Module 5: The Agent Team

Delegate a solution from user stories to an architect design brief across the six-agent team, calibrating escalation.

Time: 1 day Coding required: None — this module is about delegation, not writing code. Prerequisite: Module 4 — a solution that survived its test. You’ll run it from idea into delivery-ready artifacts. You will produce: One solution carried from user story → architect design brief, with a map of every point where the agent stopped and required your judgment.


Why this module

This is where Module 0’s promise gets concrete: agents produce the artifacts; you hold the judgment. The playbook ships six specialized agents, each with a defined role, its own tools, and explicit rules about what it decides alone versus what it surfaces to you first. Learning the team isn’t about memorizing six job descriptions — it’s about calibrating delegation and escalation: what to hand off, what to review, and what only you can decide.

For a non-technical PM this is the most liberating module in the course. You don’t need to design a schema or write code — you need to know which agent to point at a problem, what to tell it, and where to step in. The agents are tools; the sequencing and the decisions are the job.


Learning objectives

By the end of this module you will be able to:

  • Name the six agents, what each does, and what each decides autonomously vs. escalates.
  • Route a piece of work to the right agent (and recognize when you’re using the wrong one).
  • Write a delegation prompt with enough context that the agent doesn’t have to guess.
  • Identify the escalation points — the moments an agent hands a decision back to you — and make those calls.
  • Run a solution from PM → Architect without writing any code yourself.

Concept reading

The six agents (and the handoff between them)

AgentDoesDecides autonomouslyEscalates to you
pmDiscovery, OST, signal synthesis, user stories, experiment briefsSynthesis reports, OST updates, first-draft stories/briefsPrioritization calls, major OST branch decisions
architectSystem design, ADRs, schema review, tech evaluationADRs, design docs, diagrams, schema memosNew tech the team hasn’t used; breaking changes to an interface
engineerImplements features, fixes bugs, refactors, debugsImplementation against a clear specAmbiguous specs; scope it can’t fulfill as written
qaTest strategy, test writing, edge-case huntingTest plans and tests within the specGaps that suggest the spec itself is wrong
reviewerCorrectness, security, performance audits (read-only)A structured review with blocking vs. advisory issues— (it reports; you and the engineer act)
release-managerTriage/merge open PRs, then shipMerge ordering, CI gating, per-PR rollback callsRisky merges; release go/no-go

The default flow: PM frames the work → Architect designs it → Engineer builds it → QA and Reviewer check it in parallel → release-manager ships it. You are the team lead routing between them — not a link in the chain.

Delegation and escalation calibration

Three buckets, and getting them right is the skill:

  • Hand off: well-specified production work — “write user stories for X,” “design the data model for Y,” “audit the changes in Z.” The agent does it and returns an artifact.
  • Review: anything the agent produced that encodes a judgment you own — a prioritization, an OST branch decision, a tech direction. You read it critically; you don’t rubber-stamp it.
  • Only you decide: which opportunity matters, whether the evidence is strong enough, what the riskiest assumption is, when to kill an idea, whether to ship. No agent owns these — they’re the judgment from Module 0.

A good delegation prompt gives the agent the context it would otherwise ask for: the constraint, what’s already ruled out, what the desired outcome is. Watch what each agent asks before acting — that’s the doc telling you what context to bring.

Go deeper: How to Use the Agents (the full per-agent guide: when to spawn, example invocations, what each asks first), the agent definitions in agents/, and Escalation Calibration.


Hands-on exercise

🎯 Doing this on your own product? Swap in your validated solution from Module 4. The routing and escalation lessons are product- and domain-agnostic. If your product is non-technical or you have no in-house engineering team, do all five steps — Steps 1–2 (pm → architect) are the highest-value arc, and Steps 3–5 (escalation map, reflection) apply equally: your escalation points are just handed off to a contractor instead of a salaried engineer. The “only-you-decide” bucket is the same regardless of who builds.

Setup: Take the solution that survived its Module 4 test. For ShiftLoop, say the concierge test passed and the winning solution is org-level roster push (the owner loads all locations’ staff so managers never re-key).

Steps:

  1. PM agent — write the stories. Spawn it: “Write user stories and acceptance criteria for org-level roster push in ShiftLoop. Desired outcome: lift first-schedule activation from 38% to 60%. Constraint: a manager must reach a publishable roster with zero manual data entry.” Note what it asks before acting (existing OST? which outcome? discovery phase?).
  2. Read like a PM, not a stenographer. Review the stories. Did it slip in a prioritization or scope call that’s yours? Flag it. This is the “review” bucket in action.
  3. Architect agent — design brief. Spawn it: “Design how org-level roster push works. Hard constraints: [name yours]. Lay out the options as an ADR; we haven’t decided the approach.” Note what it asks (hard constraints? what’s ruled out?) and watch for its escalation trigger (new tech / breaking change).
  4. Map the escalation points. Write down every moment an agent surfaced a decision back to you across Steps 1–3. For each, classify it: hand off / review / only-you-decide.
  5. Reflect on the judgment. In one or two sentences: across this whole flow, what did only you contribute that no agent could? (Callback to Module 0 — that’s your actual job.)

Deliverable: the user stories + the architect’s design brief/ADR, plus your escalation map — the list of decision points, each classified into one of the three buckets.


Success criteria

  • You routed each task to the correct agent and can say why the others were wrong for it.
  • Your delegation prompts included the context each agent asks for (constraint, outcome, what’s ruled out) — it didn’t have to guess.
  • You produced both artifacts (stories + design brief) without writing implementation code.
  • Your escalation map names the real decision points and classifies each as hand off / review / only-you-decide.
  • You can state, in one sentence, the judgment only you provided.

Common failure modes

SymptomWhat’s going wrongFix
Wrong agent for the job (asking engineer to make a prioritization call)Role confusionMatch the task to the role table. Decisions about what/why are PM/you; how is architect/engineer.
Rubber-stamping the agent’s outputTreating “review” work as “hand off” workIf the artifact encodes a judgment you own (priority, branch, tech direction), read it critically and change it when needed.
The agent keeps asking for contextThin delegation promptFront-load the constraint, the outcome, and what’s already ruled out. The “what it asks before acting” column tells you what to include.
You started designing the schema yourselfDoing the agent’s job, abandoning yoursHand the design to the architect. Your job is the constraints and the decision, not the diagram.
No escalation points noticedNot reading for where judgment is requiredIf an agent never surfaced a decision, you probably over-specified or under-reviewed. Re-read its output for embedded calls.

Next

You’ve run one full idea-to-design pass with the team. The last piece is turning all of this from a course you took into a habit you keep.

Module 6: Cadences & Health