Add user personas and interaction flows documentation; introduce automated upstream integration strategy for Spec Kit Spark

Author: markhazleton

.DocSpecSpark/KeyDocuments-NotForProfits.md

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+# DocSpecSpark - Planning Repository
+
+This directory contains all planning documents for the **DocSpecSpark** project - a document-focused adaptation of Spec Kit for creating business documentation (policies, procedures, handbooks, training materials).
+
+## Project Vision
+
+**DocSpecSpark** is a Git-based document management system for creating, versioning, and publishing business documentation. It applies the Spec-Driven Development methodology from [Spec Kit](https://github.com/github/spec-kit) to document creation workflows.
+
+### Core Principles
+
+> **"Constitution as Single Source of Truth"**  
+> All company metadata lives in `constitution.yaml`. Templates use `{{TOKENS}}` that are automatically replaced from the constitution when documents are created.
+
+> **"Markdown as source of truth. Git for versioning. Static site for viewing."**  
+> Documents are Markdown files in Git. Static site (Docusaurus) provides professional viewing. No complex CMS required.
+
+### Architecture: Constitution → Templates → Documents
+
+```
+constitution.yaml                    Templates (61)                Documents
+├── company.legal_name        →     {{COMPANY_NAME}}         →    Acme Manufacturing Inc.
+├── company.executives.ceo    →     {{CEO_NAME}}             →    John Smith
+├── company.state             →     {{STATE}}                →    Ohio
+├── company.dept_heads.ehs    →     {{EHS_MANAGER}}          →    David Martinez
+└── ... (all metadata)        →     ... (all tokens)         →    ... (auto-replaced)
+
+Update once in constitution → All future documents use new values
+```
+
+**Key Benefits**:
+- **Consistency**: Company name, executive names, addresses are identical across all documents
+- **Maintainability**: Change CEO once in constitution, not in 50 documents
+- **Validation**: Constitution builder ensures required metadata is collected
+- **Auditability**: Git tracks all changes to constitution and documents
+
+### MVP: The "Spark" Approach
+
+The Phase 1 MVP follows the "Spark" philosophy: **minimal, fast, Git-native**. No complex workflows, no web app, no SharePoint—just:
+
+1. **Constitution Builder** - Interactive questionnaire populates company metadata
+2. **Template Token Replacement** - `{{TOKENS}}` auto-filled from constitution
+3. **Markdown files** stored in Git
+4. **Static site** (Docusaurus) for viewing documents
+5. **Git tags** for version control
+6. **Minimal CLI** for scaffolding and publishing
+
+This keeps the barrier to entry low while providing robust version control, consistent metadata, and professional document viewing.
+
+## Key Design Principles (Post-MVP Evolution)
+
+1. **One Repository Per Company**: Each client gets an isolated repository with their constitution, templates, and published documents
+2. **Multi-Interface Support (Phase 3+)**: Accessible via CLI (Phase 1) → Web app (Phase 3) → SharePoint/Teams (Phase 4)
+3. **Compliance-First (Phase 2)**: Multi-framework validation (ISO 9001, SOC 2, GDPR, HIPAA, Labor Law)
+4. **Template-Driven**: Extensive library of pre-built document templates for rapid creation
+5. **Hybrid Output Formats (Phase 3+)**: Markdown as source of truth, exports to MS Word/PDF with version tracking
+
+## Planning Documents
+
+### Getting Started
+- [mvp-quick-start.md](mvp-quick-start.md) - **START HERE** - Phase 1 MVP overview, user workflows, what's included/excluded
+- [phased-rollout-plan.md](phased-rollout-plan.md) - 4-phase delivery strategy (MVP → Enterprise)
+
+### Architecture & Design
+- [architecture-decisions.md](architecture-decisions.md) - Multi-interface approach, GitHub API integration, SharePoint/Teams strategy
+- [integration-strategy.md](integration-strategy.md) - SharePoint, Teams, MS Word integration patterns (Phase 4)
+- [user-personas.md](user-personas.md) - Technical vs. non-technical user flows
+- [company-profiles.md](company-profiles.md) - 7 organizational profiles with pre-configured templates
+
+### Core Components
+- [company-constitution-schema.md](company-constitution-schema.md) - Company metadata, compliance frameworks, document governance
+- [nonprofit-template-library.md](nonprofit-template-library.md) - **21 nonprofit templates** derived from KeyDocuments-NotForProfits.md analysis
+- [smallbusiness-template-library.md](smallbusiness-template-library.md) - **40 small business manufacturing templates** derived from KeyDocuments-SmallBusiness.md analysis
+- [workflow-commands.md](workflow-commands.md) - Spec → Plan → Tasks → Draft → Compliance Review → Publish
