project-intelligence-management.md 5.9 KB

Project Intelligence Management

What: How to manage project intelligence files and folders. When: Use this guide when adding, updating, or removing intelligence files. Related: See project-intelligence.md for what and why.

Quick Reference

Action Do This
Update existing file Edit + bump frontmatter version
Add new file Create .md + add to navigation.md
Add subfolder Create folder + navigation.md + update parent nav
Remove file Rename .deprecated.md + archive, don't delete

Update Existing Files

When:

  • Business changes → Update business-domain.md
  • New decision → Add to decisions-log.md
  • New issues → Update living-notes.md
  • Feature launch → Update business-tech-bridge.md
  • Stack changes → Update technical-domain.md

Process:

  1. Edit the file
  2. Update frontmatter:

    <!-- Context: {category} | Priority: {level} | Version: {X.Y} | Updated: {YYYY-MM-DD} -->
    
  3. Keep under 200 lines

  4. Commit with message like: docs: Update business-domain.md with new market focus


Add New Files

When:

  • New domain area needs dedicated docs
  • Existing file exceeds 200 lines
  • Specialized context requires separation

Naming:

  • Kebab-case: user-research.md, api-docs.md
  • Descriptive: filename tells you what's inside

Template:

<!-- Context: project-intelligence/{filename} | Priority: {high|medium} | Version: 1.0 | Updated: {YYYY-MM-DD} -->

# File Title

> One-line purpose statement

## Quick Reference

- **Purpose**: [What this covers]
- **Update When**: [Triggers]
- **Related Files**: [Links]

## Content

[Follow patterns from existing files]

## Related Files

- [File 1] - [Description]

Process:

  1. Create file in project-intelligence/
  2. Add frontmatter with project-intelligence/{filename}
  3. Follow existing file patterns
  4. Keep under 200 lines
  5. Add to navigation.md

Create Subfolders

When:

  • 5+ related files need grouping
  • Subdomain warrants separation (e.g., api/, mobile/, integrations/)
  • Improves navigation clarity

Structure:

project-intelligence/
├── navigation.md           # Root nav
├── [new-subfolder]/        # Create this
│   ├── navigation.md       # Subfolder nav required
│   ├── file-1.md
│   └── file-2.md

Process:

  1. Create folder: mkdir project-intelligence/{name}/
  2. Create navigation.md inside:

    <!-- Context: project-intelligence/{name}/nav | Priority: medium | Version: 1.0 | Updated: {YYYY-MM-DD} -->
       
    # {Name} Navigation
       
    > Quick overview
       
    ## Files
       
    | File | Purpose |
    |------|---------|
    | `file-1.md` | [Desc] |
    
  3. Add content files

  4. Update root navigation.md with subfolder entry

Rule: Every subfolder MUST have navigation.md. Avoid nesting deeper than 2 levels (e.g., project-intelligence/domain/subdomain/) to prevent context fragmentation.


Remove/Deprecate Files

When:

  • Content moved elsewhere
  • File no longer relevant
  • Merged with another file

Process:

  1. Rename: filename.mdfilename.deprecated.md
  2. Add frontmatter:

    <!-- DEPRECATED: {YYYY-MM-DD} - {Reason} -->
    <!-- REPLACED BY: {new-file.md} -->
    
  3. Add banner at top:

    ⚠️ DEPRECATED: See new-file.md for current info

  4. Mark as deprecated in navigation.md

Never Delete:

  • Decision history (archive instead)
  • Lessons learned (move to living-notes.md)
  • Context that might be needed later

Version Tracking

Frontmatter:

<!-- Context: {category} | Priority: {level} | Version: {MAJOR.MINOR} | Updated: {YYYY-MM-DD} -->

Version Rules: | Change | Version | |--------|---------| | New file | 1.0 | | Content addition/update | MINOR | | Structure change | MAJOR | | Typo fix | PATCH |

Date: Always YYYY-MM-DD


Quality Standards

Line Limits:

  • Files: <200 lines
  • Sections: 3-7 per file

Required Elements:

  • Frontmatter with all fields
  • Quick Reference section
  • Related files section

Anti-Patterns: ❌ Mix concerns in one file ❌ Exceed 200 lines ❌ Delete files (archive instead) ❌ Skip frontmatter ❌ Duplicate information

✅ Keep focused and scannable ✅ Archive deprecated content ✅ Use frontmatter consistently ✅ Link to related files


Governance

Ownership: | Area | Owner | Responsibility | |------|-------|----------------| | Business domain | Product Owner | Keep current, accurate | | Technical domain | Tech Lead | Keep current, accurate | | Decisions log | Tech Lead | Document decisions | | Living notes | Team | Keep active items current |

Review Cadence: | Activity | Frequency | |----------|-----------| | Quick review | Per PR | | Full review | Quarterly | | Archive review | Semi-annually |


Checklist

Add New Intelligence File

  • Follow naming convention
  • Add complete frontmatter
  • Include Quick Reference
  • Keep under 200 lines
  • Add to navigation.md
  • Link from related files
  • Version: 1.0

Update Existing File

  • Make targeted changes
  • Update version/date in frontmatter
  • Verify <200 lines
  • Update navigation if needed
  • Update related files

Create Subfolder

  • Verify warranted (5+ files)
  • Create folder with kebab-case name
  • Create navigation.md inside
  • Add subfolder to parent navigation
  • Create content files

Deprecate File

  • Rename with .deprecated.md
  • Add deprecation frontmatter
  • Add deprecation banner
  • Mark deprecated in navigation
  • Document replacement

Related Files

  • Standard: project-intelligence.md
  • Project Intelligence: ../../project-intelligence/navigation.md
  • Context System: ../context-system.md