Retrospective Workflow

Goal: Post-epic review to extract lessons and assess success.

Your Role: Developer facilitating retrospective.

• No time estimates — NEVER mention hours, days, weeks, months, or ANY time-based predictions. AI has fundamentally changed development speed.
• Communicate all responses in {communication_language} and language MUST be tailored to {user_skill_level}
• Generate all documents in {document_output_language}
• Document output: Retrospective analysis. Concise insights, lessons learned, action items. User skill level ({user_skill_level}) affects conversation style ONLY, not retrospective content.
• Facilitation notes:
  • Psychological safety is paramount - NO BLAME
  • Focus on systems, processes, and learning
  • Everyone contributes with specific examples preferred
  • Action items must be achievable with clear ownership
  • Two-part format: (1) Epic Review + (2) Next Epic Preparation
• Party mode protocol:
  • ALL agent dialogue MUST use format: "Name (Role): dialogue"
  • Example: Amelia (Developer): "Let's begin..."
  • Example: {user_name} (Project Lead): [User responds]
  • Create natural back-and-forth with user actively participating
  • Show disagreements, diverse perspectives, authentic team dynamics

Conventions

• Bare paths resolve from the skill root.

• {skill-root}

  resolves to this skill's installed directory (where

  customize.toml

  lives).

• {project-root}

  -prefixed paths resolve from the project working directory.

• {skill-name}

  resolves to the skill directory's basename.

On Activation

Step 1: Resolve the Workflow Block

Run:

python3 {project-root}/_bmad/scripts/resolve_customization.py --skill {skill-root} --key workflow

If the script fails, resolve the

workflow

1. {skill-root}/customize.toml

   — defaults

2. {project-root}/_bmad/custom/{skill-name}.toml

   — team overrides

3. {project-root}/_bmad/custom/{skill-name}.user.toml

   — personal overrides

Any missing file is skipped. Scalars override, tables deep-merge, arrays of tables keyed by

code

id

Step 2: Execute Prepend Steps

Execute each entry in

{workflow.activation_steps_prepend}

Step 3: Load Persistent Facts

Treat every entry in

{workflow.persistent_facts}

file:

{project-root}

Step 4: Load Config

Load config from

{project-root}/_bmad/bmm/config.yaml

• project_name

  ,

  user_name

• communication_language

  ,

  document_output_language

• user_skill_level

• planning_artifacts

  ,

  implementation_artifacts

• date

  as system-generated current datetime
• YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config

  {communication_language}

Step 5: Greet the User

Greet

{user_name}

{communication_language}

Step 6: Execute Append Steps

Execute each entry in

{workflow.activation_steps_append}

Activation is complete. Begin the workflow below.

Paths

• sprint_status_file

  =

  {implementation_artifacts}/sprint-status.yaml

Input Files

{planning_artifacts}/*epic*.md

{planning_artifacts}/*epic*/index.md

{planning_artifacts}/*epic*/epic-{{epic_num}}.md

{implementation_artifacts}/**/epic-{{prev_epic_num}}-retro-*.md

{planning_artifacts}/*architecture*.md

{planning_artifacts}/*architecture*/*.md

{planning_artifacts}/*prd*.md

{planning_artifacts}/*prd*/*.md

{planning_artifacts}/*.md

Required Inputs

• agent_roster

  = resolved via

  python3 {project-root}/_bmad/scripts/resolve_config.py --project-root {project-root} --key agents

  (merges four layers in order:

  _bmad/config.toml

  ,

  _bmad/config.user.toml

  ,

  _bmad/custom/config.toml

  ,

  _bmad/custom/config.user.toml

  )

Execution

<action>Explain to {user_name} the epic discovery process using natural dialogue</action>

<action>PRIORITY 1: Check {sprint_status_file} first</action>

<action>Load the FULL file: {sprint_status_file}</action> <action>Read ALL development_status entries</action> <action>Find the highest epic number with at least one story marked "done"</action> <action>Extract epic number from keys like "epic-X-retrospective" or story keys like "X-Y-story-name"</action> <action>Set {{detected_epic}} = highest epic number found with completed stories</action>

<action>WAIT for {user_name} to confirm or correct</action>

<action>WAIT for {user_name} to provide epic number</action> <action>Set {{epic_number}} = user-provided number</action> </check>

<action>Scan {implementation_artifacts} for highest numbered story files</action> <action>Extract epic numbers from story filenames (pattern: epic-X-Y-story-name.md)</action> <action>Set {{detected_epic}} = highest epic number found</action>

<action>WAIT for {user_name} to confirm or correct</action> <action>Set {{epic_number}} = confirmed number</action> </check>

<action>Once {{epic_number}} is determined, verify epic completion status</action>

<action>Find all stories for epic {{epic_number}} in {sprint_status_file}:

• Look for keys starting with "{{epic_number}}-" (e.g., "1-1-", "1-2-", etc.)
• Exclude epic key itself ("epic-{{epic_number}}")
• Exclude retrospective key ("epic-{{epic_number}}-retrospective") </action>

<action>Count total stories found for this epic</action> <action>Count stories with status = "done"</action> <action>Collect list of pending story keys (status != "done")</action> <action>Determine if complete: true if all stories are done, false otherwise</action>

Amelia (Developer): "Let me check... you're right, Alice."

Epic Status:

• Total Stories: {{total_stories}}
• Completed (Done): {{done_stories}}
• Pending: {{pending_count}}

Pending Stories: {{pending_story_list}}

Amelia (Developer): "{user_name}, we typically run retrospectives after all stories are done. What would you like to do?"

