feat: Update standup guidelines for clarity and audience accessibility
This commit is contained in:
@@ -49,6 +49,8 @@ Before drafting:
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- exclude items that are not directly tied to a story unless they are true blockers
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- exclude items that are not directly tied to a story unless they are true blockers
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- when one Jira item has multiple concrete updates, group them under one top-level `JIRA-ID - Title` bullet with indented markdown sub-bullets instead of repeating the same Jira line
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- when one Jira item has multiple concrete updates, group them under one top-level `JIRA-ID - Title` bullet with indented markdown sub-bullets instead of repeating the same Jira line
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- use `vault/03-context/workstreams/flow-page-references.md` to preserve real flow/page identifiers when shorthand appears in logs or messages
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- use `vault/03-context/workstreams/flow-page-references.md` to preserve real flow/page identifiers when shorthand appears in logs or messages
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- for standups that will also be sent to Teams, prefer plain language over internal implementation jargon; avoid unexplained terms like `fallback`
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- if work is in release-process waiting state, show the parallel story work explicitly instead of implying idle waiting
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Return a standup that is:
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Return a standup that is:
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@@ -23,6 +23,8 @@ Requirements:
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- Prefer evidence-backed statements over assumptions
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- Prefer evidence-backed statements over assumptions
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- Write in natural US English that can be forwarded externally without rewriting
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- Write in natural US English that can be forwarded externally without rewriting
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- Write the standup as David's external progress report
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- Write the standup as David's external progress report
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- For standups that will also be sent to Teams, prefer plain outcome language over internal implementation jargon; avoid terms like `fallback` unless they are explained well enough for a broader audience
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- If a release or propagation step is waiting on approvals or pipeline work, make the parallel work explicit instead of sounding like the day is blocked on waiting alone
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- Do not mention Jeff by name
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- Do not mention Jeff by name
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- Do not mention Mattermost because it is internal-only communication
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- Do not mention Mattermost because it is internal-only communication
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- Use bullet points for each item
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- Use bullet points for each item
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@@ -18,7 +18,7 @@ tags:
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- Follow up on active tickets through `vault/02-work-items/`, especially `PDIAP-14859`, `PDIAP-15765`, `PDIAP-15836`, and `PDIAP-15838`
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- Follow up on active tickets through `vault/02-work-items/`, especially `PDIAP-14859`, `PDIAP-15765`, `PDIAP-15836`, and `PDIAP-15838`
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- Wrap up `PDIAP-14859` by publishing the approved rollout document, linking the spike-result documents and follow-up story, then closing the spike
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- Wrap up `PDIAP-14859` by publishing the approved rollout document, linking the spike-result documents and follow-up story, then closing the spike
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- After the immediate `PDIAP-14859` closeout and `PDIAP-15765` resume work, return to `PDIAP-15838`; `PDIAP-15836` comes later
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- After the immediate `PDIAP-14859` closeout and `PDIAP-15765` resume work, return to `PDIAP-15838`; `PDIAP-15836` comes later
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- Finish `PDIAP-15765` propagation after the XFlow `2.8.48` release by getting the remaining XFlowViewMaker code-owner approval, then run the pipeline and update Fid4 before returning to `PDIAP-15838`
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- Finish `PDIAP-15765` propagation after the XFlow `2.8.48` release by getting the remaining XFlowViewMaker code-owner approval, then run the pipeline and update Fid4 while continuing `PDIAP-15838` in parallel where possible
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- Keep the separate `HybridBrokerageAccountOpening` / `JointIdentityCheck` scenario out of `PDIAP-15765` scope unless later evidence proves it belongs there
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- Keep the separate `HybridBrokerageAccountOpening` / `JointIdentityCheck` scenario out of `PDIAP-15765` scope unless later evidence proves it belongs there
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- Include feature-flag planning for the broader UIKit-removal spike, including dismissal sequencing changes that affect consumers
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- Include feature-flag planning for the broader UIKit-removal spike, including dismissal sequencing changes that affect consumers
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- Thoroughly verify current `ApexBridgingAddressComponent` / rule-loading usage before describing it as inactive or dead code
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- Thoroughly verify current `ApexBridgingAddressComponent` / rule-loading usage before describing it as inactive or dead code
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@@ -68,6 +68,8 @@ tags:
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- Standups should use bullet points for each item, but avoid dash-separated title formatting inside the sentence body
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- Standups should use bullet points for each item, but avoid dash-separated title formatting inside the sentence body
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- When one Jira item has multiple concrete updates, prefer one top-level Jira bullet with indented sub-bullets rather than repeating the same Jira line multiple times
