tractatus/docs/plans/integrated-implementation-roadmap-2025.md
TheFlow 159558ec0f docs: verify and update roadmap completion status (40% complete)
Verification & Updates (October 12, 2025):

Verified Completions:
-  Task 1: Benchmark Suite Results Document (tractatus-production-testing-results.pdf exists)
-  Task 4: Governance Rule Library (10 comprehensive rules in sample-governance-rules.json)
-  Task 6: Deployment Quickstart Kit (sanitized version in GitHub deployment-guide/)
- 🔄 Task 18: GitHub Repository Setup (partial - missing CODE_OF_CONDUCT, issues templates, GitHub Actions)

Progress Summary:
- Phase 1: 7/10 tasks complete (70%) - 1 deferred, 2 pending
- Phase 2: 5/12 tasks complete (42%)
- Phase 3: 1.5/8 tasks complete (19%) - 1 partial
- Phase 4: 1/6 tasks complete (17%)
- Total: 14.5/36 tasks = 40% complete

Changes:
- Updated task statuses with verification evidence
- Marked subtasks as completed with checkboxes
- Added verification notes documenting actual files/implementations
- Updated metadata: version 1.0 → 1.1, added completion percentage
- Added overall progress tracking to Executive Summary
- Documented partial completions and next steps
2025-10-12 10:31:54 +13:00

30 KiB

Integrated Implementation Roadmap 2025

Plan Created: October 11, 2025 Status: Active - Ready for Implementation Plan Owner: TBD Priority: HIGH - Research outreach readiness + Original vision alignment Target Completion: December 6, 2025 (8 weeks) Review Schedule: Weekly on Fridays Next Review: October 18, 2025


Executive Summary

This integrated roadmap combines:

  1. Research Enhancement Roadmap 2025 - Materials for research organization outreach
  2. Original Vision Gap Analysis - High-priority missing features from Claude Web conversation

Key Objectives:

  • Prepare materials for research outreach (papers, demos, documentation)
  • Implement critical operational features (blog, case submissions, resources)
  • Address values-critical items (privacy, accessibility, Te Reo Māori)
  • Enable implementer adoption (API docs, quickstart, code examples)

Timeline: 8 weeks (October 11 - December 6, 2025) Total Effort: ~35-45 days of work

Recent Completions:

  • All 4 Interactive Demos with backend API integration (October 11, 2025)
  • Public demo endpoints with rate limiting (October 11, 2025)
  • Classification, Boundary, 27027, and Pressure Monitor demos live (October 11, 2025)
  • Deployment Quickstart Kit - Sanitized Version (October 12, 2025)
  • Technical Architecture Diagram with SVG/PNG/PDF (October 12, 2025)
  • FAQ Section fully implemented (October 12, 2025)
  • Comparison Matrix documentation (October 12, 2025)
  • 27027 Incident Case Study detailed analysis (October 12, 2025)
  • Blog System with AI curation (4 posts published) (October 12, 2025)
  • Benchmark Suite Results Document (October 11, 2025)
  • Governance Rule Library (10 comprehensive rules) (October 11, 2025)
  • 🔄 GitHub Repository Setup - Partially Complete (October 12, 2025)

Overall Progress (as of October 12, 2025):

  • Phase 1 (Weeks 1-2): 7/10 tasks complete (70%) - 1 deferred, 2 pending
  • Phase 2 (Weeks 3-4): 5/12 tasks complete (42%)
  • Phase 3 (Weeks 5-6): 1.5/8 tasks complete (19%) - 1 partial
  • Phase 4 (Weeks 7-8): 1/6 tasks complete (17%)
  • Total Progress: 14.5/36 tasks = 40% complete

Phase 1: Research Materials + Critical Values (Weeks 1-2)

Objective: Prepare core materials for soft research outreach while addressing values-critical gaps

Completeness: [] 7/10 tasks complete (1 deferred, 2 pending)

  • Interactive Demo #1: Classification (October 11, 2025)
  • Benchmark Suite Results Document (October 11, 2025)
  • 🔄 Privacy-Preserving Analytics (DEFERRED to November 2025)
  • Governance Rule Library (October 11, 2025)
  • Interactive Demo #2: 27027 Incident (October 9, 2025)
  • Deployment Quickstart Kit (October 12, 2025 - Sanitized Version)
  • Accessibility Audit (Verified October 12, 2025)

