fdeops 5.0.0 → 5.1.0
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.
- package/AGENTS.md +1 -1
- package/README.md +22 -24
- package/bin/catalog-doc.js +38 -0
- package/bin/check.js +20 -49
- package/bin/fde.js +2 -2
- package/bin/generate-skills.js +9 -1
- package/bin/install.js +9 -3
- package/bin/skill-catalog.js +283 -16
- package/mcp/fdeops-ingest/package.json +1 -1
- package/package.json +2 -2
- package/plugin.json +1 -1
- package/skills/README.md +7 -0
- package/skills/audit/.fde-generated.json +10 -0
- package/skills/audit/SKILL.md +21 -0
- package/skills/audit/references/audit.md +71 -0
- package/skills/audit/references/discover.md +112 -0
- package/skills/audit/references/task-context.md +18 -0
- package/skills/board-memo/.fde-generated.json +10 -0
- package/skills/board-memo/SKILL.md +21 -0
- package/skills/board-memo/references/board-memo.md +108 -0
- package/skills/board-memo/references/business-case.md +90 -0
- package/skills/board-memo/references/task-context.md +18 -0
- package/skills/brief/.fde-generated.json +9 -0
- package/skills/brief/SKILL.md +21 -0
- package/skills/brief/references/land.md +136 -0
- package/skills/brief/references/task-context.md +18 -0
- package/skills/build/.fde-generated.json +1 -1
- package/skills/build/references/task-context.md +7 -1
- package/skills/business-case/.fde-generated.json +9 -0
- package/skills/business-case/SKILL.md +21 -0
- package/skills/business-case/references/business-case.md +90 -0
- package/skills/business-case/references/task-context.md +18 -0
- package/skills/connect/.fde-generated.json +12 -0
- package/skills/connect/SKILL.md +21 -0
- package/skills/connect/references/connect.md +24 -0
- package/skills/connect/references/debrief.md +91 -0
- package/skills/connect/references/ingest.md +75 -0
- package/skills/connect/references/source-setup.md +30 -0
- package/skills/connect/references/task-context.md +18 -0
- package/skills/dashboard/.fde-generated.json +9 -0
- package/skills/dashboard/SKILL.md +21 -0
- package/skills/dashboard/references/dashboard.md +40 -0
- package/skills/dashboard/references/task-context.md +18 -0
- package/skills/debrief/.fde-generated.json +12 -0
- package/skills/debrief/SKILL.md +21 -0
- package/skills/debrief/references/connect.md +24 -0
- package/skills/debrief/references/debrief.md +91 -0
- package/skills/debrief/references/ingest.md +75 -0
- package/skills/debrief/references/source-setup.md +30 -0
- package/skills/debrief/references/task-context.md +18 -0
- package/skills/debug/.fde-generated.json +1 -1
- package/skills/debug/references/task-context.md +7 -1
- package/skills/demo-prep/.fde-generated.json +9 -0
- package/skills/demo-prep/SKILL.md +21 -0
- package/skills/demo-prep/references/demo-prep.md +31 -0
- package/skills/demo-prep/references/task-context.md +18 -0
- package/skills/discover/.fde-generated.json +1 -1
- package/skills/discover/references/task-context.md +7 -1
- package/skills/earn-trust/.fde-generated.json +9 -0
- package/skills/earn-trust/SKILL.md +21 -0
- package/skills/earn-trust/references/earn-trust.md +100 -0
- package/skills/earn-trust/references/task-context.md +18 -0
- package/skills/evaluate/.fde-generated.json +1 -1
- package/skills/evaluate/references/task-context.md +7 -1
- package/skills/fde/SKILL.md +9 -8
- package/skills/fde/references/connect.md +14 -24
- package/skills/fde/references/debrief.md +2 -0
- package/skills/fde/references/ingest.md +4 -2
- package/skills/fde/references/plan.md +6 -6
- package/skills/fde/references/runbook.md +52 -120
- package/skills/fde/references/source-setup.md +30 -0
- package/skills/fde/references/task-context.md +7 -1
- package/skills/feedback/.fde-generated.json +1 -1
- package/skills/feedback/references/task-context.md +7 -1
- package/skills/handoff/.fde-generated.json +1 -1
- package/skills/handoff/references/task-context.md +7 -1
- package/skills/ingest/.fde-generated.json +12 -0
- package/skills/ingest/SKILL.md +21 -0
- package/skills/ingest/references/connect.md +24 -0
- package/skills/ingest/references/debrief.md +91 -0
- package/skills/ingest/references/ingest.md +75 -0
- package/skills/ingest/references/source-setup.md +30 -0
- package/skills/ingest/references/task-context.md +18 -0
- package/skills/integrate/.fde-generated.json +1 -1
- package/skills/integrate/references/task-context.md +7 -1
- package/skills/options/.fde-generated.json +1 -1
- package/skills/options/references/task-context.md +7 -1
- package/skills/plan/.fde-generated.json +10 -0
- package/skills/plan/SKILL.md +21 -0
- package/skills/plan/references/business-case.md +90 -0
- package/skills/plan/references/plan.md +167 -0
- package/skills/plan/references/task-context.md +18 -0
- package/skills/poc/.fde-generated.json +2 -2
- package/skills/poc/references/plan.md +6 -6
- package/skills/poc/references/task-context.md +7 -1
- package/skills/prioritize/.fde-generated.json +10 -0
- package/skills/prioritize/SKILL.md +21 -0
- package/skills/prioritize/references/business-case.md +90 -0
- package/skills/prioritize/references/pick-three.md +95 -0
- package/skills/prioritize/references/task-context.md +18 -0
- package/skills/qa/.fde-generated.json +1 -1
- package/skills/qa/references/task-context.md +7 -1
- package/skills/readout/.fde-generated.json +1 -1
- package/skills/readout/references/task-context.md +7 -1
- package/skills/red-team/.fde-generated.json +9 -0
- package/skills/red-team/SKILL.md +21 -0
- package/skills/red-team/references/red-team.md +105 -0
- package/skills/red-team/references/task-context.md +18 -0
- package/skills/rescue/.fde-generated.json +9 -0
- package/skills/rescue/SKILL.md +21 -0
- package/skills/rescue/references/rescue.md +82 -0
- package/skills/rescue/references/task-context.md +18 -0
- package/skills/review/.fde-generated.json +1 -1
- package/skills/review/references/task-context.md +7 -1
- package/skills/rollback/.fde-generated.json +9 -0
- package/skills/rollback/SKILL.md +21 -0
- package/skills/rollback/references/rollback.md +102 -0
- package/skills/rollback/references/task-context.md +18 -0
- package/skills/runbook/.fde-generated.json +11 -0
- package/skills/runbook/SKILL.md +21 -0
- package/skills/runbook/references/close.md +66 -0
- package/skills/runbook/references/encode-pattern.md +96 -0
- package/skills/runbook/references/runbook.md +73 -0
- package/skills/runbook/references/task-context.md +18 -0
- package/skills/scope/.fde-generated.json +1 -1
- package/skills/scope/references/task-context.md +7 -1
- package/skills/score-use-cases/.fde-generated.json +10 -0
- package/skills/score-use-cases/SKILL.md +21 -0
- package/skills/score-use-cases/references/business-case.md +90 -0
- package/skills/score-use-cases/references/score-use-cases.md +70 -0
- package/skills/score-use-cases/references/task-context.md +18 -0
- package/skills/ship/.fde-generated.json +1 -1
- package/skills/ship/references/task-context.md +7 -1
- package/skills/switch-clients/.fde-generated.json +9 -0
- package/skills/switch-clients/SKILL.md +21 -0
- package/skills/switch-clients/references/switch-clients.md +114 -0
- package/skills/switch-clients/references/task-context.md +18 -0
- package/skills/test-assumptions/.fde-generated.json +9 -0
- package/skills/test-assumptions/SKILL.md +21 -0
- package/skills/test-assumptions/references/task-context.md +18 -0
- package/skills/test-assumptions/references/test-assumptions.md +102 -0
- package/skills/what-breaks/.fde-generated.json +9 -0
- package/skills/what-breaks/SKILL.md +21 -0
- package/skills/what-breaks/references/task-context.md +18 -0
- package/skills/what-breaks/references/what-breaks.md +91 -0
- package/skills/who-decides/.fde-generated.json +9 -0
- package/skills/who-decides/SKILL.md +21 -0
- package/skills/who-decides/references/task-context.md +18 -0
- package/skills/who-decides/references/who-decides.md +91 -0
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---
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name: red-team
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description: Stress-test a plan, brief or delivery claim against evidence and plausible failure modes. Use when the user asks for a red team or preparation for a consequential decision.
