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Forge & planning — naming reference

Quick map of terms, plain meaning, and where each is defined in this blueprint (blueprints/ repo). Paths are repo-relative from the blueprints root.

Term Meaning (short) Where stored / documented
Product Spark Potentially shippable product slice: PoC, MVP, or phased increment — not the same as a Forge Spark (task). Aliases (same meaning, contextual): release slice, product increment. planning/PLANNING-FLOW.md · process-and-flows.md · product-manager/forge-product-manager.mdc.template (§ Forge vocabulary)
Meeting Scheduled, accountable team collaboration (daily sync, refinement, planning, review, retro, Assay Gate). Preferred public label for Forge events in prescriptive docs. ceremonies-prescriptive.md · meetings-model.md · foundation-connection.md
Meeting delivery mode How a meeting is run: human-only, hybrid, or Versona-only (prepare, simulate, synthesize, draft—not a substitute for human sign-off on binding decisions). meetings-model.md
Ceremony Blueprint foundation term: recurring collaboration mapped to intent types C1–C6 in SDLC.md. Names the same events as meetings when describing foundation fit. ../ceremonies/ceremony-foundation.md · ceremonies-prescriptive.md
Why (vs For what) Why = rationale, motivation, problem framing. For what = beneficiary, outcome, target decision, or practical purpose. Keep both distinct in meeting design—do not merge into one vague field. ceremonies-prescriptive.md (preamble)
Forge iteration Delivery cycle (often 1–2 weeks) inside a Product Spark; scope and evidence assessed at the boundary. planning/PLANNING-FLOW.md · process-and-flows.md
Ore Raw, unrefined intake — ideas, problems, opportunities — before refinement. process-and-flows.md · planning/PLANNING-FLOW.md · planning/README.md
Ingot Refined, plannable work (often story-level) with acceptance criteria. process-and-flows.md · planning/PLANNING-FLOW.md
Forge Spark Smallest delivery unit: executable task (~1–4 h), often phase-prefixed (discover:, specify:, …). Maps to WBS task. Not an exploration spike. process-and-flows.md (§ Spark = Task, exploration spike contrast) · planning/PLANNING-FLOW.md · README.md · foundation-connection.md
Charge Today’s selected Forge Sparks (daily commitment). process-and-flows.md · daily/README.md · daily/charge.template.md
Estimation (method) Fibonacci / t-shirt / token bands, roll-up Spark → Ingot → Product Spark, defect multipliers — owned by Estimation Versona (versona-estimation); docs/requirements/ESTIMATES.md + forge/estimation/ESTIMATION-RULES.md. PM consumes sizes for commitments; does not own the method. versona/catalog/discipline/governance/versona-estimation.mdc.template · ../../templates/forge/estimation/ESTIMATION-RULES.template.md · planning/README.md
Assay Gate Evidence-based release decision (market-ready vs code-only, etc.). planning/PLANNING-FLOW.md · product-manager/forge-product-manager.mdc.template · ../../templates/forge/assay-gate.template.md
Ember Log Decision journal — trade-offs, risk acceptance, scope/priority changes (ember-logs/YYYY-MM-DD.md). daily/README.md · scripts/forge-ember.sh · ../../templates/forge/ember-log-entry.template.md · versona/VERSONA-FRAMEWORK.md
Day journal Dated operational log (e.g. forge/journal/YYYY-MM-DD.md) — sessions, outcomes. daily/day-journal.template.md · versona/VERSONA-FRAMEWORK.md
Exploration spike / discipline spike Time-boxed learning; outcome is evidence + record; not a Forge Spark. versona/DISCIPLINE-SPIKE.md · process-and-flows.md
Product spike (informal) Colloquial: discipline spike on product/strategy; use spike_discipline + Product Management lens — not a fourth official type, not a Product Spark. versona/DISCIPLINE-SPIKE.md §1
Milestone (M1…) WBS / roadmap milestone; often aligns with one Product Spark. planning/PLANNING-FLOW.md (§ Mapping to WBS) · ../../../pdlc/templates/WBS.template.md · ../../templates/ROADMAP.template.md
Theme / Epic / Story / Task WBS hierarchy; Task ↔ Forge Spark when using shared IDs (e.g. M1E1S1T1). planning/PLANNING-FLOW.md · ../../../pdlc/templates/WBS.template.md · product-manager/product-bootstrap-flow.md
Product hat (and other hats) Product vs Engineering vs Challenge vs Governance perspective when deciding. roles.md · versona/catalog/discipline/product/versona-product-management.mdc.template (baseline)
Versona Discipline virtual persona (§5 structured concern report when used); templates under versona/catalog/. versona/README.md · versona/VERSONA-CONTRACT.md · versona/VERSONA-FRAMEWORK.md
Versona session One interaction with a Versona—folder under forge-logs/versona/<actor>/<session-id>/; may include several activities. versona/VERSONA-FRAMEWORK.md §1 · process-and-flows.md
Challenge pass Informal name for a §5-shaped discipline review (pressure-test); one possible session/activity type—not what “Versona” means globally. versona/VERSONA-FRAMEWORK.md §1 · versona/VERSONA-CONTRACT.md §5
Forge Product Manager (agent) Dialog agent: bootstrap, roadmap → WBS → Product Spark → Sparks → Charge (orchestration). Uses Roadmap Definition of Ready before WBS; suggests a Product Management Versona session after roadmap draft. product-manager/forge-product-manager.mdc.template · product-manager/product-bootstrap-flow.md · product-manager/README.md
Product Management Versona Template scope (not the global Versona definition): challenge-oriented product-strategy pass—strategy, roadmap coherence (incl. roadmap DoR), Product Spark fit, Assay — not BA/PM-governance/UX/SE scope. Output adds Suggested next Versonas (see versona/VERSONA-CONTRACT.md §5). versona/catalog/discipline/product/versona-product-management.mdc.template · versona/catalog/workflow/versona-roadmap-gate.mdc.template (optional gate)
forge-logs/ Spark-level notes, DoD, journals; Versona sessions under forge-logs/versona/<actor>/<session-id>/. process-and-flows.md · versona/VERSONA-FRAMEWORK.md
Work item kind (work_item_kind) Session/manifest: e.g. spark, spike_discipline, spike_general. versona/VERSONA-FRAMEWORK.md · ../../templates/forge/versona-session.template.md · ../../templates/forge/session.manifest.yaml.template
Tracking spine (commits ↔ work units) Methodology-neutral model: contributors, events, linkage — supports traceability alongside Forge. ../../templates/sdlc/TRACKING-FOUNDATION.md · foundation-connection.md

