code-ai-installer 4.0.0 → 4.0.1-b

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (471) hide show
  1. package/README.md +83 -67
  2. package/dist/index.js +2 -0
  3. package/dist/mcp/audit_ledger.d.ts +12 -0
  4. package/dist/mcp/audit_ledger.js +82 -0
  5. package/dist/mcp/cli.js +7 -1
  6. package/dist/mcp/config.d.ts +23 -0
  7. package/dist/mcp/config.js +44 -6
  8. package/dist/mcp/index.d.ts +1 -2
  9. package/dist/mcp/index.js +1 -2
  10. package/dist/mcp/paths.d.ts +20 -2
  11. package/dist/mcp/paths.js +29 -5
  12. package/dist/mcp/proposal_dedup.d.ts +32 -0
  13. package/dist/mcp/proposal_dedup.js +102 -0
  14. package/dist/mcp/proposal_store.d.ts +18 -0
  15. package/dist/mcp/proposal_store.js +74 -0
  16. package/dist/mcp/scorecard.d.ts +140 -0
  17. package/dist/mcp/scorecard.js +103 -0
  18. package/dist/mcp/skill_invocations.d.ts +15 -0
  19. package/dist/mcp/skill_invocations.js +28 -0
  20. package/dist/mcp/task_state.d.ts +77 -2
  21. package/dist/mcp/tools/_subprocess.d.ts +16 -0
  22. package/dist/mcp/tools/_subprocess.js +56 -0
  23. package/dist/mcp/tools/advance_gate.js +2 -2
  24. package/dist/mcp/tools/aggregate_run_metrics.d.ts +19 -0
  25. package/dist/mcp/tools/aggregate_run_metrics.js +139 -0
  26. package/dist/mcp/tools/apply_diff.d.ts +2 -0
  27. package/dist/mcp/tools/apply_diff.js +29 -0
  28. package/dist/mcp/tools/audit_bilocale_parity.d.ts +2 -0
  29. package/dist/mcp/tools/audit_bilocale_parity.js +146 -0
  30. package/dist/mcp/tools/audit_budget_compliance.d.ts +35 -0
  31. package/dist/mcp/tools/audit_budget_compliance.js +172 -0
  32. package/dist/mcp/tools/build.d.ts +2 -0
  33. package/dist/mcp/tools/build.js +47 -0
  34. package/dist/mcp/tools/check_lint.d.ts +2 -0
  35. package/dist/mcp/tools/check_lint.js +23 -0
  36. package/dist/mcp/tools/classify_gate.js +2 -2
  37. package/dist/mcp/tools/current_gate.js +2 -2
  38. package/dist/mcp/tools/dependency_supply_chain.d.ts +2 -0
  39. package/dist/mcp/tools/dependency_supply_chain.js +59 -0
  40. package/dist/mcp/tools/docker_compose.d.ts +2 -0
  41. package/dist/mcp/tools/docker_compose.js +24 -0
  42. package/dist/mcp/tools/e2e_playwright.d.ts +2 -0
  43. package/dist/mcp/tools/e2e_playwright.js +88 -0
  44. package/dist/mcp/tools/get_skill.js +17 -0
  45. package/dist/mcp/tools/git_commit.d.ts +2 -0
  46. package/dist/mcp/tools/git_commit.js +30 -0
  47. package/dist/mcp/tools/list_proposals.d.ts +6 -0
  48. package/dist/mcp/tools/list_proposals.js +16 -0
  49. package/dist/mcp/tools/list_skills.js +9 -1
  50. package/dist/mcp/tools/load_role.d.ts +3 -4
  51. package/dist/mcp/tools/load_role.js +11 -13
  52. package/dist/mcp/tools/propose_change.d.ts +8 -0
  53. package/dist/mcp/tools/propose_change.js +36 -0
  54. package/dist/mcp/tools/record_decision.js +25 -25
  55. package/dist/mcp/tools/review_proposal.d.ts +17 -0
  56. package/dist/mcp/tools/review_proposal.js +99 -0
  57. package/dist/mcp/tools/run_drift_audit.d.ts +11 -0
  58. package/dist/mcp/tools/run_drift_audit.js +79 -0
  59. package/dist/mcp/tools/run_tests.d.ts +2 -0
  60. package/dist/mcp/tools/run_tests.js +92 -0
  61. package/dist/mcp/tools/sign_off.js +14 -2
  62. package/dist/mcp/tools/stubs.js +30 -9
  63. package/dist/mcp/tools/verify_claim.js +33 -6
  64. package/dist/mcp_setup.d.ts +14 -3
  65. package/dist/mcp_setup.js +15 -6
  66. package/dist/shared/frontmatter.d.ts +44 -2
  67. package/dist/shared/frontmatter.js +54 -6
  68. package/dist/shared/index.d.ts +0 -5
  69. package/dist/shared/index.js +0 -5
  70. package/dist/shared/persona.d.ts +2 -2
  71. package/dist/shared/persona.js +1 -1
  72. package/dist/shared/pipeline.d.ts +46 -1
  73. package/dist/shared/tools.d.ts +1382 -16
  74. package/dist/shared/tools.js +229 -0
  75. package/dist/shared/vocabulary.d.ts +99 -4
  76. package/dist/shared/vocabulary.js +94 -5
  77. package/domains/analytics/.agents/skills/ansoff-matrix/SKILL.md +316 -300
  78. package/domains/analytics/.agents/skills/bcg-matrix/SKILL.md +345 -329
  79. package/domains/analytics/.agents/skills/blue-ocean-strategy/SKILL.md +432 -416
  80. package/domains/analytics/.agents/skills/board/SKILL.md +22 -0
  81. package/domains/analytics/.agents/skills/cohort-analysis/SKILL.md +338 -322
  82. package/domains/analytics/.agents/skills/competitive-analysis/SKILL.md +413 -395
  83. package/domains/analytics/.agents/skills/customer-journey-mapping/SKILL.md +347 -331
  84. package/domains/analytics/.agents/skills/gates/SKILL.md +388 -366
  85. package/domains/analytics/.agents/skills/handoff/SKILL.md +402 -380
  86. package/domains/analytics/.agents/skills/html-pdf-report/SKILL.md +21 -289
  87. package/domains/analytics/.agents/skills/html-pdf-report-reference/SKILL.md +325 -0
  88. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/claude.json +17 -0
  89. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/copilot.json +17 -0
  90. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/gemini.json +17 -0
  91. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/kimi.yaml +15 -0
  92. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/openai.yaml +10 -0
  93. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/qwen.json +17 -0
  94. package/domains/analytics/.agents/skills/html-pdf-report-reference/agents/skill.yaml +23 -0
  95. package/domains/analytics/.agents/skills/icp-buyer-persona/SKILL.md +407 -390
  96. package/domains/analytics/.agents/skills/jtbd-analysis/SKILL.md +357 -341
  97. package/domains/analytics/.agents/skills/karpathy-guidelines/SKILL.md +32 -0
  98. package/domains/analytics/.agents/skills/pest-analysis/SKILL.md +324 -305
  99. package/domains/analytics/.agents/skills/porters-five-forces/SKILL.md +377 -361
  100. package/domains/analytics/.agents/skills/report-design/SKILL.md +416 -398
  101. package/domains/analytics/.agents/skills/rfm-analysis/SKILL.md +330 -314
  102. package/domains/analytics/.agents/skills/session-prompt-generator/SKILL.md +400 -378
  103. package/domains/analytics/.agents/skills/swot-analysis/SKILL.md +340 -324
  104. package/domains/analytics/.agents/skills/tam-sam-som/SKILL.md +329 -312
  105. package/domains/analytics/.agents/skills/trend-analysis/SKILL.md +347 -331
  106. package/domains/analytics/.agents/skills/unit-economics/SKILL.md +430 -413
  107. package/domains/analytics/.agents/skills/value-chain-analysis/SKILL.md +346 -330
  108. package/domains/analytics/.agents/skills/web-research/SKILL.md +323 -308
  109. package/domains/analytics/AGENTS.md +1 -0
  110. package/domains/analytics/agents/auditor.md +76 -0
  111. package/domains/analytics/agents/conductor.md +11 -0
  112. package/domains/analytics/agents/data_analyst.md +11 -0
  113. package/domains/analytics/agents/designer.md +11 -0
  114. package/domains/analytics/agents/interviewer.md +11 -0
  115. package/domains/analytics/agents/layouter.md +11 -0
  116. package/domains/analytics/agents/mediator.md +11 -0
  117. package/domains/analytics/agents/researcher.md +11 -0
