Agile process
Table of Contents
This doc is the overview of how the agile loop runs in practice — distinct from the generic lifecycle (which covers TODO state transitions across every stateful document type). Lifecycle is the state machine on each document; this is the rhythm around those documents: how ideas move from the product backlog into a sprint as stories, how those stories decompose into tasks, and how a sprint opens, runs, and closes. Each concept and phase has its own page; this one holds the loop together.
The loop
A single turn of the loop:
- Refine the product backlog — keep the next bucket honest as candidates change shape, and let new ideas land in deferred.
- Plan a new sprint — see Sprint planning: define the sprint mission first, choose mission-fitting captures from next, promote each into a story, and decompose into one-PR tasks.
- Execute — see Sprint execution: agents run
BACKLOGtasks through the lifecycle one PR at a time; the heartbeat rule keeps Status fresh; discovered work is triaged as it appears. - Close the sprint — see Sprint closure: resolve every story, write the achievements, generate release notes and cut a release if applicable, run the retrospective, close the sprint.
- Next sprint opens. New captures discovered during execution have already landed in the backlog and surface in the next refinement.
A version is the outer loop: a coherent group of sprints with a shared mission. It opens when its first sprint opens, and closes when the version's Definition of done is met.
Backlog refinement
Owned by System 3 (sprint coherence drives whether next is honest). Captures are filed by System 2 when discovered during execution. Identity-fit calls are referred to System 5; next↔deferred moves for the next version are driven by System 4.
Refinement is the cheap, ongoing work that keeps the next bucket usable. It is not a meeting — it is small touches whenever a capture is touched:
- New ideas land via
compass add capture. Pick the bucket using the rules in product backlog. - A capture's body may be tightened (description, tags) as a sprint approaches and it becomes a serious candidate.
- A capture moves
git mvbetween buckets when its horizon changes (e.g. a "deferred" idea becomes "next" because its blocking dependency landed; a "next" idea drops to "deferred" because the next version's focus shifted). - Captures that are no longer interesting are deleted, not archived. The product backlog is not an artefact museum.
A capture file carries no Status table — there is nothing to update during refinement except its body and bucket.
Sprint phases
A sprint moves through three phases; each phase has its own page and the boundaries are sharp:
- Sprint planning — mission first, then stories, then tasks. Ends when the sprint is ready: mission filled, at least one story BACKLOG-ready.
- Sprint execution — tasks through the lifecycle, one PR each; heartbeat rule; discovered-work triage.
- Sprint closure — resolve stories, achievements, release notes, retrospective; ends when the record is complete.
Closing a version
A version closes when its Definition of done is met. The version
file's Status moves STARTED → RELEASED, :CLOSED: is stamped, and
the Sprints table on the version page is the historical record.
The concept pages
| Page | Carries |
|---|---|
| Stories | What a story is; themes and epics; story sizing; ready/done; cross-sprint continuations. |
| Tasks | The one-PR rule and sizing limits; discovered tasks; ready/done. |
| Sprint planning | Opening a sprint step by step; the mission as filter; readiness. |
| Sprint execution | The execution loop; the heartbeat rule; discovered-work triage. |
| Sprint closure | The closure sequence; achievements; release notes; retrospective. |
See also
- Lifecycle — the generic TODO state machine on each document.
- Document types — per-type frontmatter and section contract.
- Product backlog — what the backlog is and how next/deferred buckets work.
- Sprint themes — the six themes and epic convention for sprint story tables.
- Sprint health charts — the four charts on every sprint page: what they measure and how to read them.
- Glossary — definitions of every term used here.
- How do I create a new doc? — the recipe used at every promotion step above.