docs: update all documentation and add AI tooling configs

- Rewrite README.md with current architecture, features and stack
- Update docs/API.md with all current endpoints (corporate, BI, client 360)
- Update docs/ARCHITECTURE.md with cache, modular queries, services, ETL
- Update docs/GUIA-USUARIO.md for all roles (admin, corporate, agente)
- Add docs/INDEX.md documentation index
- Add PROJETO.md comprehensive project reference
- Add BI-CCC-Implementation-Guide.md
- Include AI agent configs (.claude, .agents, .gemini, _bmad)
- Add netbird VPN configuration
- Add status report

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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2026-03-19 13:29:03 -04:00
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---
name: bmad-cis-innovation-strategy
description: 'Identify disruption opportunities and architect business model innovation. Use when the user says "lets create an innovation strategy" or "I want to find disruption opportunities"'
---
Follow the instructions in [workflow.md](workflow.md).

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type: skill

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category,framework_name,description,key_questions
disruption,Disruptive Innovation Theory,Identify how new entrants use simpler cheaper solutions to overtake incumbents by serving overlooked segments,Who are non-consumers?|What's good enough for them?|What incumbent weakness exists?|How could simple beat sophisticated?|What market entry point exists?
disruption,Jobs to be Done,Uncover customer jobs and the solutions they hire to make progress - reveals unmet needs competitors miss,What job are customers hiring this for?|What progress do they seek?|What alternatives do they use?|What frustrations exist?|What would fire this solution?
disruption,Blue Ocean Strategy,Create uncontested market space by making competition irrelevant through value innovation,What factors can we eliminate?|What should we reduce?|What can we raise?|What should we create?|Where is the blue ocean?
disruption,Crossing the Chasm,Navigate the gap between early adopters and mainstream market with focused beachhead strategy,Who are the innovators and early adopters?|What's our beachhead market?|What's the compelling reason to buy?|What's our whole product?|How do we cross to mainstream?
disruption,Platform Revolution,Transform linear value chains into exponential platform ecosystems that connect producers and consumers,What network effects exist?|Who are the producers?|Who are the consumers?|What transaction do we enable?|How do we achieve critical mass?
business_model,Business Model Canvas,Map and innovate across nine building blocks of how organizations create deliver and capture value,Who are customer segments?|What value propositions?|What channels and relationships?|What revenue streams?|What key resources activities partnerships?|What cost structure?
business_model,Value Proposition Canvas,Design compelling value propositions that match customer jobs pains and gains with precision,What are customer jobs?|What pains do they experience?|What gains do they desire?|How do we relieve pains?|How do we create gains?|What products and services?
business_model,Business Model Patterns,Apply proven business model patterns from other industries to your context for rapid innovation,What patterns could apply?|Subscription? Freemium? Marketplace? Razor blade? Bait and hook?|How would this change our model?
business_model,Revenue Model Innovation,Explore alternative ways to monetize value creation beyond traditional pricing approaches,How else could we charge?|Usage based? Performance based? Subscription?|What would customers pay for differently?|What new revenue streams exist?
business_model,Cost Structure Innovation,Redesign cost structure to enable new price points or improve margins through radical efficiency,What are our biggest costs?|What could we eliminate or automate?|What could we outsource or share?|How could we flip fixed to variable costs?
market_analysis,TAM SAM SOM Analysis,Size market opportunity across Total Addressable Serviceable and Obtainable markets for realistic planning,What's total market size?|What can we realistically serve?|What can we obtain near-term?|What assumptions underlie these?|How fast is it growing?
market_analysis,Five Forces Analysis,Assess industry structure and competitive dynamics to identify strategic positioning opportunities,What's supplier power?|What's buyer power?|What's competitive rivalry?|What's threat of substitutes?|What's threat of new entrants?|Where's opportunity?
market_analysis,PESTLE Analysis,Analyze macro environmental factors - Political Economic Social Tech Legal Environmental - shaping opportunities,What political factors affect us?|Economic trends?|Social shifts?|Technology changes?|Legal requirements?|Environmental factors?|What opportunities or threats?