  118. package/domains/analytics/agents/strategist.md +11 -0
  119. package/domains/analytics/locales/en/.agents/skills/ansoff-matrix/SKILL.md +316 -300
  120. package/domains/analytics/locales/en/.agents/skills/bcg-matrix/SKILL.md +345 -329
  121. package/domains/analytics/locales/en/.agents/skills/blue-ocean-strategy/SKILL.md +432 -416
  122. package/domains/analytics/locales/en/.agents/skills/board/SKILL.md +22 -0
  123. package/domains/analytics/locales/en/.agents/skills/cohort-analysis/SKILL.md +338 -322
  124. package/domains/analytics/locales/en/.agents/skills/competitive-analysis/SKILL.md +413 -395
  125. package/domains/analytics/locales/en/.agents/skills/customer-journey-mapping/SKILL.md +347 -331
  126. package/domains/analytics/locales/en/.agents/skills/gates/SKILL.md +388 -366
  127. package/domains/analytics/locales/en/.agents/skills/handoff/SKILL.md +402 -380
  128. package/domains/analytics/locales/en/.agents/skills/html-pdf-report/SKILL.md +21 -289
  129. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/SKILL.md +325 -0
  130. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/claude.json +17 -0
  131. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/copilot.json +17 -0
  132. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/gemini.json +17 -0
  133. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/kimi.yaml +15 -0
  134. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/openai.yaml +10 -0
  135. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/qwen.json +17 -0
  136. package/domains/analytics/locales/en/.agents/skills/html-pdf-report-reference/agents/skill.yaml +29 -0
  137. package/domains/analytics/locales/en/.agents/skills/icp-buyer-persona/SKILL.md +407 -390
  138. package/domains/analytics/locales/en/.agents/skills/jtbd-analysis/SKILL.md +357 -341
  139. package/domains/analytics/locales/en/.agents/skills/karpathy-guidelines/SKILL.md +32 -0
  140. package/domains/analytics/locales/en/.agents/skills/pest-analysis/SKILL.md +324 -305
  141. package/domains/analytics/locales/en/.agents/skills/porters-five-forces/SKILL.md +377 -361
  142. package/domains/analytics/locales/en/.agents/skills/report-design/SKILL.md +416 -398
  143. package/domains/analytics/locales/en/.agents/skills/rfm-analysis/SKILL.md +330 -314
  144. package/domains/analytics/locales/en/.agents/skills/session-prompt-generator/SKILL.md +400 -378
  145. package/domains/analytics/locales/en/.agents/skills/swot-analysis/SKILL.md +340 -324
  146. package/domains/analytics/locales/en/.agents/skills/tam-sam-som/SKILL.md +329 -312
  147. package/domains/analytics/locales/en/.agents/skills/trend-analysis/SKILL.md +347 -331
  148. package/domains/analytics/locales/en/.agents/skills/unit-economics/SKILL.md +430 -413
  149. package/domains/analytics/locales/en/.agents/skills/value-chain-analysis/SKILL.md +366 -350
  150. package/domains/analytics/locales/en/.agents/skills/web-research/SKILL.md +324 -309
  151. package/domains/analytics/locales/en/AGENTS.md +1 -0
  152. package/domains/analytics/locales/en/agents/auditor.md +76 -0
  153. package/domains/analytics/locales/en/agents/conductor.md +27 -0
  154. package/domains/analytics/locales/en/agents/data_analyst.md +29 -0
  155. package/domains/analytics/locales/en/agents/designer.md +27 -0
  156. package/domains/analytics/locales/en/agents/interviewer.md +11 -0
  157. package/domains/analytics/locales/en/agents/layouter.md +11 -0
  158. package/domains/analytics/locales/en/agents/mediator.md +11 -0
  159. package/domains/analytics/locales/en/agents/researcher.md +11 -0
  160. package/domains/analytics/locales/en/agents/strategist.md +11 -0
  161. package/domains/analytics/persona/persona-base.md +94 -0
  162. package/domains/analytics/pipeline.yaml +102 -0
  163. package/domains/content/.agents/skills/audience-analysis/SKILL.md +15 -0
  164. package/domains/content/.agents/skills/board/SKILL.md +20 -0
  165. package/domains/content/.agents/skills/brand-compliance/SKILL.md +15 -0
  166. package/domains/content/.agents/skills/brand-guidelines/SKILL.md +17 -0
  167. package/domains/content/.agents/skills/competitor-content-analysis/SKILL.md +15 -0
  168. package/domains/content/.agents/skills/content-brief/SKILL.md +15 -0
  169. package/domains/content/.agents/skills/content-calendar/SKILL.md +15 -0
  170. package/domains/content/.agents/skills/content-release-gate/SKILL.md +15 -0
  171. package/domains/content/.agents/skills/content-review-checklist/SKILL.md +15 -0
  172. package/domains/content/.agents/skills/cta-optimization/SKILL.md +15 -0
  173. package/domains/content/.agents/skills/data-storytelling/SKILL.md +15 -0
  174. package/domains/content/.agents/skills/email-copywriting/SKILL.md +15 -0
  175. package/domains/content/.agents/skills/email-engagement-tiers/SKILL.md +15 -0
  176. package/domains/content/.agents/skills/fact-checking/SKILL.md +15 -0
  177. package/domains/content/.agents/skills/gates/SKILL.md +20 -0
  178. package/domains/content/.agents/skills/google-stitch-content/SKILL.md +15 -0
  179. package/domains/content/.agents/skills/handoff/SKILL.md +24 -0
  180. package/domains/content/.agents/skills/headline-formulas/SKILL.md +15 -0
  181. package/domains/content/.agents/skills/image-prompt-engineering/SKILL.md +15 -0
  182. package/domains/content/.agents/skills/karpathy-guidelines/SKILL.md +28 -0
  183. package/domains/content/.agents/skills/mailerlite-email-ops/SKILL.md +15 -0
  184. package/domains/content/.agents/skills/marketing-psychology/SKILL.md +15 -0
  185. package/domains/content/.agents/skills/moodboard/SKILL.md +15 -0
  186. package/domains/content/.agents/skills/platform-compliance/SKILL.md +15 -0
  187. package/domains/content/.agents/skills/platform-strategy/SKILL.md +15 -0
  188. package/domains/content/.agents/skills/platform-visual-specs/SKILL.md +15 -0
  189. package/domains/content/.agents/skills/readability-scoring/SKILL.md +15 -0
  190. package/domains/content/.agents/skills/seo-copywriting/SKILL.md +15 -0
  191. package/domains/content/.agents/skills/social-media-formats/SKILL.md +15 -0
  192. package/domains/content/.agents/skills/source-verification/SKILL.md +15 -0
  193. package/domains/content/.agents/skills/storytelling-framework/SKILL.md +15 -0
  194. package/domains/content/.agents/skills/tone-of-voice/SKILL.md +15 -0
  195. package/domains/content/.agents/skills/topic-research/SKILL.md +15 -0
  196. package/domains/content/.agents/skills/trend-research/SKILL.md +15 -0
  197. package/domains/content/.agents/skills/visual-brief/SKILL.md +15 -0
  198. package/domains/content/AGENTS.md +4 -0
  199. package/domains/content/agents/auditor.md +76 -0
  200. package/domains/content/agents/conductor.md +11 -0
  201. package/domains/content/agents/copywriter.md +11 -0
  202. package/domains/content/agents/researcher.md +11 -0
  203. package/domains/content/agents/reviewer.md +11 -0
  204. package/domains/content/agents/strategist.md +11 -0
  205. package/domains/content/agents/visual_concept.md +11 -0