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- When one Jira item has multiple concrete updates, prefer one top-level Jira bullet with indented sub-bullets rather than repeating the same Jira line multiple times
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- When pairing a Jira ID with a title in standups, prefer a simple hyphen after the ID or omit punctuation instead of using commas
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- When pairing a Jira ID with a title in standups, prefer a simple hyphen after the ID or omit punctuation instead of using commas
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- For Friday standups that may also be sent to Teams, prefer plain language over internal implementation terms; avoid words like `fallback` unless the meaning is obvious to the audience
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- When a release item is waiting on approvals or pipeline work, make the parallel story work explicit instead of making the update sound blocked on waiting alone
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- Standups should omit side questions or manager-only context refreshes unless they materially changed story work
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- Standups should omit side questions or manager-only context refreshes unless they materially changed story work
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- If a root cause document or other documentation update directly supports a story, it should be reported under that story instead of as a separate standalone item
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- If a root cause document or other documentation update directly supports a story, it should be reported under that story instead of as a separate standalone item
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- Standups should omit items not tied to a story unless they are real blockers
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- Standups should omit items not tied to a story unless they are real blockers
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@@ -2,7 +2,7 @@
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type: process
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type: process
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project: fidelity
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project: fidelity
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status: active
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status: active
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updated: 2026-04-16
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updated: 2026-04-17
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tags:
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tags:
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- process
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- process
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- fidelity
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- fidelity
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@@ -35,6 +35,8 @@ When the format fits, prefer:
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- If the previous calendar day has no project activity because of weekend, holiday, or OOO, use the latest prior day with Mattermost activity.
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- If the previous calendar day has no project activity because of weekend, holiday, or OOO, use the latest prior day with Mattermost activity.
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- For standups, when a Jira item has multiple concrete updates, use one top-level `JIRA-ID - Title` bullet and indented markdown sub-bullets instead of repeating the same Jira line.
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- For standups, when a Jira item has multiple concrete updates, use one top-level `JIRA-ID - Title` bullet and indented markdown sub-bullets instead of repeating the same Jira line.
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- When a flow/page shorthand could be ambiguous, prefer the real flow identifier and page name from `vault/03-context/workstreams/flow-page-references.md`.
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- When a flow/page shorthand could be ambiguous, prefer the real flow identifier and page name from `vault/03-context/workstreams/flow-page-references.md`.
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- For standups that may also be sent to Teams, prefer plain audience-friendly wording over internal implementation shorthand; avoid terms like `fallback` unless the audience already has the necessary context.
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- When a release is waiting on approvals or pipeline movement, make the concurrent work explicit so the update does not imply idle waiting.
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- Avoid vague phrasing such as:
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- Avoid vague phrasing such as:
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- "same behavior"
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- "same behavior"
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- "looks fixed"
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- "looks fixed"
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@@ -19,3 +19,9 @@ tags:
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- One code-owner approval is still required before the PR can merge.
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- One code-owner approval is still required before the PR can merge.
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- After that approval, the remaining work is to run the pipeline and update Fid4 so the XFlow `2.8.48` change propagates through the consumer path.
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- After that approval, the remaining work is to run the pipeline and update Fid4 so the XFlow `2.8.48` change propagates through the consumer path.
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- `PDIAP-15838` remains the next story after the `PDIAP-15765` propagation steps are in a good place.
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- `PDIAP-15838` remains the next story after the `PDIAP-15765` propagation steps are in a good place.
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## Standup Wording Feedback
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- Jeff said not to use `fallback` in the standup wording because a broader audience will not understand that term without extra context; prefer plain outcome wording like `Got the PR approved`.
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- Jeff clarified that when `PDIAP-15765` is waiting on approvals or pipeline movement, the standup should explicitly say David is returning to GraphQL removal work rather than sounding like the day is blocked on waiting.
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- David updated the standup wording with those changes and sent the final version.
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