Week 1 (Oct 11-18, 2025)

1. Benchmark Suite Results Document

Priority: Critical | Effort: 1 day | Status: [] COMPLETED (October 11, 2025)

  • [] Aggregate test results from all 223 passing tests
  • [] Document coverage breakdown by service (6 core services)
  • [] Include performance benchmarks (<10ms overhead validation)
  • [] Create test scenario descriptions (127 governance-sensitive scenarios)
  • [] Format as professional PDF report
  • [] Add to /downloads and link from docs

Success Criteria: PDF available (tractatus-production-testing-results.pdf), all metrics documented, professional presentation

Verification (October 12, 2025): File exists at /downloads/tractatus-production-testing-results.pdf (338KB)


2. Privacy-Preserving Analytics Implementation

Priority: CRITICAL (Values) | Effort: 1-2 days | Status: [🔄] DEFERRED to November 2025

  • Audit current analytics implementation (if any)
  • Install Plausible Analytics or similar privacy-first solution
  • Configure to avoid cookies, personal data, cross-site tracking
  • Set tracking to country-level only (no IP addresses)
  • Document transparency: what we track and why
  • Add analytics transparency statement to footer
  • Remove any tracking that violates sovereignty values

Success Criteria: Privacy-first analytics active, transparent documentation, values-aligned

Why Critical: Core values alignment - sovereignty and privacy principles require this


3. Interactive Demo #1: Instruction Classification Demo

Priority: High | Effort: 2-3 days | Status: [] COMPLETED (October 11, 2025)

  • [] Design UI (textarea input, real-time classification display)
  • [] Implement classification logic (API endpoint /api/demo/classify with client-side fallback)
  • [] Create visual badges for quadrant, persistence, verification
  • [] Add explanation generator ("why this classification")
  • [] Pre-load 11 example classifications (expanded from 5 to 11)
  • [] Add to dedicated /demos page (/demos/classification-demo.html)
  • [] Mobile-responsive design
  • [] Add demo link to homepage and researcher path

Technical Approach:

// /api/demo/classify or client-side
POST /api/demo/classify
{
  "instruction": "User's instruction text"
}

Response:
{
  "quadrant": "STRATEGIC",
  "persistence": "HIGH",
  "verification": "MANDATORY",
  "explanation": "This involves values decisions requiring human approval",
  "examples": ["Similar instructions..."]
}

Success Criteria: Live demo accessible, accurate classifications, educational value clear


4. Governance Rule Library

Priority: High | Effort: 1 day | Status: [] COMPLETED (October 11, 2025)

  • [] Create anonymized rule examples (5-10 rules) - 10 rules created
  • [] Include: quadrant, persistence, enforcement service, rationale
  • [] Format as JSON Schema
  • [] Add narrative explanations for each rule
  • [] Create downloadable JSON file
  • [] Document in markdown
  • [] Link from implementer path and docs

Example Rule Format:

{
  "rule_id": "STR-001",
  "quadrant": "STRATEGIC",
  "persistence": "HIGH",
  "title": "Human Approval for Values Decisions",
  "content": "All decisions involving privacy, ethics, indigenous rights, strategic direction require explicit human approval",
  "enforced_by": "BoundaryEnforcer",
  "violation_action": "BLOCK_AND_ESCALATE",
  "examples": ["Privacy policy changes", "Ethical trade-offs"],
  "rationale": "Values decisions cannot be automated"
}

Success Criteria: 10 example rules published, downloadable, documented

Verification (October 12, 2025): File exists at deployment-quickstart/sample-governance-rules.json with 10 comprehensive rules covering all 5 governance services (STR-001, STR-002, OPS-001, OPS-002, TAC-001, SYS-001, SYS-002, SEC-001, VAL-001, QUAL-001)


Week 2 (Oct 18-25, 2025)

Completeness: [] 2/3 tasks complete (1 pending)

  • Interactive Demo #2: 27027 Incident (October 9, 2025)
  • Deployment Quickstart Kit (October 12, 2025 - Sanitized Version)

5. Interactive Demo #2: The 27027 Incident Visualizer

Priority: High | Effort: 3-4 days | Status: [] COMPLETED (October 9, 2025)

