DEBT-003 recommended management

Regular debt review with stale item cleanup

Debt list is reviewed on a regular cadence (quarterly minimum) to prioritize items, close stale entries, and prevent debt from compounding indefinitely.

Question to ask

"When was your last debt review — and what changed?"

Pass criteria

  • Defined cadence exists (quarterly minimum)
  • Review actually happens
  • Last review within expected window
  • Stale items addressed
  • No debt items older than 12 months without explicit decision

Fail criteria

  • No scheduled review
  • Cadence documented but not followed
  • Last review 6+ months ago
  • Debt items from 2+ years ago still open and ignored

Verification guide

Severity: Recommended

A debt list without regular review becomes a graveyard of good intentions. Reviews keep the list relevant, prioritized, and actionable.

Check automatically:

# Look for review meeting notes or cadence docs
grep -riE "debt review|quarterly review|backlog grooming|tech debt.*meeting" docs/ --include="*.md" 2>/dev/null

# Check for process documentation
find . -maxdepth 4 -type f \( -name "*process*" -o -name "*cadence*" -o -name "*rituals*" \) -name "*.md" 2>/dev/null | grep -v node_modules

# Find stale debt items (older than 1 year) if using GitHub
gh issue list --label "tech-debt" --state open --json title,createdAt --limit 50 2>/dev/null | jq '[.[] | select(.createdAt < "2025-02-01")] | length'

Ask user:

  • "Is there a scheduled cadence for reviewing tech debt?" (quarterly, monthly, sprint planning)
  • "When was the last debt review?"
  • "Who participates?" (just leads, or whole team)
  • "What happens in the review?" (prioritize, close stale items, add new ones)
  • "Are there debt items older than 1 year still open?"

Review should include:

  • Prioritization of open items
  • Closing stale or irrelevant items
  • Adding newly discovered debt
  • Validating effort estimates
  • Deciding what to tackle next

Pass criteria:

  • Defined cadence exists (quarterly minimum)
  • Review actually happens (not just documented)
  • Last review within expected window
  • Stale items addressed (closed or deliberately kept)
  • No debt items older than 12 months without explicit decision

Fail criteria:

  • No scheduled review ("we look at it when we have time")
  • Cadence documented but not followed
  • Last review was 6+ months ago
  • Debt items from 2+ years ago still open and ignored
  • Backlog only grows, never shrinks

Cross-reference with:

  • DEBT-001 (review validates the list is alive)
  • DEBT-004 (review is where allocation gets decided)

Evidence to capture:

  • Review cadence (documented vs actual)
  • Date of last review
  • Count of stale items (>12 months old)
  • Actions taken in recent review

Section

40. Technical Debt Tracking

Team & Development