See also: Architecture Blueprint | Roadmap

Period: March–May 2026
Hours: Tom 208h (80h March + 64h April + 64h May) + Tim 64h (32h April + 32h May)
Milestones: M1 (Done Feb 28) → M2 Demo Ready (May 31)
Weeks: W10–W22
Source of truth: build-plan-phase-1.md — HTML is generated from this.
Last updated: 2026-04-14

Timeline Overview

Full Year Overview — March–December 2026

Phase 1: Build
Phase 2: Pilot
Phase 3: Tier 2
Phase 4: Tier 3
Milestone
Now (W16)
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Phase 1: Build
208h Tom + 64h Tim
Phase 2: Pilot
128h
Phase 3: Tier 2
128h
Phase 4: Tier 3
192h
Milestones
M1 ✓
M2
M3
M4
M5
M6
NOW — W16

Milestones: M1: Pipeline Complete (Feb 28) ✓  |  M2: Demo Ready (May 31)  |  M3: First Pilots (Jun 30)  |  M4: Validation (Jul 31)  |  M5: First Revenue (Sep 30)  |  M6: Tier 2 Complete (Nov 30)


Phase 1 Detail — W10–W22 (March–May 2026)

Complete
In Progress
Not Started
Conditional
Now (W16)
March
April
May
W10
W11
W12
W13
W14
W15
W16
W17
W18
W19
W20
W21
W22
Tom’s Tracks
Pipeline Unblock + DQ
Complete
Collector Expansion
Complete
Intelligence Layer
Complete
V5 Reports
Complete
V6 SOP Iteration
In Progress
/report Skill
Not Started
Social Signal Research
In Progress
Demo + Pilot Prep
Not Started
Legal Docs
Not Started
Tim’s Tracks (Augmentra)
Multi-tenancy DDL
In Progress
Scoped Queries + Val. UI
Not Started
Auth + Dry Run
Not Started
WS1 Gate (milestone)
Report Infra (WS2)
Conditional on WS1
NOW — W16

Status as at W16 (Apr 14, 2026): 4 of 9 Tom tracks complete. Tim starting WS1 this week. On track for M2 (Demo Ready) by May 31.


Phase 1 Overview

Phase 1 is the build phase. The intelligence layer IS the product — trend detection is table stakes. Every trend getting a ‘So What’ (sector context), a lite ‘Now What’ (basic vertical-level activation suggestions), and generated narrative is what makes Rumblings worth paying for. If the LLM outputs are generic or wrong, nothing else matters. March and April are dominated by making this layer genuinely good.

The revised sequencing: No pilots until June (free). No paid revenue until Q3/Q4. March is case studies + intelligence layer + data quality. Multi-tenancy pulled forward to W16 (Tim Goerner / Augmentra, 2 days/week) — freeing Tom’s May for /report skill + intelligence quality. Build the product that impresses while Tim builds the infrastructure in parallel.

Hour Budget

MonthPeriodTom HoursTim HoursTheme
MarchW10–W1380hCase Studies + Intelligence Layer
AprilW14–W1764h32h (W16+)V6 SOPs + Notifications + Tim: Multi-Tenancy
MayW18–W2264h32h/report Skill + Tim: Auth + Portal + Pilot Prep

Monthly Hour Breakdown

March (80h)

StreamHours
Pipeline unblock + reprocess14h
Data quality (GT fix, dedup, entity)17h
Collector expansion (7 work items)16h
Intelligence layer build22h
Case study writing + tracking18.5h
Dashboard polish + demo prep8.5h

April — Tom (64h) + Tim (32h from W16)

StreamTomTimOwner
V6 SOP iteration + prompt wiring14hTom
Notification system (Slack + email)14hTom
Edge cases + narrative quality8hTom
Legal docs review4hTom
Quality reviews with Jen/AJ4hTom
Tim onboarding + PR reviews + sprint specs8hTom
Spam/bot filter + buffer12hTom
Multi-tenancy data model + DDL14hTim
Client-scoped query layer8hTim
Validation feedback UI (backend start)4hTim
Local dev setup + codebase walkthrough4hTim
React portal tooling proposal2hTim

May — Tom (64h) + Tim (32h)

