aiox-core 5.0.3 → 5.0.4

package/pro/squads/design/tasks/design-team-scaling.md

@@ -1,407 +1,407 @@
-# design-team-scaling
-
-> Plan design team growth and structure using Dave Malouf's scaling framework and team topology principles.
-
-## Overview
-
-This task guides strategic planning for scaling a design team from current state to target size. It emphasizes building systems before adding headcount, following Malouf's principle: "Scale through systems, not just headcount."
-
-## Prerequisites
-
-- Completed `designops-maturity-assessment.md` (know your current maturity)
-- Understanding of business growth plans
-- Budget parameters (rough estimates acceptable)
-- Timeline expectations
-
-## Malouf Framework Reference
-
-### Scaling Phases
-| Phase | Size | Name | Key Focus |
-|-------|------|------|-----------|
-| 1 | 0-5 | Founding | Establish credibility, first wins |
-| 2 | 5-15 | Building | Standardize, build foundations |
-| 3 | 15-50 | Scaling | Scale processes, build management |
-| 4 | 50-150 | Optimizing | Efficiency, centers of excellence |
-| 5 | 150+ | Enterprise | Multi-BU coordination, global |
-
-### Team Topologies
-| Topology | Description | Best For |
-|----------|-------------|----------|
-| Centralized | All designers in one team | <20 designers, consistency priority |
-| Embedded | Designers sit in product teams | Speed priority, deep product knowledge |
-| Federated | Embedded with dotted line to design | 50+ designers, balance consistency/speed |
-| Hybrid | Mix based on function | Large, complex orgs, specialized needs |
-
-### Scaling Principles
-1. Systems before headcount
-2. Hire one level ahead
-3. Document before scaling
-4. Measure what matters
-5. Culture is fragile at scale
-6. Governance enables, not restricts
-
-## Task Steps
-
-### Phase 1: Current State Assessment
-
-```yaml
-step: 1
-name: "Assess Current State"
-questions:
-  headcount:
-    - "How many designers currently?"
-    - "What's the breakdown by role/level?"
-    - "What's the designer-to-engineer ratio?"
-    - "What's the designer-to-PM ratio?"
-  maturity:
-    - "What's your DesignOps maturity level?"
-    - "What processes are documented?"
-    - "What's working well?"
-    - "What's breaking?"
-  structure:
-    - "Current topology (centralized/embedded/etc)?"
-    - "Reporting structure?"
-    - "Who manages designers?"
-output: |
-  CURRENT STATE SNAPSHOT
-
-  Headcount: [X] designers
-  Breakdown:
-  - Senior: [X]
-  - Mid: [X]
-  - Junior: [X]
-  - Specialists: [X] (research, systems, etc.)
-
-  Ratios:
-  - Designer:Engineer = 1:[X]
-  - Designer:PM = 1:[X]
-
-  Maturity Level: [X]/5
-  Current Topology: [type]
-
-  Strengths:
-  - [list]
-
-  Pain Points:
-  - [list]
-```
-
-### Phase 2: Target State Definition
-
-```yaml
-step: 2
-name: "Define Target State"
-questions:
-  growth:
-    - "Target headcount in 6/12/18 months?"
-    - "What's driving the growth?"
-    - "What new capabilities are needed?"
-  business_context:
-    - "New products/markets?"
-    - "Acquisition/merger planned?"
-    - "Reorganization coming?"
-  constraints:
-    - "Budget constraints?"
-    - "Hiring market conditions?"
-    - "Timeline pressures?"
-output: |
-  TARGET STATE DEFINITION
-
-  Timeline: [X] months
-  Target Headcount: [Y] designers
-  Growth Rate: [Z] designers/quarter
-
-  New Capabilities Needed:
-  - [list]
-
-  Business Drivers:
-  - [list]
-
-  Constraints:
-  - [list]
-```
-
-### Phase 3: Gap Analysis (Systems vs Headcount)
-
-```yaml
-step: 3
-name: "Identify Systems Gaps"
-principle: "Build the system before hiring - otherwise you're just adding chaos."
