Handbook
ForgeSDLC — concept map and term-collision register
Purpose: Single-page canonical concept matrix (how core terms relate to lifecycles, owners, artifacts, and meetings) and a term-collision register for known ambiguities. Detailed term → path mapping remains in Forge &…
Sources: Forge & planning — naming reference, Forge — artifact and decision model, Forge ↔ SDLC ↔ PDLC bridge, Forge — connection to the SDLC foundation, Forge — ceremonies & events (prescriptive), Forge — roles (prescriptive), ../../../README.md, Software development lifecycle, Product development lifecycle (PDLC), Software architecture body of knowledge.
Concept matrix
| Concept | Canonical definition | Not this | Grain / scope | Human owner or accountable role | Versona role | Primary artifacts | Primary meetings | PDLC relationship | SDLC relationship | Common confusions / aliases | Recommendation |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ForgeSDLC (Forge SDLC) | Forge delivery methodology: Ore→Ingot→Spark→Charge, Assay Gate, Ember Log, discipline Versonas, mapped to A–F and C1–C6. | The whole Blueprints repo; not a substitute for generic SDLC.md / PDLC.md. |
Iteration-level (often 1–2 weeks) inside product + delivery lifecycles. | Delivery team (all hats); split per Forge — roles (prescriptive). | Assist at decision points; not org roles. | Ore, Ingots, Sparks, Charge, Ember Log, Assay evidence, forge-logs/versona/…. |
Prescriptive Forge meetings in Forge — ceremonies & events (prescriptive). | Feeds / fed by P1–P6 (e.g. problems→Ore; Assay→P4; learnings→P5). | Embodies A–F mechanics atop generic SDLC. | “Forge” alone; Forge iteration vs Product Spark. | Use Forge SDLC or Forge + link to overview; avoid ambiguous ForgeSDLC without first mention. |
| Blueprints | Reusable documentation and process packages — lifecycles, disciplines, support — prescriptive framework for any project (README.md). |
A single product site; not team-specific runbooks. | Org-wide / multi-project reuse. | Framework maintainers (POLICY.md); adopters apply locally. |
N/A (meta-package). | Markdown packages, templates, bridges. | N/A (teams instantiate). | Hosts PDLC + SDLC definitions Forge plugs into. | Defines generic SDLC + ceremony foundation. | “Handbook” = often blueprints-website output. | Call Blueprints the framework; Forge is a methodology within SDLC practice. |
| Versona | Discipline virtual persona (often AI-mediated); optional §5 structured report per contract — not an org role (Versonas — discipline-focused virtual personas). | A calendar meeting; not synonymous with Challenge pass globally. | Discipline / session template scope. | Humans own outcomes; Versona assists judgment. | Is the instantiated persona. | Rules, forge-logs/versona/<actor>/<session-id>/. |
Invoked inside or outside meetings. | P2 validation; P3 alignment. | Spans A–F by discipline. | User persona (PDLC); Product Management Versona (template scope). | Canonical; disambiguate Product Management Versona as named template. |
| Versona session | One interaction with a Versona — folder under forge-logs/versona/<actor>/<session-id>/; may include several activities (Versona framework — kinds, interfaces, processes, sessions). |
A meeting or ceremony object (different record model). | Single session; multi-activity allowed. | Invoker + owners for acted-on outcomes. | Session’s discipline lens. | SESSION.md, manifests, outputs; optional ember_log_ref. |
May align with review/refinement meetings. | P2–P3 evidence. | C1/C4-shaped when challenging. | Challenge pass = one activity type only. | Canonical; keep meeting / ceremony / Versona session distinction (Forge & planning — naming reference). |