StreamTomTimOwner
/report skill (design + build + iterate)22hTom
Intelligence quality + calendar events8hTom
Quality reviews with founders6hTom
Notification polish3hTom
Demo prep + dry run8hTom
Tim management (PRs, specs, syncs)8hTom
Buffer9hTom
Auth research + recommend + implement10hTim
Validation feedback UI (frontend)6hTim
Client onboarding automation4hTim
React client portal (scoped views)8hTim
End-to-end dry run + WS1 close4hTim

Work Streams (Updated 2026-04-10 — with Tim Goerner / Augmentra)

StreamCategoryTom HoursTim HoursWeeks
Intelligence LayerIntel~55hW10–W16
V6 SOP IterationIntel~14hW14–W16
/report SkillIntel~22hW18–W22
Data QualityData~20hW10–W12
Collector ExpansionData~16hW11–W13
Case StudiesClient~30hW10–W13
Product PolishFoundation~20hW12–W13
Notification SystemDelivery~17hW15–W17
Legal/ContractsOps~4hW17
Multi-TenancyFoundation~22hW16–W18 (Tim)
Auth SystemFoundation~10hW18–W19 (Tim)
Validation Feedback UIFoundation~10hW17–W18 (Tim)
React Client PortalFoundation~8hW19 (Tim)
Client OnboardingOps~4hW18 (Tim)
Pilot Prep + Dry RunOps~8h~4hW22
Tim ManagementOps~16hW16–W22

March (80h) — Case Studies + Intelligence Layer

March is the make-or-break month. Tom is pushing to 20h/week because this work directly determines whether the June pilot demo lands. Four parallel streams, all critical.


W10 (Mar 2–8): “Foundation Sprint” — 20h

Capacity: Tom 20h | AJ 4h | Jen 4h | Lori 8h

Day 1 — VPS: Pipeline Unblock

TaskHoursPRDCategoryStatus
Diagnose write failures (11,587 trends not persisting)3h#2301Data Already resolved (pre-W8 stale number)
Fix write failures + validate (100-signal batch)3h#2301Data Pipeline healthy, 670 trends persisted
Commit VPS uncommitted changes1hOps Dockerfile.trends committed

Day 2 — VPS: Data Quality + Audit

TaskHoursPRDCategoryStatus
Full pipeline reprocessing — confirm V2 scoring2h#2301Data 368 vectors evaluated, 670 persisted
Fix Google Trends enrichment relapse4h#2302Data urllib3 pin + n8n disabled fix, all 23 WFs
Intelligence layer architecture audit3h#2001Intel Architecture doc written, ~50% already built

Day 3 — Case Studies + Intelligence

TaskHoursPRDCategoryStatus
Select 3–5 case study candidates from archaeology data2h#2101Client Done Day 1 — 5 candidates selected
Run NarrativeGenerator against fresh trends, review 5–10 briefs2hIntel Done Day 1 — 450 briefs, 0 failures
Build ‘So What’ generation (sector context)4h#2002Intel Done Day 1 — pulled forward from W11

Parallel Tracks (Non-Tom)

AJ (0.5 days):

Jen (0.5 days):

Lori (1 day):

W10 Success Criteria


W11 (Mar 10–14): “Collector Expansion + Dedup + Case Studies” — 20h

New scope (added 2026-03-03): Intelligence layer tasks pulled forward to W10, freeing W11 for collector expansion work. See collector-expansion-plan for full details and risk assessment.

Day 1 — Collector Expansion: HN + Trade Press + Pinterest

TaskHoursPRDCategoryStatus
So What generation (#2002)#2002Intel DONE in W10 (pulled forward)
Build lite ‘Now What’ suggestions#2003Intel DONE in W10 (pulled forward)
Build report narrative generation#2004Intel DONE in W10 (pulled forward)
HN Algolia Seed Term Collector (with Firebase fallback)4h#2401Data Deployed W10 (pulled forward)
Trade Press sheet migration to main seed terms0.5h#2404Data Done W10 (RSS consolidation)
Pinterest Trends interest expansion (home_decor, design +3)0.5h#2402Data Deployed W10 (pulled forward)

Day 2 — Data Quality: Dedup + GDELT Fix

TaskHoursPRDCategoryStatus
Fuzzy dedup implementation6h#1602, #2410–2413Data Complete — design, build, integrate, verify. 20% term reduction. Deployed.
GDELT tone data fix (artgallery mode)2h#2405–2408Data Root cause: artlist API. Lexicon 200→753 words, EI denominator fixed. Deployed commit 5b2931b.

