Use this guide when you know the kind of workflow you are building, but you are not sure which deterministic icm review checks to use.
The rule of thumb: keep human judgment in the Review Gate, and use rubrics for artifact shape, source coverage, required sections, placeholder cleanup, and other checks a script can verify repeatably.
| Workflow | Useful Artifacts | Good Rubric Checks | Example |
|---|---|---|---|
| Project planning | Source inventory, milestone map, project calendar, decision log, review pack | Required sources, table columns, link/path count, source-inventory, calendar, decision-log |
examples/completed-project-plan |
| Research brief | Source traceability table, source triage, synthesis, recommendation | Required sections, required sources, required terms, forbidden placeholders | examples/completed-research-brief |
| Content planning | Source inventory, theme selection, content calendar, approval pack | Required sections, required sources, table columns, calendar shape once dates stabilize | examples/completed-content-plan |
| Documentation refresh | Source inventory, gap analysis, update plan, release calendar, decision log | Table columns, link/path count, source-inventory, calendar, decision-log |
examples/completed-documentation-refresh |
| Release readiness | Validation report, source inventory, changelog check, upgrade smoke | Required sections, required terms, path count, source inventory shape | docs/release-ready-workspace.md |
For a project-planning workflow, begin with source traceability and common artifact shapes.
Discovery report rubric:
## Required Sections
- Known Facts
- Assumptions
- Open Questions
- Source Traceability
- Candidate Workflow
- Risks
- Discovery Recommendation
## Required Sources
- ../00_intake/output/project-brief.md
- references/discovery-question-bank.md
- ../../_config/quality-gates.md
## Required Table Columns
- Source
- Used For
## Required Link Or Path Count
- 3
Project calendar rubric:
## Required Sections
- Calendar
- Review Notes
## Required Artifact Shapes
- calendar
Decision log rubric:
## Required Sections
- Decisions
- Review Notes
## Required Artifact Shapes
- decision-log
Research workflows should emphasize source coverage and recommendation discipline.
## Required Sections
- Known Facts
- Source Traceability
- Source Quality
- Recommendation
- Risks
## Required Terms
- confidence
- source quality
- traceability
## Required Sources
- ../00_intake/output/project-brief.md
- references/discovery-question-bank.md
## Forbidden Terms
- TBD
- lorem ipsum
Documentation workflows often need both source coverage and table shape checks.
## Required Table Columns
- Source
- Used For
## Required Link Or Path Count
- 3
## Required Artifact Shapes
- source-inventory