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---
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# red-team
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<!-- Generated by bin/generate-skills.js; edit the canonical references and catalog. -->
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## Purpose
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Stress-test a plan, brief or delivery claim against evidence and plausible failure modes. Use when the user asks for a red team or preparation for a consequential decision.
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Read [the task context contract](references/task-context.md), then [the method](references/red-team.md). Load further references only when the task needs them. Everything linked is included in this skill; no other skill pack is required.
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## Principles
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- Work directly from the supplied permitted context. Standalone work does not require an engagement folder or initialization. Record filenames in the method are optional persistence destinations when no engagement is bound.
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- If called by @fde, reuse its current sanitized packet and scope. Do not restart setup, discovery or questions already answered.
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- The task context contract controls persistence and authority in both modes. Preserve unknowns and distinguish implementation, verification, deployment and acceptance.
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- Use the customer's repository instructions and available tools. Report a missing capability or unrun check honestly; do not claim that installing a skill provisions infrastructure.
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# red-team - Challenge the plan
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**Enter when:** the FDE says "red-team this," "stress-test my thinking," "poke holes in this," "what am I missing," "challenge my plan" - or anytime they are about to walk into a high-stakes conversation (sponsor meeting, accumulation conversation, handoff, go-live) and want their blind spots exposed first.
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**Read first:** `context.md`, then load the specific files relevant to what's being red-teamed:
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- Handoff plan → `context.md`, `delivery.md`, `stakeholders.md`, `terrain.md`
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- Scope response → `decisions.md`, `risks.md`, `stakeholders.md`
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- Timeline/plan → `delivery.md`, `risks.md`, `reality.md`
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- Stakeholder strategy → `stakeholders.md`, `trust-profile.md`, `context.md`
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- Brief/hypothesis → `brief.md`, `reality.md`, `terrain.md`
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## The role
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You are not a helpful peer right now. You are the skeptical senior who has seen this pattern fail three times. You are the hostile reviewer who reads for what's missing, not what's present. You are the exec who has 4 minutes and zero patience for hand-waving.
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**Your job:** find the gap that will cost the FDE credibility, time, or the engagement - before reality does.
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**Not your job:** reassure them, validate good work, or soften the edges. They came to you because they want the uncomfortable truth. Give it.
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## Method (you do this work)
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**1. Load the context.** Read the relevant `.fde/` files. Understand the engagement state, who the players are, what's been decided, what risks are open.
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**2. Identify what they're defending.** The FDE told you what they want stress-tested. Name it back in one sentence: "You're defending the position that the handoff is ready for next Friday."
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**2b. Pre-blast challenge (open every red-team with this).** Force the claim into the open before the five angles:
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```
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CLAIM: <the position under test, one sentence>
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WHY IT MATTERS: <credibility / time / engagement risk if wrong>
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CHALLENGE: <your strongest counter - specific names/dates from .fde/ only>
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```
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Wait for their defense. Score it SOLID / THIN / EXPOSED (same scale as step 5). Only then widen into the five angles. If the claim collapses here, stop - the kill list is already clear.
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**3. Attack from five angles.** Every plan has five failure surfaces. Hit each one:
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| Angle | The question it answers |
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|-------|------------------------|
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| **Evidence** | What claims here have no source? What's "stated, unverified"? |
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| **Stakeholder** | Who hasn't been consulted? Who loses if this succeeds? Who can veto silently? |
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| **Timeline** | What has to go perfectly for this to land on time? Where's the buffer? |
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| **Dependency** | What single point of failure exists? What breaks if one person is unavailable? |
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| **Second-order** | If this succeeds, what new problem does it create? Who notices? |
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**4. Deliver the hits.** Three rules:
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- **Specific, not generic.** Not "have you considered stakeholder alignment?" but "Robert Tanaka hasn't signed off on the compliance scope change and he reports to Denise's boss - what happens when he raises it in the Thursday meeting?"
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- **Grounded in their data.** Use names, dates, and facts from the `.fde/` files. If `risks.md` says something is CRITICAL and `delivery.md` shows no mitigation logged, say so.
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- **One at a time.** Deliver a challenge. Wait for the response. Then the next. A barrage overwhelms; a sequence sharpens.
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**5. Score the defense.** After the FDE responds to each challenge, rate honestly:
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```
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SOLID - they have evidence and a contingency
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THIN - they have a plan but no evidence it will hold
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EXPOSED - no answer, no plan, this will hurt them in the room
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```
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**6. Close with the kill list.** At the end, give them exactly three things:
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- **The one thing that will embarrass them** if they walk in without addressing it
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- **The one question someone will ask** that they don't currently have an answer for
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- **The one assumption** they're treating as fact that isn't validated
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## Modes
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The red-team adapts to what's being tested:
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### Pre-meeting red-team
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The FDE is about to walk into a sponsor meeting, accumulation conversation, or exec presentation. Attack their talking points, their data, their ask. "If Denise says 'why should I keep paying for this when nothing shipped last week,' what are your first three words?"
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### Pre-ship red-team
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About to deploy, hand off, or mark complete. Attack the readiness. "It's 2am, the batch job fails, you're on a flight. Who fixes it? Show me the runbook they'll actually open. What's the first command?"
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### Position red-team
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The FDE has decided something (scope response, technical approach, staffing plan). Attack the decision. "You're saying no to the reporting module. Denise asked for it personally. What happens to trust when you say no? What's your alternative offer?"
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### Brief red-team
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Day 1 or early discovery. Attack the brief itself. "This brief says 'migrate COBOL to Java.' That's a solution, not a problem. What's the actual problem? And who wrote this brief - are they the person feeling the pain, or the person who approved the budget?"
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## Anti-patterns (never do these)
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- **Don't soften.** No "this is really good BUT..." - start with the hit.
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- **Don't invent stakeholders.** Only use people named in the `.fde/` files or mentioned by the FDE.
