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>
This commit is contained in:
@@ -0,0 +1,29 @@
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---
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name: start-understand
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description: Clarify user situation and determine alignment needs
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web_bundle: true
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---
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# Phase 1: Start & Understand
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**Goal:** Understand the user's situation and determine if alignment & signoff is needed.
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**Your Role:** Clarify who the user is, what they need, and whether they need stakeholder alignment or can proceed directly to the Project Brief.
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---
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## Steps
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| # | File | Purpose |
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|---|------|---------|
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| 01 | [Understand Situation](01-understand-situation.md) | Clarify user's situation and context |
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| 02 | [Determine If Needed](02-determine-if-needed.md) | Determine if alignment & signoff is needed |
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| 03 | [Offer Extract Communications](03-offer-extract-communications.md) | Offer to extract info from existing communications |
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| 04 | [Extract Info](04-extract-info.md) | Extract information from provided materials |
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| 05 | [Detect Starting Point](05-detect-starting-point.md) | Detect where user wants to start in the exploration |
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---
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## INITIALIZATION
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Load and execute `01-understand-situation.md` to begin.
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---
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name: explore-sections
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description: Explore the 10 alignment document sections through guided conversation
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web_bundle: true
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---
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# Phase 2: Explore Sections
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**Goal:** Work through the 10 sections of the alignment document through guided conversation.
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**Your Role:** Facilitate exploration of each section using proven frameworks. Help the user articulate their vision clearly and concisely.
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---
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## Steps
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| # | File | Purpose |
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|---|------|---------|
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| 01 | [Explore Realization](../steps-c/step-02a-explore-realization.md) | What we've realized needs attention |
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| 02 | [Explore Solution](../steps-c/step-02b-explore-solution.md) | Solution approach (if starting here) |
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| 03 | [Explore Why It Matters](../steps-c/step-02c-explore-why-it-matters.md) | Why this matters and who we help |
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| 04 | [Explore How We See It Working](../steps-c/step-02d-explore-how-we-see-it-working.md) | High-level solution overview |
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| 05 | [Explore Paths We Explored](../steps-c/step-02e-explore-paths-we-explored.md) | Alternative approaches considered |
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| 06 | [Explore Recommended Solution](../steps-c/step-02f-explore-recommended-solution.md) | Preferred approach and why |
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| 07 | [Explore Path Forward](../steps-c/step-02g-explore-path-forward.md) | How the work will be done |
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| 08 | [Explore Value We Create](../steps-c/step-02h-explore-value-we-create.md) | What happens if we DO build this |
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| 09 | [Explore Cost of Inaction](../steps-c/step-02i-explore-cost-of-inaction.md) | What happens if we DON'T |
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| 10 | [Explore Our Commitment](../steps-c/step-02j-explore-our-commitment.md) | Resources and risks |
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| 11 | [Explore Summary](../steps-c/step-02k-explore-summary.md) | Key takeaways |
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**Flexible order:** Sections can be explored in any order based on the user's natural thinking flow.
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---
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## SECTION EXPLORATION GUIDE
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**Framework Inspiration**: This guide draws from proven frameworks:
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- **Customer-Problem-Solution (CPS)** — Clear structure
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- **Value Proposition Canvas** — Understanding customer needs
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- **Problem-Agitate-Solve (PAS)** — Natural flow
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- **Business Case Framework** — Investment and consequences
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### 1. The Realization
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**Framework**: Problem-Agitate-Solve (PAS) — Start here
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**Questions to explore**:
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- "What have you realized needs attention?"
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- "What observation have you made?"
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- "What challenge are you seeing?"
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- "What evidence do you have that this is real?"
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**Best Practice: Confirm the Realization with Evidence**
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**Help them identify evidence:**
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**Soft Evidence** (qualitative indicators):
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- "Do you have testimonials or complaints about this?"
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- "What have stakeholders told you?"
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- "What patterns have you observed?"
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- "What do user interviews reveal?"
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**Hard Evidence** (quantitative data):
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- "Do you have statistics or metrics?"
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- "What do analytics show?"
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- "Have you run surveys or tests?"
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- "What do server logs or error reports indicate?"
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**Help them combine both types** for maximum credibility:
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- Start with soft evidence (testimonials, complaints, observations)
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- Support with hard evidence (statistics, analytics, survey results)
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- Show the realization is grounded in reality
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**Keep it brief** — 2-3 sentences for the realization, plus 1-2 sentences of evidence
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**Help them articulate**: Clear realization backed by evidence that frames a reality worth addressing
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### 2. Why It Matters
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**Framework**: Value Proposition Canvas + Impact
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**Questions to explore**:
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- "Why does this matter?"
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- "Who are we helping?"
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- "What are they trying to accomplish?" (Jobs)
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- "What are their pain points?" (Pains)
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- "What would make their life better?" (Gains)
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- "How does this affect them?"
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- "What impact will this have?"
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- "Are there different groups we're helping?"
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**Keep it brief** — Why it matters and who we help
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**Help them think**: Focus on the value we're adding to specific people and why that matters
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### 3. How We See It Working
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**Questions to explore**:
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- "How do you envision this working?"
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- "What's the general approach?"
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- "Walk me through how you see it addressing the realization"
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**Keep it brief** — High-level overview, not detailed specifications
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**Flexible language** — Works for software, processes, services, products, strategies
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### 4. Paths We Explored
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**Questions to explore**:
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- "What other ways could we approach this?"
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- "Are there alternative paths?"
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- "What options have you considered?"
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**Keep it brief** — 2-3 paths explored briefly
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**If user only has one path**: That's fine — acknowledge it and move on
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### 5. Recommended Solution
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**Questions to explore**:
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- "Which approach do you prefer?"
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- "Why this one over the others?"
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- "What makes this the right solution?"
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**Keep it brief** — Preferred approach and key reasons
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### 6. The Path Forward
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**Purpose**: Explain how the work will be done practically — which WDS phases will be used and the workflow approach.
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**Questions to explore**:
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- "How do you envision the work being done?"
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- "Which WDS phases do you think we'll need?"
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- "What's the practical workflow you're thinking?"
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- "Will we need user research, or do you already know your users?"
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- "Do you need technical architecture planning, or is that already defined?"
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- "What level of design detail do you need?"
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- "How will this be handed off for implementation?"
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**Keep it brief** — High-level plan of the work approach
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**Help them think**:
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- Which WDS phases apply (Trigger Mapping, Platform Requirements, UX Design, Design System, etc.)
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- Practical workflow (research → design → handoff, or skip research, etc.)
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- Level of detail needed
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- Handoff approach
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**Example responses**:
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- "We'll start with Product Brief, then do UX Design for 3 scenarios, skip Trigger Mapping since we know our users, and create a handoff package for developers"
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- "Need full WDS workflow: Brief → User Research → Architecture → Design → Handoff"
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- "Just need design specs — skip research and architecture, go straight to UX Design"
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### 7. The Value We'll Create
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**Framework**: Business Case Framework — What's the return?
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**Questions to explore**:
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- "What's our ambition? What are we striving to accomplish?"
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- "What happens if we DO build this?"
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- "What benefits would we see?"
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- "What outcomes are we expecting?"
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- "How will we measure success?"
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- "What metrics will tell us we're succeeding?"
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- "What's the value we'd create?"
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**Best Practice: Frame as Positive Assumption with Success Metrics**
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**Help them articulate**:
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- **Our Ambition**: What we're confidently striving to accomplish (enthusiastic, positive)
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- **Success Metrics**: How we'll measure success (specific, measurable)
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- **What Success Looks Like**: Clear outcomes (tangible results)
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- **Monitoring Approach**: How we'll track these metrics (brief)
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**Keep it brief** — Key benefits, outcomes, and success metrics
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**Help them think**: Positive assumption ("We're confident this will work") + clear success metrics ("Here's how we'll measure it") = enthusiastic and scientific
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### 8. Cost of Inaction
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**Framework**: Problem-Agitate-Solve (PAS) — Agitate the problem / Business Case Framework
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**Questions to explore**:
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- "What happens if we DON'T build this?"
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- "What are the risks of not acting?"
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- "What opportunities would we miss?"
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- "What's the cost of doing nothing?"
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- "What gets worse if we don't act?"
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- "What do we lose by waiting?"
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**Keep it brief** — Key consequences of not building
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**Can include**:
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- Financial cost (lost revenue, increased costs)
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- Opportunity cost (missed opportunities)
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- Competitive risk (competitors gaining advantage)
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- Operational impact (inefficiency, problems getting worse)
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**Help them think**: Make the case for why we can't afford NOT to do this
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### 9. Our Commitment
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**Framework**: Business Case Framework — What are we committing to?
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**Questions to explore**:
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- "What resources are we committing?"
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- "What's the time commitment?"
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- "What budget or team are we committing?"
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- "What dependencies exist?"
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- "What potential risks or drawbacks should we consider?"
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- "What challenges might we face?"
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**Keep it brief** — High-level commitment and potential risks
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**Don't force precision** — Rough estimates are fine at this stage
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**Help them think**: Time, money, people, technology — what are we committing to make this happen? What risks or challenges should we acknowledge?
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### 10. Summary
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**Questions to explore**:
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- "What are the key points?"
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- "What should stakeholders remember?"
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- "What's the main takeaway?"
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**Keep it brief** — Summary of key points (let readers draw their own conclusion)
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---
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## INITIALIZATION
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Start with `step-02a-explore-realization.md` (in steps-c/) or whichever section the user wants to explore first.
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---
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name: synthesize-present
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description: Synthesize exploration into alignment document and present for approval
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web_bundle: true
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---
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# Phase 3: Synthesize & Present
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**Goal:** Synthesize the section explorations into a complete alignment document, optionally create strategic context, and present for stakeholder approval.
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**Your Role:** Reflect back what was captured, compile the alignment document, and guide the user through the approval process.
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---
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## Steps
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| # | File | Purpose |
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|---|------|---------|
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| 01 | [Reflect Back](01-reflect-back.md) | Reflect back what you've captured from all sections |
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| 02 | [Synthesize Document](02-synthesize-document.md) | Compile into alignment document using pitch template |
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| 03 | [Present for Approval](04-present-for-approval.md) | Present to stakeholders, handle feedback, iterate |
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**Key principle:** The alignment phase is collaborative and iterative. Refine until everyone is on board.
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---
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## INITIALIZATION
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Load and execute `01-reflect-back.md` to begin synthesis.
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---
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name: generate-signoff
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description: Offer and prepare signoff document after alignment acceptance
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web_bundle: true
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---
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# Phase 4: Generate Signoff
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**Goal:** After alignment document is accepted, offer to create a signoff document to formalize the commitment.
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**Your Role:** Determine which type of signoff document is needed and route to the appropriate builder.
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|
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---
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## Steps
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|
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| # | File | Purpose |
|
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|---|------|---------|
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| 01 | [Offer Signoff Document](01-offer-signoff-document.md) | Offer to generate signoff document after acceptance |
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| 02 | [Determine Business Model](02-determine-business-model.md) | Determine payment model for external contracts |
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**Routes to:**
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- External contract → `../05-build-contract/workflow.md`
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- Internal signoff → `../06-build-signoff-internal/workflow.md`
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- Skip signoff → Proceed to Project Brief
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---
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## INITIALIZATION
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Load and execute `01-offer-signoff-document.md` to begin.
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---
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name: build-contract
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description: Build external contract or service agreement section by section
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web_bundle: true
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---
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# Phase 5: Build External Contract
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**Goal:** Build a complete project contract or service agreement by working through each section with the user.
|
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**Your Role:** Guide the user through each contract section, explaining why it matters and capturing their decisions.
|
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|
||||
---
|
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|
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## Steps
|
||||
|
||||
| # | File | Purpose |
|
||||
|---|------|---------|
|
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| 01 | [Project Overview](01-build-section-01-project-overview.md) | Build Project Overview section |
|
||||
| 02 | [Business Model](02-build-section-02-business-model.md) | Build Business Model section |
|
||||
| 03 | [Scope of Work](03-build-section-03-scope-of-work.md) | Build Scope of Work (IN/OUT scope) |
|
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| 04 | [Payment Terms](04-build-section-04-payment-terms.md) | Build Payment Terms section |
|
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| 05 | [Timeline](05-build-section-05-timeline.md) | Build Timeline section |
|
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| 06 | [Availability](06-build-section-06-availability.md) | Build Availability (retainer only) |
|
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| 07 | [Confidentiality](07-build-section-07-confidentiality.md) | Build Confidentiality section |
|
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| 08 | [Not to Exceed](08-build-section-08-not-to-exceed.md) | Build Budget Cap (conditional) |
|
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| 09 | [Work Initiation](09-build-section-09-work-initiation.md) | Build Work Initiation section |
|
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| 10 | [Terms and Conditions](10-build-section-10-terms-and-conditions.md) | Build Terms and Conditions |
|
||||
| 11 | [Approval](11-build-section-11-approval.md) | Build Approval section |
|
||||
| 12 | [Finalize](12-finalize-contract.md) | Finalize and present contract |
|
||||
|
||||
**Template:** `../../1-project-brief/templates/contract.template.md` or `service-agreement.template.md`
|
||||
|
||||
---
|
||||
|
||||
## INITIALIZATION
|
||||
|
||||
Load and execute `01-build-section-01-project-overview.md` to begin building the contract.
|
||||
@@ -0,0 +1,28 @@
|
||||
---
|
||||
name: build-signoff-internal
|
||||
description: Build internal signoff document for company projects
|
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web_bundle: true
|
||||
---
|
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|
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# Phase 6: Build Internal Signoff
|
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|
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**Goal:** Build an internal signoff document for projects that don't need an external contract.
|
||||
|
||||
**Your Role:** Guide the user through creating a signoff document that captures goals, budget, ownership, and approval.
|
||||
|
||||
---
|
||||
|
||||
## Steps
|
||||
|
||||
| # | File | Purpose |
|
||||
|---|------|---------|
|
||||
| 01 | [Build Internal Signoff](01-build-internal-signoff.md) | Build the internal signoff document |
|
||||
| 02 | [Finalize Signoff](02-finalize-signoff.md) | Finalize and present signoff document |
|
||||
|
||||
**Template:** `../../1-project-brief/templates/signoff.template.md`
|
||||
|
||||
---
|
||||
|
||||
## INITIALIZATION
|
||||
|
||||
Load and execute `01-build-internal-signoff.md` to begin.
|
||||
@@ -0,0 +1,102 @@
|
||||
---
|
||||
name: 'step-01a-understand-situation'
|
||||
description: 'Clarify the users situation before proceeding with the alignment workflow'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-01b-determine-if-needed.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 1: Understand Situation
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Clarify the user's situation so you can guide them through the correct alignment path efficiently.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on understanding the user's situation and role
|
||||
- 🚫 FORBIDDEN to skip situation assessment or assume the user's role
|
||||
- 💬 Approach: Ask clarifying questions, listen carefully
|
||||
- 📋 Do not proceed to next step until the user's situation is clearly understood
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Determine the user's role and relationship to the project
|
||||
- 💾 Note the user's situation for routing in the next step
|
||||
- 📖 Reference the alignment workflow purpose from workflow.md
|
||||
- 🚫 Do not start building any alignment content yet
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Workflow initialization, config loaded
|
||||
- Focus: Understanding who the user is and what they need
|
||||
- Limits: Do not explore alignment sections or build documents yet
|
||||
- Dependencies: Config must be loaded from workflow initialization
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Ask the User to Clarify Their Situation
|
||||
|
||||
Ask the user to clarify their situation:
|
||||
|
||||
"I'd like to understand your situation first. This will help me guide you efficiently.
|
||||
|
||||
**Are you:**
|
||||
- A consultant proposing a solution to a client?
|
||||
- A business owner hiring consultants/suppliers to build software?
|
||||
- A manager or employee seeking approval for an internal project?
|
||||
- Or doing this yourself and don't need stakeholder alignment?
|
||||
|
||||
Let's get clear on what you need so we can move forward."
|
||||
|
||||
### 2. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-01b-determine-if-needed"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the user's situation is clearly understood will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- User's situation and role are clearly identified
|
||||
- User feels heard and understood before moving forward
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Skipping situation assessment and assuming the user's role
|
||||
- Proceeding without user input
|
||||
- Generating alignment content prematurely
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,113 @@
|
||||
---
|
||||
name: 'step-01b-determine-if-needed'
|
||||
description: 'Determine if user needs alignment and signoff or can proceed directly to Project Brief'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-01c-offer-extract.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 2: Determine If Alignment & Signoff Is Needed
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Determine if the user needs the alignment & signoff workflow or can proceed directly to Project Brief.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on routing the user to the correct path based on their situation
|
||||
- 🚫 FORBIDDEN to force users into alignment workflow if they have full autonomy
|
||||
- 💬 Approach: Present clear options based on the user's stated situation
|
||||
- 📋 Respect the user's autonomy and decision
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Route user to alignment workflow or Project Brief based on their situation
|
||||
- 💾 Document the routing decision
|
||||
- 📖 Use the situation context from the previous step
|
||||
- 🚫 Do not begin alignment content creation yet
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: User's situation from step-01a
|
||||
- Focus: Routing decision - alignment needed or not
|
||||
- Limits: Do not explore alignment sections yet
|
||||
- Dependencies: step-01a must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Determine the Path Based on User's Situation
|
||||
|
||||
Based on the user's situation, determine the path:
|
||||
|
||||
**If they need alignment & signoff** (consultant, business owner, manager/employee):
|
||||
|
||||
"Good. We're going to work together to create an alignment document that presents your idea clearly and gets stakeholders aligned.
|
||||
|
||||
This alignment document will help you get alignment on your idea, why it matters, what it contains, how it will be executed, the budget needed, and the commitment required. We can iterate until everyone is on board. Once they accept it, we'll create a signoff document to secure the commitment, then proceed to the full Project Brief.
|
||||
|
||||
You can start anywhere - with something you've realized needs attention, or with a solution you have in mind. I'll guide us through the important questions in whatever order makes sense for your thinking."
|
||||
|
||||
**If they're doing it themselves** (don't need alignment & signoff):
|
||||
|
||||
"That's great! If you have full autonomy and don't need stakeholder alignment, you can skip alignment & signoff and go straight to the Project Brief workflow. Would you like me to help you start the Project Brief instead?"
|
||||
|
||||
### 2. Handle Decision Point
|
||||
|
||||
**If they need alignment & signoff**:
|
||||
Continue to next step (offer extract).
|
||||
|
||||
**If they're doing it themselves**:
|
||||
Route to Project Brief workflow.
|
||||
|
||||
### 3. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-01c-offer-extract"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the routing decision is confirmed will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- User is correctly routed based on their stated situation
|
||||
- Users who don't need alignment are directed to Project Brief
|
||||
- Users who need alignment understand the process ahead
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Forcing alignment workflow on users with full autonomy
|
||||
- Skipping the routing decision
|
||||
- Proceeding without confirming the user's path
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,112 @@
|
||||
---
|
||||
name: 'step-01c-offer-extract'
|
||||
description: 'Offer optional step to extract information from existing communications or documents'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-01d-extract-info.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 3: Offer to Extract Information from Communications
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Offer the user the optional opportunity to provide existing communications or documents from which key information can be extracted to inform the alignment document.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on offering the extraction option and capturing user decision
|
||||
- 🚫 FORBIDDEN to force users to provide documents - this is optional
|
||||
- 💬 Approach: Present the option clearly, respect skip decisions
|
||||
- 📋 If user provides documents, route to extract step; if not, skip to detect starting point
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Present the extraction offer clearly
|
||||
- 💾 Note whether user has communications to share
|
||||
- 📖 This is an optional enhancement step
|
||||
- 🚫 Do not pressure user to provide documents
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: User's situation and routing from steps 01a-01b
|
||||
- Focus: Offering document extraction as an optional enhancement
|
||||
- Limits: Do not begin extraction until user provides documents
|
||||
- Dependencies: step-01b must be completed with alignment path confirmed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Ask If They Have Relevant Communications or Documents
|
||||
|
||||
Ask if they have relevant communications or documents:
|
||||
|
||||
"Do you have any email threads, chat conversations, documents, or other materials from clients or stakeholders about this project?
|
||||
|
||||
If you do, I can extract key information from them - things like:
|
||||
- Realizations or observations they've mentioned
|
||||
- Requirements they've discussed
|
||||
- Concerns or questions they've raised
|
||||
- Context about the project
|
||||
- Existing documentation or specifications
|
||||
|
||||
This can help us create a more informed alignment document. You can paste the content here, share the communications, or upload documents, and I'll extract the relevant information."
|
||||
|
||||
### 2. Handle Decision Point
|
||||
|
||||
**If user provides communications/documents**:
|
||||
Continue to step-01d-extract-info.md
|
||||
|
||||
**If user doesn't have any or skips**:
|
||||
Skip to step-01e-detect-starting-point.md
|
||||
|
||||
### 3. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-01d-extract-info (if documents provided) or step-01e-detect-starting-point (if skipping)"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile} (or step-01e if skipping extraction)
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the user has decided whether to provide documents or skip will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- User is offered the extraction option clearly
|
||||
- User's decision (provide or skip) is respected
|
||||
- Correct routing based on user's choice
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Pressuring user to provide documents
|
||||
- Skipping the offer entirely
|
||||
- Proceeding without user input on their choice
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,120 @@
|
||||
---
|
||||
name: 'step-01d-extract-info'
|
||||
description: 'Extract key information from provided communications and documents to inform the alignment document'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-01e-detect-starting-point.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 4: Extract Information from Communications
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Extract key information from the user's provided communications and documents to inform the alignment document sections.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on extracting relevant information from provided materials
|
||||
- 🚫 FORBIDDEN to copy entire communications verbatim or include personal/irrelevant details
|
||||
- 💬 Approach: Extract, summarize, and confirm with user
|
||||
- 📋 Map extracted info to alignment document sections
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Extract relevant information and map to alignment sections
|
||||
- 💾 Store extracted information for use in exploration steps
|
||||
- 📖 Use the extraction guidelines below
|
||||
- 🚫 Do not include sensitive, outdated, or irrelevant information
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: User's provided communications/documents
|
||||
- Focus: Extracting actionable information for the alignment document
|
||||
- Limits: Only extract what's relevant to the alignment document sections
|
||||
- Dependencies: User must have provided communications/documents in step-01c
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Extract Relevant Information from Communications/Documents
|
||||
|
||||
Extract relevant information from the communications/documents:
|
||||
|
||||
**What to extract**:
|
||||
- **Realizations mentioned** - What have stakeholders realized or observed?
|
||||
- **Requirements discussed** - What do they need or want?
|
||||
- **Concerns raised** - What questions or concerns have they expressed?
|
||||
- **Context** - Background information about the project
|
||||
- **Timeline or urgency** - Any deadlines or time-sensitive information
|
||||
- **Budget or constraints** - Financial or resource limitations mentioned
|
||||
|
||||
### 2. Map Extracted Information to Alignment Sections
|
||||
|
||||
**Use extracted information**:
|
||||
- Inform The Realization section (what realizations or observations are mentioned)
|
||||
- Inform Why It Matters (who is experiencing issues and why it matters)
|
||||
- Inform Our Commitment (any budget/resource discussions)
|
||||
- Inform Cost of Inaction (any urgency or consequences mentioned)
|
||||
- Add context throughout the alignment document
|
||||
|
||||
### 3. Apply Extraction Guardrails
|
||||
|
||||
**Don't**:
|
||||
- Copy entire communications or documents verbatim
|
||||
- Include personal or irrelevant details
|
||||
- Overwhelm with too much detail
|
||||
- Use information that's clearly outdated
|
||||
- Include sensitive information that shouldn't be in the alignment document
|
||||
|
||||
### 4. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-01e-detect-starting-point"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN information has been extracted and confirmed with the user will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Relevant information is extracted and mapped to alignment sections
|
||||
- Extracted info is concise and actionable
|
||||
- User confirms the extraction is accurate
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Copying communications verbatim
|
||||
- Including sensitive or irrelevant details
|
||||
- Skipping extraction and moving on without processing documents
|
||||
- Not confirming extracted information with user
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,115 @@
|
||||
---
|
||||
name: 'step-01e-detect-starting-point'
|
||||
description: 'Determine where the user wants to start exploring alignment document sections'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-02a-explore-realization.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 5: Detect Starting Point
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Determine where the user wants to start exploring alignment document sections - with a realization or with a solution idea.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on detecting the user's natural starting point
|
||||
- 🚫 FORBIDDEN to force a specific starting section on the user
|
||||
- 💬 Approach: Follow the user's lead, route accordingly
|
||||
- 📋 The exploration order is flexible - start where they want
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Identify whether the user starts with a realization, a solution, or something else
|
||||
- 💾 Note the starting point for routing
|
||||
- 📖 Reference exploration sections from workflow.md
|
||||
- 🚫 Do not force a linear section order
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: User's situation, any extracted info from communications
|
||||
- Focus: Detecting natural starting point for section exploration
|
||||
- Limits: Do not begin exploring sections yet - just detect starting point
|
||||
- Dependencies: Steps 01a-01d (or 01c if extraction was skipped) must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Ask Where They Would Like to Start
|
||||
|
||||
Ask where they'd like to start:
|
||||
|
||||
"Where would you like to start? Have you realized something that needs attention, or do you have a solution in mind?"
|
||||
|
||||
### 2. Handle Decision Point
|
||||
|
||||
**If user starts with realization**:
|
||||
- Explore the realization first
|
||||
- Then naturally move to "why it matters" and "who we help"
|
||||
- Then explore solutions
|
||||
- Route to step-02a-explore-realization.md
|
||||
|
||||
**If user starts with solution**:
|
||||
- Capture the solution idea
|
||||
- Then explore "what realization does this address?"
|
||||
- Then explore "why it matters" and "who we help"
|
||||
- Then explore other possible approaches
|
||||
- Route to step-02b-explore-solution.md
|
||||
|
||||
**If user starts elsewhere**:
|
||||
- Follow their lead
|
||||
- Guide them through remaining sections naturally
|
||||
- Route to appropriate section exploration step
|
||||
|
||||
### 3. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-02a-explore-realization (or step-02b-explore-solution based on user choice)"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile} (or step-02b if starting with solution)
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the user's starting point is identified will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- User's natural starting point is identified
|
||||
- User is routed to the correct exploration step
|
||||
- User feels their preferred approach is respected
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Forcing a specific starting section
|
||||
- Skipping the detection and jumping to a section
|
||||
- Not respecting the user's preferred starting point
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,124 @@
|
||||
---
|
||||
name: 'step-02a-explore-realization'
|
||||
description: 'Help user articulate what they have realized needs attention with supporting evidence'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-02b-explore-solution.md'
|
||||
workflowFile: '../workflow.md'
|
||||
|
||||
# Data References
|
||||
sectionRoutingFile: '../data/02-explore-sections-routing.md'
|
||||
---
|
||||
|
||||
# Step 6: Explore The Realization
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Help the user articulate what they've realized needs attention and support it with both soft and hard evidence.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on exploring The Realization section
|
||||
- 🚫 FORBIDDEN to write the realization for the user - help them articulate it
|
||||
- 💬 Approach: Ask probing questions, help identify evidence
|
||||
- 📋 Keep it brief - 2-3 sentences for the realization, plus 1-2 sentences of evidence
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Help user articulate their realization with supporting evidence
|
||||
- 💾 Capture the realization for the alignment document
|
||||
- 📖 Reference `{sectionRoutingFile}` (Section 1: The Realization)
|
||||
- 🚫 Do not move past this section until the realization is captured
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: User's situation, any extracted info, starting point choice
|
||||
- Focus: The Realization section of the alignment document
|
||||
- Limits: Do not explore other sections yet
|
||||
- Dependencies: step-01e must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Explore the Realization
|
||||
|
||||
Explore the realization section with the user.
