tractatus/docs/plans/integrated-implementation-roadmap-2025.md

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

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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 Completion (October 11, 2025):

• ✅ All 4 Interactive Demos with backend API integration
• ✅ Public demo endpoints with rate limiting
• ✅ Classification, Boundary, 27027, and Pressure Monitor demos live

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

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

Completeness: [🔄] 5/10 tasks complete (1 deferred, 4 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)

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, all metrics documented, professional presentation

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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

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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

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4. Governance Rule Library

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

• Create anonymized rule examples (5-10 rules)
• 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

---

Week 2 (Oct 18-25, 2025)

Completeness: [✅] 1/3 tasks complete

• ✅ Interactive Demo #2: 27027 Incident (October 9, 2025)

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

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6. Deployment Quickstart Kit

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

• Create docker-compose.yml with all services
• Write .env.example with all configuration options
• Include sample governance rules JSON (5-10 rules)
• Write verification checklist script
• Create troubleshooting guide
• Write step-by-step README
• Test on clean environment
• Package as zip/tar.gz
• Upload to /downloads
• Document on implementer page

Docker Compose Services:

• MongoDB (port 27017)
• Node.js API (port 9000)
• 6 governance services
• Test scripts

Success Criteria: "Deploy Tractatus in 30 minutes" achievable, tested on clean system

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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

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

Objective: Complete documentation materials and begin operational features

Completeness: [✅] 1/12 tasks complete

• ✅ 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: [ ] Not started

• 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

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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

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10. FAQ Section

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

• 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

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

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

• 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

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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

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13. Case Study: Expanded 27027 Incident

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

• 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

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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

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

Objective: Implement community contribution and engagement features

Completeness: [🔄] 1/8 tasks complete

• ✅ Interactive Demo #3: Boundary Enforcement (October 11, 2025)

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

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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

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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

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Week 6 (Nov 15-22, 2025)

18. GitHub Repository Setup

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

• Create public GitHub repository
• Clean codebase for publication
• Write comprehensive README
• Add LICENSE (choose appropriate open source license)
• Create CONTRIBUTING.md
• Add CODE_OF_CONDUCT.md
• Set up GitHub Issues templates
• Configure GitHub Actions (tests, linting)
• Create releases
• Link from website

Success Criteria: Public repository available, clean, documented, CI/CD configured

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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)

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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

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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

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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

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Document Metadata:

• Created: October 11, 2025
• Version: 1.0
• Status: Active - Ready for Implementation
• Dependencies: Research Enhancement Roadmap 2025, Original Vision Gap Analysis
• Next Review: October 18, 2025 (Weekly)
• Total Tasks: 27 major tasks, ~80 subtasks
• Estimated Completion: December 6, 2025