sde-meeting-toolkit/QUICKSTART.md

Quick Start: SDE Meeting Toolkit

Open a tool

1. Go to the tools folder.
2. Double-click field-problem-workshop.html or scope-lock-meeting-suite.html.
3. The file opens in your default browser.

No install step is needed for this method.

Field Problem Workshop

The tool has three panels: Problem Map, Breadcrumbs, Actions.

Problem Map panel

1. Type a problem into the entry box and click Add.
2. Click Add cluster to create a new group.
3. Drag a problem into a cluster, or use the cluster picker on the item.
4. Use dot voting to mark priority problems.
5. Unsorted problems stay under Unclustered at the top.

Breadcrumbs panel

1. Click Add a blank breadcrumb to start a new one.
2. Fill in Baseline, Method, Metric, and, once you have a baseline, Target.
3. Click Scan for incomplete items to find breadcrumbs missing a field.
4. Click Save on a breadcrumb to lock in your edits.

Actions panel

1. Click Add to create an action item.
2. Assign an owner and a due date.
3. Click Save to store the action.

Save your session

The tool does not save to disk on its own.

1. Click Save JSON before you close the tab.
2. Store the file somewhere you can find it.
3. Next time, click Load JSON and pick that file to pick up where you left off.
4. Click Export summary to produce the meeting write-up (markdown).
5. Click Reset only when you want to return to the July 21 baseline (43 problems, 7 clusters, 6 breadcrumbs, 5 actions). Reset erases current data, so export first.

Scope Lock Meeting Suite

The tool has four panels: Scope Boundary Board, MVP Priority Ranker, Decision Registry, Micron Pilot Readiness.

Scope Boundary Board

1. Click Add item to enter a new scope item.
2. Move it into one of four columns: In MVP, Later Phase, Out, Parking Lot.
3. Items start in Unsorted until you sort them.

MVP Priority Ranker

1. Use Move line up / Move line down to reorder items by priority.

Decision Registry

1. Click Log decision to record a decision made in the meeting.

Micron Pilot Readiness

1. Review the readiness checklist shown on this panel.

Save your session

1. This tool autosaves to the browser's local storage on the computer you use. It does not need a manual save step.
2. Local storage does not follow you to another computer or browser.
3. Click Export meeting summary to create the durable record to share or file.
4. Reset all returns the tool to its starting state. Export first if you want to keep current data.

Run it from a local server instead

Use this if you want the tools served over HTTP, or if you want the AI draft button to work outside of Claude.

1. Open a terminal in the sde-meeting-toolkit folder.
2. Run npm run serve.
3. Open http://localhost:5173 in a browser.
4. Click a tool link on that page, or go directly to a file under tools.

Use the AI draft button

The Field Problem Workshop has an AI draft feature on the Breadcrumbs panel. It calls Claude to draft breadcrumb fields for you. Use one of these two methods.

Method A: Local server (needs an API key)

1. Copy .env.example to a new file named .env, in the sde-meeting-toolkit folder.
2. Open .env and set ANTHROPIC_API_KEY to your key.
3. Run npm run serve.
4. Open the tool at http://localhost:5173/tools/field-problem-workshop.html.
5. Click the AI draft button.

If the button reports a missing key, check that .env exists, holds the correct key, and that you restarted the server after editing it.

Method B: Claude artifact (no key needed)

1. Upload field-problem-workshop.html to a Claude chat, or add it to a Claude project.
2. Ask Claude to render it as an artifact.
3. Use the AI draft button from inside that artifact.

If you open the file directly, with no server running, the AI draft button fails. This is expected. Use Method A or Method B instead.

Install the breadcrumb skill

1. In Claude, open skills/construction-breadcrumbs.skill.
2. Use Save skill to install it.
3. Start a new chat to use it.

Next: open a tool and click Add to create your first item.