|
||||
|
||||
**Reference**: `{sectionRoutingFile}` (Section 1: The Realization)
|
||||
|
||||
**Questions to explore**:
|
||||
- "What have you realized needs attention?"
|
||||
- "What observation have you made?"
|
||||
- "What challenge are you seeing?"
|
||||
- "What evidence do you have that this is real?"
|
||||
|
||||
### 2. Confirm the Realization with Evidence
|
||||
|
||||
**Help them identify evidence:**
|
||||
|
||||
**Soft Evidence** (qualitative indicators):
|
||||
- "Do you have testimonials or complaints about this?"
|
||||
- "What have stakeholders told you?"
|
||||
- "What patterns have you observed?"
|
||||
- "What do user interviews reveal?"
|
||||
|
||||
**Hard Evidence** (quantitative data):
|
||||
- "Do you have statistics or metrics?"
|
||||
- "What do analytics show?"
|
||||
- "Have you run surveys or tests?"
|
||||
- "What do server logs or error reports indicate?"
|
||||
|
||||
**Help them combine both types** for maximum credibility.
|
||||
|
||||
**Keep it brief** - 2-3 sentences for the realization, plus 1-2 sentences of evidence
|
||||
|
||||
### 3. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-02b-explore-solution"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the realization is articulated with evidence will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- User has articulated a clear realization
|
||||
- Evidence (soft and/or hard) supports the realization
|
||||
- Realization is brief and compelling (2-3 sentences + evidence)
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Writing the realization for the user without their input
|
||||
- Skipping evidence gathering
|
||||
- Moving to next section without a captured realization
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,107 @@
|
||||
---
|
||||
name: 'step-02b-explore-solution'
|
||||
description: 'Capture solution idea and explore the underlying realization when user starts with a solution'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-02c-explore-why-it-matters.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 7: Explore Solution (If Starting with Solution)
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Capture the user's solution idea and then explore the underlying realization that led to it.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on capturing the solution idea and connecting it to a realization
|
||||
- 🚫 FORBIDDEN to evaluate or critique the solution prematurely
|
||||
- 💬 Approach: Capture first, then explore the underlying why
|
||||
- 📋 Bridge from solution back to realization, then forward to why it matters
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Capture the solution idea and connect it to a realization
|
||||
- 💾 Store both the solution idea and underlying realization
|
||||
- 📖 This step is for users who start with a solution rather than a realization
|
||||
- 🚫 Do not skip exploring the underlying realization
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: User's situation, starting point choice (solution-first)
|
||||
- Focus: Solution idea and underlying realization
|
||||
- Limits: Do not explore other sections yet
|
||||
- Dependencies: step-01e must be completed with solution-first routing
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Capture the Solution
|
||||
|
||||
If user starts with a solution idea:
|
||||
|
||||
1. **Capture the solution**: "Tell me about your solution idea..."
|
||||
|
||||
### 2. Explore the Underlying Realization
|
||||
|
||||
2. **Then explore the underlying realization**: "What realization does this solution address? What have you observed that led to this solution?"
|
||||
|
||||
### 3. Connect to Why It Matters
|
||||
|
||||
3. **Then explore why it matters**: "Why does this matter? Who are we helping?"
|
||||
|
||||
### 4. Explore Other Approaches
|
||||
|
||||
4. **Then explore other approaches**: "What other ways could we approach this?"
|
||||
|
||||
### 5. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-02c-explore-why-it-matters"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the solution idea and underlying realization are captured will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Solution idea is clearly captured
|
||||
- Underlying realization is identified and connected to the solution
|
||||
- User sees the relationship between their solution and the problem it addresses
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Skipping the exploration of the underlying realization
|
||||
- Critiquing or dismissing the user's solution idea
|
||||
- Moving forward without connecting solution to realization
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,112 @@
|
||||
---
|
||||
name: 'step-02c-explore-why-it-matters'
|
||||
description: 'Help user articulate why this matters and who they are helping'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-02d-explore-how-we-see-it-working.md'
|
||||
workflowFile: '../workflow.md'
|
||||
|
||||
# Data References
|
||||
sectionRoutingFile: '../data/02-explore-sections-routing.md'
|
||||
---
|
||||
|
||||
# Step 8: Explore Why It Matters
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Help the user articulate why this project matters and who they are helping - focusing on value to specific people.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on exploring Why It Matters and who we help
|
||||
- 🚫 FORBIDDEN to generate reasons without user input
|
||||
- 💬 Approach: Ask about impact, users, pain points, and gains
|
||||
- 📋 Keep it brief - focus on value to specific people
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Help user articulate why this matters and who benefits
|
||||
- 💾 Capture the why and who for the alignment document
|
||||
- 📖 Reference `{sectionRoutingFile}` (Section 2: Why It Matters)
|
||||
- 🚫 Do not move past this section until captured
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Realization and/or solution from previous steps
|
||||
- Focus: Why It Matters section of the alignment document
|
||||
- Limits: Do not explore other sections yet
|
||||
- Dependencies: step-02a or step-02b must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Explore Why It Matters and Who We Help
|
||||
|
||||
Explore why it matters and who we help.
|
||||
|
||||
**Reference**: `{sectionRoutingFile}` (Section 2: Why It Matters)
|
||||
|
||||
**Questions to explore**:
|
||||
- "Why does this matter?"
|
||||
- "Who are we helping?"
|
||||
- "What are they trying to accomplish?" (Jobs)
|
||||
- "What are their pain points?" (Pains)
|
||||
- "What would make their life better?" (Gains)
|
||||
- "How does this affect them?"
|
||||
- "What impact will this have?"
|
||||
- "Are there different groups we're helping?"
|
||||
|
||||
**Keep it brief** - Why it matters and who we help
|
||||
|
||||
**Help them think**: Focus on the value we're adding to specific people and why that matters
|
||||
|
||||
### 2. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-02d-explore-how-we-see-it-working"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the user has articulated why it matters and who benefits will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Clear articulation of why this matters
|
||||
- Specific people/groups who benefit are identified
|
||||
- Impact and value are understood
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Generating reasons without user input
|
||||
- Skipping this section
|
||||
- Not identifying specific beneficiaries
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,108 @@
|
||||
---
|
||||
name: 'step-02d-explore-how-we-see-it-working'
|
||||
description: 'Help user articulate how they envision the solution working at a high level'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-02e-explore-paths-we-explored.md'
|
||||
workflowFile: '../workflow.md'
|
||||
|
||||
# Data References
|
||||
sectionRoutingFile: '../data/02-explore-sections-routing.md'
|
||||
---
|
||||
|
||||
# Step 9: Explore How We See It Working
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Help the user articulate how they envision the solution working at a high level - the general approach and core concept.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on exploring how the solution would work at a high level
|
||||
- 🚫 FORBIDDEN to dive into detailed specifications or technical requirements
|
||||
- 💬 Approach: Ask about the general approach, core concept, and vision
|
||||
- 📋 Keep it brief - high-level overview, not detailed specifications
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Help user articulate the high-level solution approach
|
||||
- 💾 Capture the vision for the alignment document
|
||||
- 📖 Reference `{sectionRoutingFile}` (Section 3: How We See It Working)
|
||||
- 🚫 Do not get into detailed specifications
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Realization, solution, why it matters from previous steps
|
||||
- Focus: How We See It Working section of the alignment document
|
||||
- Limits: High-level only - no detailed specs
|
||||
- Dependencies: step-02c must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Explore How They See It Working
|
||||
|
||||
Explore how they see it working.
|
||||
|
||||
**Reference**: `{sectionRoutingFile}` (Section 3: How We See It Working)
|
||||
|
||||
**Questions to explore**:
|
||||
- "How do you envision this working?"
|
||||
- "What's the general approach?"
|
||||
- "Walk me through how you see it addressing the realization"
|
||||
- "What's the core concept?"
|
||||
|
||||
**Keep it brief** - High-level overview, not detailed specifications
|
||||
|
||||
**Flexible language** - Works for software, processes, services, products, strategies
|
||||
|
||||
### 2. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-02e-explore-paths-we-explored"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the user has articulated how they see it working will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- High-level vision is captured
|
||||
- Core concept is understood
|
||||
- General approach is clear without getting into detailed specs
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Diving into detailed specifications
|
||||
- Generating the vision without user input
|
||||
- Skipping this section
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,107 @@
|
||||
---
|
||||
name: 'step-02e-explore-paths-we-explored'
|
||||
description: 'Help user articulate alternative approaches they considered'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-02f-explore-recommended-solution.md'
|
||||
workflowFile: '../workflow.md'
|
||||
|
||||
# Data References
|
||||
sectionRoutingFile: '../data/02-explore-sections-routing.md'
|
||||
---
|
||||
|
||||
# Step 10: Explore Paths We Explored
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Help the user articulate alternative approaches they considered - showing thorough thinking to stakeholders.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on exploring alternative paths considered
|
||||
- 🚫 FORBIDDEN to fabricate alternative approaches the user hasn't considered
|
||||
- 💬 Approach: Ask about alternatives, accept if only one path exists
|
||||
- 📋 Keep it brief - 2-3 paths explored briefly; one path is fine too
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Help user articulate alternative approaches considered
|
||||
- 💾 Capture alternatives for the alignment document
|
||||
- 📖 Reference `{sectionRoutingFile}` (Section 4: Paths We Explored)
|
||||
- 🚫 Do not force multiple alternatives if user only has one path
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Realization, solution, why it matters, how it works
|
||||
- Focus: Paths We Explored section of the alignment document
|
||||
- Limits: Brief exploration of alternatives only
|
||||
- Dependencies: step-02d must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Explore Paths They Explored
|
||||
|
||||
Explore paths they explored.
|
||||
|
||||
**Reference**: `{sectionRoutingFile}` (Section 4: Paths We Explored)
|
||||
|
||||
**Questions to explore**:
|
||||
- "What other ways could we approach this?"
|
||||
- "Are there alternative paths?"
|
||||
- "What options have you considered?"
|
||||
|
||||
**Keep it brief** - 2-3 paths explored briefly
|
||||
|
||||
**If user only has one path**: That's fine - acknowledge it and move on
|
||||
|
||||
### 2. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-02f-explore-recommended-solution"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the user has explored alternative paths (or confirmed only one path) will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Alternative approaches are captured (or single path acknowledged)
|
||||
- User feels the exploration was thorough but not forced
|
||||
- Section is brief and relevant
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Fabricating alternatives the user hasn't considered
|
||||
- Forcing multiple paths when user only has one
|
||||
- Skipping this section entirely
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,105 @@
|
||||
---
|
||||
name: 'step-02f-explore-recommended-solution'
|
||||
description: 'Help user articulate their preferred approach and why they recommend it'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-02g-explore-path-forward.md'
|
||||
workflowFile: '../workflow.md'
|
||||
|
||||
# Data References
|
||||
sectionRoutingFile: '../data/02-explore-sections-routing.md'
|
||||
---
|
||||
|
||||
# Step 11: Explore Recommended Solution
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Help the user articulate their preferred approach and clearly explain why they recommend it over alternatives.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on exploring the recommended solution and reasoning
|
||||
- 🚫 FORBIDDEN to choose the solution for the user
|
||||
- 💬 Approach: Ask which approach they prefer and why
|
||||
- 📋 Keep it brief - preferred approach and key reasons
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Help user articulate their preferred approach and reasoning
|
||||
- 💾 Capture the recommendation for the alignment document
|
||||
- 📖 Reference `{sectionRoutingFile}` (Section 5: Recommended Solution)
|
||||
- 🚫 Do not make the recommendation for the user
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Realization, solution, why it matters, how it works, paths explored
|
||||
- Focus: Recommended Solution section of the alignment document
|
||||
- Limits: Brief recommendation with key reasons
|
||||
- Dependencies: step-02e must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Explore the Recommended Solution
|
||||
|
||||
Explore the recommended solution.
|
||||
|
||||
**Reference**: `{sectionRoutingFile}` (Section 5: Recommended Solution)
|
||||
|
||||
**Questions to explore**:
|
||||
- "Which approach do you prefer?"
|
||||
- "Why this one over the others?"
|
||||
- "What makes this the right solution?"
|
||||
|
||||
**Keep it brief** - Preferred approach and key reasons
|
||||
|
||||
### 2. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-02g-explore-path-forward"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the user has articulated their preferred approach and reasoning will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Preferred approach is clearly identified
|
||||
- Reasoning for the recommendation is captured
|
||||
- User owns the recommendation
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Choosing the solution for the user
|
||||
- Skipping this section
|
||||
- Not capturing the reasoning behind the choice
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,117 @@
|
||||
---
|
||||
name: 'step-02g-explore-path-forward'
|
||||
description: 'Help user articulate how the work will be done practically including WDS phases and workflow'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-02h-explore-value-we-create.md'
|
||||
workflowFile: '../workflow.md'
|
||||
|
||||
# Data References
|
||||
sectionRoutingFile: '../data/02-explore-sections-routing.md'
|
||||
---
|
||||
|
||||
# Step 12: Explore The Path Forward
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Help the user articulate how the work will be done practically - which WDS phases will be used and the overall workflow approach.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on exploring the practical path forward and workflow approach
|
||||
- 🚫 FORBIDDEN to dictate a specific WDS phase sequence without user input
|
||||
- 💬 Approach: Explore practical workflow, phases needed, level of detail
|
||||
- 📋 Keep it brief - high-level plan of the work approach
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Help user articulate the practical work approach
|
||||
- 💾 Capture the path forward for the alignment document
|
||||
- 📖 Reference `{sectionRoutingFile}` (Section 6: The Path Forward)
|
||||
- 🚫 Do not create detailed project plans - keep it high level
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: All previous exploration sections
|
||||
- Focus: The Path Forward section of the alignment document
|
||||
- Limits: High-level plan only
|
||||
- Dependencies: step-02f must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Explore the Path Forward
|
||||
|
||||
Explore the path forward.
|
||||
|
||||
**Reference**: `{sectionRoutingFile}` (Section 6: The Path Forward)
|
||||
|
||||
**Purpose**: Explain how the work will be done practically - which WDS phases will be used and the workflow approach.
|
||||
|
||||
**Questions to explore**:
|
||||
- "How do you envision the work being done?"
|
||||
- "Which WDS phases do you think we'll need?"
|
||||
- "What's the practical workflow you're thinking?"
|
||||
- "Will we need user research, or do you already know your users?"
|
||||
- "Do you need technical architecture planning, or is that already defined?"
|
||||
- "What level of design detail do you need?"
|
||||
- "How will this be handed off for implementation?"
|
||||
|
||||
**Keep it brief** - High-level plan of the work approach
|
||||
|
||||
**Help them think**:
|
||||
- Which WDS phases apply (Trigger Mapping, Platform Requirements, UX Design, Design System, etc.)
|
||||
- Practical workflow (research -> design -> handoff, or skip research, etc.)
|
||||
- Level of detail needed
|
||||
- Handoff approach
|
||||
|
||||
### 2. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-02h-explore-value-we-create"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the user has articulated the practical path forward will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- High-level work approach is captured
|
||||
- WDS phases and workflow are identified
|
||||
- Path forward is practical and actionable
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Creating detailed project plans without user input
|
||||
- Dictating a specific phase sequence
|
||||
- Skipping this section
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,119 @@
|
||||
---
|
||||
name: 'step-02h-explore-value-we-create'
|
||||
description: 'Help user articulate what happens if we DO build this - ambition, success metrics, and outcomes'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-02i-explore-cost-of-inaction.md'
|
||||
workflowFile: '../workflow.md'
|
||||
|
||||
# Data References
|
||||
sectionRoutingFile: '../data/02-explore-sections-routing.md'
|
||||
---
|
||||
|
||||
# Step 13: Explore The Value We'll Create
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Help the user articulate what happens if we DO build this - the ambition, success metrics, expected outcomes, and how to measure success.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on exploring the value that will be created
|
||||
- 🚫 FORBIDDEN to generate value statements without user input
|
||||
- 💬 Approach: Frame as positive assumption with success metrics
|
||||
- 📋 Keep it brief - key benefits, outcomes, and success metrics
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Help user articulate value, ambition, and success metrics
|
||||
- 💾 Capture value proposition for the alignment document
|
||||
- 📖 Reference `{sectionRoutingFile}` (Section 7: The Value We'll Create)
|
||||
- 🚫 Do not fabricate benefits or metrics
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: All previous exploration sections
|
||||
- Focus: The Value We'll Create section of the alignment document
|
||||
- Limits: Key benefits and metrics, not exhaustive analysis
|
||||
- Dependencies: step-02g must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Explore the Value We'll Create
|
||||
|
||||
Explore the value we'll create.
|
||||
|
||||
**Reference**: `{sectionRoutingFile}` (Section 7: The Value We'll Create)
|
||||
|
||||
**Questions to explore**:
|
||||
- "What's our ambition? What are we striving to accomplish?"
|
||||
- "What happens if we DO build this?"
|
||||
- "What benefits would we see?"
|
||||
- "What outcomes are we expecting?"
|
||||
- "How will we measure success?"
|
||||
- "What metrics will tell us we're succeeding?"
|
||||
- "What's the value we'd create?"
|
||||
|
||||
### 2. Frame as Positive Assumption with Success Metrics
|
||||
|
||||
**Help them articulate**:
|
||||
- **Our Ambition**: What we're confidently striving to accomplish (enthusiastic, positive)
|
||||
- **Success Metrics**: How we'll measure success (specific, measurable)
|
||||
- **What Success Looks Like**: Clear outcomes (tangible results)
|
||||
- **Monitoring Approach**: How we'll track these metrics (brief)
|
||||
|
||||
**Keep it brief** - Key benefits, outcomes, and success metrics
|
||||
|
||||
**Help them think**: Positive assumption ("We're confident this will work") + clear success metrics ("Here's how we'll measure it") = enthusiastic and scientific
|
||||
|
||||
### 3. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-02i-explore-cost-of-inaction"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the user has articulated the value, ambition, and success metrics will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Clear ambition and value proposition captured
|
||||
- Success metrics are specific and measurable
|
||||
- Positive and confident framing
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Generating value statements without user input
|
||||
- Skipping success metrics
|
||||
- Not framing as positive assumption
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,116 @@
|
||||
---
|
||||
name: 'step-02i-explore-cost-of-inaction'
|
||||
description: 'Help user articulate what happens if we DO NOT build this - risks and consequences of inaction'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-02j-explore-our-commitment.md'
|
||||
workflowFile: '../workflow.md'
|
||||
|
||||
# Data References
|
||||
sectionRoutingFile: '../data/02-explore-sections-routing.md'
|
||||
---
|
||||
|
||||
# Step 14: Explore Cost of Inaction
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Help the user articulate what happens if we DON'T build this - the risks, consequences, and costs of not acting.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on exploring the cost of inaction
|
||||
- 🚫 FORBIDDEN to fabricate consequences without user input
|
||||
- 💬 Approach: Help make the case for why we can't afford NOT to do this
|
||||
- 📋 Keep it brief - key consequences of not building
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Help user articulate consequences of inaction
|
||||
- 💾 Capture cost of inaction for the alignment document
|
||||
- 📖 Reference `{sectionRoutingFile}` (Section 8: Cost of Inaction)
|
||||
- 🚫 Do not exaggerate or fabricate consequences
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: All previous exploration sections including value
|
||||
- Focus: Cost of Inaction section of the alignment document
|
||||
- Limits: Key consequences only, not fear-mongering
|
||||
- Dependencies: step-02h must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Explore Cost of Inaction
|
||||
|
||||
Explore cost of inaction.
|
||||
|
||||
**Reference**: `{sectionRoutingFile}` (Section 8: Cost of Inaction)
|
||||
|
||||
**Questions to explore**:
|
||||
- "What happens if we DON'T build this?"
|
||||
- "What are the risks of not acting?"
|
||||
- "What opportunities would we miss?"
|
||||
- "What's the cost of doing nothing?"
|
||||
- "What gets worse if we don't act?"
|
||||
- "What do we lose by waiting?"
|
||||
|
||||
**Keep it brief** - Key consequences of not building
|
||||
|
||||
**Can include**:
|
||||
- Financial cost (lost revenue, increased costs)
|
||||
- Opportunity cost (missed opportunities)
|
||||
- Competitive risk (competitors gaining advantage)
|
||||
- Operational impact (inefficiency, problems getting worse)
|
||||
|
||||
**Help them think**: Make the case for why we can't afford NOT to do this
|
||||
|
||||
### 2. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-02j-explore-our-commitment"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the user has articulated the cost of inaction will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Clear consequences of inaction are captured
|
||||
- Case for action is compelling but honest
|
||||
- Financial, opportunity, competitive, and operational impacts considered
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Fabricating or exaggerating consequences
|
||||
- Skipping this section
|
||||
- Not helping user think through different types of costs
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,112 @@
|
||||
---
|
||||
name: 'step-02j-explore-our-commitment'
|
||||
description: 'Help user articulate resources needed and potential risks for the project'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-02k-explore-summary.md'
|
||||
workflowFile: '../workflow.md'
|
||||
|
||||
# Data References
|
||||
sectionRoutingFile: '../data/02-explore-sections-routing.md'
|
||||
---
|
||||
|
||||
# Step 15: Explore Our Commitment
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Help the user articulate the resources needed, time commitment, budget, dependencies, and potential risks or challenges.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on exploring commitment and potential risks
|
||||
- 🚫 FORBIDDEN to force precision - rough estimates are fine at this stage
|
||||
- 💬 Approach: Explore time, money, people, technology commitments
|
||||
- 📋 Keep it brief - high-level commitment and potential risks
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Help user articulate resources and risks
|
||||
- 💾 Capture commitment details for the alignment document
|
||||
- 📖 Reference `{sectionRoutingFile}` (Section 9: Our Commitment)
|
||||
- 🚫 Do not force precise numbers - rough estimates are acceptable
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: All previous exploration sections
|
||||
- Focus: Our Commitment section of the alignment document
|
||||
- Limits: High-level commitment, not detailed budget breakdowns
|
||||
- Dependencies: step-02i must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Explore Our Commitment
|
||||
|
||||
Explore our commitment.
|
||||
|
||||
**Reference**: `{sectionRoutingFile}` (Section 9: Our Commitment)
|
||||
|
||||
**Questions to explore**:
|
||||
- "What resources are we committing?"
|
||||
- "What's the time commitment?"
|
||||
- "What budget or team are we committing?"
|
||||
- "What dependencies exist?"
|
||||
- "What potential risks or drawbacks should we consider?"
|
||||
- "What challenges might we face?"
|
||||
|
||||
**Keep it brief** - High-level commitment and potential risks
|
||||
|
||||
**Don't force precision** - Rough estimates are fine at this stage
|
||||
|
||||
**Help them think**: Time, money, people, technology - what are we committing to make this happen? What risks or challenges should we acknowledge?
|
||||
|
||||
### 2. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-02k-explore-summary"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the user has articulated the commitment and potential risks will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Resources and commitment are captured at appropriate level of detail
|
||||
- Potential risks and challenges are acknowledged
|
||||
- User doesn't feel pressured for precision they don't have
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Forcing precise numbers when user only has rough estimates
|
||||
- Skipping risk/challenge discussion
|
||||
- Not capturing the commitment at all
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,105 @@
|
||||
---
|
||||
name: 'step-02k-explore-summary'
|
||||
description: 'Help user create a summary of key points from all explored alignment sections'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-03a-reflect-back.md'
|
||||
workflowFile: '../workflow.md'
|
||||
|
||||
# Data References
|
||||
sectionRoutingFile: '../data/02-explore-sections-routing.md'
|
||||
---
|
||||
|
||||
# Step 16: Explore Summary
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Help the user create a summary of key points from all explored alignment sections - the main takeaways stakeholders should remember.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on exploring the summary of key points
|
||||
- 🚫 FORBIDDEN to write the summary for the user without their input
|
||||
- 💬 Approach: Help identify the main takeaways
|
||||
- 📋 Keep it brief - summary of key points, let readers draw their own conclusion
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Help user identify key takeaways from all explored sections
|
||||
- 💾 Capture summary for the alignment document
|
||||
- 📖 Reference `{sectionRoutingFile}` (Section 10: Summary)
|
||||
- 🚫 Do not create an overly long summary
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: All explored alignment sections (02a through 02j)
|
||||
- Focus: Summary section of the alignment document
|
||||
- Limits: Brief key points only
|
||||
- Dependencies: All exploration steps (02a-02j) must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Explore the Summary
|
||||
|
||||
Explore the summary.
|
||||
|
||||
**Reference**: `{sectionRoutingFile}` (Section 10: Summary)
|
||||
|
||||
**Questions to explore**:
|
||||
- "What are the key points?"
|
||||
- "What should stakeholders remember?"
|
||||
- "What's the main takeaway?"
|
||||
|
||||
**Keep it brief** - Summary of key points (let readers draw their own conclusion)
|
||||
|
||||
### 2. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-03a-reflect-back"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the user has identified key summary points will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Key takeaways from all sections are identified
|
||||
- Summary is brief and compelling
|
||||
- User feels all sections are well represented
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Writing the summary without user input
|
||||
- Creating an overly long summary
|
||||
- Missing key points from explored sections
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,114 @@
|
||||
---
|
||||
name: 'step-03a-reflect-back'
|
||||
description: 'Synthesize and reflect back understanding of all explored sections before creating the alignment document'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-03b-synthesize-document.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 17: Reflect Back What You've Captured
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Reflect back the complete understanding from all explored sections, confirm accuracy with the user before proceeding to document synthesis.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on reflecting back and confirming understanding
|
||||
- 🚫 FORBIDDEN to proceed to document synthesis without user confirmation
|
||||
- 💬 Approach: Summarize each section, ask for corrections
|
||||
- 📋 This is a quality gate - ensure accuracy before creating the document
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Reflect back complete understanding for confirmation
|
||||
- 💾 Note any adjustments or corrections from user
|
||||
- 📖 Reference all captured content from exploration steps
|
||||
- 🚫 Do not skip confirmation - this is a critical quality gate
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: All explored sections (01a through 02k)
|
||||
- Focus: Verification and confirmation of captured understanding
|
||||
- Limits: Reflect only - do not create the document yet
|
||||
- Dependencies: All exploration steps must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Reflect Back What You've Captured
|
||||
|
||||
**After covering all sections** (in whatever order made sense):
|
||||
|
||||
Reflect back what you've captured:
|
||||
|
||||
"I've explored [list sections covered] with you. Let me reflect back what I understand:
|
||||
|
||||
- **The Realization**: [summarize their realization]
|
||||
- **Why It Matters**: [summarize why it matters and who we help]
|
||||
- **How We See It Working**: [summarize solution approach]
|
||||
- **Recommended Solution**: [summarize preferred approach]
|
||||
- **The Path Forward**: [summarize work approach]
|
||||
- **The Value We'll Create**: [summarize value and success metrics]
|
||||
- **Cost of Inaction**: [summarize consequences]
|
||||
- **Our Commitment**: [summarize resources and risks]
|
||||
- **Summary**: [summarize key points]
|
||||
|
||||
Does this capture what you want in your alignment document? Anything you'd like to adjust or clarify?"
