--- name: vision-management description: Create, maintain, and evolve a product vision. Use when initializing a vision, updating goals, aligning work with vision, or connecting learnings to vision refinement. --- # Vision Management How to create, maintain, and evolve a product vision for continuous improvement. ## Vision Document Location The vision lives in two places: 1. **`vision.md`** at repo root - Source of truth, versionable 2. **Gitea issue** labeled `vision` - Integrates with issue workflow Keep these in sync. The file is authoritative; the issue mirrors it. ## Vision Document Structure ```markdown # Product Vision ## Purpose Why this product exists. The problem it solves. ## Goals 1. [Goal 1] - [Success metric] 2. [Goal 2] - [Success metric] 3. [Goal 3] - [Success metric] ## Current Focus What we're prioritizing now and why. ## Non-Goals What we're explicitly NOT doing. ## Progress - [Goal 1]: [Status/progress] - [Goal 2]: [Status/progress] ## Last Updated [Date] - [What changed] ``` ## Creating a Vision When no vision exists: 1. **Identify the purpose**: What problem does this product solve? Who benefits? 2. **Define 3-5 goals**: Concrete, measurable outcomes 3. **Set success metrics**: How will you know each goal is achieved? 4. **Choose current focus**: Which 1-2 goals are priorities right now? 5. **Document non-goals**: What are you explicitly NOT doing? ### Good Goals - Specific and measurable - Outcome-focused (not activity-focused) - Have clear success criteria | Bad | Good | |-----|------| | "Improve performance" | "Page load under 2 seconds" | | "Better UX" | "User can complete checkout in under 60 seconds" | | "More features" | "Support 3 export formats (CSV, JSON, PDF)" | ## Updating the Vision Update the vision when: - A goal is achieved (update progress, possibly add new goal) - Learnings from retros reveal new priorities - Strategic direction changes - A non-goal becomes a goal (or vice versa) ### Update Process 1. Read current vision 2. Identify what needs to change 3. Draft the update 4. Present changes for approval 5. Update `vision.md` 6. Sync to Gitea issue ## Aligning Issues with Vision When creating or reviewing issues: 1. **Check goal alignment**: Does this issue support a vision goal? 2. **Tag appropriately**: Reference the goal in the issue description 3. **Prioritize by vision**: Issues supporting current focus get priority 4. **Flag misalignment**: Issues that don't align with any goal need justification ### Alignment Check Template ```markdown ## Vision Alignment Supports: Goal 2 (Security) Priority: High (current focus area) ``` ### Identifying Gaps Compare vision goals to current backlog: - Which goals have no supporting issues? - Which goals have stalled (no recent progress)? - Are there issues that don't align with any goal? ## Connecting Retros to Vision After a retrospective: 1. **Review learnings**: Any that affect the vision? 2. **Goal changes**: Should any goals be added, removed, or modified? 3. **Non-goal additions**: Did we learn something we should explicitly avoid? 4. **Progress updates**: Did completed work advance any goals? ### Retro-to-Vision Questions - "Did this work reveal a new priority we should add as a goal?" - "Did we learn something that should become a non-goal?" - "Should our current focus shift based on what we learned?" - "Did this work make progress on any goals?" ## Vision Issue in Gitea Create/update a Gitea issue that mirrors the vision: ```bash # Create vision issue tea issues create --title "Product Vision" --description "$(cat vision.md)" --labels "vision" # Update existing vision issue tea issues edit --description "$(cat vision.md)" ``` Benefits of the vision issue: - Other issues can reference it (`Supports #N`) - Visible in backlog alongside work items - Provides discussion space for vision questions ## Continuous Improvement Loop ``` Vision → Issues → Work → Retro → Vision (updated) ``` 1. **Vision** defines what success looks like 2. **Issues** are created to achieve vision goals 3. **Work** implements the issues 4. **Retros** capture learnings from the work 5. **Vision updates** incorporate learnings (loop continues) The vision is a living document that evolves as you learn.