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- **Don't be generic.** If your challenge could apply to any engagement, it's not specific enough. Rewrite it with their names, their dates, their numbers.
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- **Don't pile on.** If the FDE has a solid answer, acknowledge it and move on. Continuing to attack a defended position is theater, not value.
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- **Don't conclude with reassurance.** End with the kill list, not "overall you're in good shape." They didn't come here for comfort.
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## Artifact
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No dedicated `.fde/` file. Instead, log key findings to `decisions.md`:
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```
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- [DATE] RED-TEAM: [what was tested]. Exposed: [the gap]. Action: [what they'll do about it].
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```
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This creates a receipt that shows the FDE pressure-tested their thinking before acting - evidence of professional rigor, not just intuition.
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## Principles
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- Never reassure. The FDE came for discomfort, not validation.
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- Every challenge must use real data from `.fde/` files - names, dates, numbers. Generic challenges are worthless.
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- One hit at a time. Wait for the response before the next. A sequence sharpens; a barrage overwhelms.
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- If they defend well, acknowledge it and move on. Continuing to attack a solid position is theater.
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- End with the kill list (embarrassment, unanswered question, unvalidated assumption) - never with "overall you're in good shape."
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- Log findings to `decisions.md` so the red-team session becomes a receipt.
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# Task context and evidence
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Use this contract for standalone methods and methods routed through `@fde`.
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- **Standalone work:** use the supplied, permitted facts, notes, code, and artifacts. A client name, `.fde/` directory, or initialized engagement is not a prerequisite for work on supplied context. Tasks that inspect actual records need those records; staging or saving requires a selected customer. Never fabricate records to make an operational task appear complete. Do not bootstrap records merely to run a method. Ask only for missing information or authority that changes the next action; mark other gaps as unknown.
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- **Artifact names are destinations:** names such as `success.md`, `decisions.md`, and `delivery.md` identify relevant evidence and, when bound, record destinations. If absent, use supplied facts and return the requested draft or result in the current workspace or conversation. Do not invent files or require initialization to complete useful work.
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- **Bound engagement:** honor the current client binding and constraints. Before reading records, run `fde privacy` to verify masking support. Obtain a fresh, identity-matching sanitized `fde resume` packet for this task (or reuse a fresh session-hook packet); retrieve missing evidence with targeted `fde recall <topic>`. Use bounded `fde handoff` for transfer work. Refresh after binding, masking, or record changes. Never substitute raw `.fde/` reads, private blocks, masking dictionaries, or full transcripts. If the CLI is unavailable, use only permitted supplied excerpts and report the context limitation.
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- **Authority:** continue reversible work within authorized scope. Reuse prior authorization when it covers the specific action. Show consequential engagement-record judgments and uncertainties for confirmation before saving unless already explicitly confirmed. New scope, acceptance changes, production actions, exports, and external messages need the applicable authority; a method invocation alone does not supply it. Keep one customer's writes in that customer's record.
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- **Evidence:** distinguish supplied facts, estimates, hypotheses, and unknowns. Cite actual sources; a log date is not attribution. Never invent a source, signer, signature, customer reaction, or acceptance. Keep outcomes **promised → measured → accepted** distinct, and implementation, verification, deployment, and customer acceptance separate. Missing evidence means unproven, not an observed failure.
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- **Data boundary:** use only data permitted by the customer's AI policy; clarify unknown policy before loading their code or data. Never load `<private>` content into a model. Cross-client comparison and exporting reusable material require permission and removal of customer-identifying or confidential content; anonymization alone does not grant permission.
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## CLI availability
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Only locate the CLI when the selected task needs it. Check `fde` on PATH and its `fde privacy` capability before reading records. If unavailable, use `node ~/.claude/fdeops/fde.js` when the disk installer placed it there, or `npx --yes fdeops <command>` when package downloads are permitted. Respect local installation and network rules. Run commands for the user; do not turn a missing bare `fde` command into unnecessary manual setup.
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+
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If no permitted executable is available, explain the missing capability. Continue any useful draft from supplied excerpts, but do not claim to have read, switched, staged, saved or rendered real records. Do not read raw private record files as a fallback.
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+
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Apply the selected method to this context. Follow its linked supporting methods only when needed; do not restart discovery or repeat already answered questions.
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{
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"generator": "bin/generate-skills.js",
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"version": 1,
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"files": {
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"SKILL.md": "e13cfaec04aa082ba5f253fd62ea70f6ad559a54b0d0f19351d1322e291e91b3",
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"references/rescue.md": "57cb27e691bffdcee962e6ed37a96e9ff3b1caa976eb8e9170adae70530ea50a",
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7
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+
"references/task-context.md": "73eea2d7f164fac3226599e5be26ae4e79dcf69e0d24428dd12d623861410490"
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}
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}
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---
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name: rescue
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description: Triage an outage, loss of stakeholder trust or a failing engagement direction. Use for urgent recovery; distinguish diagnosis from authorized production mitigation.
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---
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# rescue
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<!-- Generated by bin/generate-skills.js; edit the canonical references and catalog. -->
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## Purpose
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Triage an outage, loss of stakeholder trust or a failing engagement direction. Use for urgent recovery; distinguish diagnosis from authorized production mitigation.
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Read [the task context contract](references/task-context.md), then [the method](references/rescue.md). Load further references only when the task needs them. Everything linked is included in this skill; no other skill pack is required.
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## Principles
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- Work directly from the supplied permitted context. Standalone work does not require an engagement folder or initialization. Record filenames in the method are optional persistence destinations when no engagement is bound.
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- If called by @fde, reuse its current sanitized packet and scope. Do not restart setup, discovery or questions already answered.
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- The task context contract controls persistence and authority in both modes. Preserve unknowns and distinguish implementation, verification, deployment and acceptance.
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- Use the customer's repository instructions and available tools. Report a missing capability or unrun check honestly; do not claim that installing a skill provisions infrastructure.
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# rescue - Resolve the incident
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**Enter when:** production is down, something's bleeding - OR a stakeholder went quiet, confidence is slipping, or three weeks into the build the brief turned out to be wrong. Trust fires get the same urgency as outages.
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**Read first:** `context.md`, `risks.md` only. Pull specific module context only once you know what you're looking at.
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6
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First move - one disambiguator if unclear: **"Is production broken right now, or is this a trust/alignment problem?"**
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## A. Technical fire (you do this work)
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Open by narrowing time, like a human: "Walk me through the last couple hours - deploys, config, anything that moved." Something always changed; "nothing changed" means nobody's looked:
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```bash
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git log --since="6 hours ago" --format="%ad %an %s" --date=relative
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```
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**The sequence:** no fix until the cause is named. A symptom patch is the second incident.
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1. **Stabilise first.** Roll back? Disable the broken path? Route around it? Buy time before diagnosing. The instinct to fix fast causes the second incident.
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+
2. **Name the unknowns.** "We don't know if the queue is corrupted / if this hits all users / if the cache is stale." Written down. Named unknowns are safer than assumed knowns.
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+
3. **Assume maximum blast radius.** The unrecognised integration in the stack trace is load-bearing until proven otherwise.
