Handbook
Roles, archetypes & methodology titles
This guide is **product-agnostic**. It names **delivery archetypes** (kinds of accountability), **detailed** expectations for each, and **how Scrum, Kanban, phased delivery, and XP** respectively **em
Roles, archetypes & methodology titles
Purpose
This guide is product-agnostic. It names delivery archetypes (kinds of accountability), detailed expectations for each, and how Scrum, Kanban, phased delivery, and XP respectively emphasize, split, or merge those accountabilities. It extends—but does not replace—the minimal pair in Software development lifecycle (SDLC) §1 (Owner, Implementer).
Audience: Teams adopting SDLC blueprint. Project-specific RACI or named people belong in the consuming repo’s sdlc/ or docs/, not here.
Handbook: ../docs/methodologies-roles.html (summary + navigation).
Document map
| Section | Contents |
|---|---|
| Vocabulary | Archetype, accountability, title, Owner/Implementer, Contributor |
| Attribute key | How to read the summary tables |
| 1–5 Archetypes (detailed) | Full breakdown + methodology tweaks per archetype |
| Blueprint defaults | Owner / Implementer vs archetypes |
| Quick reference: titles | One matrix — typical titles |
| Methodology roll-up | Scrum / Kanban / phased / XP — how each shifts the whole model |
| Specialty hats | Tech lead, QA, DevOps, … |
| Tracking foundation | Process roles vs Contributor |
| Related reading | Links to methodology guides |
Vocabulary
| Term | Meaning here |
|---|---|
| Archetype | A stable pattern of accountability—what class of questions someone answers—independent of job title or framework. |
| Accountability | An obligation to produce an outcome; may be shared or rotated. Distinct from a person’s employment role. |
| Title / hat | A named role in a methodology or org chart (e.g. Product Owner, Developer). One person often wears several hats. |
| Tweak | How a methodology changes emphasis (what is explicit, time-boxed, merged, or handed off)—not a different archetype. |
| Owner / Implementer | This blueprint’s default minimal pair for phase obligations in Software development lifecycle (SDLC); they map to archetypes below. |
| Contributor (tracking) | In repos that adopt sdlc/TRACKING-FOUNDATION.md, a Contributor is identity in the event stream (e.g. git author)—not the same as “Product Owner” unless that person also commits. |
Attribute key
For each archetype, the summary table uses:
| Attribute | What it captures |
|---|---|
| Primary accountability | The outcome they are expected to secure. |
| Questions they answer | Decisions and clarifications that stall without them. |
| Typical decision rights | Where “final say” usually sits (adjust locally). |
| Touches (SDLC phases) | Where Software development lifecycle (SDLC) work usually engages this archetype—A Discover → F Release. |
| Should not (anti-patterns) | Common confusions that create bottlenecks or gaps. |
Below each summary table, Detail sections spell out work and handoffs; Methodology tweaks spell out Scrum, Kanban, Phased delivery, and XP.
1. Demand & value
Summary
| Attribute | Content |
|---|---|
| Primary accountability | What is built next and why it matters; clarity of outcomes; acceptance that delivered work meets intent. |
| Questions they answer | What is the next most valuable slice? What is in / out of scope for this increment? What does “good enough” look like for users and business? |
| Typical decision rights | Ordering of work, scope trade-offs, acceptance at story/epic boundaries (often shared with Steer & govern on regulated work). |
| Touches (SDLC phases) | A–B strongly (priorities, specs, acceptance criteria); C–D consulted; E–F acceptance and release intent (business go/no-go where applicable). |
| Should not | Micromanage implementation details; own how the team executes day-to-day engineering (that belongs with Build & integrate). |
Default blueprint hat: Owner (primary).
Detail: responsibilities
- Prioritize the funnel of ideas into an ordered backlog (or equivalent) aligned to strategy and risk.
- Frame outcomes and constraints so Build can specify and implement without constant renegotiation of “what.”
- Accept or reject completed work against agreed criteria; escalate when Steer must resolve policy or funding conflicts.
- Represent user and business perspective in trade-offs (scope, date, quality)—without bypassing the team’s Definition of Done.
