Initial commit: add .gitignore and README
This commit is contained in:
defiQUG
281
PROPOSAL_SUBMISSION_WALKTHROUGH.md
Normal file
281
PROPOSAL_SUBMISSION_WALKTHROUGH.md
Normal file
@@ -0,0 +1,281 @@
|
||||
# Proposal Submission Walkthrough
|
||||
|
||||
**Version**: 1.0
|
||||
**Date**: 2025-01-27
|
||||
**Purpose**: Step-by-step guide for submitting Tier-1 proposals
|
||||
|
||||
---
|
||||
|
||||
## Overview
|
||||
|
||||
This walkthrough guides you through the complete process of submitting a formal proposal to Tier-1 canonical systems.
|
||||
|
||||
---
|
||||
|
||||
## Step 1: Determine If Proposal Is Required
|
||||
|
||||
Use the decision tree in [GOVERNANCE_QUICK_REFERENCE.md](./GOVERNANCE_QUICK_REFERENCE.md) to determine if a formal proposal is required.
|
||||
|
||||
**Key Questions**:
|
||||
- Is this a Tier-1 system change?
|
||||
- Does it affect constitution, architecture, interfaces, or policies?
|
||||
- Does it impact multiple systems?
|
||||
|
||||
If yes to any, proceed with formal proposal.
|
||||
|
||||
---
|
||||
|
||||
## Step 2: Prepare Your Proposal
|
||||
|
||||
### 2.1 Copy Template
|
||||
|
||||
```bash
|
||||
cd proposals/active
|
||||
cp ../../CANONICAL_PROPOSAL_TEMPLATE.md PROPOSAL-YYYY-MMDD-NNN.md
|
||||
```
|
||||
|
||||
Replace `YYYY-MMDD-NNN` with:
|
||||
- Current date (YYYY-MM-DD)
|
||||
- Sequential number (001, 002, etc.)
|
||||
|
||||
### 2.2 Complete Proposal Sections
|
||||
|
||||
Fill in all required sections:
|
||||
|
||||
1. **Executive Summary** (2-3 sentences)
|
||||
2. **Rationale and Justification**
|
||||
- Problem statement
|
||||
- Proposed solution
|
||||
- Constitutional alignment
|
||||
3. **Impact Assessment**
|
||||
- Affected systems
|
||||
- Scope of change
|
||||
- Breaking changes
|
||||
4. **Recognition Requirements** (leave blank, filled during review)
|
||||
5. **Implementation Plan**
|
||||
- Phases
|
||||
- Timeline
|
||||
- Resources
|
||||
6. **Risk Assessment**
|
||||
- Technical risks
|
||||
- Governance risks
|
||||
- Mitigation strategies
|
||||
7. **Testing and Validation**
|
||||
- Testing strategy
|
||||
- Validation criteria
|
||||
- Rollback plan
|
||||
8. **Documentation Updates**
|
||||
- List required updates
|
||||
9. **Constitutional Compliance Checklist**
|
||||
- Complete all items
|
||||
10. **Approval and Recognition Log** (filled during review)
|
||||
|
||||
---
|
||||
|
||||
## Step 3: Complete Compliance Checklist
|
||||
|
||||
1. Use [CANONICAL_COMPLIANCE_CHECKLIST.md](../CANONICAL_COMPLIANCE_CHECKLIST.md)
|
||||
2. Complete all applicable sections
|
||||
3. Verify no critical violations
|
||||
4. Attach completed checklist to proposal or include in proposal document
|
||||
|
||||
---
|
||||
|
||||
## Step 4: Review and Refine
|
||||
|
||||
### Self-Review Checklist
|
||||
|
||||
- [ ] All sections completed
|
||||
- [ ] Executive summary clear
|
||||
- [ ] Rationale compelling
|
||||
- [ ] Impact assessment thorough
|
||||
- [ ] Implementation plan realistic
|
||||
- [ ] Risks identified and mitigated
|
||||
- [ ] Compliance verified
|
||||
- [ ] Documentation clear
|
||||
- [ ] Spelling/grammar checked
|
||||
|
||||
### Peer Review (Recommended)
|
||||
|
||||
- [ ] Colleague reviewed proposal
|
||||
- [ ] Feedback incorporated
|
||||
- [ ] Technical accuracy verified
|
||||
|
||||
---
|
||||
|
||||
## Step 5: Submit Proposal
|
||||
|
||||
### 5.1 Move to Active Directory
|
||||
|
||||
```bash
|
||||
mv PROPOSAL-YYYY-MMDD-NNN.md proposals/active/
|
||||
```
|
||||
|
||||
### 5.2 Notify Tier-1 Systems
|
||||
|
||||
Submit proposal to all Tier-1 systems:
|
||||
|
||||
1. **DBIS**: [Submission method/contact]
|
||||
2. **ICCC**: [Submission method/contact]
|
||||
3. **SMOM/SMOA**: [Submission method/contact]
|
||||
|
||||
**Submission should include**:
|
||||
- Proposal document
|
||||
- Completed compliance checklist
|
||||
- Any supporting materials
|
||||
|
||||
### 5.3 Update Tracking
|
||||
|
||||
Update proposal tracking system (spreadsheet, database, or issue tracker) with:
|
||||
- Proposal ID
|
||||
- Title
|
||||
- System affected
|
||||
- Submission date
|
||||
- Status: "Under Review"
|
||||
|
||||
---
|
||||
|
||||
## Step 6: Review Period
|
||||
|
||||
### 6.1 Monitor Review Status
|
||||
|
