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Knowledge Base EN

Sergey Emelyanov edited this page Nov 6, 2026 · 2 revisions

Knowledge-Base-EN — the methodology knowledge base

🇷🇺 Русская версия: Knowledge-Base

Sources: knowledge/README.md, knowledge/INDEX.md, knowledge/INDEX_EN.md. Search: pfs kb search. An annotated catalog of all cards — Methods-Catalog-EN; ready-made scenarios — Recipes-EN.

What it is

The agent's permanent methodology knowledge: how to run research, set goals, build a strategy. It does not depend on a specific project and does not change while working on a task. Project materials live separately (projects/<slug>/), process rules live in AGENTS.md.

Folder Contents Who changes it
knowledge/methods/ 88 methodology cards — one card = one method (RU canon) methodology owner, via PR
knowledge/methods_en/ 16 EN mirrors of key cards (PM approaches) methodology owner
knowledge/templates/ templates of output documents (situation, options, strategies, validation plan, six-pager) methodology owner
knowledge/rubrics/ quality criteria for the agent and the reviewer subagent methodology owner
knowledge/INDEX.md navigation: which card belongs to which step pfs kb index
knowledge/INDEX_EN.md English navigation over the whole base pfs kb index

Volume: 88 cards (RU canon) + 16 EN mirrors + INDEX_EN.md. Every card contains method and algorithm only, no brands: the sources field records where the material comes from (course or textbook, without company names); homework and personal data are never included.

On top of the categories sits a framework layer that ties the cards to the process:

  • Double Diamond (M-double-diamond) — maps the "problem → solution" phases onto the agent's 12 steps;
  • Lean Canvas (M-lean-canvas) — 9 business-hypothesis cells, each attachable to C### claims;
  • Frameworks overview (M-product-frameworks) — RICE/ICE/WSJF, HADI, AARRR/HEART/Kano, "phase → tool".

Card format

Each card is a Markdown file with YAML frontmatter: identifier, course (category), process steps, search tags, and links.

---
id: M-<topic>               # latin, kebab-case, e.g. M-jtbd
title: Method name
course: strategy | pm | ux | data | ai | gen-ai | product | skills | synthesis
sources: ["origin of the material"]    # no company names
stages: [intake, research, situation, options, strategy, validation, review, after-decision]
tags: [competitors, jtbd]
related: [M-competitors, M-market-sizing]
---
# Title
## When to use              # 1–3 sentences: which question this closes
## Essence                  # key concepts in plain words
## Procedure                # numbered steps for the agent
## Template / checklist     # field table
## Typical mistakes         # how to notice them
## Questions that could change the decision
## Related cards            # related ids: M-jtbd, M-…

Frontmatter fields:

Field Meaning How it is used
id unique M-… identifier pfs kb show M-…, related links, step card sets
title human-readable name printed by search and INDEX.md
course category (course) grouping in INDEX.md and the catalog
sources origin of the method verifies the card is a method, not a brand
stages steps of the 12-step process pfs step prints cards whose stages include the step
tags keywords BM25 search pfs kb search
related neighboring cards pfs kb index checks for broken links

Content rules: one card is 60–250 lines; language is Russian (English terms in parentheses at first mention — EN mirrors live separately in methods_en/); metric formulas carry units and period; "How to" lists steps the agent can execute without guessing.


The 88 cards by category (Categories)

A card's category is its course field. Distribution of all 88 cards:

Category (course) Cards About Example cards
strategy 28 strategy, growth, platforms, risks, reporting M-strategy-growth, M-risks, M-six-pager, M-team, M-outcome-roadmap, M-platform-economics
ux 19 research, interviews, CJM, USP, loyalty M-jtbd, M-in-depth-interviews, M-cjm, M-usp, M-loyalty-metrics, M-synthetic-respondents
pm 11 product management and lifecycle M-product-metrics, M-roadmap, M-solution-design, M-mvp-pilots, M-pmf-scaling, M-decision-daci
skills 11 cross-cutting disciplines: economics, models, market M-unit-economics, M-traction-model, M-market-sizing, M-monetization, M-source-criticism, M-skills-map
data 8 data and experiments M-ab-testing, M-sql-for-pm, M-retention-curves, M-basic-statistics-pm, M-forecasting-product, M-event-taxonomy
product 4 modern PM approaches (have EN mirrors) M-continuous-discovery, M-dual-track-agile, M-pmf-survey, M-positioning-dunford
ai 3 GenAI products M-genai-product-development, M-genai-assistant-architecture, M-genai-prototyping
gen-ai 2 quality and patterns of AI features M-genai-evals, M-genai-feature-patterns
synthesis 2 frameworks that tie everything together M-double-diamond, M-product-frameworks
Total 88

