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EXEC_CTRL_WORKSPACE_GUIDANCE_VALIDATION_CHECKLIST.md

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v1 reference. For new work use the v2 activation contract. Apply the workflow below only when explicitly maintaining a v1 adoption.

Exec-Ctrl Workspace Guidance Validation Checklist

Purpose

Use this checklist after copying templates/workspace-guidance into a target repository.

It is the validation step that turns copied prompt and instruction templates into repo-specific guidance that later agent sessions can trust.

Do not treat the copied .github/ files as ready until this checklist passes.

Pass Condition

The copied workspace-guidance layer is ready only when:

  • placeholder text is gone
  • build, test, and validation commands are repo-specific
  • doc paths and authority references match the target repository
  • only the prompt bundles the target repo actually needs remain active
  • the result is recorded in the active exec-ctrl evidence surface

Validation Checklist

1. Placeholder Sweep

  • search the copied .github/ files for <replace with, Replace this section, placeholder, and any source-repo wording that should not survive the copy
  • confirm .github/copilot-instructions.md no longer contains template commands or generic reminder text that depends on manual follow-up
  • if any placeholder remains, stop and finish customization before relying on the copied guidance

2. Build, Test, And Validation Commands

  • replace the template build, test, and lint or typecheck commands with commands that exist in the target repo
  • prefer the narrowest commands that produce evidence for the active bootstrap or initiative
  • run those commands or explicitly verify the repo's equivalent validation path before closure

3. Doc Location And Authority Alignment

  • confirm the copied guidance points to the real control-doc location such as docs/exec_ctrl/ or the target repo's numbered exec-ctrl series
  • if the repo uses a different path or naming model, update the copied instructions and prompts explicitly
  • make sure the copied guidance does not claim authority over docs that the target repo does not actually use

4. Prompt Bundle Fit

  • keep bootstrap-exec-ctrl.prompt.md
  • keep only the task-shape prompt bundles that match recurring work in the target repo
  • remove, defer, or document prompt bundles that would create noise or imply unsupported workflows
  • if the repo already has equivalent prompts, reconcile them instead of leaving duplicate entry points behind

5. Guidance Surface Conflicts

  • use .github/copilot-instructions.md or AGENTS.md, not both, unless the target repo already documents a safe coexistence rule
  • remove or reconcile conflicting guidance that would make later sessions guess which file is authoritative
  • confirm the copied guidance does not contradict repository-specific contribution, build, or operator docs

6. Repo-Specific Substitutions

  • replace source-repo assumptions in prompt text, folder paths, command names, and examples
  • confirm the target repo's package manager, test runner, and doc folders are named correctly
  • if the target repo does not use exec-ctrl numbering, remove that assumption from the copied guidance

7. Evidence Capture

  • record the completed validation in the active initiative audit log, decision log, or equivalent bootstrap evidence surface
  • note any deferred prompt bundles or unresolved guidance gaps explicitly rather than implying they were handled
  • close the bootstrap or refinement only when the copied guidance is both customized and checked

Recommended Validation Sweep

  1. copy the workspace-guidance pack
  2. customize .github/copilot-instructions.md and any copied prompts
  3. run a text search over .github/ for placeholder markers and source-repo wording
  4. verify or run the repo-specific build, test, and validation commands
  5. record the result in the active exec-ctrl evidence surface

Common Failure Modes

  • leaving template commands untouched
  • pointing to the wrong control-doc folder
  • copying every prompt bundle even though the repo only needs one or two
  • keeping duplicate or conflicting guidance files
  • treating the copied guidance as done without evidence

This checklist is intentionally small.

It should be cheap enough to use on every repo-link bootstrap and strict enough to keep copied guidance from becoming stale template residue.