The Master Sprint Guide.
The single-document operational backbone of a Lighthouse Sprint. Designed so a Sprint Lead who has never run an engagement can pick this up and execute, from qualified lead through Gate 4 independence.
Read this end-to-end once. Keep it open during engagements. Cross-references to the four phase playbooks, the Governance Operations manual, and every P0/P1 template in the Lighthouse Kit.
How to use this guide.
This guide is the operational backbone of a Lighthouse Sprint. The Lighthouse Operating Framework (USO-LH-01) defines what a sprint is — the principles, the four stages, the six roles, the governance wrapper, the pattern library. This Master Sprint Guide defines how to run one.
Every procedure, meeting cadence, gate review, role handoff, pattern extraction ritual, and commercial artifact is specified here. Where day-by-day detail is required, this document hands off to the four phase playbooks (Discovery, Redesign, Build, Handoff). Where cross-phase governance mechanics are required, it hands off to the Governance Operations manual. Where a filled artifact is required, it hands off to the P0/P1 template set in this directory.
The reading path for a new Sprint Lead is: framework first, this guide second, the discovery playbook third. Then apply. The operational knowledge is load-bearing — you cannot skim it and be effective in week one.
Who this is for
Sprint Lead.
You own the engagement end to end. You present at every gate, manage the client relationship, and are the single point of accountability. This guide is yours.
Agent Engineer.
Reference §02, §04, and §07 to understand where your work sits in the sprint arc. The Build and Redesign playbooks are where your detail lives.
Governance Architect.
Reference §04, §06, and §08. The Governance Operations manual covers your day-to-day. Your sign-off authority at Gate 3 is specified in §06.
Relationship to other Lighthouse documents
| Document | Purpose | When referenced |
|---|---|---|
| Lighthouse Operating Framework (USO-LH-01) | The strategic source of truth. Defines principles, stages, gates, roles, governance wrapper, pattern library, and commercial tiers. | Before any engagement |
| Master Sprint Guide (this document) | The operational backbone. Describes how to execute a sprint from qualified lead to Gate 4. | Always open during a sprint |
| Discovery Playbook | Day-by-day execution of Stage 1, Week 1–2. Ties to D-01 through D-05 tools. | Days 1–10 |
| Redesign Playbook | Day-by-day execution of Stage 2, Week 3–4. Allocation framework workshops, blueprint production. | Days 11–20 |
| Build Playbook | Weekly cadence for Stage 3, Week 5–9. Monday planning, Tuesday–Thursday build, Friday demo. | Weeks 5–9 |
| Handoff Playbook | Final stage execution: training, supervised operation, outcome measurement, pattern extraction, 30-day window. | Weeks 10–11 |
| Governance Operations | Cross-phase governance manual. SEV levels, alerting, incident response, audit hygiene, rollback procedures. | Continuously |
| P0 templates | Workflow Audit, Baseline Metrics, Redesign Blueprint, Agent Spec Sheet, Operations Manual, Governance Runbook. | Per phase |
| P1 templates | Stakeholder Interview Guide, Fit Assessment Rubric, Discovery Report, Risk Register, Outcome Report. | Per phase |
The sprint lifecycle.
A Lighthouse Sprint is a fixed-scope, time-boxed engagement running 6–10 weeks for a Standard Sprint. The framework describes four stages. In practice, the lifecycle has seven phases — three outside the framework boundary (qualification, mobilization, 30-day window) and four inside it (Discovery, Redesign, Build, Handoff). A Sprint Lead needs the full picture.
The full arc
| # | Phase | Duration | Lead | Output |
|---|---|---|---|---|
| 00 | Qualification | 1–3 weeks | Sprint Lead | Signed SOW, Kickoff scheduled, Fit Assessment Rubric scored |
| 01 | Mobilization | 3–5 days | Sprint Lead | Access provisioned, tooling set up, interview schedule booked |
| 02 | Discovery | 2 weeks | Sprint Lead | Workflow Audit, Baseline Metrics, Discovery Report, Gate 1 recommendation |
| 03 | Redesign | 2 weeks | Sprint Lead + Agent Engineer | Redesign Blueprint, Agent Spec Sheets, Risk Register, Gate 2 sign-off |
| 04 | Build & Deploy | 3–5 weeks | Agent Engineer | Production agents, Governance Wrapper, Monitoring Dashboard, Gate 3 sign-off |
| 05 | Handoff | 1–2 weeks | Sprint Lead + Governance Architect | Operations Manual, Governance Runbook, Outcome Report, Gate 4 verification |
| 06 | 30-day window | 30 days | Sprint Lead (async) | Final Outcome Report, pattern extraction complete, Lighthouse Watch transition (default next step) |
| 07 | Lighthouse Watch | 12+ months | Lead Engineer + Studio Principal | Continuous post-Sprint service · monthly health report · the +1 improvement · governance updates · model swap testing. Sales sheet · Operating manual |
The four gates inside the sprint
Every phase boundary is a formal gate with a defined audience, named deliverables, a go/no-go outcome, and an explicit off-ramp if the sprint needs to end early. Gates are not status meetings — they are decision events. A sprint cannot progress to the next phase until its entering gate is signed.
