TS — TFW-24 / Phase B: Research Stage Templates¶

Date: 2026-04-04 Author: Coordinator Status: 🟡 TS_DRAFT — Awaiting approval Parent HL: HL-TFW-24

1. Objective¶

Create canonical templates for the 4 research stage files (briefing, gather, extract, challenge) in .tfw/templates/research/. These templates give the Researcher role a concrete starting point for each stage, enforce Goal anchoring from HL §1, and guarantee consistent Checkpoint format for the filesystem state machine.

2. Scope¶

In Scope¶

4 template files in .tfw/templates/research/
base.md Step 3 → reference templates instead of conventions
conventions.md §4 → replace inline format with templates reference
Adapter sync (.agent/workflows/tfw-research.md)

Out of Scope¶

Changes to RES synthesis template (done in Phase A)
OODA loop or mode file changes
Briefing content changes (Step 4 already defines what goes in briefing)

3. Affected Files¶

File	Action	Description
`.tfw/templates/research/briefing.md`	CREATE	Briefing template: Research Plan, Hypotheses, Scope, Guiding Questions, User Direction
`.tfw/templates/research/gather.md`	CREATE	Gather stage: "What do we NOT know?" — external + internal findings
`.tfw/templates/research/extract.md`	CREATE	Extract stage: "What do we NOT see?" — analysis, patterns, gaps
`.tfw/templates/research/challenge.md`	CREATE	Challenge stage: "What do we NOT expect?" — edge cases, stress tests
`.tfw/workflows/research/base.md`	MODIFY	Step 3: reference templates. Step 4: template ref for briefing. Step 5: template ref for stages
`.tfw/conventions.md`	MODIFY	§4: replace inline stage format with templates reference
`.agent/workflows/tfw-research.md`	MODIFY	Sync from base.md

Budget: 4 new files, 3 modifications = 7 total. Limits: max 14 files, max 8 new. ✅ Within budget.

4. Detailed Steps¶

Step 1: Create `.tfw/templates/research/briefing.md`¶

# Briefing
> Parent: `HL-{PREFIX}-{N}`
> Goal: {from HL §1 Vision — one sentence}

## Research Plan
{3-5 bullets per stage: what to investigate}

## Hypotheses (from HL §10)

| # | Hypothesis | HL Status |
|---|-----------|-----------|
| H1 | {text} | open |

## Scope Intent
- **In scope:** {what research covers}
- **Out of scope:** {what research does NOT cover}

## Guiding Questions
1. {≤3 questions for the user}

## User Direction
{Record user answers and steering decisions here during briefing discussion}

---
Stage complete: YES / NO

Step 2: Create `.tfw/templates/research/gather.md`¶

# Gather — "What do we NOT know?"
> Parent: `HL-{PREFIX}-{N}`
> Goal: {from HL §1 Vision — one sentence}

## Findings

### {G1: source/topic title}
{content}

### {G2: source/topic title}
{content}

## Checkpoint

| Found | Remaining |
|-------|-----------|
| {key finding} | {gap, if any} |

**Sufficiency:**
- [ ] External source used?
- [ ] Briefing gap closed?

Stage complete: YES / NO
→ User decision: ___

Step 3: Create `.tfw/templates/research/extract.md`¶

# Extract — "What do we NOT see?"
> Parent: `HL-{PREFIX}-{N}`
> Goal: {from HL §1 Vision — one sentence}

## Findings

### {E1: analysis title}
{content — patterns, comparisons, internal file analysis}

### {E2: analysis title}
{content}

## Checkpoint

| Found | Remaining |
|-------|-----------|
| {key finding} | {gap, if any} |

**Sufficiency:**
- [ ] External source used?
- [ ] Briefing gap closed?

Stage complete: YES / NO
→ User decision: ___

Step 4: Create `.tfw/templates/research/challenge.md`¶

# Challenge — "What do we NOT expect?"
> Parent: `HL-{PREFIX}-{N}`
> Goal: {from HL §1 Vision — one sentence}

## Findings

### {C1: edge case / stress test title}
{content — what could go wrong, alternatives, counter-evidence}

### {C2: edge case / stress test title}
{content}

## Checkpoint

| Found | Remaining |
|-------|-----------|
| {key finding} | {gap, if any} |

**Sufficiency:**
- [ ] External source used?
- [ ] Briefing gap closed?

Stage complete: YES / NO
→ User decision: ___

Step 5: Update `base.md` Steps 3, 4, and 5¶

Step 3 — change:

Create `research/` subfolder in task directory. → See `conventions.md §4 (Research subfolder)` for file list and format.

To:

Create `research/` subfolder in task directory. Copy templates from `templates/research/`. Fill Goal from HL §1 Vision.

Step 4 — change:

Write Briefing to `research/briefing.md`:

To:

Write Briefing to `research/briefing.md` (use `templates/research/briefing.md`):

Step 5 — change:

Cover all three. Order flexible. Each stage writes to its file in `research/`. Each uses the OODA loop below.

To:

Cover all three. Order flexible. Each stage uses its template from `templates/research/` and writes to `research/`. Each uses the OODA loop below.

Step 6: Update `conventions.md` §4¶

Replace inline stage file format block with:

Stage file format: see `.tfw/templates/research/` (briefing.md, gather.md, extract.md, challenge.md).

Step 7: Adapter sync¶

cp .tfw/workflows/research/base.md .agent/workflows/tfw-research.md

5. Acceptance Criteria¶

[ ] 4 template files exist in .tfw/templates/research/
[ ] Each stage template has: Parent HL link, Goal from §1 Vision, Findings section, Checkpoint with Stage complete: YES / NO
[ ] Each stage template has its guiding question as subtitle (D28): Gather = "What do we NOT know?", Extract = "What do we NOT see?", Challenge = "What do we NOT expect?"
[ ] Briefing template includes: Research Plan, Hypotheses table, Scope Intent, Guiding Questions, User Direction
[ ] Gather/Extract/Challenge templates include Sufficiency checklist (external source + briefing gap)
[ ] base.md Step 3 references templates/research/
[ ] base.md Step 4 references templates/research/briefing.md
[ ] base.md Step 5 references templates/research/ for stage files
[ ] conventions.md §4 references templates instead of inline format
[ ] Adapter synced

6. Phase Risks¶

Risk	Mitigation
Templates too rigid → agent can't adapt to specific research	Templates are starting points, not contracts. Findings section is free-form
base.md word count exceeds 600 after Step 3 change	Change is same word count (~12 words → ~12 words). No budget impact

TS — TFW-24 / Phase B: Research Stage Templates | 2026-04-04