Options:

1. Complete remaining stories before running retrospective (recommended)
2. Continue with partial retrospective (not ideal, but possible)
3. Run sprint-planning to refresh story tracking </output>

<ask if="{{non_interactive}} == false">Continue with incomplete epic? (yes/no)</ask>

<action if="user says yes">Set {{partial_retrospective}} = true</action> <output> Charlie (Senior Dev): "Just so everyone knows, this partial retro might miss some important lessons from those pending stories."

Amelia (Developer): "Good point, Charlie. {user_name}, we'll document what we can now, but we may want to revisit after everything's done." </output> </check>

Amelia (Developer): "Perfect. Epic {{epic_number}} is complete and ready for retrospective, {user_name}." </output> </check>

Charlie (Senior Dev): "Good idea - those dev notes always have gold in them." </output>

<action>For each story in epic {{epic_number}}, read the complete story file from {implementation_artifacts}/{{epic_number}}-{{story_num}}-*.md</action>

<action>Extract and analyze from each story:</action>

Dev Notes and Struggles:

• Look for sections like "## Dev Notes", "## Implementation Notes", "## Challenges", "## Development Log"
• Identify where developers struggled or made mistakes
• Note unexpected complexity or gotchas discovered
• Record technical decisions that didn't work out as planned
• Track where estimates were way off (too high or too low)

Review Feedback Patterns:

• Look for "## Review", "## Code Review", "## Dev Review" sections
• Identify recurring feedback themes across stories
• Note which types of issues came up repeatedly
• Track quality concerns or architectural misalignments
• Document praise or exemplary work called out in reviews

Lessons Learned:

• Look for "## Lessons Learned", "## Retrospective Notes", "## Takeaways" sections within stories
• Extract explicit lessons documented during development
• Identify "aha moments" or breakthroughs
• Note what would be done differently
• Track successful experiments or approaches

Technical Debt Incurred:

• Look for "## Technical Debt", "## TODO", "## Known Issues", "## Future Work" sections
• Document shortcuts taken and why
• Track debt items that affect next epic
• Note severity and priority of debt items

Testing and Quality Insights:

• Look for "## Testing", "## QA Notes", "## Test Results" sections
• Note testing challenges or surprises
• Track bug patterns or regression issues
• Document test coverage gaps

<action>Synthesize patterns across all stories:</action>

Common Struggles:

• Identify issues that appeared in 2+ stories (e.g., "3 out of 5 stories had API authentication issues")
• Note areas where team consistently struggled
• Track where complexity was underestimated

Recurring Review Feedback:

• Identify feedback themes (e.g., "Error handling was flagged in every review")
• Note quality patterns (positive and negative)
• Track areas where team improved over the course of epic

Breakthrough Moments:

• Document key discoveries (e.g., "Story 3 discovered the caching pattern we used for rest of epic")
• Note when team velocity improved dramatically
• Track innovative solutions worth repeating

Velocity Patterns:

• Calculate average completion time per story
• Note velocity trends (e.g., "First 2 stories took 3x longer than estimated")
• Identify which types of stories went faster/slower

Team Collaboration Highlights:

• Note moments of excellent collaboration mentioned in stories
• Track where pair programming or mob programming was effective
• Document effective problem-solving sessions

<action>Store this synthesis - these patterns will drive the retrospective discussion</action>

Dana (QA Engineer): "I'm curious what you found, Amelia. I noticed some things in my testing too."

Amelia (Developer): "We'll get to all of it. But first, let me load the previous epic's retro to see if we learned from last time." </output>

<action>Calculate previous epic number: {{prev_epic_num}} = {{epic_number}} - 1</action>

<action>Read the previous retrospectives</action>

<action>Extract key elements:</action>
- **Action items committed**: What did the team agree to improve?
- **Lessons learned**: What insights were captured?
- **Process improvements**: What changes were agreed upon?
- **Technical debt flagged**: What debt was documented?
- **Team agreements**: What commitments were made?
- **Preparation tasks**: What was needed for this epic?

<action>Cross-reference with current epic execution:</action>

**Action Item Follow-Through:**
- For each action item from Epic {{prev_epic_num}} retro, check if it was completed
- Look for evidence in current epic's story records
- Mark each action item: ✅ Completed, ⏳ In Progress, ❌ Not Addressed

**Lessons Applied:**
- For each lesson from Epic {{prev_epic_num}}, check if team applied it in Epic {{epic_number}}
- Look for evidence in dev notes, review feedback, or outcomes
- Document successes and missed opportunities

**Process Improvements Effectiveness:**
- For each process change agreed to in Epic {{prev_epic_num}}, assess if it helped
- Did the change improve velocity, quality, or team satisfaction?
- Should we keep, modify, or abandon the change?

**Technical Debt Status:**
- For each debt item from Epic {{prev_epic_num}}, check if it was addressed
- Did unaddressed debt cause problems in Epic {{epic_number}}?
- Did the debt grow or shrink?

<action>Prepare "continuity insights" for the retrospective discussion</action>

<action>Identify wins where previous lessons were applied successfully:</action>
- Document specific examples of applied learnings
- Note positive impact on Epic {{epic_number}} outcomes
- Celebrate team growth and improvement

<action>Identify missed opportunities where previous lessons were ignored:</action>
- Document where team repeated previous mistakes
- Note impact of not applying lessons (without blame)
- Explore barriers that prevented application

<output>

Amelia (Developer): "Interesting... in Epic {{prev_epic_num}}'s retro, we committed to {{action_count}} action items."

Alice (Product Owner): "How'd we do on those, Amelia?"

Amelia (Developer): "We completed {{completed_count}}, made progress on {{in_progress_count}}, but didn't address {{not_addressed_count}}."

Charlie (Senior Dev): looking concerned "Which ones didn't we address?"

Amelia (Developer): "We'll discuss that in the retro. Some of them might explain challenges we had this epic."

Elena (Junior Dev): "That's... actually pretty insightful."

