Research Tools** - User research platforms
+7. **Documentation Tools** - Specs and guidelines
+
+### Evaluation Criteria
+| Criterion | Description |
+|-----------|-------------|
+| Adoption | What % of team uses it? |
+| Workflow Fit | Does it match how we work? |
+| Integration | Does it connect to other tools? |
+| Governance | Are there clear usage guidelines? |
+| Cost Efficiency | Value vs cost? |
+| Scalability | Will it work as we grow? |
+
+## Task Steps
+
+### Phase 1: Current State Inventory
+
+```yaml
+step: 1
+name: "Tool Inventory"
+template: |
+  ## CURRENT TOOL INVENTORY
+
+  ### Design Tools
+  | Tool | Version | Licenses | Monthly Cost | Primary Use |
+  |------|---------|----------|--------------|-------------|
+  | [tool] | [X] | [Y] | $[Z] | [use case] |
+
+  ### Prototyping Tools
+  | Tool | Version | Licenses | Monthly Cost | Primary Use |
+  |------|---------|----------|--------------|-------------|
+
+  ### Collaboration Tools
+  | Tool | Version | Licenses | Monthly Cost | Primary Use |
+  |------|---------|----------|--------------|-------------|
+
+  ### Asset Management
+  | Tool | Version | Licenses | Monthly Cost | Primary Use |
+  |------|---------|----------|--------------|-------------|
+
+  ### Design-Dev Integration
+  | Tool | Version | Licenses | Monthly Cost | Primary Use |
+  |------|---------|----------|--------------|-------------|
+
+  ### Research Tools
+  | Tool | Version | Licenses | Monthly Cost | Primary Use |
+  |------|---------|----------|--------------|-------------|
+
+  ### Documentation Tools
+  | Tool | Version | Licenses | Monthly Cost | Primary Use |
+  |------|---------|----------|--------------|-------------|
+
+  ---
+
+  **Total Monthly Cost:** $[X]
+  **Total Annual Cost:** $[Y]
+  **Total Licenses:** [Z]
+```
+
+### Phase 2: Usage Analysis
+
+```yaml
+step: 2
+name: "Analyze Actual Usage"
+data_to_collect:
+  quantitative:
+    - Active users per tool
+    - Login frequency
+    - Feature usage (if available)
+    - Integration usage
+  qualitative:
+    - Designer satisfaction per tool
+    - Pain points
+    - Workarounds in use
+    - Feature requests
+
+survey_questions:
+  - "Which tools do you use daily? Weekly? Rarely?"
+  - "Which tools cause the most friction?"
+  - "What workarounds do you use?"
+  - "What's missing from our tool stack?"
+  - "If you could change one tool, which would it be?"
+
+output: |
+  ## USAGE ANALYSIS
+
+  ### Adoption Rates
+  | Tool | Team Size | Active Users | Adoption % | Status |
+  |------|-----------|--------------|------------|--------|
+  | [tool] | [X] | [Y] | [Z]% | [good/concern/critical] |
+
+  ### Satisfaction Scores
+  | Tool | Satisfaction (1-5) | Top Complaint |
+  |------|-------------------|---------------|
+  | [tool] | [X] | [complaint] |
+
+  ### Identified Workarounds
+  | Workaround | Why Needed | Frequency |
+  |------------|------------|-----------|
+  | [description] | [reason] | [daily/weekly/etc] |
+```
+
+### Phase 3: Workflow Mapping
+
+```yaml
+step: 3
+name: "Map Tools to Workflows"
+principle: "Understand the process before evaluating tools."
+
+workflows_to_map:
+  - name: "Design Creation"
+    steps:
+      - "Brief received"
+      - "Research/discovery"
+      - "Initial concepts"
+      - "Design iteration"
+      - "Review/feedback"
+      - "Final design"
+    tools_used: "[list per step]"
+    gaps: "[where tools fail]"
+
+  - name: "Design Handoff"
+    steps:
+      - "Design complete"
+      - "Spec documentation"
+      - "Developer review"
+      - "Asset export"
+      - "Implementation support"
+    tools_used: "[list per step]"
+    gaps: "[where tools fail]"
+
+  - name: "Design System Management"
+    steps:
+      - "Component creation"
+      - "Documentation"
+      - "Token management"
+      - "Version control"
+      - "Distribution"
+    tools_used: "[list per step]"
+    gaps: "[where tools fail]"
+
+output: |
+  ## WORKFLOW-TOOL MAPPING
+
+  ### Design Creation Workflow
+  ```
+  [Step 1] --[Tool]--> [Step 2] --[Tool]--> [Step 3]
+                              |
+                         [Gap: ...]
+  ```
+
+  ### Identified Gaps
+  | Workflow | Step | Gap Description | Impact |
+  |----------|------|-----------------|--------|
+  | [workflow] | [step] | [gap] | [high/med/low] |
+```
+
+### Phase 4: Governance Assessment
+
+```yaml
+step: 4
+name: "Assess Tool Governance"
+checklist:
+  documentation:
+    - "[ ] Tool selection criteria documented?"
