Internal Planning Document

QMS Site Planner

Everything planned for qms.valuefirstteam.com — content sources, section breakdown, and ingestion status.

Last updated: April 14, 2026 — Expanded after ISO 9001:2015 gap analysis (17 → 27 routes)

301
Content Items Planned
251
Items Exist Now
83%
Content Ready
27
Site Routes
7
ISO Mandatory Gaps
9
Sections Not Started
Ready Partial Not Started ISO Mandatory — required for certification

Framework Documents

Ready
4
exist
/
4
planned
Route: /, /policy, /framework, /protocol
Source: docs/quality/*.md
100% ready
  • ● quality-policy.md → /policy — Quality commitments from Core Beliefs
  • ● qms-framework.md → /framework — ISO 9001:2015 mapping
  • ● process-register.md → /register — 51 processes across 8 categories
  • ● verification-protocol.md → /protocol — Verification statuses, evidence, decay

Process Register

Ready
51
exist
/
51
planned
Route: /register
Source: docs/quality/process-register.md (single parsed file)
100% ready

All 51 processes in one document, rendered as filterable table. Agent readiness is a cross-reference column linking to valuefirstteam.com/about/ai-team/{slug}.

Category Processes Tier Breakdown
Client Engagement 10 3 Tier 1, 7 Tier 2
Media Production 6 2 Tier 1, 4 Tier 2
Content Lifecycle 4 2 Tier 1, 1 Tier 2, 1 Tier 3
Education 2 1 Tier 2, 1 Tier 3
Collective 2 1 Tier 2, 1 Tier 3
Platform Operations 9 4 Tier 1, 4 Tier 2, 1 Tier 3
Governance 13 5 Tier 2, 8 Tier 3
Infrastructure 5 1 Tier 2, 2 Tier 3, 2 Tier 4
Total 51 Across 4 risk tiers

Quality Objectives

Partial ISO MANDATORY
5
exist
/
5
planned
Route: /objectives
Source: docs/quality/qms-framework.md section 6.2
100% ready

5 objectives defined in framework section 6.2. Measurement infrastructure not yet built — 0 actuals tracked. ISO 6.2 requires targets, actuals, and responsible parties.

Operating Procedures

Partial
1
exist
/
51
planned
Route: /procedures/{slug}
Source: docs/operating-procedures/*.md
2% ready

1 of 51 written. media-production.md exists at 25% verified (5/20 steps). 50 more needed.

  • ● media-production.md → /procedures/media-production — 25% verified — 5/20 steps VERIFIED, rest UNTESTED/ASSUMED
  • ● 50 more procedures — One per process in the register — not yet written

Corrective Action Reports

Ready
32
exist
/
32
planned
Route: /cars/{slug}
Source: Leadership/reports/*-corrective-*.md
100% ready

All 32 CARs exist. Slug derived from filename. No authoring needed — ingest directly.

Capability Reports

Ready
35
exist
/
35
planned
Route: /capabilities/{slug}
Source: Leadership/reports/*-capability-*.md
100% ready

All 35 capability reports exist. Same pattern as CARs — ingest from Leadership/reports/.

Nonconformity Register

Not Started ISO MANDATORY
0
exist
Route: /nonconformities
Source: Computed from Leadership/reports/*-corrective-*.md

CARs exist individually but no consolidated register with open/closed/overdue tracking. ISO 10.2.2 requires this. Computed from the 32 existing CARs once tracking layer exists.

Audit Reports

Not Started
0
exist
Route: /audits/{slug}
Source: docs/quality/audits/*.md

Q has not started the audit cycle yet. Directory exists, no reports written. Pages will appear when Q begins auditing.

