サービス製品化テンプレート集

最終確認: 2026-08-01
用途: サービス先行で提供している顧客成果を、標準範囲、再現可能な工程、限定された自動化、顧客移行へ段階的につなぐ

このファイルは運用・判断用の記入書式であり、契約書、法律・税務・会計・個人情報・安全性の個別助言ではない。顧客固有データ、秘密、個人情報、raw prompt、credential を貼らず、権限管理された evidence ID、path、hash、redacted summary を使う。

このファイルに現れる名称、ID、金額、時間、比率、件数、閾値、workflow の例は、記入方法を説明するための完全な架空例である。市場価格、成功率、標準工数、品質基準、法的基準、benchmark ではない。実際の契約、入金、作業記録、顧客確認、障害記録で置き換える。

章との責任境界

• 14 章: paid service job、scope envelope、exception taxonomy、delivery mode の promotion / reversal 原則の正本。
• 09 章: 内部時間価値、必要現金貢献、顧客別の現金・完全負荷後貢献、獲得・導入・継続容量、12 か月、13 週現金の正本。
• 11 章: account、opportunity、agreement、pilot、請求・入金、開始条件、価値確認、更新・終了の正本。
• 12 章: AI を含む eligible job、attempt、provider usage、tool effect、human work、品質・価値・incident、AI 原価の正本。
• 13 章: Codex task、exact fingerprint、ADR、threat、eval、review、release、rollback、本番観測の正本。
• 本書式: 上記の正本を再計算せず、サービス job の反復、標準範囲、例外、提供 mode、製品化判断へ参照 ID で接続する。

使う順序

1. 書式 1 で、顧客成果と標準範囲を version 固定する。
2. 対象となる全 eligible job を書式 2 へ一件一行作る。開始しなかった job、失敗、期限切れも落とさない。
3. 書式 3 で step、human work、exception を append-only に記録する。
4. 反復証拠がある step だけを書式 4 の automation candidate にする。
5. 書式 5 で、提供 mode の昇格または reversal を別 event として判定する。
6. 範囲、提供 mode、価格が変わる顧客は書式 6 で契約・通知・請求・fallback と一緒に移行する。
7. 書式 7 を週次 snapshot とし、Red、欠損、顧客価値、完全負荷後採算の順に読む。
8. 実装が必要な一変更だけを書式 8 から 13 章の task brief へ渡す。

共通データ契約

各書式の先頭で、少なくとも次を埋める。文書状態、業務状態、成熟状態、判断状態を一つの status にしない。

artifact_id:
artifact_version:
artifact_status: Draft | Active | Superseded | Closed
supersedes: prior artifact_id | N/A — reason

entity_id:
parent_ids:
grain: 一行・一文書が表す最小単位
business_state:
maturity_state: not_due | immature | mature | reopened | expired | unknown
maturity_due_at:
evidence_as_of:
source_evidence_ids:
source_system / source_event_keys:
owner:
reviewer:
created_at / updated_at:
time_zone:
currency / tax_basis:
confidentiality / retention:

commercial_motion: pilot | production | renewal | expansion |
                   N/A — noncommercial basis + reason
commercial_basis: paid_pilot | paid_production | paid_change |
                  nonpaid_test | nonpaid_sample | synthetic_fixture
delivery_mode_code: manual_bespoke | managed_standard | founder_internal |
                    customer_assisted | customer_self_service
delivery_mode_applicability: applicable | not_applicable — reason
delivery_mode_summary: single | mixed — step-mode map ref
delegation_scope_refs: 10章の tool × operation × tenant × data class 子行
change_risk_refs: 13章の change_id × risk_tier

commercial motion、commercial basis、delivery mode、agent delegation、change risk は別軸である。一方を上げても他方を自動昇格させず、それぞれの scope、event、evidence、owner を残す。paid basis では commercial motion を必須、nonpaid/test/synthetic basis では N/A — noncommercial + reason とする。delivery_mode_code は正本の5値だけに限定し、複数 mode は別の delivery_mode_summary = mixed と step-mode map で表す。委任は operation scope、risk は change_id ごとの参照を潰して scalar にしない。

Source evidence

source evidence は URL の列挙だけでなく、主張を再確認できる最小の参照を持つ。

evidence_id:
claim_supported:
source_type: contract | invoice | receipt | bank | customer_confirmation |
             work_log | job_event | system_log | eval | release | incident | other
source_ref / immutable hash:
observed_at:
valid_for_scope:
fresh_until / maturity:
confirmed | inferred | unknown | stale:
redaction / access owner:

顧客発言、提供者の解釈、system event、請求、現金入金を同じ evidence と呼ばない。将来の意向を、契約・入金・反復価値の事実へ昇格させない。

N/A、Unknown、0

• N/A は「未記入」ではない。適用不能の理由、判定者、判定時刻、適用不能を支える evidence を残す。
• required field が欠損、未計測、未成熟、stale の場合は Unknown。N/A や 0 にしない。
• 0 は、対象 event を観測し、定義上ゼロだった場合だけ使う。
• Required=yes と Result=N/A の組合せは不正で、判断は Unknown。

field:
required: yes | no
value: N/A
reason:
decided_by / decided_at:
evidence_id:
recheck_trigger:

Append-only event

過去の event を現在の理解で書き換えない。訂正、再開、取消、mode reversal、価格再変更は新しい event にし、元 event を参照する。current view は event から導出する。

Field	Value
event_id
entity_type / entity_id
event_type	created / observed / decided / corrected / superseded / reopened / reversed / closed
occurred_at / ingested_at
actor / authority
prior_event_id
corrects_or_reverses_event_id	N/A — reason
source_evidence_id / payload_hash
state_before / state_after
reason / notes

現金、時間、完全負荷後採算

現金支出と創業者時間を分け、同じ費用を job、account、commercial cycle、製品化投資へ二重計上しない。

attributable_net_revenue
= attributable_gross_revenue - credit / refund / discount principal

direct_cash_cost
= provider / API / cloud / delivery / contractor / travel /
  payment processing fee / chargeback operation fee / other attributable cash

founder_time_cost
= sum(human_work_minutes where actor = founder/provider
      / 60 × 09章の内部時間価値)

customer_effort
= sum(human_work_minutes where actor = customer) by customer role

fully_loaded_cost
= direct_cash_cost + founder_time_cost + 明示した一度だけの配賦

fully_loaded_contribution
= attributable_net_revenue - fully_loaded_cost

• invoice、売掛、入金を分ける。13 週現金には入出金予定日と確度を 09 章の規則で渡す。
• credit/refund principal は contra-revenue として一度だけ控除し、direct cash cost にも重ねない。決済・chargeback の手数料や返金処理外注費は別 cash event にし、各項目へ source_event_id / inclusion_code / allocation_rule を残す。
• reusable product work は顧客固有 fulfillment へ都合よく付け替えない。配賦する場合は対象期間、driver、分母、version を固定する。
• AI の provider usage と human review は 12 章から一度だけ取り込む。
• Codex の生成時間だけでなく、仕様、review、test、eval、移行、観測、rework、incident を含める。
• customer effort は顧客 friction として別表示し、founder cost へ足さない。金額化する場合だけ、事前に固定した顧客 role 別時間価値を別欄で使う。

Veto と判断順序

単一の加重 score、平均品質、売上、粗利、件数で safety・権利・法令・authorization・重大事故を相殺しない。

STOP
- active Critical、非補償の safety / legal / privacy / authorization 違反
- tenant 越境、無許可の write/send/pay/delete/publication
- 顧客または第三者へ重大損害を拡大中

PAUSE
- active High、既知の remediation / approval / readiness 待ち
- 現 mode の安全な範囲は維持できても、昇格・新規 exposure は不可

UNKNOWN
- required evidence が欠損、stale、未成熟、定義不一致

READY_TO_DECIDE
- current scope の required gate が全て肯定証拠を持ち、上位 veto がない

優先順位は STOP > PAUSE > UNKNOWN > READY_TO_DECIDE。READY_TO_DECIDE は自動昇格ではなく、責任者が scope、cohort、期限、reversal を判断できる状態を表す。実際の action は PROMOTE / LIMITED_CANARY / MAINTAIN / HOLD / REVERSE / PAUSE / STOP の別 event にする。UNKNOWN は gate であって action ではない。

提供 mode の共通語彙

Mode	説明	顧客への約束
manual_bespoke	顧客固有の手順を創業者が実行	個別 SOW、個別価格、再利用を仮定しない
managed_standard	標準 input・scope・output を人が反復	標準 offer、例外は対象外または別料金
founder_internal	内部 tool/Codex/AI を使い、提供者が最終確認	顧客は成果を購入し、内部自動化を自律提供と誤認しない
customer_assisted	顧客が標準経路を操作し、提供者が review・例外対応	readiness、権限、support、fallback を明示
customer_self_service	顧客が定義済み範囲を自力完了	利用枠、対象外、escalation、export、終了を明示

表の順序は成熟度 score ではない。system が write/send/pay 等を行う権限は delivery mode に追加せず、10 章の delegation level と operation scope で管理する。高損害判断は mode に関係なく人間の判断・承認を残す。