-checklist:
-  processes:
-    - "[ ] Design workflow documented?"
-    - "[ ] Handoff process defined?"
-    - "[ ] Review process standardized?"
-    - "[ ] Project intake established?"
-  tools:
-    - "[ ] Tool stack standardized?"
-    - "[ ] Asset management centralized?"
-    - "[ ] Design system exists?"
-    - "[ ] Collaboration tools unified?"
-  people_ops:
-    - "[ ] Hiring process documented?"
-    - "[ ] Interview rubric exists?"
-    - "[ ] Onboarding program built?"
-    - "[ ] Career ladder defined?"
-  governance:
-    - "[ ] Decision rights clear?"
-    - "[ ] Standards documented?"
-    - "[ ] Escalation paths defined?"
-    - "[ ] Quality gates established?"
-  metrics:
-    - "[ ] Baseline metrics collected?"
-    - "[ ] Success metrics defined?"
-    - "[ ] Reporting cadence set?"
-output: |
-  SYSTEMS GAP ANALYSIS
-
-  Ready to Scale:
-  - [list of checked items]
-
-  Must Build Before Scaling:
-  - [list of unchecked items, prioritized]
-
-  Estimated Effort: [X] weeks/months to close gaps
-```
-
-### Phase 4: Topology Recommendation
-
-```yaml
-step: 4
-name: "Evaluate Team Topology"
-decision_factors:
-  - current_size: "[X]"
-  - target_size: "[Y]"
-  - product_complexity: "[low/medium/high]"
-  - consistency_priority: "[1-5]"
-  - speed_priority: "[1-5]"
-  - maturity_level: "[1-5]"
-
-evaluation_matrix: |
-  | Factor | Weight | Centralized | Embedded | Federated | Hybrid |
-  |--------|--------|-------------|----------|-----------|--------|
-  | Size fit | 30% | [1-5] | [1-5] | [1-5] | [1-5] |
-  | Consistency | 25% | [1-5] | [1-5] | [1-5] | [1-5] |
-  | Speed | 25% | [1-5] | [1-5] | [1-5] | [1-5] |
-  | Maturity fit | 20% | [1-5] | [1-5] | [1-5] | [1-5] |
-  | **Weighted Total** | | [X] | [X] | [X] | [X] |
-
-output: |
-  TOPOLOGY RECOMMENDATION
-
-  Recommended: [Topology]
-
-  Rationale:
-  - [reason 1]
-  - [reason 2]
-  - [reason 3]
-
-  Structure Proposal:
-  [Org chart or description]
-
-  Transition Plan (if changing):
-  1. [step]
-  2. [step]
-  3. [step]
-
-  Warning Signs to Watch:
-  - [sign 1]
-  - [sign 2]
-```
-
-### Phase 5: Scaling Roadmap
-
-```yaml
-step: 5
-name: "Build Scaling Roadmap"
-template: |
-  ## DESIGN TEAM SCALING PLAN
-
-  From: [X] designers
-  To: [Y] designers
-  Timeline: [Z] months
-
-  ---
-
-  ### PHASE 1: FOUNDATION
-  Timeline: Months 1-[X]
-  Objective: Build systems before scaling
-
-  **Systems to Build:**
-  - [ ] [system 1]
-  - [ ] [system 2]
-  - [ ] [system 3]
-
-  **Hires (if any):**
-  - [role]: [justification]
-
-  **Success Metrics:**
-  - [metric]: [target]
-
-  ---
-
-  ### PHASE 2: FIRST WAVE
-  Timeline: Months [X]-[Y]
-  Objective: First major hiring push
-
-  **Prerequisites Completed:**
-  - [system 1] operational
-  - [system 2] operational
-
-  **Hires:**
-  | Role | Level | Quantity | Priority |
-  |------|-------|----------|----------|
-  | [role] | [level] | [X] | [1-3] |
-
-  **Management Needs:**
-  - [description]
-
-  **Success Metrics:**
-  - Time to hire: <[X] days
-  - Time to productivity: <[X] days
-  - Satisfaction: >[X]/5
-
-  ---
-
-  ### PHASE 3: ACCELERATION
-  Timeline: Months [X]-[Y]
-  Objective: Scale what works
-
-  **Hires:**
-  | Role | Level | Quantity | Priority |