|
||||
|
||||
### 2. Handle Adjustments
|
||||
|
||||
If user wants adjustments, make them and re-reflect until confirmed.
|
||||
|
||||
### 3. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-03b-synthesize-document"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the user has confirmed the reflected understanding is accurate will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Complete understanding is reflected back to user
|
||||
- User confirms accuracy or adjustments are made
|
||||
- All sections are represented in the reflection
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Skipping the reflection and jumping to document creation
|
||||
- Not asking for confirmation
|
||||
- Missing sections in the reflection
|
||||
- Proceeding despite user indicating inaccuracies
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,121 @@
|
||||
---
|
||||
name: 'step-03b-synthesize-document'
|
||||
description: 'Create the alignment document from all explored and confirmed sections'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-03d-present-approval.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 18: Synthesize Alignment Document
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Create the alignment document from all explored sections, using framework thinking to build a clear, compelling narrative.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on synthesizing the alignment document from confirmed content
|
||||
- 🚫 FORBIDDEN to add new content not confirmed in the reflection step
|
||||
- 💬 Approach: Crystallize into a clear, compelling narrative
|
||||
- 📋 Format must be clear, brief, readable in 2-3 minutes
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Create the alignment document using confirmed content
|
||||
- 💾 Save to `docs/1-project-brief/pitch.md`
|
||||
- 📖 Use template at `../../1-project-brief/templates/pitch.template.md`
|
||||
- 🚫 Do not add content that wasn't confirmed in step-03a
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: All confirmed content from step-03a reflection
|
||||
- Focus: Document synthesis and creation
|
||||
- Limits: Only use confirmed content
|
||||
- Dependencies: step-03a must be completed with user confirmation
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Crystallize into a Compelling Narrative
|
||||
|
||||
**After confirming understanding**:
|
||||
|
||||
Help crystallize into a clear, compelling narrative using framework thinking:
|
||||
- **Realization -> Why It Matters -> How We See It Working -> Value We'll Create**
|
||||
- **Realization -> Agitate (Cost of Inaction) -> Solve (Solution) -> Commitment**
|
||||
|
||||
### 2. Framework Check
|
||||
|
||||
**Framework check**: Does the alignment document flow logically?
|
||||
- Realization is clear and evidence-backed
|
||||
- Why it matters and who we help is understood
|
||||
- Solution addresses the realization
|
||||
- Commitment is reasonable and risks acknowledged
|
||||
- Cost of inaction makes the case
|
||||
- Value we'll create justifies the commitment
|
||||
|
||||
### 3. Create Alignment Document
|
||||
|
||||
**Output file**: `docs/1-project-brief/pitch.md` (deliverable name: "pitch")
|
||||
|
||||
**Format**: Clear, brief, readable in 2-3 minutes
|
||||
|
||||
**Structure**: Use the 10-section structure covered in the exploration
|
||||
|
||||
**Template reference**: `../../1-project-brief/templates/pitch.template.md`
|
||||
|
||||
**Ask**: "Does this present your idea in the best light?"
|
||||
|
||||
### 4. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to Present for Approval"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the alignment document is created and user is satisfied will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Alignment document is created with all confirmed content
|
||||
- Document flows logically and is compelling
|
||||
- Document is brief and readable in 2-3 minutes
|
||||
- User confirms the document presents their idea well
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Adding content not confirmed in the reflection step
|
||||
- Creating a document that's too long or unfocused
|
||||
- Not saving to the correct output location
|
||||
- Proceeding without user satisfaction with the document
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,126 @@
|
||||
---
|
||||
name: 'step-03d-present-approval'
|
||||
description: 'Present the alignment document for stakeholder review and guide next steps'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-04a-offer-signoff.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 20: Present Alignment Document for Approval
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Present the completed alignment document and guide the user through the stakeholder review, feedback, and acceptance process.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on presenting the document and guiding approval process
|
||||
- 🚫 FORBIDDEN to rush the approval process or skip stakeholder feedback
|
||||
- 💬 Approach: Present document, explain next steps, support iteration
|
||||
- 📋 The alignment phase is collaborative - support negotiation and iteration
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Present document and guide through approval process
|
||||
- 💾 Track any changes made based on stakeholder feedback
|
||||
- 📖 Reference the alignment document at `docs/1-project-brief/pitch.md`
|
||||
- 🚫 Do not skip the feedback and iteration loop
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Complete alignment document (and strategic context if created)
|
||||
- Focus: Presentation and approval process
|
||||
- Limits: Do not create signoff document until alignment is accepted
|
||||
- Dependencies: step-03b (and optionally step-03c) must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Present the Alignment Document
|
||||
|
||||
**Present the alignment document for review and approval**:
|
||||
|
||||
"I've created your alignment document at `docs/1-project-brief/pitch.md`.
|
||||
|
||||
This alignment document is ready to share with your stakeholders. It's designed to be clear, brief, and compelling - readable in just 2-3 minutes.
|
||||
|
||||
**Next steps**:
|
||||
1. Share the alignment document with stakeholders for review
|
||||
2. Gather their feedback - we can negotiate and make changes
|
||||
3. Update the alignment document until everyone is on board
|
||||
4. Once the alignment document is accepted and everyone is aligned on the idea, why, what, how, budget, and commitment
|
||||
5. **After acceptance**, I'll generate the signoff document (contract/service agreement/signoff) to secure the commitment
|
||||
6. Then we'll proceed to create the full Project Brief
|
||||
|
||||
**Remember**: The alignment phase is collaborative - we can negotiate and iterate until everyone is on the same page. The signoff document comes after acceptance to formalize the commitment. WDS has your back - we'll help you get alignment and secure commitment before starting the work!
|
||||
|
||||
Would you like to:
|
||||
- Review the alignment document together and make any adjustments before sharing?
|
||||
- Proceed to share it with stakeholders for feedback?
|
||||
- Make changes based on stakeholder feedback?
|
||||
- Or something else?"
|
||||
|
||||
### 2. Handle Decision Point
|
||||
|
||||
**If user wants to make changes**:
|
||||
- Update the alignment document
|
||||
- Return to this step after changes
|
||||
|
||||
**If alignment document is accepted**:
|
||||
Continue to step-04a-offer-signoff.md
|
||||
|
||||
**If user wants to skip signoff**:
|
||||
Proceed to Project Brief workflow
|
||||
|
||||
### 3. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-04a-offer-signoff"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the alignment document is accepted by stakeholders will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Alignment document is presented clearly with next steps
|
||||
- User understands the feedback and iteration process
|
||||
- Stakeholder acceptance is confirmed before proceeding
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Rushing past the approval process
|
||||
- Not supporting iteration based on feedback
|
||||
- Creating signoff document before alignment is accepted
|
||||
- Skipping stakeholder review
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,121 @@
|
||||
---
|
||||
name: 'step-04a-offer-signoff'
|
||||
description: 'Offer to generate signoff document after alignment acceptance with document type options'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-04b-determine-business-model.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 21: Offer to Generate Signoff Document
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Offer to create a signoff document after alignment acceptance, presenting document type options and routing to the correct path.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on offering signoff document options and routing
|
||||
- 🚫 FORBIDDEN to force signoff creation - user can skip
|
||||
- 💬 Approach: Present clear options, explain each document type
|
||||
- 📋 Route to contract path (step-04b) for external, or internal signoff path (step-06a)
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Present signoff document type options
|
||||
- 💾 Record user's choice for routing
|
||||
- 📖 Reference the accepted alignment document
|
||||
- 🚫 Do not begin building signoff content yet
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Accepted alignment document
|
||||
- Focus: Signoff document type selection
|
||||
- Limits: Selection only - do not build content yet
|
||||
- Dependencies: Alignment document must be accepted (step-03d)
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Offer Signoff Document Options
|
||||
|
||||
**After the alignment document is accepted by stakeholders**, offer to create a signoff document:
|
||||
|
||||
"Great! The alignment document has been accepted and everyone is aligned on the idea, why, what, how, budget, and commitment.
|
||||
|
||||
Now let's secure this commitment with a signoff document. This will formalize what everyone has agreed to and ensure everyone stays committed to making this project happen.
|
||||
|
||||
**What type of document do you need?**
|
||||
|
||||
1. **Project Contract** - If you're a consultant and the client has approved the alignment document
|
||||
2. **Service Agreement** - If you're a founder/owner and suppliers have approved the alignment document
|
||||
3. **Project Signoff Document** - If this is an internal company project and stakeholders have approved
|
||||
- *Note: If you have an existing company signoff document format, you can upload it and I'll adapt it to match your company's format*
|
||||
4. **Skip** - If you don't need a formal document right now
|
||||
|
||||
Which applies to your situation?
|
||||
|
||||
**Remember**: WDS helps with alignment - the alignment document got everyone on the same page, and this signoff document secures the commitment before we start building something that makes the world a better place!"
|
||||
|
||||
### 2. Handle Decision Point
|
||||
|
||||
**If user chooses "Skip"**:
|
||||
- Acknowledge: "No problem! The alignment document is ready to share. You can always generate a signoff document later if needed."
|
||||
- Proceed to Project Brief workflow
|
||||
|
||||
**If user chooses Project Contract or Service Agreement**:
|
||||
Continue to step-04b-determine-business-model.md (for external contracts)
|
||||
|
||||
**If user chooses Project Signoff Document**:
|
||||
Route to step-06a-build-internal-signoff.md (for internal signoff)
|
||||
|
||||
### 3. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-04b-determine-business-model (or step-06a for internal signoff)"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile} (or step-06a for internal)
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the user has selected a document type will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- All document type options are clearly presented
|
||||
- User's choice is captured and routing is correct
|
||||
- Skip option is respected if chosen
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Forcing signoff creation when user wants to skip
|
||||
- Not presenting all options
|
||||
- Routing to wrong path based on document type
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,124 @@
|
||||
---
|
||||
name: 'step-04b-determine-business-model'
|
||||
description: 'Determine the business model for external contracts before building contract sections'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-05a-contract-overview.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 22: Determine Business Model
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Determine how the service will be paid for before building contract sections - the business model determines contract structure.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on determining the business model
|
||||
- 🚫 FORBIDDEN to choose the business model for the user
|
||||
- 💬 Approach: Present all options with clear explanations and examples
|
||||
- 📋 The selected model determines how all contract sections are structured
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Help user select the appropriate business model
|
||||
- 💾 Record the business model selection for contract building
|
||||
- 📖 This selection affects all subsequent contract sections
|
||||
- 🚫 Do not begin building contract sections yet
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Accepted alignment document, signoff type selection
|
||||
- Focus: Business model selection
|
||||
- Limits: Selection only - do not build contract yet
|
||||
- Dependencies: step-04a must be completed with external contract selection
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Present Business Model Options
|
||||
|
||||
**Before building contract sections**, determine the business model:
|
||||
|
||||
"First, let's determine the business model - how will this service be paid for? This helps us structure the contract correctly.
|
||||
|
||||
**What business model fits this project?**
|
||||
|
||||
1. **Fixed-Price Project** - Set price for a defined scope of work
|
||||
- Best for: Projects with clear deliverables and scope
|
||||
- Includes: Not-to-exceed clause, upfront payment recommended
|
||||
- Example: "$50,000 for complete website redesign with 5 pages"
|
||||
|
||||
2. **Hourly/Time-Based** - Pay for actual time worked
|
||||
- Best for: Ongoing work, uncertain scope, flexible requirements
|
||||
- Includes: Hourly rate, time tracking, optional not-to-exceed cap
|
||||
- Example: "$150/hour, estimated 200 hours"
|
||||
|
||||
3. **Retainer** - Monthly commitment with minimum hours
|
||||
- Best for: Ongoing support, regular availability needed
|
||||
- Includes: Monthly retainer amount, minimum hours, availability expectations, hourly rate for overage
|
||||
- Example: "$5,000/month retainer for 20 hours minimum, $200/hour for additional hours"
|
||||
|
||||
4. **Hybrid** - Combination of models (e.g., retainer + project work)
|
||||
- Best for: Complex arrangements with multiple work types
|
||||
- Includes: Multiple payment structures combined
|
||||
|
||||
Which model fits your situation?"
|
||||
|
||||
### 2. Confirm Understanding
|
||||
|
||||
**Confirm understanding**: "So you've chosen [model]. This means [brief explanation of what this means for the contract]."
|
||||
|
||||
**Note the selection**: This will determine which sections we include and how we configure payment terms, not-to-exceed, availability, etc.
|
||||
|
||||
### 3. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-05a-contract-overview"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the business model is selected and confirmed will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- All business model options are clearly presented with examples
|
||||
- User's selection is captured and confirmed
|
||||
- Implications for contract structure are understood
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Choosing the business model for the user
|
||||
- Not explaining what each model means for the contract
|
||||
- Proceeding without confirmation
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,105 @@
|
||||
---
|
||||
name: 'step-05a-contract-overview'
|
||||
description: 'Build Section 1 Project Overview of the contract from the alignment document'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-05b-contract-business-model.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 23: Build Section 1 - Project Overview
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Build the Project Overview section of the contract, pulling the realization and recommended solution from the alignment document.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on building the Project Overview section
|
||||
- 🚫 FORBIDDEN to add content not in the alignment document
|
||||
- 💬 Approach: Pull from alignment document, confirm with user
|
||||
- 📋 Sets clear expectations and context for the contract
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Build Project Overview from alignment document content
|
||||
- 💾 Add to contract document
|
||||
- 📖 Pull from alignment document (pitch)
|
||||
- 🚫 Do not invent content not present in the alignment document
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Alignment document, business model selection
|
||||
- Focus: Contract Section 1 - Project Overview
|
||||
- Limits: Only project overview content
|
||||
- Dependencies: step-04b must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Build Section 1: Project Overview
|
||||
|
||||
**Section 1: Project Overview**
|
||||
|
||||
**Background**: Establishes what the project is about
|
||||
|
||||
**What it does**: Defines the realization and solution from the alignment document
|
||||
|
||||
**Purpose**: Sets clear expectations and context
|
||||
|
||||
**Content**: Pull from alignment document (pitch):
|
||||
- **The Realization**: {{realization}}
|
||||
- **Recommended Solution**: {{recommended_solution}}
|
||||
|
||||
**Explain to user**: "This section establishes what the project is about. I'll pull the realization and recommended solution from your alignment document."
|
||||
|
||||
### 2. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-05b-contract-business-model"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the Project Overview section is built and confirmed will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Project Overview accurately reflects alignment document
|
||||
- Realization and recommended solution are clearly stated
|
||||
- User confirms the section
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Adding content not in the alignment document
|
||||
- Skipping user confirmation
|
||||
- Not pulling from the correct alignment document sections
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,123 @@
|
||||
---
|
||||
name: 'step-05b-contract-business-model'
|
||||
description: 'Build Section 2 Business Model of the contract based on user selection'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-05c-contract-scope.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 24: Build Section 2 - Business Model
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Build the Business Model section based on the user's selected model, explaining payment structure and key terms.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on building the Business Model contract section
|
||||
- 🚫 FORBIDDEN to change the user's business model selection
|
||||
- 💬 Approach: Structure the section based on selected model, gather specific terms
|
||||
- 📋 This is the foundation for all payment-related sections
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Build Business Model section tailored to selected model
|
||||
- 💾 Add to contract document
|
||||
- 📖 Reference the business model selected in step-04b
|
||||
- 🚫 Do not change the selected business model
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Business model selection from step-04b, alignment document
|
||||
- Focus: Contract Section 2 - Business Model
|
||||
- Limits: Business model structure only
|
||||
- Dependencies: step-05a must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Build Section 2: Business Model
|
||||
|
||||
**Section 2: Business Model**
|
||||
|
||||
**Background**: Defines how the service will be paid for - critical foundation for all payment terms
|
||||
|
||||
**What it does**: Explains the selected business model and its terms
|
||||
|
||||
**Purpose**: Sets clear expectations about payment structure, prevents misunderstandings
|
||||
|
||||
**Content**: Based on user's selection from step-04b
|
||||
|
||||
**For each business model, include**:
|
||||
|
||||
**If Fixed-Price Project**:
|
||||
- Model name: "Fixed-Price Project"
|
||||
- Description: "This contract uses a fixed-price model. The contractor commits to deliver the specified scope of work for the agreed price, regardless of actual time or costs incurred."
|
||||
- Key terms: Total project price, what price includes/excludes, payment structure, not-to-exceed applies
|
||||
|
||||
**If Hourly/Time-Based**:
|
||||
- Model name: "Hourly/Time-Based"
|
||||
- Description: "This contract uses an hourly billing model. The client pays for actual time worked at the agreed hourly rate."
|
||||
- Key terms: Hourly rate, estimated hours, estimated total, time tracking method, billing frequency, optional not-to-exceed
|
||||
|
||||
**If Retainer**:
|
||||
- Model name: "Monthly Retainer"
|
||||
- Description: "This contract uses a retainer model. The client pays a fixed monthly amount for a minimum number of hours, with additional hours billed at the overage rate."
|
||||
- Key terms: Monthly retainer amount, minimum hours, effective hourly rate, overage rate, availability, retainer period, hour rollover, billing due date
|
||||
|
||||
**If Hybrid**:
|
||||
- Model name: "Hybrid Model"
|
||||
- Description: "This contract combines multiple payment structures."
|
||||
- Key terms: Combine terms from each component
|
||||
|
||||
### 2. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-05c-contract-scope"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the Business Model section is built and confirmed will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Business Model section matches the selected model
|
||||
- Key terms are clearly defined
|
||||
- User confirms the section accurately reflects their arrangement
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Changing the user's business model selection
|
||||
- Missing key terms for the selected model
|
||||
- Not gathering specific values from the user
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,123 @@
|
||||
---
|
||||
name: 'step-05c-contract-scope'
|
||||
description: 'Build Section 3 Scope of Work with explicit IN scope OUT of scope and deliverables'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-05d-contract-payment.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 25: Build Section 3 - Scope of Work
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Build the Scope of Work section with explicit IN scope, OUT of scope, deliverables, and path forward - preventing scope creep and setting clear boundaries.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on building the Scope of Work section
|
||||
- 🚫 FORBIDDEN to skip IN scope/OUT of scope definitions - this prevents disputes
|
||||
- 💬 Approach: Ask explicitly about what's included and excluded
|
||||
- 📋 Adapt scope section based on business model (fixed-price needs very clear boundaries)
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Build Scope of Work with clear boundaries
|
||||
- 💾 Add to contract document
|
||||
- 📖 Pull path forward and deliverables from alignment document
|
||||
- 🚫 Do not skip explicit IN/OUT scope definitions
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Alignment document, business model, contract sections 1-2
|
||||
- Focus: Contract Section 3 - Scope of Work
|
||||
- Limits: Scope definition only
|
||||
- Dependencies: step-05b must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Build Section 3: Scope of Work
|
||||
|
||||
**Section 3: Scope of Work**
|
||||
|
||||
**Background**: Defines exactly what will be delivered and what won't be
|
||||
|
||||
**What it does**: Lists path forward, deliverables, explicit IN scope, and explicit OUT of scope
|
||||
|
||||
**Purpose**: Prevents scope creep and sets clear boundaries - critical for avoiding disputes
|
||||
|
||||
**Why this matters**:
|
||||
- Most contract disputes arise from unclear scope
|
||||
- Clear IN/OUT scope prevents misunderstandings
|
||||
- Protects both parties from scope creep
|
||||
- Sets expectations upfront
|
||||
|
||||
**Content to gather**:
|
||||
1. **The Path Forward**: Pull from alignment document (path_forward) - how the work will be done
|
||||
2. **Deliverables**: Pull from alignment document (deliverables_list) - what will be delivered
|
||||
3. **IN Scope**: Ask user explicitly - "What work is explicitly included? Be specific about what's covered."
|
||||
4. **OUT of Scope**: Ask user explicitly - "What work is explicitly NOT included? What would require a change order?"
|
||||
|
||||
**Important**: Based on business model, adapt scope section:
|
||||
- **Fixed-Price**: Must have very clear IN scope and OUT of scope (critical for fixed-price - this protects both parties)
|
||||
- **Hourly**: Can be more flexible, but still define boundaries to prevent misunderstandings
|
||||
- **Retainer**: Define what types of work are included in retainer vs. project work
|
||||
- **Hybrid**: Define scope for each component separately
|
||||
|
||||
**What to ask user**:
|
||||
- "Let's be very clear about what's included and what's not. What work is explicitly IN scope for this contract?"
|
||||
- "What work is explicitly OUT of scope? What would require a change order?"
|
||||
- "Are there any assumptions about what's included that we should document?"
|
||||
|
||||
### 2. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-05d-contract-payment"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the Scope of Work section is built with clear IN/OUT scope will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Clear IN scope and OUT of scope definitions
|
||||
- Deliverables are explicitly listed
|
||||
- Scope is adapted to business model
|
||||
- User confirms the scope boundaries
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Skipping IN scope/OUT of scope definitions
|
||||
- Not adapting scope to business model
|
||||
- Creating vague scope that invites disputes
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,138 @@
|
||||
---
|
||||
name: 'step-05d-contract-payment'
|
||||
description: 'Build Section 4 Payment Terms tailored to the selected business model'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-05e-contract-timeline.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 26: Build Section 4 - Our Commitment & Payment Terms
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Build the payment terms section tailored to the selected business model, covering costs, payment schedule, and financial expectations.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on building the Payment Terms section
|
||||
- 🚫 FORBIDDEN to skip explaining why certain payment structures are fair
|
||||
- 💬 Approach: Tailor to business model, explain fairness, gather specific terms
|
||||
- 📋 Transparency builds trust - explain the reasoning behind payment structures
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Build payment terms tailored to business model
|
||||
- 💾 Add to contract document
|
||||
- 📖 Pull commitment info from alignment document, add payment specifics
|
||||
- 🚫 Do not use generic payment terms - tailor to business model
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Business model, alignment document, contract sections 1-3
|
||||
- Focus: Contract Section 4 - Our Commitment & Payment Terms
|
||||
- Limits: Payment terms only
|
||||
- Dependencies: step-05c must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Build Section 4: Our Commitment & Payment Terms
|
||||
|
||||
**Section 4: Our Commitment & Payment Terms**
|
||||
|
||||
**Background**: Financial commitment needed and payment structure - tailored to business model
|
||||
|
||||
**What it does**: States costs, payment schedule, and payment terms based on selected business model
|
||||
|
||||
**Purpose**: Clear financial expectations - transparency builds trust
|
||||
|
||||
**Why this matters**:
|
||||
- Protects supplier from non-payment risk
|
||||
- Ensures client commits financially to the project
|
||||
- Provides cash flow for supplier to deliver quality work
|
||||
- Prevents disputes about payment timing
|
||||
|
||||
**Adapt based on business model**:
|
||||
|
||||
**If Fixed-Price Project**:
|
||||
- **User options for payment structure**:
|
||||
- **50% upfront, 50% on completion**: Fair split, supplier gets commitment, client retains leverage
|
||||
- **100% upfront**: Full commitment, supplier assumes all risk, client gets best price
|
||||
- **30% upfront, 70% on completion**: Lower upfront, more risk for supplier
|
||||
- **Milestone payments**: Payments tied to specific deliverables or project phases
|
||||
- **Payment on completion**: All payment at end (risky for supplier, not recommended)
|
||||
- **Why upfront payment is fair**:
|
||||
- Supplier assumes risk in fixed-price contracts
|
||||
- Cost overruns are supplier's problem
|
||||
- Client gets price certainty
|
||||
- Upfront payment shows commitment
|
||||
- Enables quality delivery
|
||||
- **What to ask user**: "For fixed-price contracts, upfront payment is fair since you're assuming the risk. Would you like 50% upfront and 50% on completion, or 100% upfront?"
|
||||
|
||||
**If Hourly/Time-Based**:
|
||||
- Billing frequency, payment terms (Net 15, Net 30), time tracking, invoice format
|
||||
- **What to ask user**: "How often would you like to be invoiced? What payment terms work for you?"
|
||||
|
||||
**If Retainer**:
|
||||
- Monthly retainer amount, due date, minimum hours, overage billing, hour rollover
|
||||
- **What to ask user**: "When should the retainer be due each month? How should we handle unused hours?"