書式 1: Outcome offer + standard-scope card

粒度は一つの offer version × ICP/segment × workflow × data class。delivery mode は step ごとに持ち、顧客別契約差分はこのカードを上書きせず、11 章の agreement/SOW へ分離する。

artifact_id: OFFER-
artifact_version:
artifact_status:
supersedes:
offer_id / offer_version:
productization_id:
grain: one offer version × ICP/segment × workflow × data class
business_state: proposed | quoted | sold | active | paused | retired
maturity_state / maturity_due_at:
evidence_as_of:
source_evidence_ids:
owner / reviewer:
effective_from / effective_to:
currency / tax_basis:

1. Outcome
ICP / segment:
発火する状況:
顧客が完了したい job:
現在の代替:
約束する measurable outcome:
自然な価値周期:
acceptance owner / acceptance evidence:
repeat / independent value definition:
価値を約束しない部分:

2. Standard scope
対象 input / required quality:
対象件数・利用枠・期間:
標準 step:
標準 output / delivery:
標準 turnaround / support window:
標準 human review:
顧客の責任・準備:
provider の責任:
対象外:
別 SOW / 別料金へ送る条件:
high-risk human-only decision:
data / retention / export / deletion:

3. Delivery and commercial
customer-facing delivery promise:
delivery mode by step / version:
initial fee / recurring fee / usage rule:
invoice / payment timing:
allowance / overage:
refund / correction / re-delivery boundary:
standard production scope shown before pilot:
customer-specific work rule:

4. Fully-loaded economics
offer unit / accounting grain:
attributable gross revenue:
credit / refund / discount principal:
attributable net revenue:
direct cash cost:
standard human minutes by class:
exception allowance minutes:
founder internal hourly value ref:
founder time cost:
allocated acquisition / onboarding rule:
fully_loaded_cost:
fully_loaded_contribution:
cash collection date / 13W row ref:
capacity assumption / 09 evidence:

5. Evidence and decision
strongest paid evidence:
delivered-value evidence:
repeat-value evidence / maturity:
standard-scope coverage x/n:
largest exception / maximum loss:
switching assumption that would change price or scope:
next review / owner:

Standard-scope matrix:

Scope item	Included?	Limit / definition	Customer evidence	Provider evidence	N/A reason	Version
Input	yes/no
Output	yes/no
Review	yes/no
Support	yes/no
Export / deletion	yes/no

Step delivery matrix。offer 全体へ最も自動化された mode を一つ付けない。

step_id / version	delivery_mode_code	delegation_scope_refs	change_id / risk_tier refs	Main actor / interface	Evidence / effective_at
	canonical 5-value code	operation × tenant × data class 子行	change ごとの参照

Veto snapshot:

Veto ID	Type	Required criterion	Evidence / maturity	Active?	Waivable?	Result	Action
OFFER-V-SAFETY	safety / rights			yes/no/unknown	no	PASS/FAIL/UNKNOWN
OFFER-V-AUTH	data / authorization			yes/no/unknown	no	PASS/FAIL/UNKNOWN
OFFER-V-ECON	fully-loaded economics			yes/no/unknown	no for promotion	PASS/FAIL/UNKNOWN
OFFER-V-CAP	founder capacity			yes/no/unknown	no for sale	PASS/FAIL/UNKNOWN

Chapter linkage:

09 founder economics / capacity snapshot:
11 opportunity / agreement / invoice IDs:
12 workflow / feature / metric contract IDs: N/A — reason
13 change / release / observation IDs: N/A — reason
N/A records:
append-only offer event IDs:
derived gate state: STOP | PAUSE | UNKNOWN | READY_TO_DECIDE
decision owner / at / exact scope / reason:

書式 2: Service job/run record

粒度は一つの自然な eligible service job。service-level の rerun、fallback、manual rescue は job を増やさず run row を追加するが、AI/provider の retry・regeneration は 12 章の attempt を正本にし、ここでは参照だけを持つ。別の顧客成果または別の自然発生機会は別 job にする。

artifact_id: SJOB-
artifact_version / artifact_status / supersedes:
service_job_id:
account_id / opportunity_id / agreement_id / order_id:
commercial_motion:
commercial_basis: paid_pilot | paid_production | paid_change |
                  nonpaid_test | nonpaid_sample | synthetic_fixture
invoice_line_id: null + reason if unissued/bundle/unallocated
invoice_state / invoiced_at:
payment_state / received_at / receipt_id:
credit_refund_state / event IDs:
offer_id / offer_version:
workflow_id / workflow_version:
productization_id:
grain: one eligible service job
business_state: eligible | offered | ready | started | completed | no_output |
                abandoned | stopped_for_safety | expired | reopened
maturity_state:
execution_maturity_due_at:
acceptance_maturity_due_at:
value_maturity_due_at:
incident_observation_due_at:
evidence_as_of:
source_evidence_ids:
owner / customer acceptance owner:
currency / tax_basis:

Eligibility
natural opportunity:
eligibility occurred_at / evidence:
dedupe key:
offer / exposure / start event:
not-started reason:

Contracted job
input / data class / authorization:
customer prerequisite / ready_at:
promised outcome / acceptance criterion version:
scope / limit / delivery_mode_by_step_at_start map ref:
deadline / support / fallback:
human-only decision:

Outcome
first output presented_at:
final output delivered_at:
execution state:
acceptance state: not_due | accepted_first_pass | accepted_after_correction |
                  rejected | not_assessable | unknown | reopened
value state: not_due | confirmed | not_confirmed | unknown | reopened
customer confirmation / source:
critical failure / incident IDs:
next natural cycle:

Run rows。試行開始ごとに append し、失敗 run を成功分母の外へ隠さない。

run_id	service_job_id	step_id/version	run_kind	linked AI job_id / attempt_id	ordinal	delivery_mode / map version	started / ended	relation	state / reason	output evidence	direct cash	human minutes	source event
			service_step / service_rerun / ai_attempt_reference	N/A — non-AI		canonical mode		primary / retry_of / fallback_from / repair_of

Job economics。job へ事前規則で配賦できない bundle は revenue / contribution を N/A — account-commercial-cycle で計算 とし、恣意的に割らない。

attributable gross revenue rule / amount:
credit / refund / discount principal:
attributable net revenue:
revenue / contra-revenue / cash-cost inclusion IDs:
cash received / received_at / receipt_id:
direct cash cost by run:
planned fulfillment minutes:
planned review minutes:
correction minutes:
founder rescue / incident minutes:
customer-specific change minutes:
reusable product work minutes: separate investment; allocation rule or N/A
founder time cost:
fully_loaded_job_cost:
fully_loaded_job_contribution:
09 customer-month / 13W reference:

Veto and event closure:

Gate	Required?	Evidence / fresh until	Result	Consequence
authorization / tenant			PASS/FAIL/UNKNOWN/N/A	STOP on unauthorized effect
safety / critical outcome			PASS/FAIL/UNKNOWN/N/A	STOP / incident
acceptance			PASS/FAIL/UNKNOWN/N/A	not value confirmation
value maturity			PASS/FAIL/UNKNOWN/N/A	Unknown until mature
economics completeness			PASS/FAIL/UNKNOWN/N/A	exclude from promotion

09 economics / capacity IDs:
11 agreement / pilot / invoice / payment IDs:
12 eligible job / attempt / provider / human-work / value IDs: N/A — reason
13 release / exact fingerprint / incident IDs: N/A — reason
N/A records:
append-only job/run/outcome event IDs:
closure event / as_of:

書式 3: Step / human-work / exception ledger

step definition、step execution、human work、exception は粒度が違うため別 row にする。工程図の箱を「人が 20 分」のような集計値だけで上書きしない。

artifact_id: FLOW-
artifact_version / artifact_status / supersedes:
workflow_id / workflow_version:
offer_id / offer_version:
productization_id:
grain:
- step definition: one step_id × workflow_version
- step event: one step execution × job/run
- human work: one uninterrupted work event × one cost class
- exception: one detected exception event
business_state:
maturity_state / maturity_due_at:
evidence_as_of:
source_evidence_ids:
owner / reviewer:
time zone / currency:

Step definition:

step_id / version	Order	Trigger / input	Actor	Output / done evidence	Standard range	Authority / human-only	Failure / fallback	Source
			customer / founder / system / AI

Step execution event:

step_event_id	job / run / step	occurred_at	state	input/output refs	mode/version	latency	source event	maturity
			queued / started / completed / skipped / failed / reversed

Human-work event。commercial motion、事業活動 class、workflow work class は別軸にする。一分を複数行・複数 class へ複製せず、適用不能なら N/A — reason を使う。business_activity_class = fulfillment と commercial_motion = pilot の組合せは、11 章の pilot_fulfillment に対応する。

human_work_id	job/run/step	commercial_motion / N/A	business_activity_class	workflow_work_class	started / ended	minutes	actor	cash paid	evidence	correction_of
		pilot / production / renewal / expansion / N/A	precontract_commercial / onboarding_to_ready / fulfillment / support_incident / customer_specific_change / reusable_product_work / admin	standard_delivery / planned_review / correction / support / incident / founder_rescue / customer_review / N/A — reason

Exception event:

exception_id	job/run/step	detected_at	cause_class	severity	contained_at	state	standard?	treatment_code	cash / minutes	evidence
						open / contained / resolved / reopened	yes/no/unknown

cause_class:
  input_contract | valid_standard_variation | product_defect |
  model_or_rule_uncertainty | external_dependency | customer_dependency |
  customer_specific_request | security_privacy_safety_legal | unknown

treatment_code:
  auto_handled | planned_review | correction | customer_action_requested |
  support | founder_rescue | pause | stop_and_escalate |
  compensating_action | scope_change | separate_SOW

