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Re-point relative references inside the six non-tailscale/workflow-architect
bundle dirs now that they live one level shallower at the repo root:
- bundle-root SKILL.md/manifest.yaml/README.md: ../../<target> -> ../<target>,
cross-bundle ../../bundles/<x> -> ../<x>
- forward-deployed-engineering references/: ../../../<target> -> ../../<target>
- product-lifecycle references cross-bundle ../../bundles/neckbeard -> ../../neckbeard
- product-lifecycle references/discovery-brief.md prose headings drop bundles/ prefix
- neckbeard eval shell commands bundles/neckbeard/eval -> neckbeard/eval
- production-excellence AGENTS.md depth note updated
- manifest header comments point at ../schemas/bundle-manifest-v1.schema.json
- regenerate docs/lifecycle-capability-matrix.{md,json}
Co-authored-by: factory-droid[bot] <138933559+factory-droid[bot]@users.noreply.github.com>
159 lines
11 KiB
Markdown
159 lines
11 KiB
Markdown
---
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name: forward-deployed-engineering
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description: >-
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Guide embedded technical engagements from ambiguous stakeholder need through
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discovery, framing, hypothesis, build, evaluation, deployment, adoption,
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measurement, and generalization while preserving evidence, decision rights,
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and field learning. Use when one accountable technical lead must carry
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continuity across customer or stakeholder discovery, implementation,
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production fit, adoption, and measurable outcomes. Do not use for a bounded
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repository change, product investment governance, ongoing reliability or
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platform ownership, an isolated specialist task, or advisory work that ends
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before implementation and adoption.
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license: MIT
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compatibility: Agent harness with file read/write, terminal, and skill loading. No network or runtime dependency required by the bundle itself.
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metadata:
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spec-version: "1.0"
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tags: forward-deployed-engineering, embedded-delivery, adoption, measurement, generalization
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---
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# Forward-Deployed Engineering
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Use this bundle when the work is an embedded technical engagement whose success
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depends on continuity, not merely a recommendation or a code change. This is a
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normative operating model synthesized from the role observations in
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[source-index.md](references/source-index.md) and from routed specialist
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methods; the nine-stage sequence is not an externally standardized methodology.
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## Lifecycle
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`Discover → Frame → Hypothesize → Build → Evaluate → Deploy → Adopt → Measure → Generalize`
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| Stage | Required question | Minimum output | Stop condition |
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|---|---|---|---|
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| Discover | What user workflow and problem are real? | [Stakeholder/workflow map](templates/stakeholder-workflow-map.md) and unknowns | No recognizable problem or access to the relevant workflow |
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| Frame | What is in scope, who decides, and what outcome matters? | [Engagement charter](templates/engagement-charter.md) and [assumptions/decisions/risks ledger](templates/assumptions-decisions-risks-ledger.md) | Authority, constraints, or outcome cannot be named |
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| Hypothesize | What smallest intervention could change the workflow? | Testable hypothesis and decision rule | No falsifiable hypothesis or unsafe test |
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| Build | What operationally complete slice can be built? | Thin-slice implementation plan and owner | Dependencies or permissions are infeasible |
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| Evaluate | What evidence supports quality, safety, and usefulness? | [Evaluation and release decision](templates/evaluation-and-release-decision.md) | Baseline, representative evidence, or risk constraints missing |
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| Deploy | Can it be released, recovered, and verified in the authorized environment? | Readiness, rollout, rollback, and verification record | No authorized access, rollback, or release decision |
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| Adopt | Do intended users activate and use it in the target workflow? | [Adoption scorecard](templates/adoption-scorecard.md) and intervention record | Adoption failure is unexplained or ownership/support is absent |
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| Measure | Did the capability change the agreed outcome? | [Outcome measurement record](templates/outcome-measurement-record.md) | Instrumentation cannot distinguish expected from observed |
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| Generalize | What should happen to the local learning? | [Productization record](templates/productization-record.md) and [field-learning record](templates/field-learning-record.md) | No evidence or receiving owner for the proposed next step |
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At every stage, read the current charter, workflow map, and ledger and add
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evidence rather than re-deriving prior decisions. Maintain one [engagement
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charter](templates/engagement-charter.md), one [stakeholder/workflow
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map](templates/stakeholder-workflow-map.md), and one
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[assumptions-decisions-risks ledger](templates/assumptions-decisions-risks-ledger.md).
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Each stage records entry evidence, the artifact produced, the accountable
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decision maker, unresolved unknowns, and the next handoff. Never silently turn
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an observation into a requirement, a prototype into a production claim, or a
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local success into a reusable product capability. For the expected depth and
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evidence labeling of these artifacts, see the
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[worked example engagement](references/worked-example-engagement.md).
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### Where to enter the lifecycle
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Enter at the stage that matches what already exists. Do not restart earlier
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stages unless the current charter's stop conditions require it.
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| What you already have | Enter at |
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| A stakeholder request or observed workflow opportunity, no validated problem | Discover |
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| Validated problem and stakeholders, no charter | Frame (establish the charter first) |
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| Charter, workflow map, and ledger; no approved requirement | Hypothesize |
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| Approved requirement; thin slice in progress | Build |
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| Built and tested slice; no release decision | Evaluate |
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| Released within the authorized boundary | Adopt |
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| Adopted and measuring against the decision rule | Measure |
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| Post-launch evidence and a generalization question | Generalize |
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| A well-specified bounded change with no continuity need | Route to [neckbeard](../neckbeard/SKILL.md) instead |
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Before acting at any entry point, review the current charter, workflow map,
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ledger, and preceding stage-handoff record as entry evidence.