  206. package/domains/content/locales/en/.agents/skills/audience-analysis/SKILL.md +15 -0
  207. package/domains/content/locales/en/.agents/skills/board/SKILL.md +20 -0
  208. package/domains/content/locales/en/.agents/skills/brand-compliance/SKILL.md +15 -0
  209. package/domains/content/locales/en/.agents/skills/brand-guidelines/SKILL.md +17 -0
  210. package/domains/content/locales/en/.agents/skills/competitor-content-analysis/SKILL.md +15 -0
  211. package/domains/content/locales/en/.agents/skills/content-brief/SKILL.md +15 -0
  212. package/domains/content/locales/en/.agents/skills/content-calendar/SKILL.md +15 -0
  213. package/domains/content/locales/en/.agents/skills/content-release-gate/SKILL.md +15 -0
  214. package/domains/content/locales/en/.agents/skills/content-review-checklist/SKILL.md +15 -0
  215. package/domains/content/locales/en/.agents/skills/cta-optimization/SKILL.md +15 -0
  216. package/domains/content/locales/en/.agents/skills/data-storytelling/SKILL.md +15 -0
  217. package/domains/content/locales/en/.agents/skills/email-copywriting/SKILL.md +15 -0
  218. package/domains/content/locales/en/.agents/skills/email-engagement-tiers/SKILL.md +15 -0
  219. package/domains/content/locales/en/.agents/skills/fact-checking/SKILL.md +15 -0
  220. package/domains/content/locales/en/.agents/skills/gates/SKILL.md +20 -0
  221. package/domains/content/locales/en/.agents/skills/google-stitch-content/SKILL.md +15 -0
  222. package/domains/content/locales/en/.agents/skills/handoff/SKILL.md +24 -0
  223. package/domains/content/locales/en/.agents/skills/headline-formulas/SKILL.md +15 -0
  224. package/domains/content/locales/en/.agents/skills/image-prompt-engineering/SKILL.md +15 -0
  225. package/domains/content/locales/en/.agents/skills/karpathy-guidelines/SKILL.md +30 -1
  226. package/domains/content/locales/en/.agents/skills/mailerlite-email-ops/SKILL.md +15 -0
  227. package/domains/content/locales/en/.agents/skills/marketing-psychology/SKILL.md +15 -0
  228. package/domains/content/locales/en/.agents/skills/moodboard/SKILL.md +15 -0
  229. package/domains/content/locales/en/.agents/skills/platform-compliance/SKILL.md +15 -0
  230. package/domains/content/locales/en/.agents/skills/platform-strategy/SKILL.md +15 -0
  231. package/domains/content/locales/en/.agents/skills/platform-visual-specs/SKILL.md +15 -0
  232. package/domains/content/locales/en/.agents/skills/readability-scoring/SKILL.md +15 -0
  233. package/domains/content/locales/en/.agents/skills/seo-copywriting/SKILL.md +15 -0
  234. package/domains/content/locales/en/.agents/skills/social-media-formats/SKILL.md +15 -0
  235. package/domains/content/locales/en/.agents/skills/source-verification/SKILL.md +15 -0
  236. package/domains/content/locales/en/.agents/skills/storytelling-framework/SKILL.md +15 -0
  237. package/domains/content/locales/en/.agents/skills/tone-of-voice/SKILL.md +15 -0
  238. package/domains/content/locales/en/.agents/skills/topic-research/SKILL.md +15 -0
  239. package/domains/content/locales/en/.agents/skills/trend-research/SKILL.md +15 -0
  240. package/domains/content/locales/en/.agents/skills/visual-brief/SKILL.md +15 -0
  241. package/domains/content/locales/en/AGENTS.md +4 -0
  242. package/domains/content/locales/en/agents/auditor.md +76 -0
  243. package/domains/content/locales/en/agents/conductor.md +12 -0
  244. package/domains/content/locales/en/agents/copywriter.md +12 -0
  245. package/domains/content/locales/en/agents/researcher.md +12 -0
  246. package/domains/content/locales/en/agents/reviewer.md +12 -0
  247. package/domains/content/locales/en/agents/strategist.md +12 -0
  248. package/domains/content/locales/en/agents/visual_concept.md +12 -0
  249. package/domains/content/persona/persona-base.md +94 -0
  250. package/domains/content/pipeline.yaml +96 -0
  251. package/domains/development/.agents/skills/adr-log/SKILL.md +1 -0
  252. package/domains/development/.agents/skills/design-intake/SKILL.md +0 -4
  253. package/domains/development/.agents/skills/karpathy-guidelines/SKILL.md +2 -1
  254. package/domains/development/.agents/skills/lava-flow-legacy-detection/SKILL.md +15 -1
  255. package/domains/development/.agents/skills/mcp-integration/SKILL.md +211 -0
  256. package/domains/development/.agents/skills/mcp-integration/agents/claude.json +22 -0
  257. package/domains/development/.agents/skills/mcp-integration/agents/copilot.json +22 -0
  258. package/domains/development/.agents/skills/mcp-integration/agents/gemini.json +22 -0
  259. package/domains/development/.agents/skills/mcp-integration/agents/kimi.yaml +18 -0
  260. package/domains/development/.agents/skills/mcp-integration/agents/openai.yaml +8 -0
  261. package/domains/development/.agents/skills/mcp-integration/agents/qwen.json +22 -0
  262. package/domains/development/.agents/skills/mcp-integration/agents/skill.yaml +26 -0
  263. package/domains/development/.agents/skills/qa-ui-a11y-smoke/SKILL.md +1 -1
  264. package/domains/development/.agents/skills/ui-a11y-smoke-review/SKILL.md +1 -1
  265. package/domains/development/AGENTS.md +1 -0
  266. package/domains/development/AGENTS.yaml +1 -0
  267. package/domains/development/agents/architect.md +13 -1
  268. package/domains/development/agents/auditor.md +74 -0
  269. package/domains/development/agents/conductor.md +14 -3
  270. package/domains/development/agents/devops.md +8 -9
  271. package/domains/development/agents/reviewer.md +12 -0
  272. package/domains/development/agents/senior_full_stack.md +12 -0
  273. package/domains/development/agents/tester.md +10 -16
  274. package/domains/development/locales/en/.agents/skills/adr-log/SKILL.md +1 -0
  275. package/domains/development/locales/en/.agents/skills/current-state-analysis/SKILL.md +256 -172
  276. package/domains/development/locales/en/.agents/skills/karpathy-guidelines/SKILL.md +2 -1
  277. package/domains/development/locales/en/.agents/skills/lava-flow-legacy-detection/SKILL.md +15 -1
  278. package/domains/development/locales/en/.agents/skills/mcp-integration/SKILL.md +211 -0
  279. package/domains/development/locales/en/.agents/skills/mcp-integration/agents/claude.json +22 -0
  280. package/domains/development/locales/en/.agents/skills/mcp-integration/agents/copilot.json +22 -0
  281. package/domains/development/locales/en/.agents/skills/mcp-integration/agents/gemini.json +22 -0
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@@ -1,305 +1,321 @@
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- ---
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- name: product-roadmap
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- description: Theme-based roadmap — Now / Next / Later, without hard dates, attached to OKR
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- ---
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- # Product Roadmap
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-
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- > **Category:** Strategy · **Slug:** `product-roadmap`