| Meeting | Scheduled, accountable team collaboration — preferred public label for Forge events (Forge & planning — naming reference). | A Versona folder; not “ceremony” alone in external copy. | Calendar / team event. | Per ceremony matrices in Forge — ceremonies & events (prescriptive). | Optional discipline participation. | Agendas, notes → Ember Log / directives. | Is the meeting. | Realizes product + delivery intents across PDLC/SDLC. | Covers C1–C6 over time. | Ceremony = same events when mapping C1–C6. | Canonical public label for those events. |
| Forge Spark | Smallest delivery unit (~1–4 h), phase-prefixed; maps to WBS Task; same hierarchy, richer contract. | Product Spark; exploration spike. | Task-level execution. | Implementer primary; Owner accepts increment. | Scope/review for risk and quality. | Spark IDs, PRs, forge-logs/. |
Daily sync (Charge), review, verify. | Delivers Product Spark scope over iterations. | D–F execution; tags A–F. | Story/Task; informal “spark”. | Prefer Forge Spark when ambiguity exists. |
| Product Spark | Potentially shippable product slice: PoC, MVP, or phased increment. Aliases (same meaning): release slice, product increment. | Forge Spark (task). | Product / roadmap grain; many iterations. | Product hat / PM — value and scope. | Product Management Versona (roadmap DoR, fit). | Roadmap, WBS, planning docs. | Planning, roadmap gates, review. | P3 commitment; milestones. | Contains multiple Forge iterations. | Agile “increment”; milestone alignment. | Canonical head term; aliases allowed in context. |
| Charge | Today’s selected Forge Sparks — daily commitment; view on backlog, not a separate board. | Second backlog system; not a milestone. | Single day. | Team confirms; Engineering often leads execution. | Unblock sessions optional. | Daily Charge file / selection (Daily operations). | Daily sync (C3). | Reflects P3 commitments. | Build (D). | Sprint commitment (other methods). | Canonical; reinforce “view, not board”. |
| Ore | Raw intake — ideas, problems, opportunities before refinement. | Execution-ready work. | Backlog intake. | Product hat — intake quality (Forge — connection to the SDLC foundation). | Optional product/strategy lenses. | Backlog items as Ore. | Ore intake; refinement. | P1 feeds validated problems → Ore. | Discover / Prioritize (A). | Ungroomed ticket; “idea”. | Canonical upstream of Ingot. |
| Ingot | Refined, plannable work (often story-level) with acceptance criteria. | Spark; raw Ore. | Story-ready grain. | Product + Engineering refinement; Owner accepts. | Versonas at refinement. | Specs, AC, ADR links. | Refinement (C1). | P3 scoping. | Specify (B). | “Story”, “feature spec”. | Canonical between Ore and Spark. |
| Assay Gate | Evidence-based release decision (e.g. market-ready vs code-only). | Optional sign-off under pressure (anti-pattern). | Release decision point. | Governance steward; cross-hats participate. | Security/Compliance often. | Evidence package, checklists, release notes. | Assay Gate meeting. | P4 Launch readiness. | Verify/Release (E–F). | Informal “go-live”. | Canonical named gate vs generic approval. |
| PDLC | Product development lifecycle — Forge uses P1–P6; SDLC nested as Build & Release after P3 (Product development lifecycle (PDLC)). | Duplicate of SDLC naming. | Product-wide; months to years. | PM, UX, Tech Lead, etc. (§1). | Discipline bridges. | Vision, experiments, GTM, metrics. | Stage-style decisions; discovery cadences. | Is PDLC. | Contains SDLC for delivery. | Seven-phase benchmark vs P1–P6 — PDLC.md § Benchmark map · Forge & planning — naming reference. |
Canonical; point to PDLC.md. |
| SDLC | Delivery flow: Discover/Prioritize → … → Release — “building the product right” (Software development lifecycle). | PDLC; Forge-specific mechanics (those live under Forge). | Delivery lifecycle inside PDLC. | Owner / Implementer + methodology maps. | Per-discipline bridges. | Specs, tests, ADRs, release notes. | Ceremonies covering C1–C6 intents. | Runs inside PDLC post-commitment. | Is SDLC. | A–F shorthand vs reader-facing names. | Canonical; prefer reader-facing names on public pages. |