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21
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+
4. **Minimum safe change.** Often a read-only query first - observe before acting. Never two changes at once: if the problem disappears you won't know which one fixed it, and that matters at 3am when it returns.
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22
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+
5. **One hypothesis at a time.** "If X, then Y should produce Z." Test, document, next.
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+
6. **Instrument before touching.** A change without observability is a change without evidence.
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+
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**Tell the FDE three things, nothing else** (they need to act): what to do right now to stop it worsening · most likely cause on current evidence · what must not be touched yet.
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+
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27
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## B. Trust fire (you coach - calm, no panic coding)
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**Signals:** a stakeholder stops responding or routes around the FDE · meetings shorten, decisions defer · "is the timeline still realistic?" with no follow-up · a decision-maker never met starts asking about the work.
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30
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+
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31
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+
**The read:** the stakeholder who goes quiet is not losing interest - **they are escalating above you.** Roughly 48 hours before someone you've never met decides about the engagement. Respond same-day.
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32
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+
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33
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+
**The move:** do NOT push harder on delivery - more commits won't warm a cold sponsor. A real conversation: curious, not defensive; hear the concern, don't explain it away. Offer the FDE wording in their own voice - checking alignment, asking what changed in expectations, naming one underestimated thing without drama. Recovery = honesty + a short dated recovery path + one visible win before the next exec touchpoint. Log what was said and agreed in `decisions.md` before the day ends.
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34
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+
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35
|
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## C. Wrong brief, mid-build
|
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36
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+
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37
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The most politically dangerous moment in FDE work: visible progress toward the wrong thing. Never absorb it silently.
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38
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+
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39
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+
1. **Stop the work.** Every further line builds on a known-wrong foundation.
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40
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+
2. **Write the evidence, not the interpretation.** The traced data flow, the schema that contradicts the API contract, the workaround nobody mentioned.
|
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41
|
+
3. **Conversation before the day ends.** Not email: "We need twenty minutes. We found something important." Waiting reads as concealment.
|
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42
|
+
4. **Evidence before recommendations.** A customer who reaches the conclusion themselves owns the reset.
|
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43
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+
5. **Three paths, never one:** descope (deliver something real within the original brief) / rescope (real problem, revised timeline) / pause-and-plan. One path is permission-seeking; three is a conversation between professionals.
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+
6. **Reset in writing** - update `success.md` and `reality.md`, get explicit acknowledgement - before building resumes.
|
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45
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+
|
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46
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+
Customers remember who told them the truth before it cost them money.
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+
|
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48
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+
## D. Pivot - the whole direction changed
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49
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+
|
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50
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+
Not hold-scope (that's someone adding). This is: budget cut, new CTO arrives, strategic priority shift, acquisition changes everything, "we've decided to go a different direction." The engagement's foundation moved.
|
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51
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+
|
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52
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+
**Signals:** new leadership asks "why are we doing this?", the sponsor's boss questions ROI, a competing initiative gets the resources, the quarterly priorities deck doesn't mention your project, the team you're embedded in gets reorganized.
|
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53
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+
|
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54
|
+
**The pivot protocol:**
|
|
55
|
+
1. **Acknowledge immediately.** Don't pretend the old brief still applies. "The context has changed - let's make sure we're building toward the new reality."
|
|
56
|
+
2. **Protect what's already delivered.** Shipped value is not un-shipped by a pivot. Name it: "Here's what's live and working. That value is real regardless of direction."
|
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57
|
+
3. **Assess salvageability.** What from the current work applies to the new direction? What's dead? What can be repurposed? Present this honestly - don't stretch to make everything fit.
|
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58
|
+
4. **Three paths (same pattern as wrong-brief):**
|
|
59
|
+
- **Redirect** - current work pivots to serve the new priority (minimal waste).
|
|
60
|
+
- **Pause** - freeze current scope, start fresh discovery on new direction.
|
|
61
|
+
- **Graceful close** - deliver what's done, document everything, hand off cleanly.
|
|
62
|
+
5. **Reset the artifacts.** Update `success.md` (new definition of success), `reality.md` (new context), `brief.md` (new direction). The old versions stay in git history - the FDE can reference "here's what we were solving before, here's what changed."
|
|
63
|
+
6. **Re-earn trust fast.** A pivot is a trust moment. The FDE who smoothly redirects gains credibility. The FDE who fights the pivot or pretends nothing changed loses it. Deliver one visible win in the new direction within the first week.
|
|
64
|
+
|
|
65
|
+
**Commercial awareness:** A pivot may change the SOW. Surface this to whoever owns commercials: "The scope has changed materially - does the contract need updating?" Don't assume; don't ignore.
|
|
66
|
+
|
|
67
|
+
## Artifact
|
|
68
|
+
|
|
69
|
+
**`chaos-log.md`** - written in the 30 minutes after resolution (memory decays fast): what happened, what changed, hypotheses in order, the fix, the learning. **`risks.md`** - new risks the crisis revealed. **`decisions.md`** - trust-fire conversations, agreements, and pivot decisions. Update `reality.md`/`terrain.md` if the crisis or pivot disproved them.
|
|
70
|
+
|
|
71
|
+
## Checkpoint
|
|
72
|
+
|
|
73
|
+
Stable + log written + one question answered with the FDE: does this change what we thought we knew? If yes, the relevant artifact gets updated now, not "later."
|
|
74
|
+
|
|
75
|
+
## Principles
|
|
76
|
+
|
|
77
|
+
- Stabilise before diagnosing.
|
|
78
|
+
- Named unknowns beat assumed knowns. Minimum safe change, one hypothesis.
|
|
79
|
+
- Never production without a tested rollback - even in a crisis.
|
|
80
|
+
- A trust fire is a same-day fire.
|
|
81
|
+
- The chaos log is written before the day ends.
|
|
82
|
+
- A pivot is a trust moment - redirect smoothly, don't fight the new reality.
|
|
@@ -0,0 +1,18 @@
|
|
|
1
|
+
# Task context and evidence
|
|
2
|
+
|
|
3
|
+
Use this contract for standalone methods and methods routed through `@fde`.
|
|
4
|
+
|
|
5
|
+
- **Standalone work:** use the supplied, permitted facts, notes, code, and artifacts. A client name, `.fde/` directory, or initialized engagement is not a prerequisite for work on supplied context. Tasks that inspect actual records need those records; staging or saving requires a selected customer. Never fabricate records to make an operational task appear complete. Do not bootstrap records merely to run a method. Ask only for missing information or authority that changes the next action; mark other gaps as unknown.
|
|
6
|
+
- **Artifact names are destinations:** names such as `success.md`, `decisions.md`, and `delivery.md` identify relevant evidence and, when bound, record destinations. If absent, use supplied facts and return the requested draft or result in the current workspace or conversation. Do not invent files or require initialization to complete useful work.
|
|
7
|
+
- **Bound engagement:** honor the current client binding and constraints. Before reading records, run `fde privacy` to verify masking support. Obtain a fresh, identity-matching sanitized `fde resume` packet for this task (or reuse a fresh session-hook packet); retrieve missing evidence with targeted `fde recall <topic>`. Use bounded `fde handoff` for transfer work. Refresh after binding, masking, or record changes. Never substitute raw `.fde/` reads, private blocks, masking dictionaries, or full transcripts. If the CLI is unavailable, use only permitted supplied excerpts and report the context limitation.