-  |------|-------|----------|----------|
-  | [role] | [level] | [X] | [1-3] |
-
-  **Programs to Scale:**
-  - [program 1]
-  - [program 2]
-
-  **Success Metrics:**
-  - Process adoption: >[X]%
-  - Retention: >[X]%
-
-  ---
-
-  ### PHASE 4: OPTIMIZATION
-  Timeline: Months [X]-[Y]
-  Objective: Fine-tune and stabilize
-
-  **Final Hires:**
-  - [description]
-
-  **Optimization Focus:**
-  - [area 1]
-  - [area 2]
-
-  **Success Metrics:**
-  - All maturity areas at Level [X]+
-  - Designer satisfaction >[X]/5
-  - Retention >[X]%
-```
-
-### Phase 6: Budget Model
-
-```yaml
-step: 6
-name: "Estimate Budget"
-template: |
-  ## SCALING BUDGET ESTIMATE
-
-  ### PEOPLE COSTS
-
-  | Role | Level | Qty | Annual Cost | Total |
-  |------|-------|-----|-------------|-------|
-  | [role] | [level] | [X] | $[Y]K | $[Z]K |
-
-  Subtotal People: $[X]
-
-  ### TOOLS & INFRASTRUCTURE
-
-  | Item | Per Seat | Seats | Total |
-  |------|----------|-------|-------|
-  | [tool] | $[X] | [Y] | $[Z] |
-
-  Subtotal Tools: $[X]
-
-  ### PROGRAMS
-
-  | Program | Annual Cost |
-  |---------|-------------|
-  | Training/Conferences | $[X] |
-  | Community Events | $[X] |
-  | Learning Budget | $[X] |
-
-  Subtotal Programs: $[X]
-
-  ### TOTAL INVESTMENT
-
-  Year 1: $[X]
-  Year 2: $[X]
-
-  ### ROI PROJECTION
-
-  | Value Driver | Estimated Value |
-  |--------------|-----------------|
-  | Productivity gains | $[X] |
-  | Reduced rework | $[X] |
-  | Faster onboarding | $[X] |
-  | Quality improvement | $[X] |
-
-  Total Projected Value: $[X]
-  ROI Ratio: [X]:1
-```
-
-## Malouf Principles Applied
-
-- **"Scale through systems, not just headcount"** - Build foundation before hiring
-- **"Document before you scale - tribal knowledge doesn't scale"** - Require documentation
-- **"Culture is fragile at scale - intentionality is required"** - Plan culture preservation
-- **"Hire one level ahead - your future self will thank you"** - Plan for growth
-- **"The right structure depends on context"** - Customize topology recommendation
-
-## Output Artifacts
-
-1. **Current State Assessment** - Baseline documentation
-2. **Target State Definition** - Growth goals
-3. **Systems Gap Analysis** - Prerequisites before scaling
-4. **Topology Recommendation** - Structure proposal
-5. **Scaling Roadmap** - Phased plan
-6. **Budget Estimate** - Investment and ROI
-
-## Warning Signs During Scaling
-
-Monitor these indicators that scaling is going wrong:
-
-| Phase | Warning Sign | Action |
-|-------|--------------|--------|
-| Building | Quality inconsistent | Slow down, standardize |
-| Scaling | Managers overwhelmed | Add management layer |
-| Scaling | Communication breaking | Increase rituals |
-| Optimizing | Innovation slowing | Reduce bureaucracy |
-| Enterprise | Ivory tower forming | Increase autonomy |
-
-## Related Tasks
-
-- `designops-maturity-assessment.md` - Assess before scaling
-- `design-tooling-audit.md` - Ensure tools scale
-- `design-process-optimization.md` - Streamline before scaling
-- `designops-metrics-setup.md` - Track scaling success
-
-## Checklist Reference
-
-Use `checklists/design-team-health-checklist.md` to monitor team health during scaling.