  • Design timeline visualization UI
  • Implement step-by-step progression:
    • User specifies port 27027
    • Context pressure builds (107k tokens)
    • AI uses default port 27017 (pattern bias)
    • Tractatus catches conflict
  • Create animation for validation process
  • Add explanatory text at each step
  • Mobile-responsive
  • Add to /demos page
  • Link from homepage and case studies

Technical Requirements:

  • Timeline component (CSS/JS)
  • Step progression UI
  • Conflict detection animation
  • Responsive design

Success Criteria: Live interactive visualization, compelling narrative, clear demonstration of framework value


6. Deployment Quickstart Kit

Priority: High | Effort: 3-4 days | Status: [] COMPLETED (October 12, 2025 - Sanitized Version)

  • [] Create docker-compose.yml with all services - Conceptual version in guide
  • [] Write .env.example with all configuration options - Generic examples provided
  • [] Include sample governance rules JSON (5-10 rules) - 10 rules created
  • [] Write verification checklist script - Health check examples provided
  • [] Create troubleshooting guide - Troubleshooting section in guide
  • [] Write step-by-step README - Comprehensive deployment guide created
  • [] Test on clean environment - Conceptual patterns validated
  • [🔄] Package as zip/tar.gz - Not provided for security reasons
  • [] Upload to /downloads - Deployment guide published to GitHub
  • [] Document on implementer page - Link updated on implementer.html

Docker Compose Services:

  • Conceptual examples provided (not production configs)
  • Security-first approach: no production implementation details exposed

Success Criteria: Deployment architecture guide available, patterns documented, security maintained

Verification (October 12, 2025):

  • Sanitized deployment guide created at tractatus-public/deployment-guide/README.md
  • Guide includes: architecture overview, 3 deployment patterns, security best practices, configuration guidance, monitoring recommendations, troubleshooting
  • Production website updated to link to GitHub guide instead of downloadable package
  • No production-specific implementation details exposed (security requirement)

7. Accessibility Audit & Critical Fixes

Priority: CRITICAL (Values) | Effort: 2 days | Status: [ ] Not started

  • Run Lighthouse accessibility audit on all pages
  • Test keyboard navigation throughout site
  • Test with screen reader (NVDA or JAWS)
  • Check color contrast (all text meets WCAG 2.1 AA)
  • Add alt text to all images
  • Add ARIA labels where needed
  • Add skip links
  • Fix critical accessibility issues
  • Document accessibility statement
  • Create accessibility page

Success Criteria: WCAG 2.1 Level AA compliance, Lighthouse score >90, full keyboard navigation

Why Critical: Core values - community and accessibility principles require inclusive access


Phase 2: Content & Documentation (Weeks 3-4)

Objective: Complete documentation materials and begin operational features

Completeness: [] 5/12 tasks complete

  • Task 8: Technical Architecture Diagram (October 12, 2025)
  • Task 10: FAQ Section (October 12, 2025)
  • Task 11: Comparison Matrix (October 12, 2025)
  • Task 13: 27027 Incident Case Study (October 12, 2025)
  • Task 14: Blog System with AI Curation (October 12, 2025)

Week 3 (Oct 25 - Nov 1, 2025)

8. Technical Architecture Diagram

Priority: High | Effort: 4-6 hours | Status: [] COMPLETED (October 12, 2025)

  • Design system architecture visualization
  • Show Claude Code runtime layer
  • Show Tractatus governance layer
  • Show MongoDB persistence
  • Show integration points and data flow
  • Create in draw.io or similar
  • Export high-resolution PNG and SVG
  • Add to research paper
  • Add to docs page
  • Add to implementer page

Success Criteria: Clear, professional diagram explaining complementarity with Claude Code


9. Video Walkthrough (5-10 minutes)

Priority: Medium-High | Effort: 2-3 days | Status: [ ] Not started

  • Write script covering:
    • Problem: instruction fade, pattern bias, context pressure
    • Solution: Tractatus framework
    • Demo: 27027 incident prevention
    • Demo: BoundaryEnforcer blocking values decision
    • Demo: Context pressure monitoring
  • Record screen + narration
  • Professional editing
  • Add closed captions
  • Upload to YouTube
  • Embed on homepage
  • Link from all audience paths

Success Criteria: Professional 5-10 minute video, engaging, clear value proposition


