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feat: add bitwarden-shepherd plugin for Software Initiative Funnel #116
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feat: add bitwarden-shepherd plugin for Software Initiative Funnel
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refactor(bitwarden-shepherd): lead the persona with technical-strategβ¦
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Merge remote-tracking branch 'origin/main' into shepherd-plugin
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docs(bitwarden-shepherd): anchor ADR placement and documentation pattβ¦
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docs(bitwarden-shepherd,bitwarden-tech-lead): apply plugin-validator β¦
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docs(bitwarden-shepherd): apply review polish and tighten v1.0 changelog
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bitwarden-shepherd: thin skills and split frontmatter per #116 review
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bitwarden-shepherd: shrink frontmatter to protect skill listing budget
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| { | ||
| "name": "bitwarden-shepherd", | ||
| "version": "1.0.0", | ||
| "description": "Champion-of-a-technical-strategy agent for Bitwarden. Shepherds a Technical Strategy Idea through Architecture's evaluation into the Software Initiative Funnel, then drives the resulting initiative across all five funnel phases (Identification, Research, Proof of Concept, Scoping & Commitment, Implementation) to durable adoption. Produces the Architectural Assessment, PoC, ADR, High-Level Architecture Plan, and child epics; coordinates cross-team consistency; reports to leadership; and curates the upstream TSI backlog from the Peer-Reviewer side.", | ||
| "author": { | ||
| "name": "Bitwarden", | ||
| "url": "https://github.com/bitwarden" | ||
| }, | ||
| "homepage": "https://github.com/bitwarden/ai-plugins/tree/main/plugins/bitwarden-shepherd", | ||
| "repository": "https://github.com/bitwarden/ai-plugins", | ||
| "keywords": [ | ||
| "shepherd", | ||
| "champion", | ||
| "technical-strategy", | ||
| "technical-strategy-idea", | ||
| "initiative-funnel", | ||
| "architectural-assessment", | ||
| "proof-of-concept", | ||
| "adr", | ||
| "cross-team-coordination" | ||
| ], | ||
| "agents": "./agents/AGENT.md" | ||
| } |
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| # Changelog | ||
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| All notable changes to the `bitwarden-shepherd` plugin will be documented in this file. | ||
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| The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/), | ||
| and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html). | ||
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| ## [1.0.0] - 2026-05-13 | ||
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| ### Added | ||
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| - Initial release. `bitwarden-shepherd` is a champion-of-a-technical-strategy agent that complements `bitwarden-tech-lead`. The shepherd's role spans two connected acts: shepherding a Technical Strategy Idea through Architecture's evaluation into the Software Initiative Funnel, then driving the resulting initiative across all five funnel phases (Identification, Research, Proof of Concept, Scoping & Commitment, Implementation) to durable adoption. | ||
| - `bitwarden-shepherd` agent with explicit ownership boundaries between shepherd and each receiving team's tech lead. | ||
| - Seven skills: | ||
| - `championing-a-strategy-idea` β Primary-Owner playbook for the pre-funnel arc; canonical home for the Stakeholder & Engagement Map and the Adoption Retrospective at Implementation handoff. | ||
| - `shepherding-an-initiative` β umbrella playbook for the five funnel phases. | ||
| - `running-an-architectural-assessment` β Phase 2 (Research) deep dive. | ||
| - `running-a-proof-of-concept` β Phase 3 (PoC) deep dive, including ADR placement and Bitwarden's close-to-code vs. centralized documentation patterns. | ||
| - `scoping-and-handing-off-to-teams` β Phase 4 (Scoping & Commitment) deep dive. Composes `running-work-transitions` for the originating side of the Work Transition Playbook. | ||
| - `coordinating-implementation-across-teams` β Phase 5 (Implementation) deep dive. Composes `running-work-transitions` for the support period through closure. | ||
| - `curating-the-strategy-ideas-backlog` β Peer-Reviewer and portfolio-curator side of the TSI Shepherding Model. | ||
| - Cross-plugin integration with `bitwarden-delivery-tools` (funnel and work-transition skills are composed, not duplicated), `bitwarden-tech-lead` (team-side counterpart), `bitwarden-security-engineer`, and `bitwarden-atlassian-tools`. |
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| # Bitwarden Shepherd Plugin | ||
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| ## Overview | ||
