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33 changes: 24 additions & 9 deletions README.md
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Expand Up @@ -49,7 +49,8 @@ It is most useful when work needs reviewable outputs, explicit scope boundaries,
4. Run the first cycle and record outputs using [framework/core/deliverables.md](framework/core/deliverables.md).
5. Keep the work inside the rules in [governance/guardrails.md](governance/guardrails.md).

**For AI systems:** Load [AI_CONTEXT.md](AI_CONTEXT.md) for a compact structured summary.
**For AI systems:** Start with [runtime/AI_BIOS.md](runtime/AI_BIOS.md) and load only the runtime cards required by the current task and profile.
**General summary:** [AI_CONTEXT.md](AI_CONTEXT.md) remains available as a compact repository overview.
**For software implementers:** See [docs/software-reference.md](docs/software-reference.md) for interface contracts and schemas.

## Repository structure
Expand All @@ -59,6 +60,7 @@ It is most useful when work needs reviewable outputs, explicit scope boundaries,
- `framework/templates/` — reusable framework templates
- `governance/` — operating rules, evidence boundaries, and policies
- `governance/policies/` — machine-readable (YAML) forms of governance rules
- `runtime/` — AI runtime loader, profiles, and short execution cards

### Core method

Expand Down Expand Up @@ -102,7 +104,19 @@ It is most useful when work needs reviewable outputs, explicit scope boundaries,

| File | Purpose |
| --- | --- |
| [AI_CONTEXT.md](AI_CONTEXT.md) | Compact structured summary for AI systems |
| [docs/presentation/README.md](docs/presentation/README.md) | Curated human-readable package for demos, partner talks, and funding outreach |
| [docs/presentation/architecture-bios.md](docs/presentation/architecture-bios.md) | DAD-M architecture narrative and BIOS model for decision makers |
| [docs/presentation/one-pager-dadm-governance-platform.md](docs/presentation/one-pager-dadm-governance-platform.md) | One-page project summary for advisors, partners, and funders |
| [docs/discovery/discover_funding_landscape_2026_de.md](docs/discovery/discover_funding_landscape_2026_de.md) | Discover artifact: funding options and go-to-market contact paths (DE/EU) |
| [docs/presentation/team-operating-model.md](docs/presentation/team-operating-model.md) | Operating model for a 3-person founder team |
| [docs/presentation/pitch-mail-template.md](docs/presentation/pitch-mail-template.md) | Practical outreach mail template for programs and partners |
| [docs/presentation/outreach-mail-foerderberatung-bund.md](docs/presentation/outreach-mail-foerderberatung-bund.md) | Ready-to-send first outreach mail for federal funding advisory |
| [docs/presentation/pitch-deck-outline.md](docs/presentation/pitch-deck-outline.md) | Presentation structure focused on clarity and evaluability |
| [docs/presentation/pr-description.md](docs/presentation/pr-description.md) | Clean pull request description template for this curation package |
| [docs/presentation/repo-curation-guide.md](docs/presentation/repo-curation-guide.md) | Rules to remove duplication and avoid AI-sounding language |
| [runtime/AI_BIOS.md](runtime/AI_BIOS.md) | Runtime loader entry point for AI systems |
| [runtime/file-registry.yaml](runtime/file-registry.yaml) | Runtime document registry with profiles, routes, and opt-in references |
| [AI_CONTEXT.md](AI_CONTEXT.md) | Compact structured summary for humans and general AI overview |
| [docs/overview.md](docs/overview.md) | Concise method overview including design assumption |
| [docs/methodology.md](docs/methodology.md) | Methodological positioning, design assumption, comparison table |
| [docs/getting-started.md](docs/getting-started.md) | Step-by-step first use (7 steps including scope + approval) |
Expand All @@ -116,13 +130,14 @@ It is most useful when work needs reviewable outputs, explicit scope boundaries,

## Example usage / workflow

1. Define the project brief, safety boundaries, and scope declaration.
2. Break the work into milestones with clear scope, dependencies, and priority.
3. Obtain approval for the milestone plan before starting M1.
4. Run Discover to collect the facts for milestone M1.
5. Run Apply to design the solution within those facts.
6. Run Deploy to implement only the approved design and capture proofs.
7. Run Monitor to validate the result and prepare the next milestone.
1. Choose a runtime load profile and load only the relevant runtime cards.
2. Define the project brief, safety boundaries, and scope declaration.
3. Break the work into milestones with clear scope, dependencies, and priority.
4. Obtain approval for the milestone plan before starting M1.
5. Run Discover to collect the facts for milestone M1.
6. Run Apply to design the solution within those facts.
7. Run Deploy to implement only the approved design and capture proofs.
8. Run Monitor to validate the result and prepare the next milestone.