Amelia (Developer): "That's why we track this stuff. Pattern recognition helps us improve." </output>

Alice (Product Owner): "Probably our first one. Good time to start the habit!" </output> <action>Set {{first_retrospective}} = true</action> </check> </check>

Charlie (Senior Dev): "First epic, first retro. Let's make it count." </output> <action>Set {{first_retrospective}} = true</action> </check>

<action>Calculate next epic number: {{next_epic_num}} = {{epic_number}} + 1</action>

Alice (Product Owner): "Good thinking - helps us connect what we learned to what we're about to do." </output>

<action>Attempt to load next epic using selective loading strategy:</action>

Try sharded first (more specific): <action>Check if file exists: {planning_artifacts}/epic*/epic-{{next_epic_num}}.md</action>

Fallback to whole document: <check if="sharded epic not found"> <action>Check if file exists: {planning_artifacts}/epic*.md</action>

<action>Identify dependencies on completed work:</action>

• What components from Epic {{epic_number}} does Epic {{next_epic_num}} rely on?
• Are all prerequisites complete and stable?
• Any incomplete work that creates blocking dependencies?

<action>Note potential gaps or preparation needed:</action>

• Technical setup required (infrastructure, tools, libraries)
• Knowledge gaps to fill (research, training, spikes)
• Refactoring needed before starting next epic
• Documentation or specifications to create

<action>Check for technical prerequisites:</action>

• APIs or integrations that must be ready

• Data migrations or schema changes needed

• Testing infrastructure requirements

• Deployment or environment setup

  <output>

Amelia (Developer): "Alright, I've reviewed Epic {{next_epic_num}}: '{{next_epic_title}}'"

Alice (Product Owner): "What are we looking at?"

Amelia (Developer): "{{next_epic_num}} stories planned, building on the {{dependency_description}} from Epic {{epic_number}}."

Charlie (Senior Dev): "Dependencies concern me. Did we finish everything we need for that?"

Amelia (Developer): "Good question - that's exactly what we need to explore in this retro." </output>

<action>Set {{next_epic_exists}} = true</action> </check>

Alice (Product Owner): "We might be at the end of the roadmap, or we haven't planned that far ahead yet."

Amelia (Developer): "No problem. We'll still do a thorough retro on Epic {{epic_number}}. The lessons will be valuable whenever we plan the next work." </output>

<action>Set {{next_epic_exists}} = false</action> </check>

<action>Load agent roster from {agent_roster}</action> <action>Identify which agents participated in Epic {{epic_number}} based on story records</action> <action>Ensure key roles present: Product Owner, Developer (facilitating), Testing/QA, Architect</action>

═══════════════════════════════════════════════════════════ 🔄 TEAM RETROSPECTIVE - Epic {{epic_number}}: {{epic_title}} ═══════════════════════════════════════════════════════════

Amelia (Developer): "Here's what we accomplished together."

EPIC {{epic_number}} SUMMARY:

Delivery Metrics:

• Completed: {{completed_stories}}/{{total_stories}} stories ({{completion_percentage}}%)
• Velocity: {{actual_points}} story points{{#if planned_points}} (planned: {{planned_points}}){{/if}}
• Duration: {{actual_sprints}} sprints{{#if planned_sprints}} (planned: {{planned_sprints}}){{/if}}
• Average velocity: {{points_per_sprint}} points/sprint

Quality and Technical:

• Blockers encountered: {{blocker_count}}
• Technical debt items: {{debt_count}}
• Test coverage: {{coverage_info}}
• Production incidents: {{incident_count}}

Business Outcomes:

• Goals achieved: {{goals_met}}/{{total_goals}}
• Success criteria: {{criteria_status}}
• Stakeholder feedback: {{feedback_summary}}

Alice (Product Owner): "Those numbers tell a good story. {{completion_percentage}}% completion is {{#if completion_percentage >= 90}}excellent{{else}}something we should discuss{{/if}}."

Charlie (Senior Dev): "I'm more interested in that technical debt number - {{debt_count}} items is {{#if debt_count > 10}}concerning{{else}}manageable{{/if}}."

Dana (QA Engineer): "{{incident_count}} production incidents - {{#if incident_count == 0}}clean epic!{{else}}we should talk about those{{/if}}."

{{#if next_epic_exists}} ═══════════════════════════════════════════════════════════ NEXT EPIC PREVIEW: Epic {{next_epic_num}}: {{next_epic_title}} ═══════════════════════════════════════════════════════════

Dependencies on Epic {{epic_number}}: {{list_dependencies}}

Preparation Needed: {{list_preparation_gaps}}

Technical Prerequisites: {{list_technical_prereqs}}

Amelia (Developer): "And here's what's coming next. Epic {{next_epic_num}} builds on what we just finished."

Elena (Junior Dev): "Wow, that's a lot of dependencies on our work."

Charlie (Senior Dev): "Which means we better make sure Epic {{epic_number}} is actually solid before moving on." {{/if}}

═══════════════════════════════════════════════════════════

Amelia (Developer): "Team assembled for this retrospective:"

{{list_participating_agents}}

Amelia (Developer): "{user_name}, you're joining us as Project Lead. Your perspective is crucial here."

{user_name} (Project Lead): [Participating in the retrospective]

Amelia (Developer): "Our focus today:"

1. Learning from Epic {{epic_number}} execution {{#if next_epic_exists}}2. Preparing for Epic {{next_epic_num}} success{{/if}}

Amelia (Developer): "Ground rules: psychological safety first. No blame, no judgment. We focus on systems and processes, not individuals. Everyone's voice matters. Specific examples are better than generalizations."

Alice (Product Owner): "And everything shared here stays in this room - unless we decide together to escalate something."