- Communicate changes in priority visibly (backlog, WBS, tracker) so traceability and ceremonies stay honest.
Detail: artifacts & interfaces
| Produces / curates (typical) | Consumes / depends on |
|---|---|
| Ordered backlog, roadmap views, acceptance notes | Feasibility input from Build; constraints from Steer |
| “Ready” criteria alignment with specs | Quality bar from Assure (DoD, release policy) |
| Stakeholder summaries for reviews | Flow health signals from Flow (impediments that are really priority conflicts) |
Interfaces: strongest with Build (clarity of scope), Assure (what evidence counts as done), Steer (non-negotiables). Weak or missing Demand shows up as priority churn or no one who can accept.
Detail: ceremony touchpoints (methodology-neutral)
- Planning horizons: participates in whatever replaces “what’s next” conversations (sprint planning, replenishment, phase scoping).
- Review / demo: confirms value delivered and feeds next ordering.
- Backlog refinement / analysis: sharpens items before Build commits deep implementation effort.
Methodology tweaks
| Methodology | How it tweaks Demand & value |
|---|---|
| Scrum | Product Owner is the named accountability for product backlog ordering and maximizing value. Sprint Review is the formal inspect-and-adapt moment with stakeholders; Sprint Goal concentrates this increment. PO is one voice into the Scrum Team for product direction—Developers still own how to meet the goal within the Sprint. |
| Kanban | No single prescribed title; requester, customer, or product manager often plays this archetype. Replenishment (or equivalent) replaces sprint-bound selection with continuous or rolling prioritization. Demand may sit off the board (portfolio) while the delivery board executes pull—clarity of who pulls what when is a policy choice, not framework magic. |
| Phased delivery | Sponsor and PM/BA dominate early phases (requirements baselines). After a baseline freeze, reordering is harder—this archetype shifts toward change control and gate evidence rather than weekly reprioritization. Acceptance may be formal UAT or regulated sign-off, not only a sprint review. |
| XP | Classic Customer / onsite customer is embedded with the team for fast feedback and story acceptance. Modern teams often use a PO-like person in the same archetype. Small releases mean this hat accepts very frequently; thin handoffs between “ask” and “build.” |
| Lean | Demand is defined through value-stream analysis—focus on what the customer values, eliminate everything else. Ordering follows last responsible moment and pull-based selection. No prescribed title; value-stream manager or product manager typically holds this archetype. |
| Spiral | Demand is framed as objectives in each spiral’s Q1. Stakeholders define goals and constraints; risk analysis (Q2) may reshape demand before commitment. Anchor-point milestones (LCO, LCA, IOC) are the formal acceptance gates. |
| V-Model | Demand is captured as formal requirements at the top-left of the V. Requirements must be testable — untestable requirements are reworked. Acceptance testing (top-right) formally validates against stakeholder needs. |
| DevOps | Demand includes operability requirements (SLOs, monitoring, deployment strategy) alongside functional requirements. "Done" means deployed and observable, not just "code complete." |
2. Build & integrate
Summary
| Attribute | Content |
|---|---|
| Primary accountability | Turning agreed work into a working, integrated product: design where needed, implementation, tests, docs updates per team rules. |
| Questions they answer | How do we implement this safely? What is the smallest shippable slice? What technical trade-offs are we making? |
| Typical decision rights | How to build within agreed scope; engineering standards and internal quality (refactoring, patterns) unless org policy overrides. |
| Touches (SDLC phases) | B–E core (specify, design, build, verify); A consulted; F hands-on release engineering often here or with Assure & ship. |
| Should not | Silently expand scope or bypass acceptance; ignore Definition of Done agreed with Demand & value. |
Default blueprint hat: Implementer (primary).
Detail: responsibilities
- Specify technical approach at the right level: APIs, data, UX implementation, performance where it matters.
- Implement and integrate continuously or on cadence; keep the product releasable per team policy.
- Maintain traceability (commits, PRs, REQ ids) so Assure and Steer can audit.
- Collaborate with Demand on feasibility and slicing; push back with options, not silent slips.
- Participate in quality practices (tests, reviews, pairing) even when a separate Assure role exists—build-quality is not “someone else’s phase” by default.