||||
- Track recognition status from each Tier-1 system
|
||||
- Respond to questions/clarifications promptly
|
||||
- Update proposal if amendments requested
|
||||
|
||||
### 6.2 Typical Timeline
|
||||
|
||||
- Constitutional: 30-60 days
|
||||
- Architectural: 14-30 days
|
||||
- Interface: 14-21 days
|
||||
- Policy: 14-30 days
|
||||
- Emergency: 48-72 hours
|
||||
|
||||
---
|
||||
|
||||
## Step 7: Recognition Responses
|
||||
|
||||
### 7.1 Document Recognition
|
||||
|
||||
Update proposal document with recognition status:
|
||||
|
||||
- **DBIS**: [Status] - [Date] - [Notes]
|
||||
- **ICCC**: [Status] - [Date] - [Notes]
|
||||
- **SMOM/SMOA**: [Status] - [Date] - [Notes]
|
||||
|
||||
### 7.2 Handle Conditional Approval
|
||||
|
||||
If conditional approval:
|
||||
- Review conditions carefully
|
||||
- Address conditions in proposal
|
||||
- Resubmit updated proposal
|
||||
- Track condition satisfaction
|
||||
|
||||
### 7.3 Handle Rejection
|
||||
|
||||
If rejected:
|
||||
- Review rejection reasons
|
||||
- Decide on path forward:
|
||||
- Address concerns and resubmit
|
||||
- Request ICCC adjudication (if interpretation dispute)
|
||||
- Withdraw and reconsider
|
||||
|
||||
---
|
||||
|
||||
## Step 8: Approval Decision
|
||||
|
||||
### 8.1 Check Recognition Status
|
||||
|
||||
Proposal approved if:
|
||||
- ✅ All Tier-1 systems recognize (unanimous)
|
||||
- ✅ No systems rejected
|
||||
- ✅ Conditions (if any) acceptable
|
||||
|
||||
### 8.2 Move to Approved Directory
|
||||
|
||||
```bash
|
||||
mv proposals/active/PROPOSAL-YYYY-MMDD-NNN.md proposals/approved/
|
||||
```
|
||||
|
||||
### 8.3 Update Tracking
|
||||
|
||||
Update status to "Approved" in tracking system.
|
||||
|
||||
---
|
||||
|
||||
## Step 9: Implementation
|
||||
|
||||
### 9.1 Follow Implementation Plan
|
||||
|
||||
- Execute phases per proposal
|
||||
- Update documentation
|
||||
- Complete testing
|
||||
- Deploy changes
|
||||
|
||||
### 9.2 Track Progress
|
||||
|
||||
- Update implementation status
|
||||
- Document deviations (if any)
|
||||
- Note completion milestones
|
||||
|
||||
---
|
||||
|
||||
## Step 10: Completion
|
||||
|
||||
### 10.1 Verify Implementation
|
||||
|
||||
- Confirm implementation meets proposal requirements
|
||||
- Verify documentation updates complete
|
||||
- Validate testing passed
|
||||
|
||||
### 10.2 Move to Implemented Directory
|
||||
|
||||
```bash
|
||||
mv proposals/approved/PROPOSAL-YYYY-MMDD-NNN.md proposals/implemented/
|
||||
```
|
||||
|
||||
### 10.3 Update Amendment Log
|
||||
|
||||
If constitutional change:
|
||||
- Update [CANONICAL_AMENDMENT_LOG.md](../CANONICAL_AMENDMENT_LOG.md)
|
||||
- Increment version numbers
|
||||
- Update effective dates
|
||||
|
||||
### 10.4 Final Documentation
|
||||
|
||||
- Update all required documentation
|
||||
- Archive proposal if appropriate
|
||||
- Close tracking entries
|
||||
|
||||
---
|
||||
|
||||
## Common Pitfalls to Avoid
|
||||
|
||||
1. **Incomplete Proposal**: Missing sections or incomplete information
|
||||
2. **Skipping Compliance Check**: Not completing compliance checklist
|
||||
3. **Unclear Rationale**: Not clearly explaining why change is needed
|
||||
4. **Insufficient Impact Assessment**: Underestimating impact
|
||||
5. **Unrealistic Timeline**: Timeline doesn't account for review period
|
||||
6. **Poor Documentation**: Unclear documentation updates
|
||||
7. **Ignoring Feedback**: Not addressing review questions/concerns
|
||||
|
||||
---
|
||||
|
||||
## Getting Help
|
||||
|
||||
### Resources
|
||||
|
||||
- **[CANONICAL_GOVERNANCE_GUIDE.md](../CANONICAL_GOVERNANCE_GUIDE.md)** - Comprehensive guide
|
||||
- **[CANONICAL_CHANGE_CONTROL_PROCESS.md](../CANONICAL_CHANGE_CONTROL_PROCESS.md)** - Detailed process
|
||||
- **[GOVERNANCE_QUICK_REFERENCE.md](./GOVERNANCE_QUICK_REFERENCE.md)** - Quick reference
|
||||
|
||||
### Questions
|
||||
|
||||
- **Process Questions**: See governance guide
|
||||
- **Template Questions**: Review proposal template
|
||||
- **Compliance Questions**: Use compliance checklist
|
||||
- **Specific Questions**: Contact Tier-1 system representatives
|
||||
|
||||
---
|
||||
|
||||
**Last Updated**: 2025-01-27
|
||||
Reference in New Issue
Block a user