-
-
-## Related Checklists
-
-- `squads/design/checklists/ds-component-quality-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.
+# design-team-scaling
+
+> Plan design team growth and structure using Dave Malouf's scaling framework and team topology principles.
+
+## Overview
+
+This task guides strategic planning for scaling a design team from current state to target size. It emphasizes building systems before adding headcount, following Malouf's principle: "Scale through systems, not just headcount."
+
+## Prerequisites
+
+- Completed `designops-maturity-assessment.md` (know your current maturity)
+- Understanding of business growth plans
+- Budget parameters (rough estimates acceptable)
+- Timeline expectations
+
+## Malouf Framework Reference
+
+### Scaling Phases
+| Phase | Size | Name | Key Focus |
+|-------|------|------|-----------|
+| 1 | 0-5 | Founding | Establish credibility, first wins |
+| 2 | 5-15 | Building | Standardize, build foundations |
+| 3 | 15-50 | Scaling | Scale processes, build management |
+| 4 | 50-150 | Optimizing | Efficiency, centers of excellence |
+| 5 | 150+ | Enterprise | Multi-BU coordination, global |
+
+### Team Topologies
+| Topology | Description | Best For |
+|----------|-------------|----------|
+| Centralized | All designers in one team | <20 designers, consistency priority |
+| Embedded | Designers sit in product teams | Speed priority, deep product knowledge |
+| Federated | Embedded with dotted line to design | 50+ designers, balance consistency/speed |
+| Hybrid | Mix based on function | Large, complex orgs, specialized needs |
+
+### Scaling Principles
+1. Systems before headcount
+2. Hire one level ahead
+3. Document before scaling
+4. Measure what matters
+5. Culture is fragile at scale
+6. Governance enables, not restricts
+
+## Task Steps
+
+### Phase 1: Current State Assessment
+
+```yaml
+step: 1
+name: "Assess Current State"
+questions:
+  headcount:
+    - "How many designers currently?"
+    - "What's the breakdown by role/level?"
+    - "What's the designer-to-engineer ratio?"
+    - "What's the designer-to-PM ratio?"
+  maturity:
+    - "What's your DesignOps maturity level?"
+    - "What processes are documented?"
+    - "What's working well?"
+    - "What's breaking?"
+  structure:
+    - "Current topology (centralized/embedded/etc)?"
+    - "Reporting structure?"
+    - "Who manages designers?"
+output: |
+  CURRENT STATE SNAPSHOT
+
+  Headcount: [X] designers
+  Breakdown:
+  - Senior: [X]
+  - Mid: [X]
+  - Junior: [X]
+  - Specialists: [X] (research, systems, etc.)
+
+  Ratios:
+  - Designer:Engineer = 1:[X]
+  - Designer:PM = 1:[X]
+
+  Maturity Level: [X]/5
+  Current Topology: [type]
+
+  Strengths:
+  - [list]
+
+  Pain Points:
+  - [list]
+```
+
+### Phase 2: Target State Definition
+
+```yaml
+step: 2
+name: "Define Target State"
+questions:
+  growth:
+    - "Target headcount in 6/12/18 months?"
+    - "What's driving the growth?"
+    - "What new capabilities are needed?"
+  business_context:
+    - "New products/markets?"
+    - "Acquisition/merger planned?"
+    - "Reorganization coming?"
+  constraints:
+    - "Budget constraints?"
+    - "Hiring market conditions?"
+    - "Timeline pressures?"
+output: |
+  TARGET STATE DEFINITION
+
+  Timeline: [X] months
+  Target Headcount: [Y] designers
+  Growth Rate: [Z] designers/quarter
+
+  New Capabilities Needed:
+  - [list]
+
+  Business Drivers:
+  - [list]
+
+  Constraints:
+  - [list]
+```
+
+### Phase 3: Gap Analysis (Systems vs Headcount)
+
+```yaml
+step: 3
+name: "Identify Systems Gaps"
+principle: "Build the system before hiring - otherwise you're just adding chaos."
+checklist:
+  processes:
+    - "[ ] Design workflow documented?"
