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Define Downstream Rollout and Maintenance Guidance - #9

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FMCalisto with Copilot wants to merge 2 commits into
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copilot/define-downstream-rollout-guidance
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Define Downstream Rollout and Maintenance Guidance#9
FMCalisto with Copilot wants to merge 2 commits into
mainfrom
copilot/define-downstream-rollout-guidance

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CopilotAI commented Jul 11, 2026

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Closes#5

Downstream maintainers had no single reference covering what to do after templating a repo, which files are mandatory vs removable, or how to track template evolution.

Changes

docs/DOWNSTREAM_GUIDE.md (new)

Five-section guide covering:

  • Minimum post-template setup — ordered steps required before the repo is usable
  • Required customization points — table of every file containing placeholders or instructional text that must be replaced
  • Mandatory items to retain — community health and governance files that must stay present
  • Optional items — what can be removed and under what conditions; explicitly scopes stack-specific automation and compliance tooling as out-of-default (informed by discussions Which Optional Extensions Should Stay Outside the Default Template? #7 and What Should Remain Mandatory in Downstream Repositories? #8)
  • Template evolution — how downstream repos track changes and what compatibility the source template guarantees

TEMPLATE_CHECKLIST.md

Added a final-review item directing maintainers to confirm required customization points against the new guide before deleting the checklist.

docs/README.md

Linked DOWNSTREAM_GUIDE.md at the top of the template administration resources list.

- Add docs/DOWNSTREAM_GUIDE.md covering minimum post-template setup
steps, required customization points, mandatory vs optional items,
and template evolution compatibility expectations
- Update docs/README.md to link to the new guide
- Update TEMPLATE_CHECKLIST.md final review to reference the guide
Closes#5
CopilotAI changed the title [WIP] Define downstream rollout and maintenance guidancedocs: add downstream rollout and maintenance guideJul 11, 2026
CopilotAI requested a review from FMCalistoJuly 11, 2026 22:14
@FMCalistoFMCalisto added the documentation Type: documentation for something. label Jul 11, 2026
@FMCalistoFMCalisto changed the title docs: add downstream rollout and maintenance guideDefine Downstream Rollout and Maintenance GuidanceJul 11, 2026
@FMCalistoFMCalisto added medium Priority: medium priority issue. review Status: review is needed from the issue owner. labels Jul 11, 2026
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Define Downstream Rollout and Maintenance Guidance

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