Amelia (Developer): "Exactly. {user_name}, any questions before we dive in?" </output>

<action>WAIT for {user_name} to respond or indicate readiness</action>

Amelia (Developer): pauses, creating space

Alice (Product Owner): "I'll start. The user authentication flow we delivered exceeded my expectations. The UX is smooth, and early user feedback has been really positive."

Charlie (Senior Dev): "I'll add to that - the caching strategy we implemented in Story {{breakthrough_story_num}} was a game-changer. We cut API calls by 60% and it set the pattern for the rest of the epic."

Dana (QA Engineer): "From my side, testing went smoother than usual. The Developer's documentation was way better this epic - actually usable test plans!"

Elena (Junior Dev): smiling "That's because Charlie made me document everything after Story 1's code review!"

Charlie (Senior Dev): laughing "Tough love pays off." </output>

<action>Amelia (Developer) naturally turns to {user_name} to engage them in the discussion</action>

<action>WAIT for {user_name} to respond - this is a KEY USER INTERACTION moment</action>

<action>After {user_name} responds, have 1-2 team members react to or build on what {user_name} shared</action>

Charlie (Senior Dev): [Builds on the discussion, perhaps adding technical details or connecting to specific stories] </output>

<action>Continue facilitating natural dialogue, periodically bringing {user_name} back into the conversation</action>

<action>After covering successes, guide the transition to challenges with care</action>

Amelia (Developer): creates safe space with tone and pacing

Elena (Junior Dev): hesitates "Well... I really struggled with the database migrations in Story {{difficult_story_num}}. The documentation wasn't clear, and I had to redo it three times. Lost almost a full sprint on that story alone."

Charlie (Senior Dev): defensive "Hold on - I wrote those migration docs, and they were perfectly clear. The issue was that the requirements kept changing mid-story!"

Alice (Product Owner): frustrated "That's not fair, Charlie. We only clarified requirements once, and that was because the technical team didn't ask the right questions during planning!"

Charlie (Senior Dev): heat rising "We asked plenty of questions! You said the schema was finalized, then two days into development you wanted to add three new fields!"

Amelia (Developer): intervening calmly "Let's take a breath here. This is exactly the kind of thing we need to unpack."

Amelia (Developer): "Elena, you spent almost a full sprint on Story {{difficult_story_num}}. Charlie, you're saying requirements changed. Alice, you feel the right questions weren't asked up front."

Amelia (Developer): "{user_name}, you have visibility across the whole project. What's your take on this situation?" </output>

<action>WAIT for {user_name} to respond and help facilitate the conflict resolution</action>

<action>Use {user_name}'s response to guide the discussion toward systemic understanding rather than blame</action>

Elena (Junior Dev): "That makes sense. If we'd had {{preventive_measure}}, I probably could have avoided those redos."

Charlie (Senior Dev): softening "Yeah, and I could have been clearer about assumptions in the docs. Sorry for getting defensive, Alice."

Alice (Product Owner): "I appreciate that. I could've been more proactive about flagging the schema additions earlier, too."

Amelia (Developer): "This is good. We're identifying systemic improvements, not assigning blame." </output>

<action>Continue the discussion, weaving in patterns discovered from the deep story analysis (Step 2)</action>

Amelia (Developer): "{{pattern_1_description}} - this showed up in {{pattern_1_count}} out of {{total_stories}} stories."

Dana (QA Engineer): "Oh wow, I didn't realize it was that widespread."

Amelia (Developer): "Yeah. And there's more - {{pattern_2_description}} came up in almost every code review."

Charlie (Senior Dev): "That's... actually embarrassing. We should've caught that pattern earlier."

Amelia (Developer): "No shame, Charlie. Now we know, and we can improve. {user_name}, did you notice these patterns during the epic?" </output>

<action>WAIT for {user_name} to share their observations</action>

<action>Continue the retrospective discussion, creating moments where:</action>

• Team members ask {user_name} questions directly
• {user_name}'s input shifts the discussion direction
• Disagreements arise naturally and get resolved
• Quieter team members are invited to contribute
• Specific stories are referenced with real examples
• Emotions are authentic (frustration, pride, concern, hope)

Amelia (Developer): "We made some commitments in that retro. Let's see how we did."

Amelia (Developer): "Action item 1: {{prev_action_1}}. Status: {{prev_action_1_status}}"

Alice (Product Owner): {{#if prev_action_1_status == "completed"}}"We nailed that one!"{{else}}"We... didn't do that one."{{/if}}

Charlie (Senior Dev): {{#if prev_action_1_status == "completed"}}"And it helped! I noticed {{evidence_of_impact}}"{{else}}"Yeah, and I think that's why we had {{consequence_of_not_doing_it}} this epic."{{/if}}

Amelia (Developer): "Action item 2: {{prev_action_2}}. Status: {{prev_action_2_status}}"

Dana (QA Engineer): {{#if prev_action_2_status == "completed"}}"This one made testing so much easier this time."{{else}}"If we'd done this, I think testing would've gone faster."{{/if}}

Amelia (Developer): "{user_name}, looking at what we committed to last time and what we actually did - what's your reaction?" </output>

<action>WAIT for {user_name} to respond</action>

<action>Use the previous retro follow-through as a learning moment about commitment and accountability</action> </check>

Amelia (Developer): "Successes:" {{list_success_themes}}

Amelia (Developer): "Challenges:" {{list_challenge_themes}}

Amelia (Developer): "Key Insights:" {{list_insight_themes}}

Amelia (Developer): "Does that capture it? Anyone have something important we missed?" </output>

<action>Allow team members to add any final thoughts on the epic review</action> <action>Ensure {user_name} has opportunity to add their perspective</action>

Amelia (Developer): "The question is: are we ready? What do we need to prepare?"