Detail: artifacts & interfaces
| Produces / curates (typical) | Consumes / depends on |
|---|---|
| Code, automated tests, migrations, configs | Prioritized, “ready” backlog items from Demand |
| Design notes, ADRs, API docs | Architecture constraints from Steer / Architect when mandated |
| PRs, CI configuration | Release and quality policies from Assure |
Interfaces: daily tension is healthy with Demand (scope vs time). Flow helps remove process blockers; Assure defines evidence for done.
Detail: ceremony touchpoints (methodology-neutral)
- Planning: commits to a realistic slice of work given capacity and unknowns.
- Daily sync: surfaces blockers and coordination needs.
- Review: demonstrates increment; receives feedback for next cycle.
Methodology tweaks
| Methodology | How it tweaks Build & integrate |
|---|---|
| Scrum | Developers (Scrum Guide term) are accountable for creating the Done increment, owning the Sprint Backlog, and the Definition of Done (with the whole Scrum Team). No sub-roles are required inside Developers—the framework is intentionally minimal. |
| Kanban | Delivery team / workers who pull items through explicit policies. Emphasis on WIP limits and flow over sprint commitment; roles are organizational, not defined by the Kanban method itself. Specialists (e.g. ops) may appear as swimlanes or classes of service. |
| Phased delivery | Build is often split by phase: analysts produce specs, architects produce design packages, developers implement after gate approval. Handoffs increase the need for documented interfaces and traceability; “you built the wrong thing” is traced to baseline quality, not only to the last coder. |
| XP | Collective ownership, pairing / ensemble, coding standard, TDD, refactoring—Build is a discipline, not only a role title. Sustainable pace is an explicit value: Build should not normalize heroics as process. |
| Lean | Small batches, eliminate waste (task switching, partially done work, handoffs). Build is empowered to improve their own process. Value-stream thinking asks: does this build activity add value or is it waste? |
| Spiral | Build scope is risk-adjusted per spiral. Early spirals may produce disposable prototypes; later spirals produce production-grade code. Team composition may change across spirals. |
| V-Model | Build descends the left side of the V: system design → detailed design → implementation. Each level’s output defines what the corresponding right-side test level will verify. Traceability is a build-time concern, not an afterthought. |
| DevOps | Build includes infrastructure (IaC), pipeline configuration, and monitoring instrumentation alongside application code. "You build it, you run it" — developers own operational readiness. |
3. Flow & improvement
Summary
| Attribute | Content |
|---|---|
| Primary accountability | Health of the delivery system: predictability, impediments, clarity of process, continuous improvement—without owning product priorities or line management by default. |
| Questions they answer | What is blocking flow? Are ceremonies useful? What experiments will we run to improve how we work? |
| Typical decision rights | Process facilitation and impediment escalation; not product backlog ordering (that stays with Demand & value unless explicitly merged). |
| Touches (SDLC phases) | Cross-cuts A–F via cadence; strongest in iterative methods (standups, planning, retro). |
| Should not | Become a proxy Product Owner or sole gate for all technical work; replace the team’s own accountability for quality. |
Default blueprint hat: Often absorbed by Owner or Implementer on small teams; in Scrum, maps to Scrum Master when staffed.
Detail: responsibilities
- Facilitate events so they stay time-boxed, inclusive, and outcome-oriented.
- Surface impediments; escalate when the team cannot resolve them (dependencies, policy, tooling).
- Protect the team from destructive interruptions—without isolating them from Demand’s legitimate need for answers.
- Coach toward agreed framework rules (Scrum, Kanban policies, phase entry criteria) and experiments from retrospectives.
- Measure system health (predictability, lead time, quality trends) where data exists—without using metrics for blame.
Detail: artifacts & interfaces
| Produces / curates (typical) | Consumes / depends on |
|---|---|
| Impediment lists, improvement actions | Team agreements, working agreements |
| Facilitation notes, retro outcomes | Board/tracker data, CI signals |
| Escalations to leadership / Steer | Priority conflicts raised honestly with Demand |
Interfaces: sits between Demand, Build, and Steer for organizational friction—not a substitute for any of them.