Enforcement Skills

Ready
14
exist
/
14
planned
Route: /enforcement/{slug}
Source: skills/enforcement/*.md
100% ready
  • ● ledger-gateway-override.md → /enforcement/ledger-gateway-override — HubSpot write governance override rules
  • ● model-tier-reference.md → /enforcement/model-tier-reference — Model selection by agent type (Opus/Sonnet/Haiku)
  • ● ux-anti-patterns.md → /enforcement/ux-anti-patterns — UX quality enforcement (Mirror, Showcase)
  • ● vf-conversation-mode.md → /enforcement/vf-conversation-mode — Conversation vs. execution mode switching
  • ● vf-disagreement-protocol.md → /enforcement/vf-disagreement-protocol — How to handle disagreements with humans
  • ● vf-handoff-protocol.md → /enforcement/vf-handoff-protocol — Cross-agent coordination
  • ● vf-operational-verifier.md → /enforcement/vf-operational-verifier — Operational verification patterns
  • ● vf-output-enforcement.md → /enforcement/vf-output-enforcement — Output scanning before deliverables
  • ● vf-platform-context.md → /enforcement/vf-platform-context — Mental model override — loaded every session
  • ● vf-preflight-protocol.md → /enforcement/vf-preflight-protocol — Pre-execution validation
  • ● vf-self-correction.md → /enforcement/vf-self-correction — Anti-rationalization triggers
  • ● vf-tech-stack.md → /enforcement/vf-tech-stack — Infrastructure source of truth
  • ● vf-validation-gates.md → /enforcement/vf-validation-gates — Executable verification checks
  • ● vf-verification-before-completion.md → /enforcement/vf-verification-before-completion — Verify before claiming anything is done

Job Descriptions

Ready
109
exist
/
109
planned
Route: /roles/{slug}
Source: Leadership/assessments/job-descriptions/*.md
100% ready

All 109 job description files exist. Direct ingest from Leadership/assessments/job-descriptions/. ISO 7.2 requires defined competencies per role.

Competency Matrix

Not Started ISO MANDATORY
0
exist
Route: /competency
Source: Blocked — dimensions D1-D7 not yet defined

HubSpot properties exist for competency tracking but the 7 competency dimensions (D1-D7) have not been defined. Aegis owns dimension definition. Blocked until that work completes. ISO 7.2.

Training Records

Not Started ISO MANDATORY
0
exist
Route: /training
Source: Blocked — depends on competency matrix

Content exists (courses, enforcement skills, Office Hours transcripts) but no records infrastructure for tracking completion per agent. Blocked until competency matrix defines what training is required. ISO 7.2.

Management Review Records

Not Started ISO MANDATORY
0
exist
Route: /reviews/{slug}
Source: docs/quality/audits/ (future)

Zero management reviews have been held. Framework defines the agenda format but no records exist. First review is overdue. Q to schedule with V/Sage/Pax. ISO 9.3.3.

Document Control Register

Not Started ISO MANDATORY
0
exist
Route: /documents
Source: Git history (source of truth) + docs/quality/

Git provides versioning but there is no master document index showing all controlled documents, their current version, and review dates. Q to author. ISO 7.5.3.

Template Register

Not Started
0
exist
Route: /templates
Source: skills/, agents/, .claude/commands/

Approximately 6 templates exist (CARs, capability reports, 5P plans, CASINO prompts, PRDs, session syntheses) but there is no catalog. Hone to identify and catalog all templates from skills/, agents/, and commands/. ISO 7.5.

Risk Register

Not Started ISO MANDATORY
0
exist
Route: /risks
Source: docs/quality/process-register.md (partial — tier data only)

The process register has risk tiers (1-4) but there is no org-level risk register with likelihood, impact, and mitigation plans. Q to author with input from V, Sage, and Pax. ISO 6.1.

Customer Satisfaction Records

Not Started ISO MANDATORY
0
exist
Route: /satisfaction
Source: Not yet designed

Satisfaction is signal-inferred (Sage monitors relationship health) but there is no active solicitation mechanism or records. Sage to design the solicitation approach. ISO 9.1.2.

