diff --git a/docs/agents/releases.md b/docs/agents/releases.md
index e9a7243..1c1d99d 100644
--- a/docs/agents/releases.md
+++ b/docs/agents/releases.md
@@ -14,11 +14,48 @@ In particular, verify and update any `?ref=` or similar version selectors in:
 - `/charts` (chart values, templates, or helper files that reference this repo)
 - Any `README.md` or other documentation files in this repo
 
+**Helm chart version management:**
+
+When bumping to a new release tag, also update the Helm chart metadata and values:
+
+1. **Chart version** in `/charts/rhoso-apps/Chart.yaml`:
+   - Update the `version` field to match the new tag (e.g., `vX.Y.Z` → `version: X.Y.Z` without the `v` prefix)
+
+2. **Application targetRevisions** in `/charts/rhoso-apps/values.yaml`:
+   - Update all `targetRevision` fields under `applications.*` to the new tag (e.g., `targetRevision: vX.Y.Z`)
+   - These are NOT `?ref=` patterns but still need updating to match the release
+
+3. **Test expectations** in `/charts/rhoso-apps/tests/application_test.yaml`:
+   - Update any assertions that check `spec.source.targetRevision` values
+   - Search for the old version string and replace with the new one to prevent test failures
+
 Rules for agents:
 
 - Do not leave `?ref=` values pointing to older tags or branches once a new release tag is intended to be the default example.
 - Prefer pinned, explicit tags over branch names like `main`, `master`, or feature branches in all references to this repository.
 - When introducing new examples or references that point to this repository, always use the **current** released tag, not a branch name.
 - When checking `?ref=`, treat URLs that contain `openstack-k8s-operators/gitops` as references to this repository.
+- **For Helm chart releases**: Update Chart.yaml version, all values.yaml targetRevision fields, AND test assertions in the same commit batch.
+- **Validation**: After bumping versions, verify that tests still pass by checking what CI runs (see [ci-and-validation.md](ci-and-validation.md)).
 
 If the repository maintainers follow a specific naming scheme for tags (for example, `vMAJOR.MINOR.PATCH`), preserve that scheme and do not invent new formats.
+
+**Complete checklist for version bumps:**
+
+1. Search and replace `?ref=vOLD` → `?ref=vNEW` in:
+   - `applications/*.yaml` (component references)
+   - `example/*/kustomization.yaml` (component references)
+   - `example/*/README.md` (documentation examples)
+   - `components/*/README.md` (usage examples)
+   - `charts/*/README.md` (documentation examples)
+
+2. Update Helm chart files:
+   - `charts/rhoso-apps/Chart.yaml`: `version` field
+   - `charts/rhoso-apps/values.yaml`: all `targetRevision` fields
+   - `charts/rhoso-apps/tests/application_test.yaml`: assertion values
+
+3. Verify no references were missed:
+   ```bash
+   # Should return no results if all same-repo refs are updated
+   grep -r "ref=vOLD" --include="*.yaml" --include="*.yml" --include="*.md" . | grep "openstack-k8s-operators/gitops"
+   ```