feat(instructions): add Method 1 Scope Conversations coaching knowledge by chaosdinosaur · Pull Request #651 · microsoft/hve-core

chaosdinosaur · 2026-02-17T23:43:24Z

Pull Request

Description

Add dt-method-01-scope.instructions.md with method-tier coaching knowledge for Design Thinking Method 1.

Frozen vs fluid assessment framework for classifying customer requests
Stakeholder discovery patterns across three tiers (primary, secondary, hidden)
Constraint discovery templates (physical, operational, technical)
Conversation coaching: rapport building, navigation techniques, common pitfalls
Success indicators during and after conversations
Method 2 transition guidance and multi-stakeholder validation

Related Issue(s)

Closes #576

Type of Change

Select all that apply:

Code & Documentation:

Bug fix (non-breaking change fixing an issue)
New feature (non-breaking change adding functionality)
Breaking change (fix or feature causing existing functionality to change)
Documentation update

Infrastructure & Configuration:

AI Artifacts:

Reviewed contribution with prompt-builder agent and addressed all feedback
Copilot instructions (.github/instructions/*.instructions.md)
Copilot prompt (.github/prompts/*.prompt.md)
Copilot agent (.github/agents/*.agent.md)
Copilot skill (.github/skills/*/SKILL.md)

Other:

Script/automation (.ps1, .sh, .py)
Other (please describe):

Testing

Passes npm run lint:md
applyTo: '**/.copilot-tracking/dt/**/method-01*' (method tier)

Checklist

Required Checks

Documentation is updated (if applicable)
Files follow existing naming conventions
Changes are backwards compatible (if applicable)
Tests added for new functionality (if applicable)

Required Automated Checks

The following validation commands must pass before merging:

Markdown linting: npm run lint:md
Spell checking: npm run spell-check
Frontmatter validation: npm run lint:frontmatter
Skill structure validation: npm run validate:skills
Link validation: npm run lint:md-links
PowerShell analysis: npm run lint:ps

Security Considerations

This PR does not contain any sensitive or NDA information
Any new dependencies have been reviewed for security issues
Security-related scripts follow the principle of least privilege

Additional Notes

codecov-commenter · 2026-02-17T23:45:28Z

Codecov Report

✅ All modified and coverable lines are covered by tests.
✅ Project coverage is 85.82%. Comparing base (dfa5261) to head (79f1b21).

Additional details and impacted files

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##             main     #651      +/-   ##
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- Hits         4094     4093       -1     
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Copilot

Pull request overview

Adds a new Design Thinking method-tier instructions file to coach “Method 1: Scope Conversations” when working in .copilot-tracking/dt/**/method-01* artifacts.

Changes:

Introduces .github/instructions/design-thinking/dt-method-01-scope.instructions.md with conversation coaching guidance for scoping discussions.
Provides frameworks for classifying requests, discovering stakeholders/constraints, and recognizing success indicators.
Adds transition guidance into Method 2 and multi-stakeholder validation prompts.

.github/instructions/design-thinking/dt-method-01-scope.instructions.md

Copilot

Pull request overview

Copilot reviewed 4 out of 4 changed files in this pull request and generated no new comments.

Copilot

Pull request overview

Copilot reviewed 4 out of 4 changed files in this pull request and generated no new comments.

WilliamBerryiii

LGTM

WilliamBerryiii · 2026-02-18T20:20:48Z

Thank you for your contribution, @chaosdinosaur. We restructured the PR description to follow the project's pull request template. Please review the updated description and check any additional boxes that apply to your changes.

