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The workflow guideManagement

Build a shared product vocabulary

Identify business terms that teams use differently and agree precise meanings. Keep short definitions separate from records of consequential design decisions.

5 implementation stepsSimple

How this works

Identify business terms that teams use differently and agree precise meanings. Keep short definitions separate from records of consequential design decisions. Use this when teams use the same word for different product concepts and the ambiguity causes incorrect requirements or reports. The output should be a small operational glossary supported by examples, not an encyclopedic dictionary.

Compare real business usage with documentation, data fields and code behavior. Propose canonical definitions, test them against concrete examples and obtain the relevant owners' decisions. Keep terminology definitions separate from consequential design tradeoffs and acceptance criteria.

Before you start

Existing glossary

Collect current definitions and known disputed terms.

Usage examples

Select relevant specifications, reports and implementation references.

Term owners

Identify business and engineering reviewers for the concepts involved.

Prepare the inputs

terms
Required

candidate words and contexts

Limit the review to terms that affect the current work.

business_examples
Required

concrete entities or events

Use anonymous examples with clear inclusion and exclusion cases.

technical_references
Required

fields, APIs or code locations

Do not assume a variable name establishes business meaning.

existing_decisions
Required

approved definitions and tradeoffs

Preserve version and owner.

Implementation, step by step

  1. Collect conflicting usage

    • Find where each term appears and summarize its meaning in context.
    • Separate synonyms from genuinely different concepts.

    Checkpoint: A usage matrix makes ambiguity visible.

  2. Test concrete examples

    • Ask whether each definition includes or excludes representative cases.
    • Use counterexamples to expose hidden assumptions.

    Checkpoint: The differences are expressed in observable terms.

  3. Propose canonical language

    • Draft a concise definition, aliases and boundaries for each concept.
    • Avoid changing system behavior merely to make wording consistent.

    Checkpoint: A proposed glossary is ready for owner review.

  4. Record design implications

    • Identify requirements or data interpretations affected by a chosen definition.
    • Write consequential tradeoffs in a separate decision record.

    Checkpoint: Terminology and design decisions remain distinct.

  5. Publish the reviewed update

    • Apply owner-confirmed definitions to the requested glossary location.
    • List affected documents needing later updates and retain prior versions.

    Checkpoint: The team has an accountable vocabulary.

Decisions along the way

One word describes two valid concepts

Create distinct terms rather than force a misleading single definition.

Code behavior conflicts with business intent

Record the discrepancy as a separate product decision.

Owners cannot agree

Mark the term unresolved and avoid using it unqualified in new specifications.

What you will produce

product-glossary.md

Markdown

A concise reviewed vocabulary.

Include: term · definition · aliases · examples · exclusions · owner

terminology-decisions.csv

CSV

A separate record of consequential choices.

Include: term · conflict · decision · affected_artifacts · status

Check the result

  • Test definitions against positive and negative examples.
  • Verify business and technical owners reviewed affected concepts.
  • Check aliases do not collapse distinct states.
  • Ensure glossary text does not replace feature acceptance criteria.

When something goes wrong

Usage sample is too narrow

Collect examples from the affected teams before finalizing.

Definition becomes circular

Rewrite it in terms of observable entities or events.

Later implementation changes meaning

Flag the definition for review rather than silently update history.

A worked example

SYNTHETIC EXAMPLE · NOT A REPORTED BUSINESS RESULT

Request

Synthetic: resolve the word 'active customer.'

Inputs

Sales uses it for any signed account; reporting uses it for an account with a paid invoice in the last 90 days.

Expected result

Synthetic result: define signed_account and recently_paying_account separately, record the 90-day rule, and list reports needing clarification. Do not choose one definition solely because it appears in code.

Run a small pilot

Start small

Resolve five disputed terms within one product area.

Record the baseline

Record clarification cycles and inconsistent report interpretations.

Agree success criteria

Agree definition usefulness and example coverage before expanding the glossary.

Stop or revise

Stop applying a definition when its owners or business consequences are unresolved.

Keep the scope clear

  • Terminology work does not authorize data migrations or product behavior changes.
  • A glossary supports specifications but cannot substitute for tested requirements.

Check before using

Business owners approve meanings. A glossary complements specifications and must not replace acceptance criteria.

Business activities

  • Maintain shared company knowledge
  • Plan products and business changes

Editorially adapted workflow; not independently tested.

FROM A RECIPE TO YOUR WORKFLOW

Bring the company context together.

This workflow needs reliable inputs before it needs a better prompt. Moat8 Vault brings working information into a readable archive for the AI tools you use.

For this recipe: Product discussions and existing terminology · Examples, edge cases, and current behavior

Start with one recurring task, agree which sources to use, and review the first result with your team.

Discuss this workflow

What does your team do?

Choose the recurring work you would like to improve.

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