For a concrete public example, see [docs/examples/rbac-case-example.md](docs/examples/rbac-case-example.md).

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# Discovery Artifacts

This folder contains Discover phase outputs that support strategic decisions.

Current entry:

- [discover_funding_landscape_2026_de.md](discover_funding_landscape_2026_de.md)
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# Discover Output: Funding and Positioning (DE/EU, 2026)

```yaml
artifact: discover-output
program: dadm-governance-platform
milestone: M21
phase: discover
status: reviewed-draft
date: 2026-03-27
scope:
- funding-fit screening for a 3-person team
- outreach channels for public and semi-public support
- pitch packaging requirements for human reviewers
```

## Team baseline

- Team size: 3
- Roles:
- Adrian Groszewski (Fachinformatiker, Projektmanager)
- Mischelle (Kauffrau)
- Marrt (Sicherheitsbeauftragter)
- Asset state: framework + functional software platform
- Objective: presentable and fundable growth path, not only concept stage

## Problem statement

The team needs a clear and realistic funding path that fits a software platform with governance and security focus, while keeping application overhead manageable for a small team.

## Candidate funding tracks

### Track A: Beratungs- und Matching-Einstieg (immediately)

Purpose: identify best-fit programs before writing large applications.

- Foerderberatung "Forschung und Innovation" des Bundes
- BMWE/BMWK Foerder- und Finanzierungsberatung
- Foerderdatenbank for program filtering

Fit: very high, low barrier, should be used first.

### Track B: Nationale F&E-Foerderung fuer KMU

Purpose: finance technical platform expansion and validated pilot work.

- ZIM (BMWK/BMWE family, R&D-oriented SME support)
- KMU-innovativ (BMBF thematic calls; software/security themes can fit)

Fit: high when legal entity and R&D work packages are clear.

### Track C: Steuerliche Entlastung fuer F&E

Purpose: reduce effective R&D costs independent of a single call cycle.

- Forschungszulage (BSFZ + tax workflow)

Fit: high for ongoing development with documented R&D activities.

### Track D: Gruendungs- und Wachstumsfinanzierung

Purpose: liquidity and growth financing for operational scaling.

- KfW ERP-Gruenderkredit StartGeld / KMU products

Fit: medium to high, depends on legal entity age and bank path.

### Track E: EU scale-up path

Purpose: larger funding tickets and international validation.

- EIC Accelerator
- Eurostars

Fit: medium now, high after stronger traction and KPI proof.

## Eligibility observations (initial)

- EXIST is usually strongest for science-linked startup teams; fit depends on university/research linkage.
- ZIM/KMU-innovativ generally require robust project definition and legal/fiscal readiness.
- EIC Accelerator expects strong novelty + growth potential + execution evidence.
- For a 3-person team, application load must be staged to avoid delivery freeze.

## Main risks

- Application overhead displaces product execution.
- Claims in pitch material exceed provable maturity.
- Governance/security value is communicated too abstractly.

## Discover recommendations (next 6-10 weeks)

1. Run 2 advisory calls first (Foerderberatung + KfW orientation) before selecting grant track.
2. Build one reusable evidence pack:
- product architecture one-pager
- current capability list
- roadmap by quarter
- security and compliance baseline
- team role model and ownership map
3. Submit one primary path and one fallback path:
- Primary: R&D support track (ZIM or KMU-innovativ depending on fit)
- Fallback: Forschungszulage + KfW growth financing
4. Keep EU track as stage-2 after measurable traction.

## Team operating split for funding work

- Adrian: technical story, architecture proof, roadmap commitments.
- Mischelle: business case, budget logic, financial planning, partner communication.
- Marrt: security evidence, risk matrix, governance controls, compliance mapping.

## Open questions for Apply phase

- Which legal entity and accounting setup is active today?
- Which Bundesland-specific programs can be added as co-financing?
- Which KPI baseline (users, pilots, retention, conversion) is presentation-ready now?
- Which one-sentence "problem -> value -> proof" narrative is final?