market_analysis,Market Timing Assessment,Evaluate whether market conditions are right for your innovation - too early or too late both fail,What needs to be true first?|What's changing now?|Are customers ready?|Is technology mature enough?|What's the window of opportunity?
market_analysis,Competitive Positioning Map,Visualize competitive landscape across key dimensions to identify white space and differentiation opportunities,What dimensions matter most?|Where are competitors positioned?|Where's the white space?|What's our unique position?|What's defensible?
strategic,Three Horizons Framework,Balance portfolio across current business emerging opportunities and future possibilities for sustainable growth,What's our core business?|What emerging opportunities?|What future possibilities?|How do we invest across horizons?|What transitions are needed?
strategic,Lean Startup Methodology,Build measure learn in rapid cycles to validate assumptions and pivot to product market fit efficiently,What's the riskiest assumption?|What's minimum viable product?|What will we measure?|What did we learn?|Build or pivot?
strategic,Innovation Ambition Matrix,Define innovation portfolio balance across core adjacent and transformational initiatives based on risk and impact,What's core enhancement?|What's adjacent expansion?|What's transformational breakthrough?|What's our portfolio balance?|What's the right mix?
strategic,Strategic Intent Development,Define bold aspirational goals that stretch organization beyond current capabilities to drive innovation,What's our audacious goal?|What would change our industry?|What seems impossible but valuable?|What's our moon shot?|What capability must we build?
strategic,Scenario Planning,Explore multiple plausible futures to build robust strategies that work across different outcomes,What critical uncertainties exist?|What scenarios could unfold?|How would we respond?|What strategies work across scenarios?|What early signals to watch?
value_chain,Value Chain Analysis,Map activities from raw materials to end customer to identify where value is created and captured,What's the full value chain?|Where's value created?|What activities are we good at?|What could we outsource?|Where could we disintermediate?
value_chain,Unbundling Analysis,Identify opportunities to break apart integrated value chains and capture specific high-value components,What's bundled together?|What could be separated?|Where's most value?|What would customers pay for separately?|Who else could provide pieces?
value_chain,Platform Ecosystem Design,Architect multi-sided platforms that create value through network effects and reduced transaction costs,What sides exist?|What value exchange?|How do we attract each side?|What network effects?|What's our revenue model?|How do we govern?
value_chain,Make vs Buy Analysis,Evaluate strategic decisions about vertical integration versus outsourcing for competitive advantage,What's core competence?|What provides advantage?|What should we own?|What should we partner?|What's the risk of each?
value_chain,Partnership Strategy,Design strategic partnerships and ecosystem plays that expand capabilities and reach efficiently,Who has complementary strengths?|What could we achieve together?|What's the value exchange?|How do we structure this?|What's governance model?
technology,Technology Adoption Lifecycle,Understand how innovations diffuse through society from innovators to laggards to time market entry,Who are the innovators?|Who are early adopters?|What's our adoption strategy?|How do we cross chasms?|What's our current stage?
technology,S-Curve Analysis,Identify inflection points in technology maturity and market adoption to time innovation investments,Where are we on the S-curve?|What's the next curve?|When should we jump curves?|What's the tipping point?|What should we invest in now?
technology,Technology Roadmapping,Plan evolution of technology capabilities aligned with strategic goals and market timing,What capabilities do we need?|What's the sequence?|What dependencies exist?|What's the timeline?|Where do we invest first?
technology,Open Innovation Strategy,Leverage external ideas technologies and paths to market to accelerate innovation beyond internal R and D,What could we source externally?|Who has relevant innovation?|How do we collaborate?|What IP strategy?|How do we integrate external innovation?
technology,Digital Transformation Framework,Reimagine business models operations and customer experiences through digital technology enablers,What digital capabilities exist?|How could they transform our model?|What customer experience improvements?|What operational efficiencies?|What new business models?