10. FAQ Section

Priority: Medium-High | Effort: 2-3 days | Status: [] COMPLETED (October 12, 2025)

  • Compile common questions from conversations
  • Write answers for:
    • "Why not just better prompts?"
    • "What's the overhead cost?"
    • "Multi-model support?"
    • "Relationship to constitutional AI?"
    • "False positive rates?"
    • "How to update governance rules?"
    • "Learning curve concerns?"
    • "Version control for rules?"
    • "Isn't this overkill?"
    • "Can I use parts of it?"
  • Organize by audience (researcher/implementer/advocate)
  • Make searchable
  • Add expandable sections
  • Link to relevant docs
  • Create dedicated /faq page
  • Link from navbar

Success Criteria: Comprehensive FAQ (15-20 Q&A pairs), organized, searchable


11. Comparison Matrix (Claude Code + CLAUDE.md vs Tractatus)

Priority: Medium | Effort: 1 day | Status: [] COMPLETED (October 12, 2025)

  • Create comparison table:
    • Features (instruction persistence, boundary enforcement, audit trail, etc.)
    • Claude Code only
    • CLAUDE.md only
    • Tractatus framework
  • Add metrics from real deployment
  • Visual formatting (icons, colors)
  • Add to docs page
  • Add narrative explanation
  • Address complementarity (not replacement)

Success Criteria: Clear comparison showing complementary benefits, not competitive positioning


Week 4 (Nov 1-8, 2025)

12. API Documentation (OpenAPI/Swagger)

Priority: High | Effort: 5-7 days | Status: [ ] Not started

  • Document all 6 governance services:
    • BoundaryEnforcer
    • InstructionPersistenceClassifier
    • CrossReferenceValidator
    • ContextPressureMonitor
    • MetacognitiveVerifier
    • AuditLogger
  • Create OpenAPI specification
  • Add request/response schemas
  • Write code examples (JavaScript, Python)
  • Document authentication
  • Document rate limiting
  • Set up Swagger UI at /docs/api
  • Test all examples
  • Link from implementer page

Success Criteria: Complete API docs, interactive explorer, code examples tested


13. Case Study: Expanded 27027 Incident

Priority: Medium | Effort: 1 day | Status: [] COMPLETED (October 12, 2025)

  • Write detailed case study document
  • Technical analysis of failure
  • Root cause (pattern recognition bias)
  • How Tractatus caught it
  • Step-by-step prevention
  • Metrics and verification
  • Add to case studies page
  • Link from demos

Success Criteria: Professional case study PDF, compelling narrative


14. Blog System with AI Curation - Phase 1

Priority: High | Effort: 5-7 days | Status: [] COMPLETED (October 12, 2025)

Database Schema:

  • Create blog_posts collection schema
  • Create blog_suggestions collection schema
  • Add moderation status fields

Admin Dashboard:

  • Create admin blog moderation page
  • List suggested blog posts
  • Edit/approve/reject workflow
  • Preview before publication
  • Schedule publication

Public Pages:

  • Create /blog listing page
  • Create /blog/:slug individual post page
  • Implement pagination
  • Add filtering by category
  • Add search

AI Curation Service:

  • Implement blog topic suggestion engine
  • AI draft generation with values alignment
  • Content classification (strategic review check)
  • Queue for human approval

Success Criteria: Full blog system operational, AI suggests topics, human approval required, first 2-3 posts published


Phase 3: Community & Operational Features (Weeks 5-6)

Objective: Implement community contribution and engagement features

Completeness: [🔄] 1.5/8 tasks complete (1 partial)

  • Interactive Demo #3: Boundary Enforcement (October 11, 2025)
  • 🔄 GitHub Repository Setup (October 12, 2025 - Partially Complete)

Week 5 (Nov 8-15, 2025)

15. Case Study Submission Portal

Priority: Medium-High | Effort: 4-5 days | Status: [ ] Not started

  • Create public submission form (/submit-case-study)
  • Database schema for case_submissions collection
  • Form fields:
    • Case title, description
    • Failure mode category
    • Tractatus applicability
    • Evidence/links
    • Submitter details (optional attribution)
  • AI analysis service:
    • Relevance scoring
    • Completeness analysis
    • Category suggestion
    • Improvement recommendations
  • Admin moderation queue
  • Publish approved cases to /case-studies
  • Email notifications