| Gate | Name | Decision makers | Possible outcomes |
|---|---|---|---|
| G1 | Fit Decision | Executive Sponsor + Workflow Owner | Go · Conditional Go · No-Go (engagement ends cleanly) |
| G2 | Design Approval | Executive Sponsor + Workflow Owner + Technical Counterpart | Approved · Approved with Changes · Rejected (return to Redesign or end) |
| G3 | Production Readiness | Agent Engineer + Governance Architect + Technical Counterpart | Ready · Ready with Follow-ups · Not Ready (delay deploy) |
| G4 | Independence Verified | Sprint Lead + Workflow Owner + Executive Sponsor | Verified · Extended Supervision · Escalation |
Timeline variants
| Variant | Duration | Stages | Use case | Notes |
|---|---|---|---|---|
| Discovery Only | 2 weeks | Stage 1 only | Client wants assessment before committing | Discovery Report + Baseline Metrics are the deliverables. Pricing tiered separately. |
| Standard Sprint | 6–10 weeks | All four stages | Default engagement — one workflow end-to-end | Assumes medium complexity, single business unit, no regulated data. |
| Extended Sprint | 10–16 weeks | All four stages | Complex workflows, multi-system integrations, regulated industries | Adds security review sub-gate, longer integration hardening, legal review of audit trail. |
| LATAM Sprint | 6–10 weeks | All four stages | Latin American market fit | Same scope, same quality bar. Pricing adjusted for regional purchasing power. |
Pre-sprint qualification.
The work that determines whether a sprint succeeds happens before the sprint starts. A bad fit dressed up as a good lead is the most expensive mistake Studio can make: it consumes weeks, signals inconsistent outcomes, and pollutes the pattern library with examples that shouldn’t have been attempted.
Qualification checklist
Every prospective engagement is scored against the Fit Assessment Rubric (lighthouse-fit-assessment-rubric.xlsx) before the SOW is issued. The rubric has 12 criteria scored 1–5 across four dimensions: workflow fit, data fit, organizational fit, and commercial fit. A rubric score below 36/60 triggers a qualification call with the Executive Sponsor to surface the concern explicitly before contracting.
Is the workflow repeatable?
Does it run on a known cadence with a defined input and output? If every instance is bespoke, this isn’t an agentic candidate. Bespoke work is human work.
Is the data accessible?
Can we reach the inputs and outputs via APIs, file drops, or stable endpoints? If access requires screen-scraping a legacy GUI, costs and fragility rise fast.
Is there air cover?
Will the Executive Sponsor attend every gate? Will the Workflow Owner give us their calendar for two weeks of Discovery? Without both, stop.
Is the budget real?
Is the Executive Sponsor’s signature enough to unlock the fee, or does this require a committee review Studio hasn’t met? Procurement surprises are a delivery risk.
Disqualifying signals
These are not tie-breakers — they are hard stops. Any one of them means Studio should decline or push the scope back to Discovery Only and let the client use that 2-week window to resolve the blocker.
- No Executive Sponsor identified. Someone with budget authority must be named and committed before SOW. “We’ll find someone” is not a sponsor.
- Workflow Owner not available. Discovery requires 10–15 hours of Workflow Owner time over two weeks. If that person is already “underwater”, Discovery will fail.
- No baseline data possible. If the client cannot tell us cycle time, throughput, or error rate for the workflow — and cannot give us access to measure it — we cannot prove outcomes. Without outcome measurement, the sprint is unbillable on results.
- Legacy system with no API path. A mainframe with only green-screen terminal access is an integration project, not a Lighthouse Sprint.
- Compliance requirements we haven’t cleared. HIPAA, SOC 2, regulated finance, or personal data laws without prior legal clearance are scoping blockers. Extended Sprint variant only.
- “Pilot” framing with no path to production. Studio does not do prototypes. If the client wants a proof of concept, the answer is Discovery Only. Production is not negotiable.
- Three workflows bundled. Return to one workflow. If they insist on three, propose three sequential sprints and let them choose order.
Mobilization (the 3–5 days before Day 1)
| Day | Activity | Owner | Output |
|---|---|---|---|
| T-5 | Kickoff meeting scheduled · calendar holds placed on all gate dates | Sprint Lead | Locked dates for all four gates |
| T-4 | Access provisioning request filed · NDA countersigned · tooling checklist sent to Technical Counterpart | Sprint Lead + Technical Counterpart | Access tickets opened |
| T-3 | Interview schedule drafted · 3–5 stakeholder slots booked in Workflow Owner’s team | Sprint Lead | Interview calendar |
| T-2 | Studio workspace set up: shared drive, Slack connect channel, sprint dashboard, template folder | Sprint Lead | Studio-side operational setup complete |
| T-1 | Kickoff deck and Day 1 agenda sent 24 hours ahead · framework document shared with Executive Sponsor | Sprint Lead | Client is warm for Day 1 |
Roles & accountability.
Every Lighthouse Sprint has six defined roles. Role clarity eliminates ambiguity about who owns decisions, who does the work, and who signs off at each gate. In early engagements, one person may hold multiple Studio roles — the roles still exist as distinct accountability structures.