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-
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- ## When to Use
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-
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- - During quarterly or semi-annual planning.
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- - For stakeholder communication (exec, sales, customer success).
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- - For alignment of cross-functional work (eng + design + marketing + CS).
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- - For a public-facing customer roadmap (with caveats).
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-
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- ## Input
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-
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- | Field | Required | Description |
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- |-------|:--------:|-------------|
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- | Product vision | ✅ | Long-term direction |
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- | OKRs | ✅ | Current quarter goals |
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- | North Star Metric | ✅ | Alignment anchor |
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- | Backlog (prioritized) | ✅ | Initiatives + score |
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- | Capacity | ✅ | Team size, eng bandwidth |
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- | Known commitments | ⬚ | Customer promises, compliance deadlines |
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-
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- ## Data Sources
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-
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- 1. `$okr-framework` quarterly goals.
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- 2. `$rice-scoring` / `$moscow-prioritization` initiatives.
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- 3. `$jtbd-canvas` / `$opportunity-solution-tree` — opportunity themes.
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- 4. Customer feedback (support, NPS, direct requests).
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-
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- ### Related Skills
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-
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- | Skill | What we take | When to invoke |
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- |-------|-------------|----------------|
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- | `okr-framework` | KRs | Before roadmap |
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- | `rice-scoring` | Prioritized initiatives | For Now/Next/Later assignment |
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- | `kano-model` | Feature balance | Balance must-have / delighters |
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- | `product-vision` | Themes rationale | Themes must fit vision |
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-
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- ## Format: Now / Next / Later by Theme
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-
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- ```
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- Theme A: [Customer outcome]
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- Now (0-3 months): [Initiative 1], [Initiative 2]
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- Next (3-6 months): [Initiative 3]
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- Later (6+ months): [Theme direction]
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-
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- Theme B: ...
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- ```
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-
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- **Themes**, not features: each theme = customer outcome or strategic direction.
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-
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- ## Protocol
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-
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- ### Step 0 — Identify Themes
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-
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- From vision + OKR determine 3-5 themes for the current horizon.
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-
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- Theme = customer-valued outcome, not «Q2 release».
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-
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- Good themes:
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- - «Onboarding: new teams activate in <7 days»
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- - «Enterprise-ready: SSO, SCIM, audit logs»
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- - «Usage visibility: account-level analytics»
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-
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- ❌ Bad themes:
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- - «Platform improvements» (too abstract)
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- - «Bug fixes» (not a theme, this is operational)
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- - «Ship feature X» (single feature ≠ theme)
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-
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- ### Step 1Initiatives per Theme
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-
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- For each theme a list of initiatives (from backlog). Via `$rice-scoring`.
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-
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- | Theme | Initiative | RICE Score | Effort (t-shirt) |
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- |-------|------------|:----------:|:----------------:|
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- | Onboarding | In-app checklist | 45 | M |
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- | Onboarding | Team templates | 30 | L |
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-
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- ### Step 2 Capacity Check
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-
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- - Team size × weeks = total person-weeks
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- - Minus: oncall, meetings, eng debt, slack (~30%)
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- - Net available = useful capacity
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-
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- Match Now (0-3 months) to ~70-80% capacity. The rest — buffer for incidents, emergent work.
