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docs(sdk): Planning & Scoping standard & Managing Linear Project Management Playbook#16589

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dingsdax merged 20 commits intomasterfrom
dev-docs/standards/planning-scoping
Mar 10, 2026
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docs(sdk): Planning & Scoping standard & Managing Linear Project Management Playbook#16589
dingsdax merged 20 commits intomasterfrom
dev-docs/standards/planning-scoping

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DESCRIBE YOUR PR

Add two new draft develop-docs for SDK project management, plus cross-link and
anchor fixes across existing coordination docs.

New: Planning & Scoping standard (standards/planning-scoping.mdx, spec_status: draft)

Seven sections covering the full planning lifecycle:

  • Issue Quality — required Linear attributes before an issue moves to In Progress
  • Definition of Done — explicit conditions for closing issues and projects
  • Project Naming[Effort name] [SDK name] format for cross-SDK rollout projects
  • Design-First Gate — RFC/Tech Spec/PRFAQ/DACI required before implementation for
    large or multi-SDK changes; includes partner/stakeholder identification requirement.
    References Building Something New at Sentry (internal).
  • Risk Identification — design doc must include a risk section; high risks must be
    resolved (via spike or mitigation plan) before implementation starts
  • Spike Timeboxing — max 2 business days, timebox agreed upfront, written findings required
  • AI-Assisted Planning — human review required for AI-generated descriptions and
    sub-issues before acting on them; references sentry-sdk-skills:linear-initiative

New: Managing Linear Projects playbook
(playbooks/coordination/managing-linear-projects.mdx, spec_status: draft)

Nine-step lifecycle guide for project leads, from kickoff to close-out:

  1. Create project with required attributes (title, lead, target date, team, description)
  2. Link to initiative — decision table for the three SDK initiative categories
    (product feature / cross-SDK alignment / maintenance)
  3. Add pre-implementation docs (design-first gate + risk identification)
  4. Set up communication channel
  5. Create and triage issue backlog
  6. Maintain backlog hygiene (WIP limits: Todo ≤ 5, In Progress ≤ 3, In Review ≤ 3)
  7. Handle community contributions
  8. Set up visibility for major releases
  9. Close out — verified against Definition of Done

References Goal Hierarchy (internal) / Great Data Capture goal.

IS YOUR CHANGE URGENT?

Help us prioritize incoming PRs by letting us know when the change needs to go live.

  • Urgent deadline (GA date, etc.):
  • Other deadline:
  • None: Not urgent, can wait up to 1 week+

SLA

  • Teamwork makes the dream work, so please add a reviewer to your PRs.
  • Please give the docs team up to 1 week to review your PR unless you've added an urgent due date to it.
    Thanks in advance for your help!

PRE-MERGE CHECKLIST

Make sure you've checked the following before merging your changes:

  • Checked Vercel preview for correctness, including links
  • PR was reviewed and approved by any necessary SMEs (subject matter experts)
  • PR was reviewed and approved by a member of the Sentry docs team

LEGAL BOILERPLATE

Look, I get it. The entity doing business as "Sentry" was incorporated in the State of Delaware in 2015 as Functional Software, Inc. and is gonna need some rights from me in order to utilize my contributions in this here PR. So here's the deal: I retain all rights, title and interest in and to my contributions, and by keeping this boilerplate intact I confirm that Sentry can use, modify, copy, and redistribute my contributions, under Sentry's choice of terms.

EXTRA RESOURCES

dingsdax and others added 5 commits February 25, 2026 15:58
Convert the triage process guidelines into a playbook at
coordination/triaging.mdx, following the spec format used by other
coordination playbooks.

- Add triaging playbook with 4 steps: monitor intake channels,
  acknowledge new items (with CopyableCard response templates),
  normalise the issue in Linear, and route to one of four outcomes
  (close, resolve, accept, escalate)
- Fold triage rotation and accountability requirements from the
  original "Principles" section into the Overview
- Add abstract Resources section with internal Linear dashboard links
  and external reading on open source community maintenance
- Update /sdk/processes/triaging/ redirect from the generic playbooks
  index to the specific playbook URL
- Add cross-link from coordination-maintenance#triaging-sla to the
  new playbook
- Add linear.app/getsentry and calendar.google.com to .lycheeignore
  as private/auth-gated resources

Co-Authored-By: Claude <noreply@anthropic.com>
…ng.mdx

Co-authored-by: Stephanie Anderson <stephanie.anderson@sentry.io>
…ng.mdx

Co-authored-by: Stephanie Anderson <stephanie.anderson@sentry.io>
…ts playbook

Add two new draft develop-docs for SDK project management:

- Planning & Scoping standard (7 sections): issue quality, definition of done,
  project naming, design-first gate (with partner identification and risk section
  requirement), risk identification, spike timeboxing, and AI-assisted planning
- Managing Linear Projects playbook (9 steps): required attributes, initiative
  taxonomy (product/alignment/maintenance), pre-implementation docs, communication
  channel, backlog triage, WIP hygiene, community contributions, visibility, and
  close-out

Also fix broken #cross-sdk-coordination-protocol anchors in four existing
playbooks and add cross-links throughout the affected docs.