|
||||
|
||||
**If Hybrid**:
|
||||
- Combine payment terms from each component
|
||||
|
||||
**Content**: Pull from alignment document (our_commitment), add payment schedule and terms based on business model
|
||||
|
||||
**Fairness note**: Tailor to business model - for fixed-price emphasize upfront payment fairness, for retainer emphasize commitment and availability
|
||||
|
||||
### 2. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-05e-contract-timeline"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the Payment Terms section is built and confirmed will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Payment terms are tailored to business model
|
||||
- Specific amounts, schedules, and terms are captured
|
||||
- Fairness is explained transparently
|
||||
- User confirms the terms
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Using generic payment terms not tailored to model
|
||||
- Skipping fairness explanation
|
||||
- Not gathering specific payment details from user
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,111 @@
|
||||
---
|
||||
name: 'step-05e-contract-timeline'
|
||||
description: 'Build Section 5 Timeline with milestones and delivery dates'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-05f-contract-availability.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 27: Build Section 5 - Timeline
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Build the Timeline section defining when work will happen, key milestones, and delivery dates.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on building the Timeline section
|
||||
- 🚫 FORBIDDEN to invent deadlines without user input
|
||||
- 💬 Approach: Extract from alignment document and gather specifics
|
||||
- 📋 Sets expectations for delivery dates
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Build Timeline with milestones and dates
|
||||
- 💾 Add to contract document
|
||||
- 📖 Extract from Work Plan or Investment Required from alignment document
|
||||
- 🚫 Do not create fictional timelines
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Alignment document, business model, contract sections 1-4
|
||||
- Focus: Contract Section 5 - Timeline
|
||||
- Limits: Timeline content only
|
||||
- Dependencies: step-05d must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Build Section 5: Timeline
|
||||
|
||||
**Section 5: Timeline**
|
||||
|
||||
**Background**: When work will happen
|
||||
|
||||
**What it does**: Defines schedule and milestones
|
||||
|
||||
**Purpose**: Sets expectations for delivery dates
|
||||
|
||||
**Content**: Extract from Work Plan or Investment Required from alignment document
|
||||
|
||||
**What to include**:
|
||||
- Key milestones
|
||||
- Delivery dates
|
||||
- Critical deadlines
|
||||
|
||||
### 2. Route Based on Business Model
|
||||
|
||||
**If Retainer model**: Continue to step-05f-contract-availability.md (availability section applies)
|
||||
**If not Retainer**: Continue to step-05g-contract-confidentiality.md (skip availability)
|
||||
|
||||
### 3. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-05f-contract-availability (or step-05g if not Retainer)"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile} (or step-05g if not Retainer)
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the Timeline section is built and confirmed will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Key milestones and delivery dates are captured
|
||||
- Timeline is realistic and agreed upon
|
||||
- Correct routing based on business model
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Inventing deadlines without user input
|
||||
- Not routing correctly based on business model
|
||||
- Skipping milestone definition
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,114 @@
|
||||
---
|
||||
name: 'step-05f-contract-availability'
|
||||
description: 'Build Section 6 Availability for retainer contracts defining response times and working hours'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-05g-contract-confidentiality.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 28: Build Section 6 - Availability (Retainer Only)
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Build the Availability section for retainer contracts, defining when the contractor is available, response times, and working hours expectations.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on building the Availability section (retainer only)
|
||||
- 🚫 FORBIDDEN to set availability expectations without user input
|
||||
- 💬 Approach: Ask about business hours, response times, meeting availability
|
||||
- 📋 Only applies to retainer model - skip for other models
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Build Availability section for retainer contracts
|
||||
- 💾 Add to contract document
|
||||
- 📖 This section only applies to retainer model
|
||||
- 🚫 Do not assume availability expectations
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Business model (retainer), contract sections 1-5
|
||||
- Focus: Contract Section 6 - Availability
|
||||
- Limits: Retainer contracts only
|
||||
- Dependencies: step-05e must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Build Section 6: Availability (Only for Retainer model)
|
||||
|
||||
**Section 6: Availability** (Only for Retainer model)
|
||||
|
||||
**Background**: Defines when contractor is available for retainer work
|
||||
|
||||
**What it does**: Sets expectations for response times, working hours, availability windows
|
||||
|
||||
**Purpose**: Ensures client knows when they can expect work to be done
|
||||
|
||||
**Why this matters**:
|
||||
- Retainer clients need to know when contractor is available
|
||||
- Sets realistic expectations for response times
|
||||
- Prevents misunderstandings about availability
|
||||
|
||||
**What to include**:
|
||||
- **Business hours**: (e.g., "Monday-Friday, 9am-5pm EST")
|
||||
- **Response time**: (e.g., "2-3 business days for non-urgent requests")
|
||||
- **Availability for meetings**: (e.g., "Available for scheduled calls during business hours")
|
||||
- **Urgent requests**: (e.g., "Urgent requests may incur additional fees")
|
||||
|
||||
**What to ask user**: "What availability expectations do you have? What response times work for you?"
|
||||
|
||||
**Content**: Define availability expectations based on retainer agreement
|
||||
|
||||
### 2. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-05g-contract-confidentiality"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the Availability section is built (if applicable) will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Availability expectations are clearly defined for retainer
|
||||
- Business hours, response times, and meeting availability are captured
|
||||
- User confirms the expectations are realistic
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Setting availability expectations without user input
|
||||
- Applying this section to non-retainer contracts
|
||||
- Skipping key availability definitions
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,119 @@
|
||||
---
|
||||
name: 'step-05g-contract-confidentiality'
|
||||
description: 'Build Section 7 Confidentiality Clause protecting sensitive information for both parties'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-05h-contract-not-to-exceed.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 29: Build Section 7 - Confidentiality Clause
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Build the Confidentiality clause protecting sensitive information shared during the project - mutual protection that builds trust.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on building the Confidentiality section
|
||||
- 🚫 FORBIDDEN to skip asking about confidentiality needs
|
||||
- 💬 Approach: Present options, explain mutual protection, gather preferences
|
||||
- 📋 Emphasize mutual protection - this builds trust between parties
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Build Confidentiality clause based on user needs
|
||||
- 💾 Add to contract document
|
||||
- 📖 Use standard confidentiality language, customize based on user choices
|
||||
- 🚫 Do not assume confidentiality level without asking
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Business model, contract sections 1-6
|
||||
- Focus: Contract Section 7 - Confidentiality
|
||||
- Limits: Confidentiality clause only
|
||||
- Dependencies: step-05f (or step-05e if not retainer) must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Build Section 7: Confidentiality Clause
|
||||
|
||||
**Section 7: Confidentiality Clause**
|
||||
|
||||
**Background**: Protects sensitive information shared during the project
|
||||
|
||||
**What it does**: Requires both parties to keep project information confidential
|
||||
|
||||
**Purpose**: Protects proprietary information, business strategies, and trade secrets - mutual protection builds trust
|
||||
|
||||
**Why this matters**:
|
||||
- Without this clause, either party could share sensitive project details with competitors
|
||||
- Protects your business secrets, customer data, and strategic plans
|
||||
- Builds trust by showing mutual respect for confidentiality
|
||||
- Prevents legal disputes about information sharing
|
||||
|
||||
**User options**:
|
||||
- **Standard confidentiality** (recommended): Both parties keep all project information confidential
|
||||
- **Limited confidentiality**: Only specific information types are confidential (e.g., financial data only)
|
||||
- **One-way confidentiality**: Only one party is bound (rare, usually for public projects)
|
||||
- **Duration**: How long confidentiality lasts (typically 2-5 years, or indefinitely for trade secrets)
|
||||
- **Exceptions**: What's NOT confidential (public info, independently developed, required by law)
|
||||
|
||||
**What to ask user**: "Do you have sensitive information that needs protection? How long should confidentiality last? (Typically 2-5 years)"
|
||||
|
||||
**Content**: Standard confidentiality language (see template), customized based on user choices
|
||||
|
||||
**Fairness note**: "This protects both parties equally - your sensitive info stays private, and I'm protected too"
|
||||
|
||||
### 2. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-05h-contract-not-to-exceed"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the Confidentiality section is built and confirmed will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Confidentiality level is appropriate for the project
|
||||
- Duration and exceptions are defined
|
||||
- Mutual protection is emphasized
|
||||
- User confirms the clause
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Skipping confidentiality discussion
|
||||
- Assuming confidentiality level without asking
|
||||
- Not emphasizing mutual protection
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,126 @@
|
||||
---
|
||||
name: 'step-05h-contract-not-to-exceed'
|
||||
description: 'Build Section 8 Not to Exceed Clause conditionally based on business model'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-05i-contract-work-initiation.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 30: Build Section 8 - Not to Exceed Clause (Conditional)
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Build the Not-to-Exceed clause based on business model - required for fixed-price, optional for hourly, not applicable for retainer.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on building the Not-to-Exceed clause based on business model
|
||||
- 🚫 FORBIDDEN to skip this for fixed-price contracts - it's required
|
||||
- 💬 Approach: Explain why this matters, gather specifics based on model
|
||||
- 📋 Protects both parties from unexpected cost overruns and scope creep
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Build Not-to-Exceed clause conditionally based on business model
|
||||
- 💾 Add to contract document (if applicable)
|
||||
- 📖 Reference business model from step-04b
|
||||
- 🚫 Do not skip for fixed-price contracts
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Business model, contract sections 1-7
|
||||
- Focus: Contract Section 8 - Not to Exceed (conditional)
|
||||
- Limits: Only applicable based on business model
|
||||
- Dependencies: step-05g must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Determine Applicability
|
||||
|
||||
**Section 8: Not to Exceed Clause** (Conditional - applies to Fixed-Price and optionally Hourly)
|
||||
|
||||
**When this section applies**:
|
||||
- **Fixed-Price Project**: REQUIRED - This is the project price cap
|
||||
- **Hourly/Time-Based**: OPTIONAL - Can include optional not-to-exceed cap if desired
|
||||
- **Retainer**: NOT APPLICABLE - Retainer already has monthly cap
|
||||
- **Hybrid**: CONDITIONAL - May apply to fixed-price components
|
||||
|
||||
### 2. Build Section If Applicable
|
||||
|
||||
**If applicable, include**:
|
||||
|
||||
**Why this matters**:
|
||||
- Without this clause, costs could spiral out of control (fixed-price)
|
||||
- Protects your budget from unexpected expenses
|
||||
- Prevents scope creep by requiring approval for additional work
|
||||
- Ensures contractor gets paid fairly for extra work through change orders
|
||||
- Creates clear boundaries that prevent misunderstandings
|
||||
|
||||
**User options**:
|
||||
- **Fixed budget cap**: Hard limit that cannot be exceeded without new agreement
|
||||
- **Soft cap with buffer**: Cap with small percentage buffer (e.g., 10%) for minor overruns
|
||||
- **Cap with change order process**: Cap exists, but change orders can adjust it with approval
|
||||
|
||||
**What to ask user**:
|
||||
- **For Fixed-Price**: "The not-to-exceed amount is [total_amount]. This protects both parties from cost overruns. Any work beyond the original scope requires a change order."
|
||||
- **For Hourly**: "Would you like to set an optional not-to-exceed cap? This protects your budget while still allowing flexibility."
|
||||
|
||||
**Content**:
|
||||
- **Fixed-Price**: Not-to-exceed = total project price
|
||||
- **Hourly**: Optional cap amount if user wants one
|
||||
|
||||
**Fairness note**: "This protects your budget while ensuring I get paid fairly for additional work if needed through the change order process"
|
||||
|
||||
### 3. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-05i-contract-work-initiation"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the Not-to-Exceed section is handled (built or correctly skipped) will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Clause is included for fixed-price contracts (required)
|
||||
- Optional cap is offered for hourly contracts
|
||||
- Retainer correctly skips this section
|
||||
- Fairness is explained
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Skipping for fixed-price contracts
|
||||
- Including for retainer contracts
|
||||
- Not explaining the purpose and fairness of the clause
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,117 @@
|
||||
---
|
||||
name: 'step-05i-contract-work-initiation'
|
||||
description: 'Build Section 9 Work Initiation specifying when work can begin'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-05j-contract-terms.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 31: Build Section 9 - Work Initiation
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Build the Work Initiation section specifying exactly when work can begin - protecting both parties from unauthorized work or charges.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on building the Work Initiation section
|
||||
- 🚫 FORBIDDEN to assume when work should begin without asking
|
||||
- 💬 Approach: Present options, let user choose
|
||||
- 📋 Prevents unauthorized work and establishes clear timeline
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Build Work Initiation section with clear start conditions
|
||||
- 💾 Add to contract document
|
||||
- 📖 User selects from work initiation options
|
||||
- 🚫 Do not assume start conditions
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Business model, contract sections 1-8
|
||||
- Focus: Contract Section 9 - Work Initiation
|
||||
- Limits: Work initiation conditions only
|
||||
- Dependencies: step-05h must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Build Section 9: Work Initiation
|
||||
|
||||
**Section 9: Work Initiation**
|
||||
|
||||
**Background**: Specifies exactly when work can begin
|
||||
|
||||
**What it does**: Defines start date or conditions before work begins
|
||||
|
||||
**Purpose**: Prevents unauthorized work, establishes timeline, protects both parties
|
||||
|
||||
**Why this matters**:
|
||||
- Without this clause, work might begin before contract is fully executed
|
||||
- Prevents disputes about when work actually started
|
||||
- Protects contractor from doing unpaid work
|
||||
- Protects client from unauthorized charges
|
||||
- Establishes clear timeline expectations
|
||||
|
||||
**User options**:
|
||||
- **Upon contract signing**: Work begins immediately when both parties sign
|
||||
- **Specific date**: Work begins on a set calendar date
|
||||
- **After initial payment**: Work begins when first payment/deposit is received
|
||||
- **After written notice**: Work begins when client sends written authorization
|
||||
- **Conditional start**: Work begins after specific conditions are met (e.g., materials received, approvals obtained)
|
||||
|
||||
**What to ask user**: "When should work begin? Options: immediately upon signing, a specific date, after initial payment, or when you give written notice?"
|
||||
|
||||
**Content**: Ask user when work should begin, document the chosen option clearly
|
||||
|
||||
### 2. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-05j-contract-terms"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the Work Initiation section is built and confirmed will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Clear work initiation conditions are defined
|
||||
- User's chosen option is documented
|
||||
- Both parties are protected
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Assuming when work should begin
|
||||
- Skipping this section
|
||||
- Not presenting all options
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,114 @@
|
||||
---
|
||||
name: 'step-05j-contract-terms'
|
||||
description: 'Build Section 10 Terms and Conditions covering legal framework for the agreement'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-05k-contract-approval.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 32: Build Section 10 - Terms and Conditions
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Build the Terms and Conditions section covering the legal framework including changes, termination, IP ownership, dispute resolution, jurisdiction, and contract language.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on building the Terms and Conditions section
|
||||
- 🚫 FORBIDDEN to skip jurisdiction and contract language questions
|
||||
- 💬 Approach: Cover all key legal sections, ask about jurisdiction and language
|
||||
- 📋 Protects both parties legally
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Build Terms and Conditions with all key legal sections
|
||||
- 💾 Add to contract document
|
||||
- 📖 Use standard terms including governing law (see template)
|
||||
- 🚫 Do not skip jurisdiction and language questions
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Business model, all previous contract sections
|
||||
- Focus: Contract Section 10 - Terms and Conditions
|
||||
- Limits: Standard legal terms - not custom legal drafting
|
||||
- Dependencies: step-05i must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Build Section 10: Terms and Conditions
|
||||
|
||||
**Section 10: Terms and Conditions**
|
||||
|
||||
**Background**: Legal framework for the agreement
|
||||
|
||||
**What it does**: Covers changes, termination, IP ownership, dispute resolution, jurisdiction
|
||||
|
||||
**Purpose**: Protects both parties legally
|
||||
|
||||
**Key sections to include**:
|
||||
- **Changes and Modifications**: How scope changes are handled (change orders)
|
||||
- **Termination**: How to exit the contract (fair notice, payment for work done)
|
||||
- **Intellectual Property**: Who owns what (usually client owns deliverables upon payment)
|
||||
- **Dispute Resolution**: How conflicts are handled (mediation/arbitration/litigation)
|
||||
- **Governing Law and Jurisdiction**: Which laws apply and where legal proceedings take place
|
||||
- **Contract Language**: Language of the contract
|
||||
|
||||
**Content**: Standard terms including governing law and jurisdiction (see template)
|
||||
|
||||
**What to ask user**:
|
||||
- "Which jurisdiction's laws should govern this contract? (e.g., 'State of California, USA', 'England and Wales')"
|
||||
- "What language should this contract be in? (e.g., English, Spanish, French)"
|
||||
- "If the contract is translated, which version should be the official one?"
|
||||
|
||||
### 2. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-05k-contract-approval"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the Terms and Conditions section is built and confirmed will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- All key legal sections are covered
|
||||
- Jurisdiction and contract language are specified
|
||||
- User confirms the terms
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Skipping jurisdiction or language questions
|
||||
- Missing key legal sections (IP, termination, dispute resolution)
|
||||
- Not confirming terms with user
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,112 @@
|
||||
---
|
||||
name: 'step-05k-contract-approval'
|
||||
description: 'Build Section 11 Approval with signature lines for both parties'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-05l-finalize-contract.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 33: Build Section 11 - Approval
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Build the Approval section with formal signature lines for both parties to make the contract legally binding.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on building the Approval section with signature lines
|
||||
- 🚫 FORBIDDEN to skip gathering party names for signatures
|
||||
- 💬 Approach: Gather names and roles, create formal signature block
|
||||
- 📋 Makes the contract legally binding
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Build Approval section with signature lines
|
||||
- 💾 Add to contract document
|
||||
- 📖 Gather party names and roles
|
||||
- 🚫 Do not use placeholder names without asking
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: All contract sections 1-10, signoff type
|
||||
- Focus: Contract Section 11 - Approval
|
||||
- Limits: Signature block only
|
||||
- Dependencies: step-05j must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Build Section 11: Approval
|
||||
|
||||
**Section 11: Approval**
|
||||
|
||||
**Background**: Formal signoff
|
||||
|
||||
**What it does**: Signature lines for both parties
|
||||
|
||||
**Purpose**: Makes the contract legally binding
|
||||
|
||||
**Content**:
|
||||
- Client and contractor names
|
||||
- Signature lines
|
||||
- Date fields
|
||||
|
||||
**For Project Contract**:
|
||||
- Client signature
|
||||
- Contractor signature
|
||||
|
||||
**For Service Agreement**:
|
||||
- Client/Owner signature
|
||||
- Service Provider signature
|
||||
|
||||
### 2. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-05l-finalize-contract"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the Approval section is built with correct party names will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Signature lines are created for both parties
|
||||
- Party names and roles are correct
|
||||
- Date fields are included
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Using placeholder names without asking
|
||||
- Missing signature lines for either party
|
||||
- Skipping this section
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,121 @@
|
||||
---
|
||||
name: 'step-05l-finalize-contract'
|
||||
description: 'Finalize the contract document review it with user and present for signing'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-06a-build-internal-signoff.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 34: Finalize Contract
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Finalize the contract document, review it with the user, present it for signing, and guide next steps toward Project Brief.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on finalizing and reviewing the contract
|
||||
- 🚫 FORBIDDEN to skip the review process
|
||||
- 💬 Approach: Review together, ask for adjustments, confirm readiness
|
||||
- 📋 This is the final quality gate before signing
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Review and finalize the contract document
|
||||
- 💾 Save contract to `docs/1-project-brief/contract.md` (or `service-agreement.md`)
|
||||
- 📖 Review all sections together with user
|
||||
- 🚫 Do not skip the review and adjustment opportunity
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Complete contract with all sections
|
||||
- Focus: Final review and presentation
|
||||
- Limits: Review only - contract is already built section by section
|
||||
- Dependencies: step-05k must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Review the Contract
|
||||
|
||||
**After building all sections**:
|
||||
|
||||
1. **Review the contract**: "I've built your contract section by section. Let me review it with you..."
|
||||
|
||||
2. **Present the contract**: "Your contract is ready at `docs/1-project-brief/contract.md` (or `service-agreement.md`)."
|
||||
|
||||
3. **Explain next steps**:
|
||||
- "Review the contract thoroughly"
|
||||
- "Both parties should sign before work begins"
|
||||
- "Once signed, we can proceed to the Project Brief workflow"
|
||||
|
||||
4. **Ask**: "Does everything look good? Any adjustments needed before signing?"
|
||||
|
||||
### 2. Handle Post-Signing
|
||||
|
||||
**Once contract is signed**:
|
||||
- Alignment achieved
|
||||
- Commitment secured
|
||||
- Legal protection in place
|
||||
- Ready to proceed to Project Brief
|
||||
|
||||
**Next**: Full Project Brief workflow
|
||||
`{project-root}/_bmad/wds/workflows/1-project-brief/workflow.md`
|
||||
|
||||
### 3. Update State
|
||||
|
||||
Update frontmatter of contract file with completion status.
|
||||
|
||||
### 4. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-06a-build-internal-signoff"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the contract is reviewed, finalized, and user is satisfied will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Contract is reviewed section by section with user
|
||||
- User confirms the contract is ready
|
||||
- Contract is saved to correct location
|
||||
- Next steps toward Project Brief are clear
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Skipping the review process
|
||||
- Not asking for adjustments
|
||||
- Not saving the contract to the correct location
|
||||
- Not explaining next steps
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,145 @@
|
||||
---
|
||||
name: 'step-06a-build-internal-signoff'
|
||||
description: 'Build internal signoff document as an alternative to external contract for internal company projects'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-06b-finalize-signoff.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 35: Build Internal Signoff Document
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Build an internal signoff document for company projects, covering goals, budget, ownership, approval workflow, and timeline - as an alternative to external contracts.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on building the internal signoff document sections
|
||||
- 🚫 FORBIDDEN to use external contract language - this is an internal document
|
||||
- 💬 Approach: Focus on goals, ownership, approval workflow - not detailed scope/hours
|
||||
- 📋 Offer to adapt to company's existing signoff format if they have one
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Build internal signoff document with all required sections
|
||||
- 💾 Save to `docs/1-project-brief/signoff.md`
|
||||
- 📖 Focus on internal company needs (goals, budget, ownership, approval)
|
||||
- 🚫 Do not use external contract language
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Accepted alignment document, internal signoff selection
|
||||
- Focus: Internal signoff document
|
||||
- Limits: Internal company document - not external contract
|
||||
- Dependencies: step-04a must be completed with internal signoff selection
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Build Internal Signoff Document
|
||||
|
||||
**For Internal Signoff Document**:
|
||||
|
||||
**Focus areas** (not detailed scope/hours):
|
||||
- Goals and success metrics
|
||||
- Budget estimates
|
||||
- Ownership and responsibility
|
||||
- Approval workflow
|
||||
- Timeline and milestones
|
||||
|
||||
**Section 1: Project Overview**
|
||||
- The Realization
|
||||
- Recommended Solution
|
||||
|
||||
**Section 2: Goals and Success Metrics**
|
||||
- What we're trying to accomplish
|
||||
- Success metrics
|
||||
- How we'll measure success
|
||||
- Key performance indicators (KPIs)
|
||||
|
||||
**Section 3: Budget and Resources**
|
||||
- Budget allocation (total budget estimate)
|
||||
- Budget breakdown (if applicable)
|
||||
- Resources needed (high-level)
|
||||
- Not-to-exceed budget cap (if applicable)
|
||||
|
||||
**Section 4: Ownership and Responsibility**
|
||||
- Project Owner
|
||||
- Process Owner
|
||||
- Key Stakeholders
|
||||
- Decision-Making Authority
|
||||
|
||||
**Section 5: Approval and Sign-Off**
|
||||
- Who needs to approve
|
||||
- Approval stages
|
||||
- Sign-off process
|
||||
- Timeline for approval
|
||||
|
||||
**Section 6: Timeline and Milestones**
|
||||
- Key milestones
|
||||
- Delivery dates
|
||||
- Critical deadlines
|
||||
|
||||
**Section 7: Optional Sections**
|
||||
- Risks and considerations (optional)
|
||||
- Confidentiality (optional)
|
||||
- The Path Forward (optional - high-level overview)
|
||||
|
||||
### 2. Company Signoff Format (Optional)
|
||||
|
||||
**Company Signoff Format (Optional)**:
|
||||
- If user has existing company format, ask: "Do you have an existing company signoff document format? You can upload it and I'll adapt it to match your format."
|
||||
|
||||
### 3. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to step-06b-finalize-signoff"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the internal signoff document is built and user is satisfied will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Internal signoff document covers all required sections
|
||||
- Document is adapted to company format if provided
|
||||
- Focus is on goals, ownership, and approval - not contract language
|
||||
- User confirms the document
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Using external contract language for internal document
|
||||
- Skipping ownership and approval sections
|
||||
- Not offering to adapt to company format
|
||||
- Missing key sections
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,118 @@
|
||||
---
|
||||
name: 'step-06b-finalize-signoff'
|
||||
description: 'Finalize the signoff document present it and guide to Project Brief workflow'
|
||||
|
||||
# File References
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 36: Finalize Signoff Document
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Finalize the signoff document, present it to the user, guide through the approval process, and route to the Project Brief workflow.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
|
||||
- ✅ Maintain a supportive and clarifying tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on finalizing the signoff document and presenting it
|
||||
- 🚫 FORBIDDEN to skip the review and adjustment opportunity
|
||||
- 💬 Approach: Present document, explain approval workflow, confirm readiness
|
||||
- 📋 This is the final step - route to Project Brief after approval
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Finalize and present the signoff document
|
||||
- 💾 Save signoff to `docs/1-project-brief/signoff.md`
|
||||
- 📖 Explain the approval workflow
|
||||
- 🚫 Do not skip the review and adjustment opportunity
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Complete signoff document
|
||||
- Focus: Final review, presentation, and routing
|
||||
- Limits: Review and finalize only
|
||||
- Dependencies: step-06a must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Present the Signoff Document
|
||||
|
||||
**After building the signoff document**:
|
||||
|
||||
1. **Present the signoff**: "Your signoff document is ready at `docs/1-project-brief/signoff.md`."
|
||||
|
||||
2. **Explain next steps**:
|
||||
- "Share with stakeholders for approval"
|
||||
- "Follow your company's approval workflow"
|
||||
- "Get all required signatures"
|
||||
- "Once approved, we can proceed to the Project Brief workflow"
|
||||
|
||||
3. **Ask**: "Does everything look good? Any adjustments needed before seeking approval?"
|
||||
|
||||
### 2. Handle Post-Approval
|
||||
|
||||
**Once signoff document is approved**:
|
||||
- Internal alignment achieved
|
||||
- Budget/resources committed
|
||||
- Stakeholders on board
|
||||
- Ready to proceed to Project Brief
|
||||
|
||||
**Next**: Full Project Brief workflow
|
||||
`{project-root}/_bmad/wds/workflows/1-project-brief/workflow.md`
|
||||
|
||||
### 3. Update State
|
||||
|
||||
Update frontmatter of signoff file with completion status.
|
||||
|
||||
### 4. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [M] Return to Activity Menu"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the signoff document is finalized, reviewed, and user is satisfied will you present the return to Activity Menu option.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Signoff document is reviewed and user is satisfied
|
||||
- Approval workflow and next steps are clearly explained
|
||||
- Document is saved to correct location
|
||||
- Route to Project Brief is clear
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Skipping the review
|
||||
- Not explaining the approval workflow
|
||||
- Not saving to correct location
|
||||
- Not providing clear path to Project Brief
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
147
_bmad/wds/workflows/0-alignment-signoff/workflow.md
Normal file
147
_bmad/wds/workflows/0-alignment-signoff/workflow.md
Normal file
@@ -0,0 +1,147 @@
|
||||
---
|
||||
name: alignment-signoff
|
||||
description: Create alignment around your idea before starting the project
|
||||
web_bundle: true
|
||||
---
|
||||
|
||||
# Alignment & Signoff Workflow
|
||||
|
||||
**Purpose**: Create alignment around your idea before starting the project
|
||||
|
||||
**When to Use**:
|
||||
- ✅ **Use Alignment & Signoff** if you need alignment with others:
|
||||
- Consultant proposing a solution to a client
|
||||
- Business hiring consultants/suppliers to build software
|
||||
- Manager/employee seeking approval for an internal project
|
||||
- Any scenario where stakeholders need to agree before starting
|
||||
|
||||
- ⏭️ **Skip Alignment & Signoff** if you're doing it yourself:
|
||||
- You have full autonomy and don't need approval
|
||||
- Go straight to the Project Brief workflow
|
||||
|
||||
---
|
||||
|
||||
## WORKFLOW ARCHITECTURE
|
||||
|
||||
### Step Processing Rules
|
||||
|
||||
1. **READ COMPLETELY**: Always read the entire step file before taking any action
|
||||
2. **FOLLOW SEQUENCE**: Execute all sections in order within a step
|
||||
3. **WAIT FOR INPUT**: Halt at decision points and wait for user
|
||||
4. **LOAD NEXT**: When directed, load and execute the next step
|
||||
|
||||
---
|
||||
|
||||
## INITIALIZATION
|
||||
|
||||
### 1. Configuration Loading
|
||||
|
||||
Load and read full config from `{project-root}/_bmad/wds/config.yaml` and resolve:
|
||||
- `project_name`, `output_folder`, `user_name`, `communication_language`
|
||||
|
||||
### 2. Design Log
|
||||
|
||||
Read `{output_folder}/_progress/00-design-log.md`. Check Current and Backlog for context.