Add dt-method-01-scope.instructions.md with method-tier coaching knowledge for Design Thinking Method 1. Covers frozen vs fluid assessment framework, stakeholder discovery patterns, constraint discovery, conversation navigation techniques, and Method 2 transition guidance. Closes microsoft#576 🤖 Generated by Copilot

…coaching knowledge

… to Method 1 - add three sub-methods table (planning, execution, documentation) - add two specialized hats with activation triggers - add artifact output paths for method-01-scope directory - add lo-fi quality enforcement rules 📐 - Generated by Copilot

…alized Hats in Method 1 Scope Conversations

…scope, and quality constraints instructions

…regenerate plugins - add missing dt-method-01-scope entry to design-thinking collection YAML - update design-thinking collection markdown with missing descriptions - regenerate plugin outputs with current format:tables formatting 🔧 - Generated by Copilot

- regenerate 9 plugin README files to fix CI plugin validation - run lint:md:fix and format:tables for table format compliance 🔧 - Generated by Copilot

…-scope

🔧 - Generated by Copilot

…tence (#654) # Pull Request ## Description > **Note:** This PR depends on #642, #645, #650, #651, #652, #653 (Phase 1 foundation) being merged first. Add `dt-coaching-state.instructions.md`, which defines the YAML-based coaching state schema for Design Thinking session persistence. The state file tracks method progress across sessions and enables the coach to resume seamlessly by reading project metadata, the current method/space/phase, transition history, session logs, and produced artifacts. ## Related Issue(s) Closes #582 ## Type of Change Select all that apply: **Code & Documentation:** - [ ] Bug fix (non-breaking change fixing an issue) - [x] New feature (non-breaking change adding functionality) - [ ] Breaking change (fix or feature causing existing functionality to change) - [ ] Documentation update **Infrastructure & Configuration:** - [ ] GitHub Actions workflow - [ ] Linting configuration (markdown, PowerShell, etc.) - [ ] Security configuration - [ ] DevContainer configuration - [ ] Dependency update **AI Artifacts:** - [x] Reviewed contribution with `prompt-builder` agent and addressed all feedback - [x] Copilot instructions (`.github/instructions/*.instructions.md`) - [ ] Copilot prompt (`.github/prompts/*.prompt.md`) - [ ] Copilot agent (`.github/agents/*.agent.md`) - [ ] Copilot skill (`.github/skills/*/SKILL.md`) **Other:** - [ ] Script/automation (`.ps1`, `.sh`, `.py`) - [ ] Other (please describe): ## Sample Prompts (for AI Artifact Contributions) **User Request:** > Resume my design thinking coaching session for the factory floor maintenance project. **Execution Flow:** 1. Coach reads `.copilot-tracking/dt/factory-floor-maintenance/coaching-state.md`. 2. Parses YAML schema: validates `project`, `current`, `methods_completed`, and `transition_log` fields. 3. Restores context from `current.method` (e.g., 3), `current.space` (`problem`), and `current.phase` (e.g., `theme clustering`). 4. Reviews latest `session_log` and `transition_log` entries to summarize where the team left off. 5. Scans `artifacts` list for available project outputs to reference. 6. Announces resumed state to the user with current method, phase, and a brief summary of previous work. **Output Artifacts:** ```yaml # .copilot-tracking/dt/factory-floor-maintenance/coaching-state.md project: name: "Factory Floor Maintenance" slug: "factory-floor-maintenance" created: "2026-02-18" initial_request: "Reduce unplanned downtime on the factory floor" initial_classification: "fluid" current: method: 3 space: "problem" phase: "theme clustering" --------- Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> Co-authored-by: Allen Greaves <allengreaves@microsoft.com>