Day 3 — Case Study Writing + Tumblr

TaskHoursPRDCategoryStatus
Start retrospective case study writing4h#2102, #2419Client CUT — client case studies (AG1/Bumble/LL) are the priority
Tumblr trending tags (add passive disc)1.5h#2409Data Discovery terms deployed, 8 probes, 6,119 signals (verified Mar 16)

W11 Success Criteria


W12 (Mar 17–21): “V3 Case Studies + Entity Resolution + Collector Compliance” — 20h

Updated 2026-03-13: Restructured around V3 case study reports as #1 priority. All 3 founders reviewed V1/V2 and provided feedback — consolidated into 10 themes, 7 must-haves (see 06-Research/trend-report-feedback/v3-analysis/). V3 is a presentation + curation exercise, not a pipeline rebuild. Deep prompt iteration stays in W14. DataForSEO dropped — will attempt GT rate-limiting fix instead.

Updated 2026-03-22 (replan): W12 was consumed by infrastructure work — Steve Review (codebase audit, shared DB factory, API auth, god-file split), SessionStart hook fix, Todoist migration, CLAUDE.md surgery + quality gate hooks. All valuable but off critical path. 5 planned items carried to W13.

Day 1 — V3 Template + Entity Resolution

TaskHoursPRDCategoryStatus
V3 report template — taxonomy, actionability tiers, source transparency, plain-language blocks3h#2421–2422Client [CARRIED W12→W13] Driven by founder feedback analysis
Entity resolution: integrate into signal aggregator3h#1706, #2416–2418Data Integrated during W11 build
Wikipedia Seed Term Collector (pageview lookups)4h#2403Data Deployed W10 (pulled forward)
Dashboard client-readiness audit2h#2201Foundation Audit complete W11 (Workstream C)
Set up live tracking case studies4h#2103, #2451Client Case study tracker built W11 (Workstream C)

Day 2 — Collector Compliance + Pinterest Cleanup

TaskHoursPRDCategoryStatus
Collector ToS compliance review (all sources) w/ Grace3hOps [CARRIED W12→W13] Grace (intern) joining for this
Pinterest compliance VPS cleanup [CARRIED W11-A]2h#2906Data DONE Mar 16 — 17,473 records cleaned, 0 raw fields, both WFs disabled

Day 3–4 — V3 Report Generation + Manual Curation

TaskHoursPRDCategoryStatus
V3 report generation + manual curation — regenerate 3 reports with dedup + entity res data, curate actionability tags, top signals, rewritten briefs, expanded gap analysis5h#2421–2422Client [CARRIED W12→W13] Depends on template + entity res
Google Trends: rate-limiting fix attempt2h#1913Data [CARRIED W12→W13] DataForSEO dropped — try rate limiting

W12 Unplanned Work (actually completed)

TaskHoursCategoryStatus
Steve Review — full codebase architectural audit4hDevOps Shared DB factory, API auth, god-file split
SessionStart hook — fix date/time bug (PowerShell-first)1hDevOps Hook fires on session start, correct timezone
Todoist sections — migrate weekly-priorities.md to Todoist1.5hOps 5 sections created, 14 tasks migrated
CLAUDE.md surgery + quality gate hooks3hDevOps 78-89% CLAUDE.md trim, 4 hooks created

W12 Success Criteria


W13 (Mar 24–28): “W12 Critical Path Catchup” — 16.5h

Updated 2026-03-22 (replan): Restructured to absorb W12 spillover. Original W13 items (dashboard polish, demo prep, case study presentations, cultural briefs) deferred to W14 — they depend on V3 reports existing anyway.

Updated 2026-03-26 (replan): Day 1 (Tue) cleared all planned tasks plus major unplanned pipeline surgery (n8n upgrade 2.2.4→2.13.3, Code→noOp migration, API key fix, ghost trend archival, dedup run, V5 reports shipped). Day 2 (Thu) repurposed for pipeline verification, data quality cleanup, and W13 close-out. YouTube collector also deployed (10th source).

