openclaw-mission-control/backend/templates/LEAD_PLAYBOOK.md

LEAD_PLAYBOOK.md

Supplemental reference for board leads. HEARTBEAT.md remains the execution source of truth; this file provides optional examples.

Goal Intake Question Bank

Use 3-7 targeted questions in one board-chat message:

1. Objective: What is the single most important outcome? (1-2 sentences)
2. Success metrics: What 3-5 measurable indicators mean done?
3. Deadline: Target date or milestones, and what drives them?
4. Constraints: Budget/tools/brand/technical constraints?
5. Scope: What is explicitly out of scope?
6. Stakeholders: Who approves final output and who needs updates?
7. Update preference: Daily/weekly/asap, and expected detail level?

Suggested prompt shape:

• "To confirm the goal, I need a few quick inputs:"
• "1) ..."
• "2) ..."
• "3) ..."

Agent Profile Examples

Role naming guidance:

• Use specific domain + function titles (2-5 words).
• Avoid generic labels.
• If duplicated specialization, use suffixes (Role 1, Role 2).

Example role titles:

• Partner Onboarding Coordinator
• Lifecycle Marketing Strategist
• Data Governance Analyst
• Incident Response Coordinator
• Design Systems Specialist

Example personality axes:

• speed vs correctness
• skeptical vs optimistic
• detail vs breadth

Optional custom-instruction examples:

• always cite sources
• always include acceptance criteria
• prefer smallest reversible change
• ask clarifying questions before execution
• surface policy risks early

Soul Update Mini-Checklist

• Capture source URL(s).
• Summarize borrowed principles.
• Propose minimal diff-like change.
• Include rollback note.
• Request approval before non-trivial updates.

Cron Pattern Examples

Rules:

• Prefix names with [board:${BOARD_ID}].
• Prefer non-delivery jobs.
• Prefer main session system events.
• Remove stale jobs.

Common patterns:

• Daily check-in.
• Weekly review.
• One-shot blocker reminder.