|
|
8
|
+
- **Authority:** continue reversible work within authorized scope. Reuse prior authorization when it covers the specific action. Show consequential engagement-record judgments and uncertainties for confirmation before saving unless already explicitly confirmed. New scope, acceptance changes, production actions, exports, and external messages need the applicable authority; a method invocation alone does not supply it. Keep one customer's writes in that customer's record.
|
|
9
|
+
- **Evidence:** distinguish supplied facts, estimates, hypotheses, and unknowns. Cite actual sources; a log date is not attribution. Never invent a source, signer, signature, customer reaction, or acceptance. Keep outcomes **promised → measured → accepted** distinct, and implementation, verification, deployment, and customer acceptance separate. Missing evidence means unproven, not an observed failure.
|
|
10
|
+
- **Data boundary:** use only data permitted by the customer's AI policy; clarify unknown policy before loading their code or data. Never load `<private>` content into a model. Cross-client comparison and exporting reusable material require permission and removal of customer-identifying or confidential content; anonymization alone does not grant permission.
|
|
11
|
+
|
|
12
|
+
## CLI availability
|
|
13
|
+
|
|
14
|
+
Only locate the CLI when the selected task needs it. Check `fde` on PATH and its `fde privacy` capability before reading records. If unavailable, use `node ~/.claude/fdeops/fde.js` when the disk installer placed it there, or `npx --yes fdeops <command>` when package downloads are permitted. Respect local installation and network rules. Run commands for the user; do not turn a missing bare `fde` command into unnecessary manual setup.
|
|
15
|
+
|
|
16
|
+
If no permitted executable is available, explain the missing capability. Continue any useful draft from supplied excerpts, but do not claim to have read, switched, staged, saved or rendered real records. Do not read raw private record files as a fallback.
|
|
17
|
+
|
|
18
|
+
Apply the selected method to this context. Follow its linked supporting methods only when needed; do not restart discovery or repeat already answered questions.
|
|
@@ -10,7 +10,7 @@
|
|
|
10
10
|
"references/qa.md": "d8f58e6d36436469a58aeb1107037f3e27fa81ff5b82d0e4df3c23eeadaf683c",
|
|
11
11
|
"references/review.md": "63a007f78288089cc84cccc72647e8ce6721b7efa0f4f8d6774c0f0af594749d",
|
|
12
12
|
"references/ship.md": "8cdcb2d4d6eb57e0adf3f1996bc02ae66920852ca304d2afd778fa483b7e969a",
|
|
13
|
-
"references/task-context.md": "
|
|
13
|
+
"references/task-context.md": "73eea2d7f164fac3226599e5be26ae4e79dcf69e0d24428dd12d623861410490",
|
|
14
14
|
"references/verification.md": "d453c075b849437375338fd23782ca7fe6d427b05137a2b10fc2f724aaf7f8a9"
|
|
15
15
|
}
|
|
16
16
|
}
|
|
@@ -2,11 +2,17 @@
|
|
|
2
2
|
|
|
3
3
|
Use this contract for standalone methods and methods routed through `@fde`.
|
|
4
4
|
|
|
5
|
-
- **Standalone work:** use the supplied, permitted facts, notes, code, and artifacts. A client name, `.fde/` directory, or initialized engagement is not a prerequisite. Do not bootstrap records merely to run a method. Ask only for missing information or authority that changes the next action; mark other gaps as unknown.
|
|
5
|
+
- **Standalone work:** use the supplied, permitted facts, notes, code, and artifacts. A client name, `.fde/` directory, or initialized engagement is not a prerequisite for work on supplied context. Tasks that inspect actual records need those records; staging or saving requires a selected customer. Never fabricate records to make an operational task appear complete. Do not bootstrap records merely to run a method. Ask only for missing information or authority that changes the next action; mark other gaps as unknown.
|
|
6
6
|
- **Artifact names are destinations:** names such as `success.md`, `decisions.md`, and `delivery.md` identify relevant evidence and, when bound, record destinations. If absent, use supplied facts and return the requested draft or result in the current workspace or conversation. Do not invent files or require initialization to complete useful work.
|
|
7
7
|
- **Bound engagement:** honor the current client binding and constraints. Before reading records, run `fde privacy` to verify masking support. Obtain a fresh, identity-matching sanitized `fde resume` packet for this task (or reuse a fresh session-hook packet); retrieve missing evidence with targeted `fde recall <topic>`. Use bounded `fde handoff` for transfer work. Refresh after binding, masking, or record changes. Never substitute raw `.fde/` reads, private blocks, masking dictionaries, or full transcripts. If the CLI is unavailable, use only permitted supplied excerpts and report the context limitation.
|
|
8
8
|
- **Authority:** continue reversible work within authorized scope. Reuse prior authorization when it covers the specific action. Show consequential engagement-record judgments and uncertainties for confirmation before saving unless already explicitly confirmed. New scope, acceptance changes, production actions, exports, and external messages need the applicable authority; a method invocation alone does not supply it. Keep one customer's writes in that customer's record.
|
|
9
9
|
- **Evidence:** distinguish supplied facts, estimates, hypotheses, and unknowns. Cite actual sources; a log date is not attribution. Never invent a source, signer, signature, customer reaction, or acceptance. Keep outcomes **promised → measured → accepted** distinct, and implementation, verification, deployment, and customer acceptance separate. Missing evidence means unproven, not an observed failure.
|
|
10
10
|
- **Data boundary:** use only data permitted by the customer's AI policy; clarify unknown policy before loading their code or data. Never load `<private>` content into a model. Cross-client comparison and exporting reusable material require permission and removal of customer-identifying or confidential content; anonymization alone does not grant permission.
|
|
11
11
|
|
|
12
|
+
## CLI availability
|
|
13
|
+
|
|
14
|
+
Only locate the CLI when the selected task needs it. Check `fde` on PATH and its `fde privacy` capability before reading records. If unavailable, use `node ~/.claude/fdeops/fde.js` when the disk installer placed it there, or `npx --yes fdeops <command>` when package downloads are permitted. Respect local installation and network rules. Run commands for the user; do not turn a missing bare `fde` command into unnecessary manual setup.
|
|
15
|
+
|
|
16
|
+
If no permitted executable is available, explain the missing capability. Continue any useful draft from supplied excerpts, but do not claim to have read, switched, staged, saved or rendered real records. Do not read raw private record files as a fallback.
|
|
17
|
+
|
|
12
18
|
Apply the selected method to this context. Follow its linked supporting methods only when needed; do not restart discovery or repeat already answered questions.
|
|
@@ -0,0 +1,9 @@
|
|
|
1
|
+
{
|
|
2
|
+
"generator": "bin/generate-skills.js",
|
|
3
|
+
"version": 1,
|
|
4
|
+
"files": {
|
|
5
|
+
"SKILL.md": "697bb56857be6099188d03134a72c488115761ec6a4cf19a724b7e4e650e2f8d",
|
|
6
|
+
"references/rollback.md": "cdde85caeb8e556825d0c3a156cd16d6e41550931984429e4978486ee91854cd",
|
|
7
|
+
"references/task-context.md": "73eea2d7f164fac3226599e5be26ae4e79dcf69e0d24428dd12d623861410490"
|
|
8
|
+
}
|
|
9
|
+
}
|
|
@@ -0,0 +1,21 @@
|
|
|
1
|
+
---
|
|
2
|
+
name: rollback
|
|
3
|
+
description: Prepare and rehearse a recovery path for an intended release. Use when rollback is assumed, untested or previously failed; follow the environment authority for any drill.
