Draft Charter v0
BTM-3 Order: #3 Kickoff Has Dependencies
Updated 1 month, 2 weeks ago
Guidance
Objective
Create the executable project-management contract at docs/project/CHARTER.md from the normalized handover. Charter v0 must be approved before Inception starts.
Plan first
Enter the ADE's planning mode when available. Otherwise write a step-by-step drafting plan. Sections may be drafted in parallel only when each worker writes a separate section and one final worker checks cross-section consistency.
Required structure
- Goals — outcome, measure, target, target date, evidence source, owner.
- Team Roster — person/agent, mission, authority, owned workflows/artifacts, meetings, backup. Include team maturity:
L2 | early-L3 | late-L3 | L4, supporting evidence, assessor, and assessment date. - Variables We Track — one row per stable
variable_idwith definition, unit, source system, exact query/command, aggregation/window, freshness limit, Green/Yellow/Orange/Red or Green/Red thresholds, missing-data behavior, owner, andgating_policy: observe | pause_new_work | block_release. - Artifact Coverage Decision — artifact, required?, canonical path/system, owner, freshness rule, validation command.
- Cadence — current iteration-length decision process, ceremonies, participants, trigger, duration; recurring meetings only when team size is greater than one.
- Release Roadmap — alpha/beta/gamma/RC, explicitly marked aspirational until EST validates it.
Procedure and gates
- Cite every statement back to the Vision/Scope Handover or label it as an assumption.
- Use stable IDs for variables and artifacts; display names may change without breaking history.
- Define
Unknownhandling separately from performance bands. Missing/stale evidence is never Green. - Obtain explicit sponsor and Delivery Manager approval.
Completion evidence
All six sections exist; every variable is mechanically measurable; every required artifact is locatable and testable; maturity has evidence; gating policies are explicit; the roadmap is labeled aspirational; approval and version v0 are recorded.
Details
- Order:
- #3
- Phase:
- Predecessor:
- BTM-2 Absorb Vision/Scope Handover
- Successor:
- BTM-4 Run ESM with Client, Walk Mockups
- Created:
- Sep 21, 2026
- Last Updated:
- Sep 21, 2026
Workflow
Bootstrap the Team
Applicability gate: count the people actively participating in the project before starting BTM. One or two people is a solo …
View WorkflowAssigned Agent
Delivery Manager (DM)
Single merged PM/DM role. Staffed at Kickoff. Owns the Charter, is the recipient of all …
Required Skills
No skills linked
Rules
-
Charter Is Source of Truth for Variables
charter-is-source-of-truth-for-variables -
Release Roadmap Is Aspirational
release-roadmap-is-aspirational
Input Artifacts 2
-
Delivery Management Assignment
Document
Required
Produced by: Assign the Delivery Manager -
Vision/Scope Handover Package
Document
Required
Produced by: Absorb Vision/Scope Handover
Output Artifacts 1
- Project Charter Document Required