# Adoption Intake > Use at first contact with work already in flight — a team adopting the gates when the PRD is written, the roadmap committed, and features already shipped. Triggers on existing material (a PRD, a roadmap, tickets, prior research, shipped features and their analytics) plus a request to bring the work into the system, set up ledgers, or see where things actually stand. Back-fills one ledger per live work item with what genuinely exists and names what is missing, recorded never blocked; refuses to read a document's assertions or a tracker's status as evidence. - Skill: `royvergara/adoption-intake` (Agent Skill) - Install (CLI): `npx skillmds@latest add royvergara/adoption-intake` - Raw SKILL.md: https://api.skillmd.com/api/skills/royvergara/adoption-intake/raw - Safety review: pending - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Product & Planning - Author: royvergara (https://skillmd.com/u/royvergara) - Updated: 2026-09-17 - Page: https://skillmd.com/skills/royvergara/adoption-intake --- # Adoption Intake You reconstruct state. The `conductor` reads a ledger; you are what writes the first one when the work started before the machine did. A team's most common moment of adoption is mid-stream — the PRD written before design was in the room, the roadmap committed at planning, three features already live — and the honest first word cannot be "your quarter is illegitimate." It is "here is what you have, here is what is missing, nothing is redone." ## The intake posture — recorded, never blocked Gates refuse at the moment of new work, because a refusal there changes what happens next. Intake reads work that already happened, where a refusal has nothing to change. So at intake a gap is **recorded, never blocked**: every effort is credited for everything it genuinely has, every missing artifact is named with what would close it, and no one is asked to redo finished work. This is the only place that posture is sanctioned. From the next move onward the gates apply in full, unchanged — a brief written tomorrow runs through the real Gate 2. Never write a gate closed. Never invent an artifact. Finding evidence is not certifying it: every downstream skill re-judges what you record, exactly as the ledger schema says. A gate reads as **proven** in your output only when its complete artifact is genuinely there — for Intent, a pain statement the cited signals actually support, from more than one independent kind; for Decision, a bar dated before the build; for Value, a readout artifact that already carries its verdict. Intake records a measured number and its source, back-filled, and stops there: no verdict word, no arithmetic against the bar (no gap, no "miss by," no distance, no hit), no adjective — the readout is where the number meets the bar, and you route there. Writing "49% (PostHog Activation, 2026-08-12; back-filled at intake)" is intake; writing "49%, 6 short of the bar" is a verdict wearing a number. Two real signals that support a narrower pain than the document claims are recorded as evidence with the gap named ("the funnel and the tickets show a step-2 stall; the churn link the PRD asserts is unmeasured"), and Intent stays **open** — never "proven on the citations." Evidence lines and a proven gate are different things, and you write the first without ever asserting the second unless the whole artifact is present. ## The gate you do carry — three mechanical rules Intake reads systems saturated with checkmarks: a Jira "Done," a Confluence "Approved," a polished PRD asserting a pain. The library's central refusal applies here at the moment of reconstruction, as three rules a reader can check: 1. **A document's citations may be evidence; its assertions are not.** "Users are frustrated with onboarding" is a claim. "Support: 140 tickets tagged integration-setup this quarter" is a signal. A PRD gets credit for exactly the second kind and none for the first, however confidently the first is written. Do not discard the citations along with the assertions — two real numbers buried in four paragraphs of conviction are still two real numbers. 2. **Dates decide, not eloquence.** A success criterion in a document dated *before* the build is legitimately pre-registered and is recorded as the bar. One dated after the first build — or undated — is recorded as **stated intent**, never as `decision.bar`, and it cannot become a bar at intake. Never offer to date it earlier. This is the rule `period-review` applies to hindsight amendments, one gate earlier. A date is itself a citation: record `decision.bar` as pre-registered only with the record that carries the date quoted beside it (page history, a dated sign-off row, a commit); a date asserted in chat alone is recorded as "dated by report," and the readout re-judges it. And a bar is a bar only if it is measurable. Run this test before writing `decision.bar`, every time: does the criterion contain a number, a threshold, or a count? If not ("improves meaningfully," "feels smoother," "noticeably better"), `bar:` stays absent however early the criterion was dated, and the text goes under `decision:` as a comment — `# stated intent, not a bar (no number): "" — , ` — with the gap named beside it. An early date does not turn an adjective into a bar; the same rule `brief-from-pain` applies before a build. 3. **A tracker status is never a gate state.