> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Spec Portfolio Governance Cadence

> Purpose: Define how often to run portfolio reports, deferred promotion reviews, and rebalancing so the spec registry and roadmap stay current.

**Purpose:** Define how often to run portfolio reports, deferred promotion reviews, and rebalancing so the spec registry and roadmap stay current.

**Last Updated:** 2026-03-09

***

## Weekly: Governance report

**What:** Generate a snapshot of completion stats, stalled specs (In Progress with Last Audited > 30 days), and top promotion candidates from the deferred dashboard.

**How:**

```bash theme={null}
# Output to stdout
npm run governance:weekly-report

# Save to a dated file (e.g. for weekly history)
npm run governance:weekly-report -- --output reports/spec-governance-$(date +%Y-%m-%d).md
```

On Windows (PowerShell):

```powershell theme={null}
npm run governance:weekly-report -- --output "reports/spec-governance-$(Get-Date -Format 'yyyy-MM-dd').md"
```

**Artifacts:** Optionally commit `reports/spec-governance-YYYY-MM-DD.md` to the repo or keep in a shared drive for trend visibility.

***

## Bi-weekly: Deferred promotion review

**What:** Review the “Top Expansion Candidates” and “Ready to Promote” items in [DEFERRED\_DASHBOARD.md](https://github.com/Encore-OS/encoreos/blob/development/specs/DEFERRED_DASHBOARD.md). Decide which deferred features to promote to implementation and update the dashboard or create enhancement specs.

**How:**

* Run `spec deferred --list` (read-only preview, does not modify the dashboard) or open DEFERRED\_DASHBOARD.md directly.
* For each high-priority candidate (e.g. PM-EN-04, PM-EN-AUTH-RENEWAL), confirm dependencies are met and schedule or create tasks.
* Use `spec deferred --promote --spec SPEC --feature "Name"` when promoting (if your workflow supports it).
* Re-run `spec deferred --sync` to actually regenerate the dashboard after changes (this writes the file).

***

## Monthly: Portfolio rebalance

**What:** Review completion and in-progress counts across PM, CL, CE, LO, FA. Adjust priorities or staffing so high-impact cores (e.g. PM, CL) are not starved.

**How:**

* Run `spec-complete --all --update-registry` (or run the script directly: `node scripts/audit/audit-spec-completion.js --all --update-registry`) to refresh [SPEC\_STATUS\_REGISTRY.md](https://github.com/Encore-OS/encoreos/blob/development/specs/SPEC_STATUS_REGISTRY.md).
* Review the **Portfolio Rollups** section (Completed specs, Pending with spec created).
* Compare with [ROADMAP\_SPEC\_MAPPING.md](/development/ROADMAP_SPEC_MAPPING) and the active roadmap docs under `specs/reviews/`; update roadmap or registry if priorities changed.
* Optionally run `npm run governance:weekly-report -- --output reports/spec-governance-monthly-YYYY-MM.md` and archive.

***

## References

* [SPEC\_STATUS\_TAXONOMY.md](/development/SPEC_STATUS_TAXONOMY) — Canonical status values
* [ROADMAP\_SPEC\_MAPPING.md](/development/ROADMAP_SPEC_MAPPING) — Roadmap ↔ spec mapping
* [SPEC\_STATUS\_REGISTRY.md](https://github.com/Encore-OS/encoreos/blob/development/specs/SPEC_STATUS_REGISTRY.md) — Portfolio rollups and per-core tables
* [DEFERRED\_DASHBOARD.md](https://github.com/Encore-OS/encoreos/blob/development/specs/DEFERRED_DASHBOARD.md) — Deferred features and top candidates