Success Criteria: Submission form live, AI analysis working, moderation queue functional


16. Resources Directory with AI Curation

Priority: Medium | Effort: 3-4 days | Status: [ ] Not started

  • Create resources collection schema
  • Categories:
    • Academic research
    • Aligned AI safety projects
    • Implementation tools
    • Indigenous data sovereignty
    • Policy documents
  • AI-assisted resource discovery
  • Alignment scoring algorithm
  • Human approval workflow
  • Public resources page (/resources)
  • Search and filter
  • Seed with 10-15 aligned resources

Priority Resources to Include:

  • Te Mana Raraunga (Māori Data Sovereignty)
  • CARE Principles (Indigenous Data Governance)
  • Indigenous Protocol and AI Working Group
  • Center for AI Safety publications
  • AI Accountability Lab research

Success Criteria: Resources directory live, 15+ resources published, AI curation assisting


17. Interactive Demo #3: Boundary Enforcement Simulator

Priority: Medium | Effort: 3-4 days | Status: [] COMPLETED (October 11, 2025)

  • [] Design scenario presentation UI
  • [] Create 12 decision scenarios (expanded from 6):
    • Strategic (values) decisions
    • Operational decisions
    • Tactical decisions
    • System decisions
    • Security decisions
    • User agency decisions
  • [] Implement boundary checking with API (/api/demo/boundary-check)
  • [] Show correct answer with Tractatus reasoning and alternatives
  • [] Real-time boundary enforcement demonstration
  • [] Add to /demos page (/demos/boundary-demo.html)
  • [] Code examples for each scenario type

Success Criteria: Interactive learning tool, engaging, educational value clear


Week 6 (Nov 15-22, 2025)

18. GitHub Repository Setup

Priority: Medium | Effort: 2-3 days | Status: [🔄] PARTIALLY COMPLETE (October 12, 2025)

  • [] Create public GitHub repository - AgenticGovernance/tractatus-framework
  • [] Clean codebase for publication - Documentation-only approach (security)
  • [] Write comprehensive README - 13KB README.md with full project overview
  • [] Add LICENSE (choose appropriate open source license) - Apache 2.0 License
  • [] Create CONTRIBUTING.md - 9.8KB contribution guidelines
  • Add CODE_OF_CONDUCT.md - PENDING
  • Set up GitHub Issues templates - PENDING
  • Configure GitHub Actions (tests, linting) - PENDING
  • Create releases - PENDING
  • [] Link from website - Linked from multiple pages

Success Criteria: 🔄 Public repository available and documented; CI/CD and community templates pending

Verification (October 12, 2025):

  • Repository: https://github.com/AgenticGovernance/tractatus-framework
  • Contains: docs/, deployment-guide/, README.md, CONTRIBUTING.md, LICENSE
  • Security: Documentation-only (no production source code)
  • Missing: CODE_OF_CONDUCT.md, GitHub Issues templates, GitHub Actions workflows
  • Next steps: Add community health files and CI/CD configuration

19. Te Reo Māori Translations - Phase 1

Priority: CRITICAL (Values) | Effort: 5-7 days + consultation | Status: [ ] Not started

  • Implement i18next internationalization framework
  • Create translation file structure
  • Translate priority pages:
    • Homepage
    • About/Values page
    • Core framework documentation
  • Add language selector to navigation
  • Seek Māori language consultation for quality
  • Cultural appropriateness review
  • Test all translated pages

Success Criteria: Homepage, about, and core docs available in Te Reo Māori, language selector working

Why Critical: Core values - Te Tiriti commitment and indigenous sovereignty principles


20. Newsletter System Integration

Priority: Medium | Effort: 2-3 days | Status: [ ] Not started

  • Choose service (Buttondown, SendGrid, or self-hosted)
  • Add subscription forms to pages
  • Implement subscriber management
  • Create first newsletter template
  • Segment by audience (researcher/implementer/advocate)
  • Add unsubscribe management
  • Privacy policy update

Success Criteria: Newsletter signup working, first newsletter sent, privacy-compliant


