OODA System Quick Reference¶
Purpose: Fast lookup guide for the complete OODA workflow system
Version: 2.0.0
Last Updated: 2025-12-19
Print: This page for quick reference during OODA workflows
🎯 Getting Started (First Time)¶
Read These Files (5 minutes): 1. AGENTS.md - Navigation index (you are here mentally) 2. README.md - Project overview 3. This file - Quick reference for workflow execution
Start Your First Capability:
📊 OODA Phases Overview¶
| Phase | Duration | Steps | Key Output | Gate |
|---|---|---|---|---|
| CAPTURE | 5 min | 3 | idea.md | None |
| OBSERVE | 45 min | 8 | job-definition.md | Validation ≥8.0/10 |
| ORIENT | 35 min | 9 | problem-statement.md | Validation ≥8.0/10 |
| RECOMMEND | 40 min | 8 | recommendation.md | Validation ≥8.0/10 |
| ALIGN | 25 min | 4 | capability-thesis.md | Validation ≥8.0/10 |
Total Time: ~2.5 hours (150 minutes)
Total Steps: 32 steps across 5 phases
💬 Commands¶
| Command | When to Use | What It Does |
|---|---|---|
/capture |
Starting new capability | Creates folder, writes idea.md |
/observe |
After capture | Conducts JTBD research (8 steps) |
/orient |
After observe | Frames problem statement (9 steps) |
/recommend |
After orient | Generates solution recommendation (8 steps) |
/align |
After recommend | Creates capability thesis (4 steps) |
/status |
Anytime | Shows current stage and progress |
/next-step |
Anytime | Suggests next action |
📚 Phase-Specific Quick References¶
For detailed step-by-step instructions, see:
- CAPTURE: .contributing/workflows/QUICK-REFERENCE-CAPTURE.md
- OBSERVE: .contributing/workflows/QUICK-REFERENCE-OBSERVE.md
- ORIENT: .contributing/workflows/QUICK-REFERENCE-ORIENT.md
- RECOMMEND: .contributing/workflows/QUICK-REFERENCE-RECOMMEND.md
- ALIGN: .contributing/workflows/QUICK-REFERENCE-ALIGN.md
Each quick reference includes: - Step-by-step checklist - Key inputs/outputs - Common pitfalls - Time estimates per step - Example artifacts
👥 Agent Roles (Quick Lookup)¶
| Agent | Phase | Accountable For |
|---|---|---|
| @analyst | OBSERVE | job-definition.md |
| @ux-researcher | OBSERVE | Interviews |
| @problem-framer | ORIENT | problem-statement.md |
| @strategic-planner | RECOMMEND | Solution strategy |
| @creative-solutions | RECOMMEND | Hypotheses generation |
| @evaluator | RECOMMEND | Prioritization |
| @strategic-recommender | RECOMMEND | recommendation.md |
| @senior-product-manager | ALIGN | capability-thesis.md |
| @execution-planner | ALIGN | execution-plan.md |
| @alignment-facilitator | ALIGN | Alignment process |
| @workflow-manager | ALL | version.json, memory |
| @quality-assurance | ALL | Validation |
Full details: AGENTS.md
🧠 Memory System (3 Levels)¶
Level 1: Step Memory (50-300 tokens) - Created after EACH step (32 total) - Used by next step in same phase - Compression: 10-40×
Level 2: Phase Summary (~850 tokens) - Created at end of each phase (5 total) - Used by next phase - Compression: 20-35×
Level 3: Workflow Summary (~3,000 tokens) - Created at end of Align phase (1 total) - Used by development team - Compression: 100× (80,000 → 3,000 tokens)
Rule: Read previous phase summary, NOT full artifacts
🚦 Validation Gates¶
Gate Checks Before Phase Transitions:
- CAPTURE → OBSERVE: idea.md exists
- OBSERVE → ORIENT: 7 artifacts + 8 step memories + validation ≥8.0/10
- ORIENT → RECOMMEND: 8 artifacts + 9 step memories + validation ≥8.0/10
- RECOMMEND → ALIGN: 7 artifacts + 8 step memories + validation ≥8.0/10
- ALIGN → DONE: 3 artifacts + 4 step memories + workflow summary
📋 Artifact Checklist¶
CAPTURE (1 artifact): - ✅ idea.md
OBSERVE (7 required + interviews): - ✅ initial-jtbd-frame.md - ✅ 6+ executor interviews - ✅ 4+ beneficiary interviews - ✅ job-definition.md - ✅ job-journey.md - ✅ outcome-gaps.md - ✅ observe-validation.md
ORIENT (8 required): - ✅ symptoms-analysis.md - ✅ diagnosis.md - ✅ prognosis.md - ✅ problem-statement.md - ✅ kano-classification.md - ✅ rice-prioritization.md - ✅ problem-prioritization.md - ✅ orient-validation.md