| Decision Record | Map to: Ember Log entries — trade-offs, risk acceptance, scope/priority changes; decision memory (Forge & planning — naming reference Ember Log). | Same as full ADR for every line. | Decision-point lines in ember-logs/. |
Governance + Owner for product decisions. | Prompt → Ember Log from §5 / activities. | ember-logs/YYYY-MM-DD.md. |
Any meeting with decisions. | P3–P5 strategic cuts. | All phases when scope/quality shifts. | “Decision log” (industry). | Treat as synonym for Ember Log entry or define project schema in sdlc/. |
| Retro Record | Map to: documented retro outputs + traceability to directives (evidence, owner, approval) per Forge — ceremonies & events (prescriptive) § “From retro to directives”. | A second parallel artifact system if it duplicates Ember Log + directives. | Per retro cycle. | Whole team; experiment owner. | Versona effectiveness review. | Retro notes → directive PRs/files. | Retro (C5). | Learnings → P5; new P1 Ore. | C5 Improve. | “Retrospective minutes” only. | Link retro documentation to directive updates explicitly. |
| Directive | Markdown files governing how the team works — sdlc/ rules, .cursor/rules/, norms, ADR-style process changes (Forge — ceremonies & events (prescriptive)). |
Informal chat without owner. | Team policy grain. | Named owner + governance approval. | May encode Versona norms. | Rules files, team norms. | Fed by retro. | Shapes P3–P6 execution. | Shapes SDLC application. | Charter, working agreement (if not in repo). | Canonical for governed team rules. |
| ADR (Architecture Decision Record) | Short record: context, decision, consequences for significant architectural choices (Software architecture body of knowledge). | Every Ember Log line; not every product pivot doc. | Architecture decision grain. | Tech lead / engineering accountability. | Architecture Versona may prompt. | docs/adr/ (typical). |
Design reviews, refinement. | P2 feasibility; P3 constraints. | Design (C). | Technical Decision Record as loose synonym. | ADR canonical; use Technical Decision Record only as plain-language alias for ADR, not for Ember Log or directives. |
The table above is a summary. The subsections below preserve full definitions, boundaries, and cross-links so nuance is not lost when cells are shortened.
Detailed concept notes
ForgeSDLC (Forge SDLC)
- What it is: Forge is a delivery methodology that plugs into the shared blueprint foundation: tracking spine + ceremony intents C1–C6. It defines how a team refines, scrutinizes, executes, and releases work — Ore → Ingot → Spark → Charge, evidence at Assay Gate, Ember Log for decision memory, and Versonas for discipline lenses (see Forge — connection to the SDLC foundation).
- Boundaries: Forge does not replace generic Software development lifecycle or Product development lifecycle (PDLC); it operationalizes SDLC phases A–F with Forge-specific mechanics and artifacts.
- Iteration: A Forge iteration is a delivery cycle (often 1–2 weeks) inside a Product Spark; scope and evidence are assessed at the iteration boundary (Forge & planning — naming reference).
- Prescriptive shape: Phase-tagged Sparks (
discover:…release:), traceability Ore → Ingot → Spark, Assay Gate non-negotiable for evidence-based release (Forge — connection to the SDLC foundation). - Naming: Publish Forge SDLC or Forge with a link to the methodology overview; ForgeSDLC (one word) is acceptable in branding only if defined once — avoid mixing spellings without a glossary entry.
Blueprints
- What it is: The Blueprints repository is reusable documentation and process packages:
sdlc/,pdlc/,disciplines/, and support packages — prescriptive framework text for any adopting project (README.md). - Framework vs methodology: Blueprints is the framework (shared vocabulary, lifecycles, templates). Forge is one methodology (operating detail) within that ecosystem, not the whole repo.