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-
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- ### Step 3 — Assignment to Now / Next / Later
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-
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- **Now** — committed to work, specific scope, start date within 6 weeks.
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-
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- **Next** — high-priority, but scope/timing TBD. Will start in 3-6 months.
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-
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- **Later** strategically important, but not yet shaped. Placeholder for directions.
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-
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- Don't put dates, except for hard external commits (compliance, customer SLA).
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-
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- ### Step 4 Cross-team Dependencies
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-
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- For each initiative:
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- - Which teams are involved (design, data, platform, security)?
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- - External dependencies (vendors, legal, partnerships)?
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- - Hard deadlines (contract, regulation)?
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-
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- ### Step 5 — Risks + Contingencies
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-
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- - Top 3 risks per theme (missing deps, scope uncertainty, hiring)
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- - Trigger events what will force a roadmap adjustment
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-
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- ### Step 6 Communication Artifact
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-
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- Two formats:
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- - **Internal roadmap** — full, with RICE scores, risks
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- - **External roadmap** (if shared with customers) themes + directions, **without promised dates**, with disclaimer «subject to change»
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-
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- ### Step 7 — Review Cadence
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-
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- - **Monthly:** progress, emergent work, re-assignment
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- - **Quarterly:** Now → shipped, Next → Now, Later → shaped
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- - **Board/exec:** quarterly summary
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-
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- ## Validation (Quality Gate)
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-
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- - [ ] 3-5 themes, customer-outcome framed
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- - [ ] Each theme has initiatives
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- - [ ] Initiatives scored (RICE / MoSCoW)
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- - [ ] Capacity check: Now ~70-80%
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- - [ ] No hard dates except external commits
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- - [ ] Dependencies identified
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- - [ ] Risks listed
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- - [ ] Internal + external versions separated
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-
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- ## Handoff
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-
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- The result is input for:
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- - **PM** PRDs for Now initiatives
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- - **Tech Lead** → engineering planning
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- - **Stakeholders** expectation setting
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- - **Mediator** (Full A) — for synthesis
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-
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- Format: roadmap doc (markdown + optional visual / timeline). Via `$handoff`.
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-
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- ## Anti-patterns
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-
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- | Error | Why it's bad | How to do it right |
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- |-------|-------------|-------------------|
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- | Dated roadmap (public) | Missed dates → trust erosion | Themes without dates externally |
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- | Feature list instead of themes | No outcome framing | Themes = outcomes |
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- | 100% capacity | No buffer for incidents | 70-80% in Now |
153
- | Too many themes (6+) | Focus lost | 3-5 themes |
154
- | No review cadence | Stale roadmap | Monthly check-ins |
155
- | Promise «all of this» | Under-delivers | Now = commitment, Next = intent, Later = direction |
156
-
157
- ## Template
158
-
159
- ```markdown
160
- # Product Roadmap Q2-Q3 2026
161
-
162
- ## Themes
163
-
164
- ### Theme 1: [Customer Outcome]
165
- **Why:** [alignment with vision / OKR]
166
-
167
- #### Now (0-3 months)
168
- - [Initiative A] RICE 45, Effort M, Owner: PM-X
169
- - [Initiative B] RICE 30, Effort L
170
-
171
- #### Next (3-6 months)
172
- - [Initiative C]
173
-
174
- #### Later (6+ months)
175
- - [Direction]
176
-
177
- **Dependencies:** [cross-team]
178
- **Risks:** [top 3]
179
-
180
- ### Theme 2: ...
181
-
182
- ---
183
-
184
- ## Capacity
185
- - Team: N people
186
- - Now commitment: X person-weeks (Y% capacity)
187
- - Buffer: 20%
188
-
189
- ## Review Cadence
190
- - Monthly: progress + emergent work
191
- - Quarterly: re-shape Next/Later
192
- ```
193
-
194
- ## Worked Example — TeamFlow Roadmap Q2-Q3 2026
195
-
196
- **Context:** TeamFlow after Q1 Mediator synthesis + OKR set. Roadmap aligns to unified vision (workflow + analytics), cascades through 3 Objectives.
197
-
198
- ```markdown
199
- # Product Roadmap — Q2-Q3 2026 (TeamFlow Product)
200
-
201
- ## Strategic Context
202
- - **Vision:** AI-powered People Ops platform (workflow + analytics)
203
- - **NSM:** Sticky Manager Ratio (AI Tier)
204
- - **OKRs:** O1 (AI tier ships + adoption), O2 (Enterprise tier expansion), O3 (data foundation)
205
- - **Horizon:** 6 months (Q2 + Q3)
206
-
207
- ## Themes
208
-
209
- ### Theme 1: AI-Assisted 1:1 Workflow (End-User Value)
210
- **Why:** Drives O1 (manager adoption). Addresses top JTBD (manager admin overhead).
211
-
212
- #### Now (0-3 months, April-June)
213
- - **AI Summarization MVP** — auto-transcribe + summarize + action items. RICE 288, L effort. Owner: PM Alex. *Status: Week 4/12.*
214
- - **Inline Summary Edit** — manager reviews/corrects before save. Must-have from Kano. RICE 52, M effort.
215
- - **Action Items Auto-Extract + Reminders** extracted from AI summary, surfaced before next 1:1. RICE 58, M.
216
- - **Per-Meeting AI Toggle** — privacy Must-have. RICE 45, S.
217
-
218
- #### Next (3-6 months, July-September)
219
- - **Real-Time Prep Card** AI generates pre-1:1 context brief (previous topics, open action items, suggested prompts). Delighter-turning-Performance.
220
- - **Calendar Integration v2** auto-pull from Google Cal + Outlook, map to TeamFlow 1:1s.
221
- - **Mobile Summary Review** review / approve summaries from mobile.
222
-
223
- #### Later (6+ months, Q4+)
224
- - **Voice-only interaction** — manager speaks, no typing required (delighter).
225
- - **Multi-language summarization** non-English companies.
226
- - **Group meeting summarization** beyond 1:1s (scope creep controlled).
227
-
228
- **Dependencies:** LLM API budget approval (CFO, by Week 3); Privacy/Legal review for EU data residency.
229
- **Risks:** (1) LLM quality plateau below 85% acceptable mitigation: human-review layer feature flag. (2) OpenAI pricing change — mitigation: vendor alternative tested (Anthropic via AWS Bedrock).
230
-
231
- ---
232
-
233
- ### Theme 2: People Ops Analytics (Buyer Value → Enterprise Expansion)
234
- **Why:** Drives O2 (enterprise tier). Addresses VP HR visibility gap.
235
-
236
- #### Now (0-3 months)
237
- - **Aggregate 1:1 Cadence Dashboard** — per-team, per-manager frequency + duration. RICE 45, M.