Detail: ceremony touchpoints (methodology-neutral)
- Standups / syncs, planning facilitation, retrospectives, service reviews—whatever the team uses to inspect and adapt the system.
Methodology tweaks
| Methodology | How it tweaks Flow & improvement |
|---|---|
| Scrum | Scrum Master is accountable for establishing Scrum as defined, coaching, and removing impediments. Serves PO, Developers, and the organization. Not the task master for the team’s technical work. |
| Kanban | Often merged into a service delivery manager, team lead, or rotating facilitator. Kanban explicitly includes feedback loops (e.g. service delivery review, operations review)—who facilitates is context-specific. |
| Phased delivery | PMO, phase manager, or QA manager may own process compliance and gate readiness more than “team coach.” Improvement is between phases or audit-driven as much as retro-driven. |
| XP | Coach is optional; many XP teams self-facilitate improvement with lightweight rituals. Values (communication, feedback, courage) substitute for a named process role when discipline is high. |
| Lean | Lean coach / sensei teaches problem-solving (A3, Five Whys) and facilitates Kaizen events. Value-stream manager owns end-to-end flow health. Improvement is continuous and systematic, not ad-hoc. |
| Spiral | Project manager plans spirals and coordinates stakeholders. Risk analyst drives Q2 risk identification and resolution. Flow is managed through quadrant transitions rather than sprint/flow cadence. |
| V-Model | Project manager coordinates design and test phases. Test manager orchestrates verification across V-levels. Flow is sequential with formal handoffs between levels. |
| DevOps | Platform engineers maintain CI/CD infrastructure. SRE owns reliability and error budgets. Flow is automated — the pipeline itself is the primary flow mechanism. Pipeline retrospectives improve delivery speed. |
4. Assure & ship
Summary
| Attribute | Content |
|---|---|
| Primary accountability | Fit for use / fit for release: verification, evidence, operational readiness, and release mechanics appropriate to risk. |
| Questions they answer | Are we confident this is safe to ship? What evidence do we need (tests, sign-offs, checklists)? What happens after deploy? |
| Typical decision rights | Quality gates, test strategy, release approval (sometimes shared with Steer & govern in regulated contexts). |
| Touches (SDLC phases) | D–F strong (build, verify, release); B–C consulted (testability, design for verification). |
| Should not | Become a late-stage only bottleneck if quality is not built in earlier (Build owns ongoing quality too). |
Default blueprint hat: Often part of Implementer until volume or regulation warrants QA, release manager, or SRE titles.
Detail: responsibilities
- Define or enforce Definition of Done, test pyramids, environments, and release checklists aligned to risk.
- Execute or oversee verification: automated suites, exploratory testing, performance/security where required.
- Package releases: notes, migrations, rollback plans, monitoring hooks.
- Coordinate with Steer when compliance evidence (signatures, baselines) is mandatory.
Detail: artifacts & interfaces
| Produces / curates (typical) | Consumes / depends on |
|---|---|
| Test plans, reports, release artifacts | Increments from Build |
| CI/CD quality gates | Policies from Steer |
| Operational runbooks | Acceptance criteria from Demand |
Interfaces: Build provides testable increments; Demand confirms value; Steer may require independent verification.
Detail: ceremony touchpoints (methodology-neutral)
- Release readiness reviews, go/no-go, post-release monitoring handoff.