|
||||
|
||||
### 3. Start
|
||||
|
||||
Load and execute `./steps-c/step-01a-understand-situation.md`
|
||||
|
||||
---
|
||||
|
||||
## STEPS
|
||||
|
||||
### Phase 1: Start & Understand (step-01*)
|
||||
|
||||
| Step | Name | Purpose |
|
||||
|------|------|---------|
|
||||
| 01a | Understand Situation | Assess what the user needs |
|
||||
| 01b | Determine If Needed | Check if alignment workflow is appropriate |
|
||||
| 01c | Offer Extract | Offer to extract from existing communications |
|
||||
| 01d | Extract Info | Pull information from shared documents |
|
||||
| 01e | Detect Starting Point | Route to appropriate explore section |
|
||||
|
||||
### Phase 2: Explore Sections (step-02*)
|
||||
|
||||
Explore 10 alignment document sections (flexible order):
|
||||
|
||||
| Step | Section | Topic |
|
||||
|------|---------|-------|
|
||||
| 02a | 1 | The Realization |
|
||||
| 02b | - | The Solution |
|
||||
| 02c | 2 | Why It Matters |
|
||||
| 02d | 3 | How We See It Working |
|
||||
| 02e | 4 | Paths We Explored |
|
||||
| 02f | 5 | Recommended Solution |
|
||||
| 02g | 6 | The Path Forward |
|
||||
| 02h | 7 | The Value We'll Create |
|
||||
| 02i | 8 | Cost of Inaction |
|
||||
| 02j | 9 | Our Commitment |
|
||||
| 02k | 10 | Summary |
|
||||
|
||||
### Phase 3: Synthesize & Present (step-03*)
|
||||
|
||||
| Step | Name | Purpose |
|
||||
|------|------|---------|
|
||||
| 03a | Reflect Back | Synthesize understanding, confirm |
|
||||
| 03b | Synthesize Document | Create alignment document |
|
||||
| 03d | Present for Approval | Share with stakeholders |
|
||||
|
||||
### Phase 4: Generate Signoff (step-04*)
|
||||
|
||||
| Step | Name | Purpose |
|
||||
|------|------|---------|
|
||||
| 04a | Offer Signoff | Present signoff options |
|
||||
| 04b | Determine Business Model | Route to appropriate signoff type |
|
||||
|
||||
### Phase 5: Build Contract (step-05*)
|
||||
|
||||
| Step | Section | Topic |
|
||||
|------|---------|-------|
|
||||
| 05a | 1 | Project Overview |
|
||||
| 05b | 2 | Business Model |
|
||||
| 05c | 3 | Scope of Work |
|
||||
| 05d | 4 | Payment Terms |
|
||||
| 05e | 5 | Timeline |
|
||||
| 05f | 6 | Availability |
|
||||
| 05g | 7 | Confidentiality |
|
||||
| 05h | 8 | Not to Exceed |
|
||||
| 05i | 9 | Work Initiation |
|
||||
| 05j | 10 | Terms and Conditions |
|
||||
| 05k | 11 | Approval |
|
||||
| 05l | - | Finalize Contract |
|
||||
|
||||
### Phase 6: Build Internal Signoff (step-06*)
|
||||
|
||||
| Step | Name | Purpose |
|
||||
|------|------|---------|
|
||||
| 06a | Build Internal Signoff | Create internal approval document |
|
||||
| 06b | Finalize Signoff | Complete and save |
|
||||
|
||||
---
|
||||
|
||||
## REFERENCE CONTENT
|
||||
|
||||
| Location | Purpose |
|
||||
|----------|---------|
|
||||
| `data/01-start-understand-routing.md` | Start & understand routing |
|
||||
| `data/02-explore-sections-routing.md` | Explore section frameworks |
|
||||
| `data/03-synthesize-present-routing.md` | Synthesize & present routing |
|
||||
| `data/04-generate-signoff-routing.md` | Signoff generation routing |
|
||||
| `data/05-build-contract-routing.md` | Contract building routing |
|
||||
| `data/06-build-signoff-internal-routing.md` | Internal signoff routing |
|
||||
|
||||
---
|
||||
|
||||
## OUTPUT
|
||||
|
||||
- **Alignment Document**: `{output_folder}/A-Product-Brief/pitch.md`
|
||||
- **Signoff Document**: `{output_folder}/A-Product-Brief/contract.md` (or `service-agreement.md` or `signoff.md`)
|
||||
|
||||
---
|
||||
|
||||
## AFTER COMPLETION
|
||||
|
||||
1. Update design log
|
||||
2. Proceed to Project Brief workflow:
|
||||
→ `{project-root}/_bmad/wds/workflows/1-project-brief/workflow.md`
|
||||
183
_bmad/wds/workflows/0-project-setup/steps/step-01-welcome.md
Normal file
183
_bmad/wds/workflows/0-project-setup/steps/step-01-welcome.md
Normal file
@@ -0,0 +1,183 @@
|
||||
---
|
||||
name: 'step-01-welcome'
|
||||
description: 'Welcome user to WDS introduce methodology and determine project type and alignment needs'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-02-structure.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 1: Welcome & Orientation
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Welcome the user to WDS, introduce the methodology and agents, determine if this is a greenfield or brownfield project, and assess if stakeholder alignment is needed.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Project Setup facilitator, onboarding users to WDS methodology
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring WDS methodology expertise, user brings their project knowledge
|
||||
- ✅ Maintain a welcoming and informative tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on WDS introduction, project type, and alignment assessment
|
||||
- 🚫 FORBIDDEN to skip the project type determination or assume it
|
||||
- 💬 Approach: Present information clearly, let user choose their path
|
||||
- 📋 Routing decisions here determine the entire workflow path
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Introduce WDS, determine project type, assess alignment needs
|
||||
- 💾 Record project type (greenfield/brownfield) and alignment decision
|
||||
- 📖 Present WDS overview including phases and agents
|
||||
- 🚫 Do not skip project type or alignment questions
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Fresh start - no prior project context
|
||||
- Focus: Orientation, project type, alignment needs
|
||||
- Limits: Do not configure project details yet (that is step 02)
|
||||
- Dependencies: None - this is the entry point
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Present WDS Introduction
|
||||
|
||||
**Welcome to Whiteport Design Studio (WDS)**
|
||||
|
||||
WDS is a **design methodology** that helps you create great digital products through structured workflows.
|
||||
|
||||
---
|
||||
|
||||
**What WDS Does**
|
||||
|
||||
**For NEW products** (Greenfield):
|
||||
- Phase 1: Define your vision (Project Brief)
|
||||
- Phase 2: Understand your users (Trigger Mapping)
|
||||
- Phase 3: Specify features (PRD Platform)
|
||||
- Phase 4: Design the experience (UX Design) + Hand off to developers
|
||||
- Phase 5: Build with agentic development + Validate quality
|
||||
- Phase 6: Build consistency (Design System)
|
||||
- Phase 7: Launch & Go Live
|
||||
|
||||
**For EXISTING products** (Brownfield):
|
||||
- Phase 8: Strategic improvements (Kaizen approach)
|
||||
- Limited Brief (document what exists)
|
||||
- Focused improvements (not complete redesigns)
|
||||
- Continuous iteration cycles
|
||||
|
||||
---
|
||||
|
||||
**What WDS is NOT**
|
||||
|
||||
- Not a code framework
|
||||
- Not a UI library
|
||||
- Not a one-size-fits-all template
|
||||
|
||||
WDS is a **thinking framework** with templates to guide your design decisions.
|
||||
|
||||
---
|
||||
|
||||
**The Agents**
|
||||
|
||||
Three specialized agents help you:
|
||||
|
||||
| Agent | Domain | Specialty |
|
||||
|-------|--------|-----------|
|
||||
| **Saga** | Strategy | Project Briefs, user research, requirements |
|
||||
| **Freya** | Design | UX/UI, wireframes, specifications, prototypes, product evolution |
|
||||
|
||||
You are currently working with one of these agents.
|
||||
|
||||
### 2. Ask Project Type
|
||||
|
||||
**What type of project is this?**
|
||||
|
||||
Understanding your starting point ensures you follow the right workflow.
|
||||
|
||||
**[A] NEW Product (Greenfield)** - Building from scratch -> Phase 1
|
||||
**[B] EXISTING Product (Brownfield)** - Improving what exists -> Phase 8
|
||||
**[C] NOT SURE** - We will analyze together
|
||||
|
||||
**Your choice (A, B, or C):**
|
||||
|
||||
### 3. Ask Alignment Requirement
|
||||
|
||||
**Do you need stakeholder approval before starting?**
|
||||
|
||||
**[A] No - Ready to start** -> Continue to project configuration
|
||||
**[B] Yes - Need to pitch/create agreement** -> Route to Alignment & Signoff workflow
|
||||
|
||||
**Your choice (A or B):**
|
||||
|
||||
### 4. Handle Routing
|
||||
|
||||
Based on user responses:
|
||||
|
||||
**If alignment = [B] Need to pitch:**
|
||||
1. Route to: `{project-root}/_bmad/wds/workflows/0-alignment-signoff/workflow.md`
|
||||
2. After alignment complete -> Return here for project configuration
|
||||
|
||||
**If alignment = [A] Ready to start:**
|
||||
|
||||
**If [A] NEW Product:** Continue to `step-02-structure.md` then Phase 1
|
||||
**If [B] EXISTING Product:** Continue to `step-02-structure.md` then Phase 8
|
||||
**If [C] NOT SURE:** Scan project, recommend path, then continue
|
||||
|
||||
### 5. Completion Output
|
||||
|
||||
Project type confirmed: [Greenfield/Brownfield]
|
||||
Next: Set up your project structure.
|
||||
|
||||
### 6. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [C] Continue to Step 2: Configuration & Structure"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- ONLY proceed to next step when user selects 'C'
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the project type is confirmed and alignment decision is made will you then load and read fully `{nextStepFile}` to execute and begin the next step.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- User understands WDS methodology at a high level
|
||||
- Project type (greenfield/brownfield) is determined
|
||||
- Alignment needs are assessed and routed correctly
|
||||
- User feels oriented and confident about the path ahead
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Skipping project type determination
|
||||
- Assuming greenfield or brownfield without asking
|
||||
- Not assessing alignment needs
|
||||
- Routing to wrong workflow path
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
|
||||
---
|
||||
|
||||
_Phase 0: Project Setup - Step 01: Welcome & Orientation_
|
||||
225
_bmad/wds/workflows/0-project-setup/steps/step-02-structure.md
Normal file
225
_bmad/wds/workflows/0-project-setup/steps/step-02-structure.md
Normal file
@@ -0,0 +1,225 @@
|
||||
---
|
||||
name: 'step-02-structure'
|
||||
description: 'Configure project settings create folder structure and generate project outline'
|
||||
|
||||
# File References
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 2: Project Configuration & Structure
|
||||
|
||||
## STEP GOAL:
|
||||
|
||||
Configure all project settings (name, complexity, tech stack, component library, brief level, strategic analysis, working relationship), create the folder structure, and generate the project outline.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
|
||||
- ✅ You are the Project Setup facilitator, configuring the WDS project
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring WDS methodology expertise, user brings their project knowledge
|
||||
- ✅ Maintain a helpful and efficient tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
|
||||
- 🎯 Focus only on gathering project configuration and creating structure
|
||||
- 🚫 FORBIDDEN to skip configuration questions or assume answers
|
||||
- 💬 Approach: Ask each configuration question, respect user choices
|
||||
- 📋 Configuration determines the entire project workflow path
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
|
||||
- 🎯 Gather all configuration settings and create project structure
|
||||
- 💾 Save project outline to `{{root_folder}}/_progress/wds-project-outline.yaml`
|
||||
- 📖 Follow the configuration sequence exactly
|
||||
- 🚫 Do not skip questions or assume defaults without offering choice
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
|
||||
- Available context: Project type (greenfield/brownfield) from step 0.1
|
||||
- Focus: Project configuration and structure creation
|
||||
- Limits: Configuration only - do not begin Phase 1 work
|
||||
- Dependencies: step-01-welcome must be completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Project Name
|
||||
|
||||
**What is your project name?**
|
||||
|
||||
### 2. What Are You Building?
|
||||
|
||||
**What type of product is this?**
|
||||
|
||||
[A] **Landing Page** - Single page, marketing focused -> Simplified workflow, minimal phases
|
||||
[B] **Website** - Multiple pages, content focused -> Standard workflow, most phases
|
||||
[C] **Web Application** - Complex features, user interactions -> Full workflow, all phases
|
||||
[D] **Mobile App** - iOS/Android application -> Full workflow + platform considerations
|
||||
|
||||
Store as `product_complexity`: A=simple, B=standard, C=complex, D=complex+mobile
|
||||
|
||||
### 3. Tech Stack (Optional)
|
||||
|
||||
**Tech stack?** [A] React/Next [B] Vue/Nuxt [C] WordPress [D] HTML [E] Other [F] Skip
|
||||
|
||||
Store as `tech_stack` (or null if F)
|
||||
|
||||
### 4. Component Library (Optional)
|
||||
|
||||
**Component library?**
|
||||
|
||||
[A] **shadcn/ui** -> Skip Phase 5
|
||||
[B] **Tailwind only** -> Phase 5 optional
|
||||
[C] **Material UI** -> Skip Phase 5
|
||||
[D] **Custom** -> Phase 5 recommended
|
||||
[E] **Skip** - Decide later
|
||||
|
||||
Store as `component_library`. If A/C -> `skip_design_system: true`
|
||||
|
||||
### 5. Root Folder Name
|
||||
|
||||
**Where should design process files live?**
|
||||
|
||||
[A] **design-process** (Recommended)
|
||||
[B] **docs**
|
||||
[C] **Custom name**
|
||||
|
||||
Store as `root_folder`: A=design-process, B=docs, C=custom
|
||||
|
||||
### 6. Existing Materials (Optional Context)
|
||||
|
||||
**Do you have any existing materials for this project?**
|
||||
|
||||
[A] **Yes** - I have some materials to share
|
||||
[B] **No** - Starting fresh
|
||||
|
||||
If Yes: Review materials, store in outline under `existing_materials`
|
||||
If No: Store `existing_materials.has_materials: false`
|
||||
|
||||
### 7. Brief Level
|
||||
|
||||
**Greenfield**: Always use Complete Brief (`brief_level: complete`)
|
||||
|
||||
**Brownfield**: Ask how thorough the Project Brief should be:
|
||||
[A] **Complete** - Full strategic documentation
|
||||
[B] **Simplified** (Recommended) - Document what exists + what to change
|
||||
|
||||
Store as `brief_level`: complete | simplified
|
||||
|
||||
### 8. Strategic Analysis Level (Greenfield only)
|
||||
|
||||
**How deep should the user/market analysis go?** (Only ask if greenfield AND not simple)
|
||||
|
||||
[A] **Full Trigger Map** (Recommended for complex) -> Phase 2 enabled
|
||||
[B] **Simplified** -> Strategic context in Phase 1, skip Phase 2
|
||||
[C] **Skip** (Not recommended) -> Skip Phase 2
|
||||
|
||||
Store as `strategic_analysis`: full | simplified | skip
|
||||
|
||||
### 9. Working Relationship Context
|
||||
|
||||
**What are the stakes of this project?**
|
||||
|
||||
[A] **Personal/Hobby** -> Encouragement-focused, minimal documentation
|
||||
[B] **Small Business Investment** -> Balanced rationale, professional
|
||||
[C] **Departmental/Organizational** -> Comprehensive justification, evidence-based
|
||||
[D] **Enterprise/High Stakes** -> Rigorous documentation, proof for every point
|
||||
|
||||
**How involved do you want to be?**
|
||||
[A] Highly collaborative [B] Balanced [C] Autonomous execution
|
||||
|
||||
**What is your role?**
|
||||
[A] Client/Stakeholder [B] Product Owner [C] Design Partner [D] Project Manager [E] Other
|
||||
|
||||
**How should I present recommendations?**
|
||||
[A] Suggest options [B] Recommend with rationale [C] Direct guidance
|
||||
|
||||
If stakes C/D: Ask about stakeholders and political sensitivities.
|
||||
|
||||
Store all as `project_context` and `working_relationship` in outline.
|
||||
|
||||
### 10. Create Structure & Outline
|
||||
|
||||
**Check existing:** Look for `{{root_folder}}/` and outline file
|
||||
**If exists:** Ask to keep or reset
|
||||
|
||||
**Create folder structure:**
|
||||
1. Create root folder: `{{root_folder}}/`
|
||||
2. Create progress folder: `{{root_folder}}/_progress/`
|
||||
3. Create agent experiences folder: `{{root_folder}}/_progress/agent-experiences/`
|
||||
4. Create phase folders (greenfield vs brownfield)
|
||||
5. Create D-Design-System subfolders
|
||||
6. Install folder guide files from templates
|
||||
|
||||
**Generate `{{root_folder}}/_progress/wds-project-outline.yaml`** with all configuration values.
|
||||
|
||||
**Fill in `00-design-log.md`** with initial Phase 0 entry.
|
||||
|
||||
### 11. Summary & Next Steps
|
||||
|
||||
**Project configured!** Display summary table of all settings.
|
||||
|
||||
**Greenfield routing:**
|
||||
[A] Start Phase 1 now
|
||||
[B] Hand off to Saga (specialist)
|
||||
|
||||
**Brownfield routing:**
|
||||
[A] Create Limited Brief now
|
||||
[B] Scan my codebase first
|
||||
[C] I know what to improve - go
|
||||
|
||||
### 12. Routing
|
||||
|
||||
**Greenfield:** [A] -> Phase 1 workflow, [B] -> Hand off to Saga
|
||||
**Brownfield:** [A] -> Limited Brief, [B] -> Scan codebase, [C] -> Phase 8
|
||||
|
||||
### 13. Present MENU OPTIONS
|
||||
|
||||
Display: "**Select an Option:** [M] Return to Activity Menu"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
|
||||
ONLY WHEN the project is fully configured and structure is created will you present the return to Activity Menu option.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- All configuration questions are answered
|
||||
- Project outline YAML is generated correctly
|
||||
- Folder structure is created
|
||||
- Correct routing to next phase based on project type and configuration
|
||||
- User understands what comes next
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Skipping configuration questions
|
||||
- Assuming defaults without offering choice
|
||||
- Not creating folder structure
|
||||
- Not generating project outline YAML
|
||||
- Routing to wrong phase
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
|
||||
---
|
||||
|
||||
_Phase 0: Project Setup - Step 02: Configuration & Structure_
|
||||
@@ -0,0 +1,59 @@
|
||||
# Design Log
|
||||
|
||||
**Project:** {{project_name}}
|
||||
**Started:** {{date}}
|
||||
**Method:** Whiteport Design Studio (WDS)
|
||||
|
||||
---
|
||||
|
||||
## Backlog
|
||||
|
||||
> Business-value items. Add links to detail files if needed.
|
||||
|
||||
- [ ] Complete product brief — Phase 1
|
||||
- [ ] Define trigger map — Phase 2
|
||||
- [ ] Create user scenarios — Phase 3
|
||||
|
||||
---
|
||||
|
||||
## Current
|
||||
|
||||
| Task | Started | Agent |
|
||||
|------|---------|-------|
|
||||
| — | — | — |
|
||||
|
||||
**Rules:** Mark what you start. Complete it when done (move to Log). One task at a time per agent.
|
||||
|
||||
---
|
||||
|
||||
## Design Loop Status
|
||||
|
||||
> Per-page design progress. Updated by agents at every design transition.
|
||||
|
||||
| Scenario | Step | Page | Status | Updated |
|
||||
|----------|------|------|--------|---------|
|
||||
|
||||
**Status values:** `discussed` → `wireframed` → `specified` → `explored` → `building` → `built` → `approved` | `removed`
|
||||
|
||||
**How to use:**
|
||||
- **Append a row** when a page reaches a new status (do not overwrite — latest row per page is current status)
|
||||
- **Read on startup** to see where the project stands and what to suggest next
|
||||
|
||||
---
|
||||
|
||||
## Log
|
||||
|
||||
### {{date}} — Project initialized (Phase 0)
|
||||
- Type: {{greenfield/brownfield}}
|
||||
- Complexity: {{product_complexity}}
|
||||
- Tech stack: {{tech_stack}}
|
||||
|
||||
---
|
||||
|
||||
## About This Folder
|
||||
|
||||
- **This file** — Single source of truth for project progress
|
||||
- **agent-experiences/** — Compressed insights from design discussions (dated files)
|
||||
- **wds-project-outline.yaml** — Project configuration from Phase 0 setup
|
||||
|
||||
**Do not modify `wds-project-outline.yaml`** — it is the source of truth for project configuration.
|
||||
@@ -0,0 +1,251 @@
|
||||
# Design System: {{project_name}}
|
||||
|
||||
> Components, tokens, and patterns that grow from actual usage — not upfront planning.
|
||||
|
||||
**Created:** {{date}}
|
||||
**Phase:** 7 — Design System (optional)
|
||||
**Agent:** Freya (Designer)
|
||||
|
||||
---
|
||||
|
||||
## What Belongs Here
|
||||
|
||||
The Design System captures reusable patterns that emerge during UX Design (Phase 4). It is not designed upfront — it crystallizes from real page specifications.
|
||||
|
||||
**What goes here:**
|
||||
- **Design Tokens** — Colors, spacing, typography, shadows
|
||||
- **Components** — Buttons, inputs, cards, navigation elements
|
||||
- **Patterns** — Layouts, form structures, content blocks
|
||||
- **Visual Design** — Mood boards, design concepts, color and typography explorations
|
||||
- **Assets** — Logos, icons, images, graphics
|
||||
|
||||
**What does NOT go here:**
|
||||
- Page-specific content (that lives in `C-UX-Scenarios/`)
|
||||
- Business logic or API specs (that's BMM territory)
|
||||
- Aspirational components nobody uses yet
|
||||
|
||||
**When to skip this phase:**
|
||||
- Using shadcn/ui or Material UI → the library IS your design system
|
||||
- Simple sites with Tailwind → tokens in `tailwind.config` are enough
|
||||
|
||||
**Learn more:**
|
||||
- WDS Course Module 12: Functional Components — Patterns Emerge
|
||||
- WDS Course Module 13: Design System
|
||||
|
||||
---
|
||||
|
||||
## Folder Structure
|
||||
|
||||
```
|
||||
D-Design-System/
|
||||
├── 00-design-system.md ← This file (hub + guide)
|
||||
├── 01-Visual-Design/ [Early design exploration]
|
||||
│ ├── mood-boards/ [Visual inspiration, style exploration]
|
||||
│ ├── design-concepts/ [NanoBanana outputs, design explorations]
|
||||
│ ├── color-exploration/ [Color palette experiments]
|
||||
│ └── typography-tests/ [Font pairing and hierarchy tests]
|
||||
├── 02-Assets/ [Final production assets]
|
||||
│ ├── logos/ [Brand logos and variations]
|
||||
│ ├── icons/ [Icon sets]
|
||||
│ ├── images/ [Photography, illustrations]
|
||||
│ └── graphics/ [Custom graphics and elements]
|
||||
└── components/ [Emerges during Phase 4]
|
||||
├── interactive/ [Buttons, toggles, tabs]
|
||||
├── form/ [Inputs, selects, checkboxes]
|
||||
├── layout/ [Containers, grids, sections]
|
||||
├── content/ [Cards, lists, media blocks]
|
||||
├── feedback/ [Alerts, toasts, progress]
|
||||
└── navigation/ [Menus, breadcrumbs, links]
|
||||
```
|
||||
|
||||
**01-Visual-Design/** is used early — before or during scenarios — for exploring visual direction. Mood boards, color palettes, typography tests, and AI-generated design concepts live here.
|
||||
|
||||
**02-Assets/** holds final, production-ready assets. Logos, icons, images, and graphics that are referenced from page specifications.
|
||||
|
||||
**components/** grows organically during Phase 4 as patterns emerge across page specifications.
|
||||
|
||||
---
|
||||
|
||||
## For Agents
|
||||
|
||||
**Workflow:** `_bmad/wds/workflows/7-design-system/workflow.md`
|
||||
**Agent trigger:** `DS` (Freya)
|
||||
**Router:** `_bmad/wds/workflows/7-design-system/design-system-router.md`
|
||||
**Templates:** `_bmad/wds/workflows/7-design-system/templates/`
|
||||
**Guide:** `_bmad/wds/data/agent-guides/freya/design-system.md`
|
||||
|
||||
**Before creating any component:**
|
||||
1. Check if it already exists in the chosen component library
|
||||
2. Look at actual usage in `C-UX-Scenarios/` page specs — extract, don't invent
|
||||
3. Load the component template from the workflow templates folder
|
||||
|
||||
**File naming:** Number all documents with a two-digit prefix: `01-design-tokens.md`, `02-button.md`, etc. Update the sections below as each file is created.
|
||||
|
||||
**Harm:** Designing an abstract component library before any pages exist. Components without real usage are decoration. They waste time and create maintenance burden for patterns nobody needs.
|
||||
|
||||
**Help:** Extracting patterns from real page specs. When three pages use similar card layouts, that's a component. The design system documents what emerged, making future pages faster and more consistent.
|
||||
|
||||
---
|
||||
|
||||
## Spacing Scale
|
||||
|
||||
> **Bring your own or use ours.** If your project already has a design system with a spacing scale (Tailwind, Material, Carbon, your own tokens), use that. Map your token names below so page specs reference them consistently. If you don't have one yet, WDS provides a default 9-token scale to get started.
|
||||
|
||||
### Option A: Use your existing design system
|
||||
|
||||
Replace the table below with your system's spacing tokens. Any naming convention works — numbered (`spacing-4`), t-shirt (`sm`/`md`/`lg`), or your own. The only rule: page specs reference token names, never raw pixel values.
|
||||
|
||||
### Option B: WDS default scale
|
||||
|
||||
Nine tokens, symmetric around `space-md` (the baseline). Freya will propose pixel values during the first design session.
|
||||
|
||||
`space-md` is to spacing what `text-md` is to typography — the default you reach for first. It's the gap between paragraphs, between form fields, between list items. Everything else is relative to it: `space-sm` is tighter, `space-lg` is more generous.
|
||||
|
||||
| Token | Value | Use |
|
||||
|-------|-------|-----|
|
||||
| space-3xs | — | Hairline gaps (icon-to-label, inline elements) |
|
||||
| space-2xs | — | Minimal spacing (badge padding, tight lists) |
|
||||
| space-xs | — | Tight spacing (within compact groups) |
|
||||
| space-sm | — | Small gaps (between related elements) |
|
||||
| **space-md** | — | **Default element spacing (the baseline)** |
|
||||
| space-lg | — | Comfortable spacing (card padding, form fields) |
|
||||
| space-xl | — | Section padding |
|
||||
| space-2xl | — | Section gaps |
|
||||
| space-3xl | — | Page-level breathing room |
|
||||
|
||||
### Optical adjustments
|
||||
|
||||
Sometimes the math is right but the eye says it's wrong. A circular image leaves white corners, a light element on a light background looks more spaced than it is. When this happens, use token math — not raw pixels:
|
||||
|
||||
```
|
||||
space-lg - space-3xs → "standard spacing, pulled in by a hairline"
|
||||
space-xl + space-2xs → "section padding, nudged out slightly"
|
||||
```
|
||||
|
||||
In page specs, always annotate why:
|
||||
|
||||
| Padding top | **space-lg - space-3xs** (optical: circular image adds perceived whitespace) |
|
||||
|
||||
**Rules:**
|
||||
- Adjustments always use token math: `base ± correction`
|
||||
- Always annotate the reason — future readers need to know this wasn't a mistake
|
||||
- If adjusting by more than one step, the base token is probably wrong — reconsider
|
||||
|
||||
In CSS: `calc(var(--space-lg) - var(--space-3xs))`
|
||||
|
||||
<!--
|
||||
space-md is typically 16px (on an 8px grid) or 12px (on a 4px grid) — the most common
|
||||
default spacing on the web. Same ballpark as body text size, which is not a coincidence.