Day 1 (Tue) — Quick Wins + V3 Template + Entity Resolution

TaskHoursPRDCategoryStatus
Set PIPELINE_API_KEY on VPS + restart pipeline-api0.25hDevOps Done Mar 24 — Bearer token auth active on 9 endpoints
Fix laptop GitHub auth (HTTPS expired)0.25hDevOps Done Mar 24 — SSH key configured for github.com
V3 report template — taxonomy, actionability tiers, source transparency, plain-language blocks3h#2421–2422Client Done Mar 24 — V3→V4→V5 template evolution complete
Entity resolution: integrate into signal aggregator3h#1706, #2416–2418Data Done Mar 24 — confirmed working (commit ca61688)

Day 2 (Thu) — V3 Reports + Google Trends

TaskHoursPRDCategoryStatus
V3→V5 report generation — 5 iterations shipped, sent to AJ/Jen/Lori for feedback by Mar 275h#2421–2422Client Done Mar 24 — V5 reports published to web.rumblings.io
Google Trends: rate-limiting fix attempt0.5h#1913Data Investigation in progress — documenting findings Mar 26

Day 3 (Fri flex) — ToS Review

TaskHoursPRDCategoryStatus
Collector ToS compliance review (all sources) w/ Grace3hOps Done W12 — triggered Pinterest ephemeral cleanup (17,473 records)

W13 Unplanned Work (actually completed)

TaskHoursCategoryStatus
n8n upgrade 2.2.4→2.13.3 + Code→noOp migration + API key fix3hDevOps Done Mar 25 — all 3 pipeline workflows fixed (Preparer/Evaluator/Persister)
Ghost trend archival (73K zero-evidence trends)0.25hData Done Mar 24 — status='archived' for signal_count=0 trends
Trend dedup run (merge_fragmented_trends.py)1hData Done Mar 24 — merge plan generated, execution pending review
Pipeline DQ fixes (contribution floor, entity extraction gate)2hData Done Mar 24 — 176K→77K evidence rows, ~30K signals/week unblocked
V5 pipeline quality reports (AG1, Bumble, Lounge Lovers)3hClient Done Mar 24 — shipped to founders, feedback due Mar 27
YouTube collector deployed (10th source — trending + search)2hData Done Mar 25 — quota-aware, zero-engagement filter, 50+ signals/day target
Daily LLM QA system (3-pass, Gemini Flash, cron 6am AEST)1.5hIntel Done Mar 24 — automated quality checks across all 3 verticals

W13 Success Criteria

March Deliverables


April (64h) — Intelligence Deep + Demo Ready

April is about quality. The intelligence layer exists from March — now it needs to be GOOD. Jen and AJ start reviewing outputs and providing feedback. The notification system gets built so pilots can receive intelligence via both Slack Connect and email from day one.


W14 (Mar 31–Apr 4): “V6 Report Quality — V5 Feedback Response” — 16h

Updated 2026-03-31 (replan): Rewritten after V5 founder feedback received (all 3 founders reviewed, synthesis in 06-Research/trend-report-feedback/v5/00-synthesis.md). V5 not client-ready — 8 must-fix blockers identified. V6 SOP system launched (Google Docs). Product vision interview added (Apollo Group reframes as business strategy tool). Dashboard polish, demo prep, case study materials, cultural briefs deferred to W15-W16 — intelligence quality is the bottleneck, not presentation.

V5 feedback synthesis: Scoring works, signal quality clean, data cleanup visible. Blockers: “Emerging” framing wrong, no plain-language descriptions, observation tone not authority, no prioritisation, bot spam in engagement, established-vs-emerging conflated, no fact-checking stage, factual errors.