Studio roles
Sprint Lead.
Mission: Owns the engagement end-to-end. Single point of accountability.
Does: Runs Discovery interviews and walkthroughs. Presents at every gate. Drafts the Discovery Report, Redesign Blueprint narrative, and Outcome Report. Manages the client relationship, resolves scope and access issues, keeps the Risk Register current.
Does not: Build the agents. Write production code. Own governance architecture. Resist the temptation — if the Sprint Lead is in the IDE, the engagement is off course.
Gate authority: Recommends Go/No-Go at all four gates. Executive Sponsor has final authority at G1 and G2; technical sign-off dominates G3; Workflow Owner has final authority at G4.
Agent Engineer.
Mission: Builds, tests, and deploys the agentic workflows. Owns technical implementation from Redesign through Handoff.
Does: Authors Agent Spec Sheets in Redesign. Writes agents, wires integrations, runs acceptance tests in Build. Leads Friday demos. Fills out the Operations Manual. Trains the client’s technical operators.
Does not: Own monitoring or alerting infrastructure — that belongs to the Governance Architect. Does not make commercial commitments to the client.
Gate authority: Signs off on Gate 3 technical readiness. Participates in Gate 2 design approval.
Governance Architect.
Mission: Designs and implements the six-component Governance Wrapper. Ensures compliance and operability.
Does: Drafts the governance design in Redesign. Implements monitoring, alerting, audit trail, escalation paths, override, and rollback in Build. Authors the Governance Runbook. Runs the Incident Response drill before Gate 3.
Does not: Own agent behavior itself — that’s the Agent Engineer. Does not make decisions about pricing or scope.
Gate authority: Signs off on Governance Wrapper at Gate 3. Participates in Gate 4 by confirming operator training covered the Governance Runbook.
Client roles
Executive Sponsor.
Mission: Budget authority and organizational air cover. Removes blockers and ensures team access.
Does: Attends every gate (non-negotiable). Authorizes baseline data access in Discovery. Resolves cross-functional blockers (legal, security, HR) when escalated. Signs the Outcome Report at Gate 4.
Gate authority: Final Go/No-Go at Gate 1 and Gate 2. Receives formal signoff on the Outcome Report at Gate 4.
Workflow Owner.
Mission: Domain expert. The person who currently runs the workflow being redesigned — source of truth for how things actually work.
Does: Gives Studio 10–15 hours in Discovery. Narrates the current process, sits for shadow sessions, validates the Workflow Audit, reviews the Redesign Blueprint. Identifies the team members who will become operators.
Gate authority: Validates accuracy at Gate 1. Approves design at Gate 2. Final Go/No-Go at Gate 4 (they have to run the thing after).
Technical Counterpart.
Mission: Client’s IT/engineering contact. Handles access, integrations, security review, and production environment requirements.
Does: Provisions credentials in Mobilization. Reviews the Redesign Blueprint for technical feasibility. Participates in security review before Gate 3. Adopts operational ownership of the monitoring dashboard at Handoff.
Gate authority: Signs off on technical readiness at Gate 3. Consulted on integration feasibility at Gate 2.
RACI across the four stages
| Activity | Sprint Lead | Agent Eng. | Gov. Arch. | Exec Sponsor | Workflow Owner | Tech Counter. |
|---|---|---|---|---|---|---|
| Kickoff & workflow walkthrough | R/A | C | C | I | R | I |
| Stopwatch exercise | R/A | C | — | — | R | — |
| Stakeholder interviews | R/A | C | — | I | R | I |
| Discovery Report authoring | R/A | C | C | I | C | I |
| Gate 1 presentation | R/A | C | C | A | A | I |
| Allocation framework workshop | R | R/A | C | I | C | I |
| Redesign Blueprint drafting | C | R/A | R | I | C | C |
| Governance design | C | C | R/A | I | C | C |
| Gate 2 presentation | R | R/A | R | A | A | C |
| Weekly build | I | R/A | R | I | I | C |
| Friday demo | R/A | R | C | I | C | C |
| Gate 3 (Production Readiness) | C | R/A | R/A | I | C | A |
| Operator training | R/A | R | R | I | A | C |
| Supervised operation | R | R | R | I | R/A | C |
| Outcome Report | R/A | C | C | A | A | I |
| Pattern extraction | R | R/A | R | I | I | — |
| Gate 4 (Independence Verified) | R | C | C | A | A | C |
Communication protocols.
A sprint produces a lot of information. Without protocol discipline, that information leaks into Slack DMs, one-off emails, and side conversations that the Sprint Lead cannot reconstruct three weeks later. Communication protocols are how Studio maintains a single source of truth.
