Coordinate cross-team review and signoff for a Bitwarden Tech Breakdown. Use when identifying affected teams, building the Part 3 signoff table, chasing signoffs to move from PROPOSED to ACCEPTED, or running the completion-communication checklist before COMPLETE.
Phase-by-phase guidance for participating in Bitwarden's Software Initiative Funnel. Covers ownership boundaries between shepherd and tech lead at each phase, how to run an epic breakdown after handoff, sizing and estimation, cross-team dependency tracking, and the escalation paths that protect team autonomy. Use when a team is about to receive an initiative epic, when participating in an Architectural Assessment or PoC, when preparing a team breakdown, or when surfacing concerns back to the shepherd or engineering leadership.
Draft engineering work breakdowns following the Bitwarden Tech Breakdown template. Use when starting a new tech breakdown, filling in the scope checklist, drafting specification child pages, capturing open questions, or moving the doc between status states (IN PLANNING / IN PROGRESS / PROPOSED / ACCEPTED / COMPLETE).
Primary-Owner playbook for shepherding a Technical Strategy Idea through Architecture's pre-funnel evaluation into the Software Initiative Funnel.
Phase 5 (Implementation) deep-dive playbook — shepherd coordinates teams executing the initiative across the support period, pulse check, retrospective, and closure.
Peer-Reviewer and portfolio-curator side of the TSI Shepherding Model — backlog stewardship, quarterly prioritization, funnel intake handoff.
Phase 3 (Proof of Concept) deep-dive playbook — validates the Research recommendation in real Bitwarden code and drafts the ADR.
Phase 2 (Research) deep-dive playbook — drafts the Architectural Assessment.