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# rollback
|
|
7
|
+
|
|
8
|
+
<!-- Generated by bin/generate-skills.js; edit the canonical references and catalog. -->
|
|
9
|
+
|
|
10
|
+
## Purpose
|
|
11
|
+
|
|
12
|
+
Prepare and rehearse a recovery path for an intended release. Use when rollback is assumed, untested or previously failed; follow the environment authority for any drill.
|
|
13
|
+
|
|
14
|
+
Read [the task context contract](references/task-context.md), then [the method](references/rollback.md). Load further references only when the task needs them. Everything linked is included in this skill; no other skill pack is required.
|
|
15
|
+
|
|
16
|
+
## Principles
|
|
17
|
+
|
|
18
|
+
- Work directly from the supplied permitted context. Standalone work does not require an engagement folder or initialization. Record filenames in the method are optional persistence destinations when no engagement is bound.
|
|
19
|
+
- If called by @fde, reuse its current sanitized packet and scope. Do not restart setup, discovery or questions already answered.
|
|
20
|
+
- The task context contract controls persistence and authority in both modes. Preserve unknowns and distinguish implementation, verification, deployment and acceptance.
|
|
21
|
+
- Use the customer's repository instructions and available tools. Report a missing capability or unrun check honestly; do not claim that installing a skill provisions infrastructure.
|
|
@@ -0,0 +1,102 @@
|
|
|
1
|
+
# rollback - Rehearse rollback
|
|
2
|
+
|
|
3
|
+
**Enter when:** a deploy is planned for the next 48 hours, the FDE says "we can always revert," a previous rollback failed or took too long, or the engagement involves regulated/critical systems.
|
|
4
|
+
|
|
5
|
+
**Read first:** `delivery.md` (the deployment record), `terrain.md`, `trust-profile.md` (for change-approval requirements), `context.md`.
|
|
6
|
+
|
|
7
|
+
"We can always revert" is the most dangerous sentence in deployment. A rollback plan that hasn't been tested is a wish, not a plan. The drill proves the escape route works before you need it at 2am.
|
|
8
|
+
|
|
9
|
+
## Method (you do this work)
|
|
10
|
+
|
|
11
|
+
**1. Map the rollback path for every change type:**
|
|
12
|
+
|
|
13
|
+
| Change type | Rollback method | Complication | Test |
|
|
14
|
+
|-------------|----------------|--------------|------|
|
|
15
|
+
| **Code deploy** | Revert the PR / redeploy previous version | Feature flags, cache invalidation | Deploy previous version to staging, verify function |
|
|
16
|
+
| **Database migration** | Compatible rollback, restore, or roll-forward | Irreversible transforms, concurrent writes, old/new schema compatibility | Rehearse on representative staging data; verify integrity, elapsed time, and possible data loss |
|
|
17
|
+
| **Config change** | Restore previous config | Propagation delay, dependent service restarts | Flip config, verify all services pick it up |
|
|
18
|
+
| **Infrastructure** | Terraform/Pulumi rollback or manual | State drift, dependent resources | Plan the rollback, review the diff |
|
|
19
|
+
| **Data backfill** | Restore from backup or reverse script | Mixed old/new data states | Run reverse on a 100-row sample |
|
|
20
|
+
|
|
21
|
+
**2. Identify the irreversible components.** Some changes can't be rolled back:
|
|
22
|
+
|
|
23
|
+
- Column drops after data migration
|
|
24
|
+
- Encryption key rotations after old key is destroyed
|
|
25
|
+
- External API version deprecations
|
|
26
|
+
- Emails/notifications already sent
|
|
27
|
+
- Published API changes consumed by third parties
|
|
28
|
+
|
|
29
|
+
For each irreversible component: **what's the compensating action?** Not "undo" but "what do we do to recover the same effect?"
|
|
30
|
+
|
|
31
|
+
**3. Run the drill.** On staging or a test environment - never on production:
|
|
32
|
+
|
|
33
|
+
```
|
|
34
|
+
DRILL PROTOCOL:
|
|
35
|
+
1. Deploy the change (confirm it works)
|
|
36
|
+
2. Start a timer
|
|
37
|
+
3. Execute the documented rollback procedure - exactly as written, no shortcuts
|
|
38
|
+
4. Measure: time to complete, services affected, data state after
|
|
39
|
+
5. Verify: can users still do the critical path?
|
|
40
|
+
6. Record: what worked, what was unclear, what failed
|
|
41
|
+
```
|
|
42
|
+
|
|
43
|
+
**4. The drill report.** Honest, specific, actionable:
|
|
44
|
+
|
|
45
|
+
```markdown
|
|
46
|
+
## Rollback drill - <date>
|
|
47
|
+
Change: <what was deployed>
|
|
48
|
+
Environment: staging
|
|
49
|
+
Rollback method: <what was executed>
|
|
50
|
+
Time to rollback: <minutes:seconds>
|
|
51
|
+
Result: PASS / FAIL / PARTIAL
|
|
52
|
+
|
|
53
|
+
What worked:
|
|
54
|
+
- Code revert completed in 45s
|
|
55
|
+
- Feature flag disabled correctly
|
|
56
|
+
|
|
57
|
+
What didn't:
|
|
58
|
+
- Database down migration left orphan rows in junction table
|
|
59
|
+
- Cache took 3 minutes to invalidate (stale data served)
|
|
60
|
+
|
|
61
|
+
Actions before production deploy:
|
|
62
|
+
- [ ] Fix down migration to clean junction table
|
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63
|
+
- [ ] Add cache-bust step to rollback procedure
|
|
64
|
+
- [ ] Verify cache invalidation time is acceptable
|
|
65
|
+
```
|
|
66
|
+
|
|
67
|
+
**5. The "acceptable rollback time" conversation.** With the FDE and the team:
|
|
68
|
+
|
|
69
|
+
> "If this deploy fails in production, how long can the system be in a degraded state before it's a business problem?"
|
|
70
|
+
|
|
71
|
+
| Answer | Implication |
|
|
72
|
+
|--------|-------------|
|
|
73
|
+
| "Minutes" | Automated rollback trigger needed - human decision loop is too slow |
|
|
74
|
+
| "An hour" | Manual rollback is acceptable if the procedure is tested and documented |
|
|
75
|
+
| "A day" | Gradual rollback is fine - feature flag off, monitor, clean up next morning |
|
|
76
|
+
| "It can't fail" | Blue/green deployment with instant traffic switch - test both environments |
|
|
77
|
+
|
|
78
|
+
**6. Change-approval environments (CAB).** In regulated industries:
|
|
79
|
+
|
|
80
|
+
- The rollback procedure is part of the change ticket - filed before the approval window.
|
|
81
|
+
- The drill evidence goes with the change request: "Rollback tested on <date>, completed in <time>, no issues."
|
|
82
|
+
- A drill that fails → the change ticket isn't ready. Better to discover that now than during the CAB.