Plus EN summaries for strategic and product cards: M-crossing-chasm, M-wardley-mapping, M-north-star-playbook, M-product-lifecycle-strategy, M-van-westendorp, M-prioritization-ricews, M-positioning-dunford, M-gtm-launch (see the EN mirrors section below).

INDEX.md navigation — by process step

knowledge/INDEX.md (rebuilt by pfs kb index) groups cards by the steps of the 12-step process — a card appears in a section if the step is in its stages (one card can appear in several sections):

INDEX.md section Cards in section Examples
Intake 16 M-brief-hypotheses, M-jtbd, M-research-types
Research 42 M-quant-methods, M-in-depth-interviews, M-source-criticism
Options 63 M-competitors, M-monetization, M-risks, M-lean-canvas
Strategy 56 M-usp, M-strategy-growth, M-traction-model, M-roadmap
Validation plan 66 M-ab-testing, M-success-metrics, M-model-validation
After decision 33 M-loyalty-metrics, M-delivery, M-product-communication

The full card list per course is at the end of knowledge/INDEX.md ("Все карты по курсам") and in Methods-Catalog-EN.


EN mirrors and INDEX_EN

The canon is Russian: search and reading work identically for RU and EN. knowledge/methods_en/ holds English summaries of the key PM approaches — 16 cards:

EN mirror RU original
M-continuous-discovery-en Continuous Discovery Habits
M-pmf-survey-en PMF Survey (Sean Ellis)
M-lean-startup-en Lean Startup
M-north-star-playbook-en North Star Playbook
M-crossing-chasm-en Crossing the Chasm
M-dual-track-agile-en Dual-Track Agile
M-wardley-mapping-en Wardley Mapping
M-product-lifecycle-strategy-en Strategy by product life-cycle stage
M-van-westendorp-en Van Westendorp Price Sensitivity Meter
M-prioritization-ricews-en Prioritization RICE/ICE/WSJF/Kano
M-event-taxonomy-en Event taxonomy for product analytics
M-retention-curves-en Retention curves
M-gtm-launch-en Go-to-Market: launch tiers
M-genai-evals-en LLM feature evals
M-genai-feature-patterns-en AI feature patterns
M-positioning-dunford-en Positioning by April Dunford

knowledge/INDEX_EN.md is the English navigation: the "PM approaches (EN summaries available)" section first, then the full list of all 88 cards with EN titles, course groups (Strategy, pm, UX, skills, synthesis), and a search hint. Mirrors are added progressively — the canonical RU cards remain the source of truth.


BM25 search

pfs kb search "cohort retention analysis"     # BM25 with Russian stemming; RU and EN searched jointly
pfs kb search "unit economics churn"          # an English query searches the same corpus
pfs kb search "van westendorp pricing" -k 3   # top-3 results
pfs kb search "onboarding" --with-project     # include project-level cards
pfs kb show M-unit-economics                  # print the full card
pfs kb index                                  # rebuild INDEX.md / INDEX_EN.md, verify related links

Search runs over card headings, sections and tags with Russian stemming; results are section lines with relevance scores:

pfs kb search "unit economics churn"
  12.62 M-benchmarking › Related cards …
  8.22  M-unit-economics › Procedure — collect inputs (ARPU/AOV/F/churn/retention/GM1) by cohort…
  8.13  M-skills-map › Procedure — "enter the market?" → M-market-sizing → M-source-criticism…

Context economy principle: the agent never reads the whole base — pfs route lists cards for the scenario, pfs step prints the step's mandatory cards, search returns 1–3 relevant hits.


