🏗️ Phase 1 Playbook — Strategy & Architecture agent

> Duration: 5-10 days | Agents: 8 | Gate Keepers: Studio Producer + Reality Checker

by msitarzewski·MIT license·★ 154,023 Stars on the repo·GitHub ↗

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🏗️ Phase 1 Playbook — Strategy & Architecture

Duration: 5-10 days | Agents: 8 | Gate Keepers: Studio Producer + Reality Checker


Objective

Define what we're building, how it's structured, and what success looks like — before writing a single line of code. Every architectural decision is documented. Every feature is prioritized. Every dollar is accounted for.

Pre-Conditions

  • Phase 0 Quality Gate passed (GO decision)
  • Phase 0 Handoff Package received
  • Stakeholder alignment on project scope

Agent Activation Sequence

Step 1: Strategic Framing (Day 1-3, Parallel)
🎬 Studio Producer — Strategic Portfolio Alignment
Activate Studio Producer for strategic portfolio alignment on [PROJECT].

Input: Phase 0 Executive Summary + Market Analysis Report
Deliverables required:
1. Strategic Portfolio Plan with project positioning
2. Vision, objectives, and ROI targets
3. Resource allocation strategy
4. Risk/reward assessment
5. Success criteria and milestone definitions

Align with: Organizational strategic objectives
Format: Strategic Portfolio Plan Template
Timeline: 3 days
🎭 Brand Guardian — Brand Identity System
Activate Brand Guardian for brand identity development on [PROJECT].

Input: Phase 0 UX Research (personas, journey maps)
Deliverables required:
1. Brand Foundation (purpose, vision, mission, values, personality)
2. Visual Identity System (colors, typography, spacing as CSS variables)
3. Brand Voice and Messaging Architecture
4. Logo system specifications (if new brand)
5. Brand usage guidelines

Format: Brand Identity System Document
Timeline: 3 days
💰 Finance Tracker — Budget and Resource Planning
Activate Finance Tracker for financial planning on [PROJECT].

Input: Studio Producer strategic plan + Phase 0 Tech Stack Assessment
Deliverables required:
1. Comprehensive project budget with category breakdown
2. Resource cost projections (agents, infrastructure, tools)
3. ROI model with break-even analysis
4. Cash flow timeline
5. Financial risk assessment with contingency reserves

Format: Financial Plan with ROI Projections
Timeline: 2 days
Step 2: Technical Architecture (Day 3-7, Parallel, after Step 1 outputs available)
🏛️ UX Architect — Technical Architecture + UX Foundation
Activate UX Architect for technical architecture on [PROJECT].

Input: Brand Guardian visual identity + Phase 0 UX Research
Deliverables required:
1. CSS Design System (variables, tokens, scales)
2. Layout Framework (Grid/Flexbox patterns, responsive breakpoints)
3. Component Architecture (naming conventions, hierarchy)
4. Information Architecture (page flow, content hierarchy)
5. Theme System (light/dark/system toggle)
6. Accessibility Foundation (WCAG 2.1 AA baseline)

Files to create:
- css/design-system.css
- css/layout.css
- css/components.css
- docs/ux-architecture.md

Format: Developer-Ready Foundation Package
Timeline: 4 days
🏗️ Backend Architect — System Architecture
Activate Backend Architect for system architecture on [PROJECT].

Input: Phase 0 Tech Stack Assessment + Compliance Requirements
Deliverables required:
1. System Architecture Specification
   - Architecture pattern (microservices/monolith/serverless/hybrid)
   - Communication pattern (REST/GraphQL/gRPC/event-driven)
   - Data pattern (CQRS/Event Sourcing/CRUD)
2. Database Schema Design with indexing strategy
3. API Design Specification with versioning
4. Authentication and Authorization Architecture
5. Security Architecture (defense in depth)
6. Scalability Plan (horizontal scaling strategy)

Format: System Architecture Specification
Timeline: 4 days
🤖 AI Engineer — ML Architecture (if applicable)
Activate AI Engineer for ML system architecture on [PROJECT].