+    - "[ ] Usage guidelines exist?"
+    - "[ ] Best practices documented?"
+    - "[ ] Training materials available?"
+  ownership:
+    - "[ ] Tool owner assigned for each tool?"
+    - "[ ] License management process?"
+    - "[ ] Vendor relationship owner?"
+    - "[ ] Budget owner?"
+  standards:
+    - "[ ] File naming conventions?"
+    - "[ ] Folder structure standards?"
+    - "[ ] Version control guidelines?"
+    - "[ ] Sharing/permissions standards?"
+  onboarding:
+    - "[ ] New hire tool training exists?"
+    - "[ ] Access provisioning process?"
+    - "[ ] Tool setup documentation?"
+
+output: |
+  ## GOVERNANCE ASSESSMENT
+
+  ### Current State
+  | Area | Score (1-5) | Notes |
+  |------|-------------|-------|
+  | Documentation | [X] | [notes] |
+  | Ownership | [X] | [notes] |
+  | Standards | [X] | [notes] |
+  | Onboarding | [X] | [notes] |
+
+  **Overall Governance Score:** [X]/5
+
+  ### Critical Gaps
+  - [gap 1]
+  - [gap 2]
+```
+
+### Phase 5: Tool Evaluation
+
+```yaml
+step: 5
+name: "Evaluate Each Tool"
+criteria:
+  - name: "Adoption"
+    weight: 20
+    scoring: "1=<50%, 2=50-70%, 3=70-85%, 4=85-95%, 5=>95%"
+  - name: "Workflow Fit"
+    weight: 25
+    scoring: "1=poor, 3=adequate, 5=excellent"
+  - name: "Integration"
+    weight: 20
+    scoring: "1=none, 3=some, 5=fully integrated"
+  - name: "Governance"
+    weight: 15
+    scoring: "1=none, 3=basic, 5=comprehensive"
+  - name: "Cost Efficiency"
+    weight: 10
+    scoring: "1=overpriced, 3=fair, 5=excellent value"
+  - name: "Scalability"
+    weight: 10
+    scoring: "1=won't scale, 3=needs work, 5=ready to scale"
+
+evaluation_template: |
+  ## TOOL EVALUATION: [Tool Name]
+
+  ### Scores
+  | Criterion | Weight | Score | Weighted |
+  |-----------|--------|-------|----------|
+  | Adoption | 20% | [1-5] | [X] |
+  | Workflow Fit | 25% | [1-5] | [X] |
+  | Integration | 20% | [1-5] | [X] |
+  | Governance | 15% | [1-5] | [X] |
+  | Cost Efficiency | 10% | [1-5] | [X] |
+  | Scalability | 10% | [1-5] | [X] |
+  | **Total** | | | **[X]/5** |
+
+  ### Recommendation
+  [ ] Keep as-is
+  [ ] Keep with improvements
+  [ ] Replace
+  [ ] Consolidate with [other tool]
+  [ ] Sunset
+
+  ### Action Items
+  - [action 1]
+  - [action 2]
+```
+
+### Phase 6: Recommendations
+
+```yaml
+step: 6
+name: "Generate Recommendations"
+categories:
+  keep:
+    criteria: "Score >= 4, high adoption, good fit"
+    action: "Maintain and optimize"
+  improve:
+    criteria: "Score 3-4, fixable gaps"
+    action: "Address governance/training gaps"
+  replace:
+    criteria: "Score < 3, critical gaps"
+    action: "Evaluate alternatives"
+  consolidate:
+    criteria: "Overlapping functionality"
+    action: "Reduce tool sprawl"
+  sunset:
+    criteria: "Low adoption, no clear need"
+    action: "Phase out"
+
+output: |
+  ## TOOL AUDIT RECOMMENDATIONS
+
+  ### Summary Matrix
+  | Tool | Score | Recommendation | Priority |
+  |------|-------|----------------|----------|
+  | [tool] | [X]/5 | [action] | [1-3] |
+
+  ### Keep (Optimize)
+  | Tool | Optimization Actions |
+  |------|---------------------|
+  | [tool] | [actions] |
+
+  ### Improve
+  | Tool | Issues | Actions | Timeline |
+  |------|--------|---------|----------|
+  | [tool] | [issues] | [actions] | [X weeks] |
+
+  ### Replace
+  | Current Tool | Issues | Recommended Alternative | Migration Effort |
+  |--------------|--------|------------------------|------------------|
+  | [tool] | [issues] | [alternative] | [high/med/low] |
+
+  ### Consolidate
+  | Tools to Consolidate | Target Tool | Rationale |
+  |---------------------|-------------|-----------|
+  | [tool A], [tool B] | [target] | [rationale] |
+
+  ### Sunset
+  | Tool | Reason | Timeline |
+  |------|--------|----------|
+  | [tool] | [reason] | [date] |
+
+  ---
+
+  ### Cost Impact
+
+  | Action | Current Cost | New Cost | Savings |
+  |--------|--------------|----------|---------|
+  | [action] | $[X]/mo | $[Y]/mo | $[Z]/mo |
+
+  **Total Annual Savings:** $[X]
+
+  ---
+
+  ### Implementation Roadmap
+
+  **Month 1-2:** [quick wins]
+  **Month 3-4:** [governance improvements]
+  **Month 5-6:** [migrations/replacements]
+```
+
+## Malouf Principles Applied
+
+- **"Governance over tools"** - Assess process clarity before tool selection
+- **"The best tools amplify good process"** - Map workflows before evaluating