Day 1 (Tue) — Vision + V6 SOP Iteration (Must-Fix Blockers 1-4)

TaskHoursPRDCategoryStatus
Product vision interview with Aria — Apollo Group reframes product1.5hOps
V6 SOP: Replace “Emerging” framing with honest language2h#2501Intel
V6 SOP: Add plain-language descriptions + “So What” per trend2h#2502–2503Intel
Fix LL client context (mid-market) + Bumble celibacy error0.5hIntel Done — YAML + V5 HTML updated
W13 tail: review dedup merge SQL + git commit pending fixes1hData Done — 387 merges applied, fixes already committed

Day 2 (Thu) — V6 SOP Iteration (Must-Fix 5-8) + Pipeline Work

TaskHoursPRDCategoryStatus
V6 SOP: Authoritative tone + scoring glossary1.5h#2504–2507Intel
V6 SOP: Established-vs-emerging classification logic1.5h#2506Intel
Build spam/bot filter for engagement signals2hData
Design trend archaeologist fact-checking stage2hIntel
Implement 15 new AG1 seed terms (Jen’s additions)0.5hData Done — 27 rows in Google Sheet, collectors live
Update PRD/TRD/feature gap matrices with V5 feedback1hOps Done — PRD, TRD, gap analysis all updated

W14 Deferred Items (moved to W15-W16)

TaskOriginalNew TargetReason
Dashboard visual polishW14 Day 1W15Intelligence quality is the bottleneck
Demo flow preparationW14 Day 2W16Reports must be good before demo prep
Case study presentation materialsW14 Day 3W16Depends on V6 report quality landing
Write cultural brief examples (2 more)W14 Day 3W15Can parallel with notification design

W14 Success Criteria


W15 (Apr 7–11): “V6 SOPs + Notification Design + Tim Prep” — Tom 16h

Updated 2026-04-10 (replan): Rewritten to reflect actual W15 priorities. V6 SOP iteration is the real bottleneck (V5 feedback: 8 must-fix blockers). Tim Goerner (Augmentra, $270/day, 2 days/week) starting W16. This week: prep his sprint spec, DB snapshot, and GitHub access.

Tom Day 1 (Tue) — V6 SOPs + Lori Session Prep

TaskHoursPRDCategoryStatus
Set up thinking partner skill for Lori’s Claude Code0.5hOps
V6 SOP iteration — must-fix blockers 1-44h#2501–2503Intel
Wire V6 prompts to new SOP architecture (start)2hIntel
Prepare Tim onboarding: sanitised DB snapshot1.5hOps

Tom Day 2 (Thu) — V6 SOPs + Tim Sprint Spec

TaskHoursPRDCategoryStatus
V6 SOP iteration — must-fix blockers 5-84h#2504–2507Intel
Write Tim sprint 1 spec: API contract + multi-tenancy DDL2hOps
Provision GitHub repo access (contributor) + share context docs0.5hOps
Design notification abstraction layer1.5h#2511–2513Delivery

W15 Success Criteria


W16 (Apr 14–18): “Tim Starts + Intelligence Quality” — Tom 14h + Tim 14h

Tim Goerner (Augmentra) starts this week. Tim works on multi-tenancy foundation while Tom focuses on V6 prompt wiring and intelligence quality. Slack Connect (#2541–2543) deferred to Phase 2 — email delivery via /report skill is sufficient for 2-3 free pilots.

Tom Day 1 (Tue) — Tim Prep + Intelligence Quality

TaskHoursPRDCategoryStatus
Tim onboarding prep (DB snapshot, spec, docs)4hOps
Resolve Jen’s Vertical Lens SOP decisions1hIntel
Fix quality gate hooks (6 scenarios)1.5hDevOps
Wire V6 prompts continued2hIntel

Tom Day 2 (Thu) — V6 Prompts + Quality Review

TaskHoursPRDCategoryStatus
Wire V6 prompts to SOP architecture4hIntel
Quality review round 1 with Jen/AJ2h#2551Intel
Tim first PR review1.5hOps
Build spam/bot filter for Bumble engagement1hData

Tom Evening — PRD Refactor + Social Research Planning

TaskHoursPRDCategoryStatus
Thinking partner session — 5 decisions for MECE refactor2hOps
MECE refactor: 62 Tom items → 23 (archive 24, collapse 31)1.5hOps
Update all planning layers (phase-1, impl plan, timeline)2hOps
Social scraping research brief written0.5h#2935Research

Tim Day 1 — Setup + Data Model Design

TaskHoursPRDCategoryStatus
Local dev setup against DB snapshot2hOnboarding
Codebase familiarisation (api/, infra/sql/, etc)2hOnboarding
Multi-tenancy data model design (ERD + DDL)3h#3001Foundation