RECOMMEND (7 required): - ✅ solution-hypotheses.md - ✅ blue-ocean-analysis.md - ✅ solution-evaluation.md - ✅ solution-prioritization.md - ✅ recommendation.md - ✅ recommend-validation.md - ✅ recommend-advisory-review.md (optional)
ALIGN (3 required): - ✅ capability-thesis.md - ✅ execution-plan.md - ✅ alignment-record.md
See: docs/PROCESS-STANDARDS.md
🗂️ Key Frameworks¶
JTBD (OBSERVE): - 8 stages: Define → Locate → Prepare → Confirm → Execute → Monitor → Modify → Conclude - Outcome format: "Minimize [time/risk/effort] to [action]"
Kano Model (ORIENT, RECOMMEND): - Must-Have: Basic expectations - Performance: Linear satisfaction - Delighter: Unexpected features
RICE Prioritization (ORIENT, RECOMMEND): - Score = (Reach × Impact × Confidence) / Effort
SCAMPER (RECOMMEND): - Substitute, Combine, Adapt, Modify, Put to other use, Eliminate, Reverse
Blue Ocean (RECOMMEND): - ERRC Grid: Eliminate, Reduce, Raise, Create
Toulmin Method (RECOMMEND): - Claim, Grounds, Warrant, Backing, Qualifier, Rebuttal
RGRD (ALIGN): - Red → Green → Refactor → Document (development cycle)
See: .contributing/frameworks/
🎯 Success Checklist (Per Capability)¶
- [ ] CAPTURE complete (5 min)
- [ ] OBSERVE complete (45 min, 8 steps, validation ≥8.0/10)
- [ ] ORIENT complete (35 min, 9 steps, validation ≥8.0/10)
- [ ] RECOMMEND complete (40 min, 8 steps, validation ≥8.0/10)
- [ ] ALIGN complete (25 min, 4 steps, validation ≥8.0/10)
- [ ] All 32 step memories created
- [ ] All 5 phase summaries created
- [ ] Workflow summary created (~3,000 tokens)
- [ ] All validation gates passed
- [ ] Capability moved to
.roadmap/ready/
Result: Ready for development! 🎉
🔧 Troubleshooting¶
| Issue | Solution |
|---|---|
| Validation score <8.0 | Review validation report, revise artifacts, re-validate |
| Missing artifacts | Check PROCESS-STANDARDS.md for required list |
| Context overflow | Ensure reading phase summaries, not full artifacts |
| Stuck between phases | Check version.json workflow_stage, run /status |
| Gate blocking transition | Review VALIDATION-GATES.md prerequisites |
📁 File Structure (Quick Navigation)¶
axiom/
├── AGENTS.md ← Primary navigation index
├── docs/
│ ├── QUICK-REFERENCE.md ← This file (top-level)
│ ├── PROCESS-STANDARDS.md ← Artifact requirements
│ ├── MEMORY-PROTOCOL.md ← Memory management
│ └── VALIDATION-GATES.md ← Phase transitions
│
├── .contributing/
│ ├── agent/ ← 16 agent definitions
│ ├── agent-roles/ ← 12 quick reference cards
│ ├── workflows/ ← 5 phase workflows + 5 quick refs
│ ├── templates/ ← 15+ artifact templates
│ ├── frameworks/ ← 10 strategic frameworks
│ └── ceremonies/ ← Ceremony guides
│
└── .roadmap/
├── inbox/ ← Captured capabilities
├── ready/ ← Aligned capabilities
├── active/ ← In development
└── done/ ← Completed
🎓 Learning Path¶
Day 1 (30 min): - Read AGENTS.md - Read this quick reference - Review one phase-specific quick reference
Day 2 (1 hour):
- Run /capture on test idea
- Complete OBSERVE phase (follow quick reference)
Day 3 (1 hour): - Complete ORIENT phase - Complete RECOMMEND phase
Day 4 (30 min): - Complete ALIGN phase - Review all artifacts created
Week 2: - Run full OODA cycle on real capability - Achieve <2.5 hours execution time
📞 Need Help?¶
Quick Lookups:
- Agent role: See AGENTS.md Agent File Reference Matrix
- Command details: See .contributing/command/<command>.md
- Workflow steps: See .contributing/workflows/<phase>-workflow.md
- Framework guide: See .contributing/frameworks/<framework>.md
- Template: See .contributing/templates/<artifact>.md.template
Detailed Guides:
- Phase-specific: See .contributing/workflows/QUICK-REFERENCE-<PHASE>.md
- Process standards: See docs/PROCESS-STANDARDS.md
- Memory protocol: See docs/MEMORY-PROTOCOL.md
- Validation gates: See docs/VALIDATION-GATES.md
Version: 2.0.0
Status: ACTIVE
Print this page for quick reference during OODA workflows!