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## Loading protocol
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1. Establish the charter before solution design: problem, users, workflow,
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outcome, scope, authority, constraints, success measure, and stop conditions.
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2. Load [lifecycle and artifacts](references/lifecycle-and-artifacts.md) and
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update the shared ledger after every stage.
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3. Treat the stage skills in `manifest.yaml` as candidates. Apply the
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[route-selection conditions](references/route-selection.md), load one primary
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specialist, and follow its method rather than copying it into this bundle.
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4. Before action in a constrained or sensitive environment, load
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[authority and escalation](references/authority-and-escalation.md) and route
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access, security, privacy, irreversible, cost, and external-commitment
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decisions to their authorized owner.
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5. Before calling applied AI or any risky capability production-ready, load
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[agent-evals-and-observability](../agent-evals-and-observability/SKILL.md)
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and [production-readiness](../production-readiness/SKILL.md), and require
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baseline, representative and adversarial evidence, constraints, and a
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release decision.
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6. Treat adoption and measured workflow impact as completion conditions, not
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postscript communications. Use [adoption and measurement](references/adoption-and-measurement.md).
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7. Apply the classification rules in [generalization and
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productization](references/generalization-and-productization.md), then close
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with the [productization record](templates/productization-record.md). Classify
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local work as configuration, reusable pattern, product capability,
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transfer/replacement, or retirement, with evidence and an owner.
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8. Treat artifacts as private by default and apply the [external-sharing
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gate](references/communication.md#external-sharing-gate) before they leave
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the authorized engagement context.
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Load only the primary specialist for the active stage. Add a secondary
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specialist only for a named blocker, risk, or handoff; do not preload every
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skill in the manifest. If one specialist fully owns the request, stop routing
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and hand the task to that specialist instead of running the FDE lifecycle.
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## Epistemic and communication contract
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Label each material statement as one of: **source fact**, **engagement
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observation**, **inference**, **recommendation**, **decision**, or
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**commitment**. Use the [communication reference](references/communication.md)
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for concise status and escalation updates. The [discovery brief](references/discovery-brief.md)
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records the overlap audit and source limitations.
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## Completion and stop rules
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The engagement is complete only when the capability is technically verified,
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deployed within the authorized boundary, adopted by the intended workflow,
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measured against an agreed outcome, and its learning has a generalization
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decision. A prototype, demo, or stakeholder approval alone is not completion.
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Stop and preserve the ledger when the problem cannot be articulated, authority
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or access is missing, evidence fails, adoption remains unexplained or below the
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decision rule, or the next action exceeds the charter. Escalate rather than
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guess on security, privacy, irreversible changes, material cost, external
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commitments, or business authority. Route a well-specified repository bug
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directly to [neckbeard](../neckbeard/SKILL.md) and the relevant
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specialist instead of invoking this lifecycle.
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## When not to use
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| Scenario | Reach for | Why |
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| Well-bounded repository change | [neckbeard](../neckbeard/SKILL.md) | Owns intake through verified PR and authorized release for a bounded change |
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| Product investment, portfolio, or lifecycle governance | [product-lifecycle](../product-lifecycle/SKILL.md) | Owns investment and lifecycle governance, not delivery continuity |
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| Ongoing reliability ownership (SLOs, alerts, incidents) | [site-reliability-engineering](../site-reliability-engineering/SKILL.md) | Standing operational ownership, not an embedded engagement |
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| Internal platform design or operation | [platform-engineering](../platform-engineering/SKILL.md) | Platform ownership, not customer delivery |
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| One discipline fully owns the task | That specialist directly | FDE stops routing when one specialist owns the request |
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| Advisory analysis ending before implementation and adoption | The relevant architecture or decision specialist | FDE completion requires adoption and outcome continuity |
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## File map
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| Path | Load when |
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| [references/discovery-brief.md](references/discovery-brief.md) | Reviewing the boundary, overlap audit, or evidence basis |
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| [references/source-index.md](references/source-index.md) | Checking an externally verifiable role claim or refresh date |
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| [references/lifecycle-and-artifacts.md](references/lifecycle-and-artifacts.md) | Starting or handing off any lifecycle stage |
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| [references/route-selection.md](references/route-selection.md) | Selecting one stage specialist without violating its entry boundary |
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| [references/authority-and-escalation.md](references/authority-and-escalation.md) | Working under access, security, privacy, cost, or authority constraints |
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| [references/adoption-and-measurement.md](references/adoption-and-measurement.md) | Evaluating activation, workflow adoption, and measurable impact |
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| [references/generalization-and-productization.md](references/generalization-and-productization.md) | Deciding what field work becomes or does not become reusable |
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| [references/communication.md](references/communication.md) | Writing status, decision, escalation, or handoff communication |
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| [references/worked-example-engagement.md](references/worked-example-engagement.md) | Calibrating expected artifact depth or evidence labeling at any stage |
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| [templates/](templates/) | Creating the charter, workflow map, ledger, stage handoff, engagement status, evaluation and release decision, adoption scorecard, outcome measurement record, productization record, or field learning record |
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| [manifest.yaml](manifest.yaml) | Reading machine-readable stages, routes, outputs, and conflicts |
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