+    - "[ ] Handoff process defined?"
+    - "[ ] Review process standardized?"
+    - "[ ] Project intake established?"
+  tools:
+    - "[ ] Tool stack standardized?"
+    - "[ ] Asset management centralized?"
+    - "[ ] Design system exists?"
+    - "[ ] Collaboration tools unified?"
+  people_ops:
+    - "[ ] Hiring process documented?"
+    - "[ ] Interview rubric exists?"
+    - "[ ] Onboarding program built?"
+    - "[ ] Career ladder defined?"
+  governance:
+    - "[ ] Decision rights clear?"
+    - "[ ] Standards documented?"
+    - "[ ] Escalation paths defined?"
+    - "[ ] Quality gates established?"
+  metrics:
+    - "[ ] Baseline metrics collected?"
+    - "[ ] Success metrics defined?"
+    - "[ ] Reporting cadence set?"
+output: |
+  SYSTEMS GAP ANALYSIS
+
+  Ready to Scale:
+  - [list of checked items]
+
+  Must Build Before Scaling:
+  - [list of unchecked items, prioritized]
+
+  Estimated Effort: [X] weeks/months to close gaps
+```
+
+### Phase 4: Topology Recommendation
+
+```yaml
+step: 4
+name: "Evaluate Team Topology"
+decision_factors:
+  - current_size: "[X]"
+  - target_size: "[Y]"
+  - product_complexity: "[low/medium/high]"
+  - consistency_priority: "[1-5]"
+  - speed_priority: "[1-5]"
+  - maturity_level: "[1-5]"
+
+evaluation_matrix: |
+  | Factor | Weight | Centralized | Embedded | Federated | Hybrid |
+  |--------|--------|-------------|----------|-----------|--------|
+  | Size fit | 30% | [1-5] | [1-5] | [1-5] | [1-5] |
+  | Consistency | 25% | [1-5] | [1-5] | [1-5] | [1-5] |
+  | Speed | 25% | [1-5] | [1-5] | [1-5] | [1-5] |
+  | Maturity fit | 20% | [1-5] | [1-5] | [1-5] | [1-5] |
+  | **Weighted Total** | | [X] | [X] | [X] | [X] |
+
+output: |
+  TOPOLOGY RECOMMENDATION
+
+  Recommended: [Topology]
+
+  Rationale:
+  - [reason 1]
+  - [reason 2]
+  - [reason 3]
+
+  Structure Proposal:
+  [Org chart or description]
+
+  Transition Plan (if changing):
+  1. [step]
+  2. [step]
+  3. [step]
+
+  Warning Signs to Watch:
+  - [sign 1]
+  - [sign 2]
+```
+
+### Phase 5: Scaling Roadmap
+
+```yaml
+step: 5
+name: "Build Scaling Roadmap"
+template: |
+  ## DESIGN TEAM SCALING PLAN
+
+  From: [X] designers
+  To: [Y] designers
+  Timeline: [Z] months
+
+  ---
+
+  ### PHASE 1: FOUNDATION
+  Timeline: Months 1-[X]
+  Objective: Build systems before scaling
+
+  **Systems to Build:**
+  - [ ] [system 1]
+  - [ ] [system 2]
+  - [ ] [system 3]
+
+  **Hires (if any):**
+  - [role]: [justification]
+
+  **Success Metrics:**
+  - [metric]: [target]
+
+  ---
+
+  ### PHASE 2: FIRST WAVE
+  Timeline: Months [X]-[Y]
+  Objective: First major hiring push
+
+  **Prerequisites Completed:**
+  - [system 1] operational
+  - [system 2] operational
+
+  **Hires:**
+  | Role | Level | Quantity | Priority |
+  |------|-------|----------|----------|
+  | [role] | [level] | [X] | [1-3] |
+
+  **Management Needs:**
+  - [description]
+
+  **Success Metrics:**
+  - Time to hire: <[X] days
+  - Time to productivity: <[X] days
+  - Satisfaction: >[X]/5
+
+  ---
+
+  ### PHASE 3: ACCELERATION
+  Timeline: Months [X]-[Y]
+  Objective: Scale what works
+
+  **Hires:**
+  | Role | Level | Quantity | Priority |
+  |------|-------|----------|----------|
+  | [role] | [level] | [X] | [1-3] |
+