- Consumption: Sites such as blueprints.forgesdlc.com are handbook outputs; the source of truth for definitions remains Markdown in the blueprints repo (submodule in consumers).
Versona
- What it is: A discipline-focused virtual persona — typically AI-instantiated (e.g. Cursor rules) — that brings a professional lens; it is not an org chart role (Forge — roles (prescriptive), Versonas — discipline-focused virtual personas).
- §5 output: Teams may use a §5-shaped structured concern report (Versona contract); other activities (advise, draft, handoffs) are equally valid per Versona framework — kinds, interfaces, processes, sessions.
- Families: Engineering, Data, Product, Governance, Cross-cutting (e.g. Security) — see Forge — roles (prescriptive) table.
- Accountability: Versonas assist judgment; humans own delivery, release, and Ember Log integrity.
Versona session
- What it is: One interaction with a Versona: a folder under
forge-logs/versona/<actor>/<session-id>/, which may contain several activities (Versona framework — kinds, interfaces, processes, sessions §1). - Not a meeting: Meetings are calendar-accountable team events. Versona sessions are bounded discipline work with a different storage model — they do not replace daily sync, retro, or gates (Forge & planning — naming reference § “Meetings vs ceremonies vs Versona sessions”).
- Challenge pass: Informal name for a §5-shaped discipline review — one possible session activity, not the global meaning of “Versona” (Forge & planning — naming reference).
- Artifacts: Session manifests,
work_item_kindvalues (e.g.spark,spike_discipline), optionalember_log_refwhen a decision is logged (Forge & planning — naming reference).
Meeting
- What it is: Scheduled, accountable team collaboration — the preferred public label for Forge events in prescriptive docs (Forge & planning — naming reference).
- Ceremony: The same events are ceremonies when tied to blueprint intent types C1–C6 (Ceremony foundation (methodology-neutral)). Meeting = external-friendly label; ceremony = foundation mapping — not three competing object types vs Versona sessions.
- Inventory: Ore intake, refinement, planning, daily sync, review, Assay Gate, retro — inputs/outputs in Forge — ceremonies & events (prescriptive).
Forge Spark
- What it is: The smallest delivery unit (~1–4 hours), often phase-prefixed (
discover:,specify:,design:,build:,verify:,release:). It maps to WBS Task; Spark = Task — one hierarchy, one namespace, no duplicate WBS (Forge — deep-dive package (blueprint), Forge — major processes & flow maps). - Not a spike: Exploration / discipline spikes are time-boxed learning with a different lifecycle — not Forge Sparks (Discipline exploration spike — lifecycle and anchors).
- Traceability: Prescriptive rule: every Spark that ships should be linkable to parent Ingot and original Ore (Forge — connection to the SDLC foundation).
- PRs: Implementation slices for
build:andverify:Sparks (Forge — connection to the SDLC foundation).
Product Spark (release slice / product increment)
- What it is: A potentially shippable product slice — PoC, MVP, or phased increment. Aliases (same meaning): release slice, product increment (Forge & planning — naming reference).
- Why keep all three names: Product Spark is the canonical Forge head term; release slice and product increment help readers coming from other practices — they are not separate concepts.
- Grain: Spans multiple Forge iterations; roadmap and WBS alignment in Planning flow — vision to daily Sparks.
- Collision: Never conflate with Forge Spark (task-level).
Charge
- What it is: Today’s selected Forge Sparks — the daily commitment (Forge & planning — naming reference).
- View, not board: Charge is a label/filter on the existing backlog — not a second board or parallel system (Forge — connection to the SDLC foundation anti-patterns).
- Ceremony fit: Aligns with daily sync and C3 (Forge — connection to the SDLC foundation C3 — Plan the slice / Execute & unblock).
Ore
- What it is: Raw, unrefined intake — ideas, problems, opportunities — before refinement (Forge & planning — naming reference).
- Flow: Phase A (Discover) in the seven-phase benchmark map; continuous intake; feeds refinement Ore → Ingot (Forge — connection to the SDLC foundation).