Meeting cadence
| Meeting | Cadence | Duration | Attendees | Output |
|---|---|---|---|---|
| Studio stand-up | Daily, Mon–Fri | 15 min | Sprint Lead, Agent Engineer, Governance Architect | Dashboard updated: what I did, what I’m doing, what’s blocking |
| Client weekly sync | Weekly, Wednesday | 45 min | Sprint Lead + Workflow Owner (+ Technical Counterpart during Build) | Progress update, decisions required, risk review |
| Friday demo | Weekly during Build | 60 min | Full sprint team + Workflow Owner | Demo recording, feedback log, next-week priorities |
| Gate review | End of each stage | 90 min | All six roles | Gate recommendation, decision, sign-off or follow-ups |
| Incident response | Ad hoc | Until resolved | Sprint Lead + Gov. Architect + Workflow Owner | Incident record, corrective action, governance update |
| Retrospective | End of sprint | 60 min | Studio team only (first), then client retro | Pattern extraction candidates, process improvements |
Written artifacts vs. meetings
Write first.
Every gate presentation begins as a written document, not a slide deck. The deck is a presentation of the document, not a replacement for it. Documents live in the shared drive; decks are ephemeral.
One channel.
Slack Connect or Teams channel is the client-facing channel. No DMs about sprint decisions. If it wasn’t in the channel, it didn’t happen.
Decision log.
Every commitment, trade-off, and scope negotiation gets a dated entry in the Decision Log (tab in the Sprint Dashboard sheet). Read-only after Gate 2.
Gate review format
Gate reviews are tightly structured. The Sprint Lead follows this agenda without deviation — it prevents the meeting becoming a status update and forces a decision.
- Context recap (5 min). What was the scope of this stage? What did we set out to do?
- Deliverable walkthrough (25 min). Present each required deliverable in the order the framework specifies. For Gate 1: Workflow Audit, Baseline Metrics, Discovery Report.
- Findings & recommendation (15 min). Sprint Lead presents the recommended outcome (Go / Conditional / No-Go) with reasoning.
- Decision-makers’ review (20 min). Executive Sponsor, Workflow Owner, and any other required signatories discuss, challenge, and ask questions.
- Formal decision (10 min). Each decision-maker states their vote on the record. Outcome and any conditions are captured in the Decision Log immediately.
- Next-stage kickoff (15 min, if Go). Dates confirmed. Access adjusted if needed. Risks for next stage reviewed.
Escalation routes
| Situation | First escalation | Second escalation | Hard stop |
|---|---|---|---|
| Workflow Owner unavailable for Discovery interviews | Sprint Lead raises with Executive Sponsor directly | Pause Discovery; adjust schedule | If 5+ business days lost, recommend No-Go at Gate 1 |
| Access blockers (credentials, data, systems) | Technical Counterpart and Sprint Lead | Executive Sponsor | If blockers persist > 3 days, formal notice of schedule risk |
| Scope creep request from client | Sprint Lead declines with reference to “one workflow per sprint” rule | Executive Sponsor for written acknowledgment | Change order if client insists; otherwise decline |
| Production incident during Build supervised operation | Governance Architect leads incident response | Rollback triggered if SEV-1 | Pause Handoff until root cause documented |
| Client team resistance to new workflow | Workflow Owner co-presents at demos | Executive Sponsor reaffirms mandate | If morale risk severe, adjust rollout phasing |
The four gates.
Gates are the single most important operational discipline in a Lighthouse Sprint. Each gate has named deliverables, a defined audience, explicit go/no-go criteria, and an off-ramp. If a gate is compromised — waved through, deferred, passed without deliverables — the sprint will fail at a later stage with 3× the unwind cost.
End of Discovery. Do we believe this workflow is a fit for agentic redesign, and is the organization ready to support it?
Required deliverables: Workflow Audit (lighthouse-workflow-audit.xlsx), Baseline Metrics Sheet (lighthouse-baseline-metrics.xlsx), Discovery Report (lighthouse-discovery-report.docx), Fit Assessment Rubric scored (lighthouse-fit-assessment-rubric.xlsx), Gate 1 Recommendation slide deck.
Decision makers: Executive Sponsor (final authority) + Workflow Owner.
- Go — Workflow is a fit. Baseline is documented. Organization has committed the access and time Redesign needs. Proceed to Stage 2.
- Conditional Go — Proceed, but specific conditions must be met before Gate 2 (e.g. security review scheduled, integration credentials confirmed, Workflow Owner’s team freed from other commitments).
- No-Go — Engagement ends cleanly at Gate 1. Client retains the Discovery Report and Baseline Metrics as standalone deliverables. No hard feelings, no sunk-cost pressure. A clean No-Go protects Studio’s delivery reputation far more than a hopeful Go.
End of Redesign. Does the proposed workflow meet the client’s operational requirements, and is the governance design sufficient?
Required deliverables: Redesign Blueprint (lighthouse-redesign-blueprint.xlsx), Agent Spec Sheets (lighthouse-agent-spec-sheet.docx, one per agent), Governance Design document, Risk Register (lighthouse-risk-register.xlsx), Gate 2 presentation.
Decision makers: Executive Sponsor + Workflow Owner + Technical Counterpart.
- Approved — Design accepted. Build begins the following Monday.
- Approved with Changes — Specific modifications required. Each change is time-boxed, with an owner, and must be resolved before Build Week 1 ends. Changes are logged in the Decision Log.
- Rejected — Fundamental design disagreement. Two paths: return to Redesign with a new approach (at Studio’s cost unless scope changed), or end engagement. Client retains all Discovery and Redesign deliverables.