1 category framework_name description key_questions
2 disruption Disruptive Innovation Theory Identify how new entrants use simpler cheaper solutions to overtake incumbents by serving overlooked segments Who are non-consumers?|What's good enough for them?|What incumbent weakness exists?|How could simple beat sophisticated?|What market entry point exists?
3 disruption Jobs to be Done Uncover customer jobs and the solutions they hire to make progress - reveals unmet needs competitors miss What job are customers hiring this for?|What progress do they seek?|What alternatives do they use?|What frustrations exist?|What would fire this solution?
4 disruption Blue Ocean Strategy Create uncontested market space by making competition irrelevant through value innovation What factors can we eliminate?|What should we reduce?|What can we raise?|What should we create?|Where is the blue ocean?
5 disruption Crossing the Chasm Navigate the gap between early adopters and mainstream market with focused beachhead strategy Who are the innovators and early adopters?|What's our beachhead market?|What's the compelling reason to buy?|What's our whole product?|How do we cross to mainstream?
6 disruption Platform Revolution Transform linear value chains into exponential platform ecosystems that connect producers and consumers What network effects exist?|Who are the producers?|Who are the consumers?|What transaction do we enable?|How do we achieve critical mass?
7 business_model Business Model Canvas Map and innovate across nine building blocks of how organizations create deliver and capture value Who are customer segments?|What value propositions?|What channels and relationships?|What revenue streams?|What key resources activities partnerships?|What cost structure?
8 business_model Value Proposition Canvas Design compelling value propositions that match customer jobs pains and gains with precision What are customer jobs?|What pains do they experience?|What gains do they desire?|How do we relieve pains?|How do we create gains?|What products and services?
9 business_model Business Model Patterns Apply proven business model patterns from other industries to your context for rapid innovation What patterns could apply?|Subscription? Freemium? Marketplace? Razor blade? Bait and hook?|How would this change our model?
10 business_model Revenue Model Innovation Explore alternative ways to monetize value creation beyond traditional pricing approaches How else could we charge?|Usage based? Performance based? Subscription?|What would customers pay for differently?|What new revenue streams exist?
11 business_model Cost Structure Innovation Redesign cost structure to enable new price points or improve margins through radical efficiency What are our biggest costs?|What could we eliminate or automate?|What could we outsource or share?|How could we flip fixed to variable costs?
12 market_analysis TAM SAM SOM Analysis Size market opportunity across Total Addressable Serviceable and Obtainable markets for realistic planning What's total market size?|What can we realistically serve?|What can we obtain near-term?|What assumptions underlie these?|How fast is it growing?
13 market_analysis Five Forces Analysis Assess industry structure and competitive dynamics to identify strategic positioning opportunities What's supplier power?|What's buyer power?|What's competitive rivalry?|What's threat of substitutes?|What's threat of new entrants?|Where's opportunity?
14 market_analysis PESTLE Analysis Analyze macro environmental factors - Political Economic Social Tech Legal Environmental - shaping opportunities What political factors affect us?|Economic trends?|Social shifts?|Technology changes?|Legal requirements?|Environmental factors?|What opportunities or threats?
15 market_analysis Market Timing Assessment Evaluate whether market conditions are right for your innovation - too early or too late both fail What needs to be true first?|What's changing now?|Are customers ready?|Is technology mature enough?|What's the window of opportunity?
16 market_analysis Competitive Positioning Map Visualize competitive landscape across key dimensions to identify white space and differentiation opportunities What dimensions matter most?|Where are competitors positioned?|Where's the white space?|What's our unique position?|What's defensible?
17 strategic Three Horizons Framework Balance portfolio across current business emerging opportunities and future possibilities for sustainable growth What's our core business?|What emerging opportunities?|What future possibilities?|How do we invest across horizons?|What transitions are needed?
18 strategic Lean Startup Methodology Build measure learn in rapid cycles to validate assumptions and pivot to product market fit efficiently What's the riskiest assumption?|What's minimum viable product?|What will we measure?|What did we learn?|Build or pivot?