- PDLC: Validated product problems from P1 feed the Ore pipeline (Forge ↔ SDLC ↔ PDLC bridge).
Ingot
- What it is: Refined, plannable work (often story-level) with acceptance criteria — the “spec” step between Ore and executable Sparks (Forge & planning — naming reference, Forge — connection to the SDLC foundation).
- Not: Not yet the Spark / task execution grain; not raw Ore.
Assay Gate
- What it is: An evidence-based release decision — e.g. market-ready vs code-only — with per-work-type evidence expectations (Forge & planning — naming reference, Planning flow — vision to daily Sparks).
- Anti-pattern: Skipping Assay Gate under schedule pressure is explicitly out of bounds in Forge prescriptive guidance (Forge — connection to the SDLC foundation anti-patterns).
- PDLC / SDLC: Ties to P4 Launch readiness and SDLC Release (F) / Verify (E) prep (Forge ↔ SDLC ↔ PDLC bridge).
PDLC
- What it is: Product development lifecycle — Forge documents P1–P6 in Product development lifecycle (PDLC): Discover problem → Validate solution → Plan & Commit → Launch → Grow → Mature/Retire (sunset).
- SDLC nesting: After P3, the generic SDLC runs as the Build & Release engine inside the product lifecycle (Product development lifecycle (PDLC) opening, PDLC ↔ SDLC bridge).
- Seven-phase benchmark: External “seven-stage” NPD language maps to P1–P6 for comparison; Forge does not claim seven public PDLC phases — see Benchmark map (seven-phase reference) and Forge & planning — naming reference.
SDLC
- What it is: Software delivery lifecycle in blueprint terms: Discover / Prioritize → Specify → Design → Build → Verify → Release — “building the product right” (Software development lifecycle).
- Shorthand: A–F is internal shorthand for bridges and examples; reader-facing names are primary on Software development lifecycle.
- Ceremony intents C1–C6: Recurring collaboration should cover these intent types over time; they do not replace artifact obligations (Software development lifecycle § “Ceremony intents vs phases”).
Decision Record (mapped term)
- Canonical mapping: This phrase is not a separate artifact type in Forge & planning — naming reference. Use Ember Log entries for operational decision memory: trade-offs, risk acceptance, scope/priority changes — stored under
ember-logs/YYYY-MM-DD.md(Forge & planning — naming reference Ember Log, Daily operations). - Separation from ADR: Ember Log captures why at decision points; ADRs capture architectural decisions with template structure (Software architecture body of knowledge).
- Project choice: Teams may add a local
sdlc/convention naming structured “decision records” if they still roll up to Ember Log and traceability rules.
Retro Record (mapped term)
- Canonical mapping: Retro outputs must be documented enough to feed directives — with evidence, owner, approval, and review/expiry per team governance (Forge — ceremonies & events (prescriptive) § “From retro to directives”).
- Minimum bar: Link retro notes, metrics, or Ember Log entries that justify directive changes; experiments may graduate into directive updates.
- Not: A duplicate artifact category if the same content is already captured as retro notes + PR to rules files — the important part is traceability, not the label “Retro Record.”
Directive
- What it is: Markdown files that govern how the team works — e.g. project
sdlc/rules,.cursor/rules/, team norms, ADR-style process decisions (Forge — ceremonies & events (prescriptive)). - Lifecycle: Retros produce experiments; successful changes become directive updates with evidence and owners — not informal chat.
ADR (Architecture Decision Record); Technical Decision Record
- ADR: Significant architectural choices documented with context, decision, and consequences — see Software architecture body of knowledge §3 and the ADR row in
../../../disciplines/documentation/templates/README.md. - Technical Decision Record: Use only as plain-language synonym for ADR in reader-facing copy. Do not use it as a second bucket for Ember Log lines or directives — that creates three-way confusion with Ember Log and directives.
