Forge — ceremonies & events (prescriptive)
Each Forge ceremony below lists inputs, outputs, participants, timebox, agenda, and Forge-specific mechanics. Forge keeps standard ceremony names and adds precision inside them.
Default iteration length: 1 week (configurable to 2 weeks for exploratory work).
0. Ongoing — Ore intake
Intent: Capture new ideas, requests, issues, and opportunities as Ore before they enter the commitment pipeline.
| Inputs | External requests, feedback, defect reports, hypotheses, stakeholder conversations |
| Outputs | Ore items in the backlog with source, problem/opportunity, urgency, expected value |
| Participants | Anyone (primarily Product hat) |
| Cadence | Continuous |
Prescriptive rule: Do not refine or commit Ore during intake. Capture enough for triage; avoid detailed commitments.
1. Refinement (Ore → Ingot)
Intent: C1 (Align) + C2 (Plan the slice) — shape selected Ore into Ingots.
| Inputs | Ore backlog, product context, known constraints, discipline knowledge bases |
| Outputs | Ingots with: problem statement, value proposition, acceptance route, key constraints, evidence-of-done criteria |
| Participants | Product hat (R), Engineering hat (R), Challenge hat (O — Versonas at decision points) |
| Timebox | ≤ 1 hour per session; ~10–15% of iteration capacity on refinement |
| Cadence | 1–2× per week |
Agenda:
- Product hat presents top Ore items (5–10 min).
- Clarify problem, value, and constraints; Engineering hat assesses feasibility (15–20 min).
- Invoke Versonas on high-risk or high-value items — time-boxed challenge (10–15 min).
- Decide: promote to Ingot, merge, Bank, or reject. Document decisions in Ember Log (5–10 min).
Definition of Ready (Ingot):
- Problem and value statement clear.
- Acceptance criteria testable.
- Key constraints and dependencies identified.
- Estimated effort range (fits iteration horizon).
- Phase affinity identified (discover/specify/design/build/verify/release).
2. Planning (Ingot → Sparks)
Intent: C1 + C2 — decompose Ingots into Sparks and scope the iteration.
| Inputs | Ingot backlog (ordered), team capacity, past iteration metrics, Definition of Done |
| Outputs | Sparks with: intent, expected outcome, acceptance route, phase prefix; iteration scope |
| Participants | Product hat (R), Engineering hat (R), Governance hat (O) |
| Timebox | ≤ 2 hours per 1-week iteration |
Agenda:
- Product hat proposes iteration focus and highest-value Ingots (10 min).
- Engineering hat decomposes Ingots into Sparks (30–45 min).
- Sequence Sparks by risk reduction and learning value (15 min).
- Confirm scope fits capacity; intentionally leave margin for interruption (10 min).
- Identify Versona challenges needed before key Sparks begin (5 min).
Spark quality check:
- One clear intent.
- One primary expected outcome.
- One practical acceptance route.
- Limited dependency surface.
- Completable in one focused session (~1–4 hours).
- Phase prefix assigned.
3. Daily sync (Charge confirmation)
Intent: C3 — execute and unblock; confirm today's Charge.
| Inputs | Current Charge, iteration Sparks, known blockers, Ember Log |
| Outputs | Updated Charge for the day; surfaced blockers; Banking or unbanking decisions |
| Participants | Engineering hat (R); Product hat (O); others as needed |
| Timebox | 15 minutes |
Agenda:
- Review yesterday's Charge: what completed, what carries forward (3 min).
- Confirm today's Charge: which Sparks are active (3 min).
- Surface blockers and Banking decisions (3 min).
- Declare hat for the day's primary focus (1 min).
- Identify any Versona challenges needed (2 min).
Prescriptive rule: The Charge should be intentionally smaller than theoretical capacity, leaving room for interruption, rework, and learning.
4. Review (evidence assessment)
Intent: C4 (Inspect) + C6 (Assure) — inspect what was achieved and assess evidence quality.
| Inputs | Completed Sparks, increment, Assay Gate criteria, Ember Log |
| Outputs | Evidence assessment, stakeholder feedback, backlog updates, Assay Gate readiness determination |
| Participants | Product hat (R), Engineering hat (R), Challenge hat (R — Versonas), Governance hat (R), stakeholders (O) |
| Timebox | ≤ 1.5 hours per 1-week iteration |
Agenda:
- Engineering hat demonstrates working increment (30 min).
- Product hat assesses against Ingot acceptance criteria (15 min).
- Versona challenge: discipline-specific review of increment quality (15 min).
- Governance hat reviews evidence against Assay Gate criteria (10 min).
- Decide: ready for Assay Gate, needs more evidence, or scope adjustment (10 min).
5. Assay Gate (release readiness)
Intent: C6 — evidence-based release decision. Separate from Review to keep the question strict: is this releasable?
| Inputs | Evidence package: tests, acceptance confirmations, risk checks, performance data, Ember Log |
| Outputs | Release decision (pass / fail with specific gaps); release notes draft |
| Participants | Governance hat (R), Product hat (R), Engineering hat (R) |
| Timebox | ≤ 30 minutes |
Evidence types (configured per work type):
- Tests passed (unit, integration, E2E as applicable).
- Acceptance criteria met and documented.
- Risk checks completed (security, compliance Versona if applicable).
- Performance / quality thresholds met.
- Stakeholder validation completed (for user-facing changes).
- Rollback or support readiness confirmed.
Prescriptive rule: Work that fails the Assay Gate is not failure — it is simply not yet releasable. Adjust scope or gather more evidence; do not lower evidence standards under schedule pressure.
6. Retro (learning → new Ore)
Intent: C5 — reflect and improve the system of work.
| Inputs | Iteration metrics (Spark throughput, Ore→Ingot conversion, Assay Gate pass rate), Ember Log, Versona challenge trends, team experience |
| Outputs | 1–3 improvement experiments with owners; new Ore from learnings; Versona configuration adjustments |
| Participants | All hats (R) |
| Timebox | ≤ 1 hour per 1-week iteration |
Agenda:
- Review metrics: Spark throughput, Charge completion rate, Assay Gate results (10 min).
- Ember Log review: which decisions worked, which assumptions were wrong (10 min).
- Versona effectiveness: which challenges added value, which created noise (10 min).
- Generate insights: patterns, systemic issues, process friction (15 min).
- Commit to 1–3 experiments with owners and due dates (10 min).
- Feed learnings back as new Ore where applicable (5 min).
7. Quick reference — I/O summary
| Ceremony | Primary inputs | Primary outputs |
|---|---|---|
| Ore intake | External requests, feedback | Ore items in backlog |
| Refinement | Ore backlog, constraints | Ingots (ready for planning) |
| Planning | Ingots, capacity, DoD | Sparks, iteration scope |
| Daily sync | Charge, blockers | Updated Charge, unblocked work |
| Review | Increment, evidence | Assessment, feedback, Assay readiness |
| Assay Gate | Evidence package | Release decision |
| Retro | Metrics, Ember Log | Improvement experiments, new Ore |
8. Links
- Process maps & lifecycle · Foundation connection · Ceremony fork