End of Build. Are the agents and the Governance Wrapper production-grade, tested, and ready for supervised operation?
Required deliverables: Production agents deployed to staging, Governance Wrapper operational, Monitoring Dashboard live, Integration tests passing, Security review signed, Rollback procedure rehearsed once.
Decision makers: Agent Engineer + Governance Architect + Technical Counterpart.
- All agents pass acceptance criteria against the Redesign Blueprint (documented pass/fail per criterion).
- Governance Wrapper operational — all six components (Monitoring, Alerting, Audit Trail, Escalation, Override, Rollback) tested once end-to-end.
- Integration tests pass in the client’s production environment, not just Studio staging.
- Performance meets baseline targets — measurable improvement over the Discovery baseline on at least three metrics.
- Security review complete — Technical Counterpart signs off in writing.
- Rollback rehearsal — the full rollback to last known-good state has been executed at least once, not just documented.
End of Handoff. Can the client run the system without Studio involvement, and have the outcomes been measured?
Required deliverables: Operations Manual (lighthouse-operations-manual.docx), Governance Runbook (lighthouse-governance-runbook.docx), Outcome Report (lighthouse-outcome-report.docx), Pattern Library contributions cataloged, Supervised Operation log, Trained operator sign-off.
Decision makers: Sprint Lead + Workflow Owner (final authority) + Executive Sponsor.
- Supervised operation completed — client team operated the system for 3–5 business days with Studio on standby. No SEV-1 incidents went unhandled.
- Operators trained and certified — at least two named operators have demonstrated normal operation, alert response, and basic troubleshooting on live data.
- Outcome metrics documented — measurable improvement over baseline, signed by Executive Sponsor.
- All documentation delivered — Operations Manual and Governance Runbook reviewed by the operator team during training sessions.
- Pattern contributions cataloged — reusable components extracted and documented in the Pattern Library with incident receipts where applicable.
Tooling & systems.
Studio runs engagements on a small, opinionated toolset. The goal is never the tooling itself — it’s a minimally-viable operational environment that reduces administrative load and keeps state visible. Any tooling decision that adds complexity without reducing engagement risk is rejected.
The Studio stack
| Layer | Tool | Purpose | Notes |
|---|---|---|---|
| Document authoring | Google Docs + Sheets | All deliverable templates, Sprint Dashboard, Decision Log | Version control via Google’s native history; one master folder per engagement |
| Client channel | Slack Connect | Single client-facing channel, async coordination | No DMs about sprint decisions — channel or nothing |
| Video | Google Meet or Zoom | Kickoff, weekly sync, Friday demo, gate reviews | Every gate review is recorded with client consent |
| Code repository | GitHub (Studio org) | Agent source, integration adapters, deployment workflows | One repo per engagement unless client hosts their own |
| Agent orchestration | GitHub Actions or client-preferred scheduler | Cron triggers, CI deploys, one workflow file per agent | Spreadsheet-as-state-machine pattern (USP-009) for queue state |
| Monitoring | Client-preferred observability stack | Datadog, Grafana, CloudWatch, etc. | Studio brings a generic dashboard template; client tooling wins if they have one |
| Secrets | Client’s secret manager | No secrets in Studio-owned systems after Handoff | Rotation responsibility transfers at Gate 4 |
| Pattern Library | Internal Studio repo + shared drive folder | Pattern specs, incident receipts, adaptation notes | Lives outside engagement repos; cross-engagement asset |
The Sprint Dashboard
Every engagement runs from a single Google Sheet called the Sprint Dashboard. It is the Sprint Lead’s daily cockpit. It lives in the shared client folder and is visible to all six roles.
- Overview tab — sprint dates, current phase, days elapsed, gate countdown, overall health (Green / Amber / Red).
- Deliverables tab — every template filename, its owner, status (Not started / In progress / Ready for review / Approved), and link.
- Decision Log tab — dated, numbered entries for every decision. Read-only after Gate 2. Columns: ID, Date, Decision, Rationale, Owner, Related risk.
- Risk Register tab — mirror of
lighthouse-risk-register.xlsx, kept current by Sprint Lead. Review weekly. - Blockers tab — active blockers with owner, age, and escalation state. Aged blockers (> 3 days) automatically flagged.
- Demo log tab — Friday demo recordings, feedback notes, commitments made during demo.
- Metrics tab — baseline vs. current performance on the 6–8 tracked KPIs, updated weekly from production data once agents are live.
Shared drive hygiene
Every engagement has one folder structure. It exists before Day 1. It does not evolve mid-sprint — any restructuring happens at Gate boundaries only.
| Folder | Contents | Who can edit |
|---|---|---|
| /00-kickoff | SOW, kickoff deck, access credentials manifest (reference only) | Sprint Lead |
| /01-discovery | Workflow Audit, Baseline Metrics, interview notes, Stakeholder Interview Guide, Fit Assessment, Discovery Report, Gate 1 deck | Sprint Lead + Workflow Owner (review) |
| /02-redesign | Redesign Blueprint, Agent Spec Sheets, Governance Design, Risk Register, Gate 2 deck | Full Studio team |
| /03-build | Weekly build plans, demo recordings, acceptance test logs, integration test logs, Gate 3 deck | Full Studio team |
| /04-handoff | Operations Manual, Governance Runbook, training recordings, supervised operation log, Outcome Report, Gate 4 deck | Full Studio team |
| /05-patterns | Pattern Library contributions from this engagement (drafts pre-G4, final after) | Agent Engineer + Governance Architect |
| /90-client-receipts | Signed deliverables, gate decisions, countersigned SOW amendments | Sprint Lead |
Risk management.
