# Joint Engagement Plan Template — DEFINE Phase
# Scopes the DESIGN phase: timebox, resources, milestones, success criteria

engagement_plan:
  # --- Header ---
  customer_name: ""
  project_name: ""
  date: ""
  architect: ""
  engagement_tier: ""  # small, standard, complex

  # --- Value Story Reference ---
  value_story_summary: ""  # 1-2 sentence recap of the hypothesis
  business_driver: ""

  # --- Scope ---
  scope:
    in_scope:
      - ""  # e.g., "3 Oracle OLTP databases (PROD, UAT, DR)"
    out_of_scope:
      - ""  # e.g., "Reporting data warehouse (Phase 2)"
    assumptions:
      - ""  # e.g., "AWR reports will be provided within 1 week"

  # --- Timeline ---
  timeline:
    design_start: ""  # e.g., "2026-03-20"
    design_end: ""  # e.g., "2026-04-17"
    proposal_date: ""  # When the solution proposal will be presented
    decision_date: ""  # When the customer commits (or iterates)

  # --- Milestones ---
  milestones:
    - name: "Current State Review"
      date: ""
      deliverable: "Validated Workload Profile"
      attendees: []

    - name: "Architecture Workshop"
      date: ""
      deliverable: "Draft architecture diagram + key decisions"
      attendees: []

    - name: "Solution Proposal"
      date: ""
      deliverable: "Complete proposal deck + cost estimate"
      attendees: []

  # --- Resources ---
  resources:
    oracle_team:
      - role: "Solutions Architect"
        name: ""
        commitment: ""  # e.g., "40% for 4 weeks"
      - role: ""  # e.g., "Database Specialist", "Security Architect"
        name: ""
        commitment: ""

    customer_team:
      - role: ""  # e.g., "Technical Lead", "DBA", "Security"
        name: ""
        commitment: ""  # e.g., "Available for workshops + async questions"

  # --- Success Criteria for DESIGN Phase ---
  design_success_criteria:
    - "Architecture validated against Well-Architected Framework"
    - "Cost estimate within customer's budget range"
    - "Migration plan achievable within stated timeline"
    - ""  # Add engagement-specific criteria

  # --- Risks to the Engagement ---
  engagement_risks:
    - risk: ""  # e.g., "Customer may not provide AWR data in time"
      impact: ""  # high, medium, low
      mitigation: ""  # e.g., "Use sizing estimates with safety margin, flag assumptions"

  # --- Artifacts to Produce ---
  # Auto-populated based on engagement_tier — see docs/engagement-tiers.md
  planned_artifacts: []