|
|
83
|
+
|
|
84
|
+
## Artifact
|
|
85
|
+
|
|
86
|
+
**`delivery.md`** - the drill report, attached to the deployment record for this change. The evidence that the rollback works.
|
|
87
|
+
|
|
88
|
+
**`risks.md`** - any irreversible components identified, with the compensating action.
|
|
89
|
+
|
|
90
|
+
**`decisions.md`** - if the drill failed and the deployment is delayed: what failed, the fix, the revised timeline.
|
|
91
|
+
|
|
92
|
+
## Checkpoint
|
|
93
|
+
|
|
94
|
+
One statement: "Rollback tested on staging. Time: <N minutes>. Result: <pass/fail>. Production deploy is / is not ready." If not ready: the specific blocker and when it'll be resolved.
|
|
95
|
+
|
|
96
|
+
## Principles
|
|
97
|
+
|
|
98
|
+
- A rollback plan that hasn't been tested is a wish.
|
|
99
|
+
- Time the drill and account for differences in production scale and operating conditions; do not assume a fixed multiplier.
|
|
100
|
+
- Identify the irreversible components and name the compensating action.
|
|
101
|
+
- The drill report is evidence for the change ticket and the team's confidence.
|
|
102
|
+
- A drill that fails is a success - you found the problem before production did.
|
|
@@ -0,0 +1,18 @@
|
|
|
1
|
+
# Task context and evidence
|
|
2
|
+
|
|
3
|
+
Use this contract for standalone methods and methods routed through `@fde`.
|
|
4
|
+
|
|
5
|
+
- **Standalone work:** use the supplied, permitted facts, notes, code, and artifacts. A client name, `.fde/` directory, or initialized engagement is not a prerequisite for work on supplied context. Tasks that inspect actual records need those records; staging or saving requires a selected customer. Never fabricate records to make an operational task appear complete. Do not bootstrap records merely to run a method. Ask only for missing information or authority that changes the next action; mark other gaps as unknown.
|
|
6
|
+
- **Artifact names are destinations:** names such as `success.md`, `decisions.md`, and `delivery.md` identify relevant evidence and, when bound, record destinations. If absent, use supplied facts and return the requested draft or result in the current workspace or conversation. Do not invent files or require initialization to complete useful work.
|
|
7
|
+
- **Bound engagement:** honor the current client binding and constraints. Before reading records, run `fde privacy` to verify masking support. Obtain a fresh, identity-matching sanitized `fde resume` packet for this task (or reuse a fresh session-hook packet); retrieve missing evidence with targeted `fde recall <topic>`. Use bounded `fde handoff` for transfer work. Refresh after binding, masking, or record changes. Never substitute raw `.fde/` reads, private blocks, masking dictionaries, or full transcripts. If the CLI is unavailable, use only permitted supplied excerpts and report the context limitation.
|
|
8
|
+
- **Authority:** continue reversible work within authorized scope. Reuse prior authorization when it covers the specific action. Show consequential engagement-record judgments and uncertainties for confirmation before saving unless already explicitly confirmed. New scope, acceptance changes, production actions, exports, and external messages need the applicable authority; a method invocation alone does not supply it. Keep one customer's writes in that customer's record.
|
|
9
|
+
- **Evidence:** distinguish supplied facts, estimates, hypotheses, and unknowns. Cite actual sources; a log date is not attribution. Never invent a source, signer, signature, customer reaction, or acceptance. Keep outcomes **promised → measured → accepted** distinct, and implementation, verification, deployment, and customer acceptance separate. Missing evidence means unproven, not an observed failure.
|
|
10
|
+
- **Data boundary:** use only data permitted by the customer's AI policy; clarify unknown policy before loading their code or data. Never load `<private>` content into a model. Cross-client comparison and exporting reusable material require permission and removal of customer-identifying or confidential content; anonymization alone does not grant permission.
|
|
11
|
+
|
|
12
|
+
## CLI availability
|
|
13
|
+
|
|
14
|
+
Only locate the CLI when the selected task needs it. Check `fde` on PATH and its `fde privacy` capability before reading records. If unavailable, use `node ~/.claude/fdeops/fde.js` when the disk installer placed it there, or `npx --yes fdeops <command>` when package downloads are permitted. Respect local installation and network rules. Run commands for the user; do not turn a missing bare `fde` command into unnecessary manual setup.
|
|
15
|
+
|
|
16
|
+
If no permitted executable is available, explain the missing capability. Continue any useful draft from supplied excerpts, but do not claim to have read, switched, staged, saved or rendered real records. Do not read raw private record files as a fallback.
|
|
17
|
+
|
|
18
|
+
Apply the selected method to this context. Follow its linked supporting methods only when needed; do not restart discovery or repeat already answered questions.
|
|
@@ -0,0 +1,11 @@
|
|
|
1
|
+
{
|
|
2
|
+
"generator": "bin/generate-skills.js",
|
|
3
|
+
"version": 1,
|
|
4
|
+
"files": {
|
|
5
|
+
"SKILL.md": "5488cddb607cb05face73ad1a838dd87babb00716544793f36997ca15dcb1560",
|
|
6
|
+
"references/close.md": "095266722624e4bc647628243c8be0e69b02017ef6b4e3a7e7790ec1f53ab7c0",
|
|
7
|
+
"references/encode-pattern.md": "3be7bf9d0f69af31659423c54d6023a4af1556e2ce200fb025bf64d0757de4d8",
|
|
8
|
+
"references/runbook.md": "1233aa1943da8db6d3c7624b7a54b3a1afc340b97e16f95d70b42cdbf521b63c",
|
|
9
|
+
"references/task-context.md": "73eea2d7f164fac3226599e5be26ae4e79dcf69e0d24428dd12d623861410490"
|
|
10
|
+
}
|
|
11
|
+
}
|
|
@@ -0,0 +1,21 @@
|
|
|
1
|
+
---
|
|
2
|
+
name: runbook
|
|
3
|
+
description: Write an operating runbook from the delivered system and verified procedures. Use when the customer team or a successor needs to operate without the original engineer.
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# runbook
|
|
7
|
+
|
|
8
|
+
<!-- Generated by bin/generate-skills.js; edit the canonical references and catalog. -->
|
|
9
|
+
|
|
10
|
+
## Purpose
|
|
11
|
+
|
|
12
|
+
Write an operating runbook from the delivered system and verified procedures. Use when the customer team or a successor needs to operate without the original engineer.
|
|
13
|
+
|
|
14
|
+
Read [the task context contract](references/task-context.md), then [the method](references/runbook.md). Load further references only when the task needs them. Everything linked is included in this skill; no other skill pack is required.
|
|
15
|
+
|
|
16
|
+
## Principles
|
|
17
|
+
|
|
18
|
+
- Work directly from the supplied permitted context. Standalone work does not require an engagement folder or initialization. Record filenames in the method are optional persistence destinations when no engagement is bound.
|
|
19
|
+
- If called by @fde, reuse its current sanitized packet and scope. Do not restart setup, discovery or questions already answered.
|
|
20
|
+
- The task context contract controls persistence and authority in both modes. Preserve unknowns and distinguish implementation, verification, deployment and acceptance.