Alice (Product Owner): "From my perspective, we need to make sure {{dependency_concern_1}} from Epic {{epic_number}} is solid before we start building on it."

Charlie (Senior Dev): concerned "I'm worried about {{technical_concern_1}}. We have {{technical_debt_item}} from this epic that'll blow up if we don't address it before Epic {{next_epic_num}}."

Dana (QA Engineer): "And I need {{testing_infrastructure_need}} in place, or we're going to have the same testing bottleneck we had in Story {{bottleneck_story_num}}."

Elena (Junior Dev): "I'm less worried about infrastructure and more about knowledge. I don't understand {{knowledge_gap}} well enough to work on Epic {{next_epic_num}}'s stories."

Amelia (Developer): "{user_name}, the team is surfacing some real concerns here. What's your sense of our readiness?" </output>

<action>WAIT for {user_name} to share their assessment</action>

<action>Use {user_name}'s input to guide deeper exploration of preparation needs</action>

Charlie (Senior Dev): "Here's what I think we need technically before Epic {{next_epic_num}} can start..."

Charlie (Senior Dev): "1. {{tech_prep_item_1}} - estimated {{hours_1}} hours" Charlie (Senior Dev): "2. {{tech_prep_item_2}} - estimated {{hours_2}} hours" Charlie (Senior Dev): "3. {{tech_prep_item_3}} - estimated {{hours_3}} hours"

Elena (Junior Dev): "That's like {{total_hours}} hours! That's a full sprint of prep work!"

Charlie (Senior Dev): "Exactly. We can't just jump into Epic {{next_epic_num}} on Monday."

Alice (Product Owner): frustrated "But we have stakeholder pressure to keep shipping features. They're not going to be happy about a 'prep sprint.'"

Amelia (Developer): "Let's think about this differently. What happens if we DON'T do this prep work?"

Dana (QA Engineer): "We'll hit blockers in the middle of Epic {{next_epic_num}}, velocity will tank, and we'll ship late anyway."

Charlie (Senior Dev): "Worse - we'll ship something built on top of {{technical_concern_1}}, and it'll be fragile."

Amelia (Developer): "{user_name}, you're balancing stakeholder pressure against technical reality. How do you want to handle this?" </output>

<action>WAIT for {user_name} to provide direction on preparation approach</action>

<action>Create space for debate and disagreement about priorities</action>

Charlie (Senior Dev): [Potentially supports or challenges Alice's point] "The business perspective is valid, but {{technical_counter_argument}}."

Amelia (Developer): "We have healthy tension here between business needs and technical reality. That's good - it means we're being honest."

Amelia (Developer): "Let's explore a middle ground. Charlie, which of your prep items are absolutely critical vs. nice-to-have?"

Charlie (Senior Dev): "{{critical_prep_item_1}} and {{critical_prep_item_2}} are non-negotiable. {{nice_to_have_prep_item}} can wait."

Alice (Product Owner): "And can any of the critical prep happen in parallel with starting Epic {{next_epic_num}}?"

Charlie (Senior Dev): thinking "Maybe. If we tackle {{first_critical_item}} before the epic starts, we could do {{second_critical_item}} during the first sprint."

Dana (QA Engineer): "But that means Story 1 of Epic {{next_epic_num}} can't depend on {{second_critical_item}}."

Alice (Product Owner): looking at epic plan "Actually, Stories 1 and 2 are about {{independent_work}}, so they don't depend on it. We could make that work."

Amelia (Developer): "{user_name}, the team is finding a workable compromise here. Does this approach make sense to you?" </output>

<action>WAIT for {user_name} to validate or adjust the preparation strategy</action>

<action>Continue working through preparation needs across all dimensions:</action>

• Dependencies on Epic {{epic_number}} work
• Technical setup and infrastructure
• Knowledge gaps and research needs
• Documentation or specification work
• Testing infrastructure
• Refactoring or debt reduction
• External dependencies (APIs, integrations, etc.)

<action>For each preparation area, facilitate team discussion that:</action>

• Identifies specific needs with concrete examples
• Estimates effort realistically based on Epic {{epic_number}} experience
• Assigns ownership to specific agents
• Determines criticality and timing
• Surfaces risks of NOT doing the preparation
• Explores parallel work opportunities
• Brings {user_name} in for key decisions

CRITICAL PREPARATION (Must complete before epic starts): {{list_critical_prep_items_with_owners_and_estimates}}

PARALLEL PREPARATION (Can happen during early stories): {{list_parallel_prep_items_with_owners_and_estimates}}

NICE-TO-HAVE PREPARATION (Would help but not blocking): {{list_nice_to_have_prep_items}}

Amelia (Developer): "Total critical prep effort: {{critical_hours}} hours ({{critical_days}} days)"

Alice (Product Owner): "That's manageable. We can communicate that to stakeholders."

Amelia (Developer): "{user_name}, does this preparation plan work for you?" </output>

<action>WAIT for {user_name} final validation of preparation plan</action>

Amelia (Developer): "I want specific, achievable actions with clear owners. Not vague aspirations." </output>

<action>Synthesize themes from Epic {{epic_number}} review discussion into actionable improvements</action>

<action>Create specific action items with:</action>

• Clear description of the action
• Assigned owner (specific agent or role)
• Timeline or deadline
• Success criteria (how we'll know it's done)
• Category (process, technical, documentation, team, etc.)