# Pull Request ## Description Add `dt-coach.agent.md` as the single conversational Design Thinking coaching agent. - Implement Think/Speak/Empower coaching philosophy governing all responses - Define tiered instruction loading: ambient (automatic), method (pattern-matched), on-demand (`read_file`) - Reference all four ambient-tier instruction files (identity, quality, sequencing, state) - Implement hat-switching logic for seamless method transitions - Integrate progressive hint engine with 4-level escalation - Add session management with coaching state initialization and recovery - Define method routing with non-linear iteration support - Include context refresh protocol and artifact management > [!NOTE] > This PR depends on #642, #645, #650, #651, #652, #653 (Phase 1 foundation) and #654 (coaching state protocol) being merged first. ## Related Issue(s) Closes #579 ## Type of Change Select all that apply: **Code & Documentation:** - [ ] Bug fix (non-breaking change fixing an issue) - [x] New feature (non-breaking change adding functionality) - [ ] Breaking change (fix or feature causing existing functionality to change) - [ ] Documentation update **Infrastructure & Configuration:** - [ ] GitHub Actions workflow - [ ] Linting configuration (markdown, PowerShell, etc.) - [ ] Security configuration - [ ] DevContainer configuration - [ ] Dependency update **AI Artifacts:** - [ ] Reviewed contribution with `prompt-builder` agent and addressed all feedback - [ ] Copilot instructions (`.github/instructions/*.instructions.md`) - [ ] Copilot prompt (`.github/prompts/*.prompt.md`) - [x] Copilot agent (`.github/agents/*.agent.md`) - [ ] Copilot skill (`.github/skills/*/SKILL.md`) **Other:** - [ ] Script/automation (`.ps1`, `.sh`, `.py`) - [ ] Other (please describe): ## Testing  ## Checklist ### Required Checks - [x] Documentation is updated (if applicable) - [x] Files follow existing naming conventions - [x] Changes are backwards compatible (if applicable) - [ ] Tests added for new functionality (if applicable) ### Required Automated Checks The following validation commands must pass before merging: - [x] Markdown linting: `npm run lint:md` - [x] Spell checking: `npm run spell-check` - [x] Frontmatter validation: `npm run lint:frontmatter` - [ ] Skill structure validation: `npm run validate:skills` - [x] Link validation: `npm run lint:md-links` - [x] PowerShell analysis: `npm run lint:ps` ## Security Considerations - [x] This PR does not contain any sensitive or NDA information - [x] Any new dependencies have been reviewed for security issues - [x] Security-related scripts follow the principle of least privilege ## Additional Notes 🎴 Generated by Copilot --------- Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> Co-authored-by: Allen Greaves <allengreaves@microsoft.com>