Tim Day 2 — Client Tables DDL

TaskHoursPRDCategoryStatus
First PR: clients, client_verticals, client_terms, client_preferences DDL scripts5h#3001Foundation
React portal tooling proposal (research + recommend framework)2hFoundation

W16 Success Criteria


W17 (Apr 21–25): “V6 Wiring + Scoped Queries + Research Plan” — Tom 14h + Tim 14h

Restructured 2026-04-14 (MECE refactor): Email delivery removed (premature for pilots — manual delivery sufficient). Tom focuses on V6 prompt wiring (#2932), intelligence edge cases (#2922), and social research plan review (#2935). Tim continues multi-tenancy foundation.

Tom Day 1 (Tue) — V6 Prompt Wiring + Edge Cases

TaskHoursPRDCategoryStatus
V6 prompt wiring — wire SOPs into narrative_generator.py4h#2932Intel
Intelligence edge cases — insufficient data + low confidence2h#2922Intel
Social research plan — review co-founder feedback, refine scope1h#2935Research

Tom Day 2 (Thu) — V6 Continued + PR Reviews

TaskHoursPRDCategoryStatus
V6 prompt wiring continued3h#2932Intel
GT enrichment expansion to all sources2h#2924Data
Tim PR reviews (~2 PRs)2hOps

Tom Evenings — Social Research Execution Start

TaskHoursPRDCategoryStatus
Social scraping research — begin execution (if approved)2-3h#2936Research

Tim Day 1 — Client-Scoped Query Layer

TaskHoursPRDCategoryStatus
Client-scoped query layer (all intelligence queries filter by client_id)7h#3002Foundation

Tim Day 2 — Scoped Queries + Validation UI Backend

TaskHoursPRDCategoryStatus
Client-scoped queries: negative test cases (data isolation)2h#3003Foundation
Validation feedback UI — backend (FastAPI routes)4h#3004Foundation
Client onboarding script — first pass1h#3005Ops

W17 Success Criteria

April Deliverables


May (64h Tom + 32h Tim) — /report Skill + Tim WS1 Completion + Pilot Prep

May splits into two parallel tracks. Tom builds the /report skill (the core client deliverable), polishes intelligence quality, and continues social research in evenings. Tim completes WS1 (auth, validation UI, onboarding, dry run). WS2 scope decided at trial gate (end W19). Email delivery deferred — manual for pilots, Tim’s WS2 (#3013) if needed later.


W18 (Apr 28–May 2): “Calendar Events + /report Design + Validation UI” — Tom 14h + Tim 14h

Tom Day 1 (Tue) — Calendar Events + Client Folders

TaskHoursPRDCategoryStatus
Calendar events DB table + initial data load4h#2910Intel
Client folder setup — 3 pilot client profiles3h#2911Client

Tom Day 2 (Thu) — /report Design + PR Reviews

TaskHoursPRDCategoryStatus
/report skill — design session (architecture)4h#2914Intel
SOP review (credibility + theme SOPs)1h#2913Intel
Tim PR reviews2hOps

Tom Evenings — Social Research Continues

TaskHoursPRDCategoryStatus
Social scraping research execution2-3h#2936Research

Tim Day 1 — Validation UI Frontend

TaskHoursPRDCategoryStatus
Validation feedback UI — frontend (Jen/AJ can confirm/reject/reclassify trends)7h#3004Foundation

Tim Day 2 — Minimal Auth + Onboarding

TaskHoursPRDCategoryStatus
Minimal auth (API key + unique URL per client)4h#3006Foundation
Client onboarding script — completion3h#3005Ops

W18 Success Criteria


W19 (May 5–9): “/report Foundation + WS1 Gate” — Tom 13h + Tim 14h

Tom Day 1 (Tue) — /report Foundation

TaskHoursPRDCategoryStatus
/report skill — foundation build (SOP integration, client folder reading)7h#2914Intel

Tom Day 2 (Thu) — /report Cont. + WS1 Review

TaskHoursPRDCategoryStatus
/report skill — foundation build continued3h#2914Intel
WS1 trial review with Tim (pass/fail/extend)1.5hOps
Tim PR reviews1.5hOps