+  **Programs to Scale:**
+  - [program 1]
+  - [program 2]
+
+  **Success Metrics:**
+  - Process adoption: >[X]%
+  - Retention: >[X]%
+
+  ---
+
+  ### PHASE 4: OPTIMIZATION
+  Timeline: Months [X]-[Y]
+  Objective: Fine-tune and stabilize
+
+  **Final Hires:**
+  - [description]
+
+  **Optimization Focus:**
+  - [area 1]
+  - [area 2]
+
+  **Success Metrics:**
+  - All maturity areas at Level [X]+
+  - Designer satisfaction >[X]/5
+  - Retention >[X]%
+```
+
+### Phase 6: Budget Model
+
+```yaml
+step: 6
+name: "Estimate Budget"
+template: |
+  ## SCALING BUDGET ESTIMATE
+
+  ### PEOPLE COSTS
+
+  | Role | Level | Qty | Annual Cost | Total |
+  |------|-------|-----|-------------|-------|
+  | [role] | [level] | [X] | $[Y]K | $[Z]K |
+
+  Subtotal People: $[X]
+
+  ### TOOLS & INFRASTRUCTURE
+
+  | Item | Per Seat | Seats | Total |
+  |------|----------|-------|-------|
+  | [tool] | $[X] | [Y] | $[Z] |
+
+  Subtotal Tools: $[X]
+
+  ### PROGRAMS
+
+  | Program | Annual Cost |
+  |---------|-------------|
+  | Training/Conferences | $[X] |
+  | Community Events | $[X] |
+  | Learning Budget | $[X] |
+
+  Subtotal Programs: $[X]
+
+  ### TOTAL INVESTMENT
+
+  Year 1: $[X]
+  Year 2: $[X]
+
+  ### ROI PROJECTION
+
+  | Value Driver | Estimated Value |
+  |--------------|-----------------|
+  | Productivity gains | $[X] |
+  | Reduced rework | $[X] |
+  | Faster onboarding | $[X] |
+  | Quality improvement | $[X] |
+
+  Total Projected Value: $[X]
+  ROI Ratio: [X]:1
+```
+
+## Malouf Principles Applied
+
+- **"Scale through systems, not just headcount"** - Build foundation before hiring
+- **"Document before you scale - tribal knowledge doesn't scale"** - Require documentation
+- **"Culture is fragile at scale - intentionality is required"** - Plan culture preservation
+- **"Hire one level ahead - your future self will thank you"** - Plan for growth
+- **"The right structure depends on context"** - Customize topology recommendation
+
+## Output Artifacts
+
+1. **Current State Assessment** - Baseline documentation
+2. **Target State Definition** - Growth goals
+3. **Systems Gap Analysis** - Prerequisites before scaling
+4. **Topology Recommendation** - Structure proposal
+5. **Scaling Roadmap** - Phased plan
+6. **Budget Estimate** - Investment and ROI
+
+## Warning Signs During Scaling
+
+Monitor these indicators that scaling is going wrong:
+
+| Phase | Warning Sign | Action |
+|-------|--------------|--------|
+| Building | Quality inconsistent | Slow down, standardize |
+| Scaling | Managers overwhelmed | Add management layer |
+| Scaling | Communication breaking | Increase rituals |
+| Optimizing | Innovation slowing | Reduce bureaucracy |
+| Enterprise | Ivory tower forming | Increase autonomy |
+
+## Related Tasks
+
+- `designops-maturity-assessment.md` - Assess before scaling
+- `design-tooling-audit.md` - Ensure tools scale
+- `design-process-optimization.md` - Streamline before scaling
+- `designops-metrics-setup.md` - Track scaling success
+
+## Checklist Reference
+
+Use `checklists/design-team-health-checklist.md` to monitor team health during scaling.
+
+
+## Related Checklists
+
+- `squads/design/checklists/ds-component-quality-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.