238
- - **Manager Health Score (MVP)** — 4-component score (cadence, action items velocity, NPS, attrition). Delighter-turning-Performance. RICE 32, L.
239
- - **Quarterly Exec Report Generator** — auto-composed board-ready PDF. RICE 28, M.
240
-
241
- #### Next (3-6 months)
242
- - **Benchmark Engine** — industry comparisons (is our 1:1 cadence top-quartile?). Differentiation moat.
243
- - **At-Risk Team Detector** — pattern-based early warning. AI-powered.
244
- - **Manager Coaching Insights** AI surfaces coaching opportunities per manager.
245
-
246
- #### Later (6+ months)
247
- - **Predictive Attrition Model** — manager practice data → retention risk.
248
- - **Cross-Customer Benchmarks** — network effect analytics.
249
-
250
- **Dependencies:** Data pipeline instrumentation (Theme 3 prerequisite). Security attestation SOC 2 Type II for analytics tier.
251
- **Risks:** (1) Benchmark data thin until N ≥ 20 Enterprise customers — mitigation: start with internal team benchmarks. (2) Manager backlash if perceived as surveillance — mitigation: aggregate-only, transparent data model.
252
-
253
- ---
254
-
255
- ### Theme 3: Data & Privacy Foundation
256
- **Why:** Drives O3 (foundation). Enables Themes 1 & 2.
257
-
258
- #### Now (0-3 months)
259
- - **Event Schema + Instrumentation** — reliable 1:1 behavioral data pipeline. Platform work.
260
- - **Privacy Architecture** — opt-in, user-controlled, regional LLM endpoints (US + EU + APAC).
261
- - **SOC 2 Type II Extension** — to cover AI features.
262
-
263
- #### Next (3-6 months)
264
- - **Data Retention Controls UI** — customer-controlled (30/90/365 days).
265
- - **Audit Log Enhancements** — Who accessed what summary when.
266
-
267
- #### Later (6+ months)
268
- - **HIPAA-ready tier** — for healthcare customers.
269
- - **On-premise LLM option** — for ultra-regulated enterprise.
270
-
271
- **Dependencies:** Legal review; external security audit firm engagement.
272
- **Risks:** (1) Audit delays Enterprise deals slip — mitigation: parallel-track audit + conditional deals.
273
-
274
- ---
275
-
276
- ## Capacity
277
-
278
- - **Team:** 8 engineers + 3 PM + 2 design + 1 data = 14 people
279
- - **Available person-weeks:** 14 × 13 weeks = 182 weeks (per 13-sprint quarter)
280
- - **Allocations:**
281
- - Theme 1: 70 person-weeks (54% of Now)
282
- - Theme 2: 45 person-weeks (35% of Now)
283
- - Theme 3: 30 person-weeks (23% — platform, invisible but critical)
284
- - Total Now: 145 person-weeks
285
- - **Buffer:** 37 person-weeks (20% — for incidents, emergent work, recruiting ramp)
286
-
287
- ## Public-facing Roadmap (Customer-visible)
288
-
289
- ### What's Next on TeamFlow
290
-
291
- - **Q2 2026:** AI-assisted 1:1 summaries + action items tracking (Team tier)
292
- - **Q3 2026:** People Ops analytics + team benchmarks (Enterprise tier)
293
- - **Coming Later:** Advanced AI coaching insights, predictive analytics
294
-
295
- *This public roadmap shows themes without specific dates. Features ship when ready; we share
296
- progress through quarterly customer webinars. [Subscribe for updates].*
297
-
298
- ## Review Cadence
299
- - **Monthly 1st Tuesday:** cross-theme progress + emergent work integration
300
- - **Mid-Q (Week 6, May 12):** re-calibrate Now, convert Next→Now if ahead
301
- - **End-Q (June 30):** full retro, Next→Now promotions, Later additions
302
- - **Annual (December):** Themes evolved / retired; new horizon defined
303
- ```
304
-
305
- > **Roadmap lesson:** **Three themes = three OKRs**. Each theme drives one Objective, so the team can say «if I touch Theme 1 this week, I'm moving KR1.x». No orphan work. Dependencies between themes (Theme 3 enables Theme 2's data layer) are documented explicitly — this prevents the «why is the platform team busy?» confusion. The public-facing version strictly avoids dates — learned from prior missed-date backlash in Q4 2025.
1
+ ---
2
+ name: product-roadmap
3
+ description: Theme-based roadmap — Now / Next / Later, without hard dates, attached to OKR
4
+ type: triggered
5
+ domain: product
6
+ owners:
7
+ - pm
8
+ gates:
9
+ - PM
10
+ tech: []
11
+ topic: []
12
+ triggers:
13
+ - product-roadmap
14
+ - roadmap
15
+ - дорожная карта
16
+ - now next later
17
+ related: []
18
+ budget_lines: 321
19
+ schema_version: 1
20
+ ---
21
+ # Product Roadmap
22
+
23
+ > **Category:** Strategy · **Slug:** `product-roadmap`
24
+
25
+ ## When to Use
26
+
27
+ - During quarterly or semi-annual planning.
28
+ - For stakeholder communication (exec, sales, customer success).
29
+ - For alignment of cross-functional work (eng + design + marketing + CS).
30
+ - For a public-facing customer roadmap (with caveats).
31
+
32
+ ## Input
33
+
34
+ | Field | Required | Description |
35
+ |-------|:--------:|-------------|
36
+ | Product vision | | Long-term direction |
37
+ | OKRs | ✅ | Current quarter goals |
38
+ | North Star Metric | | Alignment anchor |
39
+ | Backlog (prioritized) | | Initiatives + score |
40
+ | Capacity | | Team size, eng bandwidth |
41
+ | Known commitments | | Customer promises, compliance deadlines |
42
+
43
+ ## Data Sources
44
+
45
+ 1. `$okr-framework` — quarterly goals.
46
+ 2. `$rice-scoring` / `$moscow-prioritization` — initiatives.
47
+ 3. `$jtbd-canvas` / `$opportunity-solution-tree` opportunity themes.
48
+ 4. Customer feedback (support, NPS, direct requests).
49
+
50
+ ### Related Skills
51
+
52
+ | Skill | What we take | When to invoke |
53
+ |-------|-------------|----------------|
54
+ | `okr-framework` | KRs | Before roadmap |
55
+ | `rice-scoring` | Prioritized initiatives | For Now/Next/Later assignment |
56
+ | `kano-model` | Feature balance | Balance must-have / delighters |
57
+ | `product-vision` | Themes rationale | Themes must fit vision |
58
+
59
+ ## Format: Now / Next / Later by Theme
60
+
61
+ ```
62
+ Theme A: [Customer outcome]
63
+ Now (0-3 months): [Initiative 1], [Initiative 2]
64
+ Next (3-6 months): [Initiative 3]
65
+ Later (6+ months): [Theme direction]
66
+
67
+ Theme B: ...
