Staggered Audit Calendar 2026

Proposed: January 3, 2026 Purpose: Prevent “audit week” clustering by offsetting recurring reviews Owner: Chief of Staff (tracking), respective owners (execution)


Audit Types & Cadences

Audit Type Cadence Duration Owner Methodology
Pattern Sweep 6 weeks ~1 day Lead Dev + specialized agents dev/active/pattern-sweep-2.0-framework.md
Methodology Audit 6-8 weeks ~2 hours CIO (xian acting) TBD
Documentation Audit Weekly ~1 hour CoS / Doc Manager .github/workflows/weekly-docs-audit.yml
Workstream Review Weekly ~1 hour CoS + PM N/A (informal)
Role Health Check 4 weeks ~30 min HOSR docs/internal/operations/role-health-check-methodology.md

2026 Calendar (Staggered)

Q1 2026

Week Mon Pattern Sweep Methodology Doc Audit Role Health
1 Jan 6      
2 Jan 13      
3 Jan 20    
4 Jan 27      
5 Feb 3    
6 Feb 10      
7 Feb 17  
8 Feb 24      
9 Mar 3      
10 Mar 10      
11 Mar 17  
12 Mar 24      
13 Mar 31      

Q2 2026

Week Mon Pattern Sweep Methodology Doc Audit Role Health
14 Apr 6    
15 Apr 13    
16 Apr 20      
17 Apr 27    
18 May 4      
19 May 11    
20 May 18      
21 May 25    
22 Jun 1      
23 Jun 8  
24 Jun 15      
25 Jun 22      
26 Jun 29      

Offset Logic

Pattern Sweep (anchor): Weeks 5, 11, 17, 23, 29, 35, 41, 47

Methodology Audit: Weeks 7, 14, 21, 28, 35, 42, 49

Documentation Audit: Every week (weekly)

Role Health Check: Weeks 3, 7, 11, 15, 19, 23…


Maximum Audit Load Per Week

Design Principle: No more than 2 heavy audits in any given week. Doc Audit is weekly and doesn’t count toward the heavy audit limit.

Worst Case: Doc Audit + Pattern Sweep + Role Health (Week 11, 23 — ~3 hours total)

Typical Case: Doc Audit alone (~1 hour), or Doc Audit + one other (~2 hours)


GitHub Workflow Implementation

Pattern Sweep Workflow

# .github/workflows/pattern-sweep-reminder.yml
name: Pattern Sweep Reminder
on:
  schedule:
    # Every 6 weeks on Monday at 9am UTC
    # Starting Feb 3, 2026
    - cron: '0 9 3 2 *'   # Feb 3
    - cron: '0 9 17 3 *'  # Mar 17
    - cron: '0 9 27 4 *'  # Apr 27
    - cron: '0 9 8 6 *'   # Jun 8
    # ... continue for year

Documentation Audit Workflow

# .github/workflows/weekly-docs-audit.yml
name: Weekly Documentation Audit
on:
  schedule:
    # Every Monday at 9am UTC
    - cron: '0 9 * * 1'

Role Health Check Workflow

# .github/workflows/role-health-reminder.yml
name: Role Health Check Reminder
on:
  schedule:
    # Every 4 weeks on Monday at 9am UTC
    - cron: '0 9 20 1 *'  # Jan 20
    - cron: '0 9 17 2 *'  # Feb 17
    - cron: '0 9 17 3 *'  # Mar 17
    # ... continue for year

Issue Templates for Each Audit

Pattern Sweep Issue Template

---
name: Pattern Sweep
about: 6-week pattern analysis
labels: pattern-sweep, methodology
---

## Pattern Sweep: [Date Range]

**Period**: [Start] - [End]
**Lead**: Lead Developer (Specialist Instance)

### Checklist
- [ ] Pattern library index updated
- [ ] Usage analysis complete
- [ ] Novelty candidates identified
- [ ] Evolution tracking complete
- [ ] Meta-synthesis complete
- [ ] FALSE POSITIVE test passed
- [ ] Leadership summary prepared
- [ ] Ratification decisions documented