Tim Day 1 — E2E Dry Run Prep

TaskHoursPRDCategoryStatus
End-to-end pilot dry run (onboard fake client → auth → scoped trends → validate)4h#3007Ops
WS1 cleanup + documentation3hOps

Tim Day 2 — WS1 Gate + WS2 Planning

TaskHoursPRDCategoryStatus
Fix dry run issues4hOps
WS1 gate review with Tom1hOps
WS2 scope discussion (if WS1 passes)2hOps

W19 Success Criteria

WS1 TRIAL GATE: End of W19 (May 9)

Evaluate: Does Tim’s code pass review? Does the dry run work? Can Tom maintain this?
Decision: extend to WS2 (scope TBD), redirect, or terminate.


W20 (May 12–16): “/report Build + Tim WS2” — Tom 14h + Tim 14h

Tim’s WS2 scope decided at trial gate. If WS2 proceeds: client folder tooling (#3010), API data layer (#3011), report template engine (#3012). If not: Tom absorbs remaining work.

Tom Days — /report Generation Pipeline

TaskHoursPRDCategoryStatus
/report skill — generation pipeline (trend selection, SOP-driven narrative)8h#2914Intel
Tim WS2 sprint spec + PR reviews4hOps
Legal docs suite — start drafts (ToS + data agreement)2h#2928Ops

Tim (WS2 — scope per trial gate)

TaskHoursPRDCategoryStatus
Client folder management tooling7h#3010WS2
API data retrieval layer for reports7h#3011WS2

W21 (May 19–23): “Report Quality + Demo Prep” — Tom 14h + Tim 14h

Tom Days — Quality Reviews + Demo

TaskHoursPRDCategoryStatus
/report skill — template system + output formatting4h#2914Intel
Quality review with Jen/AJ on generated reports3h#2551Intel
Demo environment + script for AJ/Jen3h#2930Demo
Pilot prep homework process — build template2h#2934Client
Tim PR reviews2hOps

Tim (WS2 continued)

TaskHoursPRDCategoryStatus
Report template + formatting engine7h#3012WS2
Scheduled report gen + email delivery7h#3013WS2

W22 (May 26–30): “Pilot Dry Run + M2” — Tom 10h + Tim 10h

Tom Days — Full Dry Run + M2

TaskHoursPRDCategoryStatus
Full end-to-end pilot dry run (onboard → intelligence → report → deliver → validate)4h#2931Ops
Demo environment polish2h#2930Demo
M2 milestone sign-off2hOps
Legal docs suite — finalise + founder review1h#2928Ops
Buffer1hOps

Tim — Testing + Documentation

TaskHoursPRDCategoryStatus
Report delivery integration testing4h#3014Testing
Pilot ops documentation (onboard client, generate report, deliver)4h#3014Ops
Buffer / polish2hOps
M2 MILESTONE: Demo Ready

W22 Success Criteria

May Deliverables

Social Research (Parallel Track — Evenings/Flex)


Dependencies (Updated 2026-04-14)

Chain 1: Data → Intelligence → Reports ✓ MOSTLY COMPLETE

Write Failures Fix → Reprocess → NarrativeGenerator → So What / Now What → V5 Reports ✓
                                                                            |
V6 SOPs (W15-W16) → V6 Prompt Wiring (W16-W17) → /report Skill (W18-W21) → M2

Chain 2: Google Trends Recovery ⚠ IN PROGRESS

Google Trends Fix (#1913) → V2 Data Quality Restored → GT Enrichment All Sources (#2924)

Chain 3: Intelligence → Report → Demo (Tom’s critical path)

V6 SOPs (W15-W16) → Prompt Wiring (#2932, W16-W17) → Quality Review (#2551, W17)
                                                              |
Calendar Events (#2910) + Client Folders (#2911) → /report Skill (#2914, W18-W21) → Demo (#2930, W21-W22) → M2

Chain 4: Multi-Tenancy → Auth → Dry Run → M2 (Tim’s critical path)

Multi-Tenancy DDL (#3001, W16) → Scoped Queries (#3002-3003, W17) → Minimal Auth (#3006, W18) → Dry Run (#3007, W19) → WS1 Gate
                                                                                                          |
Validation UI (#3004, W17-W18) → Onboarding (#3005, W18) ------→