The Risk Register (lighthouse-risk-register.xlsx) is maintained from Day 1 of Discovery through 30 days post-Handoff. The template ships pre-populated with 10 common sprint risks. The Sprint Lead adds engagement-specific risks, assigns probability (1–5) and impact (1–5), computes severity (P × I), and names an owner. The register is reviewed in the weekly client sync and at every gate.
The ten recurring risks
| # | Risk | Phase | Typical mitigation |
|---|---|---|---|
| R-01 | Workflow Owner becomes unavailable mid-Discovery | Discovery | Secondary interviewee identified Day 1; Executive Sponsor re-commits availability |
| R-02 | Baseline data cannot be extracted (no instrumentation) | Discovery | Manual stopwatch baseline + narrative baseline; flag at G1 as measurement risk |
| R-03 | Scope creep — client requests second workflow added | Redesign / Build | Decline; propose sequential sprint. Written acknowledgment from Executive Sponsor. |
| R-04 | Integration API turns out to be unstable or undocumented | Build | Detected in Redesign integration review; fallback to file drop or message queue |
| R-05 | Security review surfaces blocker after Gate 2 | Build | Security review scheduled at Gate 2, not Gate 3. Early surface; plan rework. |
| R-06 | Agent produces incorrect output in Build — caught late | Build | Pre-Publish Verification Protocol pattern (USP-005) applied; every output gated |
| R-07 | Production deploy window conflicts with client freeze | Build / Handoff | Freeze calendar confirmed at Mobilization; deploy scheduled accordingly |
| R-08 | Operator team resists new workflow | Handoff | Workflow Owner co-presents training; Executive Sponsor reinforces mandate |
| R-09 | Outcome metrics don’t match baseline targets | Handoff | Flag at Weekly Sync 3+; adjust scope or extend Build; don’t hide at Gate 4 |
| R-10 | 30-day window creates dependency, not independence | Post-handoff | Support window limited to async email/Slack; no live debugging; escalation to paid Lighthouse Watch engagement (Standard tier or Pro tier) |
Escalation thresholds
Low.
Log only. Review in weekly sync. Owner monitors.
Medium.
Active mitigation. Sprint Lead owns weekly update to Executive Sponsor.
High.
Immediate escalation. Gate postponement possible. Written corrective action plan.
Critical.
Emergency review. Possible No-Go recommendation at next gate. Executive Sponsor alerted within 24 hours.
Commercial & contracting.
Studio engagements are fixed-fee. The client knows the total cost at SOW signing. Payment milestones are tied to gates, which makes the commercial arc align naturally with the delivery arc — Studio is paid for crossing gates, not for burning time.
SOW structure
- Scope statement. One workflow. Named explicitly. With the baseline metrics that will be measured against.
- Deliverable list. Every artifact from the template index (§11 of the Operating Framework), per phase.
- Gate schedule. Target dates for G1, G2, G3, G4 and the decision-makers named at each.
- Roles. Named individuals filling each of the six roles. Any role reassignment requires written notice.
- Fee & payment schedule. Fixed-fee broken into four milestone payments (see table below).
- Change orders. The scope creep clause — any addition requires a written change order signed by the Executive Sponsor.
- Outcome-tied component. The portion of the fee tied to beating baseline metrics. Structure negotiated per engagement.
- IP & pattern ownership. Client owns their implementation; Studio retains pattern library ownership and right to use generalized learnings.
- Confidentiality. NDA terms, including Studio’s right to name the client in case studies after written approval.
- Termination. Early-termination terms at each gate (see off-ramps in §06).
Payment milestones
| Milestone | Trigger | % of fee | Invoice issued |
|---|---|---|---|
| M1 · Kickoff | SOW signed + Mobilization complete | 25% | On Day 1 |
| M2 · Gate 1 passed | Discovery Report accepted; Fit Decision = Go or Conditional Go | 15% | Within 5 business days of G1 |
| M3 · Gate 2 passed | Redesign Blueprint approved | 20% | Within 5 business days of G2 |
| M4 · Gate 3 passed | Production Readiness signed | 25% | Within 5 business days of G3 |
| M5 · Gate 4 passed | Independence Verified; Outcome Report accepted | 15% | Within 10 business days of G4 |
Change orders
A change order is any request that modifies scope, schedule, or deliverables after SOW. Every change order goes through a standard flow regardless of size:
- Client requests in writing — channel or email. Verbal requests are logged and re-requested in writing.
- Sprint Lead sizes — impact on schedule, fee, and risk. Returns within 2 business days with a written assessment.