68
+ ```
69
+
70
+ **Themes**, not features: each theme = customer outcome or strategic direction.
71
+
72
+ ## Protocol
73
+
74
+ ### Step 0Identify Themes
75
+
76
+ From vision + OKR determine 3-5 themes for the current horizon.
77
+
78
+ Theme = customer-valued outcome, not «Q2 release».
79
+
80
+ Good themes:
81
+ - «Onboarding: new teams activate in <7 days»
82
+ - «Enterprise-ready: SSO, SCIM, audit logs»
83
+ - «Usage visibility: account-level analytics»
84
+
85
+ Bad themes:
86
+ - «Platform improvements» (too abstract)
87
+ - «Bug fixes» (not a theme, this is operational)
88
+ - «Ship feature X» (single feature ≠ theme)
89
+
90
+ ### Step 1 — Initiatives per Theme
91
+
92
+ For each theme — a list of initiatives (from backlog). Via `$rice-scoring`.
93
+
94
+ | Theme | Initiative | RICE Score | Effort (t-shirt) |
95
+ |-------|------------|:----------:|:----------------:|
96
+ | Onboarding | In-app checklist | 45 | M |
97
+ | Onboarding | Team templates | 30 | L |
98
+
99
+ ### Step 2 Capacity Check
100
+
101
+ - Team size × weeks = total person-weeks
102
+ - Minus: oncall, meetings, eng debt, slack (~30%)
103
+ - Net available = useful capacity
104
+
105
+ Match Now (0-3 months) to ~70-80% capacity. The rest — buffer for incidents, emergent work.
106
+
107
+ ### Step 3 — Assignment to Now / Next / Later
108
+
109
+ **Now** — committed to work, specific scope, start date within 6 weeks.
110
+
111
+ **Next** — high-priority, but scope/timing TBD. Will start in 3-6 months.
112
+
113
+ **Later** strategically important, but not yet shaped. Placeholder for directions.
114
+
115
+ Don't put dates, except for hard external commits (compliance, customer SLA).
116
+
117
+ ### Step 4Cross-team Dependencies
118
+
119
+ For each initiative:
120
+ - Which teams are involved (design, data, platform, security)?
121
+ - External dependencies (vendors, legal, partnerships)?
122
+ - Hard deadlines (contract, regulation)?
123
+
124
+ ### Step 5 — Risks + Contingencies
125
+
126
+ - Top 3 risks per theme (missing deps, scope uncertainty, hiring)
127
+ - Trigger events what will force a roadmap adjustment
128
+
129
+ ### Step 6Communication Artifact
130
+
131
+ Two formats:
132
+ - **Internal roadmap** full, with RICE scores, risks
133
+ - **External roadmap** (if shared with customers) — themes + directions, **without promised dates**, with disclaimer «subject to change»
134
+
135
+ ### Step 7 — Review Cadence
136
+
137
+ - **Monthly:** progress, emergent work, re-assignment
138
+ - **Quarterly:** Now shipped, Next → Now, Later → shaped
139
+ - **Board/exec:** quarterly summary
140
+
141
+ ## Validation (Quality Gate)
142
+
143
+ - [ ] 3-5 themes, customer-outcome framed
144
+ - [ ] Each theme has initiatives
145
+ - [ ] Initiatives — scored (RICE / MoSCoW)
146
+ - [ ] Capacity check: Now ~70-80%
147
+ - [ ] No hard dates except external commits
148
+ - [ ] Dependencies identified
149
+ - [ ] Risks listed
150
+ - [ ] Internal + external versions separated
151
+
152
+ ## Handoff
153
+
154
+ The result is input for:
155
+ - **PM** PRDs for Now initiatives
156
+ - **Tech Lead** → engineering planning
157
+ - **Stakeholders** → expectation setting
158
+ - **Mediator** (Full A) — for synthesis
159
+
160
+ Format: roadmap doc (markdown + optional visual / timeline). Via `$handoff`.
161
+
162
+ ## Anti-patterns
163
+
164
+ | Error | Why it's bad | How to do it right |
165
+ |-------|-------------|-------------------|
166
+ | Dated roadmap (public) | Missed dates → trust erosion | Themes without dates externally |
167
+ | Feature list instead of themes | No outcome framing | Themes = outcomes |
168
+ | 100% capacity | No buffer for incidents | 70-80% in Now |
169
+ | Too many themes (6+) | Focus lost | 3-5 themes |
170
+ | No review cadence | Stale roadmap | Monthly check-ins |
171
+ | Promise «all of this» | Under-delivers | Now = commitment, Next = intent, Later = direction |
172
+
173
+ ## Template
174
+
175
+ ```markdown
176
+ # Product Roadmap — Q2-Q3 2026
177
+
178
+ ## Themes
179
+
180
+ ### Theme 1: [Customer Outcome]
181
+ **Why:** [alignment with vision / OKR]
182
+
183
+ #### Now (0-3 months)
184
+ - [Initiative A] — RICE 45, Effort M, Owner: PM-X
185
+ - [Initiative B] — RICE 30, Effort L
186
+
187
+ #### Next (3-6 months)
188
+ - [Initiative C]
189
+
190
+ #### Later (6+ months)
191
+ - [Direction]
192
+
193
+ **Dependencies:** [cross-team]
194
+ **Risks:** [top 3]
195
+
196
+ ### Theme 2: ...
197
+
198
+ ---
199
+
200
+ ## Capacity
201
+ - Team: N people
202
+ - Now commitment: X person-weeks (Y% capacity)
203
+ - Buffer: 20%
204
+
205
+ ## Review Cadence
206
+ - Monthly: progress + emergent work
207
+ - Quarterly: re-shape Next/Later
208
+ ```
209
+
210
+ ## Worked Example TeamFlow Roadmap Q2-Q3 2026
211
+
212
+ **Context:** TeamFlow after Q1 Mediator synthesis + OKR set. Roadmap aligns to unified vision (workflow + analytics), cascades through 3 Objectives.
213
+
214
+ ```markdown
215
+ # Product RoadmapQ2-Q3 2026 (TeamFlow Product)
216
+
217
+ ## Strategic Context
218
+ - **Vision:** AI-powered People Ops platform (workflow + analytics)
219
+ - **NSM:** Sticky Manager Ratio (AI Tier)
220
+ - **OKRs:** O1 (AI tier ships + adoption), O2 (Enterprise tier expansion), O3 (data foundation)
221
+ - **Horizon:** 6 months (Q2 + Q3)
222
+
223
+ ## Themes
224
+
225
+ ### Theme 1: AI-Assisted 1:1 Workflow (End-User Value)
226
+ **Why:** Drives O1 (manager adoption). Addresses top JTBD (manager admin overhead).