All QMS Site Routes (27 total)

Complete route map for qms.valuefirstteam.com

/
Dashboard
Verification score summary, recent audit activity
/policy
Quality Policy
Team quality commitments derived from Core Beliefs
/framework
QMS Framework
ISO 9001:2015 mapping to Value-First Team
/register
Process Register
All 51 processes — filterable, with agent readiness cross-reference
/protocol
Verification Protocol
How verification works: statuses, evidence, decay, authority
/objectives
Quality Objectives
Targets vs. actuals — ISO 6.2 MANDATORY
/procedures/
Procedures Index
All operating procedures with status and verification score
/procedures/{slug}
Individual Procedure
Step-by-step with VERIFIED/UNTESTED/ASSUMED markers per step
/cars/
CARs Index
All Corrective Action Reports, filterable
/cars/{slug}
Individual CAR
Root cause, impact, resolution, prevention controls
/capabilities/
Capabilities Index
All capability reports documenting new organizational capabilities
/capabilities/{slug}
Individual Capability
What was built, how it works, who owns it
/nonconformities
Nonconformity Register
Open/closed/overdue — ISO 10.2.2 MANDATORY
/audits/
Audits Index
All audit reports from Q
/audits/{slug}
Individual Audit
Domain audit findings, gaps, corrective actions
/enforcement/
Enforcement Overview
The 14 enforcement skills and their purposes
/enforcement/{slug}
Individual Enforcement Skill
Full content of each enforcement skill document
/roles/
Job Descriptions Index
All 109 role definitions — ISO 7.2
/roles/{slug}
Individual Job Description
Full role definition with competencies and enforcement alignment
/competency
Competency Matrix
Roles vs. dimensions — ISO 7.2
/training
Training Records
ISO 7.2
/reviews/
Management Reviews Index
ISO 9.3.3 MANDATORY
/reviews/{slug}
Individual Management Review
Review record with inputs, findings, and action items
/documents
Document Control Register
ISO 7.5.3
/templates
Template Register
ISO 7.5
/risks
Risk Register
ISO 6.1
/satisfaction
Customer Satisfaction Records
ISO 9.1.2

Ingestion Notes

CARs + Capabilities
Ingest from Leadership/reports/ — file naming convention already encodes type and date. No slug transformation needed.
Framework Docs
All 4 files exist in docs/quality/. Direct markdown ingestion.
Enforcement Skills
14 files in skills/enforcement/ (excludes README and template files). These are operational — display with syntax highlighting, not reformatting.
Job Descriptions
109 files ready to ingest from Leadership/assessments/job-descriptions/. ISO 7.2 compliance.
Agent Readiness
Agent profiles live at valuefirstteam.com/about/ai-team/{slug} — QMS links to them as cross-reference columns on the Process Register, does not duplicate them. No standalone /agents/ section.
Quality Objectives
5 objectives defined in docs/quality/qms-framework.md section 6.2. Measurement infrastructure (actuals tracking) not yet built. ISO 6.2 mandatory.
Nonconformity Register
Computed from 32 existing CARs. Needs a tracking layer to distinguish open vs. closed and flag overdue items. Q owns. ISO 10.2.2 mandatory.
Management Reviews
Zero reviews held to date. First review is overdue. Q to schedule with V, Sage, and Pax. ISO 9.3.3 mandatory.
Competency Matrix
Blocked until Aegis defines the 7 competency dimensions (D1-D7). HubSpot properties exist; dimension definitions do not. ISO 7.2.
Training Records
Blocked until competency matrix defines what training is required. Content (courses, enforcement, Office Hours) exists but no completion records infrastructure. ISO 7.2.
Templates
Hone to catalog from skills/, agents/, and .claude/commands/. Approximately 6 templates identified; no master catalog yet. ISO 7.5.
Risk Register
Q to author with input from V, Sage, and Pax. Process register risk tiers provide a starting point but are not a substitute for an org-level risk register. ISO 6.1.
Customer Satisfaction
Sage to design a solicitation mechanism. Current signal-inferred health is not sufficient for ISO 9.1.2 — explicit solicitation and records are required.
Document Control
Q to create a master document index. Git provides version history; a controlled document register with review dates is still needed. ISO 7.5.3.
Operating Procedures
Only media-production.md exists. 50 more procedures must be written via /process-documentation command before those pages can be populated.
Audits
Zero reports exist. Route infrastructure should be built now. Pages will self-populate when Q begins the audit cycle.