- Client signs change order — Executive Sponsor signature required. Goes into
/90-client-receiptsin the shared drive. - Decision Log entry — numbered, dated, linked to the change order document.
- Sprint Dashboard updated — new deliverables, new dates, revised fee.
Pattern extraction discipline.
The Pattern Library (USP-001 through USP-018 as of v1.0) is Studio’s compounding asset. Every engagement must contribute. A sprint that ships outcomes but adds no patterns is only half-complete — the next client deserves to benefit from this one.
When patterns get extracted
| Trigger | Phase | Who | Output |
|---|---|---|---|
| A non-obvious design decision in Redesign | Stage 2 | Agent Engineer | Pattern draft with adaptation notes |
| A production incident with a codified fix | Stage 3 / Post-handoff | Governance Architect | Pattern with dated incident receipt |
| A reusable integration adapter | Stage 3 | Agent Engineer | Pattern + reference implementation |
| A governance check that caught something real | Stage 3 / 4 | Governance Architect | Pattern + failing-case record |
| Sprint retrospective findings | Post-Gate 4 | Sprint Lead | Pattern candidates logged for review |
Pattern catalog format (required fields)
- Pattern ID — USP-XXX, assigned by the Pattern Library maintainer.
- Name — Descriptive, human-readable, 3–7 words.
- Category — Content Ops, Quality, Infrastructure, Strategy, Distribution, Monitoring, etc.
- Source engagement — The sprint where the pattern was first extracted.
- Description — What the pattern does and when to apply it. One paragraph.
- Incident receipt — The specific production incident (date + artifact) that created or hardened the rule. For patterns born from incidents, this is mandatory. This is what makes a pattern battle-tested rather than aspirational.
- Inputs / Outputs — Data the pattern consumes and produces.
- Dependencies — Systems, APIs, or other patterns required.
- Governance requirements — Monitoring, alerting, and escalation needs specific to this pattern.
- Adaptation notes — How to modify the pattern for different client contexts (industries, scale, regulatory environments).
- Implementation reference — Link to the reference implementation in the Studio pattern repo.
Where Indietheka sits in the library
The Indietheka sprint produced 14 of the 18 live patterns (USP-001 through USP-014). Eleven of those were not in the initial Redesign Blueprint — they emerged during Build and were codified as the system matured in production. Every one is traceable to a specific dated incident or design decision. This is the operational standard: the pattern library grows from real production, not from slide deck speculation.
Worked walkthrough — Indietheka.
Indietheka, a Spanish-language indie music publication, was the first Lighthouse Sprint. The editorial pipeline was human-bottlenecked end-to-end, but only 15% of the work required genuine editorial judgment. What follows is how the framework was applied in practice.
Qualification & Mobilization
The qualification call surfaced three facts that made the engagement a strong fit: (1) the workflow ran every working day and was clearly repeatable, (2) the Executive Sponsor and Workflow Owner were the same person (common in founder-led media), (3) all inputs and outputs were accessible via standard APIs (WordPress, Spotify, Meta Graph). The Fit Assessment Rubric scored 52/60.
Mobilization took four days. Credentials for WordPress, Yoast SEO, Google Sheets, the Spotify API, and Meta Graph API were provisioned. A single Google Sheet became the Sprint Dashboard. The stakeholder interview slate was one person — the founder — scheduled across five one-hour slots.
Discovery (Weeks 1–2)
The Workflow Audit captured 12 discrete steps in the editorial pipeline. Stopwatch exercise ran for 5 working days across one representative week. Key findings: 85% of editorial time was mechanizable. Only album listening (step 4) and voice/angle decisions (step 5) required genuine editorial judgment. End-to-end cycle time was 210 minutes per article; throughput was 2–3 articles per week; error rate 8%.
Gate 1 outcome: Go. The Discovery Report named 10 bottleneck-to-agent candidates and 2 partial-automation candidates. The baseline was documented in lighthouse-baseline-metrics.xlsx against 8 KPIs. The Sprint Lead recommended a Standard Sprint with an extended 5-week Build phase.
Redesign (Weeks 3–4)
The allocation framework workshop produced a Redesign Blueprint targeting six agents/automations in the initial scope. Five were classified fully autonomous; three had a human-approved gate via a spreadsheet column. The Governance Design specified a Google Sheet as state machine with an API endpoint backing all writes — the first appearance of what became USP-009.
Gate 2 outcome: Approved with Changes. One change: add a cover-art verification step to the Album Reviews agent before the sprint began, after the Workflow Owner flagged historical trouble with AI-fetched cover images. That change order was signed, logged, and added to the Agent Spec Sheet for AGT-03 before Build Week 1.
Build (Weeks 5–7)
Three weeks of Build rather than five. The shortened Build was possible because all integrations were well-known APIs (WordPress, Spotify, Meta) and the client was a solo operator with no complex approval chain. Agents deployed in this sequence: RSS Poller (Week 5), WP Publisher + Distribution Agent (Week 6), Album Reviews + Spotify Playlist Sync + Weekly Recap Carousel (Week 7).