|
||||
|
||||
The pixel values are yours to define. Common starting points:
|
||||
2/4/8/12/16/24/32/48/64 (8px grid) or 4/6/12/16/24/32/48/72.
|
||||
You can adjust later — specs stay valid because they reference names, not numbers.
|
||||
-->
|
||||
|
||||
---
|
||||
|
||||
## Type Scale
|
||||
|
||||
> **Bring your own or use ours.** Same principle as spacing — if your project has a type system, map it here. If not, use the WDS default.
|
||||
|
||||
The type scale controls **visual size** — how big text looks. This is separate from semantic level (H1, H2, p) which controls **document structure**. An H2 in a sidebar might be `text-sm`. A tagline might be a `<p>` at `text-2xl`. The semantic level is for accessibility and SEO; the type token is for visual hierarchy.
|
||||
|
||||
Headings can have different typefaces, weights, and styles on different pages. A landing page H1 might be a serif display font at `text-3xl` italic. An admin page H1 might be clean sans-serif at `text-lg` medium. Each page spec declares its own typographic treatment — the type scale provides the shared sizing vocabulary.
|
||||
|
||||
### Option A: Use your existing type system
|
||||
|
||||
Replace the table below with your system's type tokens.
|
||||
|
||||
### Option B: WDS default scale
|
||||
|
||||
Nine tokens, symmetric around `text-md` (body text). Freya will propose sizes during the first design session.
|
||||
|
||||
| Token | Value | Use |
|
||||
|-------|-------|-----|
|
||||
| text-3xs | — | Fine print, legal text |
|
||||
| text-2xs | — | Metadata, timestamps |
|
||||
| text-xs | — | Captions, helper text |
|
||||
| text-sm | — | Labels, secondary text |
|
||||
| text-md | — | Body text (the baseline) |
|
||||
| text-lg | — | Emphasis, lead paragraphs |
|
||||
| text-xl | — | Subheadings |
|
||||
| text-2xl | — | Section titles, display text |
|
||||
| text-3xl | — | Hero headings, page titles |
|
||||
|
||||
<!--
|
||||
text-md (body text) is typically 16px or 14px — the most common baseline on the web.
|
||||
Common starting points: 11/12/13/14/16/18/20/24/32 or 10/11/12/14/16/18/22/30/40.
|
||||
Line heights should align to your spacing grid for vertical rhythm.
|
||||
-->
|
||||
|
||||
---
|
||||
|
||||
## Tokens
|
||||
|
||||
_Additional design tokens (colors, shadows, borders) will be documented here as they emerge from page specifications._
|
||||
|
||||
---
|
||||
|
||||
## Patterns
|
||||
|
||||
<!--
|
||||
Patterns are organized BY the spacing, not by object pairs.
|
||||
Each spacing value/composition accumulates a list of where it's used.
|
||||
|
||||
When the designer says "more space here", the agent fixes it, reflects
|
||||
what it learned, and adds the situation to the relevant pattern below.
|
||||
|
||||
The agent does NOT ask "why?" — it observes and reflects:
|
||||
"Got it — large image above a card row needs extra room. I'll remember that."
|
||||
|
||||
EXTRACTION RULES — objects vs spacing:
|
||||
- Objects: first use stays in the page spec. Second use → extract here.
|
||||
- Spacing: first use → immediately extract here. No waiting.
|
||||
Spacing is relational — a decision about two object types is universal from day one.
|
||||
|
||||
CONTEXT RULE: Entries are context-free by default (universal).
|
||||
Add context only when the same object pair needs DIFFERENT spacing
|
||||
in different situations. When that happens, BOTH entries get context
|
||||
so you can tell them apart. Before the first violation, keep it clean.
|
||||
-->
|
||||
|
||||
Spacing objects are first-class — they have IDs in page specs (e.g., `hem-v-space-xl`) and live here organized by value. Each spacing value accumulates the situations where it's used. The list grows from real design decisions.
|
||||
|
||||
_Patterns will be documented here as spacing objects recur across pages._
|
||||
|
||||
<!--
|
||||
Example format (delete when real patterns emerge):
|
||||
|
||||
### space-sm
|
||||
| Above | Below | Why |
|
||||
|-------|-------|-----|
|
||||
| Heading | Subheading | Tight pair — always read together |
|
||||
| Icon | Label (inside button) | Compact inline group |
|
||||
|
||||
### space-lg
|
||||
| Above | Below | Why |
|
||||
|-------|-------|-----|
|
||||
| Card | Card (grid gap) | Comfortable breathing room |
|
||||
| Image | Caption | Standard image-to-text |
|
||||
|
||||
### space-zero
|
||||
| Above | Below | Why |
|
||||
|-------|-------|-----|
|
||||
| Header | Service menu | One continuous nav unit |
|
||||
| Icon bar | Section below | Flush — belongs to the section above |
|
||||
|
||||
### v-separator-2xl
|
||||
| Above | Below | Why |
|
||||
|-------|-------|-----|
|
||||
| About preview | Trust cards | Gray line, equal space above/below |
|
||||
-->
|
||||
|
||||
---
|
||||
|
||||
## Components
|
||||
|
||||
_Components will be documented here as patterns emerge across scenarios._
|
||||
|
||||
---
|
||||
|
||||
_Created using Whiteport Design Studio (WDS) methodology_
|
||||
@@ -0,0 +1,59 @@
|
||||
# Product Brief: {{project_name}}
|
||||
|
||||
> The strategic foundation — why this product exists, who it serves, and what success looks like.
|
||||
|
||||
**Created:** {{date}}
|
||||
**Phase:** 1 — Product Brief
|
||||
**Agent:** Saga (Analyst)
|
||||
|
||||
---
|
||||
|
||||
## What Belongs Here
|
||||
|
||||
The Product Brief answers five strategic questions:
|
||||
|
||||
1. **Why** does this product exist? (Vision & business goals)
|
||||
2. **Who** is it for? (Target users and their context)
|
||||
3. **What** does it need to do? (Core capabilities)
|
||||
4. **How** will we know it works? (Success metrics)
|
||||
5. **What** are the constraints? (Platform requirements, tech stack)
|
||||
|
||||
Everything downstream — trigger maps, scenarios, page specs, design system — traces back to decisions made here. This is the North Star.
|
||||
|
||||
**Learn more:**
|
||||
- WDS Course Module 04: Product Brief — Your Strategic Foundation
|
||||
- WDS Course Module 05: Platform Requirements
|
||||
|
||||
---
|
||||
|
||||
## For Agents
|
||||
|
||||
**Workflow:** `_bmad/wds/workflows/1-project-brief/workflow.md`
|
||||
**Agent trigger:** `PB` (Saga)
|
||||
**Templates:** `_bmad/wds/workflows/1-project-brief/templates/`
|
||||
|
||||
**Before writing anything in this folder:**
|
||||
1. Load the workflow and follow its steps
|
||||
2. Use Dialog mode for discovery — ask questions, don't assume
|
||||
3. Read existing materials if the user has them (check `wds-project-outline.yaml`)
|
||||
|
||||
**File naming:** Number all documents with a two-digit prefix: `01-product-brief.md`, `02-content-language.md`, etc. Platform Requirements is always last — it summarizes technical decisions that emerge from the strategic documents above. Update the Documents table below as each file is created.
|
||||
|
||||
**Harm:** Producing a brief from assumptions instead of conversation. A brief that doesn't reflect the user's actual goals forces every later phase to build on a wrong foundation.
|
||||
|
||||
**Help:** Asking the right questions, listening deeply, and documenting what the user actually said. A good brief makes every later decision easier.
|
||||
|
||||
---
|
||||
|
||||
## Documents
|
||||
|
||||
_This section will be updated as documents are created during Phase 1._
|
||||
|
||||
| # | Document | Status |
|
||||
|---|----------|--------|
|
||||
| 01 | Product Brief | Not started |
|
||||
| 02 | Platform Requirements | Not started |
|
||||
|
||||
---
|
||||
|
||||
_Created using Whiteport Design Studio (WDS) methodology_
|
||||
@@ -0,0 +1,66 @@
|
||||
# Trigger Map: {{project_name}}
|
||||
|
||||
> Connect business goals to user psychology — understand why people act, not just what they do.
|
||||
|
||||
**Created:** {{date}}
|
||||
**Phase:** 2 — Trigger Mapping
|
||||
**Agent:** Saga (Analyst)
|
||||
|
||||
---
|
||||
|
||||
## What Belongs Here
|
||||
|
||||
The Trigger Map reveals the human forces behind product decisions through five workshops:
|
||||
|
||||
1. **Business Goals** — What the business needs to achieve
|
||||
2. **Target Groups** — Who the users are (with alliterative persona names)
|
||||
3. **Driving Forces** — What motivates and frightens each persona (positive + negative)
|
||||
4. **Prioritization** — Which forces matter most (scored by frequency, intensity, fit)
|
||||
5. **Feature Impact** — How product features address the highest-priority forces
|
||||
|
||||
This folder feeds directly into Phase 4 (UX Scenarios). Every page spec should trace back to a driving force documented here.
|
||||
|
||||
**Learn more:**
|
||||
- WDS Course Module 06: Trigger Mapping — Connect Business Goals to User Psychology
|
||||
- WDS Course Module 06, Lessons 4–8: The Five Workshops
|
||||
|
||||
---
|
||||
|
||||
## For Agents
|
||||
|
||||
**Workflow:** `_bmad/wds/workflows/2-trigger-mapping/workflow.md`
|
||||
**Agent trigger:** `TM` (Saga)
|
||||
**Templates:** `_bmad/wds/workflows/2-trigger-mapping/templates/`
|
||||
|
||||
**Before writing anything in this folder:**
|
||||
1. Read the Product Brief in `A-Product-Brief/` — trigger mapping builds on it
|
||||
2. Load the workflow and follow the five workshop sequence
|
||||
3. Use Dialog mode — personas emerge from conversation, not invention
|
||||
|
||||
**File naming:** Number all documents with a two-digit prefix: `01-business-goals.md`, `02-lars-the-loyal.md`, etc. One file per persona. Update the Documents table below as each file is created.
|
||||
|
||||
**Harm:** Inventing personas without discovery. Fabricated driving forces produce scenarios that solve imaginary problems. The user pays to correct work that should never have been written.
|
||||
|
||||
**Help:** Uncovering real psychology through conversation. When driving forces are authentic, every downstream design decision has a clear "why."
|
||||
|
||||
---
|
||||
|
||||
## Documents
|
||||
|
||||
_This section will be updated as documents are created during Phase 2._
|
||||
|
||||
| # | Document | Purpose | Status |
|
||||
|---|----------|---------|--------|
|
||||
| 01 | Business Goals | Vision, objectives, metrics | Not started |
|
||||
| 02+ | Persona files | One per target group | Not started |
|
||||
| — | Feature Impact Analysis | Forces × features scoring | Not started |
|
||||
|
||||
---
|
||||
|
||||
## Trigger Map Visualization
|
||||
|
||||
_A mermaid diagram connecting goals → platform → personas → forces will be added here during Phase 2._
|
||||
|
||||
---
|
||||
|
||||
_Created using Whiteport Design Studio (WDS) methodology_
|
||||
@@ -0,0 +1,85 @@
|
||||
# UX Scenarios: {{project_name}}
|
||||
|
||||
> Design experiences, not screens — every page serves a user with a goal and an emotion.
|
||||
|
||||
**Created:** {{date}}
|
||||
**Phase:** 3 (Scenario Outline) + Phase 4 (UX Design)
|
||||
**Agents:** Saga (Scenario Outline), Freya (Page Specifications)
|
||||
|
||||
---
|
||||
|
||||
## What Belongs Here
|
||||
|
||||
Scenarios organize the product into meaningful user journeys. Each scenario groups related pages. Each page gets a full specification that a developer can build from.
|
||||
|
||||
**Folder structure per scenario:**
|
||||
```
|
||||
C-UX-Scenarios/
|
||||
├── 00-ux-scenarios.md ← This file (scenario guide + page index)
|
||||
├── 01-scenario-name/
|
||||
│ ├── 1.1-page-name/
|
||||
│ │ ├── 1.1-page-name.md ← Page specification
|
||||
│ │ └── Sketches/ ← Wireframes and concepts
|
||||
│ ├── 1.2-page-name/
|
||||
│ │ ├── 1.2-page-name.md
|
||||
│ │ └── Sketches/
|
||||
│ └── ...
|
||||
├── 02-scenario-name/
|
||||
│ └── ...
|
||||
├── Components/ ← Shared component specs
|
||||
└── Features/
|
||||
└── Storyboards/ ← Multi-step interaction flows
|
||||
```
|
||||
|
||||
**Learn more:**
|
||||
- WDS Course Module 08: Outline Scenarios — Design Experiences Not Screens
|
||||
- WDS Course Module 09: Conceptual Sketching
|
||||
- WDS Course Module 10: Storyboarding
|
||||
- WDS Course Module 11: Conceptual Specifications
|
||||
- WDS Course Tutorial 08: From Trigger Map to Scenarios
|
||||
|
||||
---
|
||||
|
||||
## For Agents
|
||||
|
||||
### Scenario Outline (Saga)
|
||||
**Workflow:** `_bmad/wds/workflows/3-scenarios/workflow.md`
|
||||
**Agent trigger:** `SC` (Saga)
|
||||
|
||||
### Page Specifications (Freya)
|
||||
**Workflow:** `_bmad/wds/workflows/4-ux-design/workflow.md`
|
||||
**Agent trigger:** `UX` (Freya)
|
||||
**Page template:** `_bmad/wds/workflows/4-ux-design/templates/page-specification.template.md`
|
||||
**Scenario template:** `_bmad/wds/workflows/4-ux-design/templates/scenario-overview.template.md`
|
||||
**Quality guide:** `_bmad/wds/data/agent-guides/freya/specification-quality.md`
|
||||
**Object types:** `_bmad/wds/workflows/4-ux-design/object-types/`
|
||||
|
||||
### Specification Audit (Freya)
|
||||
**Workflow:** `_bmad/wds/workflows/4-ux-design/specification-audit-workflow.md`
|
||||
**Agent trigger:** `SA` (Freya)
|
||||
|
||||
**Before writing any page specification:**
|
||||
1. Read `B-Trigger-Map/` — know the personas and their driving forces
|
||||
2. Read the page specification template — use it as your scaffold, not memory
|
||||
3. Discuss the page purpose with the user before filling in details
|
||||
4. Each page folder needs a `Sketches/` subfolder for wireframes
|
||||
|
||||
**Harm:** Producing page specs from memory of what the template "roughly" contains. Plausible-looking specs that use wrong structure break the pipeline — developers can't trust them, audits can't validate them, and the user must correct what should have been right.
|
||||
|
||||
**Help:** Reading the actual template into context, discussing page purpose with the user, then filling the template with specific content. Specs that follow the template work across projects, pass audits, and give developers confidence.
|
||||
|
||||
---
|
||||
|
||||
## Scenarios
|
||||
|
||||
_This section will be updated as scenarios are outlined during Phase 3._
|
||||
|
||||
---
|
||||
|
||||
## Page Index
|
||||
|
||||
_This section will be updated as page specifications are created during Phase 4._
|
||||
|
||||
---
|
||||
|
||||
_Created using Whiteport Design Studio (WDS) methodology_
|
||||
105
_bmad/wds/workflows/0-project-setup/workflow.md
Normal file
105
_bmad/wds/workflows/0-project-setup/workflow.md
Normal file
@@ -0,0 +1,105 @@
|
||||
---
|
||||
name: project-setup
|
||||
description: Project onboarding - determine project type, complexity, tech stack, and route to correct phase
|
||||
web_bundle: true
|
||||
---
|
||||
|
||||
# Phase 0: Project Setup
|
||||
|
||||
**The starting point for every WDS project.**
|
||||
|
||||
|
||||
## Purpose
|
||||
|
||||
Phase 0 ensures you start on the right path. Before diving into design work, we need to understand:
|
||||
|
||||
1. **What is WDS?** - So you know what you're getting
|
||||
2. **What type of project?** - New product vs existing product
|
||||
3. **How complex?** - Landing page vs web application
|
||||
4. **What tech?** - Framework and component library choices
|
||||
5. **What's the right workflow?** - Route to the correct phase with right config
|
||||
|
||||
---
|
||||
|
||||
## Why This Matters
|
||||
|
||||
**The #1 mistake**: Starting Phase 1 with an existing codebase.
|
||||
|
||||
- **Phase 1-7** = Building something NEW (Greenfield)
|
||||
- **Phase 8** = Improving something EXISTING (Brownfield, Product Evolution)
|
||||
|
||||
Wrong path = wasted work. Phase 0 prevents this.
|
||||
|
||||
---
|
||||
|
||||
## The Flow
|
||||
|
||||
```
|
||||
Phase 0: Project Setup
|
||||
│
|
||||
├─→ Step 01: Welcome
|
||||
│ ├─→ "What is WDS?" (quick intro)
|
||||
│ └─→ "Greenfield or Brownfield?"
|
||||
│
|
||||
└─→ Step 02: Configuration
|
||||
├─→ Project name
|
||||
├─→ Product complexity (landing/website/app)
|
||||
├─→ Tech stack (optional)
|
||||
├─→ Component library (optional)
|
||||
├─→ Brief level (complete/simplified)
|
||||
├─→ Strategic analysis (full/simplified/skip)
|
||||
├─→ Create folder structure
|
||||
└─→ Generate project outline
|
||||
│
|
||||
├─→ Greenfield → Phase 1 (→ Phase 2 if full analysis)
|
||||
└─→ Brownfield → Phase 8
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Steps
|
||||
|
||||
| Step | Name | Purpose |
|
||||
|------|------|---------|
|
||||
| 01 | [Welcome & Orientation](steps/step-01-welcome.md) | Introduce WDS, determine greenfield vs brownfield |
|
||||
| 02 | [Configuration & Structure](steps/step-02-structure.md) | Configure project, create folders, generate outline |
|
||||
|
||||
---
|
||||
|
||||
## Entry Point
|
||||
|
||||
**Start here**: `steps/step-01-welcome.md`
|
||||
|
||||
---
|
||||
|
||||
## When to Use Phase 0
|
||||
|
||||
- First time using WDS
|
||||
- Starting a new project
|
||||
- Joining an existing project
|
||||
- Unsure which workflow to use
|
||||
|
||||
---
|
||||
|
||||
## When to Skip Phase 0
|
||||
|
||||
- Project outline already exists (`.wds-project-outline.yaml`)
|
||||
- You know exactly which phase you need
|
||||
- Continuing work on established WDS project
|
||||
|
||||
---
|
||||
|
||||
**Phase 0 takes 3-5 minutes. It saves hours of wrong-path work.**
|
||||
|
||||
---
|
||||
|
||||
## Configuration Options
|
||||
|
||||
| Option | Values | Impact |
|
||||
|--------|--------|--------|
|
||||
| Project Type | greenfield / brownfield | Determines Phase 1-7 (greenfield) vs Phase 8 (brownfield) |
|
||||
| Complexity | simple / standard / complex | Which phases are enabled |
|
||||
| Tech Stack | react / vue / wordpress / etc. | Delivery format guidance |
|
||||
| Component Library | shadcn / tailwind / custom | Skip or enable Phase 5 |
|
||||
| Brief Level | complete / simplified | Depth of Phase 1 |
|
||||
| Strategic Analysis | full / simplified / skip | Full Trigger Map or simplified in brief |
|
||||
112
_bmad/wds/workflows/1-project-brief/data/positioning-explore.md
Normal file
112
_bmad/wds/workflows/1-project-brief/data/positioning-explore.md
Normal file
@@ -0,0 +1,112 @@
|
||||
# Substep 2: Explore Positioning
|
||||
|
||||
## Task
|
||||
|
||||
Listen for signals and ask follow-ups until you capture all positioning components.
|
||||
|
||||
## Positioning Components (Fill These In)
|
||||
|
||||
- **Target Customer:** Who is this for?
|
||||
- **Need/Opportunity:** What problem or opportunity?
|
||||
- **Category:** What type of product is this? (helps set expectations)
|
||||
- **Key Benefit:** What's the primary value?
|
||||
- **Alternatives:** What do people use instead?
|
||||
- **Differentiator:** What makes this different/better?
|
||||
|
||||
**Note:** You don't need to ask about these in order. Follow the natural flow of conversation.
|
||||
|
||||
## Conversational Follow-Up Patterns
|
||||
|
||||
Reference: `src/data/agent-guides/saga/conversational-followups.md`
|
||||
|
||||
### If They Mention TARGET CUSTOMERS
|
||||
|
||||
**Signals:** "For busy parents...", "Enterprise teams...", "Small businesses..."
|
||||
|
||||
**Follow-ups:**
|
||||
- "What's typical for them? Walk me through their situation"
|
||||
- "Why them specifically - what makes them the right fit?"
|
||||
- "How do you know they have this problem?"
|
||||
|
||||
### If They Mention a PROBLEM or NEED
|
||||
|
||||
**Signals:** "People struggle with...", "Current solutions don't...", "They need..."
|
||||
|
||||
**Follow-ups:**
|
||||
- "How do they handle this today?"
|
||||
- "What happens when this goes wrong?"
|
||||
- "Why hasn't this been solved already?"
|
||||
|
||||
### If They Mention ALTERNATIVES
|
||||
|
||||
**Signals:** "Unlike X...", "Better than...", "People currently use..."
|
||||
|
||||
**Follow-ups:**
|
||||
- "What do people use today - what are the real alternatives?"
|
||||
- "Why would someone stick with [alternative] instead of using yours?"
|
||||
- "What can [alternative] do that you can't?"
|
||||
|
||||
### If They Mention DIFFERENTIATION
|
||||
|
||||
**Signals:** "We're the only...", "Our unique...", "Unlike others, we..."
|
||||
|
||||
**Follow-ups:**
|
||||
- "Why does that matter to users?"
|
||||
- "How long will that remain unique?"
|
||||
- "Is that a real advantage or just a feature?"
|
||||
|
||||
### If They're VAGUE
|
||||
|
||||
**Examples:** "It's better...", "More convenient...", "Professional..."
|
||||
|
||||
**Follow-ups:**
|
||||
- "Better how? Give me a specific example"
|
||||
- "What does 'professional' look like to your users?"
|
||||
- "Convenient compared to what?"
|
||||
|
||||
## Know When to Stop
|
||||
|
||||
You're ready when you can answer ALL of these:
|
||||
|
||||
- ✅ **Who:** Who is the primary target customer?
|
||||
- ✅ **Need:** What problem/opportunity drives them?
|
||||
- ✅ **Category:** What type of solution is this?
|
||||
- ✅ **Benefit:** What's the key value they get?
|
||||
- ✅ **Alternatives:** What do people use instead?
|
||||
- ✅ **Differentiator:** What makes this better/different?
|
||||
|
||||
**Don't over-explore.** 10-15 minutes usually enough.
|
||||
|
||||
---
|
||||
|
||||
## Example
|
||||
|
||||
**User:** "We get tons of calls asking if we do X type of vehicle. We do EVERYTHING - lawnmowers to tour buses."
|
||||
|
||||
**Agent:** "So showing that range is important. Who typically needs that kind of breadth - locals year-round, or summer tourists?"
|
||||
|
||||
**User:** "Both, but summer tourists are stressed - car broke down, need help NOW, don't know if we can help their motorhome or whatever. They call everyone."
|
||||
|
||||
**Agent:** "What do they use if not you? Like, what are the alternatives in summer?"
|
||||
|
||||
**User:** "Garages in Borgholm maybe, but we're the main option in northern Öland. During summer we're basically it."
|
||||
|
||||
**Agent:** "And the benefit for them is...getting help fast? Knowing you can handle their vehicle type?"
|
||||
|
||||
**User:** "Yeah - peace of mind. We're certified, been here 20+ years, we'll figure it out."
|
||||
|
||||
**Agent thinks - Components Captured:**
|
||||
- ✅ **Who:** Summer tourists + year-round locals (focus on tourists)
|
||||
- ✅ **Need:** Vehicle breakdown, need immediate expert help, uncertainty about service availability
|
||||
- ✅ **Category:** Auto service garage (broad spectrum)
|
||||
- ✅ **Benefit:** Peace of mind - fast, reliable service for any vehicle type
|
||||
- ✅ **Alternatives:** Garages in Borgholm, calling around to multiple shops
|
||||
- ✅ **Differentiator:** Only comprehensive option in northern Öland, handles all vehicle types (lawnmowers→tour buses), 20+ years, AutoExperten certified
|
||||
|
||||
**Ready for reflection.**
|
||||
|
||||
---
|
||||
|
||||
## Next
|
||||
|
||||
Once all components captured, load and execute: `03-reflect-confirm.md`
|
||||
@@ -0,0 +1,72 @@
|
||||
# Substep 1: Open Conversation
|
||||
|
||||
## Task
|
||||
|
||||
Introduce positioning naturally and invite user to think about how their product fits in the market.
|
||||
|
||||
## Instructions
|
||||
|
||||
### 1. Adapt Opening to Context
|
||||
|
||||
Reference `wds-project-outline.yaml` for:
|
||||
- `project_context.stakes` - Affects tone
|
||||
- `working_relationship.involvement_level` - Affects explanation depth
|
||||
|
||||
### 2. Opening Question (Choose Based on Context)
|
||||
|
||||
**If HIGH STAKES (enterprise/departmental):**
|
||||
> "Let's talk about how you'll position {product} in the market. Positioning is critical for stakeholder buy-in - it defines who this is for, why it matters, and what makes it different from alternatives."
|
||||
>
|
||||
> "Tell me: Who are you building this for, and what makes it different?"
|
||||
|
||||
**If BALANCED STAKES (business):**
|
||||
> "Let's figure out your positioning - basically, how you'll explain what {product} is and why someone should choose it over alternatives."
|
||||
>
|
||||
> "Start wherever feels natural: Who's this for? What problem does it solve? What makes it unique?"
|
||||
|
||||
**If LOW STAKES (personal/hobby):**
|
||||
> "Let's nail down what makes {product} special!"
|
||||
>
|
||||
> "Who are you imagining using this, and why would they pick it over other options?"
|
||||
|
||||
### 3. Listen for Entry Point
|
||||
|
||||
User might start with:
|
||||
- **Target customer** - "It's for busy parents..."