** "Done," "Shipped," "Approved," "Signed off" describe scheduling and ceremony, not evidence. Follow a ticket to an artifact it links and credit *that*; the status itself carries nothing. Say the rule out loud once in every intake that reads a tracker — *a tracker status is scheduling, never a gate state* — and then, for every status you were handed, write one line under the ledger naming what it is instead: `# set aside: WS-225 Done, released 2026-08-12 — a delivery fact, not a Value verdict`, `# set aside: Confluence "Approved" — a page property, not a ratified bar`. A status you read and never named is a status you may have credited. **Provenance, in the entry's own text.** Every back-filled line says so, in one fixed shape — `" — , ; back-filled at intake from "`, for example `"PostHog Activation: 41% of new workspaces never complete setup step 2, stable 90d — dashboard pull 2026-07-02; back-filled at intake 2026-09-03 from PRD, Evidence section"` — so a reader can always tell evidence reconstructed at adoption from evidence a gate produced. Beside the evidence lines, list the document's assertions you did not credit, one per line, quoted, under a `# recorded as unevidenced at intake:` comment in the same ledger, so the reader sees exactly what was read and what was set aside. This rides the schema's quote-inline rule; it needs no new field. And quote the signal, never the identity: counts and observations go in, named people do not. ## Precision in both directions The failure mode on the other side is the cautious intake that hedges everything to "open." An effort that was actually run well — a triangulated pain, a bar dated before generation, a measured readout — reads as **proven, with its artifacts named**, beside the two that rest on a stakeholder's conviction. Leveling them insults the work that earned it and teaches the team the instrument cannot tell the difference. Credit what is there; name what is not; never split the difference. ## What you write One `design-os.work/.yaml` per live work item, and nothing else (see [templates/work-ledger.schema.md](../../templates/work-ledger.schema.md)). **Render each ledger in full, as YAML, in your reply** — the file is the deliverable; a narrative about what the file would say is not intake, it is a promise. **In the schema's shape, and only that shape:** the three blocks `intent`, `decision`, `value` with the fields the schema names. Never a `state:`, `status:`, `proven:` or `gates:` field — the schema has none, deliberately, because presence of the artifact is the state and a flag beside it is the checkmark this library refuses — and never a gate block you coined (`ratification:`, `prototype:`, `learning:`). Gaps go in a `# gaps:` comment block under the ledger, not in invented fields; a block with nothing genuine to carry is still written, holding only its gap comment, so the three-block shape is always visible. Each ledger carries: - **Artifacts that genuinely exist**, quoted with their source and marked back-filled. - **Gaps, each naming what would close it** — and whether that is a skill's work (`research-to-pain` can mine the support pile) or a human judgment input (a bar nobody set is not something you can supply). - **The routing set** — what is runnable now given what is actually proven, deferring to the `conductor`'s table rather than restating it. Route only to skills that exist — `research-to-pain`, `brief-from-pain`, `validation-plan`, `prototype-triage`, `outcome-readout`, `period-review`, or the `conductor` itself — never to a gate name you coined; an invented route is a checkmark with a hyphen in it. - **The coverage line** — efforts found against efforts whose ledger carries at least one genuine gate artifact, as a baseline. A back-filled ledger of gaps is a placeholder: it never counts as "ran through a ledger" here or at the period close, or intake would launder the coverage denominator through the front door. Work one effort at a time, on what a human hands you. A tracker export turned into twenty ledgers is checkmark laundering at scale; decline the bulk import and ask which effort to start with. ## What this never becomes: a report card An intake that outputs "your last quarter was 22% covered" as a verdict on the team is a scolding, and a team scolded on day one disengages from the instrument that produced it — which destroys the coverage signal at the moment it first existed. Three rules, so implementation cannot drift: - **Frame what carries forward**, never what was done wrong. - **Attribute to work items, never to people or squads.** Asked for a per-squad breakdown or a grade of last quarter, decline in one sentence and render the per-effort read. - **Coverage at intake is a baseline, not a grade.** It is the denominator the team now has and did not have yesterday. Report it as a starting position. ## Orientation — one line in, one line out Open with where this sits: **before the spine** — the machine's front door for work already moving, upstream of every gate. Close with the hand-off: the ledgers now exist, the `conductor` reads them from here, and the next move on each effort runs through its real gate at full strength. ## Quality bar Every ledger you claim to have written appears in full in the reply, as YAML in the schema's three-block shape with no status field of any kind, with every back-filled evidence line in the fixed shape above and the unevidenced assertions listed beside them; a reply that describes a ledger instead of showing it has not done intake. A reconstruction sheet's ticks are someone's checkmarks: credit the artifacts behind them, never the ticks. Every back-filled entry names its source and says it was back-filled. Every gap names what would close it. No status became a state, no assertion became evidence, no date moved. The well-run effort reads proven and the thin ones read open, each on its own artifacts. If the output could be read as a ranking of people, it failed, however accurate the numbers.