Idea Capture
Capture the idea, intent, and measurable outcome.
- North star statement is clear
- Success metrics are defined
Refinery stages · Step 2 of 9
Brainstorm project · Charter
Lock the north star, constraints, and refined concept.
Brainstorm · 8% of journey
Idea → Live✓Idea Capture
•Build Plan
•Refinery
•Tools & DB Prep
•Git Prep
•Prebuild Review
•Build Run
•Beta / Progress Testing
•Deep DB Review
•Subsystem Readiness
•Go Live Review
•Live Management
Your next step
Refinery · Charter
Lock the north star, constraints, and refined concept.
Chief of Staff
Lock the north star, constraints, and refined concept. Answer the charter questions in Chat (north star, success criteria, constraints). Confirm each echo, then advance when the charter is complete.
How to do it
- 1.Answer the charter questions in Chat (north star, success criteria, constraints).
- 2.Confirm each echo, then advance when the charter is complete.
All steps & checklists
Operational Flow
Guided delivery path from idea to live operations. Current lane: Brainstorm.
Idea → Refinery
Done
Build Plan
Turn idea into an implementation path and milestones.
- Phase 1 scope is defined
- Milestones and dependencies captured
Refinery
Finalize the guided pass before handoff to build lane.
- Review gate is complete
- Push-to-testing rationale recorded
Testing / Beta Build Ops
Tools & DB Prep
Prepare data model, services, credentials, and operational tooling.
- Dedicated Supabase project provisioned (Dewey)
- Database schema/migrations are ready
- Service credentials and env vars are configured
- External integrations are staged (APIs, webhooks)
This phase becomes editable in the Testing lane.
Git Prep
Provision the project repository, then set branch strategy and PR checks.
- Dedicated project repository provisioned (GitHub Gary)
- Branch and merge strategy agreed
- Preflight checks pass (format/lint/test gates)
- Release notes or change log started
This phase becomes editable in the Testing lane.
Prebuild Review
Final review before entering build execution.
- Scope lock confirmed (no new feature creep)
- Acceptance criteria are frozen
- Owner sign-off captured for full build run
This phase becomes editable in the Testing lane.
Build Run
Execute the full build and integration pass.
- Build run initiated
- Build and automated checks complete successfully
- Build artifacts are published and accessible
This phase becomes editable in the Testing lane.
Beta / Progress Testing
Validate the build on the designated beta URL.
- Beta URL is assigned (e.g. example.pufu.ai)
- Smoke tests pass on beta URL
- Operator acceptance testing is complete
This phase becomes editable in the Testing lane.
Deep DB Review
Verify migrations, integrity, and performance before live.
- Migration integrity verified
- Backfill and data integrity reviewed
- Rollback and restore plan is documented
This phase becomes editable in the Testing lane.
Subsystem Readiness
Confirm every critical subsystem is release ready.
- Dashboard layer readiness confirmed
- Backend/services readiness confirmed
- Frontend/UI readiness confirmed
- Stripe/payment readiness confirmed
- User/auth management readiness confirmed
- Marketing/comms readiness confirmed
This phase becomes editable in the Testing lane.
Go Live Review
Final go/no-go gate for production launch.
- Risks and mitigations reviewed
- Monitoring/alerts are configured
- Final launch approval is captured
This phase becomes editable in the Testing lane.
Live Management
Live Management
Operate, observe, and iterate post-launch.
- Post-launch monitoring cadence active
- User feedback loop is active
- Next iteration backlog is maintained
This phase becomes editable in the Live lane.
Full Lifecycle Map
✓ Idea Capture
• Build Plan
• Refinery
• Tools & DB Prep
• Git Prep
• Prebuild Review
• Build Run
• Beta / Progress Testing
• Deep DB Review
• Subsystem Readiness
• Go Live Review
• Live Management