|
||||
- **Problem** - "People struggle with..."
|
||||
- **Differentiator** - "Unlike X, we..."
|
||||
- **Category** - "It's like Notion but for..."
|
||||
|
||||
**All valid entry points.** Start where they start, fill in gaps later.
|
||||
|
||||
### 4. Set Conversational Tone
|
||||
|
||||
Use phrases like:
|
||||
- "Tell me more about..."
|
||||
- "Help me understand..."
|
||||
- "What do you mean by..."
|
||||
- "Paint me a picture..."
|
||||
|
||||
**NOT:**
|
||||
- "Fill in this template..."
|
||||
- "Complete this statement..."
|
||||
- "Define your positioning..."
|
||||
|
||||
---
|
||||
|
||||
## Example
|
||||
|
||||
**Agent:** "Let's figure out how you'll position Källa Fordonservice - basically, how you'll explain what makes it special and who it's for. Start wherever feels natural: Who are your main customers? What makes you different from other garages?"
|
||||
|
||||
**User:** "We're the only game in northern Öland during summer. Everything with wheels - cars, buses, tractors, lawnmowers, motorhomes. Been here 20+ years, AutoExperten certified."
|
||||
|
||||
**Agent thinks:**
|
||||
- ✅ Entry point: Differentiator (only option) + Breadth (all vehicles)
|
||||
- ❓ Still need: Specific target customers, key benefit, what problem this solves
|
||||
- → Continue exploring in substep 2
|
||||
|
||||
---
|
||||
|
||||
## Next
|
||||
|
||||
Load and execute: `02-explore-positioning.md`
|
||||
@@ -0,0 +1,98 @@
|
||||
# Substep 3: Reflect & Confirm
|
||||
|
||||
## Task
|
||||
|
||||
Synthesize what you heard into positioning components and get user confirmation before creating final statement.
|
||||
|
||||
## Instructions
|
||||
|
||||
### 1. Synthesize Your Understanding
|
||||
|
||||
Present the positioning components you captured:
|
||||
|
||||
**Format:**
|
||||
> "Here's what I'm hearing about your positioning:
|
||||
>
|
||||
> **Target Customer:** [who you heard]
|
||||
> **Their Need:** [problem/opportunity you heard]
|
||||
> **Product Category:** [how you'd categorize it]
|
||||
> **Key Benefit:** [primary value you heard]
|
||||
> **Alternatives:** [what people use instead]
|
||||
> **What Makes It Different:** [differentiator you heard]
|
||||
>
|
||||
> Am I capturing this right? Anything to adjust or clarify?"
|
||||
|
||||
### 2. Handle User Response
|
||||
|
||||
**If user confirms:**
|
||||
- → Proceed to Substep 4 (synthesize final statement)
|
||||
|
||||
**If user corrects:**
|
||||
- Listen carefully to what they adjust
|
||||
- Update your understanding
|
||||
- Reflect back the correction: "Got it - so [corrected understanding]"
|
||||
- Ask if that's better
|
||||
- Once confirmed → Proceed to Substep 4
|
||||
|
||||
**If user says "I don't know" or seems uncertain:**
|
||||
- Help them think through it: "Let's think about [component] - based on what you told me about [context], what would make sense?"
|
||||
- Guide them to clarity, don't force a template answer
|
||||
|
||||
### 3. Document What Was Misunderstood
|
||||
|
||||
**For design log `07-positioning.md`:**
|
||||
|
||||
In the Reflection Checkpoint section, record:
|
||||
- Your synthesis (what you presented)
|
||||
- Whether user confirmed or corrected
|
||||
- **If corrected:** What you got wrong and what the actual answer was
|
||||
|
||||
**This creates a learning record for improving agent understanding quality.**
|
||||
|
||||
---
|
||||
|
||||
## Example
|
||||
|
||||
**Agent:** "Here's what I'm hearing about Källa Fordonservice's positioning:
|
||||
|
||||
**Target Customer:** Summer tourists and year-round locals in northern Öland who need vehicle service
|
||||
**Their Need:** Quick, reliable help when vehicle breaks down - often uncertain if a garage can handle their specific vehicle type
|
||||
**Product Category:** Full-spectrum auto service garage
|
||||
**Key Benefit:** Peace of mind - comprehensive service for any vehicle type (lawnmowers to tour buses) from a trusted, certified provider
|
||||
**Alternatives:** Garages in Borgholm, calling around to multiple shops
|
||||
**What Makes It Different:** Only comprehensive option in northern Öland, handles ALL vehicle types, 20+ years experience, AutoExperten certified
|
||||
|
||||
Am I capturing this right?"
|
||||
|
||||
**User:** "Yeah, that's it. I'd say the main customers are actually more the locals year-round, but summer tourists are more visible because they're stressed."
|
||||
|
||||
**Agent:** "Got it - so year-round locals are primary, summer tourists are a distinct seasonal segment. Both matter, but locals are the core?"
|
||||
|
||||
**User:** "Exactly."
|
||||
|
||||
**Agent:** [Updates understanding, proceeds to Substep 4]
|
||||
|
||||
**Design Log Update (`dialog/07-positioning.md`):**
|
||||
```markdown
|
||||
### Reflection Checkpoint
|
||||
|
||||
**Agent Synthesis:**
|
||||
Target: Summer tourists + locals (tourist-focused)
|
||||
Need: Quick help for vehicle breakdowns, uncertainty about service
|
||||
Category: Full-spectrum garage
|
||||
Benefit: Peace of mind for any vehicle type
|
||||
Alternatives: Borgholm garages
|
||||
Differentiator: Only comprehensive northern Öland option, all vehicles, certified
|
||||
|
||||
**User Response:** Corrected
|
||||
|
||||
**What Was Misunderstood:**
|
||||
- Agent emphasized tourists over locals
|
||||
- Actual: Locals are primary customer base, tourists are seasonal (but visible/stressed)
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Next
|
||||
|
||||
Once user confirms understanding, load and execute: `04-synthesize-document.md`
|
||||
@@ -0,0 +1,132 @@
|
||||
# Substep 4: Synthesize & Document
|
||||
|
||||
## Task
|
||||
|
||||
Create positioning statement from captured components and document in product brief.
|
||||
|
||||
## Instructions
|
||||
|
||||
### 1. Create Positioning Statement
|
||||
|
||||
Use the classic framework:
|
||||
|
||||
**Format:**
|
||||
> "For [target customer] who [need/opportunity], [product name] is a [category] that [key benefit]. Unlike [alternatives], we [differentiator]."
|
||||
|
||||
**Craft the statement:**
|
||||
- Use natural language (not robotic template-speak)
|
||||
- Focus on clarity over cleverness
|
||||
- Make it useful for stakeholders and team (not marketing copy)
|
||||
|
||||
### 2. Present to User
|
||||
|
||||
Show them the positioning statement:
|
||||
|
||||
> "Based on our conversation, here's your positioning statement:
|
||||
>
|
||||
> [Positioning statement]
|
||||
>
|
||||
> This captures who it's for, what makes it different, and the key value. Does this feel right?"
|
||||
|
||||
**If user wants adjustments:**
|
||||
- Listen to what they want to change
|
||||
- Revise and re-present
|
||||
- Get final confirmation
|
||||
|
||||
### 3. Document with Context
|
||||
|
||||
**Add to product brief with supporting components:**
|
||||
|
||||
```markdown
|
||||
## Positioning
|
||||
|
||||
**Positioning Statement:**
|
||||
[Final confirmed statement]
|
||||
|
||||
**Components:**
|
||||
|
||||
- **Target Customer:** [who]
|
||||
- **Their Need:** [problem/opportunity]
|
||||
- **Product Category:** [type]
|
||||
- **Key Benefit:** [value]
|
||||
- **Alternatives:** [what people use instead]
|
||||
- **Differentiator:** [what makes it unique]
|
||||
|
||||
**Strategic Rationale:**
|
||||
[1-2 sentences explaining why this positioning makes sense - reference specific context from conversation]
|
||||
```
|
||||
|
||||
### 4. Update Design Log
|
||||
|
||||
**In `dialog/07-positioning.md`:**
|
||||
|
||||
Document:
|
||||
- Opening question used
|
||||
- Key exchanges that revealed positioning components
|
||||
- Reflection checkpoint (synthesis + confirmation/correction)
|
||||
- Final positioning statement (with all components)
|
||||
- Strategic rationale
|
||||
|
||||
### 5. Mark Progress
|
||||
|
||||
**In `dialog/progress-tracker.md`:**
|
||||
- Mark Step 3 (Positioning) as complete
|
||||
- Update last_updated timestamp
|
||||
|
||||
---
|
||||
|
||||
## Example
|
||||
|
||||
**Agent:** "Based on our conversation, here's your positioning statement:
|
||||
|
||||
**For vehicle owners in northern Öland** who need reliable service for any type of vehicle (cars, motorhomes, tractors, or equipment), **Källa Fordonservice is a full-spectrum certified garage** that provides peace of mind with 20+ years of trusted expertise. **Unlike garages that specialize or can't handle certain vehicles**, we service everything from lawnmowers to tour buses as the region's only AutoExperten-certified comprehensive option.
|
||||
|
||||
This captures who it's for (locals + tourists), what makes it different (handles all vehicle types), and the key value (peace of mind from expertise). Does this feel right?"
|
||||
|
||||
**User:** "Perfect - that's it."
|
||||
|
||||
**Agent:** [Documents in product brief]
|
||||
|
||||
```markdown
|
||||
## Positioning
|
||||
|
||||
**Positioning Statement:**
|
||||
For vehicle owners in northern Öland who need reliable service for any type of vehicle, Källa Fordonservice is a full-spectrum certified garage that provides peace of mind with 20+ years of trusted expertise. Unlike garages that specialize or can't handle certain vehicles, we service everything from lawnmowers to tour buses as the region's only AutoExperten-certified comprehensive option.
|
||||
|
||||
**Components:**
|
||||
|
||||
- **Target Customer:** Vehicle owners in northern Öland (year-round locals, summer tourists)
|
||||
- **Their Need:** Reliable service for any vehicle type, particularly when uncertain if a garage can handle their specific vehicle
|
||||
- **Product Category:** Full-spectrum certified auto service garage
|
||||
- **Key Benefit:** Peace of mind from comprehensive expertise (any vehicle type)
|
||||
- **Alternatives:** Specialized garages, Borgholm alternatives, calling around to find capable service
|
||||
- **Differentiator:** Only comprehensive option in northern Öland, handles all vehicle types (lawnmowers→tour buses), 20+ years experience, AutoExperten certified
|
||||
|
||||
**Strategic Rationale:**
|
||||
Northern Öland's geography creates a natural monopoly during summer season, but year-round locals are the core customer base. Positioning emphasizes breadth of capability (reducing "do you service X?" calls) and credibility (AutoExperten certification, 20+ years) to serve both stressed tourists and loyal local customers.
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Design Log Update
|
||||
|
||||
**Mandatory:** Update `dialog/07-positioning.md` with:
|
||||
- Full conversation flow
|
||||
- Reflection checkpoint with corrections (if any)
|
||||
- Final positioning statement and components
|
||||
- Strategic rationale
|
||||
|
||||
**Then:** Mark Step 3 complete in `dialog/progress-tracker.md`
|
||||
|
||||
---
|
||||
|
||||
## Next Step
|
||||
|
||||
Update frontmatter:
|
||||
|
||||
```yaml
|
||||
stepsCompleted: ['step-01-init.md', 'step-02-vision.md', 'step-03-positioning.md']
|
||||
positioning: '[final positioning statement]'
|
||||
```
|
||||
|
||||
Load, read full file, and execute: `step-05-business-model.md` (Business Model)
|
||||
@@ -0,0 +1,52 @@
|
||||
# Tone of Voice Example: SaaS Onboarding Tool
|
||||
|
||||
**Context:** B2B SaaS for employee onboarding, target users are HR managers (stressed, overwhelmed, want to feel capable)
|
||||
|
||||
---
|
||||
|
||||
## Suggested Tone of Voice
|
||||
|
||||
### Tone Attributes
|
||||
|
||||
1. **Supportive & Reassuring**: HR managers are stressed about onboarding. Our tone should reduce anxiety, not add to it.
|
||||
2. **Professional but Warm**: B2B context requires professionalism, but warmth builds trust.
|
||||
3. **Clear & Concise**: Busy users need straightforward communication, no fluff.
|
||||
4. **Empowering**: Frame actions around user capability, not system features.
|
||||
|
||||
### Examples
|
||||
|
||||
**Error Message:**
|
||||
- ✅ "We couldn't find that email. Double-check for typos?"
|
||||
- ❌ "Error 404: User not found"
|
||||
|
||||
**Button Text:**
|
||||
- ✅ "Add your first employee"
|
||||
- ❌ "Create new record"
|
||||
|
||||
**Empty State:**
|
||||
- ✅ "Your onboarding dashboard is ready. Let's add your first employee to get started."
|
||||
- ❌ "No employees added yet"
|
||||
|
||||
**Success Message:**
|
||||
- ✅ "Perfect! Sarah's onboarding is set up. We'll send her the welcome email tomorrow at 9 AM."
|
||||
- ❌ "Employee record created successfully"
|
||||
|
||||
---
|
||||
|
||||
## Analysis
|
||||
|
||||
**Why This Tone Works:**
|
||||
- **Supportive**: "We couldn't find" (collaborative) vs "Error" (blaming)
|
||||
- **Professional but Warm**: Uses proper grammar but friendly language
|
||||
- **Clear**: Specific, actionable messages without jargon
|
||||
- **Empowering**: "Add your first employee" (user action) vs "Create new record" (system function)
|
||||
|
||||
**Alignment with User State:**
|
||||
- HR managers are stressed → Reassuring tone reduces anxiety
|
||||
- Want to feel capable → Empowering language focuses on their actions
|
||||
- Need efficiency → Clear, concise messaging respects their time
|
||||
- Professional context → Maintains appropriate formality with warmth
|
||||
|
||||
---
|
||||
|
||||
_Example demonstrating Tone of Voice definition for B2B SaaS product_
|
||||
@@ -0,0 +1,76 @@
|
||||
# Tone of Voice - Output Template
|
||||
|
||||
Use this template to document the final Tone of Voice in the Product Brief.
|
||||
|
||||
```markdown
|
||||
## Tone of Voice
|
||||
|
||||
**For UI Microcopy & System Messages**
|
||||
|
||||
### Tone Attributes
|
||||
|
||||
1. **[Attribute 1]**: [Brief description]
|
||||
2. **[Attribute 2]**: [Brief description]
|
||||
3. **[Attribute 3]**: [Brief description]
|
||||
|
||||
### Examples
|
||||
|
||||
**Error Messages:**
|
||||
- ✅ "Hmm, that doesn't look like an email. Check for typos?"
|
||||
- ❌ "Error: Invalid email format"
|
||||
|
||||
**Button Text:**
|
||||
- ✅ "Let's get started"
|
||||
- ❌ "Submit"
|
||||
|
||||
**Empty States:**
|
||||
- ✅ "Nothing here yet. Ready to add your first item?"
|
||||
- ❌ "No results found"
|
||||
|
||||
**Success Messages:**
|
||||
- ✅ "You're all set! We've sent a confirmation to your email."
|
||||
- ❌ "Operation completed successfully"
|
||||
|
||||
### Guidelines
|
||||
|
||||
**Do:**
|
||||
- [Tone-appropriate practice 1]
|
||||
- [Tone-appropriate practice 2]
|
||||
- [Tone-appropriate practice 3]
|
||||
|
||||
**Don't:**
|
||||
- [Tone-inappropriate practice 1]
|
||||
- [Tone-inappropriate practice 2]
|
||||
|
||||
---
|
||||
|
||||
*Note: Tone of Voice applies to UI microcopy. Strategic content (headlines, feature descriptions, value propositions) uses the Content Creation Workshop based on page-specific purpose and context.*
|
||||
```
|
||||
|
||||
## Example Microcopy Format
|
||||
|
||||
When presenting examples, use this comparison format:
|
||||
|
||||
```
|
||||
Example UI Microcopy:
|
||||
|
||||
Error Message:
|
||||
❌ Generic: "Error: Invalid input"
|
||||
✅ Our Tone: [Rewritten in proposed tone]
|
||||
|
||||
Button Text:
|
||||
❌ Generic: "Submit"
|
||||
✅ Our Tone: [Rewritten in proposed tone]
|
||||
|
||||
Empty State:
|
||||
❌ Generic: "No results found"
|
||||
✅ Our Tone: [Rewritten in proposed tone]
|
||||
|
||||
Form Label:
|
||||
❌ Generic: "Email address"
|
||||
✅ Our Tone: [Rewritten in proposed tone]
|
||||
|
||||
Success Message:
|
||||
❌ Generic: "Operation successful"
|
||||
✅ Our Tone: [Rewritten in proposed tone]
|
||||
```
|
||||
75
_bmad/wds/workflows/1-project-brief/data/vision-explore.md
Normal file
75
_bmad/wds/workflows/1-project-brief/data/vision-explore.md
Normal file
@@ -0,0 +1,75 @@
|
||||
# Substep 2: Explore Vision
|
||||
|
||||
## Task
|
||||
|
||||
Listen for signals and ask follow-up questions until you capture the essence of what they're building.
|
||||
|
||||
## Instructions
|
||||
|
||||
### 1. Use Conversational Follow-Up Patterns
|
||||
|
||||
Reference: `src/data/agent-guides/saga/conversational-followups.md`
|
||||
|
||||
Listen for signals and respond:
|
||||
|
||||
**If they mention USERS:**
|
||||
- "Tell me more about them - who are they?"
|
||||
- "What frustrates them today?"
|
||||
|
||||
**If they mention BUSINESS VALUE:**
|
||||
- "How do you see that translating to revenue/efficiency/growth?"
|
||||
- "What would success look like in 6 months?"
|
||||
|
||||
**If they mention a FEATURE:**
|
||||
- "What problem does that solve?"
|
||||
- "Why is that important to you?"
|
||||
|
||||
**If they're VAGUE:**
|
||||
- "Can you paint me a picture - what does that actually look like?"
|
||||
- "Give me a specific example"
|
||||
|
||||
### 2. Know When to Stop
|
||||
|
||||
You're ready when you can answer:
|
||||
- ✅ What are they building?
|
||||
- ✅ Why does it matter?
|
||||
- ✅ Who is it for?
|
||||
- ✅ What makes it different?
|
||||
|
||||
**Don't over-explore.** 5-10 minutes usually enough.
|
||||
|
||||
---
|
||||
|
||||
## Example
|
||||
|
||||
**User:** "Tourists in summer drive me crazy - they break down and need help NOW."
|
||||
|
||||
**Agent:** "Tell me about the tourist situation - what time of year, what's typical?"
|
||||
|
||||
**User:** "Summer, June to August. Northern Öland, we're basically the only option. They break down, they're stressed, they call everyone. Half the time it's a car I can't take because we're full."
|
||||
|
||||
**Agent:** "So the website would help them understand if you can help them, before they call?"
|
||||
|
||||
**User:** "Exactly! And show we're legit - we're AutoExperten certified, been here 20 years."
|
||||
|
||||
**Agent:** "What about the 'basic stuff' calls you mentioned?"
|
||||
|
||||
**User:** "People asking if we do X type of vehicle. We do EVERYTHING. Lawnmowers to tour buses. I want that clear right away."
|
||||
|
||||
**Agent:** "Got it. So showing that breadth is important. How do you want to show it?"
|
||||
|
||||
**User:** "Maybe pictures of all the different types? So they see we're serious."
|
||||
|
||||
**Agent thinks:**
|
||||
- ✅ What: Professional website showing service breadth
|
||||
- ✅ Why: Reduce unnecessary calls, show credibility
|
||||
- ✅ Who: Summer tourists (stressed, need fast answers)
|
||||
- ✅ Different: Full range lawnmowers→tour buses, AutoExperten certified
|
||||
|
||||
**Ready for reflection.**
|
||||
|
||||
---
|
||||
|
||||
## Next
|
||||
|
||||
Once essence is captured, load and execute: `03-reflect-confirm.md`
|
||||
@@ -0,0 +1,74 @@
|
||||
# Substep 1: Open Conversation
|
||||
|
||||
## Task
|
||||
|
||||
Adapt opening question to project context and invite user to think out loud.
|
||||
|
||||
## Instructions
|
||||
|
||||
### 1. Check Project Context
|
||||
|
||||
Read from `wds-project-outline.yaml`:
|
||||
- `project_context.stakes`
|
||||
- `working_relationship.involvement_level`
|
||||
- `existing_materials.has_materials` (check if materials exist)
|
||||
- `existing_materials.previous_brief` (if has_materials = true)
|
||||
|
||||
### 2. Adapt Opening Question
|
||||
|
||||
**Check for existing materials FIRST:**
|
||||
|
||||
**WITHOUT existing materials** (`has_materials: false`):
|
||||
|
||||
**If stakes = personal/hobby:**
|
||||
> "Tell me about this project! What are you building and what excites you about it?"
|
||||
|
||||
**If stakes = business:**
|
||||
> "What are you envisioning? Tell me in your own words about what you want to create - just dump your ideas, I'll help structure them."
|
||||
|
||||
**If stakes = departmental/enterprise:**
|
||||
> "Let's start with the big picture. What problem are you solving, and what does success look like organizationally?"
|
||||
|
||||
---
|
||||
|
||||
**WITH existing materials** (`has_materials: true` and `previous_brief` exists):
|
||||
|
||||
Read the brief first, then adapt opening:
|
||||
|
||||
**If stakes = personal/hobby:**
|
||||
> "I see you mentioned [reference from brief]. That sounds exciting! Tell me more about what you're envisioning."
|
||||
|
||||
**If stakes = business:**
|
||||
> "I read your brief - you described [key vision element]. Let's build on that. Has your thinking evolved, or is that still the direction?"
|
||||
|
||||
**If stakes = departmental/enterprise:**
|
||||
> "Your brief outlined [vision/problem]. Is that still accurate, or has the organizational picture shifted since you wrote it?"
|
||||
|
||||
### 3. Set Expectation
|
||||
|
||||
Make it clear this is exploratory:
|
||||
> "Don't worry about having it all figured out - just share what you're thinking, and I'll help organize it."
|
||||
|
||||
---
|
||||
|
||||
## Example
|
||||
|
||||
**Agent reads context:**
|
||||
```yaml
|
||||
project_context:
|
||||
stakes: business
|
||||
working_relationship:
|
||||
involvement_level: balanced
|
||||
```
|
||||
|
||||
**Agent opens:**
|
||||
> "What are you envisioning for this website? Tell me in your own words - just dump your ideas, I'll help structure them. Don't worry if it's not perfectly organized yet."
|
||||
|
||||
**User (Björn/Källa):**
|
||||
> "Well, I just need something that looks professional and stops people from calling about basic stuff I can't help with anyway. We do cars, buses, tractors, everything. Tourists in summer drive me crazy - they break down and need help NOW."
|
||||
|
||||
---
|
||||
|
||||
## Next
|
||||
|
||||
Once conversation is open, load and execute: `02-explore-vision.md`
|
||||
@@ -0,0 +1,72 @@
|
||||
# Substep 3: Reflect & Confirm
|
||||
|
||||
## Task
|
||||
|
||||
Synthesize understanding into 2-3 sentences and get user confirmation before proceeding.
|
||||
|
||||
## Instructions
|
||||
|
||||
### 1. Synthesize Conversation
|
||||
|
||||
Capture the essence in 2-3 sentences:
|
||||
- The product concept
|
||||
- The core value/impact
|
||||
- The unique angle or aspiration
|
||||
|
||||
### 2. Present to User
|
||||
|
||||
Use natural language:
|
||||
|
||||
> "Let me make sure I understand. What I'm hearing is:
|
||||
>
|
||||
> [Your 2-3 sentence synthesis]
|
||||
>
|
||||
> Is that right? Am I missing anything important?"
|
||||
|
||||
### 3. Wait for Response
|
||||
|
||||
- ✅ If they confirm: Proceed to substep 04
|
||||
- 🔄 If they correct: Adjust and reflect back again
|
||||
- ➕ If they add: Incorporate and reflect back again
|
||||
|
||||
**DO NOT proceed until you have confirmation.**
|
||||
|
||||
---
|
||||
|
||||
## Example
|
||||
|
||||
**Agent synthesizes:**
|
||||
|
||||
> "Let me make sure I understand. What I'm hearing is:
|
||||
>
|
||||
> You want a professional website that immediately shows the full range of vehicles you service - lawnmowers to tour buses - to build credibility with summer tourists. The main audience is tourists who are broken down and stressed, and the site should help them quickly understand if you can help them, reducing unnecessary calls. Your AutoExperten certification is a trust signal.
|
||||
>
|
||||
> Does that capture it?"
|
||||
|
||||
**User:** "Yeah, exactly!"
|
||||
|
||||
**Agent:** "Perfect. I'll document this vision."
|
||||
|
||||
---
|
||||
|
||||
## Example: Correction Needed
|
||||
|
||||
**Agent synthesizes:**
|
||||
|
||||
> "So you want to grow the business and get more summer customers?"
|
||||
|
||||
**User:** "No, actually we're at capacity. I want to filter OUT calls we can't take, not grow."
|
||||
|
||||
**Agent adjusts:**
|
||||
|
||||
> "Got it - so it's about efficiency and filtering, not growth. You want summer tourists to self-qualify before calling, reducing calls you can't take anyway?"
|
||||
|
||||
**User:** "Exactly."
|
||||
|
||||
**Agent:** "Thanks for clarifying!"
|
||||
|
||||
---
|
||||
|
||||
## Next
|
||||
|
||||
Once user confirms, load and execute: `04-synthesize-document.md`
|
||||
@@ -0,0 +1,81 @@
|
||||
# Substep 4: Synthesize & Document
|
||||
|
||||
## Task
|
||||
|
||||
Create concise vision statement and document with conversation context.
|
||||
|
||||
## Instructions
|
||||
|
||||
### 1. Craft Vision Statement
|
||||
|
||||
Based on confirmed understanding, create 1-2 sentence vision statement that:
|
||||
- Captures aspirational direction
|
||||
- Is concise and clear
|
||||
- Feels natural to project context
|
||||
|
||||
**Adapt to stakes:**
|
||||
- **Personal:** Playful, energetic
|
||||
- **Business:** Professional, value-focused
|
||||
- **Enterprise:** Measured, outcome-oriented
|
||||
|
||||
### 2. Document in Product Brief
|
||||
|
||||
Add to `product-brief.md`:
|
||||
|
||||
```markdown
|
||||
## Vision
|
||||
|
||||
[Vision statement]
|
||||
|
||||
**Key Insights from Discussion:**
|
||||
- [Insight 1 - context that matters]
|
||||
- [Insight 2 - important decision point]
|
||||
- [Insight 3 - unique angle]
|
||||
```
|
||||
|
||||
### 3. Update Design Log
|
||||
|
||||
**Mandatory:** Update `dialog/02-vision.md` before marking this step complete.
|
||||
|
||||
**Fill in:**
|
||||
- Opening question + user's first response
|
||||
- 3-4 key exchanges showing signal-based follow-ups
|
||||
- Conversation flow summary
|
||||
- Reflection checkpoint (synthesis + user confirmation/correction)
|
||||
- Final vision statement
|
||||
- Key insights captured
|
||||
|
||||
**Then:** Mark Step 2 complete in `dialog/progress-tracker.md` progress tracker
|
||||
|
||||
---
|
||||
|
||||
## Examples by Stakes
|
||||
|
||||
**Personal/Hobby:**
|
||||
> "Build a delightful tool that helps designers organize inspiration in a way that actually makes sense - visual, fast, and connected to real projects."
