Push-Out

Purpose: Move recurring operational burden outward from fragile human execution into durable system capability.

Improvement Trio

• defect-shift-left: move defect detection earlier.
• push-out: move recurring operational work outward.
• bring-down: move bespoke code down into reusable capability.

Core Directives

1. Push work, not responsibility. The owner remains accountable; the execution path moves into a more durable layer.
2. Evidence before rank. Assign no push-out rank without observed proof.
3. Delete before pushing. Remove unnecessary work before documenting, standardizing, automating, or platforming it.
4. Standardize before automating. Automation over ad hoc practice industrializes confusion.
5. Self-service needs guardrails. A platform without the guardrail set — policy, validation, permissions, audit, observability, and rollback — exports toil to users.
6. Feedback closes the loop. Dashboards and metrics are not improvement until they trigger action.
7. Executable sources beat prose duplicates. When code, config, tests, schemas, CI, policy-as-code, or architecture-as-code already define the operational truth, keep prose only for intent, ownership, rationale, external constraints, trade-offs, rollback notes, and links to that source.

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1. Push-Out Ladder

The ladder names where recurring operational work currently lives.

Rank	Location	Work lives in	Evidence
0	Individual memory	Heroics, tribal knowledge, manual clicks	"Ask Alice", no runbook, no repeatable input/output
1	Team procedure	Runbook, checklist, documented handoff	Another team member can repeat it manually
2	Repo standard	Template, script, CI job, policy, config convention	The repo enforces or strongly guides the path
3	Shared platform	Golden path, reusable workflow, managed internal primitive	Multiple repos/teams consume the same capability
4	Self-service control	Guardrailed workflow developers can run without ops handoff	Users trigger it safely; the guardrail set exists (Directive 5)
5	Adaptive system	Metrics and feedback change the system	Thresholds, reviews, or automation drive continuous improvement

push-out distance = target rank - current rank

Higher is not always better. Choose the target by frequency, risk, toil cost, blast radius, and number of dependent teams.

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2. Target-Rank Heuristics

Condition	Minimum target
Rare, low-risk internal task	Rank 1
Repeated task inside one repo/team	Rank 2
Repeated task across repos/teams	Rank 3
Frequent developer-facing request or ticket queue	Rank 4
High-volume, high-risk, regulated, or incident-prone path	Rank 5

Do not push work to Rank 4 or 5 unless the lower-rank foundations exist or are created in the same change.

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3. Push-Out Protocol

1. Define scope. Name the product, repo, platform, teams, environments, and time window.
2. Inventory recurring work. Find manual steps, tickets, approvals, incident repeats, deploy chores, dashboard checks, and hand-maintained config.
3. Question necessity. Delete work that no longer serves a real purpose.
4. Locate current rank. Assign rank 0-5 with evidence.
5. Choose target rank. Justify by frequency, risk, blast radius, compliance, toil cost, and dependency count.
6. Compute distance. Target rank - current rank.
7. Choose the next move. Emit one action that advances exactly one rank.
8. Gate and retire. Prove the new path works, then remove same-scope manual duplicates.

Prioritize by:

priority = push-out distance x frequency x risk x blast radius x toil cost

If many candidates compete, apply system-optimization to find the constraint before improving adjacent work.

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4. Move Patterns

Move	Use when	Action
0 to 1	Knowledge is tribal	Write owner, inputs, outputs, runbook, rollback
1 to 2	A runbook repeats	Convert to script, template, CI job, config schema, or policy
2 to 3	Many repos copy the same practice	Extract shared workflow, platform primitive, or golden path
3 to 4	Platform team is still a ticket queue	Add self-service UI/API/CLI with the full guardrail set (Directive 5)
4 to 5	Self-service exists but does not improve	Add SLOs, trend review, alert thresholds, incident learning, and removal loop

Documentation pruning pattern: when prose documentation repeats behavior, rules, setup, policy, or architecture that is already enforced or derivable from code, config, tests, schemas, generated output, CI, policy-as-code, or architecture-as-code, do not create a second source of truth. Verify the executable source covers the same scope, then replace the prose duplicate with the smallest useful note: why it exists, who owns it, where the executable source lives, and which external constraint or trade-off is not visible from the code.

When the move concerns deployment safety, apply ci-cd-reliability-architecture. When the move concerns check placement, apply defect-shift-left. When the move concerns duplicated custom implementation, apply bring-down.

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5. Anti-Patterns

Anti-pattern	Correction
Automating an undocumented process	Document and standardize first
Platform team as ticket queue	Push to guardrailed self-service
Self-service without policy or rollback	Add the full guardrail set (Directive 5)
Dashboard called improvement	Define threshold, review cadence, and action
Tool adoption treated as maturity	Score the operational outcome, not the product installed
Golden path with no adoption signal	Measure usage, escape hatches, and support load
Manual approval called governance	Replace with policy-as-code where technically possible
Keeping manual duplicate forever	Retire same-scope duplicate after proof
Prose repeats an executable source of truth	Keep intent/rationale/ownership/link; delete the repeated mechanics

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6. Output Contract

Emit results in this shape:

Scope:          <product/repo/platform/team/environment/time window>
Mode:           Assessment | Improvement | Roadmap
Decision:       Keep manual | Delete | Document (→1) | Standardize (→2) | Platformize (→3) | Self-service (→4) | Adaptive (→5)
Summary:        <2-4 sentences: main toil source, best next push, key risk>
Verification:   <metrics, logs, workflow search, runbook check, or Not run + reason>

Work map:
| Work item | Current rank | Target rank | Distance | Evidence | Decision | Confidence | Next action |
| --------- | ------------ | ----------- | -------- | -------- | -------- | ---------- | ----------- |

Priorities:
| Rank | Work item | Why now | Push-out move | Validation | Duplicate to retire |
| ---- | --------- | ------- | ------------- | ---------- | ------------------- |

Gaps:
<Missing evidence, unknown ownership, absent metrics, excluded work, or risks>

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7. See Also

• defect-shift-left - move defect detection earlier.
• bring-down - move bespoke code down into reusable capability.
• system-optimization - bottleneck and waste analysis before improvement.
• ci-cd-reliability-architecture - pipeline safety and deployment reliability patterns.
• continuous-improvement - promotion of recurring findings into skills, checks, or templates.