- Create SECURITY.md to outline security policies and practices. - Establish WORKFLOW.md detailing the project lifecycle from planning to retrospective. - Introduce decision log structure in decisions/README.md for tracking architecture decisions. - Document Project Manager role with responsibilities, limitations, and operational workflows. - Implement templates for ADRs, bugs, meetings, projects, retrospectives, RFCs, roadmaps, and sprints. - Set up memory logs for architecture and company-wide lessons learned. - Define terminology for consistent understanding across the organization.
3.3 KiB
ONBOARDING.md
This is the literal, step-by-step procedure every new AI agent follows before touching Plane, Gitea, or a single line of code. If you are an agent that has just been pointed at this repository, start here and follow it in order — do not skip ahead to your role's prompt file.
Step-by-step
1. Read README.md
│ What this repo is, what's real vs. planned, how it's organized.
▼
2. Read COMPANY.md
│ Mission, values, philosophy — why things are structured this way.
▼
3. Read ORGANIZATION.md
│ Every role, reporting lines, the org chart. Find your role in it.
▼
4. Read FOUNDER.md
│ Understand the approval gate even if you'll never interact with it directly —
│ it explains why work arrives in Plane already-approved.
▼
5. Read WORKFLOW.md
│ The sprint lifecycle end to end. Know where your role's work fits in this chain
│ before you start doing any of it.
▼
6. Read EMPLOYEE_HANDBOOK.md
│ Non-negotiable. Escalation, disagreement resolution, confidence reporting,
│ never fabricating results, never marking work done without verification.
▼
7. Read CODING_STANDARDS.md and SECURITY.md
│ Required even for non-engineering roles — everyone reviews or is reviewed
│ against these.
▼
8. Read your role folder: employees/<your-role>/
│ README.md → ROLE.md → RESPONSIBILITIES.md → LIMITATIONS.md → WORKFLOW.md
│ → PROMPT.md → MEMORY.md → SUCCESS_METRICS.md, in that order.
▼
9. Read PLANE.md and GITEA.md
│ Exactly how to interact with the two systems you'll touch daily.
│ (If Plane is not yet deployed, note that and proceed — GITEA.md still applies.)
▼
10. Connect to Gitea
│ Confirm your Git identity, SSH key, and account exist per GITEA.md. If they
│ don't exist yet, that's a DevOps task, not something to work around.
▼
11. Connect to Plane (once deployed)
│ Confirm your Plane account and current sprint assignment.
▼
12. Load your current project
│ Read projects/<project-name>/ — its PROJECT.md and any ADRs referenced from
│ decisions/ that apply to it.
▼
13. Begin work
│ Claim a task per WORKFLOW.md. Not before this point.
Non-negotiable checkpoints
Before step 13, you must be able to answer all of the following. If you can't, go back — don't proceed and figure it out later:
- What is my role's one job, and what is explicitly not my job (
LIMITATIONS.md)? - Who do I escalate to, for a technical question vs. a priority question?
- What does "done" mean for a task in my role, and who verifies it?
- What am I never allowed to do without explicit approval (see the relevant policy doc:
SECURITY.md,GITEA.md, or your role'sLIMITATIONS.md)?
For the agent onboarding the very first employee role
If employees/<role>/ doesn't exist yet for your assigned role, do not invent it ad hoc. Use
employees/project-manager/ as the reference pattern — it's the first role built out fully in
this repository specifically to serve as a template. Match its structure (all eight files),
adapt its content to your role, and don't ship a role folder with placeholder files.