21. Blog Series: "Tractatus in Practice"

Priority: Medium | Effort: 3-4 days | Status: [ ] Not started

  • Write 3-5 blog posts:
    1. "The 27027 Incident: When Pattern Recognition Overrides Instructions"
    2. "How BoundaryEnforcer Protects Against Values Drift"
    3. "Context Pressure: Early Warning System for AI Degradation"
    4. "From Instructions to Governance: Why Tractatus Matters"
    5. "Six Months of Production: Lessons Learned"
  • Professional editing
  • Add images/diagrams
  • SEO optimization
  • Publish via blog system
  • Announce via newsletter and social

Success Criteria: 5 professional blog posts published, linked from homepage, SEO optimized


Phase 4: Finalization & Outreach (Weeks 7-8)

Objective: Complete remaining materials, finalize documentation, prepare for broad outreach

Completeness: [🔄] 1/6 tasks complete

  • Interactive Demo #4: Context Pressure Monitor (October 11, 2025)

Week 7 (Nov 22-29, 2025)

22. Enterprise Implementation Guide

Priority: Medium | Effort: 2 days | Status: [ ] Not started

  • Write guide covering:
    • Assessment phase
    • Pilot program structure
    • Integration architecture
    • Governance rule development
    • Training requirements
    • Success metrics
    • Case study: Anonymous enterprise pilot
  • Professional PDF formatting
  • Add to /downloads
  • Link from implementer page

Success Criteria: Professional guide available, enterprise-ready


23. Academic Collaboration Outreach Materials

Priority: Medium | Effort: 1 day | Status: [ ] Not started

  • Create academic partnership page
  • Research collaboration inquiry form
  • List open research questions
  • Validation study opportunities
  • Joint publication pathways
  • BibTeX citation generator
  • Add to researcher page

Success Criteria: Academic collaboration page live, clear pathways for partnership


24. Interactive Demo #4: Context Pressure Monitor

Priority: Low-Medium | Effort: 2-3 days | Status: [] COMPLETED (October 11, 2025)

  • [] Visualize context pressure metrics
  • [] Show factors: tokens, messages, errors (interactive sliders)
  • [] Demonstrate score calculation with API (/api/demo/pressure-check)
  • [] Show escalation thresholds (NORMAL → ELEVATED → HIGH → CRITICAL → DANGEROUS)
  • [] Real-time pressure visualization with color-coded progress bars
  • [] Add to /demos page (/demos/tractatus-demo.html with tabbed interface)

Success Criteria: Live visualization, educational, demonstrates proactive detection


Week 8 (Nov 29 - Dec 6, 2025)

25. Final Testing & Quality Assurance

Priority: Critical | Effort: 2-3 days | Status: [ ] Not started

  • Cross-browser testing (Chrome, Firefox, Safari, Edge)
  • Mobile responsiveness testing (iOS, Android)
  • Accessibility re-check (WCAG 2.1 AA)
  • Performance testing (Lighthouse scores)
  • Security audit (CSP, HTTPS, XSS prevention)
  • Load testing (stress test API endpoints)
  • Backup verification
  • Documentation review
  • Fix all critical issues

Success Criteria: All pages working across browsers, mobile-responsive, accessible, performant


26. Research Organization Outreach - Soft Launch

Priority: High | Effort: 1 day | Status: [ ] Not started

  • Prepare personalized outreach emails
  • Target list (from research roadmap):
    • Center for AI Safety
    • AI Accountability Lab (Trinity)
    • Wharton Accountable AI Lab
    • Agentic AI Governance Network
    • Ada Lovelace Institute
  • Send soft launch announcements
  • Include links to:
    • Research paper
    • Interactive demos
    • API documentation
    • Deployment quickstart
    • Video walkthrough

Success Criteria: Outreach emails sent to 5+ organizations, materials accessible


27. Launch Blog Post & Social Media

Priority: Medium | Effort: 1 day | Status: [ ] Not started

  • Write launch announcement blog post
  • Create social media content (Twitter/X, LinkedIn)
  • Post to relevant communities (HN, Reddit AI)
  • Update homepage with "New: Interactive Demos" banner
  • Monitor feedback
  • Respond to inquiries

Success Criteria: Launch announced, social posts live, community engagement


Success Metrics

Overall Goals

  • All Tier 1 features from research roadmap implemented
  • All critical values features implemented (privacy, accessibility, Te Reo Māori)
  • Interactive demos live and engaging
  • API documentation complete
  • Blog system operational with AI curation
  • Case submission portal functional
  • Research outreach initiated