+
+### Technical Specifications
+- [cli-design.md](cli-design.md) - Command-line interface for technical users
+- [web-app-design.md](web-app-design.md) - Web application for non-technical users (GitHub API-based)
+- [github-actions-workflows.md](github-actions-workflows.md) - Automation for document generation, compliance checks, publication
+
+### Compliance & Templates
+- [compliance-frameworks/](compliance-frameworks/) - ISO 9001, SOC 2, GDPR, HIPAA, Labor Law specifications
+- [template-library/](template-library/) - Policies, handbooks, training materials
+
+## Directory Structure
+
+```
+.DocSpecSpark/
+├── README.md (this file)
+├── architecture-decisions.md
+├── integration-strategy.md
+├── user-personas.md
+├── company-constitution-schema.md
+├── document-templates-spec.md
+├── workflow-commands.md
+├── cli-design.md
+├── web-app-design.md
+├── github-actions-workflows.md
+├── compliance-frameworks/
+│   ├── iso9001-spec.md
+│   ├── soc2-spec.md
+│   ├── gdpr-spec.md
+│   ├── hipaa-spec.md
+│   └── labor-law-spec.md
+└── template-library/
+    ├── policies/
+    ├── handbooks/
+    └── training/
+```
+
+## Phased Rollout Strategy
+
+DocSpecSpark will launch in **4 phases** over 12 months:
+
+- **Phase 1 (Months 1-3)**: Markdown + Static Site MVP - CLI for managing documents, Docusaurus for viewing, Git for versioning
+- **Phase 2 (Months 4-6)**: Compliance Validation & AI Agents - Automated framework checking, AI-assisted document creation
+- **Phase 3 (Months 7-9)**: Web Application & Editing UI - Browser-based editor for non-technical users, MS Word export
+- **Phase 4 (Months 10-12)**: Enterprise Integration - SharePoint, Teams, advanced Word templates, SSO (NOT part of MVP)
+
+See [phased-rollout-plan.md](phased-rollout-plan.md) for full details.
+
+## Current Status
+
+✅ **Planning Phase: COMPLETE** (11/11 documents)
+
+**Phase 1 MVP: "Spark" Edition** - FOCUS ON THIS
+- **Read**: [mvp-quick-start.md](mvp-quick-start.md) for complete Phase 1 overview
+- **Template Libraries**: 61 total templates (21 nonprofit + 40 small business manufacturing)
+- **Focus**: Markdown documents + Git versioning + Static site viewing
+- **Scope**: Minimal CLI, Docusaurus site, GitHub Pages hosting
+- **Templates**: 
+  - [nonprofit-template-library.md](nonprofit-template-library.md) - 21 nonprofit templates
+  - [smallbusiness-template-library.md](smallbusiness-template-library.md) - 40 manufacturing templates
+- **Installation**: Like Spec Kit - all framework in `.docspecspark/` folder
+- **Timeline**: Months 1-3
+- **Target**: 5 pilot companies, 25 documents created
+
+**Phases 2-4**: Future ideas only, not committed development.
+
+### Next Steps (MVP Development)
+
+1. **Create Source Repository**: `github/docspecspark` (framework development)
+2. **Build `.docspecspark/` Structure**:
+   - `scripts/` (bash + PowerShell)
+   - `templates/` (61 templates: nonprofit + manufacturing profiles)
+   - `site-theme/` (Docusaurus theme)
+   - `prompts/` (AI agent prompts - future)
+   - `config.yaml` (company configuration schema)
+3. **Build Python CLI** (`docspec_cli`):
+   - `install` - Install framework into target repo
+   - `create` - Create document from template
+   - `publish` - Tag version and deploy site
+   - `update` - Update framework from source
+   - `list` - List all documents
+4. **Create 61 Templates**:
+   - 21 nonprofit templates (governance, HR, finance/tax - aligned to IRS Form 990)
+   - 40 small business manufacturing templates (OSHA, EPA, QMS, engineering, export, IT security)
+5. **Create Example Repository**: Demo company (`acme-corp-docs`) with sample documents
+6. **Recruit Pilot Companies**: 5 organizations for beta testing
+
+## Company Profiles
+
+DocSpecSpark supports **7 company profiles** with pre-configured templates, compliance frameworks, and workflows:
+
+1. **Not-for-Profit** (with volunteers and staff)
+2. **Early-Stage Startup** (< 10 people)
+3. **Small Business - Service Industry** (10-50 employees)
+4. **Small Business - Manufacturing** (50-250 employees)
+5. **Mid-Sized Enterprise** (250-1000 employees)
+6. **Large Enterprise** (1000+ employees)
+7. **Healthcare Organization** (regulated)
+
+See [company-profiles.md](company-profiles.md) for detailed specifications.
+
+## Status
+
+**Phase**: Planning & Architecture (Complete)
+**Last Updated**: March 2, 2026
+**Next Steps**: 
+1. ✅ Multi-interface architecture defined
+2. ✅ Company constitution schema created
+3. ✅ SharePoint/Teams integration strategy designed
+4. ✅ Template library specifications built
+5. ✅ Company profiles configured
+6. ✅ Phased rollout plan finalized
+7. **→ Begin Phase 1 development (Core MVP)**