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docs: strategy as quarterly Linear editions (canon keeps ToC + scorecard guide)#48

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docs: strategy as quarterly Linear editions (canon keeps ToC + scorecard guide)#48
Oba-One wants to merge 3 commits into
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docs/strategy-editions

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@Oba-One

@Oba-One Oba-One commented Jul 19, 2026

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What

Splits strategy from canon, per the steward decision 2026-07-19.

  • Removes docs/strategy/strategy.md. Strategy is now written as a new Linear document each quarter (Strategy — Q3 2026, Strategy — Q4 2026, ...) on the Guild Operating System shelf. It is an operating artifact that belongs next to the initiatives it governs, not canon, and a single perpetually-edited file was neither versioned editions nor a Linear doc.
  • Keeps as canon: theory-of-change.md (yearly at most) and scorecard-and-branch-map.md (the operating guide), both updated to describe the editions model and the quarterly re-point ritual.

The Q3 2026 edition is live: https://linear.app/greenpill-dev-guild/document/strategy-q3-2026-d47b06eb1ec1

🤖 Generated with Claude Code

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coderabbitai Bot commented Jul 19, 2026

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Review Change Stack

📝 Walkthrough

Summary by CodeRabbit

  • Documentation
    • Updated strategy guidance to use quarterly, versioned strategy editions.
    • Clarified how strategies, outcomes, indicators, initiatives, and operating rituals are connected.
    • Refined branch, team, label, ownership, cadence, exemption, and scorecard guidance.
    • Added stricter indicator requirements, including machine-readable signals, dated current values, and recommended indicator counts.
    • Removed the former canonical strategy document and clarified that strategy editions are operating artifacts.

Walkthrough

Strategy documentation now treats Strategy as quarterly Linear editions rather than a canonical repository document. Scorecard guidance updates the cascade, rituals, branch mappings, indicator rules, exemptions, cadences, and history; the former canonical Strategy document was removed.

Changes

Strategy operating model

Layer / File(s) Summary
Quarterly strategy cascade
docs/strategy/scorecard-and-branch-map.md, docs/strategy/theory-of-change.md, docs/strategy/strategy.md
Defines quarterly Linear strategy editions, three operating tiers, aligned outcome cards, indicator registers, and quarterly initiative re-pointing; removes the former canonical Strategy document.
Operating mappings and review rules
docs/strategy/scorecard-and-branch-map.md
Updates branch ownership, initiative mappings, indicator validation, exemptions, cadences, and historical documentation for the Linear-first model.

Estimated code review effort: 2 (Simple) | ~10 minutes

Possibly related PRs

Poem

A quarterly map now blooms in view,
With Linear editions fresh and new.
Cards align and indicators gleam,
Branches guide the operating team.
Hop, hop—old canon fades from sight! 🐇

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Title check ✅ Passed The title clearly summarizes the main change: moving strategy to quarterly Linear editions while keeping canon docs.
Description check ✅ Passed The description is directly related to the changeset and accurately describes the split from canon and quarterly edition model.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
✨ Finishing Touches
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch docs/strategy-editions

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Actionable comments posted: 1

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/strategy/theory-of-change.md`:
- Line 29: Update the file header metadata to identify this document as the
canonical Theory of Change and Vision document, removing the “Canonical strategy
doc” designation. Leave the quarterly Strategy artifact description in the
surrounding content unchanged.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: CHILL

Plan: Pro

Run ID: 855a3adb-54f8-484e-a147-221ce18a192c

📥 Commits

Reviewing files that changed from the base of the PR and between b91a4da and 47e418a.

📒 Files selected for processing (3)
  • docs/strategy/scorecard-and-branch-map.md
  • docs/strategy/strategy.md
  • docs/strategy/theory-of-change.md
💤 Files with no reviewable changes (1)
  • docs/strategy/strategy.md
📜 Review details
🧰 Additional context used
📓 Path-based instructions (2)
**/*.md

📄 CodeRabbit inference engine (CLAUDE.md)

Link to the issue-creation flow in docs that ask someone to "open" an issue or RFC, not just the source template file

**/*.md: Do not introduce guild-wide Season framing in documentation
Do not describe the dev guild as the entire Greenpill Network in documentation
Avoid growth-hacking and trend-chasing voice in documentation: no FOMO, virality, leaderboards, streaks, or AI-first framing

Files:

  • docs/strategy/theory-of-change.md
  • docs/strategy/scorecard-and-branch-map.md
**/*.{md,yml,yaml}

📄 CodeRabbit inference engine (CLAUDE.md)

Search for and retire stale terms: app.charmverse.io, greenpill.network/dev-guild, FOMO, virality, leaderboards, streaks, AI-first, former dev-guild PM URL, retired funded-work file names, old GitHub grant lifecycle labels, and retired Claude routine filenames

Do not reintroduce the former dev-guild PM URL or old migration language for project-management state

Files:

  • docs/strategy/theory-of-change.md
  • docs/strategy/scorecard-and-branch-map.md
🔇 Additional comments (1)
docs/strategy/scorecard-and-branch-map.md (1)

5-13: LGTM!

Also applies to: 15-21, 22-31, 32-45, 46-52, 53-57, 58-63, 64-68

Strategy is not an initiative. Initiatives come from it.

- **Strategy** → this folder (`docs/strategy/`), canon, PR-reviewed.
- **Strategy** → quarterly editions as Linear documents on the `Guild Operating System` shelf (`Strategy — Q3 2026`, `Strategy — Q4 2026`, ...). A new edition each quarter; the series is the version history. Strategy is an operating artifact, not canon, so it lives next to the initiatives it governs.

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🎯 Functional Correctness | 🟠 Major | ⚡ Quick win

Remove the contradictory “Canonical strategy doc” framing.

Line 29 makes Strategy a non-canonical quarterly Linear artifact, but the file header still describes this document as the “Canonical strategy doc.” Rename that metadata to identify this file as the canonical Theory of Change and Vision document; otherwise readers still have conflicting source-of-truth instructions.

Proposed metadata fix
-> Canonical strategy doc. Near-static: reviewed yearly at most. Translated from the Charmverse workspace (exported to Drive April 2026; Charmverse retired). A Linear reference doc on the ops shelf points here.
+> Canonical Theory of Change and Vision doc. Near-static: reviewed yearly at most. A Linear reference doc on the ops shelf points here.
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/strategy/theory-of-change.md` at line 29, Update the file header
metadata to identify this document as the canonical Theory of Change and Vision
document, removing the “Canonical strategy doc” designation. Leave the quarterly
Strategy artifact description in the surrounding content unchanged.

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