🤖 I have created a release *beep* *boop* --- ## [3.0.0](hve-core-v2.3.10...hve-core-v3.0.0) (2026-02-20) ### ⚠ BREAKING CHANGES * **skills:** migrate PR reference generation to self-contained skill ([#669](#669)) * restructure RPI collection to HVE Core naming convention ([#668](#668)) ### ✨ Features * **agents:** add agile-coach agent ([#562](#562)) ([de8d86c](de8d86c)) * **agents:** add DT coach agent with tiered instruction loading ([#656](#656)) ([206d3a7](206d3a7)) * **agents:** add product manager advisor and UX/UI designer agents ([#627](#627)) ([539eb8a](539eb8a)) * **agents:** add system architecture reviewer for design trade-offs and ADR creation ([#626](#626)) ([de5cfd6](de5cfd6)) * **build:** pin devcontainer image and align tool parity ([#704](#704)) ([6258b1c](6258b1c)) * **design-thinking:** add manufacturing industry context template ([#682](#682)) ([ce864bf](ce864bf)) * **instructions:** add DT coaching state protocol for session persistence ([#654](#654)) ([5a5be4e](5a5be4e)) * **instructions:** add dt-coaching-identity ambient instruction ([#642](#642)) ([6209a0d](6209a0d)) * **instructions:** add dt-method-01-deep for advanced scope conversation techniques ([#673](#673)) ([cc92ef9](cc92ef9)) * **instructions:** add dt-method-03-deep for advanced input synthesis techniques ([#676](#676)) ([0079a4f](0079a4f)) * **instructions:** add dt-method-09-deep instructions for Method 9 advanced coaching ([#703](#703)) ([150b2a6](150b2a6)) * **instructions:** add dt-method-sequencing ambient instruction ([#650](#650)) ([e465b2f](e465b2f)) * **instructions:** add dt-quality-constraints and design-thinking collection ([#645](#645)) ([17002bd](17002bd)) * **instructions:** add DT-to-RPI handoff contract specification ([#679](#679)) ([87f9962](87f9962)) * **instructions:** add energy industry context template ([#687](#687)) ([41088d8](41088d8)) * **instructions:** add healthcare industry context template ([#686](#686)) ([b2d5281](b2d5281)) * **instructions:** add Method 1 Scope Conversations coaching knowledge ([#651](#651)) ([93e2d48](93e2d48)) * **instructions:** add Method 2 Design Research coaching knowledge ([#652](#652)) ([30f7f3b](30f7f3b)) * **instructions:** add Method 3 Input Synthesis coaching knowledge ([#653](#653)) ([1efdb7d](1efdb7d)) * **instructions:** add Method 7 High-Fidelity Prototypes coaching instruction ([#666](#666)) ([9233eab](9233eab)) * **instructions:** add pull request instructions for PR generation workflow ([#706](#706)) ([73d23eb](73d23eb)) * **instructions:** create DT curriculum content (9 modules) ([#690](#690)) ([9f7378f](9f7378f)), closes [#617](#617) * **instructions:** create dt-method-02-deep.instructions.md ([#700](#700)) ([4d4d0ca](4d4d0ca)) * **instructions:** create dt-method-06-lofi-prototypes.instructions.md ([#684](#684)) ([4d5f757](4d5f757)) * **instructions:** create dt-method-07-deep.instructions.md ([#678](#678)) ([d3ec70d](d3ec70d)) * **instructions:** Create dt-method-08-deep.instructions.md ([#683](#683)) ([d9e1115](d9e1115)) * **instructions:** create dt-method-08-testing.instructions.md ([#681](#681)) ([3008ad8](3008ad8)) * **instructions:** create dt-method-09-iteration.instructions.md ([#685](#685)) ([9d7f4f5](9d7f4f5)) * **instructions:** create dt-rpi-research-context.instructions.md ([#689](#689)) ([34c7b89](34c7b89)) * **instructions:** create manufacturing reference learning scenario ([#692](#692)) ([1bd3994](1bd3994)) * **instructions:** Design Thinking Method 4 brainstorming instruction file ([#664](#664)) ([06f90b0](06f90b0)) * **prompts:** add DT start-project prompt for coaching initialization ([#657](#657)) ([ce583d5](ce583d5)) * **prompts:** add dt-resume-coaching prompt for session recovery ([#665](#665)) ([11b93cb](11b93cb)) * **prompts:** create dt-handoff-problem-space.prompt.md ([#688](#688)) ([277963d](277963d)) * **scripts:** add collection-level maturity field with validation, gating, and notices ([#697](#697)) ([7b1c8e8](7b1c8e8)) * **scripts:** add per-violation CI annotations and colorized console output ([#637](#637)) ([bd7d512](bd7d512)) * **skills:** edit SKILL frontmatter schema, add CI validation, and documentation ([#625](#625)) ([0138a78](0138a78)) * **skills:** mandate unit testing and document language support ([#636](#636)) ([9263617](9263617)) * **skills:** migrate PR reference generation to self-contained skill ([#669](#669)) ([cf8805f](cf8805f)) ### 🐛 Bug Fixes * **collections:** migrate artifacts into collection-based subdirectories ([#658](#658)) ([dfa5261](dfa5261)) * **instructions:** optimize Phase 1 DT token budgets and close [#564](https://github.com/microsoft/hve-core/issues/564)/[#565](https://github.com/microsoft/hve-core/issues/565) gaps ([#675](#675)) ([4f42f00](4f42f00)) * **scripts:** add CI annotations and step summary to copyright header check ([#638](#638)) ([5fa6328](5fa6328)) * **scripts:** add grouped link-lang console diagnostics and failure summary ([#661](#661)) ([4d6871f](4d6871f)) * **scripts:** add per-violation Write-Host and Write-CIAnnotation output to Test-DependencyPinning ([#640](#640)) ([9d3b71d](9d3b71d)) * **scripts:** align agent frontmatter schema with VS Code spec ([#469](#469)) ([254d445](254d445)) * **scripts:** optimize PSScriptAnalyzer linting performance in WSL2 ([#667](#667)) ([f120b93](f120b93)) * **scripts:** stabilize YAML display key ordering in collection manifest ([#701](#701)) ([73c0d2c](73c0d2c)) * **scripts:** use text stubs for plugin links when symlinks unavailable ([#695](#695)) ([d7650a3](d7650a3)) * **skills:** fix powershell test coverage in pr-reference skill ([#699](#699)) ([408e6b7](408e6b7)) ### 📚 Documentation * **dt:** add Method 5 Concepts and Method 6 Lo-Fi Prototypes instructions ([#693](#693)) ([cfdcf11](cfdcf11)) * **hve-guide:** add role-based guides and project lifecycle documentation ([#663](#663)) ([17a85da](17a85da)) ### ♻️ Refactoring * restructure RPI collection to HVE Core naming convention ([#668](#668)) ([120dde0](120dde0)) * **scripts:** consolidate duplicate logging into shared SecurityHelpers module ([#655](#655)) ([627a877](627a877)) * **scripts:** use shared SecurityHelpers and CIHelpers modules in security scripts ([#705](#705)) ([3a0baa7](3a0baa7)) ### 🔧 Maintenance * **deps-dev:** bump markdownlint-cli2 from 0.20.0 to 0.21.0 in the npm-dependencies group ([#609](#609)) ([1486dd7](1486dd7)) --- This PR was generated with [Release Please](https://github.com/googleapis/release-please). See [documentation](https://github.com/googleapis/release-please#release-please). Co-authored-by: hve-core-release-please[bot] <254602402+hve-core-release-please[bot]@users.noreply.github.com>