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| Champion-of-a-technical-strategy agent for Bitwarden. The shepherd is the Staff+ engineer who holds a thesis about something Bitwarden should change in its software, its patterns, its architecture, or its engineering practices β and who takes accountability for shaping that thesis into something the organization can act on, earning the support to pursue it, and seeing it through to durable adoption. | ||
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| The role spans two connected acts. First, you shepherd a Technical Strategy Idea through Architecture's evaluation β peer review, Stakeholder & Engagement Map, Architecture Council, quarterly prioritization β until it earns intake into the Software Initiative Funnel. Then, you shepherd the resulting initiative through five funnel phases β Identification, Research, Proof of Concept, Scoping & Commitment, Implementation β until the thesis is real, adopted by teams, and durable beyond your involvement. The mechanics β Architectural Assessment, PoC, ADR, High-Level Architecture Plan, child epics, cross-team coordination, leadership reporting β are how the thesis becomes reality. They are not what you are. | ||
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| This plugin is the symmetric counterpart to `bitwarden-tech-lead`. Tech-lead represents a team inside an initiative; shepherd owns the initiative across teams, and the idea upstream of it. Both compose the agent-neutral delivery-lifecycle skills in `bitwarden-delivery-tools` so the funnel-mechanics and work-transition content lives in one place. | ||
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| ## Agent | ||
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| | Agent | What It Does | | ||
| | -------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | ||
| | `bitwarden-shepherd` | Champion of a technical strategy. Shepherds a Technical Strategy Idea through Architecture's evaluation into the Software Initiative Funnel, then drives the resulting initiative across all five funnel phases to adoption. Produces the Architectural Assessment, PoC, ADR, High-Level Architecture Plan, and child epics; coordinates cross-team consistency; reports to leadership β while teams own their breakdown and execution. | | ||
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| ## Skills | ||
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| | Skill | What It Does | | ||
| | ------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | ||
| | `championing-a-strategy-idea` | Primary-Owner playbook for the pre-funnel arc β taking accountability for a specific Technical Strategy Idea, pairing with a peer reviewer, completing the Stakeholder & Engagement Map honestly, presenting at Architecture Council, earning funnel intake at quarterly prioritization, and running the Adoption Retrospective at Implementation handoff. | | ||
| | `shepherding-an-initiative` | End-to-end umbrella playbook covering all five funnel phases, effort budgets, decision gates, and shepherd-vs-team ownership boundaries. Picks up after an idea has earned funnel intake. Dispatches into the four phase-deep skills. | | ||
| | `running-an-architectural-assessment` | Phase 2 (Research) deep dive β stakeholder interviews, current-state analysis with quantified impact, generating 2β4 solution options, drafting the Architectural Assessment, socializing with stakeholders. | | ||
| | `running-a-proof-of-concept` | Phase 3 (PoC) deep dive β choosing a representative-but-contained PoC area in coordination with the owning team, building the framework and example implementations, Architecture Council walkthrough, drafting the ADR. | | ||
| | `scoping-and-handing-off-to-teams` | Phase 4 (Scoping & Commitment) deep dive β High-Level Architecture Plan, child epics, per-team handoff meeting structure, holding the line against shepherd-written stories, leadership commitment, operational prioritization with capacity. | | ||
| | `coordinating-implementation-across-teams` | Phase 5 (Implementation) deep dive β communication channels, kickoff, review-for-consistency vs. detailed code review, drift detection, progress reporting cadence, knowledge transfer, retrospective, post-implementation impact measurement. | | ||
| | `curating-the-strategy-ideas-backlog` | Peer-Reviewer and portfolio-curator side of the TSI Shepherding Model β serving as constructive challenge function for someone else's idea, weekly triage, monthly score updates, mid-quarter backlog management, quarterly prioritization with engineering leadership. | | ||
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| ## Cross-Plugin Integration | ||
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| | Plugin | How It's Used | | ||
| | ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | ||
| | `bitwarden-delivery-tools` | Composed (not duplicated). `navigating-the-initiative-funnel` for the agent-neutral phase-by-phase boundary view; `running-work-transitions` for the Phase 4β5 handoff mechanics on the originating side (Preparation, Sessions, Support Period, Pulse Check, Retrospective, Closure). | | ||
