Baseline Reports — project-state v2.0

April 28, 2026baselinemilestonesrisksroadmapv2.0
# Baseline Reports — project-state v2.0

With v2.0 released and the system eating its own dogfood, it's time to establish baselines. These five snapshots capture the starting position — every future progress report measures against them.

---

## 1. Milestone Baseline

| Metric | Value |
|--------|-------|
| Total milestones | 10 |
| Complete | 1 (M01) |
| Planned | 9 (M02–M10) |
| Overall completion | 10% |
| Deliverables | 30 |

### Schedule

| ID | Title | Planned | Status |
|----|-------|---------|--------|
| M01 | v2.0 Release — Generic Core + Compliance Packs | Apr 24–27 | **complete** |
| M02 | Harden Starter Packs to Production | May 1 – Jun 30 | planned |
| M09 | Substrate Validation & Health Check Suite | May 15 – Jun 30 | planned |
| M03 | Visual Reporting Matrix Editor | Jun 1 – Jul 31 | planned |
| M08 | Orchestrator Scheduling + Cron Integration | Jun 15 – Aug 15 | planned |
| M04 | Pack Registry — Install by Name | Jul 1 – Aug 31 | planned |
| M10 | v2.1 Release | Aug 15 – Sep 15 | planned |
| M05 | Compliance Packs Wave 1 — Academic & Federal | Aug 1 – Oct 31 | planned |
| M07 | Multi-Project Dashboard | Sep 1 – Nov 30 | planned |
| M06 | Compliance Packs Wave 2 — Industry & Regulatory | Oct 1 – Dec 31 | planned |

### Priority Tiers

- **Must-ship (v2.1):** M09 (validation suite), M02 (pack hardening)
- **Should-ship (v2.1):** M08 (orchestrator scheduling), M03 (matrix editor)
- **Defer (v2.2+):** M04, M07, M05, M06
- **Gate:** M10 (ships when must-ship milestones complete)

### Timeline

```
2026     Apr    May    Jun    Jul    Aug    Sep    Oct    Nov    Dec
M01  ████ (done)
M02         ████████████
M09              ██████████
M03                  ████████████
M08                ██████████████
M04                       ████████████
M10                                ████
M05                                ██████████████
M07                                    ████████████████
M06                                         ████████████████
```

---

## 2. Risk Register

11 risks identified from a deep analysis of the actual codebase and substrate.

### Heat Map

| Score | Count | IDs |
|-------|-------|-----|
| 9 (Critical) | 3 | R-01, R-03, R-07 |
| 6 (High) | 5 | R-02, R-04, R-06, R-09, R-10 |
| 4 (Medium) | 3 | R-05, R-08, R-11 |

### Critical Risks

**R-01: Single maintainer — bus factor of one** (9)
One person designs, builds, tests, documents, and deploys. If unavailable, no one else can maintain the system. Mitigation: document everything, make the substrate self-describing, open-source the spec.

**R-03: Zero automated tests or CI/CD** (9)
No test suite, no CI pipeline, no pre-commit hooks. Schema changes could silently corrupt existing substrates. Mitigation: M09 (validation suite) is the highest-priority milestone.

**R-07: Overlapping timeline — 9 milestones in 5 months** (9)
Aggressive roadmap for a single maintainer. Mitigation: ruthless prioritization. Must-ship M09 + M02; defer M04, M07, M05, M06 to v2.2+.

### Immediately Actionable

| Risk | Action | Effort |
|------|--------|--------|
| R-02 | Update orchestrator SKILL.md to v2 skill names | 1 hour |
| R-04 | Create missing agile-default profile YAMLs | 2 hours |
| R-08 | Add error logging in lib/state.ts | 30 min |

---

## 3. Roadmap Timeline

Five roadmap phases spanning April–December 2026:

1. **Foundation (April)** — COMPLETE. v2.0 shipped with 18 skills, 5 packs, full docs.
2. **Hardening (May–June)** — M02 + M09. Prevent silent corruption, make packs production-ready.
3. **Automation (June–August)** — M03 + M08. Self-driving orchestrator, visual matrix editor.
4. **Distribution (July–September)** — M04 + M10. Pack registry, v2.1 release gate.
5. **Compliance Expansion (August–December)** — M05 + M06 + M07. New packs, portfolio dashboard.

**Critical path:** M01 (done) → M02 + M09 (parallel) → M08 → M10

---

## 4. Reporting Matrix

3 entries, 2 active surfaces:

| Report | Cadence | Surface | Generator |
|--------|---------|---------|-----------|
| Monday tracker email | Weekly (Monday) | blog | project-status-reporter |
| Sprint retrospective | Sprint-aligned | blog | project-review-meeting |
| Reference documentation | On-publish | website | project-website-publisher |

Lean but appropriate for a single-maintainer open-source project. Slack, Gmail, and Calendar are available but disabled — no one to notify besides the maintainer.

---

## 5. Project Identity

**project-state** is an open-source operational substrate for multi-stakeholder projects. It provides 18 skills and 5 compliance packs that turn any project into a system where routine reporting is a byproduct of normal work.

The substrate is a typed filesystem — plain YAML, JSON, NDJSON, and markdown files. No database, no API, no vendor lock-in. A shared drive or git repo is all you need.

This project uses itself as its own operational substrate. The `.project-state/` directory manages the project-state system's own roadmap, risks, decisions, and reporting. The system proves its value by running itself.

| Stat | Value |
|------|-------|
| Skills | 18 |
| Packs | 5 (1 production, 4 starter) |
| Milestones | 10 (1 complete) |
| Risks | 11 |
| Decisions | 1 |
| Phase | 04-release (agile-default) |
| Team | 1 person |

---

*These baselines were generated on 2026-04-28. All future progress reports measure against these starting positions.*