Exception decision:

exception_id:
root cause / evidence:
customer-specific or reusable:
include in standard scope | exclude | separately price | automate | stop:
contract / price impact:
quality / safety impact:
owner / due / maturity:
reopen trigger:

Roll-up:

eligible jobs / observed jobs:
jobs completing standard path x/n:
jobs with exception x/n:
exception count by mutually exclusive class:
human minutes by cost class:
direct cash:
founder time cost:
fully_loaded_cost:
largest / critical exception:
small n display: all jobs and reasons, not unstable percentile
allocation / dedupe checks:

09 time-value / capacity / contribution IDs:
11 account / scope-change / SOW IDs:
12 job / human-work / incident IDs: N/A — reason
13 change / release / incident IDs: N/A — reason
N/A records:
append-only step/work/exception event IDs:
veto state: STOP | PAUSE | UNKNOWN | READY_TO_DECIDE

書式 4: Automation candidate card

粒度は一つの workflow version × step version × target segment × data class × proposed delivery mode。automation を「AI を使う」単位で作らず、現在人が行う境界、権限、fallback、顧客成果が同じ一 step に絞る。

artifact_id: AUTO-
artifact_version / artifact_status / supersedes:
automation_candidate_id:
productization_id:
workflow_id / workflow_version / step_id / step_version:
offer_id / offer_version / segment / data_class:
grain: one workflow version × step version × segment × data class × proposed delivery mode
commercial_motion:
current_delivery_mode / target_delivery_mode:
delegation_scope_ref: tool × operation × tenant × data_class; current/target は参照先
change_id / risk_tier refs: change bundle ごと
business_state: observed | proposed | trial | ready | rejected | paused | retired | reopened
maturity_state / trial_maturity_due_at:
evidence_as_of:
source_evidence_ids:
owner / risk owner / reviewer:

Baseline
manual / current mode:
eligible step opportunities:
completed / failed / exception x/n:
human minutes: all / median / maximum:
direct cash:
quality / acceptance:
customer value connection:
baseline window / maturity:

Candidate
automation hypothesis:
smallest reversible scope:
input / output contract:
allowed operation / tenant / data class:
model / tool / deterministic component:
human review / approval:
fallback / timeout / rate / spend limit:
prohibited action:
maximum loss / blast radius:

Economics
implementation cash:
spec / build / review / test / eval / migration hours:
ongoing monitor / support / incident hours:
expected gross minutes removed:
new review / correction / failure minutes:
net founder time saved:
direct cash change:
fully_loaded change cost:
contribution range / assumptions:
payback or decision horizon:

Trial
assignment / cohort:
frozen cases / oracle:
primary outcome / minimum practical effect:
quality / safety guardrails:
cost / latency / capacity guardrails:
stop-now:
pause:
unknown:
no-go-at-maturity:
reversal method:

Required-gate table:

Gate	Required?	Criterion	Evidence / maturity	Result	Veto / action
repeated baseline	yes	sufficient real step evidence		PASS/FAIL/UNKNOWN	no promotion if unknown
value linkage	yes	step improves delivered outcome		PASS/FAIL/UNKNOWN	no local optimization
authorization	conditional	least privilege / exact scope		PASS/FAIL/UNKNOWN/N/A	critical FAIL = STOP
AI quality	conditional	12章 contract/eval		PASS/FAIL/UNKNOWN/N/A	critical FAIL = STOP
technical delivery	yes	13章 evidence		PASS/FAIL/UNKNOWN	no exposure without SHIP
fully-loaded economics	yes	net time/cash path		PASS/FAIL/UNKNOWN	no-go at maturity
fallback capacity	yes	current mode can safely recover		PASS/FAIL/UNKNOWN	PAUSE

注意: 13 章の SHIP は exact change の技術的出荷条件であり、サービス mode の READY_TO_DECIDE を自動的に意味しない。12 章の高い平均 score も critical failure を相殺しない。

09 economics / capacity snapshot:
11 contract promise / customer impact:
12 feature decision / eval / job-cost IDs: N/A — reason
13 task / ADR / threat / eval / release IDs:
N/A records:
append-only candidate / trial / decision event IDs:
derived gate state: STOP | PAUSE | UNKNOWN | READY_TO_DECIDE
decision owner / at / scope / expiry / reason:

書式 5: Delivery-mode promotion / reversal decision

粒度は一つの workflow version × step version × segment × data class × current mode → candidate mode × evidence snapshot。mode を上げる判断と、既存 exposure を戻す判断は別 event にする。

artifact_id: MODE-
artifact_version / artifact_status / supersedes:
mode_decision_id:
productization_id:
workflow_id / workflow_version / step_id / step_version:
segment / data_class:
grain: one workflow version × step version × segment × data class × from-mode/to-mode × evidence snapshot
commercial_motion:
current_delivery_mode / target_delivery_mode:
delegation_scope_ref: tool × operation × tenant × data_class; current/target は参照先
change_id / risk_tier refs: change bundle ごと
operational_state: proposed | trial | active | paused | reversed | retired
derived_gate_state: STOP | PAUSE | UNKNOWN | READY_TO_DECIDE
recorded_action: PROMOTE | LIMITED_CANARY | MAINTAIN | HOLD | REVERSE | PAUSE | STOP
maturity_state:
quality_maturity_due_at:
value_maturity_due_at:
incident_maturity_due_at:
evidence_as_of:
source_evidence_ids / snapshot hash:
decision owner / risk owner / customer owner:

Promotion evidence:

Domain	Required criterion	Grain / window	Evidence	Maturity	Result	Veto?
customer outcome	same promised outcome remains achievable	job/account			PASS/FAIL/UNKNOWN
non-zero agreement	commercial basis と有効 scope を確認	job/account/agreement			PASS/FAIL/UNKNOWN
invoice state	未発行・発行・credit/refund を別 event で確認	invoice/line			PASS/FAIL/UNKNOWN
cash state	未収・入金・返金を receipt event で確認	payment/receipt			PASS/FAIL/UNKNOWN
acceptance / quality	first/final quality and corrections	job			PASS/FAIL/UNKNOWN
safety / rights	no active critical; authority bounded	effect/incident			PASS/FAIL/UNKNOWN	yes
standard coverage	eligible jobs completing standard path	job			PASS/FAIL/UNKNOWN
exception tail	maximum and critical exceptions controlled	exception			PASS/FAIL/UNKNOWN	yes if critical
founder capacity	review, rescue, support fit	account/month			PASS/FAIL/UNKNOWN
economics	cash and fully-loaded contribution	account/commercial cycle			PASS/FAIL/UNKNOWN
commercial readiness	contract, price, support, invoice	account/agreement			PASS/FAIL/UNKNOWN
technical readiness	exact release, rollback, telemetry	change/release			PASS/FAIL/UNKNOWN	yes

Promotion plan:

approved cohort / account IDs:
start_at / exposure cap:
current-mode fallback capacity:
customer communication:
support / escalation:
monitor / alert / owner:
next expansion condition:
observation maturity:
automatic stop trigger:
manual pause authority:

Reversal:

reversal trigger:
target safe mode:
new work intake action:
in-flight jobs:
customer correction / compensation:
data / effect reconciliation:
billing / entitlement:
technical rollback / forward repair:
post-condition evidence:
incident / learning:

Decision derivation:

active non-waivable veto IDs:
active High IDs:
required unknown/stale IDs:
all required positive evidence:
derived_gate_state:
recorded_action:
approved scope / cohort / expires_at:
reversal owner / authority:

Fail-safe pairing:

Derived gate	Pre-exposure action	Active-exposure action
STOP	do not start	stop/contain; fallback or service stop
PAUSE	no canary/promotion	freeze intake/expansion; pause affected operation or reverse
UNKNOWN — value/economics only	HOLD	keep only bounded current scope when authorization, safety monitor, fallback, rollback remain fresh; set owner/deadline
UNKNOWN — authorization/safety/monitor/fallback/rollback	no exposure	PAUSE at minimum; REVERSE/STOP when safe operation is not evidenced
READY_TO_DECIDE	owner decision required	owner records MAINTAIN/PROMOTE/HOLD/REVERSE等を scope と expiry 付きで選ぶ

UNKNOWN を active exposure の無期限継続許可にしない。どの evidence class が Unknown/stale か、現在 effect があるか、期限切れ時の自動 action を記録する。

09 capacity / contribution IDs:
11 agreement / readiness / renewal IDs:
12 outcome / cost / incident / commercial-cycle IDs: N/A — reason
13 exact release / activation / observation IDs:
N/A records:
append-only proposal / promotion / exposure / reversal event IDs:

書式 6: Customer migration + price-change plan

粒度は一つの account × agreement × migration wave × target offer version。全顧客を一行へまとめず、通知、選択、請求、データ移行、価値・incident maturity を account 単位で追跡する。

artifact_id: MIG-
artifact_version / artifact_status / supersedes:
migration_plan_id / wave_id:
account_id / agreement_id:
current_offer_id / version / mode / price:
target_offer_id / version / mode / price:
grain: one account × agreement × wave × target offer version
business_state: identified | eligible | notified | reviewing | accepted | declined |
                scheduled | migrating | migrated | verified | reversed | closed
maturity_state:
notice_maturity_due_at:
migration_maturity_due_at:
value_maturity_due_at:
incident_maturity_due_at:
evidence_as_of:
source_evidence_ids:
commercial owner / delivery owner / billing owner:
currency / tax_basis:

Reason and customer effect
why change:
customer outcome preserved / changed:
scope added / removed:
delivery-mode change:
support / SLA change:
data / security / AI change:
current contract right / notice requirement:
customer decision maker / signatory / AP:

Price
old recurring / usage / initial:
new recurring / usage / initial:
effective_at:
proration / credit / refund:
allowance / overage:
tax / invoice / payment effect:
customer-specific work:
grandfather / transition term and rationale:

Customer choices
[ ] migrate on proposed date
[ ] remain temporarily on old scope until explicit date
[ ] choose reduced scope / alternate plan
[ ] separately scoped service
[ ] export and terminate
response due_at:
no-response treatment and legal/contract basis:

Readiness and fallback
data / access prerequisite:
training / documentation:
open jobs:
old-mode fallback:
point of no return:
reversal / correction:
export / deletion / retention:
support capacity:

Fully-loaded migration economics
expected cash receipts and dates:
credit / refund / migration cash cost:
customer communication minutes:
configuration / data / training minutes:
support / rescue / incident reserve minutes:
founder time cost:
fully_loaded_migration_cost:
old/new customer contribution:
13W cash refs:

Account migration checklist:

Gate / milestone	Owner	Due	Required evidence	Maturity	Result	Event ID
contract / notice					PASS/FAIL/UNKNOWN
explicit choice / basis					PASS/FAIL/UNKNOWN
invoice / entitlement					PASS/FAIL/UNKNOWN
data / security readiness					PASS/FAIL/UNKNOWN
technical release					PASS/FAIL/UNKNOWN
migrated state verified					PASS/FAIL/UNKNOWN
customer outcome mature					PASS/FAIL/UNKNOWN
old scope closed					PASS/FAIL/UNKNOWN

Veto:

• 不十分な通知、契約・同意・権利の欠損を売上 uplift で相殺しない。
• billing amount、entitlement、invoice、実入金が一致しない場合、新価格の rollout を PAUSE する。
• data loss、無許可移行、tenant 越境、重大な価値喪失は STOP、contain、incident、reversal の対象。
• customer readiness または required evidence が未確認なら Unknown。無回答を同意へ読み替えない。

09 old/new economics / capacity / 13W IDs:
11 agreement / notice / invoice / receipt / renewal IDs:
12 account assignment / value / incident IDs: N/A — reason
13 migration / release / rollback / observation IDs: N/A — reason
N/A records:
append-only notice / choice / migration / price / reversal event IDs:
derived gate state: STOP | PAUSE | UNKNOWN | READY_TO_DECIDE

書式 7: Weekly productization review

粒度は一つの暦週 × productization/workflow snapshot。過去週を更新せず、late event や訂正は restatement event と次週の bridge で扱う。

artifact_id: WPR-
artifact_version / artifact_status / supersedes:
review_id:
productization_id / workflow_id:
grain: one calendar week × productization/workflow snapshot
window_start / window_end / time_zone:
business_state:
maturity_state:
late_event_cutoff / maturity_due_at:
evidence_as_of:
source_evidence_ids / snapshot hash:
review owner / participants:
currency / tax_basis:

Prior decision
last review_id:
funded change / maximum cash and hours:
expected evidence:
decision due:
stop / reversal trigger:

Current scope
offer versions:
active delivery modes / exposure:
accounts / agreements:
released change IDs:
definition or price-book changes:

Veto-first header:

Priority	IDs / x/n	Current state	Evidence / maturity	Immediate action	Owner / due
active Critical / non-waivable		STOP/PASS
active High / remediation		PAUSE/PASS
required unknown / stale		UNKNOWN/PASS
open incident / customer harm

Jobs and value:

Metric	Grain / definition version	x / n or amount	Immature / unknown	Prior comparable	Evidence
eligible jobs	job
completed standard path	job
accepted first pass	job
accepted after correction	job
safe independent value	job/value cycle
repeat value	account/natural cycle

Mode and exception:

Mode	Eligible / completed jobs	Human review minutes	Rescue minutes	Exceptions	Critical / maximum	Evidence
manual_bespoke
managed_standard
founder_internal
customer_assisted
customer_self_service

Weekly cash/time:

invoice issued:
credit notes / refund principal:
accounts receivable:
cash received / refund paid:
attributable gross revenue:
contra-revenue:
attributable net revenue:
direct cash by class:
precontract / onboarding / fulfillment minutes:
planned review / correction / rescue minutes:
support / incident minutes:
customer-specific change minutes:
reusable product work minutes:
founder time cost:
fully_loaded_cost:
fully_loaded_contribution:
13W ending cash / minimum headroom:
capacity bottleneck:
dedupe / reconciliation result:

Decision:

strongest new evidence:
refuted assumption:
standardize:
exclude / separately price:
automation candidate:
mode promote / hold / reverse:
customer migration / price action:
one next productization experiment:
maximum cash / founder hours:
success / no-go / maturity:
what stops this week:

単一 score を作らない。Red と Unknown を残したまま、customer value、完全負荷後採算、founder capacity の各表を読む。少数 job は不安定な p90/p99 より全件、x/n、最大値、理由を表示する。

09 weekly cash / capacity / contribution snapshot:
11 account / invoice / renewal snapshot:
12 job / cost / value / incident snapshot: N/A — reason
13 open change / release / incident snapshot: N/A — reason
N/A records:
append-only review / decision / restatement event IDs:
derived gate state: STOP | PAUSE | UNKNOWN | READY_TO_DECIDE
next review / expected maturity:

書式 8: Codex handoff block

粒度は一つの productization change_id × exact candidate fingerprint。複数の独立成果を一つの handoff に束ねない。以下を 13 章の TASK-BRIEF へ貼り、詳細 artifact は参照 ID で結ぶ。

artifact_id: HANDOFF-
artifact_version / artifact_status / supersedes:
change_id:
productization_id:
offer_id / workflow_id / step_id / automation_candidate_id:
mode_decision_id / migration_plan_id:
grain: one productization change_id × exact candidate fingerprint
business_state: proposed | planned | implementing | reviewing | released |
                observing | paused | reversed | closed
maturity_state:
implementation_evidence_due_at:
value_maturity_due_at:
incident_maturity_due_at:
evidence_as_of:
source_evidence_ids / snapshot hash:
business owner / implementation owner / reviewer / release owner:

Business intent
customer outcome:
current delivery mode / target mode:
baseline job/run evidence:
baseline human work / exception evidence:
why now:
expected value range or information gained:
maximum cash / founder hours:
fully-loaded change cost includes:
switching / stop condition:

Scope
in scope:
non-goals:
standard-scope invariants:
customer-specific behavior prohibited:
affected accounts / cohort:
data class / tenant / region:
external effects:
human-only decisions:

Acceptance
AC-01:
AC-02:
AC-03:
quality / value maturity:
fully-loaded economics check:
capacity check:
source evidence for each AC:

Event / data invariants
IDs and dedupe keys:
append-only event types:
state transition:
late / correction / reopen rule:
no double-count rule:
retention / redaction:

Risk and veto
risk tier:
maximum impact / reversibility / detectability:
non-waivable vetoes:
authorization / tenant boundary:
privacy / legal / contract:
AI / model / tool:
required human approval:
STOP / PAUSE / UNKNOWN derivation:

Implementation evidence
candidate commit SHA:
source tree / schema / config / prompt / policy hashes:
task brief:
ADR: required | N/A — reason/evidence
threat delta: required | N/A — reason/evidence
eval: required | N/A — reason/evidence
migration / reconciliation: required | N/A — reason/evidence
PR review tuple:
release / activation / telemetry:

Verification
deterministic tests:
AI eval / 12章 metric contract: N/A — reason
representative / edge / prohibited cases:
failure / retry / concurrency:
authorization / cross-tenant:
rollback / forward repair rehearsal:
customer-visible loading / error / permission:

Release and reversal
smallest cohort / feature flag:
pre-release required gates:
deploy suspended / runtime receipt:
activation authority:
monitor / alert / owner:
stop trigger:
safe previous delivery mode:
in-flight job handling:
customer correction / compensation:
post-condition:

Handoff evidence index:

Claim / AC / veto	Evidence ID	Exact fingerprint / version	Source	Fresh until / maturity	Owner	Result
						PASS/FAIL/UNKNOWN

Chapter linkage:

09 internal hour value / capacity / 13W / economics IDs:
11 offer / agreement / readiness / invoice / customer-change IDs:
12 feature / job / eval / cost / value / incident IDs: N/A — reason
13 task / ADR / threat / eval / PR / release / incident IDs:
N/A records:
append-only handoff / review / release / reversal event IDs:

Final handoff rule:

• Codex の「実装完了」、CI green、review 無指摘、merge、deploy は、単独では mode promotion、顧客価値、完全負荷後採算の証拠ではない。
• 13 章の exact fingerprint に対する SHIP と、本書式の business READY_TO_DECIDE を別々に導出する。
• required evidence が未成熟なら UNKNOWN。顧客を exposure した後に veto が発火した場合は、旧決定を編集せず reversal / incident event を追加する。
• raw 顧客データや secret が必要なら handoff へ貼らず、最小権限の参照方法、redaction、retention、削除、利用許諾を task に明示する。