Roadmap Process

This document outlines the workflow for managing the CareConnect roadmap, ensuring we maintain a high-level strategic view while tracking detailed implementation steps.

Workflow Overview

1. Plan (Broad)
2. Define (Specific)
3. Implement (Action)
4. Archive (History)

1. Plan: roadmap.md

• Purpose: High-level strategic planning.
• Location: docs/planning/roadmap.md
• Action: Update this file with new versions, broad goals, and prioritized milestones.
• Format: High-level bullet points, tables for prioritization, and "Future Horizons".

2. Define: Version Definition Documents

• Purpose: detailed implementation planning for a specific roadmap item or version.
• Location: docs/planning/{description}.md (initially)
• Naming: Use kebab-case for the description (e.g., v9-0-multi-lingual.md or v7-0-user-feedback.md).
• Content:
• Goal: What are we building?
• Design Decisions: Key technical or product choices.
• Implementation Checklists: Detailed steps.
• Verification Plan: How we know it's done.

3. Implement

• Execute the work defined in the Version Definition Document.
• Check off items in the document as they are completed.
• Update docs/planning/roadmap.md status if major milestones are reached.

4. Archive

• Purpose: Keep the active roadmap.md clean and preserve project history.
• When: When a Version or major feature set is Completed.
• Action:
• Move the definition document to docs/planning/archive/.
• Rename the file prepending the completion date: YYYY-MM-DD-{original-name}.md.
  • Format: YYYY-MM-DD-vX-Y-kebab-cased-description.md
  • Example: 2026-01-01-v9-0-multi-lingual.md
  • Note: Keep archive files grouped by their original Roadmap Version. Do not split them into tiny per-feature files unless they are pure architectural references (which should go in docs/architecture/).
• Update docs/planning/roadmap.md:
  • Remove the detailed checklists for the completed item.
  • Add a brief summary line to "Current State" or a "Completed" section.
  • Ensure a link to the archives is present.

Naming Convention Summary