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Align Methodics with the Release Management process - #34

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Align Methodics with the Release Management process#34
Jirka3Key wants to merge 3 commits into
mainfrom
docs/methodics-alignment

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@Jirka3Key

@Jirka3Key Jirka3Key commented Jul 3, 2026

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Standing alignment PR

This is the accumulating draft PR for aligning the Methodics with the Release Management process being drafted in PM_Reporting/docs/release-management.md. Each discrepancy we resolve in favour of the RM document lands here as a separate commit; the PR stays in draft until we decide the batch is complete, then it is marked ready and merged as one review.

Commits so far

1. Epic breakdown and estimate ownership → Epic Owner (8293a35)

The RM document introduces the Epic Owner — the Epic's Assignee with an explicit mandate. The Methodics previously assigned the Epic breakdown and the Epic-level Estimate to the PM. Resolution: RM wins, Methodics updated:

  • §2.2 (Epic lifecycle): breakdown during Planning is driven by the Epic Owner; PM still owns the status transitions.
  • §2.6 Phase 2: the Epic Owner invokes /epic-breakdown.
  • §3.1 Assignees: Epic assignee = Epic Owner. Estimate: owned by the Epic Owner for Epics (was: PM).
  • §10: new Epic Owner role; PM now sets Start/End Date and verifies Complexity/Estimate; Developer estimates coordinated by the Epic Owner.
  • Quick Start updated; document version bumped to 1.1.

2. PM/PO review removed from the Epic breakdown flow (f95c446)

The RM process (chapter 5, step 2) has the breakdown reviewed by the Tech Lead (technical accuracy) and QA (testing coverage) only. Resolution: RM wins, Methodics updated:

  • §2.6 Phase 3: the "PM/PO reviews (business scope)" step removed; remaining steps renumbered; flowchart node removed.
  • §10 PM: "Reviews all sub-issues proposed by /epic-breakdown" bullet removed.
  • §10 Product Owner: "Approves Epic breakdowns (business scope)" bullet removed.

3. Epic Estimate = sum of sub-issue estimates (da4031c)

The estimation model per the RM process: sub-issues are estimated individually — by the Epic Owner, the assigned developer, or QA — and the Epic's Estimate is the sum of those values, with the Epic Owner responsible for it (replaces the earlier "not sum of children" top-down model):

  • §3.1 Estimate field definition and "Set by" column updated.
  • §3.5: the human estimate (any of the three estimators) overrides the skill's suggestion.
  • §10 Epic Owner and Developer bullets updated.

🤖 Generated with Claude Code

Jirka3Key and others added 3 commits July 3, 2026 13:54
Align the Methodics with the Release Management process
(PM_Reporting/docs/release-management.md, section 8): the Epic
Owner — the Epic's Assignee — now drives the Epic breakdown,
distributes work, and owns the Epic's estimates. The PM retains
status transitions, Start/End Date, business prioritization, and
review of proposed sub-issues.

Adds the Epic Owner role to section 10 and updates section 2.2,
2.6, 3.1, and the Quick Start accordingly. Bumps the document
version to 1.1.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Align with the Release Management process: the breakdown review
is done by the Tech Lead (technical accuracy) and QA (testing
coverage) only. Removes the PM/PO review step from section 2.6
Phase 3 and its flowchart, and the corresponding review bullets
from the PM and Product Owner roles in section 10.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Align with the Release Management process: sub-issues are
estimated individually — by the Epic Owner, the assigned
developer, or QA — and the Epic's Estimate is the sum of those
values, with the Epic Owner responsible for it. Updates the
Estimate field definition (section 3.1), the estimate suggestion
note (section 3.5), and the Epic Owner and Developer roles
(section 10).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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sonarqubecloud Bot commented Jul 9, 2026

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