227
+
228
+ #### Now (0-3 months, April-June)
229
+ - **AI Summarization MVP** auto-transcribe + summarize + action items. RICE 288, L effort. Owner: PM Alex. *Status: Week 4/12.*
230
+ - **Inline Summary Edit** — manager reviews/corrects before save. Must-have from Kano. RICE 52, M effort.
231
+ - **Action Items Auto-Extract + Reminders** — extracted from AI summary, surfaced before next 1:1. RICE 58, M.
232
+ - **Per-Meeting AI Toggle** — privacy Must-have. RICE 45, S.
233
+
234
+ #### Next (3-6 months, July-September)
235
+ - **Real-Time Prep Card** — AI generates pre-1:1 context brief (previous topics, open action items, suggested prompts). Delighter-turning-Performance.
236
+ - **Calendar Integration v2** — auto-pull from Google Cal + Outlook, map to TeamFlow 1:1s.
237
+ - **Mobile Summary Review** — review / approve summaries from mobile.
238
+
239
+ #### Later (6+ months, Q4+)
240
+ - **Voice-only interaction** — manager speaks, no typing required (delighter).
241
+ - **Multi-language summarization** — non-English companies.
242
+ - **Group meeting summarization** — beyond 1:1s (scope creep controlled).
243
+
244
+ **Dependencies:** LLM API budget approval (CFO, by Week 3); Privacy/Legal review for EU data residency.
245
+ **Risks:** (1) LLM quality plateau below 85% acceptable — mitigation: human-review layer feature flag. (2) OpenAI pricing change — mitigation: vendor alternative tested (Anthropic via AWS Bedrock).
246
+
247
+ ---
248
+
249
+ ### Theme 2: People Ops Analytics (Buyer Value → Enterprise Expansion)
250
+ **Why:** Drives O2 (enterprise tier). Addresses VP HR visibility gap.
251
+
252
+ #### Now (0-3 months)
253
+ - **Aggregate 1:1 Cadence Dashboard** — per-team, per-manager frequency + duration. RICE 45, M.
254
+ - **Manager Health Score (MVP)** — 4-component score (cadence, action items velocity, NPS, attrition). Delighter-turning-Performance. RICE 32, L.
255
+ - **Quarterly Exec Report Generator** auto-composed board-ready PDF. RICE 28, M.
256
+
257
+ #### Next (3-6 months)
258
+ - **Benchmark Engine** — industry comparisons (is our 1:1 cadence top-quartile?). Differentiation moat.
259
+ - **At-Risk Team Detector** — pattern-based early warning. AI-powered.
260
+ - **Manager Coaching Insights** — AI surfaces coaching opportunities per manager.
261
+
262
+ #### Later (6+ months)
263
+ - **Predictive Attrition Model** — manager practice data → retention risk.
264
+ - **Cross-Customer Benchmarks** — network effect analytics.
265
+
266
+ **Dependencies:** Data pipeline instrumentation (Theme 3 prerequisite). Security attestation SOC 2 Type II for analytics tier.
267
+ **Risks:** (1) Benchmark data thin until N ≥ 20 Enterprise customers — mitigation: start with internal team benchmarks. (2) Manager backlash if perceived as surveillance — mitigation: aggregate-only, transparent data model.
268
+
269
+ ---
270
+
271
+ ### Theme 3: Data & Privacy Foundation
272
+ **Why:** Drives O3 (foundation). Enables Themes 1 & 2.
273
+
274
+ #### Now (0-3 months)
275
+ - **Event Schema + Instrumentation** — reliable 1:1 behavioral data pipeline. Platform work.
276
+ - **Privacy Architecture** — opt-in, user-controlled, regional LLM endpoints (US + EU + APAC).
277
+ - **SOC 2 Type II Extension** — to cover AI features.
278
+
279
+ #### Next (3-6 months)
280
+ - **Data Retention Controls UI** — customer-controlled (30/90/365 days).
281
+ - **Audit Log Enhancements** Who accessed what summary when.
282
+
283
+ #### Later (6+ months)
284
+ - **HIPAA-ready tier** for healthcare customers.
285
+ - **On-premise LLM option** — for ultra-regulated enterprise.
286
+
287
+ **Dependencies:** Legal review; external security audit firm engagement.
288
+ **Risks:** (1) Audit delays → Enterprise deals slip — mitigation: parallel-track audit + conditional deals.
289
+
290
+ ---
291
+
292
+ ## Capacity
293
+
294
+ - **Team:** 8 engineers + 3 PM + 2 design + 1 data = 14 people
295
+ - **Available person-weeks:** 14 × 13 weeks = 182 weeks (per 13-sprint quarter)
296
+ - **Allocations:**
297
+ - Theme 1: 70 person-weeks (54% of Now)
298
+ - Theme 2: 45 person-weeks (35% of Now)
299
+ - Theme 3: 30 person-weeks (23% platform, invisible but critical)
300
+ - Total Now: 145 person-weeks
301
+ - **Buffer:** 37 person-weeks (20% for incidents, emergent work, recruiting ramp)
302
+
303
+ ## Public-facing Roadmap (Customer-visible)
304
+
305
+ ### What's Next on TeamFlow
306
+
307
+ - **Q2 2026:** AI-assisted 1:1 summaries + action items tracking (Team tier)
308
+ - **Q3 2026:** People Ops analytics + team benchmarks (Enterprise tier)
309
+ - **Coming Later:** Advanced AI coaching insights, predictive analytics
310
+
311
+ *This public roadmap shows themes without specific dates. Features ship when ready; we share
312
+ progress through quarterly customer webinars. [Subscribe for updates].*
313
+
314
+ ## Review Cadence
315
+ - **Monthly 1st Tuesday:** cross-theme progress + emergent work integration
316
+ - **Mid-Q (Week 6, May 12):** re-calibrate Now, convert Next→Now if ahead
317
+ - **End-Q (June 30):** full retro, Next→Now promotions, Later additions
318
+ - **Annual (December):** Themes evolved / retired; new horizon defined
319
+ ```
320
+
321
+ > **Roadmap lesson:** **Three themes = three OKRs**. Each theme drives one Objective, so the team can say «if I touch Theme 1 this week, I'm moving KR1.x». No orphan work. Dependencies between themes (Theme 3 enables Theme 2's data layer) are documented explicitly — this prevents the «why is the platform team busy?» confusion. The public-facing version strictly avoids dates — learned from prior missed-date backlash in Q4 2025.