Input: Backend Architect system architecture + Phase 0 Data Audit
Deliverables required:
1. ML System Design
   - Model selection and training strategy
   - Data pipeline architecture
   - Inference strategy (real-time/batch/edge)
2. AI Ethics and Safety Framework
3. Model monitoring and retraining plan
4. Integration points with main application
5. Cost projections for ML infrastructure

Condition: Only activate if project includes AI/ML features
Format: ML System Design Document
Timeline: 3 days
👔 Senior Project Manager — Spec-to-Task Conversion
Activate Senior Project Manager for task list creation on [PROJECT].

Input: ALL Phase 0 documents + Architecture specs (as available)
Deliverables required:
1. Comprehensive Task List
   - Quote EXACT requirements from spec (no luxury features)
   - Each task has clear acceptance criteria
   - Dependencies mapped between tasks
   - Effort estimates (story points or hours)
2. Work Breakdown Structure
3. Critical path identification
4. Risk register for implementation

Rules:
- Do NOT add features not in the specification
- Quote exact text from requirements
- Be realistic about effort estimates

Format: Task List with acceptance criteria
Timeline: 3 days
Step 3: Prioritization (Day 7-10, Sequential, after Step 2)
🎯 Sprint Prioritizer — Feature Prioritization
Activate Sprint Prioritizer for backlog prioritization on [PROJECT].

Input:
- Senior Project Manager → Task List
- Backend Architect → System Architecture
- UX Architect → UX Architecture
- Finance Tracker → Budget Framework
- Studio Producer → Strategic Plan

Deliverables required:
1. RICE-scored backlog (Reach, Impact, Confidence, Effort)
2. Sprint assignments with velocity-based estimation
3. Dependency map with critical path
4. MoSCoW classification (Must/Should/Could/Won't)
5. Release plan with milestone mapping

Validation: Studio Producer confirms strategic alignment
Format: Prioritized Sprint Plan
Timeline: 2 days

Quality Gate Checklist

# Criterion Evidence Source Status
1 Architecture covers 100% of spec requirements Senior PM task list cross-referenced with architecture ☐
2 Brand system complete (logo, colors, typography, voice) Brand Guardian deliverable ☐
3 All technical components have implementation path Backend Architect + UX Architect specs ☐
4 Budget approved and within constraints Finance Tracker plan ☐
5 Sprint plan is velocity-based and realistic Sprint Prioritizer backlog ☐
6 Security architecture defined Backend Architect security spec ☐
7 Compliance requirements integrated into architecture Legal requirements mapped to technical decisions ☐

Gate Decision

Dual sign-off required: Studio Producer (strategic) + Reality Checker (technical)

  • APPROVED: Proceed to Phase 2 with full Architecture Package
  • REVISE: Specific items need rework (return to relevant Step)
  • RESTRUCTURE: Fundamental architecture issues (restart Phase 1)

Handoff to Phase 2

## Phase 1 → Phase 2 Handoff Package

### Architecture Package:
1. Strategic Portfolio Plan (Studio Producer)
2. Brand Identity System (Brand Guardian)
3. Financial Plan (Finance Tracker)
4. CSS Design System + UX Architecture (UX Architect)
5. System Architecture Specification (Backend Architect)
6. ML System Design (AI Engineer — if applicable)
7. Comprehensive Task List (Senior Project Manager)
8. Prioritized Sprint Plan (Sprint Prioritizer)

### For DevOps Automator:
- Deployment architecture from Backend Architect
- Environment requirements from System Architecture
- Monitoring requirements from Infrastructure needs

### For Frontend Developer:
- CSS Design System from UX Architect
- Brand Identity from Brand Guardian
- Component architecture from UX Architect
- API specification from Backend Architect

### For Backend Architect (continuing):
- Database schema ready for deployment
- API scaffold ready for implementation
- Auth system architecture defined

Phase 1 is complete when Studio Producer and Reality Checker both sign off on the Architecture Package.