## Source links (official or program-near)

- Foerderdatenbank Beratungsangebote:
https://www.foerderdatenbank.de/FDB/DE/Service/Beratung/beratung.html
- Foerderberatung Forschung und Innovation contact page:
https://www.foerderdatenbank.de/FDB/Content/DE/Kontakt/F/foerderberatung-forschung-und-innovation.html
- ZIM program portal:
https://www.zim.de/
- ZIM FAQ FuE-Projekte:
https://www.zim.de/ZIM/Redaktion/DE/FAQ/FuE-Projekte/fue-projekte.html
- KfW StartGeld overview:
https://www.kfw.de/%C3%9Cber-die-KfW/Newsroom/Aktuelles/StartGeld.html
- EXIST Gruenderstipendium one-pager (BMWE):
https://exist.de/wp-content/uploads/2025/11/BMWE_Onepager_EXIST-Gruendungsstipendium_2025-DE_web-bf.pdf
- KMU-innovativ IKT (Bundesanzeiger publication entry):
https://www.bundesanzeiger.de/pub/de/amtlicher-teil?edition=BAnz+AT+20.12.2021&year=2021
- BSFZ/Forschungszulage process guidance:
https://www.bescheinigung-forschungszulage.de/dateien/PDF/20240506_Pruefleitfaden_BSFZ_Mai_2024.pdf
- EIC Accelerator (official program entry):
https://eic.ec.europa.eu/eic-funding-opportunities/eic-accelerator_en
- Eurostars (official program page):
https://www.eurekanetwork.org/programmes/eurostars/
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# Praesentationspaket (deutsch)

Dieser Ordner ist der kuratierte Einstieg fuer Leserinnen und Leser, die DAD-M schnell und klar verstehen sollen.

## Empfohlene Reihenfolge

1. [architecture-bios.md](architecture-bios.md)
2. [one-pager-dadm-governance-platform.md](one-pager-dadm-governance-platform.md)
3. [team-operating-model.md](team-operating-model.md)
4. [pitch-deck-outline.md](pitch-deck-outline.md)
5. [pitch-mail-template.md](pitch-mail-template.md)
6. [outreach-mail-foerderberatung-bund.md](outreach-mail-foerderberatung-bund.md)
7. [pr-description.md](pr-description.md)
8. [repo-curation-guide.md](repo-curation-guide.md)

## Ziel des Pakets

- klare Sprache statt Buzzwords
- keine doppelten Erklaerungen
- trennscharf zwischen heutigem Stand und Roadmap
- direkte Nutzbarkeit fuer Partner, Foerderstellen und Gremien

## Zugehoeriges Discover-Artefakt

- [../discovery/discover_funding_landscape_2026_de.md](../discovery/discover_funding_landscape_2026_de.md)
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# DAD-M Architektur und BIOS-Narrativ

## Ein Satz

DAD-M ist eine Governance-first Plattform, die KI-gestuetzte Projektarbeit in pruefbare, meilensteinbasierte Umsetzung ueberfuehrt.

## Architektur in Klartext

Die Plattform hat fuenf Ebenen:

1. Methodenebene: Discover, Apply, Deploy, Monitor als klare Zustandswechsel.
2. Governance-Ebene: Regeln, Freigaben und blockierende Kontrollpunkte.
3. Runtime-Ebene: Kontextladung, Profile und Ausfuehrungskarten.
4. Artefakt-Ebene: Meilenstein-Ergebnisse, Entscheidungen und Evidenz.
5. Delivery-Ebene: Softwarebetrieb, Teamprozesse und Nutzerablaeufe.

## BIOS-Modell fuer Entscheider

Fuer Praesentationen verwenden wir BIOS als kompaktes Erklaerungsmodell:

- Business: messbarer Nutzen fuer Teams, Kunden und Partner.
- Integrity: Nachvollziehbarkeit, Reproduzierbarkeit, Verantwortlichkeit.
- Operations: wiederholbare Umsetzung mit klaren Uebergaben.
- Security: Risikogrenzen, Freigabelogik, kontrolliertes Aenderungsverhalten.

## BIOS-Mapping auf DAD-M

| BIOS-Bereich | DAD-M-Mechanismen | Evidenzbeispiele |
| --- | --- | --- |
| Business | Meilensteinplanung, Scope-Kontrolle, Akzeptanzkriterien | freigegebene Plaene, Abnahmeprotokolle |
| Integrity | Artefakt-Retention, Entscheidungsprotokolle, Kontrollpunkte | Discover/Apply/Deploy/Monitor-Artefakte |
| Operations | Bootstrap-Protokoll, Module, Runtime-Profile | Bootstrap-Nachweise, Profilzuweisungen |
| Security | Guardrails, Severity-Logik, Eskalation und Rework | Policy-Dateien, Severity-Records |

## Aktueller Plattformstand (extern kommunizierbar)

- Oeffentliches Framework-Repository mit nutzbarer Methodenbasis.
- Governance- und Runtime-Artefakte sind verlinkt und einsetzbar.
- Funktionsfaehige Softwareplattform fuer reale Demo-Workflows vorhanden.
- Naechste Phase: Skalierung auf Multi-Tenant-Betrieb und Asset-Lifecycle-Governance.