+- **"You can't improve what you don't measure"** - Collect usage data
+- **"Consistency at scale requires governance"** - Establish standards
+
+## Output Artifacts
+
+1. **Tool Inventory** - Complete list with costs
+2. **Usage Analysis** - Adoption and satisfaction data
+3. **Workflow-Tool Map** - How tools support workflows
+4. **Governance Assessment** - Standards and ownership
+5. **Tool Evaluations** - Scored assessments
+6. **Recommendations Report** - Prioritized actions
+
+## Common Tool Stack Anti-patterns
+
+| Anti-pattern | Symptom | Solution |
+|--------------|---------|----------|
+| Tool sprawl | 5+ tools for similar function | Consolidate |
+| Shelfware | Paid tools unused | Audit and sunset |
+| Shadow IT | Unapproved tools in use | Governance + training |
+| Missing governance | No standards or ownership | Establish governance |
+| Poor integration | Manual data transfer | Invest in integration |
+
+## Related Tasks
+
+- `designops-maturity-assessment.md` - Broader assessment
+- `design-process-optimization.md` - Optimize workflows first
+- `designops-metrics-setup.md` - Track tool effectiveness
+
+## Related Checklists
+
+- `squads/design/checklists/designops-maturity-checklist.md`
+- `squads/design/checklists/design-team-health-checklist.md`
+- `squads/design/checklists/design-handoff-checklist.md`
+
+## Notes
+
+> Remember: A tool audit without workflow understanding is just a spreadsheet exercise. Understand how work flows, then evaluate if tools support that flow.
+
+
+## Process Guards
+- **Execution Type:** `Hybrid`
+- **Dependencies:** depends_on: `[]` · enables: `[]` · workflow: `design-system`
+- **On Fail:** Stop execution, capture evidence, and return remediation steps before proceeding.
+
+## Success Criteria
+- [ ] Output artifact(s) generated and referenced.
+- [ ] Validation checks executed with evidence.
+- [ ] Next-step dependencies documented.

package/pro/squads/design/tasks/design-triage.md

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+# Design Triage - Design System Scope Gate
+
+> Task ID: design-triage
+> Agent: Design Chief
+> Version: 2.0.0
+
+## Purpose
+
+Classify incoming requests and route them correctly:
+
+- in-scope -> execute inside `squads/design`
+- out-of-scope -> handoff to `squads/brand` or `squads/content-visual`
+
+## Inputs
+
+- `request`: user request text
+- `context` (optional): constraints, deadline, stack, existing artifacts
+
+## Classification
+
+```yaml
+in_scope:
+  - design system
+  - component architecture
+  - tokens
+  - atomic refactor
+  - accessibility/wcag/aria
+  - registry/metadata/mcp
+  - designops for design system
+
+out_of_scope_brand:
+  - brand strategy
+  - logo
+  - pricing/proposal positioning
+
+out_of_scope_content_visual:
+  - thumbnail/youtube
+  - photography/lighting
+  - photo/video editing
+```
+
+## Workflow
+
+1. Parse objective and deliverable.
+2. Match against classification map.
+3. If in-scope, route by domain:
+   - DS architecture/tokens/components -> `@brad-frost`
+   - DesignOps/process/adoption model -> `@dave-malouf`
+   - Stakeholder buy-in and DS narrative -> `@dan-mall`
+4. If out-of-scope:
+   - brand/logo/pricing -> `/Brand`
+   - thumbnail/photo/video -> `/ContentVisual`
+5. Return routing decision with rationale and next step.
+
+## Output Contract
+
+```yaml
+triage_result:
+  scope: "in_scope|out_of_scope"
+  domain: "design-system|designops|adoption|brand|content-visual"
+  route_to: "@agent-or-/Squad"
+  confidence: "high|medium|low"
+  rationale:
+    - "matched keyword/domain"
+  next_step:
+    - "exact task/workflow to start"
+```
+
+## Quality Gates
+
+- Must declare scope explicitly.
+- Must include one clear route target.
+- Must not keep out-of-scope work in this squad.
+
+
+## Related Checklists
+
+- `squads/design/checklists/design-handoff-checklist.md`
+- `squads/design/checklists/design-team-health-checklist.md`
+
+## Process Guards
+- **Execution Type:** `Hybrid`
+- **Dependencies:** depends_on: `[]` · enables: `[]` · workflow: `design-system`
+- **On Fail:** Stop execution, capture evidence, and return remediation steps before proceeding.
+
+## Success Criteria
+- [ ] Output artifact(s) generated and referenced.
+- [ ] Validation checks executed with evidence.
+- [ ] Next-step dependencies documented.