### Deliverables
- [ ] pattern-sweep-results-YYYY-MM-DD.md
- [ ] pattern-sweep-leadership-summary.md
- [ ] DRAFT-pattern-XXX.md (if any)

Documentation Audit Issue Template

---
name: Documentation Audit
about: Monthly documentation health check
labels: documentation, audit
---

## Documentation Audit: [Date]

**Owner**: Chief of Staff / Doc Manager

### Checklist

**🔗 Link Integrity (Priority)** - Added Feb 2026 per Ted Nadeau feedback
- [ ] ADR link audit: Check all `docs/internal/architecture/current/adrs/adr-*.md` for broken internal refs
- [ ] Pattern link audit: Check `pattern-*.md` for broken cross-references
- [ ] Briefing link audit: Check `docs/briefing/*.md` and `knowledge/BRIEFING-*.md`
- [ ] Document broken links found with file:line format
- [ ] Fix or file issues for broken links

**📊 Standard Checks**
- [ ] Stale documents identified (>90 days unchanged)
- [ ] README coverage verified (target: 100%)
- [ ] Navigation docs current
- [ ] Knowledge folder aligned with filesystem

### Metrics
- Broken internal links: ___ (target: <10 in priority files)
- Stale docs: ___
- Coverage: ___%

### Link Audit Notes
Files with broken links discovered:
- [ ] [file] line [N]: [broken link] → [resolution]

### Completion Matrix (REQUIRED)
| Section | Status | Evidence |
|---------|--------|----------|
| Link Integrity | ✅/⏸️/❌ | |
| Stale Docs | ✅/⏸️/❌ | |
| README Coverage | ✅/⏸️/❌ | |
| Navigation Docs | ✅/⏸️/❌ | |
| Knowledge Folder | ✅/⏸️/❌ | |

**⚠️ Deferral requires PM approval comment link. No silent skipping.**

Role Health Check Issue Template

---
name: Role Health Check
about: Monthly agent role health assessment
labels: sapient-resources, audit
---

## Role Health Check: [Date]

**Owner**: HOSR / Chief of Staff (interim)

### Active Roles Assessed
| Role | Last Session | Drift Risk | Notes |
|------|--------------|------------|-------|
| Chief of Staff | | Low/Med/High | |
| Chief Architect | | | |
| Lead Developer | | | |
| Communications Director | | | |

### Checklist
- [ ] All active roles had session in past 2 weeks
- [ ] Briefing documents current
- [ ] No role drift detected
- [ ] Succession plans documented
- [ ] Prompt templates current

Tracking Dashboard

CoS to maintain simple tracking:

Audit Type Last Completed Next Due Status
Pattern Sweep Feb 3, 2026 Mar 17, 2026 ✅ Complete
Methodology TBD Feb 17, 2026 ⏳ Schedule
Documentation Mar 10, 2026 Mar 17, 2026 ✅ Complete (#882)
Role Health Jan 31, 2026 (informal) Feb 17, 2026 ✅ Methodology defined

Note: Role Health Check methodology formalized Jan 31, 2026. First formal audit Feb 17, 2026. HOSR provided informal baseline assessment Jan 31 showing all roles Low/Medium risk.


Adjustment Protocol

If an audit needs to slip:

  1. Move by 1 week maximum
  2. Don’t create collision with other audits
  3. Document reason in tracking dashboard
  4. Don’t skip entirely - defer to next slot

If project phase requires pause (e.g., major release):

  1. PM can suspend non-critical audits (Doc, Role Health)
  2. Pattern Sweep and Methodology should still run
  3. Document suspension and resume date

Success Metrics

After 3 months:


Calendar proposed by Chief of Staff January 3, 2026 For implementation via GitHub Actions