1# 🏗️ Phase 1 Playbook — Strategy & Architecture
2 
3> **Duration**: 5-10 days | **Agents**: 8 | **Gate Keepers**: Studio Producer + Reality Checker
4 
5---
6 
7## Objective
8 
9Define what we're building, how it's structured, and what success looks like — before writing a single line of code. Every architectural decision is documented. Every feature is prioritized. Every dollar is accounted for.
10 
11## Pre-Conditions
12 
13- [ ] Phase 0 Quality Gate passed (GO decision)
14- [ ] Phase 0 Handoff Package received
15- [ ] Stakeholder alignment on project scope
16 
17## Agent Activation Sequence
18 
19### Step 1: Strategic Framing (Day 1-3, Parallel)
20 
21#### 🎬 Studio Producer — Strategic Portfolio Alignment
22```
23Activate Studio Producer for strategic portfolio alignment on [PROJECT].
24 
25Input: Phase 0 Executive Summary + Market Analysis Report
26Deliverables required:
271. Strategic Portfolio Plan with project positioning
282. Vision, objectives, and ROI targets
293. Resource allocation strategy
304. Risk/reward assessment
315. Success criteria and milestone definitions
32 
33Align with: Organizational strategic objectives
34Format: Strategic Portfolio Plan Template
35Timeline: 3 days
36```
37 
38#### 🎭 Brand Guardian — Brand Identity System
39```
40Activate Brand Guardian for brand identity development on [PROJECT].
41 
42Input: Phase 0 UX Research (personas, journey maps)
43Deliverables required:
441. Brand Foundation (purpose, vision, mission, values, personality)
452. Visual Identity System (colors, typography, spacing as CSS variables)
463. Brand Voice and Messaging Architecture
474. Logo system specifications (if new brand)
485. Brand usage guidelines
49 
50Format: Brand Identity System Document
51Timeline: 3 days
52```
53 
54#### 💰 Finance Tracker — Budget and Resource Planning
55```
56Activate Finance Tracker for financial planning on [PROJECT].
57 
58Input: Studio Producer strategic plan + Phase 0 Tech Stack Assessment
59Deliverables required:
601. Comprehensive project budget with category breakdown
612. Resource cost projections (agents, infrastructure, tools)
623. ROI model with break-even analysis
634. Cash flow timeline
645. Financial risk assessment with contingency reserves
65 
66Format: Financial Plan with ROI Projections
67Timeline: 2 days
68```
69 
70### Step 2: Technical Architecture (Day 3-7, Parallel, after Step 1 outputs available)
71 
72#### 🏛️ UX Architect — Technical Architecture + UX Foundation
73```
74Activate UX Architect for technical architecture on [PROJECT].
75 
76Input: Brand Guardian visual identity + Phase 0 UX Research
77Deliverables required:
781. CSS Design System (variables, tokens, scales)
792. Layout Framework (Grid/Flexbox patterns, responsive breakpoints)
803. Component Architecture (naming conventions, hierarchy)
814. Information Architecture (page flow, content hierarchy)
825. Theme System (light/dark/system toggle)
836. Accessibility Foundation (WCAG 2.1 AA baseline)
84 
85Files to create:
86- css/design-system.css
87- css/layout.css
88- css/components.css
89- docs/ux-architecture.md
90 
91Format: Developer-Ready Foundation Package
92Timeline: 4 days
93```
94 
95#### 🏗️ Backend Architect — System Architecture
96```
97Activate Backend Architect for system architecture on [PROJECT].
98 
99Input: Phase 0 Tech Stack Assessment + Compliance Requirements
100Deliverables required:
1011. System Architecture Specification
102 - Architecture pattern (microservices/monolith/serverless/hybrid)
103 - Communication pattern (REST/GraphQL/gRPC/event-driven)
104 - Data pattern (CQRS/Event Sourcing/CRUD)
1052. Database Schema Design with indexing strategy
1063. API Design Specification with versioning
1074. Authentication and Authorization Architecture
1085. Security Architecture (defense in depth)
1096. Scalability Plan (horizontal scaling strategy)
110 
111Format: System Architecture Specification
112Timeline: 4 days
113```
114 
115#### 🤖 AI Engineer — ML Architecture (if applicable)
116```
117Activate AI Engineer for ML system architecture on [PROJECT].
118 
119Input: Backend Architect system architecture + Phase 0 Data Audit
120Deliverables required:
1211. ML System Design
122 - Model selection and training strategy
123 - Data pipeline architecture
124 - Inference strategy (real-time/batch/edge)
1252. AI Ethics and Safety Framework