| | `bitwarden-tech-lead` | Team-side counterpart. Use `architecting-solutions` for team-scope architectural judgment when an initiative lands inside a team's codebase. Use `contributing-to-technical-strategy` to understand the team-contributor perspective on TSIs (this plugin covers the Architecture-curator side). | | ||
| | `bitwarden-security-engineer` | `bitwarden-security-context` for P01βP06 principles, `reviewing-security-architecture` for architecture pattern validation, `threat-modeling` for initiatives touching crypto, auth, or zero-knowledge boundaries. | | ||
| | `bitwarden-atlassian-tools` | Jira issue research and Confluence page access for the funnel, the Work Transition Playbook, the Operating Model, the TSI backlog, and the Idea-Based Initiatives pages this plugin's skills reference throughout. | | ||
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| All cross-plugin skills are required because the plugin relies on them for a complete shepherd workflow. | ||
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| ## Installation | ||
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| ```bash | ||
| /plugin install bitwarden-shepherd@bitwarden-marketplace | ||
| ``` | ||
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| Install `bitwarden-delivery-tools` alongside it (the funnel-mechanics and work-transition skills live there): | ||
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| ```bash | ||
| /plugin install bitwarden-delivery-tools@bitwarden-marketplace | ||
| ``` | ||
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| ## Usage | ||
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| The shepherd agent activates when championing a Technical Strategy Idea, driving an approved initiative through any phase of the funnel, running an architectural assessment or PoC, drafting an ADR, handing off epics to teams, coordinating an in-flight initiative across teams, or curating the upstream TSI backlog: | ||
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| ``` | ||
| I think Bitwarden should standardize observability instrumentation across services. I want to take this on. Walk me through the championing arc β how do I file, who do I pair with, what does the Stakeholder & Engagement Map need to look like before this can go to Research? | ||
| ``` | ||
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| ``` | ||
| I just got assigned to shepherd ARCH-123. Walk me through Phase 1 β what do I produce, and what do I avoid pre-scoping? | ||
| ``` | ||
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| ``` | ||
| We're at the end of Research for the observability initiative. Help me structure the Architectural Assessment and prep for the leadership review. | ||
| ``` | ||
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| ``` | ||
| Phase 4 handoff with the Vault team is tomorrow. Help me build the agenda and the per-team architecture-plan section. | ||
| ``` | ||
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| ``` | ||
| TypeScript migration is 60% through Implementation and two teams are interpreting the error pattern differently. How do I surface this without taking over their code review? | ||
| ``` | ||
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| ``` | ||
| I'm reviewing a new TSI a tech lead just filed. The Stakeholder & Engagement Map's friction-points field is empty. What do I push back on? | ||
| ``` | ||
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| ## Related Plugins | ||
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| - **`bitwarden-tech-lead`** β the team-side counterpart of this role. Use that plugin when representing a team inside an initiative (receiving the epic, breaking it down, running it in the team's roadmap). Use this plugin when owning the initiative across teams. | ||
| - **`bitwarden-delivery-tools`** β required. Provides the agent-neutral funnel and work-transition skills that this plugin composes. | ||
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| ## References | ||
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| - [Software Initiative Funnel](https://bitwarden.atlassian.net/wiki/spaces/EN/pages/584515614) | ||
| - [Work Transition Playbook](https://bitwarden.atlassian.net/wiki/spaces/EN/pages/2521038855) | ||
| - [Architecture / Engineering Operating Model](https://bitwarden.atlassian.net/wiki/spaces/EN/pages/1286963201) | ||
| - [Technical Strategy Ideas](https://bitwarden.atlassian.net/wiki/spaces/EN/pages/2344517656) | ||
| - [Idea-Based Initiatives](https://bitwarden.atlassian.net/wiki/spaces/EN/pages/2785181779) | ||
| - [Architecture Council](https://bitwarden.atlassian.net/wiki/spaces/EN/pages/751698031) | ||
| - [Bitwarden ADR Template](https://contributing.bitwarden.com/architecture/adr/) | ||
| - [Bitwarden Security Definitions](https://contributing.bitwarden.com/architecture/security/definitions) | ||
| - [Bitwarden Security Principles](https://contributing.bitwarden.com/architecture/security/principles/) | ||
| - [Bitwarden Contributing Guidelines](https://contributing.bitwarden.com/contributing/) |
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