Term-collision register
Known collisions and the canonical resolution (expand in Forge & planning — naming reference where cited).
| Collision | Parties | Canonical resolution |
|---|---|---|
| Spark | Forge Spark (task) vs Product Spark (product slice) | Different concepts; use full phrase or first-use disambiguation (Forge & planning — naming reference). |
| Spark | Forge Spark vs exploration / discipline spike | Spike = learning, different lifecycle (Discipline exploration spike — lifecycle and anchors). |
| Spark | Informal product spike vs Product Spark | “Product spike” = colloquial discipline spike on strategy — not a fourth official type, not a Product Spark. |
| Session | Versona session vs meeting | Different objects: meetings = calendar accountability; Versona sessions = forge-logs/versona/… (Forge & planning — naming reference). |
| Gate | Assay Gate vs PDLC stage gates / Stage-Gate | Assay = iteration release evidence; product gates = PDLC / approaches — see bridges. |
| Increment | Product increment (alias of Product Spark) vs generic agile Increment | Disambiguate with Product Spark or Forge iteration. |
| Persona | Versona vs user persona (PDLC) | Use Versona for discipline virtual persona; context for user/market personas. |
| Framework | Blueprints (framework) vs Forge (methodology) | Blueprints = reusable packages; Forge = methodology within SDLC practice. |
| Decision | Ember Log vs ADR vs Directive | Ember Log = operational decision memory; ADR = architecture; Directive = team rules evolution. |
| Record | Informal Decision Record / Retro Record vs Ember Log / retro → directives | Map industry phrases to Ember Log and retro-to-directive traceability (matrix rows above). |
Detailed collision notes
- Spark (three-way): (1) Forge Spark = WBS task-level delivery unit. (2) Product Spark = product slice (PoC/MVP/phase); aliases release slice, product increment. (3) Discipline / exploration spike = learning spike — see Discipline exploration spike — lifecycle and anchors. Product spike (informal) = discipline spike on product/strategy — not a fourth official spike type and not a Product Spark (Forge & planning — naming reference).
- Session vs meeting: Meetings carry human accountability on the calendar. Versona sessions live under
forge-logs/versona/and may occur inside or outside a meeting. Ceremonies name the same meetings when mapping C1–C6 (Forge & planning — naming reference § “Meetings vs ceremonies vs Versona sessions”). - Gate (two layers): Assay Gate = Forge iteration release evidence decision. PDLC stage gates (e.g. G1–G5 in bridges) and Stage-Gate NPD gates = product lifecycle decisions — different scope; align using PDLC ↔ SDLC bridge and Forge ↔ SDLC ↔ PDLC bridge.
- Increment: Product increment as an alias of Product Spark must be distinguished from generic Scrum “Increment” or informal “slice” language — prefer Product Spark or Forge iteration when clarifying (Forge & planning — naming reference).
- Persona: Versona (capital V) = discipline virtual persona in Forge. User/persona in Product development lifecycle (PDLC) = market/user research artifact — disambiguate by context.
- Framework vs methodology: Blueprints = reusable framework packages. Forge = methodology (how to run delivery) sitting on top of generic SDLC/PDLC text — avoid calling the whole repo “the Forge methodology.”
- Decision artifacts (three buckets): Ember Log = day-to-day decision memory and trade-offs. ADR = architecture decisions. Directives = team working rules updated from retros with evidence — not interchangeable labels (Forge — ceremonies & events (prescriptive), Software architecture body of knowledge).
Blueprint reference — align with Forge & planning — naming reference when planning or roles change.
On this page
Concept matrix Detailed concept notes ForgeSDLC (Forge SDLC) Blueprints Versona Versona session Meeting Forge Spark Product Spark (release slice / product increment) Charge Ore Ingot Assay Gate PDLC SDLC Decision Record (mapped term) Retro Record (mapped term) Directive ADR (Architecture Decision Record); Technical Decision Record Term-collision register Detailed collision notes