Mandatory step cards (Stage cards)

At every step the agent must read the cards attached to the step via stages. pfs step prints them when the step is marked, pfs route — when the scenario is chosen:

Step Mandatory cards
intake M-brief-hypotheses, M-customers, M-jtbd, M-product-context
sources M-source-criticism, M-research-types
research M-research-types, M-quant-methods, M-ab-testing, M-sql-for-pm, M-ai-in-research
discovery M-jtbd, M-audience-research, M-in-depth-interviews, M-customers, M-product-frameworks
situation M-source-criticism, M-external-environment, M-competitors, M-trends-scenarios
options M-strategy-growth, M-goals-drivers-bets, M-risks, M-cannibalization, M-product-frameworks, M-lean-canvas, M-double-diamond
choice M-decision-daci, M-product-frameworks
strategy M-usp, M-product-communication, M-monetization, M-unit-economics, M-traction-model, M-platforms-types-criteria
validation M-ab-testing, M-success-metrics, M-product-metrics, M-forecasting-product
review M-six-pager, M-source-criticism
decision M-decision-daci, M-model-validation
monitoring M-decision-daci, M-loyalty-metrics

The "skills map" (M-skills-map) is the navigator: "requestor's question → which cards, in which order" for typical tasks (market entry, retention decline, price validation, etc.).


Revision and retraction

The knowledge base is permanent; what gets revised is project claims. The transparency loop:

pfs claim supersede --id C005 "Market $6.4B" --reason "new report published" --source S012
pfs claim retract --id C005 --reason "estimation methodology error"
pfs claim rebase [--id C010]     # redirect conclusions to the replacement grounds
pfs impact C005                  # conclusions → document lines → decisions
pfs decision due                 # which decisions went stale because of new data
  • supersede — replacement with history preserved; rebase moves dependent conclusions onto the replacement.
  • retract — retraction (e.g. the source proved unreliable per M-source-criticism); dependent conclusions require substantive rework.
  • impact shows everything else that leans on a claim/source before you change anything.
  • pfs source refresh — if a source's text changed (sha256), the same loop is suggested for its claims.

Details and commands — Decisions-and-Monitoring-EN; a worked lifecycle example — Demo-CVStart-EN.


Extending the base

Changes are made by the methodology owner via PR; the agent never edits the base during a project. Requirements for a new card:

  1. id — unique M-… (kebab-case); course — one of the existing categories.
  2. stages filled in (otherwise the card never enters step card sets), tags filled in (otherwise search misses it), related filled in (pfs kb index checks for broken links).
  3. Method and algorithm only: 60–250 lines, no brands or homework, formulas with units.
  4. If the card is a PM approach from the "approaches" collection, add an EN mirror in knowledge/methods_en/ (M-…-en) and a line in knowledge/INDEX_EN.md.
  5. pfs kb index — rebuild the indexes; python3 -m unittest discover -s tests — confirm the knowledge-related tests stay green.

FAQ

Why are the cards in Russian when the request is in English? The canon is Russian; BM25 search indexes RU and EN jointly, and 16 PM approaches have full EN summaries in methods_en/. An English query finds the same RU card: pfs kb search "unit economics churn" → M-unit-economics.

How does a card differ from a skill? A card is "how to think" (methodology, criteria, typical mistakes); a skill is "how to do" (a procedure with templates). On conflict, the card wins — Skills-EN.

How does the agent pick cards without reading the whole base? Three mechanisms: pfs route (the set for the scenario), pfs step (the step's mandatory cards), pfs kb search (targeted search by meaning). The base is indexed in advance; only found cards are read.

Can cards be edited mid-project? No: the base is permanent, changed by the methodology owner via PR. During a project, claims are revised (supersede/retract/rebase) — see the section above.

See also: Architecture-EN (the knowledge layer in the overall architecture) · Skills-EN (the priority rule: a knowledge card outranks a skill procedure) · Methods-Catalog-EN (the full annotated catalog) · Recipes-EN (which cards on which scenario) · Routing-and-Models-EN (scenario → cards → models).

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