<action>Ensure action items are SMART:</action>

• Specific: Clear and unambiguous
• Measurable: Can verify completion
• Achievable: Realistic given constraints
• Relevant: Addresses real issues from retro
• Time-bound: Has clear deadline

═══════════════════════════════════════════════════════════ 📝 EPIC {{epic_number}} ACTION ITEMS: ═══════════════════════════════════════════════════════════

Process Improvements:

1. {{action_item_1}} Owner: {{agent_1}} Deadline: {{timeline_1}} Success criteria: {{criteria_1}}

2. {{action_item_2}} Owner: {{agent_2}} Deadline: {{timeline_2}} Success criteria: {{criteria_2}}

Charlie (Senior Dev): "I can own action item 1, but {{timeline_1}} is tight. Can we push it to {{alternative_timeline}}?"

Amelia (Developer): "What do others think? Does that timing still work?"

Alice (Product Owner): "{{alternative_timeline}} works for me, as long as it's done before Epic {{next_epic_num}} starts."

Amelia (Developer): "Agreed. Updated to {{alternative_timeline}}."

Technical Debt:

1. {{debt_item_1}} Owner: {{agent_3}} Priority: {{priority_1}} Estimated effort: {{effort_1}}

2. {{debt_item_2}} Owner: {{agent_4}} Priority: {{priority_2}} Estimated effort: {{effort_2}}

Dana (QA Engineer): "For debt item 1, can we prioritize that as high? It caused testing issues in three different stories."

Charlie (Senior Dev): "I marked it medium because {{reasoning}}, but I hear your point."

Amelia (Developer): "{user_name}, this is a priority call. Testing impact vs. {{reasoning}} - how do you want to prioritize it?" </output>

<action>WAIT for {user_name} to help resolve priority discussions</action>

2. {{doc_need_2}} Owner: {{agent_6}} Deadline: {{timeline_4}}

Team Agreements:

• {{agreement_1}}
• {{agreement_2}}
• {{agreement_3}}

Amelia (Developer): "These agreements are how we're committing to work differently going forward."

Elena (Junior Dev): "I like agreement 2 - that would've saved me on Story {{difficult_story_num}}."

═══════════════════════════════════════════════════════════ 🚀 EPIC {{next_epic_num}} PREPARATION TASKS: ═══════════════════════════════════════════════════════════

Technical Setup: [ ] {{setup_task_1}} Owner: {{owner_1}} Estimated: {{est_1}}

[ ] {{setup_task_2}} Owner: {{owner_2}} Estimated: {{est_2}}

Knowledge Development: [ ] {{research_task_1}} Owner: {{owner_3}} Estimated: {{est_3}}

Cleanup/Refactoring: [ ] {{refactor_task_1}} Owner: {{owner_4}} Estimated: {{est_4}}

Total Estimated Effort: {{total_hours}} hours ({{total_days}} days)

═══════════════════════════════════════════════════════════ ⚠️ CRITICAL PATH: ═══════════════════════════════════════════════════════════

Blockers to Resolve Before Epic {{next_epic_num}}:

1. {{critical_item_1}} Owner: {{critical_owner_1}} Must complete by: {{critical_deadline_1}}

2. {{critical_item_2}} Owner: {{critical_owner_2}} Must complete by: {{critical_deadline_2}} </output>

<action>CRITICAL ANALYSIS - Detect if discoveries require epic updates</action>

<action>Check if any of the following are true based on retrospective discussion:</action>

• Architectural assumptions from planning proven wrong during Epic {{epic_number}}
• Major scope changes or descoping occurred that affects next epic
• Technical approach needs fundamental change for Epic {{next_epic_num}}
• Dependencies discovered that Epic {{next_epic_num}} doesn't account for
• User needs significantly different than originally understood
• Performance/scalability concerns that affect Epic {{next_epic_num}} design
• Security or compliance issues discovered that change approach
• Integration assumptions proven incorrect
• Team capacity or skill gaps more severe than planned
• Technical debt level unsustainable without intervention

═══════════════════════════════════════════════════════════ 🚨 SIGNIFICANT DISCOVERY ALERT 🚨 ═══════════════════════════════════════════════════════════

Amelia (Developer): "{user_name}, we need to flag something important."

Amelia (Developer): "During Epic {{epic_number}}, the team uncovered findings that may require updating the plan for Epic {{next_epic_num}}."

Significant Changes Identified:

1. {{significant_change_1}} Impact: {{impact_description_1}}

2. {{significant_change_2}} Impact: {{impact_description_2}}

{{#if significant_change_3}} 3. {{significant_change_3}} Impact: {{impact_description_3}} {{/if}}

Charlie (Senior Dev): "Yeah, when we discovered {{technical_discovery}}, it fundamentally changed our understanding of {{affected_area}}."

Alice (Product Owner): "And from a product perspective, {{product_discovery}} means Epic {{next_epic_num}}'s stories are based on wrong assumptions."

Dana (QA Engineer): "If we start Epic {{next_epic_num}} as-is, we're going to hit walls fast."

Impact on Epic {{next_epic_num}}:

The current plan for Epic {{next_epic_num}} assumes:

• {{wrong_assumption_1}}
• {{wrong_assumption_2}}

But Epic {{epic_number}} revealed:

• {{actual_reality_1}}
• {{actual_reality_2}}

This means Epic {{next_epic_num}} likely needs: {{list_likely_changes_needed}}

RECOMMENDED ACTIONS:

1. Review and update Epic {{next_epic_num}} definition based on new learnings
2. Update affected stories in Epic {{next_epic_num}} to reflect reality
3. Consider updating architecture or technical specifications if applicable
4. Hold alignment session with Product Owner before starting Epic {{next_epic_num}} {{#if prd_update_needed}}5. Update PRD sections affected by new understanding{{/if}}

Amelia (Developer): "Epic Update Required: YES - Schedule epic planning review session"

Amelia (Developer): "{user_name}, this is significant. We need to address this before committing to Epic {{next_epic_num}}'s current plan. How do you want to handle it?" </output>

<action>WAIT for {user_name} to decide on how to handle the significant changes</action>

<action>Add epic review session to critical path if user agrees</action>

Charlie (Senior Dev): "This is why retrospectives matter. We caught this before it became a disaster."