19 strategic Innovation Ambition Matrix Define innovation portfolio balance across core adjacent and transformational initiatives based on risk and impact What's core enhancement?|What's adjacent expansion?|What's transformational breakthrough?|What's our portfolio balance?|What's the right mix?
20 strategic Strategic Intent Development Define bold aspirational goals that stretch organization beyond current capabilities to drive innovation What's our audacious goal?|What would change our industry?|What seems impossible but valuable?|What's our moon shot?|What capability must we build?
21 strategic Scenario Planning Explore multiple plausible futures to build robust strategies that work across different outcomes What critical uncertainties exist?|What scenarios could unfold?|How would we respond?|What strategies work across scenarios?|What early signals to watch?
22 value_chain Value Chain Analysis Map activities from raw materials to end customer to identify where value is created and captured What's the full value chain?|Where's value created?|What activities are we good at?|What could we outsource?|Where could we disintermediate?
23 value_chain Unbundling Analysis Identify opportunities to break apart integrated value chains and capture specific high-value components What's bundled together?|What could be separated?|Where's most value?|What would customers pay for separately?|Who else could provide pieces?
24 value_chain Platform Ecosystem Design Architect multi-sided platforms that create value through network effects and reduced transaction costs What sides exist?|What value exchange?|How do we attract each side?|What network effects?|What's our revenue model?|How do we govern?
25 value_chain Make vs Buy Analysis Evaluate strategic decisions about vertical integration versus outsourcing for competitive advantage What's core competence?|What provides advantage?|What should we own?|What should we partner?|What's the risk of each?
26 value_chain Partnership Strategy Design strategic partnerships and ecosystem plays that expand capabilities and reach efficiently Who has complementary strengths?|What could we achieve together?|What's the value exchange?|How do we structure this?|What's governance model?
27 technology Technology Adoption Lifecycle Understand how innovations diffuse through society from innovators to laggards to time market entry Who are the innovators?|Who are early adopters?|What's our adoption strategy?|How do we cross chasms?|What's our current stage?
28 technology S-Curve Analysis Identify inflection points in technology maturity and market adoption to time innovation investments Where are we on the S-curve?|What's the next curve?|When should we jump curves?|What's the tipping point?|What should we invest in now?
29 technology Technology Roadmapping Plan evolution of technology capabilities aligned with strategic goals and market timing What capabilities do we need?|What's the sequence?|What dependencies exist?|What's the timeline?|Where do we invest first?
30 technology Open Innovation Strategy Leverage external ideas technologies and paths to market to accelerate innovation beyond internal R and D What could we source externally?|Who has relevant innovation?|How do we collaborate?|What IP strategy?|How do we integrate external innovation?
31 technology Digital Transformation Framework Reimagine business models operations and customer experiences through digital technology enablers What digital capabilities exist?|How could they transform our model?|What customer experience improvements?|What operational efficiencies?|What new business models?

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# Innovation Strategy: {{company_name}}
**Date:** {{date}}
**Strategist:** {{user_name}}
**Strategic Focus:** {{strategic_focus}}
---
## 🎯 Strategic Context
### Current Situation
{{current_situation}}
### Strategic Challenge
{{strategic_challenge}}
---
## 📊 MARKET ANALYSIS
### Market Landscape
{{market_landscape}}
### Competitive Dynamics
{{competitive_dynamics}}
### Market Opportunities
{{market_opportunities}}
### Critical Insights
{{market_insights}}
---
## 💼 BUSINESS MODEL ANALYSIS
### Current Business Model
{{current_business_model}}
### Value Proposition Assessment
{{value_proposition}}
### Revenue and Cost Structure
{{revenue_cost_structure}}
