Plan a small, testable dependency upgrade with compatibility checks, owners, rollout evidence, and rollback steps.
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Use this once the current and target versions are known.
Check release notes, migration guides, support policy, known regressions, and the project's use of changed APIs or configuration. Name every source and the versions it covers. Search the repository for removed or changed features.
Include:
Split major, framework, runtime, and unrelated security upgrades when they can be tested alone. Mark assumptions and missing test coverage.
The plan may propose a branch or pull request. It does not authorise a merge, deploy, data migration, risk acceptance, or production change.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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