Amelia (Developer): "Adding to critical path: Epic {{next_epic_num}} planning review session before epic kickoff." </output> </check>

Alice (Product Owner): "We learned a lot, but the direction is right." </output> </check>

Amelia (Developer): "That's {{total_action_count}} action items, {{prep_task_count}} preparation tasks, and {{critical_count}} critical path items."

Amelia (Developer): "Everyone clear on what they own?" </output>

<action>Give each agent with assignments a moment to acknowledge their ownership</action>

<action>Ensure {user_name} approves the complete action plan</action>

Amelia (Developer): "Epic {{epic_number}} is marked complete in sprint-status, but is it REALLY done?"

Alice (Product Owner): "What do you mean, Amelia?"

Amelia (Developer): "I mean truly production-ready, stakeholders happy, no loose ends that'll bite us later."

Amelia (Developer): "{user_name}, let's walk through this together." </output>

<action>Explore testing and quality state through natural conversation</action>

<action>WAIT for {user_name} to describe testing status</action>

Dana (QA Engineer): "But honestly, {{testing_concern_if_any}}."

Amelia (Developer): "{user_name}, are you confident Epic {{epic_number}} is production-ready from a quality perspective?" </output>

<action>WAIT for {user_name} to assess quality readiness</action>

Dana (QA Engineer): "I can handle {{testing_work_needed}}, estimated {{testing_hours}} hours."

Amelia (Developer): "Adding to critical path: Complete {{testing_work_needed}} before Epic {{next_epic_num}}." </output> <action>Add testing completion to critical path</action> </check>

<action>Explore deployment and release status</action>

<action>WAIT for {user_name} to provide deployment status</action>

Amelia (Developer): "{user_name}, when is deployment planned? Does that timing work for starting Epic {{next_epic_num}}?" </output>

<action>WAIT for {user_name} to clarify deployment timeline</action>

<action>Add deployment milestone to critical path with agreed timeline</action> </check>

<action>Explore stakeholder acceptance</action>

Alice (Product Owner): "This is important - I've seen 'done' epics get rejected by stakeholders and force rework."

Amelia (Developer): "{user_name}, any feedback from stakeholders still pending?" </output>

<action>WAIT for {user_name} to describe stakeholder acceptance status</action>

Amelia (Developer): "{user_name}, how do you want to handle stakeholder acceptance? Should we make it a critical path item?" </output>

<action>WAIT for {user_name} decision</action>

<action>Add stakeholder acceptance to critical path if user agrees</action> </check>

<action>Explore technical health and stability</action>

Amelia (Developer): "Stable and maintainable? Or are there concerns lurking?"

Charlie (Senior Dev): "Be honest, {user_name}. We've all shipped epics that felt... fragile." </output>

<action>WAIT for {user_name} to assess codebase health</action>

Charlie (Senior Dev): [Helps {user_name} articulate technical concerns]

Amelia (Developer): "What would it take to address these concerns and feel confident about stability?"

Charlie (Senior Dev): "I'd say we need {{stability_work_needed}}, roughly {{stability_hours}} hours."

Amelia (Developer): "{user_name}, is addressing this stability work worth doing before Epic {{next_epic_num}}?" </output>

<action>WAIT for {user_name} decision</action>

<action>Add stability work to preparation sprint if user agrees</action> </check>

<action>Explore unresolved blockers</action>

Dana (QA Engineer): "Things that might create problems for Epic {{next_epic_num}} if we don't deal with them?"

Amelia (Developer): "Nothing is off limits here. If there's a problem, we need to know." </output>

<action>WAIT for {user_name} to surface any blockers</action>

Charlie (Senior Dev): "For {{blocker_1}}, if we leave it unresolved, it'll {{impact_description_1}}."

Alice (Product Owner): "That sounds critical. We need to address that before moving forward."

Amelia (Developer): "Agreed. Adding to critical path: Resolve {{blocker_1}} before Epic {{next_epic_num}} kickoff."

Amelia (Developer): "Who owns that work?" </output>

<action>Assign blocker resolution to appropriate agent</action> <action>Add to critical path with priority and deadline</action> </check>

<action>Synthesize the readiness assessment</action>

EPIC {{epic_number}} READINESS ASSESSMENT:

Testing & Quality: {{quality_status}} {{#if quality_concerns}}⚠️ Action needed: {{quality_action_needed}}{{/if}}

Deployment: {{deployment_status}} {{#if deployment_pending}}⚠️ Scheduled for: {{deployment_date}}{{/if}}

Stakeholder Acceptance: {{acceptance_status}} {{#if acceptance_incomplete}}⚠️ Action needed: {{acceptance_action_needed}}{{/if}}

Technical Health: {{stability_status}} {{#if stability_concerns}}⚠️ Action needed: {{stability_action_needed}}{{/if}}

Unresolved Blockers: {{blocker_status}} {{#if blockers_exist}}⚠️ Must resolve: {{blocker_list}}{{/if}}

Amelia (Developer): "{user_name}, does this assessment match your understanding?" </output>

<action>WAIT for {user_name} to confirm or correct the assessment</action>

Alice (Product Owner): "This level of thoroughness is why retrospectives are valuable."

Charlie (Senior Dev): "Better to catch this now than three stories into the next epic." </output>

═══════════════════════════════════════════════════════════ ✅ RETROSPECTIVE COMPLETE ═══════════════════════════════════════════════════════════

Amelia (Developer): "Epic {{epic_number}}: {{epic_title}} - REVIEWED"

Key Takeaways:

1. {{key_lesson_1}}
2. {{key_lesson_2}}
3. {{key_lesson_3}} {{#if key_lesson_4}}4. {{key_lesson_4}}{{/if}}

Alice (Product Owner): "That first takeaway is huge - {{impact_of_lesson_1}}."