### Business Model Weaknesses
{{model_weaknesses}}
---
## ⚡ DISRUPTION OPPORTUNITIES
### Disruption Vectors
{{disruption_vectors}}
### Unmet Customer Jobs
{{unmet_jobs}}
### Technology Enablers
{{technology_enablers}}
### Strategic White Space
{{strategic_whitespace}}
---
## 🚀 INNOVATION OPPORTUNITIES
### Innovation Initiatives
{{innovation_initiatives}}
### Business Model Innovation
{{business_model_innovation}}
### Value Chain Opportunities
{{value_chain_opportunities}}
### Partnership and Ecosystem Plays
{{partnership_opportunities}}
---
## 🎲 STRATEGIC OPTIONS
### Option A: {{option_a_name}}
{{option_a_description}}
**Pros:** {{option_a_pros}}
**Cons:** {{option_a_cons}}
### Option B: {{option_b_name}}
{{option_b_description}}
**Pros:** {{option_b_pros}}
**Cons:** {{option_b_cons}}
### Option C: {{option_c_name}}
{{option_c_description}}
**Pros:** {{option_c_pros}}
**Cons:** {{option_c_cons}}
---
## 🏆 RECOMMENDED STRATEGY
### Strategic Direction
{{recommended_strategy}}
### Key Hypotheses to Validate
{{key_hypotheses}}
### Critical Success Factors
{{success_factors}}
---
## 📋 EXECUTION ROADMAP
### Phase 1: Immediate Impact
{{phase_1}}
### Phase 2: Foundation Building
{{phase_2}}
### Phase 3: Scale & Optimization
{{phase_3}}
---
## 📈 SUCCESS METRICS
### Leading Indicators
{{leading_indicators}}
### Lagging Indicators
{{lagging_indicators}}
### Decision Gates
{{decision_gates}}
---
## ⚠️ RISKS AND MITIGATION
### Key Risks
{{key_risks}}
### Mitigation Strategies
{{risk_mitigation}}
---
_Generated using BMAD Creative Intelligence Suite - Innovation Strategy Workflow_

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---
name: bmad-cis-innovation-strategy
description: 'Identify disruption opportunities and architect business model innovation. Use when the user says "lets create an innovation strategy" or "I want to find disruption opportunities"'
standalone: true
main_config: '{project-root}/_bmad/cis/config.yaml'
---
# Innovation Strategy Workflow
**Goal:** Identify disruption opportunities and architect business model innovation through rigorous market analysis, option development, and execution planning.
**Your Role:** You are a strategic innovation advisor. Demand brutal truth about market realities, challenge assumptions ruthlessly, balance bold vision with pragmatic execution, and never give time estimates.
---
## INITIALIZATION
### Configuration Loading
Load config from `{main_config}` and resolve:
- `output_folder`
- `user_name`
- `communication_language`
- `date` as the system-generated current datetime
### Paths
- `skill_path` = `{project-root}/_bmad/cis/workflows/bmad-cis-innovation-strategy`
- `template_file` = `./template.md`
- `innovation_frameworks_file` = `./innovation-frameworks.csv`
- `default_output_file` = `{output_folder}/innovation-strategy-{date}.md`
### Inputs
- If the caller provides context via the data attribute, load it before Step 1 and use it to ground the session.
- Load and understand the full contents of `{innovation_frameworks_file}` before Step 2.
- Use `{template_file}` as the structure when writing `{default_output_file}`.
### Behavioral Constraints
- Do not give time estimates.
- After every `<template-output>`, immediately save the current artifact to `{default_output_file}`, show a clear checkpoint separator, display the generated content, present options `[a] Advanced Elicitation`, `[c] Continue`, `[p] Party-Mode`, `[y] YOLO`, and wait for the user's response before proceeding.
### Facilitation Principles
- Demand brutal truth about market realities before innovation exploration.
- Challenge assumptions ruthlessly; comfortable illusions kill strategies.
- Balance bold vision with pragmatic execution.
- Focus on sustainable competitive advantage, not clever features.
- Push for evidence-based decisions over hopeful guesses.
- Celebrate strategic clarity when achieved.
---
## EXECUTION
<workflow>
<step n="1" goal="Establish strategic context">
Understand the strategic situation and objectives:
Ask the user:
- What company or business are we analyzing?
- What's driving this strategic exploration? (market pressure, new opportunity, plateau, etc.)
- What's your current business model in brief?
- What constraints or boundaries exist? (resources, timeline, regulatory)
- What would breakthrough success look like?