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feat(instructions): add DT coaching state protocol for session persistence #654

Merged

feat(agents): add DT coach agent with tiered instruction loading #656

Merged

chaosdinosaur changed the base branch from main to epic/design-thinking-coaching February 18, 2026 16:59

WilliamBerryiii approved these changes Feb 18, 2026

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chaosdinosaur changed the base branch from epic/design-thinking-coaching to main February 18, 2026 20:07

chaosdinosaur requested a review from WilliamBerryiii February 18, 2026 21:12

chaosdinosaur added 5 commits February 18, 2026 15:15

feat(instructions): add Design Thinking Method 1 Scope Conversations …

ea1aa49

…coaching knowledge

feat(instructions): refine table formatting for Sub-Methods and Speci…

cde9b32

…alized Hats in Method 1 Scope Conversations

feat(instructions): add design thinking coaching identity, method 01 …

58d625a

…scope, and quality constraints instructions

WilliamBerryiii force-pushed the feat/576-dt-method-01-scope branch from 0bf1404 to 58d625a Compare February 18, 2026 23:22

Bill Berry and others added 4 commits February 19, 2026 00:40

chore(build): regenerate plugin README files

54e697e

- regenerate 9 plugin README files to fix CI plugin validation - run lint:md:fix and format:tables for table format compliance 🔧 - Generated by Copilot

Merge remote-tracking branch 'origin/main' into feat/576-dt-method-01…

64ea752

…-scope

style(agents): remove featured display

79f1b21

🔧 - Generated by Copilot

agreaves-ms merged commit 93e2d48 into microsoft:main Feb 19, 2026
19 checks passed

hve-core-release-please bot mentioned this pull request Feb 19, 2026

chore(main): release hve-core 3.0.0 #644

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chaosdinosaur deleted the feat/576-dt-method-01-scope branch February 24, 2026 18:50

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feat(instructions): add Method 1 Scope Conversations coaching knowledge#651

feat(instructions): add Method 1 Scope Conversations coaching knowledge#651
agreaves-ms merged 9 commits intomicrosoft:mainfrom
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Pull Request

Description

Related Issue(s)

Type of Change

Testing

Checklist

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Required Automated Checks

Security Considerations

Additional Notes

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