Methodology tweaks
| Methodology | How it tweaks Assure & ship |
|---|---|
| Scrum | Definition of Done is created by the Scrum Team; Developers cannot declare work Done outside it. Product Owner accepts the increment (product/value lens)—distinct from “all tests green.” Separate QA org is optional and must not split accountability in a way that confuses Done. |
| Kanban | Policies explicit: per-column DoD, SLAs, maybe release train cadence. Assure is often embedded in columns (“ready for release”) rather than a separate phase. Metrics (cycle time, defects) inform policies. |
| Phased delivery | Verification is often a dedicated phase with formal test levels, IV&V, or regulatory validation. Evidence packages for gates are central; Assure may be organizationally separate from Build. |
| XP | TDD, CI, collective ownership merge much of Assure into Build. Small releases shrink the batch between “integrated” and “in users’ hands.” Separate QA is less common in textbook XP; discipline replaces phase. |
| Lean | Built-in quality — integrity is designed in, not tested in later. Quality practices (TDD, CI, automation) are part of flow, not a separate assurance phase. Defects are waste to be eliminated at the source. |
| Spiral | Risk review (Q2) provides systematic assurance before build commitment. Anchor-point milestones (LCO, LCA, IOC) are formal quality/readiness gates. Prototypes in early spirals provide assurance evidence for later build decisions. |
| V-Model | Formal verification at each V-level (unit → integration → system → acceptance). Traceability matrix links requirements to test evidence. IV&V (independent verification and validation) common in regulated contexts. |
| DevOps | Automated pipeline gates provide continuous assurance. SLOs and error budgets measure production reliability. Blameless post-mortems learn from failures. Assurance is automated and continuous, not a separate phase. |
5. Steer & govern
Summary
| Attribute | Content |
|---|---|
| Primary accountability | Boundary conditions outside the team’s day-to-day: funding, portfolio alignment, compliance, formal gates, legal/policy constraints. |
| Questions they answer | Are we still funded and aligned with strategy? What must be true for a phase or release to be approved? |
| Typical decision rights | Go/hold/stop at tollgates; may override scope or timing (with visible change control). |
| Touches (SDLC phases) | A (charter), phase exits, F (organizational release approval); intermittent through B–E as risk dictates. |
| Should not | Dictate daily backlog order for an empowered product team without a clear escalation path—that erodes Demand & value clarity. |
Default blueprint hat: Often outside the minimal Owner/Implementer pair; Owner may represent Steer on small internal products until a sponsor or board is named.
Detail: responsibilities
- Set non-negotiables: regulatory targets, security classes, contractual milestones.
- Approve major scope/cost/timeline changes through change control (
change.htmlin the handbook). - Allocate capacity across portfolios; resolve priority deadlocks escalated from Demand or Flow.
- Accept organizational risk for release when law or contract requires executive sign-off.
Detail: artifacts & interfaces
| Produces / curates (typical) | Consumes / depends on |
|---|---|
| Charters, gate minutes, compliance baselines | Roadmaps and requests from Demand |
| Audit responses, risk registers (org level) | Evidence from Assure |
| Funding decisions | Team forecasts from Build / Flow |
Interfaces: Demand operates within the steering box; Flow escalates systemic blockers; Assure supplies proof for gates.
Detail: ceremony touchpoints (methodology-neutral)
- Portfolio reviews, phase-exit / tollgate meetings, executive release approval.
Methodology tweaks
| Methodology | How it tweaks Steer & govern |
|---|---|
| Scrum | Explicitly outside the Scrum Team: stakeholders engage at Sprint Review; organizational impediments are Scrum Master territory to surface, Steer to resolve. Scrum does not define a “sponsor role”—that lives in org design. |
| Kanban | Portfolio Kanban or strategy boards may sit above the delivery board; Steer sets WIP and funding across streams. Service orientation can hide weak steering if Demand is fragmented—clarity at portfolio level still matters. |
| Phased delivery | Steer & govern is central: tollgates, CCB, baselines, compliance artifacts. This archetype is often heavier than in pure Scrum/XP teams. |
| XP | Thin explicit layer; Customer (Demand) is close to the team so many trade-offs resolve without a large governance apparatus—until regulation forces Steer back in. |
| Lean | Management as servant-leader — sets vision and constraints, removes organizational impediments, practices Gemba and Hoshin Kanri (policy deployment). Steer is about context, not commands. |
| Spiral | Anchor-point milestones (LCO, LCA, IOC) are the primary steering mechanism. Stakeholders make explicit go/no-go decisions based on risk evidence. Governance is integrated into the quadrant cycle, not layered on top. |
| V-Model | Design reviews (left-side gates) and test reviews (right-side gates) provide structured governance. Regulatory standards (ISO 26262, IEC 62304) may mandate specific gate criteria. |
| DevOps | Governance through automated gates and SLO policies. Error budgets make feature vs reliability trade-offs explicit and data-driven. Steer is less about meetings and more about policies embedded in automation. |
Blueprint defaults (Owner / Implementer)
| Blueprint role | Archetype coverage (typical) | Notes |
|---|---|---|
| Owner | Demand & value (primary); may hold Steer & govern proxy; sometimes Flow & improvement on tiny teams | Single face for priorities and acceptance per Software development lifecycle (SDLC). |
| Implementer | Build & integrate (primary); often Assure & ship; may share Flow & improvement | Updates specs, WBS, traceability per phase table in Software development lifecycle (SDLC). |
One person may be both Owner and Implementer; archetypes still help split attention (“which hat am I wearing for this decision?”).