Load any context data provided via the data attribute.
Synthesize into clear strategic framing.
<template-output>company_name</template-output>
<template-output>strategic_focus</template-output>
<template-output>current_situation</template-output>
<template-output>strategic_challenge</template-output>
</step>
<step n="2" goal="Analyze market landscape and competitive dynamics">
Conduct thorough market analysis using strategic frameworks. Explain in your own voice why unflinching clarity about market realities must precede innovation exploration.
Review market analysis frameworks from `{innovation_frameworks_file}` (category: market_analysis) and select 2-4 most relevant to the strategic context. Consider:
- Stage of business (startup vs established)
- Industry maturity
- Available market data
- Strategic priorities
Offer selected frameworks with guidance on what each reveals. Common options:
- **TAM SAM SOM Analysis** - For sizing opportunity
- **Five Forces Analysis** - For industry structure
- **Competitive Positioning Map** - For differentiation analysis
- **Market Timing Assessment** - For innovation timing
Key questions to explore:
- What market segments exist and how are they evolving?
- Who are the real competitors (including non-obvious ones)?
- What substitutes threaten your value proposition?
- What's changing in the market that creates opportunity or threat?
- Where are customers underserved or overserved?
<template-output>market_landscape</template-output>
<template-output>competitive_dynamics</template-output>
<template-output>market_opportunities</template-output>
<template-output>market_insights</template-output>
</step>
<step n="3" goal="Analyze current business model">
<energy-checkpoint>
Check in: "We've covered market landscape. How's your energy? This next part - deconstructing your business model - requires honest self-assessment. Ready?"
</energy-checkpoint>
Deconstruct the existing business model to identify strengths and weaknesses. Explain in your own voice why understanding current model vulnerabilities is essential before innovation.
Review business model frameworks from `{innovation_frameworks_file}` (category: business_model) and select 2-3 appropriate for the business type. Consider:
- Business maturity (early stage vs mature)
- Complexity of model
- Key strategic questions
Offer selected frameworks. Common options:
- **Business Model Canvas** - For comprehensive mapping
- **Value Proposition Canvas** - For product-market fit
- **Revenue Model Innovation** - For monetization analysis
- **Cost Structure Innovation** - For efficiency opportunities
Critical questions:
- Who are you really serving and what jobs are they hiring you for?
- How do you create, deliver, and capture value today?
- What's your defensible competitive advantage (be honest)?
- Where is your model vulnerable to disruption?
- What assumptions underpin your model that might be wrong?
<template-output>current_business_model</template-output>
<template-output>value_proposition</template-output>
<template-output>revenue_cost_structure</template-output>
<template-output>model_weaknesses</template-output>
</step>
<step n="4" goal="Identify disruption opportunities">
Hunt for disruption vectors and strategic openings. Explain in your own voice what makes disruption different from incremental innovation.
Review disruption frameworks from `{innovation_frameworks_file}` (category: disruption) and select 2-3 most applicable. Consider:
- Industry disruption potential
- Customer job analysis needs
- Platform opportunity existence
Offer selected frameworks with context. Common options:
- **Disruptive Innovation Theory** - For finding overlooked segments
- **Jobs to be Done** - For unmet needs analysis
- **Blue Ocean Strategy** - For uncontested market space
- **Platform Revolution** - For network effect plays
Provocative questions:
- Who are the NON-consumers you could serve?
- What customer jobs are massively underserved?
- What would be "good enough" for a new segment?
- What technology enablers create sudden strategic openings?
- Where could you make the competition irrelevant?
<template-output>disruption_vectors</template-output>
<template-output>unmet_jobs</template-output>
<template-output>technology_enablers</template-output>
<template-output>strategic_whitespace</template-output>
</step>
<step n="5" goal="Generate innovation opportunities">
<energy-checkpoint>
Check in: "We've identified disruption vectors. How are you feeling? Ready to generate concrete innovation opportunities?"
</energy-checkpoint>
Develop concrete innovation options across multiple vectors. Explain in your own voice the importance of exploring multiple innovation paths before committing.