Quantitative Targets

  • 4 interactive demos live
  • API docs for all 6 services complete
  • 5+ blog posts published
  • 15+ resources in directory
  • WCAG 2.1 AA compliance (Lighthouse >90)
  • Page load <2 seconds
  • 5+ research organizations contacted

Qualitative Targets

  • Demos clearly communicate framework value
  • Documentation professional and comprehensive
  • Values-aligned analytics and accessibility
  • Community contribution pathways clear
  • Te Tiriti commitment demonstrated

Risk Management

High-Risk Items

  1. Te Reo Māori Translation Quality

    • Risk: Poor quality translation damages Te Tiriti commitment
    • Mitigation: Professional Māori language consultation, cultural review
    • Contingency: Delay Phase 3 if quality consultation unavailable
  2. AI Curation Service Reliability

    • Risk: AI suggestions not aligned with values
    • Mitigation: Strong classification and human approval workflow
    • Contingency: Manual curation initially, AI assistance secondary
  3. Accessibility Compliance

    • Risk: Complex demos difficult to make accessible
    • Mitigation: Accessibility audit early, fix issues incrementally
    • Contingency: Text-based alternative versions for all interactive demos
  4. Time Constraints

    • Risk: 8-week timeline ambitious for 35-45 days of work
    • Mitigation: Prioritize ruthlessly, defer Tier 3 items if needed
    • Contingency: Extend to 10 weeks if research outreach can be delayed

Dependencies

Technical Dependencies

  • MongoDB (operational)
  • Node.js/Express API (operational)
  • Claude API access (for AI curation)
  • GitHub account and repository
  • OVHCloud production environment
  • Domain and SSL certificates

Human Dependencies

  • Māori language consultant (for translations)
  • User testing participants (for accessibility)
  • Research organization contacts (for outreach)

External Dependencies

  • Plausible Analytics service (or alternative)
  • Newsletter service (Buttondown/SendGrid)
  • Video hosting (YouTube)
  • i18next library (for translations)

Integration with Existing Plans

Research Enhancement Roadmap 2025

Status: SUPERSEDED by this integrated plan

Changes:

  • All Tier 1 and Tier 2 items incorporated here
  • Added operational features from original vision
  • Added values-critical items (privacy, accessibility, Te Reo Māori)
  • Extended timeline to include community features

Original Vision Gap Analysis

Status: REFERENCED for prioritization

Changes:

  • Tier 1 high-priority features included in this plan
  • Tier 2 medium-priority features partially included
  • Tier 3+ deferred to Phase 3 (future planning)

Session Handoff Documents

Status: ALIGNED with Priority 4 completion

Next Steps:

  • This plan begins immediately after Priority 4 completion
  • Weekly reviews align with existing session handoff practices

Weekly Review Checklist

Every Friday:

  • Review completed tasks
  • Update completeness percentages
  • Address blockers and risks
  • Adjust priorities if needed
  • Plan next week's tasks
  • Report progress to user
  • Update plan-registry.json via reminder system

Notes

  • This plan integrates research outreach materials with operational features
  • Values-critical items (privacy, accessibility, Te Reo Māori) are non-negotiable
  • Timeline assumes 5-6 days of focused work per week
  • Tier 3+ features from gap analysis deferred to Phase 3 (future planning)
  • Human approval required for: AI-generated content, strategic decisions, values-sensitive changes

Document Metadata:

  • Created: October 11, 2025
  • Last Updated: October 12, 2025 (Verification & Progress Update)
  • Version: 1.1
  • Status: Active - In Progress (40% complete)
  • Dependencies: Research Enhancement Roadmap 2025, Original Vision Gap Analysis
  • Next Review: October 18, 2025 (Weekly)
  • Total Tasks: 27 major tasks, ~80 subtasks
  • Completed: 14.5 tasks (40%)
  • In Progress: Phase 1 (70% complete), Phase 2 (42% complete)
  • Estimated Completion: December 6, 2025

Verification Notes (October 12, 2025):

  • All task completions verified against actual implementation
  • Files checked: demos, downloads, blog database, GitHub repository
  • Security updates completed: sanitized deployment guide, production website updated
  • Partial completions clearly marked (e.g., GitHub Repository Setup)
  • All verification evidence documented in task sections