Quick reference: titles on archetypes
Typical titles—your org may differ. Cells marked — mean the methodology is silent or org-specific.
| Archetype | Scrum (Guide) | Kanban | Phased delivery | XP |
|---|---|---|---|---|
| Demand & value | Product Owner | Customer / requester / PM | Sponsor; BA / PM (requirements) | Customer / onsite customer; often PO-like |
| Build & integrate | Developers | Delivery team / workers | Role-specialized implementers by phase | Developers; collective ownership |
| Flow & improvement | Scrum Master | Service mgr / coach / team lead | PMO / PM / phase manager | Coach (optional); self-organized |
| Assure & ship | DoD (team) + PO acceptance; QA org optional | Policies; column DoD; release cadence | QA / IV&V; formal release sign-off | TDD + CI embedded in Developers |
| Steer & govern | Stakeholders; org outside team | Portfolio / steering | Tollgates; CCB; compliance | Light; regulation adds weight |
Deep dives: Scrum · Kanban · Phased delivery · XP · Lean · Spiral · V-Model · DevOps · Agile umbrella
Methodology roll-up (all archetypes at a glance)
Use this when you think methodology-first (“we picked Scrum—what happens to each archetype?”).
Scrum
- Demand: Product Owner is explicit and singular for backlog order and value focus; Sprint and Sprint Goal time-box prioritization conversations.
- Build: Developers own how, Sprint Backlog, and Done increment; minimal internal dev sub-roles in the Guide.
- Flow: Scrum Master is explicit for Scrum adoption, impediments, coaching—distinct from PO and Developers.
- Assure: DoD is team-owned; acceptance is PO for the product increment; optional external QA must map clearly to Done.
- Steer: Outside the team; Review connects stakeholders; escalations via SM.
Kanban
- Demand: Often unnamed in the method; continuous replenishment and policies define how pull gets authorized.
- Build: Pull and WIP limits dominate; roles follow org, not the method.
- Flow: Embedded in feedback loops and service reviews; facilitator may rotate.
- Assure: Policies and per-state DoD; cycle time and quality metrics replace sprint boundaries.
- Steer: Portfolio and funding layers are common; Steer must not starve policy work (explicit WIP for improvements).
Phased delivery
- Demand: Front-loaded in requirements; baseline and change control constrain late reordering.
- Build: Sequential specialization and handoffs; traceability across phases is critical.
- Flow: Process compliance and gate readiness can outweigh team retros as improvement drivers.
- Assure: Separate verification phase and formal evidence are normal; independent testing frequent.
- Steer: Strongest expression—tollgates, CCB, signatures; git ≠ approval record.
XP
- Demand: Customer proximity; frequent acceptance; modern teams often PO-shaped.
- Build: Practices (TDD, pairing, CI, refactoring) thicken this archetype without new titles.
- Flow: Light named role; team owns improvement culturally.
- Assure: Merged into Build by default; release still needs operational clarity.
- Steer: Minimal unless domain regulation forces phased-style Steer on top of XP practices.
Lean Software Development
- Demand: Defined through value-stream analysis; focus on customer value; last responsible moment ordering. No prescribed title; product manager or value-stream owner typically holds this.
- Build: Empowered team eliminates waste; small batches; collective process improvement.
- Flow: Lean coach / sensei teaches problem-solving; value-stream manager owns end-to-end flow. Kaizen is continuous, not episodic.
- Assure: Built-in quality; defects are waste eliminated at the source. Quality is a practice, not a phase.
- Steer: Management as servant-leader; sets context via Gemba and Hoshin Kanri. Steering is about enabling, not commanding.