Co-Authored-By: Claude <noreply@anthropic.com>
@dingsdax dingsdax added the sdk-develop-docs PRs touching develop-docs/sdk label Feb 25, 2026
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dingsdax and others added 2 commits February 25, 2026 18:59
Replace flat numbered steps with three named phases — Setup (steps 1-5,
sequential), During the project (ongoing responsibilities), and Closing out
(sequential steps). Steps 6-8 were not sequential and are now correctly
represented as continuous practices rather than one-time actions.

Co-Authored-By: Claude <noreply@anthropic.com>
…rojects

Allow re-using an existing channel and update the Slack channel naming
example to reflect common conventions (#proj-<name>, #team-sdks).

Co-Authored-By: Claude <noreply@anthropic.com>
Rename the playbook to "Project Management in Linear" and expand scope
to cover the full Linear hierarchy — initiatives, cross-SDK sub-initiatives,
projects, and standalone backlog issues.

Add a new "The Linear hierarchy" table and an "Initiatives" section with
a three-category decision table (product feature / cross-SDK alignment /
SDK maintenance) and guidance on sub-initiatives for cross-SDK rollouts.

Restructure the Projects section into three named phases: Setup (sequential
steps), During the project (ongoing responsibilities), and Closing out.

Add a new "Standalone issues and backlog work" section that applies the
same WIP limits and issue quality rules to non-project work, with
guidance on when to escalate to a project.

Add managing-issues.mdx boilerplate for the standalone issue workflow
(steps to be filled in as a follow-up).

Co-Authored-By: Claude <noreply@anthropic.com>
dingsdax and others added 2 commits February 25, 2026 22:43
The playbook was scoped to GitHub issues and PRs, but triage covers
any incoming item regardless of channel — Discord, Slack, Linear, etc.
Items may also arrive without a pre-existing Linear issue.

Update language throughout to use "item" as the generic term, clarify
that a Linear issue must be created during normalisation if one doesn't
exist, and make the SLA apply regardless of intake channel.

Co-Authored-By: Claude <noreply@anthropic.com>
Restructure managing-linear-projects as the canonical reference for the
full Linear hierarchy. Add initiative hygiene, GitHub sync and visibility
guidance (repo-named vs umbrella teams), data hygiene requirements (PII
warning as Alert), Linear views recommendations, Requires Customer Signal
status note, and Title Case + style guide fixes throughout.

Delete managing-issues.mdx stub — issue lifecycle content is now covered
inline under the Issues section of managing-linear-projects.

Add sync visibility and data hygiene bullets to triaging.mdx step 3.

Co-Authored-By: Claude <noreply@anthropic.com>
Comment thread develop-docs/sdk/getting-started/standards/planning-scoping.mdx Outdated
Comment thread develop-docs/sdk/getting-started/playbooks/sdk-lifecycle/deprecating-an-api.mdx Outdated
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Left some comments, but looks good otherwise!

…ng-linear-projects.mdx

Co-authored-by: Stephanie Anderson <stephanie.anderson@sentry.io>
dingsdax and others added 3 commits March 6, 2026 17:52
Co-authored-by: Stephanie Anderson <stephanie.anderson@sentry.io>
…ng-cross-sdk-changes.mdx

Co-authored-by: Stephanie Anderson <stephanie.anderson@sentry.io>
…ng-cross-sdk-changes.mdx

Co-authored-by: Stephanie Anderson <stephanie.anderson@sentry.io>
…rly-cross-sdk-retro.mdx

Co-authored-by: Stephanie Anderson <stephanie.anderson@sentry.io>
…rly-cross-sdk-retro.mdx

Co-authored-by: Stephanie Anderson <stephanie.anderson@sentry.io>
…cating-an-api.mdx

Co-authored-by: Stephanie Anderson <stephanie.anderson@sentry.io>
@dingsdax dingsdax merged commit 8985db6 into master Mar 10, 2026
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@dingsdax dingsdax deleted the dev-docs/standards/planning-scoping branch March 10, 2026 15:21
@github-actions github-actions Bot locked and limited conversation to collaborators Mar 26, 2026
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