Why vs For what

Why = rationale, motivation, problem framing. For what = beneficiary, outcome, target decision, practical purpose. In prescriptive meeting design, keep both explicit—do not collapse into one vague “purpose” field. (Summary also appears in the table above.)

Meetings vs ceremonies vs Versona sessions

These are not three competing “object types.” Meetings are what goes on the team calendar and carries human accountability. Ceremonies are how this blueprint ties those same events to C1–C6 intents. Versona sessions are bounded discipline work (folder under forge-logs/versona/, one or more activities)—including challenge passes, drafting, and spikes—not a replacement for daily sync, retro, or gates.

Seven-phase benchmark vs Forge PDLC (P1–P6)

External literature often uses a seven-phase product-development benchmark (e.g. discovery → scoping → business case → design/prototype → development → test/validate → launch/learn). Forge does not claim a universal seven-phase standard; it publishes P1–P6 in PDLC.md, with SDLC (Discover / Prioritize → … → Release) as the Build & release engine nested after P3—see the SDLC — Build & release subsection there. The full benchmark table and terminology cautions (Release vs Launch, two “discovers,” two “validates”) live in PDLC.md § Benchmark map. Use the short table below when comparing to seven-phase models; avoid implying Forge has exactly seven public PDLC phases.

Benchmark (7-phase style) Nearest Forge anchor
Discovery P1 Discover problem; overlaps SDLC Discover / Prioritize when validated work enters the delivery backlog
Scoping / screening P1 exit / P2 Validate solution entry
Business case / planning P3 Plan & Commit
Design / prototype P2 (prototypes, experiments) + SDLC Design (C)
Development SDLC Build (D)
Test and validate SDLC Verify (E); P2 evidence for solution fit
Launch and learn SDLC Release (F) → P4 Launch → P5 Grow

Note: P6 Sunset, dual-track overlap, and full obligations live in PDLC.md.

  • Concept matrix, per-concept detailed notes, and term-collision register (expanded): CONCEPT-MAP.md
  • Lifecycle bridge (Forge ↔ PDLC ↔ SDLC): FORGE-SDLC-PDLC-BRIDGE.md
  • PMI-style phase map (problem → delivery): PRODUCT-DELIVERY-FORGE-IPE.md
  • Forge package index: README.md
  • Published overview (external): forgesdlc.com methodology overview

Blueprint reference — update when planning or Versona contracts change.