Spiral Model
- Demand: Objectives defined per spiral (Q1); risk analysis may reshape demand before commitment. Anchor-point milestones are formal acceptance gates.
- Build: Risk-adjusted scope per spiral. Early spirals produce disposable prototypes; later spirals produce production-grade work.
- Flow: Project manager coordinates spirals; risk analyst drives Q2. Flow follows quadrant transitions, not sprint/flow cadence.
- Assure: Risk review (Q2) provides systematic assurance. Anchor-point milestones (LCO, LCA, IOC) are formal gates.
- Steer: Governance integrated into quadrant cycle. Stakeholders make explicit go/no-go decisions based on risk evidence at milestones.
V-Model
- Demand: Formal requirements at the top of the V; must be testable. Acceptance testing formally validates against stakeholder needs.
- Build: Descends the left side: system design → detailed design → implementation. Each level defines corresponding test targets.
- Flow: Sequential with formal handoffs. Project manager coordinates phases; test manager orchestrates verification levels.
- Assure: Formal verification at each V-level. Traceability matrix links requirements → tests → evidence. IV&V for regulated contexts.
- Steer: Design and test review gates provide structured governance. Regulatory standards may mandate specific criteria.
DevOps
- Demand: Includes operability requirements (SLOs, monitoring, deployment) alongside functional needs. Done = deployed and observable.
- Build: Includes infrastructure, pipeline, and monitoring alongside application code. "You build it, you run it."
- Flow: Automated via CI/CD pipelines. Platform engineers maintain infrastructure. Pipeline retrospectives improve delivery speed.
- Assure: Automated pipeline gates and SLO/error budget management. Post-mortems extract learning from incidents. Continuous, not phase-based.
- Steer: Governance through automation and policies. Error budgets make feature vs reliability trade-offs data-driven.
Agile umbrella (agile.md)
Agile does not add a sixth archetype. Teams blend: e.g. Scrum cadence + Kanban flow metrics + XP practices. Tweaks stack: name who holds each archetype after you choose the primary cadence (iteration vs flow vs gates).
Specialty hats (common expansions)
When teams grow, titles slice Build or Assure further. Map them back to archetypes to avoid duplicate accountability.
| Typical title | Primary archetype | Secondary touch |
|---|---|---|
| Tech / engineering lead | Build & integrate | Demand & value (consulted on feasibility and sequencing) |
| QA / test engineer | Assure & ship | Build & integrate (shift-left, automation) |
| DevOps / SRE / platform | Assure & ship | Build & integrate (tooling, pipelines) |
| Security champion / AppSec | Assure & ship | Steer & govern (policy), Build (secure design) |
| Release manager | Assure & ship | Steer & govern (compliance evidence) |
| UX / product designer | Demand & value | Build & integrate (interaction detail, specs) |
| Architect | Build & integrate | Steer & govern (standards, NFRs) when mandated |
Tracking foundation (same repo pattern)
If the project adds sdlc/TRACKING-FOUNDATION.md, remember:
- Archetypes / titles answer process (“who decides?”).
- Contributor answers telemetry (“who appears in commits or logged events?”).
A Product Owner who never commits may be invisible in commit-only dashboards; that is a reporting limit, not proof they did not contribute. See agentic SDLC for human vs bot identity policy.
Related reading
| Doc | Why |
|---|---|
| Software development lifecycle (SDLC) §1–2 | Minimal Owner / Implementer and phase obligations |
| Ceremonies — foundation | Intent types C1–C6 × phases × archetypes (who leads rituals) |
| Scrum | Official accountabilities and events |
| Kanban | Service-oriented roles and policies |
| Phased delivery | Gates and Steer & govern |
| XP | Practices that merge quality into Build |
| Lean | Value-stream thinking; eliminate waste; empower the team |
| Spiral | Risk-driven iteration; anchor-point milestones |
| V-Model | Verification/validation pairing; traceability |
| DevOps | Culture + practices unifying Dev and Ops; CI/CD, monitoring |
| Agentic SDLC | Agents, review, contributor identity |
Canonical source
Edit https://github.com/autowww/blueprints/blob/main/sdlc/methodologies/roles-archetypes.md first; regenerate with docs/build-handbook.py.