Four agents were not in the Blueprint. They emerged in the following weeks as gaps became visible: AGT-07 Release Radar (the discovery half of the review pipeline), AGT-08 Content Proposals (data-driven editorial ideas), AGT-09 Technical SEO (page-level audit), and AGT-10 Weekly Calendar Update (the closed learning loop). These four were added post-Gate 3 as explicit extensions and tracked as a second mini-sprint under the same engagement.
Gate 3 outcome: Ready. All six original agents passed acceptance criteria. The Governance Wrapper was operational. One rollback rehearsal was completed on the WP Publisher: a test post was published, then reverted to draft via the kill switch, within 14 seconds.
Handoff (Week 8)
Handoff was compressed because the Workflow Owner and Executive Sponsor were the same person — the same human who would operate the system. Two training sessions covered the governance dashboard and the Editorial Approval Queue. Supervised operation ran for five business days during which Studio triaged four production incidents (wrong cover art; carousel vs. featured image ratio; two false-positive verification blocks). Each incident left an addition to the Pre-Publish Verification Protocol — what grew into USP-005’s 9-check-group architecture.
Gate 4 outcome: Verified. Outcome Report signed: weekly throughput +7× (2–3 → 15–20 articles), human hours per article −90% (3.5 hrs → 20 min), error rate −88% (8% → <1%), platform distribution +4 platforms. Ten agents in production (six original plus four that emerged post-G3). Fourteen patterns extracted and cataloged.
Post-handoff 30-day window
The 30-day window surfaced additional patterns: the Two-Step SEO Metadata Update (USP-008, from a backlog cleanup of 85 posts), Page Builder Safety (USP-014, from a homepage layout break after a standard API call), and the Temporal Claims Verification rule (USP-011, from a Coachella Weekend 2 false claim). None required Studio intervention — the Workflow Owner resolved each incident using the Governance Runbook, and Studio logged each as a Pattern Library addition.
Sprint Lead checklist.
Before Day 1
- Fit Assessment Rubric scored and saved to
/00-kickoff. - SOW countersigned with milestone payment schedule.
- All six roles named in writing.
- Calendar holds placed on all four gate dates.
- Slack Connect channel created; all roles invited.
- Sprint Dashboard created with 7 tabs populated.
- Shared drive folder structure set up (/00 through /90).
- Access provisioning tickets filed and tracked.
- Interview schedule locked with 3–5 named stakeholders.
- Framework document shared with Executive Sponsor 48 hours before Day 1.
Discovery phase checklist
- Day 1 kickoff run to agenda; workflow walkthrough captured.
- Shadow sessions completed Days 2–3; pain points logged.
- Stopwatch exercise completed; cycle-time data per step.
- Bottleneck analysis completed with cost estimates.
- 3–5 stakeholder interviews conducted using the Stakeholder Interview Guide.
- Workflow Audit filled in
lighthouse-workflow-audit.xlsx. - Baseline Metrics filled in
lighthouse-baseline-metrics.xlsx. - Fit Assessment Rubric re-scored with Discovery data.
- Discovery Report authored (
lighthouse-discovery-report.docx). - Gate 1 deck built; circulated 24 hours before G1.
- Gate 1 review held; decision captured in Decision Log.
Redesign phase checklist
- Allocation framework workshop conducted with Workflow Owner.
- Redesign Blueprint filled in
lighthouse-redesign-blueprint.xlsx. - Agent Spec Sheets authored, one per agent (
lighthouse-agent-spec-sheet.docx). - Governance Design document drafted by Governance Architect.
- Risk Register updated with Redesign-phase risks.
- Integration review conducted with Technical Counterpart.
- Security review scheduled for Build Week 1 (not Week 5).
- Gate 2 deck built; circulated 24 hours before G2.
- Gate 2 review held; changes (if any) logged as time-boxed items.
Build phase checklist (weekly)
- Monday: Weekly Build Plan produced; targets named against the Blueprint.
- Tue–Thu: Agents built, tested, integrated; blockers logged same-day.
- Friday AM: Internal review; acceptance tests run; bug log updated.
- Friday PM: Client demo held; recording saved to
/03-build; feedback logged. - Weekly sync held Wednesday with decisions logged.
- Risk Register reviewed in weekly sync; any aged items escalated.
- At end of Build Week N: Production Readiness checklist reviewed; gaps enumerated.
- Gate 3 deck built; circulated 48 hours before G3.
- Rollback rehearsal executed at least once, logged in
/03-build. - Gate 3 review held; sign-offs captured in the Decision Log.
Handoff phase checklist
- Operator training sessions run (2–3 sessions).
- Supervised operation period opens; Studio on standby.
- Operations Manual finalized (
lighthouse-operations-manual.docx). - Governance Runbook finalized (
lighthouse-governance-runbook.docx). - Pattern Library contributions drafted in
/05-patterns. - Outcome measurement exercise run; before/after metrics computed.
- Outcome Report authored (
lighthouse-outcome-report.docx). - Gate 4 deck built; circulated 48 hours before G4.
- Gate 4 review held; Independence Verified sign-off captured.
- 30-day support window opens; channel remains active, async only.
- Retrospective run Studio-side, then client-side.
- Pattern Library contributions finalized and promoted to USP-XXX IDs.