|
|
21
|
+
- Use the customer's repository instructions and available tools. Report a missing capability or unrun check honestly; do not claim that installing a skill provisions infrastructure.
|
|
@@ -0,0 +1,66 @@
|
|
|
1
|
+
# close - Transfer operations
|
|
2
|
+
|
|
3
|
+
**Context:** apply [task context and evidence](task-context.md) before using the named records below.
|
|
4
|
+
|
|
5
|
+
**Enter when:** the engagement is ending - the customer team must run this without the FDE.
|
|
6
|
+
|
|
7
|
+
**Read first:** for standalone work, use the supplied permitted operating notes, evidence and ownership; no engagement binding or CLI command is required. For a bound engagement, use bounded `fde handoff` or `fde resume`, then targeted `fde recall` for missing evidence. Never initialize records merely to draft a handoff. Build the picture through relevant excerpts, not a full-directory load. Consult `terrain.md` only for code paths needed by the successor.
|
|
8
|
+
|
|
9
|
+
The engagement doesn't end at ship. It ends when the customer can maintain what was built without calling.
|
|
10
|
+
|
|
11
|
+
## Method (you do this work, with the FDE's answers)
|
|
12
|
+
|
|
13
|
+
**0. The opening question:** "What will bite them when you're gone?" Their answer shapes everything written below.
|
|
14
|
+
|
|
15
|
+
**1. The retrospective.** Work through, blame-free and specific:
|
|
16
|
+
- Did the real problem match the brief? (Compare `brief.md` vs `reality.md` - you have the receipts.)
|
|
17
|
+
- Which trust moments mattered?
|
|
18
|
+
- What did the codebase teach that `terrain.md` didn't know at the start?
|
|
19
|
+
- Which risk almost became real?
|
|
20
|
+
- AI components: did they behave in production? What failure modes did the prototype hide? Is the team equipped to maintain them?
|
|
21
|
+
|
|
22
|
+
**1b. Value + receipts close gate (refuse green close if any fail):**
|
|
23
|
+
- Primary value bucket in `success.md` matches what the sponsor funded; at least one ledger row has **Measured** (not forever-`pending`) with evidence **and a named customer-side owner in Accepted by** for that bucket - or the retrospective explicitly records “not measured; sponsor accepted pending.” A measured-but-unaccepted number closes as `claimed`; say so in the retrospective rather than closing green on arithmetic nobody signed.
|
|
24
|
+
- Audit receipt exists for the final shipped path (exceptions/operating map walked; cite file).
|
|
25
|
+
- Eval receipt: **n/a if no AI**, else final scoped eval result + operating owner and required human-review or bounded-automation authority recorded; kill switch / fallback named in `handoff.md`.
|
|
26
|
+
- One line in the retrospective: which bucket moved, by how much, vs baseline.
|
|
27
|
+
|
|
28
|
+
**2. The pattern.** Anything that happened here and will happen again - a compliance approach, a migration pattern, a stakeholder dynamic - gets encoded for reuse. Use [encode-pattern](encode-pattern.md) to distinguish candidate patterns from supported ones and protect customer data.
|
|
29
|
+
|
|
30
|
+
**3. The handoff.** Operational knowledge for the person woken at 2am, not technical documentation: the 3 things that will break and the fix for each · who holds the tribal knowledge · what each alert means · deploy and rollback in plain language. AI components additionally: model version, what normal output looks like (so drift is recognisable), fallback behaviour, who owns retraining, **how to disable the AI path without taking down the feature** - without this the team turns it off at the first misbehaviour and it stays off.
|
|
31
|
+
|
|
32
|
+
**4. Transformation engagements - four extra answers in `handoff.md`:**
|
|
33
|
+
- Who owns AI governance after the FDE leaves? (Who can pull a model from production?)
|
|
34
|
+
- The retraining trigger, exactly: "precision < 0.82 on validation for 3 consecutive weeks → <owner> retrains." A number, a condition, an owner - not "when performance drops."
|
|
35
|
+
- The operating model at scale: who coordinates twenty use cases across five teams?
|
|
36
|
+
- Decision authority for new use cases: intake, risk assessment, approver.
|
|
37
|
+
|
|
38
|
+
## Artifact
|
|
39
|
+
|
|
40
|
+
**`retrospectives/YYYY-MM-DD-<engagement>.md`** - one file per close (separate files make cross-engagement patterns scannable). **`patterns.md`** - reusable patterns extracted. **`handoff.md`** - the 2am document.
|
|
41
|
+
|
|
42
|
+
## Checkpoint
|
|
43
|
+
|
|
44
|
+
**Check the handoff as a lookup tool.** Give the intended operator one realistic task, such as finding the owner and recovery steps for a failed run. Can they locate the answer and its source in the permitted handoff without your explanation? A reader finding the instructions is not proof they can execute them; verify operation separately in the agreed safe environment. Correct the passage they could not use, rather than adding a longer introduction.
|
|
45
|
+
|
|
46
|
+
If the operator is unavailable, a fresh reviewer can attempt the same lookup using only the permitted draft and task. Report this as a simulated clarity check, not operator validation, customer approval, or a green close. Claim independent review only if a separate reviewer actually performed it; identify the reviewer and evidence available. If none is available, perform a labeled self-check and report independent review as unperformed. Use one focused pass for a consequential handoff; do not add a committee or a second approval ritual.
|
|
47
|
+
|
|
48
|
+
Direct assessment to the FDE: did the engagement achieve `success.md` · 2-3 lessons that matter · is the pattern worth encoding · is the handoff complete or where are the gaps. Also: value bucket + audit receipt green; eval **n/a or green**. Pending Measured without sponsor acceptance = gap, not green close. Honest - a gap named now is cheaper than a callback in six weeks.
|
|
49
|
+
|
|
50
|
+
## Worked example
|
|
51
|
+
|
|
52
|
+
Acme, twelve weeks in, the FDE is rolling off.
|
|
53
|
+
|
|
54
|
+
Retrospective against the receipts: `brief.md` asked for monitoring, `reality.md` proved it was ownership - and the delta is the most useful paragraph in the file, because it is exactly the argument the next engagement will need.
|
|
55
|
+
|
|
56
|
+
The close gate bites in a useful way. The ledger shows detection at 12 minutes measured across two real incidents, but **Accepted by** is empty - Marco confirmed it in Slack, Denise (finance) never did, and Denise is whose escalation started the engagement. So it closes as `claimed` with a one-line retrospective note and a named next step, rather than a green close on a number nobody with budget agreed to.
|
|
57
|
+
|
|
58
|
+
`handoff.md` is written for the person woken at 2am: the three things that break, what the page means, how to re-run manually the way Marco does, and who holds the tribal knowledge (Raj, who built the original job - credited, because he protects it now). `patterns.md` gets *"unowned job" presents as "unmonitored job"* - it has now happened twice.
|
|
59
|
+
|
|
60
|
+
## Principles
|
|
61
|
+
|
|
62
|
+
- Done = the customer operates without you.
|
|
63
|
+
- No named value bucket moved (or sponsor-accepted pending) = not a green close.
|
|
64
|
+
- The retrospective is an investment in the next engagement, not a post-mortem.
|
|
65
|
+
- Encode what repeated. The same lesson learned twice is a process failure.
|
|
66
|
+
- Write the handoff for 2am.
|