1263. Model monitoring and retraining plan
1274. Integration points with main application
1285. Cost projections for ML infrastructure
129 
130Condition: Only activate if project includes AI/ML features
131Format: ML System Design Document
132Timeline: 3 days
133```
134 
135#### 👔 Senior Project Manager — Spec-to-Task Conversion
136```
137Activate Senior Project Manager for task list creation on [PROJECT].
138 
139Input: ALL Phase 0 documents + Architecture specs (as available)
140Deliverables required:
1411. Comprehensive Task List
142 - Quote EXACT requirements from spec (no luxury features)
143 - Each task has clear acceptance criteria
144 - Dependencies mapped between tasks
145 - Effort estimates (story points or hours)
1462. Work Breakdown Structure
1473. Critical path identification
1484. Risk register for implementation
149 
150Rules:
151- Do NOT add features not in the specification
152- Quote exact text from requirements
153- Be realistic about effort estimates
154 
155Format: Task List with acceptance criteria
156Timeline: 3 days
157```
158 
159### Step 3: Prioritization (Day 7-10, Sequential, after Step 2)
160 
161#### 🎯 Sprint Prioritizer — Feature Prioritization
162```
163Activate Sprint Prioritizer for backlog prioritization on [PROJECT].
164 
165Input:
166- Senior Project Manager → Task List
167- Backend Architect → System Architecture
168- UX Architect → UX Architecture
169- Finance Tracker → Budget Framework
170- Studio Producer → Strategic Plan
171 
172Deliverables required:
1731. RICE-scored backlog (Reach, Impact, Confidence, Effort)
1742. Sprint assignments with velocity-based estimation
1753. Dependency map with critical path
1764. MoSCoW classification (Must/Should/Could/Won't)
1775. Release plan with milestone mapping
178 
179Validation: Studio Producer confirms strategic alignment
180Format: Prioritized Sprint Plan
181Timeline: 2 days
182```
183 
184## Quality Gate Checklist
185 
186| # | Criterion | Evidence Source | Status |
187|---|-----------|----------------|--------|
188| 1 | Architecture covers 100% of spec requirements | Senior PM task list cross-referenced with architecture | ☐ |
189| 2 | Brand system complete (logo, colors, typography, voice) | Brand Guardian deliverable | ☐ |
190| 3 | All technical components have implementation path | Backend Architect + UX Architect specs | ☐ |
191| 4 | Budget approved and within constraints | Finance Tracker plan | ☐ |
192| 5 | Sprint plan is velocity-based and realistic | Sprint Prioritizer backlog | ☐ |
193| 6 | Security architecture defined | Backend Architect security spec | ☐ |
194| 7 | Compliance requirements integrated into architecture | Legal requirements mapped to technical decisions | ☐ |
195 
196## Gate Decision
197 
198**Dual sign-off required**: Studio Producer (strategic) + Reality Checker (technical)
199 
200- **APPROVED**: Proceed to Phase 2 with full Architecture Package
201- **REVISE**: Specific items need rework (return to relevant Step)
202- **RESTRUCTURE**: Fundamental architecture issues (restart Phase 1)
203 
204## Handoff to Phase 2
205 
206```markdown
207## Phase 1 → Phase 2 Handoff Package
208 
209### Architecture Package:
2101. Strategic Portfolio Plan (Studio Producer)
2112. Brand Identity System (Brand Guardian)
2123. Financial Plan (Finance Tracker)
2134. CSS Design System + UX Architecture (UX Architect)
2145. System Architecture Specification (Backend Architect)
2156. ML System Design (AI Engineer — if applicable)
2167. Comprehensive Task List (Senior Project Manager)
2178. Prioritized Sprint Plan (Sprint Prioritizer)
218 
219### For DevOps Automator:
220- Deployment architecture from Backend Architect
221- Environment requirements from System Architecture
222- Monitoring requirements from Infrastructure needs
223 
224### For Frontend Developer:
225- CSS Design System from UX Architect
226- Brand Identity from Brand Guardian
227- Component architecture from UX Architect
228- API specification from Backend Architect
229 
230### For Backend Architect (continuing):
231- Database schema ready for deployment
232- API scaffold ready for implementation
233- Auth system architecture defined
234```
235 
236---
237 
238*Phase 1 is complete when Studio Producer and Reality Checker both sign off on the Architecture Package.*
239 

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