## Was wir in Praesentationen vermeiden

- Keine unbelegten Zertifizierungs- oder Compliance-Aussagen.
- Kein "KI macht alles", sondern kontrollierte Zusammenarbeit.
- Keine Vermischung von heutigem Stand und Zukunfts-Roadmap.
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# One-Pager: DAD-M Governance-Plattform

## Kurzstatement

DAD-M ist eine Governance-first Softwareplattform fuer KI-gestuetzte Projektumsetzung. Sie ueberfuehrt ad-hoc KI-Arbeit in pruefbare Meilenstein-Umsetzung mit klaren Entscheidungsstellen.

## Problem

Teams mit KI-Einsatz in Projekten haben oft dieselben Ausfaelle:

- Analyse, Design, Umsetzung und Validierung werden vermischt
- Entscheidungen sind im Nachgang schwer nachvollziehbar
- Umfangsdrift erzeugt Liefer- und Sicherheitsrisiken
- Ergebnisse sind unter Review schlecht reproduzierbar

## Loesung

DAD-M erzwingt ein Vier-Phasen-Betriebsmodell:

1. Discover (Fakten)
2. Apply (Design)
3. Deploy (Umsetzung)
4. Monitor (Validierung)

Dieses Modell wird durch Governance-Kontrollen, Runtime-Profile und Artefakt-Retention getragen.

## Warum jetzt

- KI-Adoption steigt schneller als Governance-Reife.
- Auftraggeber und Foerderstellen fordern mehr Nachvollziehbarkeit.
- Security- und Compliance-Anforderungen steigen im Multi-Tenant-Betrieb.

## Aktueller Stand

- Oeffentliches Methoden-Repository mit Framework- und Governance-Kern.
- Runtime- und Profilkonzept dokumentiert und einsetzbar.
- Funktionsfaehige Softwareplattform fuer reale Demoablaeufe vorhanden.
- Skalierungsroadmap fuer Multi-Tenant-Governance und Asset-Lifecycle aktiv.

## BIOS-Wertmodell

- Business: kuerzerer Weg von Idee zu reviewfaehigem Ergebnis.
- Integrity: nachweisbare Entscheidungen und reproduzierbare Artefakte.
- Operations: strukturierte Uebergaben und Meilensteinsteuerung.
- Security: explizite Guardrails, Severity-Logik und Eskalationspfade.

## Team

- Adrian Groszewski: Produktarchitektur und Projektsteuerung
- Mischelle: kaufmaennische Steuerung und Finanzierungskommunikation
- Marrt: Security-Governance und Risikokontrollen

## Anfrage

Wir suchen Programmpassungs-Beratung und passende Wachstumsfinanzierung fuer die naechste Plattformphase:

- primaer: F&E-Foerderpfad fuer technische Skalierungsarbeitspakete
- sekundaer: steuerliche und finanzielle Instrumente fuer Umsetzungsstabilitaet

## Kontakt

- Ansprechpartner: Adrian Groszewski
- Repository: https://github.com/AdrianGros/dadm-framework
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# Outreach-Mail (zugeschnitten): Foerderberatung "Forschung und Innovation" des Bundes

## Zielkontakt

- Institution: Foerderberatung "Forschung und Innovation" des Bundes
- E-Mail: beratung@foerderinfo.bund.de
- Hotline: 0800 26 23 008
- Lotsendienst Unternehmen: 0800 26 23 009

Quelle:
https://www.foerderdatenbank.de/FDB/DE/Service/Beratung/beratung.html

## Betreff

Anfrage Foerderfit-Check: DAD-M Governance-Plattform (3er-Team, funktionsfaehige Software)

## Mailtext

Sehr geehrtes Team der Foerderberatung "Forschung und Innovation" des Bundes,

wir sind ein 3-koepfiges Team und entwickeln mit DAD-M eine funktionsfaehige Governance-Plattform fuer KI-assistierte Projektarbeit. Unser Schwerpunkt liegt auf nachvollziehbarer Umsetzung mit klaren Meilensteinen, Entscheidungsprotokollen und Security-Guardrails.

Team:
- Adrian Groszewski (Fachinformatiker, Projektmanager)
- Mischelle (Kauffrau)
- Marrt (Sicherheitsbeauftragter)

Wir moechten vor einer Antragstellung einen Foerderfit-Check durchfuehren und die passende Linie fuer unseren naechsten Skalierungsschritt identifizieren (Multi-Tenant-Betrieb, Asset-Lifecycle, Governance-Automation).

Wenn sinnvoll, senden wir Ihnen vorab:
1. One-Pager (Problem, Loesung, Reifegrad)
2. Architektur- und Sicherheitsuebersicht
3. Roadmap mit Arbeitspaketen

Koennen wir dafuer einen kurzen Beratungstermin (20-30 Minuten) vereinbaren?

Vielen Dank und freundliche Gruesse
Adrian Groszewski
fuer das DAD-M Team
[Mail] | [Telefon]
https://github.com/AdrianGros/dadm-framework
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