Chain 5: Social Research (Parallel — not on M2 path)

Research Plan (#2935, W16) → Co-founder Gate → Execution (#2936, W17-W19) → Deliverables (#2937, W19-W20)

Full Critical Path (Parallel Tracks)

Tom Track:
V6 SOPs → Prompt Wiring (W16-W17) → Quality Review (W17)
                                           |
Calendar Events + Client Folders (W18) → /report Skill (W18-W21) → Demo + Dry Run (W22) → M2

Tim Track (parallel):
Multi-Tenancy (W16) → Scoped Queries (W17) → Auth (W18) → Dry Run (W19) → WS1 Gate
                                                |
Validation UI (W17-W18) → Onboarding (W18) ---’
                                                     | (if gate passes)
WS2: Client Folder Tooling (W20) → Report Templates (W21) → Email Delivery (W21-W22)

Research Track (parallel, not blocking):
Plan (W16) → Gate → Execution (W17-W19 evenings) → Deliverables (W20)

Key insight: Tom and Tim run parallel critical paths that converge at W22 (M2). Social research runs independently in evenings/flex time. Neither Tim nor research blocks Tom’s critical path.


Risk Register (Updated 2026-04-14)

RiskLikelihoodImpactMitigationOwner
Intelligence layer outputs are genericHighCriticalV6 SOP iteration + quality reviews. Budget extra prompt time.TC
Tim’s code quality insufficientMediumHighTight PR review. Negative test cases for data isolation. Tom deploys only.TC
Multi-tenancy scope creepMediumHighStrict 3–4 table minimum. No RBAC, no billing, no usage tracking.TG
Tim management overhead exceeds budgetMediumMediumAsync-first. Written sprint specs. Cap sync to 30min/week.TC
Intelligence layer changes break Tim’s workMediumMediumAPI contract document as Tim’s first reference.TC
Co-founder availability gapsMediumMediumAsync feedback if sync blocked. Share by Tue EOD.All
Google Trends re-breaksMediumMediumMonitor daily. Height V2 works without GT.TC
Social research competes with M2 workMediumMediumEvenings/flex only. If M2 slips, research pauses. M2 is the priority.TC
Social research legal riskLowHighCorporate separation, one-off, personal machine, go dark after. Lawyer input.TC
Lori SOP 02 session doesn’t happenMediumHighV6 wiring partially blocked. Tom proceeds with SOPs 01/03/04, adapts SOP 02.TC/LS

Key Assumptions

  1. Tom maintains 2 days/week cadence on Rumblings (no schedule compression from Dr-G or Crawford-HQ)
  2. Social research fits in evenings/flex without displacing Tue/Thu Rumblings work materially
  3. Multi-tenancy requires 3–4 tables max; no billing, RBAC, or usage tracking in Phase 1
  4. Auth is API keys + unique URLs; no SSO, OAuth, or third-party identity provider for pilots
  5. Email delivery is manual for pilots — founders email reports to clients directly
  6. Legal documents are Tom-drafted templates reviewed by founders, not lawyer-produced
  7. VPS infrastructure (72.62.195.132) remains stable; no migration needed during Phase 1
  8. Co-founders provide social research plan feedback within 1 week of receiving it
  9. Tim starts W16 and delivers WS1 by W19 gate; WS2 scope conditional on gate outcome

M2 Success Criteria (Definition of Done)

All of the following must be true for M2 sign-off:

M2 Gate: Phase 1 complete when the /report skill generates quality intelligence reports, scoped per client, accessible via minimal auth. AJ/Jen can demo the system independently. Manual email delivery is acceptable for pilots — automated delivery is Phase 2/Tim’s WS2.

Removed from M2 (MECE refactor 2026-04-14): Slack Connect, automated email delivery, notification system, standalone case studies, React client portal. These are deferred to Phase 2 or Tim’s WS2.


Last updated: 2026-04-14

Last updated: 2026-04-10 (Tim Goerner / Augmentra replan — W15-W22 rewritten with Tom/Tim parallel tracks. Tim starts W16, $270/day, 2 days/week. WS1 trial through W19. WS2 scope TBD at trial gate. /report skill added to Tom’s May critical path.)