Project Setup Templates

This folder contains templates for setting up new client project repositories. Use these templates to ensure consistent documentation structure across all Brainforge engagements.


Templates Included

TemplatePurposeWhen to Use
agents-template.mdProject guide for AI agents and team membersStart of every new client engagement
discovery-wiki-template.mdCentral knowledge base for stakeholder insightsDiscovery-focused projects
meeting-workflow-guide-template.mdProcess for documenting meetingsProjects with multiple stakeholders
meeting-agenda-template.mdIndividual meeting agenda structureEvery stakeholder meeting

How to Use These Templates

Starting a New Client Project

  1. Create a new repository for the client (or folder if using a monorepo).
  2. Copy agents-template.md to the root as agents.md.
  3. Fill in the project-specific details: client name, stakeholders, timeline, goals.
  4. If the project involves discovery work, copy discovery-wiki-template.md as DISCOVERY_WIKI.md.
  5. Copy meeting-workflow-guide-template.md as MEETING_WORKFLOW_GUIDE.md.
  6. Create a meeting_agendas/ folder and copy meeting-agenda-template.md as MEETING_TEMPLATE.md.
client-project/
  agents.md                          # Project guide (from agents-template.md)
  DISCOVERY_WIKI.md                  # Central knowledge base (from discovery-wiki-template.md)
  MEETING_WORKFLOW_GUIDE.md          # Meeting documentation process
  README.md                          # Project overview
  meeting_agendas/
    README.md
    MEETING_TEMPLATE.md              # Copy this for each meeting
    2025-01-15_stakeholder_topic.md  # Individual meeting agendas
  meeting_transcripts/
    README.md
    meeting_01_15_2025.md            # Raw transcripts
  meeting_notes/
    README.md
  resources/
    README.md
    SOW-Client-Brainforge.md         # Statement of work

Template Customization

Each template includes placeholder sections marked with [BRACKETS]. Replace these with project-specific content.

Common customizations:

  • agents.md: Update stakeholder lists, project goals, timeline, tech stack.
  • DISCOVERY_WIKI.md: Add sections for client-specific systems, workflows, and pain points.
  • Meeting agendas: Tailor questions and objectives for each stakeholder.

Best Practices

  1. Start with agents.md: This file provides context for AI tools and team members. Create it first.
  2. Update the wiki continuously: The discovery wiki should be updated after every meeting.
  3. Use consistent naming: Follow the date format YYYY-MM-DD_topic.md for meeting files.
  4. Link between documents: Reference meeting agendas from the wiki and vice versa.
  5. Follow the style guide: All documents should follow STYLE-GUIDE.md.

Questions

If you have questions about these templates or want to propose improvements, discuss with the team. Templates should evolve based on what works well in practice.