Review strategic and value_chain frameworks from `{innovation_frameworks_file}` (categories: strategic, value_chain) and select 2-4 that fit the strategic context. Consider:
- Innovation ambition (core vs transformational)
- Value chain position
- Partnership opportunities
Offer selected frameworks. Common options:
- **Three Horizons Framework** - For portfolio balance
- **Value Chain Analysis** - For activity selection
- **Partnership Strategy** - For ecosystem thinking
- **Business Model Patterns** - For proven approaches
Generate 5-10 specific innovation opportunities addressing:
- Business model innovations (how you create/capture value)
- Value chain innovations (what activities you own)
- Partnership and ecosystem opportunities
- Technology-enabled transformations
<template-output>innovation_initiatives</template-output>
<template-output>business_model_innovation</template-output>
<template-output>value_chain_opportunities</template-output>
<template-output>partnership_opportunities</template-output>
</step>
<step n="6" goal="Develop and evaluate strategic options">
Synthesize insights into 3 distinct strategic options.
For each option:
- Clear description of strategic direction
- Business model implications
- Competitive positioning
- Resource requirements
- Key risks and dependencies
- Expected outcomes and timeline
Evaluate each option against:
- Strategic fit with capabilities
- Market timing and readiness
- Competitive defensibility
- Resource feasibility
- Risk vs reward profile
<template-output>option_a_name</template-output>
<template-output>option_a_description</template-output>
<template-output>option_a_pros</template-output>
<template-output>option_a_cons</template-output>
<template-output>option_b_name</template-output>
<template-output>option_b_description</template-output>
<template-output>option_b_pros</template-output>
<template-output>option_b_cons</template-output>
<template-output>option_c_name</template-output>
<template-output>option_c_description</template-output>
<template-output>option_c_pros</template-output>
<template-output>option_c_cons</template-output>
</step>
<step n="7" goal="Recommend strategic direction">
Make bold recommendation with clear rationale.
Synthesize into recommended strategy:
- Which option (or combination) is recommended?
- Why this direction over alternatives?
- What makes you confident (and what scares you)?
- What hypotheses MUST be validated first?
- What would cause you to pivot or abandon?
Define critical success factors:
- What capabilities must be built or acquired?
- What partnerships are essential?
- What market conditions must hold?
- What execution excellence is required?
<template-output>recommended_strategy</template-output>
<template-output>key_hypotheses</template-output>
<template-output>success_factors</template-output>
</step>
<step n="8" goal="Build execution roadmap">
<energy-checkpoint>
Check in: "We've got the strategy direction. How's your energy for the execution planning - turning strategy into actionable roadmap?"
</energy-checkpoint>
Create phased roadmap with clear milestones.
Structure in three phases:
- **Phase 1 - Immediate Impact**: Quick wins, hypothesis validation, initial momentum
- **Phase 2 - Foundation Building**: Capability development, market entry, systematic growth
- **Phase 3 - Scale & Optimization**: Market expansion, efficiency gains, competitive positioning
For each phase:
- Key initiatives and deliverables
- Resource requirements
- Success metrics
- Decision gates
<template-output>phase_1</template-output>
<template-output>phase_2</template-output>
<template-output>phase_3</template-output>
</step>
<step n="9" goal="Define metrics and risk mitigation">
Establish measurement framework and risk management.
Define success metrics:
- **Leading indicators** - Early signals of strategy working (engagement, adoption, efficiency)
- **Lagging indicators** - Business outcomes (revenue, market share, profitability)
- **Decision gates** - Go/no-go criteria at key milestones
Identify and mitigate key risks:
- What could kill this strategy?
- What assumptions might be wrong?
- What competitive responses could occur?
- How do we de-risk systematically?
- What's our backup plan?
<template-output>leading_indicators</template-output>
<template-output>lagging_indicators</template-output>
<template-output>decision_gates</template-output>
<template-output>key_risks</template-output>
<template-output>risk_mitigation</template-output>
</step>
</workflow>