diff --git a/AGENTS.md b/AGENTS.md
index b2eba420..39be2c98 100644
--- a/AGENTS.md
+++ b/AGENTS.md
@@ -190,7 +190,7 @@ UniDesk 是一个以主 server 为统一入口的分布式工作平台；本文
 
 - `docs/reference/arch.md`：UniDesk 分布式工作平台的长期架构约束。
 - `docs/reference/repo-tree.md`：仓库结构目标与组件边界。
-- `docs/reference/strategy-governance.md`：UniDesk 外部收益约束、短长期收益划分和需求审视准则；战略分析记录见 GitHub issue #7。
+- `docs/reference/strategy-governance.md`：UniDesk 外部收益约束、短长期收益划分、需求压缩和 reference/plan 拆分准则；战略分析记录见 GitHub issue #7。
 - `docs/reference/staff-reference.md`：幕僚长期参考、决策过程和用户偏好摘要；与 `strategy-governance`、`code-queue-supervision` 配套。
 - `docs/reference/secretary-reference.md`：秘书日程管理、时间盒、短期待办捕获和 Todo Note / Decision Center 分流规则。
 - `docs/reference/code-queue-supervision.md`：Code Queue 居中调度、并发队列拆分、运行中监控、基础设施缺陷分流和验收收口规则。
diff --git a/docs/reference/strategy-governance.md b/docs/reference/strategy-governance.md
index 58377ce2..e61f0669 100644
--- a/docs/reference/strategy-governance.md
+++ b/docs/reference/strategy-governance.md
@@ -39,6 +39,61 @@ Before accepting a requirement, answer these questions:
 
 If the answers are weak, the requirement should be dropped, narrowed, or rewritten.
 
+## Minimal Requirement Shaping
+
+Before writing a long-term reference, implementation plan, issue, prompt, or task
+breakdown for a broad requirement, first compress the requirement to the smallest
+domain model that satisfies the current external need.
+
+Use an explicit simplification pass:
+
+1. List the rich or default architecture that first comes to mind.
+2. Remove roles, groups, projects, capabilities, services, middleware, gates, and
+   audit surfaces that are not needed for the first useful workflow.
+3. Produce a before/after table showing what was removed or merged.
+4. Ask whether the remaining model can be implemented with an existing service,
+   database, and control path before introducing a new microservice or middleware.
+5. Record postponed components as trigger-based follow-ups, not as phase-one
+   dependencies.
+
+For example, a multi-user hardware-lab requirement should first check whether
+`admin/user`, session ownership, and a single grant table are enough before
+adding group/project RBAC, capability matrices, OpenFGA, Keycloak, service mesh,
+or Kubernetes tenant abstractions. A middleware is justified only when a concrete
+trigger appears, such as external identity integration, inherited permissions,
+tenant self-service namespaces, or admission-policy enforcement that cannot be
+handled by the existing service boundary.
+
+## Reference And Plan Split
+
+When the simplified requirement needs documentation, split the output:
+
+- `docs/reference/*.md` owns stable design goals, authority boundaries, table or
+  API contracts, request paths, service ownership, and acceptance criteria.
+- `docs/plan/*.md`, GitHub issues, or project-specific planning docs own current
+  state, source observations, implementation order, migration steps, incompatible
+  changes, and open work.
+
+The reference must not become a process log. It should explain the target shape
+as if a future implementer has not seen the chat. The plan should explain how the
+current source differs from that target and what must change.
+
+For product or platform designs that touch multiple services, the plan should
+name each affected service and classify the change:
+
+- data/schema change;
+- API or request-chain change;
+- frontend behavior change;
+- worker/runtime behavior change;
+- deployment or namespace/data-plane change;
+- incompatible behavior that deliberately removes an old route, default, or
+  fallback.
+
+Do not preserve legacy compatibility just because it existed before. If the user
+has accepted a simplified target, old assertions, public routes, feature flags,
+fallbacks, or dual paths that conflict with the target should be removed in the
+same plan, with the user-facing breakage and migration handling stated clearly.
+
 ## Short-Term Work
 
 Short-term work is the work that improves the current usable system quickly.