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Planning Documents

This directory contains planning and strategy documents for CareConnect.

Historical note: files under docs/planning/archive/ preserve earlier phases of the project and may still use pre-CareConnect naming or transitional branding. Treat those references as historical only; current operational guidance uses the CareConnect name and careconnect.ing.

Active Planning: v22.0

Status: GATE 0 DECISION WORK IN PROGRESS (NO-GO pending C1/D4 closure; C2 complete) Created: 2026-02-27

Quick Start (Read These First)

  1. Roadmap ⭐ START HERE
  2. Current product state, active work, completed work, and follow-ups

  3. Reading time: 10 minutes

  4. v22.0 Non-Duplicate Value Decision Plan

  5. Strategic objective, hypotheses, kill rules, and stage gates
  6. Reading time: 15 minutes

Detailed Documentation (Optional)

Document Navigation

docs/planning/
├── README.md ← You are here
├── roadmap.md (main roadmap, updated for v22.0)
├── archive/ (completed version plans)
├── archive/2026-05-01-v20-0-public-and-operational-surface-polish.md
├── archive/2026-04-30-v20-0-about-page-polish.md
├── archive/2026-04-29-v20-0-homepage-search-ux-polish.md
├── archive/2026-04-28-v22-0-gate-0-prep-and-deploy-contract-alignment.md
├── archive/2026-04-24-v20-0-repo-audit-truth-remediation.md
├── archive/2026-04-23-v20-0-quiet-github-automation-and-url-health-hardening.md
├── v21-admissions-portfolio-plan.md
├── archive/2026-04-15-v20-0-semantic-search-fail-closed-and-lint-hygiene.md
├── archive/2026-04-01-v22-0-pilot-metric-instrumentation-and-tier-0-hardening.md
├── v22-0-non-duplicate-value-decision-plan.md
├── v22-0-approval-checklist.md
├── archive/2026-04-01-v20-0-workflow-runtime-cleanup-and-211-sync-quarantine.md
├── archive/2026-03-18-careconnect-rebrand.md
├── archive/2026-03-30-v20-0-runtime-hardening-and-performance-remediation.md
└── archive/2026-03-29-v20-0-repo-audit-remediation.md

Quick Reference

What is v22.0?

v22.0: Non-Duplicate Value Decision Plan

The current strategic planning track for proving non-duplicate value relative to 211 through measured connection outcomes, strict privacy constraints, and explicit kill criteria.

Why Now?

The platform is technically mature, but the next decision is strategic rather than purely technical:

  • Avoid direct breadth competition with 211
  • Validate measurable last-mile outcome value
  • Keep governance and privacy redlines explicit before expanding pilot work

Timeline

Target ~90-day decision review cycle

  • Phase 0: baseline + governance locks
  • Phase 1: pilot execution
  • Phase 2: objective go / conditional / stop decision

This is a decision checkpoint target, not a guaranteed delivery schedule. The review window assumes external blockers such as legal review and partner evidence close in time to support a meaningful decision.

Cost

Pilot cost remains bounded by existing infrastructure and partner participation assumptions documented in the v22 plan.

Dependencies

Current dependencies:

  • Gate 0 blocker closure (C1, D4)
  • Baseline evidence already published
  • Integration feasibility decision already recorded in conditional mode
  • Offline/local threat-model completion already recorded

How to Proceed

Option 1: Close Gate 0

Use the active roadmap and Gate 0 tracker to close the remaining blocking items:

  1. Attach candidate partner legal/API terms for C1 review
  2. Attach named pilot partner and outreach execution evidence for D4

Option 2: Ask Questions

Review documents and ask clarifying questions about scope, timeline, or approach.

Option 3: Request Changes

Propose modifications to scope, timeline, or implementation strategy.

Document Updates

  • 2026-03-24: Planning index updated to reflect Gate 0 NO-GO blockers and current close-out order
  • 2026-03-29: Planning index updated to reflect completed C2 closure and remaining C1/D4 blockers
  • 2026-03-29: Added v20.0 repo-audit remediation archive and removed the stale reference to a nonexistent active v20 migration-recovery plan
  • 2026-03-30: Added the v20.0 runtime hardening and performance remediation archive and refreshed roadmap baseline metrics after the audit-driven maintenance wave
  • 2026-04-01: Added the v20.0 workflow runtime cleanup and 211 sync quarantine archive after closing the remaining Node-runtime workflow follow-up
  • 2026-04-01: Added the v22.0 Tier 0 admissions-support hardening archive and updated the roadmap to treat A3/A11/A22 as complete baseline capability
  • 2026-04-01: Added the re-triaged v21 admissions / external-validation plan to the planning index and aligned the main roadmap with the new tiered sequencing
  • 2026-04-03: Finalized the CareConnect rebrand archive after the live careconnect.ing cutover, HelpBridge-domain redirect rollout, and GitHub repo rename to jerdaw/careconnect
  • 2026-04-15: Added the semantic-search fail-closed and lint-hygiene archive after restoring actionable repo-wide linting and hardening the embedding-worker fallback path
  • 2026-04-23: Added the quiet GitHub automation and URL-health hardening archive after converting recurring governance workflows to quiet-by-default issue reuse and stabilizing the monthly health check against CI-only false positives
  • 2026-04-24: Archived the repo audit follow-up/remediation wave after the direct-VPS docs/privacy/planning reconciliation pass completed
  • 2026-04-28: Archived the Gate 0 prep and deploy-contract alignment pass after adding prep-only C1/D4 evidence packets, syncing tracker wording, and validating the sudo-required shared frontend env-file contract
  • 2026-04-29: Archived the homepage search UX polish pass after moving filters into the active search/results state, restoring and refining the service/category/language metrics rail, folding trust-strip content into the How It Works flow, and validating spacing/contrast updates
  • 2026-04-30: Archived the About page polish pass after consolidating trust/context content, restoring the smooth page-level background, aligning sections on a shared rail, and validating CTA styling updates
  • 2026-05-03: Refreshed roadmap baselines from current local validation, corrected the production/full dependency audit status, and added bounded dependency-audit remediation to active maintenance
  • 2026-03-24: v20.0 DB integration test lane archived; migration-history cleanup remains on the active roadmap
  • 2026-03-18: Planning index updated for v22.0 and CareConnect rebrand archive
  • 2026-03-18: CareConnect rebrand archived in docs/planning/archive/2026-03-18-careconnect-rebrand.md
  • Next review: After any UA-1 / UA-2 / UA-3 evidence update or the next material roadmap change