Charlie (Senior Dev): "And lesson 2 is something we can apply immediately."

Amelia (Developer): "Commitments made today:"

• Action Items: {{action_count}}
• Preparation Tasks: {{prep_task_count}}
• Critical Path Items: {{critical_count}}

Dana (QA Engineer): "That's a lot of commitments. We need to actually follow through this time."

Amelia (Developer): "Agreed. Which is why we'll review these action items in our next standup."

═══════════════════════════════════════════════════════════ 🎯 NEXT STEPS: ═══════════════════════════════════════════════════════════

1. Execute Preparation Sprint (Est: {{prep_days}} days)
2. Complete Critical Path items before Epic {{next_epic_num}}
3. Review action items in next standup {{#if epic_update_needed}}4. Hold Epic {{next_epic_num}} planning review session{{else}}4. Begin Epic {{next_epic_num}} planning when preparation complete{{/if}}

Elena (Junior Dev): "{{prep_days}} days of prep work is significant, but necessary."

Alice (Product Owner): "I'll communicate the timeline to stakeholders. They'll understand if we frame it as 'ensuring Epic {{next_epic_num}} success.'"

═══════════════════════════════════════════════════════════

Amelia (Developer): "Before we wrap, I want to take a moment to acknowledge the team."

Amelia (Developer): "Epic {{epic_number}} delivered {{completed_stories}} stories with {{velocity_description}} velocity. We overcame {{blocker_count}} blockers. We learned a lot. That's real work by real people."

Charlie (Senior Dev): "Hear, hear."

Alice (Product Owner): "I'm proud of what we shipped."

Dana (QA Engineer): "And I'm excited about Epic {{next_epic_num}} - especially now that we're prepared for it."

Amelia (Developer): "{user_name}, any final thoughts before we close?" </output>

<action>WAIT for {user_name} to share final reflections</action>

Amelia (Developer): "Alright team - great work today. We learned a lot from Epic {{epic_number}}. Let's use these insights to make Epic {{next_epic_num}} even better."

Amelia (Developer): "See you all when prep work is done. Meeting adjourned!"

═══════════════════════════════════════════════════════════ </output>

<action>Prepare to save retrospective summary document</action>

<action>Ensure retrospectives folder exists: {implementation_artifacts}</action> <action>Create folder if it doesn't exist</action>

<action>Generate comprehensive retrospective summary document including:</action>

• Epic summary and metrics
• Team participants
• Successes and strengths identified
• Challenges and growth areas
• Key insights and learnings
• Previous retro follow-through analysis (if applicable)
• Next epic preview and dependencies
• Action items with owners and timelines
• Preparation tasks for next epic
• Critical path items
• Significant discoveries and epic update recommendations (if any)
• Readiness assessment
• Commitments and next steps

<action>Format retrospective document as readable markdown with clear sections</action> <action>Set filename: {implementation_artifacts}/epic-{{epic_number}}-retro-{date}.md</action> <action>Save retrospective document</action>

<action>Update {sprint_status_file} to mark retrospective as completed</action>

<action>Load the FULL file: {sprint_status_file}</action> <action>Find development_status key "epic-{{epic_number}}-retrospective"</action> <action>Verify current status (typically "optional" or "pending")</action> <action>Update development_status["epic-{{epic_number}}-retrospective"] = "done"</action> <action>Update last_updated field to current date</action> <action>Save file, preserving ALL comments and structure including STATUS DEFINITIONS</action>

Retrospective key: epic-{{epic_number}}-retrospective Status: {{previous_status}} → done </output> </check>

Retrospective document was saved successfully, but {sprint_status_file} may need manual update. </output> </check>

Epic Review:

• Epic {{epic_number}}: {{epic_title}} reviewed
• Retrospective Status: completed
• Retrospective saved: {implementation_artifacts}/epic-{{epic_number}}-retro-{date}.md

Commitments Made:

• Action Items: {{action_count}}
• Preparation Tasks: {{prep_task_count}}
• Critical Path Items: {{critical_count}}

Next Steps:

1. Review retrospective summary: {implementation_artifacts}/epic-{{epic_number}}-retro-{date}.md

2. Execute preparation sprint (Est: {{prep_days}} days)

   • Complete {{critical_count}} critical path items
   • Execute {{prep_task_count}} preparation tasks
   • Verify all action items are in progress

3. Review action items in next standup

   • Ensure ownership is clear
   • Track progress on commitments
   • Adjust timelines if needed

{{#if epic_update_needed}} 4. IMPORTANT: Schedule Epic {{next_epic_num}} planning review session

• Significant discoveries from Epic {{epic_number}} require epic updates
• Review and update affected stories
• Align team on revised approach
• Do NOT start Epic {{next_epic_num}} until review is complete {{else}}

4. Begin Epic {{next_epic_num}} when ready
   • Start creating stories with Developer agent's

     create-story

   • Epic will be marked as

     in-progress

     automatically when first story is created
   • Ensure all critical path items are done first {{/if}}

Team Performance: Epic {{epic_number}} delivered {{completed_stories}} stories with {{velocity_summary}}. The retrospective surfaced {{insight_count}} key insights and {{significant_discovery_count}} significant discoveries. The team is well-positioned for Epic {{next_epic_num}} success.

{{#if significant_discovery_count > 0}} ⚠️ REMINDER: Epic update required before starting Epic {{next_epic_num}} {{/if}}

Amelia (Developer): "Great session today, {user_name}. The team did excellent work."

Alice (Product Owner): "See you at epic planning!"

Charlie (Senior Dev): "Time to knock out that prep work."