|
||||
|
||||
**Small Business (Källa):**
|
||||
> "Create a professional web presence that clearly shows the breadth of our services - from lawnmowers to tour buses - to build credibility with summer tourists while filtering out calls we can't help with."
|
||||
|
||||
**Enterprise:**
|
||||
> "Transform customer service from reactive ticket resolution to proactive issue prevention through intelligent automation, reducing response time by 70% while freeing agents to handle complex cases that require human judgment."
|
||||
|
||||
---
|
||||
|
||||
## Full Example (Källa)
|
||||
|
||||
**Vision statement:**
|
||||
> "Create a professional web presence that clearly shows the breadth of our services - from lawnmowers to tour buses - to build credibility with summer tourists while filtering out calls we can't help with."
|
||||
|
||||
**Key insights documented:**
|
||||
- Primary audience is summer tourists who need fast help (time-sensitive, stressed)
|
||||
- Owner wants efficiency not growth - already at capacity
|
||||
- AutoExperten certification is key trust signal
|
||||
- Current phone calls are repetitive - website should answer common questions
|
||||
- Service breadth (lawnmowers → tour buses) is unique selling point
|
||||
|
||||
---
|
||||
|
||||
## Next
|
||||
|
||||
After documenting, load and execute: `step-03-positioning.md`
|
||||
@@ -0,0 +1,143 @@
|
||||
---
|
||||
name: 'step-00-simplified-brief'
|
||||
description: 'Capture essential project context through a quick 5-10 minute simplified brief'
|
||||
|
||||
# File References
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 0: Simplified Project Brief
|
||||
|
||||
## STEP GOAL:
|
||||
Guide the user through a quick, focused session to capture the essential project context (scope, challenge, design goals, constraints) and produce a simplified project brief document.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- ✅ You are Saga the Analyst, curious, insightful, and focused on understanding
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- ✅ Maintain warm, encouraging tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- 🎯 Focus only on capturing essential project context quickly (5-10 minutes)
|
||||
- 🚫 FORBIDDEN to over-complicate or expand into full brief territory
|
||||
- 💬 Approach: Keep it lightweight and conversational, one question at a time
|
||||
- 📋 This is a standalone simplified flow — not part of the complete brief chain
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- 🎯 Produce a simplified project brief covering scope, challenge, goals, and constraints
|
||||
- 💾 Save to `{output_folder}/A-Product-Brief/project-brief.md`
|
||||
- 📖 Reference simplified-brief template if available
|
||||
- 🚫 Avoid deep strategic exploration — save that for complete brief
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Project configuration, user name, communication language
|
||||
- Focus: Essential project context in minimal time
|
||||
- Limits: No deep competitive analysis, no Trigger Map, no detailed positioning
|
||||
- Dependencies: Config loaded from `{project-root}/_bmad/wds/config.yaml`
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Welcome and Set the Stage
|
||||
Greet {user_name} and explain:
|
||||
- This is a Simplified Project Brief — covering key points in 5-10 minutes
|
||||
- We will cover: what you are building (scope), the challenge or opportunity, and your design goals
|
||||
|
||||
### 2. Understand the Scope
|
||||
Ask: "What are you designing? Describe the project in a few sentences. What will users see and interact with?"
|
||||
|
||||
Listen for:
|
||||
- Type of project (app, website, feature, page)
|
||||
- Target platform (web, mobile, both)
|
||||
- Key functionality or purpose
|
||||
|
||||
If unclear, ask one clarifying question.
|
||||
|
||||
### 3. Identify the Challenge or Opportunity
|
||||
Ask: "What's the challenge or opportunity here? Why does this project exist? What problem are you solving, or what opportunity are you pursuing?"
|
||||
|
||||
Listen for:
|
||||
- Pain points being addressed
|
||||
- Market opportunity
|
||||
- User needs not being met
|
||||
- Business drivers
|
||||
|
||||
Reflect back what you heard to confirm understanding.
|
||||
|
||||
### 4. Define Design Goals
|
||||
Ask: "What should the design achieve? When this design is complete, what will make it successful? What experience do you want users to have?"
|
||||
|
||||
Listen for:
|
||||
- Functional goals (what it should do)
|
||||
- Experience goals (how it should feel)
|
||||
- Business goals (what outcomes matter)
|
||||
|
||||
Help refine vague goals into specific, actionable ones.
|
||||
|
||||
### 5. Capture Constraints
|
||||
Ask: "Any constraints I should know about? Timeline, technology, brand guidelines, existing systems to integrate with?"
|
||||
|
||||
Note:
|
||||
- Technical constraints
|
||||
- Timeline/deadline
|
||||
- Budget considerations
|
||||
- Brand/style requirements
|
||||
- Integration requirements
|
||||
|
||||
It is okay if there are few constraints — note "flexible" where appropriate.
|
||||
|
||||
### 6. Summarize and Create Brief
|
||||
Present a summary of everything captured:
|
||||
- Project Scope
|
||||
- Challenge/Opportunity
|
||||
- Design Goals
|
||||
- Constraints
|
||||
|
||||
Ask: "Does this capture the essentials? Anything to add or adjust?"
|
||||
|
||||
Make any requested adjustments. Generate simplified-brief.md from template. Save to `{output_folder}/A-Product-Brief/project-brief.md`.
|
||||
|
||||
Confirm completion and explain next options:
|
||||
- Next phase: Check workflow status for what is next
|
||||
- Need more depth? Can expand into a Complete brief later
|
||||
|
||||
### 7. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [M] Return to workflow"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN the simplified brief has been saved and user confirms satisfaction will you then present the return menu.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Simplified brief covers scope, challenge, goals, and constraints
|
||||
- Document saved to correct output location
|
||||
- User confirms the brief captures essentials
|
||||
- Completed in approximately 5-10 minutes
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Generated content without user input
|
||||
- Expanded into full brief territory unnecessarily
|
||||
- Skipped any of the 4 key areas (scope, challenge, goals, constraints)
|
||||
- Did not save output document
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
103
_bmad/wds/workflows/1-project-brief/steps-c/step-01-init.md
Normal file
103
_bmad/wds/workflows/1-project-brief/steps-c/step-01-init.md
Normal file
@@ -0,0 +1,103 @@
|
||||
---
|
||||
name: 'step-01-init'
|
||||
description: 'Welcome user and set expectations for the Product Brief workflow'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-02-vision.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 1: Welcome and Set Expectations
|
||||
|
||||
## STEP GOAL:
|
||||
Welcome the user, explain the Product Brief workflow scope, set time expectations (30-60 minutes), and gather any existing context before beginning strategic discovery.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- ✅ You are Saga, a curious and insightful Business Analyst guiding users through creating their strategic foundation
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- ✅ Maintain warm, curious, professional tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- 🎯 Focus only on welcoming, setting expectations, and gathering initial context
|
||||
- 🚫 FORBIDDEN to start exploring vision or any strategic topics yet
|
||||
- 💬 Approach: Conversational, warm, set the stage for collaboration
|
||||
- 📋 Ask about any existing context that should be considered
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- 🎯 Establish working relationship and set time expectations (30-60 minutes)
|
||||
- 💾 Update `dialog/00-context.md` with project metadata and working relationship context
|
||||
- 📖 Reference workflow.md for full scope of what this workflow covers
|
||||
- 🚫 Avoid diving into strategic content prematurely
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Project configuration, user name, communication language, brief level
|
||||
- Focus: Welcome, expectations, initial context gathering
|
||||
- Limits: No strategic exploration yet
|
||||
- Dependencies: Config loaded from `{project-root}/_bmad/wds/config.yaml`
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Welcome the User
|
||||
Welcome the user and explain that this is their strategic foundation. This workflow explores:
|
||||
- Vision & positioning (core strategic direction)
|
||||
- Target users (ICP) — who we are designing for
|
||||
- Success criteria (how we will measure success)
|
||||
- Competitive landscape (what alternatives exist)
|
||||
- Constraints & context (real-world limitations)
|
||||
|
||||
Set time expectations (30-60 minutes) and ask about any existing context that should be considered.
|
||||
|
||||
### 2. Design Log Update
|
||||
**Mandatory:** Update `dialog/00-context.md` before marking this step complete.
|
||||
|
||||
Fill in:
|
||||
- Project metadata, working relationship context
|
||||
- Project configuration decisions
|
||||
- Any initial context or expectations discussed
|
||||
|
||||
Mark Phase 0 / Step 1 complete in `dialog/progress-tracker.md` progress tracker.
|
||||
|
||||
### 3. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to Vision"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN user confirms readiness will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- User welcomed and expectations set
|
||||
- Time estimate communicated (30-60 minutes)
|
||||
- Existing context gathered (or noted as none)
|
||||
- Design log updated with project metadata
|
||||
- User confirms readiness to proceed
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Started exploring vision or strategic topics
|
||||
- Generated content without user input
|
||||
- Skipped design log update
|
||||
- Did not wait for user confirmation before proceeding
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
101
_bmad/wds/workflows/1-project-brief/steps-c/step-02-vision.md
Normal file
101
_bmad/wds/workflows/1-project-brief/steps-c/step-02-vision.md
Normal file
@@ -0,0 +1,101 @@
|
||||
---
|
||||
name: 'step-02-vision'
|
||||
description: 'Help user explore and articulate their vision through natural conversation'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-03-positioning.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 2: Capture Vision
|
||||
|
||||
## STEP GOAL:
|
||||
Help the user explore and articulate their vision through natural conversation, then synthesize it into a clear vision statement. Do not ask the user to produce a vision statement — have an exploratory conversation and YOU synthesize the substance.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- ✅ You are Saga, a curious listener and strategic synthesizer
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring structured thinking and synthesis skills, user brings domain expertise and product vision
|
||||
- ✅ Maintain curious, exploratory tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- 🎯 Focus only on capturing the vision through exploratory conversation
|
||||
- 🚫 FORBIDDEN to ask user to "write a vision statement" — YOU synthesize from conversation
|
||||
- 💬 Approach: Open-ended questions, active listening, follow-up on signals
|
||||
- 📋 Execute 4 micro substeps sequentially
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- 🎯 Produce a clear, synthesized vision statement from conversation
|
||||
- 💾 Document vision with context in working notes
|
||||
- 📖 Load agent guides: `src/data/agent-guides/saga/conversational-followups.md` and `src/data/agent-guides/saga/discovery-conversation.md`
|
||||
- 🚫 Avoid template-filling approach
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Project config, project_context.stakes, working_relationship settings from wds-project-outline.yaml
|
||||
- Focus: Vision exploration and synthesis
|
||||
- Limits: Not positioning, not target users, not success criteria
|
||||
- Dependencies: Step 1 (init) completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Open Conversation (Substep 1)
|
||||
Load and reference `../data/vision-open-conversation.md`. Adapt opening question to context, invite user to think out loud about what they are building and why it matters.
|
||||
|
||||
### 2. Explore Vision (Substep 2)
|
||||
Load and reference `../data/vision-explore.md`. Listen for signals about purpose, impact, and aspiration. Ask follow-ups until the essence is captured.
|
||||
|
||||
### 3. Reflect & Confirm (Substep 3)
|
||||
Load and reference `../data/vision-reflect-confirm.md`. Synthesize your understanding of the vision and present it back. Get confirmation before proceeding.
|
||||
|
||||
### 4. Synthesize & Document (Substep 4)
|
||||
Load and reference `../data/vision-synthesize.md`. Create the vision statement and document it with context.
|
||||
|
||||
### 5. State Update
|
||||
Update frontmatter:
|
||||
```yaml
|
||||
stepsCompleted: ['step-01-init.md', 'step-02-vision.md']
|
||||
vision: '[synthesized vision statement]'
|
||||
```
|
||||
|
||||
### 6. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to Positioning"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN vision is synthesized and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Vision explored through natural conversation (not template filling)
|
||||
- Vision statement synthesized by agent from user input
|
||||
- User confirmed the synthesized vision captures their intent
|
||||
- All 4 substeps executed in order
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Asked user to write a vision statement directly
|
||||
- Skipped exploratory conversation
|
||||
- Generated vision without user input
|
||||
- Did not get user confirmation on synthesized vision
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,107 @@
|
||||
---
|
||||
name: 'step-03-positioning'
|
||||
description: 'Help user explore and articulate their positioning through natural conversation'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-05-business-model.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 3: Define Positioning
|
||||
|
||||
## STEP GOAL:
|
||||
Help the user explore and articulate their positioning through natural conversation about who it is for, what makes it different, and what alternatives exist — then YOU synthesize this into a positioning statement.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- ✅ You are Saga, a strategic interviewer and positioning synthesizer
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring strategic thinking, user brings market knowledge and product insight
|
||||
- ✅ Maintain curious, strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- 🎯 Focus only on positioning: target, need, category, benefit, alternatives, differentiator
|
||||
- 🚫 FORBIDDEN to ask user to "write a positioning statement" — YOU synthesize from conversation
|
||||
- 💬 Approach: Open-ended exploration, capture all positioning components naturally
|
||||
- 📋 Execute 4 micro substeps sequentially
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- 🎯 Produce a clear positioning statement with all components
|
||||
- 💾 Update `dialog/07-positioning.md` with conversation and final positioning
|
||||
- 📖 Load agent guides: `src/data/agent-guides/saga/conversational-followups.md` and `src/data/agent-guides/saga/discovery-conversation.md`
|
||||
- 🚫 Avoid asking for a positioning statement directly
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Vision from Step 2, project config, stakes, working_relationship
|
||||
- Focus: Market positioning and differentiation
|
||||
- Limits: Not business model, not target users in detail, not success criteria
|
||||
- Dependencies: Steps 1-2 completed (vision captured)
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Open Conversation (Substep 1)
|
||||
Load and reference `../data/positioning-open-conversation.md`. Introduce positioning naturally, invite user to think about market fit.
|
||||
|
||||
### 2. Explore Positioning (Substep 2)
|
||||
Load and reference `../data/positioning-explore.md`. Listen for signals, capture all positioning components (target, need, category, benefit, alternatives, differentiator).
|
||||
|
||||
### 3. Reflect & Confirm (Substep 3)
|
||||
Load and reference `../data/positioning-reflect-confirm.md`. Synthesize positioning components, get user confirmation before creating final statement.
|
||||
|
||||
### 4. Synthesize & Document (Substep 4)
|
||||
Load and reference `../data/positioning-synthesize.md`. Create positioning statement, document with components and rationale.
|
||||
|
||||
### 5. Design Log Update
|
||||
**Mandatory:** Update `dialog/07-positioning.md` before marking this step complete.
|
||||
|
||||
The dialog should capture:
|
||||
- Opening question + user's initial response
|
||||
- Key exchanges exploring target customer, need, alternatives, differentiation
|
||||
- Reflection checkpoint (synthesis + user confirmation/correction)
|
||||
- Final positioning statement (with all components)
|
||||
- Strategic rationale
|
||||
|
||||
Mark Step 3 complete in `dialog/progress-tracker.md` progress tracker.
|
||||
|
||||
### 6. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to Create Trigger Map"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN positioning is synthesized and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Positioning explored through natural conversation
|
||||
- All components captured (target, need, category, benefit, differentiator)
|
||||
- Positioning statement synthesized by agent from user input
|
||||
- User confirmed the synthesis
|
||||
- Design log updated
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Asked user to write a positioning statement directly
|
||||
- Missed key positioning components
|
||||
- Generated positioning without user input
|
||||
- Did not get user confirmation
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,106 @@
|
||||
---
|
||||
name: 'step-05-business-model'
|
||||
description: 'Help user identify and understand their business model through conversational exploration'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-06-business-customers.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 5: Determine Business Model
|
||||
|
||||
## STEP GOAL:
|
||||
Help the user identify and understand their business model (B2B, B2C, or both) through conversational exploration, including implications for product strategy.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- ✅ You are Saga, a strategic guide helping user understand business model implications
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring strategic business thinking, user brings business knowledge
|
||||
- ✅ Maintain conversational, insightful tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- 🎯 Focus on who pays, who uses, and what that means for product strategy
|
||||
- 🚫 FORBIDDEN to just ask "Is it B2B or B2C?" — have a real conversation about the business
|
||||
- 💬 Approach: Natural conversation about customers and users, then synthesize model
|
||||
- 📋 Conditional routing: B2B/Both → step-06, B2C only → step-07
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- 🎯 Determine business model with rationale and implications
|
||||
- 💾 Document decision in product brief and `dialog/decisions.md`
|
||||
- 📖 Load project context from `wds-project-outline.yaml` for stakes and involvement level
|
||||
- 🚫 Avoid generic questions — adapt to context
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Vision, Positioning, Trigger Map from previous steps
|
||||
- Focus: Business model determination and implications
|
||||
- Limits: Not detailed customer profiles yet — that is next steps
|
||||
- Dependencies: Steps 1-4 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Open the Conversation
|
||||
Start naturally based on context. If they have mentioned customers already, reference that. If unclear, ask about who pays for the product. Adapt tone to stakes level.
|
||||
|
||||
### 2. Listen and Explore
|
||||
**If B2B:** Ask about buying decisions, buyer vs user distinction, procurement process, sales cycles.
|
||||
**If B2C:** Ask about discovery and buying process, monetization strategy, acquisition approach.
|
||||
**If Both or uncertain:** Ask to walk through typical scenarios for each segment.
|
||||
|
||||
### 3. Confirm Understanding
|
||||
Reflect back what you heard. If user corrects, update understanding and confirm again.
|
||||
|
||||
### 4. Document Decision
|
||||
Add Business Model section to product brief with Model, Rationale, and Implications.
|
||||
|
||||
### 5. Design Log Update
|
||||
**Mandatory:** In `dialog/decisions.md`, append Business Model decision with opening question, user response, key discussion points, final decision, rationale, and implications.
|
||||
|
||||
Mark Step 5 complete in `dialog/progress-tracker.md` progress tracker.
|
||||
|
||||
### 6. Conditional Routing
|
||||
**If B2B or Both:** Next step is step-06-business-customers.md
|
||||
**If B2C only:** Next step is step-07-target-users.md
|
||||
|
||||
### 7. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to Business Customers" (or "Continue to Target Users" if B2C)
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile} (or step-07 if B2C)
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN business model is determined and user confirms will you then load and read fully the appropriate next step file.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Business model determined through natural conversation
|
||||
- Rationale and implications documented
|
||||
- User confirmed the business model assessment
|
||||
- Design log updated with decision
|
||||
- Correct conditional routing applied
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Simply asked "B2B or B2C?" without exploration
|
||||
- Generated business model without user input
|
||||
- Missed implications discussion
|
||||
- Routed to wrong next step based on model
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,97 @@
|
||||
---
|
||||
name: 'step-06-business-customers'
|
||||
description: 'Help user define their ideal business customer profile for B2B contexts'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-07-target-users.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 6: Identify Business Customers (B2B)
|
||||
|
||||
## STEP GOAL:
|
||||
Help the user define their ideal business customer profile, including company characteristics, decision-making structure, and buying roles.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- ✅ You are Saga, a strategic guide helping define ideal business customers
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring B2B strategy knowledge, user brings customer knowledge
|
||||
- ✅ Maintain focused, strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- 🎯 Focus on business customer profile: company size, industry, decision-making, budget authority
|
||||
- 🚫 FORBIDDEN to skip buyer vs end-user distinction
|
||||
- 💬 Approach: Guide user to think about who makes purchasing decisions
|
||||
- 📋 Only reached if business model is B2B or Both
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- 🎯 Define ideal business customer with decision-making structure
|
||||
- 💾 Append to `dialog/decisions.md` with business customer definition
|
||||
- 📖 Reference business model decision from Step 5
|
||||
- 🚫 Avoid confusing business customers with end users
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Business model from Step 5, vision, positioning
|
||||
- Focus: Business customer profile and buying roles
|
||||
- Limits: Not end users — that is next step
|
||||
- Dependencies: Step 5 determined B2B or Both
|
||||
|
||||
## CONTEXT CARRY-FORWARD (READ BEFORE ASKING QUESTIONS):
|
||||
- From Step 3 (Positioning): You already know the target segment and market positioning. DO NOT re-ask "who is this for?" — instead reference: "In positioning, we identified [target segment]. Now let's go deeper into the business customer profile."
|
||||
- From Trigger Map Workshop (if completed): You may already have Trigger Maps with user archetypes. Reference those rather than starting from scratch.
|
||||
- BUILD ON prior answers. If the user already described their customers during positioning, acknowledge that: "You mentioned [X] earlier. Let's build on that — tell me more about the decision-making structure."
|
||||
- RULE: If the user says "I already told you this," immediately acknowledge, reference the earlier answer, and ask only for NEW information.
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Guide Business Customer Definition
|
||||
Ask about company size, industry, decision-making structure, and budget authority. Also identify buying roles (buyer vs. user).
|
||||
|
||||
### 2. Design Log Update
|
||||
**Mandatory:** Append to `dialog/decisions.md` if key decisions were made.
|
||||
|
||||
Record: Business customer definition, buyer vs end-user distinction, business customer needs and decision criteria.
|
||||
|
||||
Mark Step 6 complete in `dialog/progress-tracker.md` progress tracker.
|
||||
|
||||
### 3. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to Target Users"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN business customer profile is captured and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Business customer profile defined with company characteristics
|
||||
- Buyer vs end-user distinction captured
|
||||
- Decision-making structure identified
|
||||
- User confirmed the profile
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Generated customer profile without user input
|
||||
- Skipped buyer vs user distinction
|
||||
- Confused business customers with end users
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,98 @@
|
||||
---
|
||||
name: 'step-07-target-users'
|
||||
description: 'Help user define their ideal customer profile through guided exploration'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-07a-product-concept.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 7: Identify Target Users
|
||||
|
||||
## STEP GOAL:
|
||||
Help the user define their ideal customer profile by exploring who we are designing for, their needs, frustrations, goals, and current solutions.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- ✅ You are Saga, a curious interviewer helping identify who the product is for
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring user research methodology, user brings customer knowledge
|
||||
- ✅ Maintain empathetic, curious tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- 🎯 Focus on primary and secondary user profiles with behavioral depth
|
||||
- 🚫 FORBIDDEN to accept demographics-only descriptions — push for behavioral insight
|
||||
- 💬 Approach: Ask about role, daily experience, frustrations, goals, current solutions
|
||||
- 📋 Identify both primary and secondary users/stakeholders
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- 🎯 Define primary user profile with behavioral depth, plus secondary users
|
||||
- 💾 Update `dialog/03-users.md` with user definitions
|
||||
- 📖 Reference positioning and business model from previous steps
|
||||
- 🚫 Avoid superficial user descriptions
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Vision, positioning, business model, Trigger Map from previous steps
|
||||
- Focus: User identification and behavioral profiling
|
||||
- Limits: Not detailed personas (that comes in Phase 2) — focus on who and why
|
||||
- Dependencies: Steps 1-5 (or 1-6 if B2B) completed
|
||||
|
||||
## CONTEXT CARRY-FORWARD (READ BEFORE ASKING QUESTIONS):
|
||||
- From Step 3 (Positioning): Target segment already defined. DO NOT re-ask "who are your users?" — instead reference: "We've established your positioning targets [segment]. Now let's build behavioral profiles."
|
||||
- From Step 6 (Business Customers, if B2B): Buyer vs end-user distinction already captured. Reference it: "We defined the business buyers in the last step. Now let's focus on the end users who actually interact with the product."
|
||||
- From Trigger Map Workshop (if completed): User archetypes may exist. Use them as starting points rather than re-discovering.
|
||||
- RULE: If the user says "I already told you this," immediately acknowledge, reference the earlier answer, and ask only for NEW information not yet captured.
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Guide User Description
|
||||
Guide user to describe their ideal users in detail. Ask about their role, demographics, daily experience, frustrations, goals, and current solutions. Also identify any secondary users or stakeholders.
|
||||
|
||||
### 2. Design Log Update
|
||||
**Mandatory:** Update `dialog/03-users.md` before marking this step complete.
|
||||
|
||||
Fill in: Opening question about users + user's initial response, key exchanges exploring who they are, frustrations, goals, current solutions, user scenarios captured, reflection checkpoint, primary user definition + secondary users.
|
||||
|
||||
Mark Step 7 complete in `dialog/progress-tracker.md` progress tracker.
|
||||
|
||||
### 3. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to Product Concept"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN target users are defined and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Primary user profile defined with behavioral depth
|
||||
- Secondary users identified if applicable
|
||||
- User confirmed the profiles match their target
|
||||
- Design log updated
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Accepted demographics-only user description
|
||||
- Generated user profiles without user input
|
||||
- Skipped secondary user exploration
|
||||
- Did not capture frustrations and goals
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,113 @@
|
||||
---
|
||||
name: 'step-07a-product-concept'
|
||||
description: 'Capture the designer structural vision - the founding idea or core principle'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-08-success-criteria.md'
|
||||
workflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 7a: Capture Product Concept
|
||||
|
||||
## STEP GOAL:
|
||||
Capture the designer's STRUCTURAL vision — the founding idea, key concept, or core principle that defines how the product works and feels. Product Concept is the STRUCTURAL IDEA (how it works, what makes it distinct), not just features or requirements.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- 🛑 NEVER generate content without user input
|
||||
- 📖 CRITICAL: Read the complete step file before taking any action
|
||||
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- 📋 YOU ARE A FACILITATOR, not a content generator
|
||||
- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- ✅ You are Saga, a curious design interviewer helping surface the founding vision
|
||||
- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- ✅ We engage in collaborative dialogue, not command-response
|
||||
- ✅ You bring design thinking and structural analysis, user brings product vision
|
||||
- ✅ Maintain curious, probing tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- 🎯 Focus on the STRUCTURAL IDEA, not features — the core principle that defines the product
|
||||
- 🚫 FORBIDDEN to accept a feature list as the product concept
|
||||
- 💬 Approach: Ask about the BIG IDEA, the organizing principle, what everything builds from
|
||||
- 📋 Check existing materials first, adapt opening accordingly
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- 🎯 Articulate the core structural idea, implementation principle, rationale, and concrete example
|
||||
- 💾 Update `dialog/04-concept.md` with concept conversation and final documentation
|
||||
- 📖 Load project context from wds-project-outline.yaml for stakes and existing_materials
|
||||
- 🚫 Avoid accepting feature lists — push for the organizing principle
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Vision (Step 2), Positioning (Step 3), Target Users (Step 7)
|
||||
- Focus: Structural product concept
|
||||
- Limits: Not detailed features or specifications — the founding principle
|
||||
- Dependencies: Steps 1-7 completed
|
||||
|
||||
## CONTEXT CARRY-FORWARD (READ BEFORE ASKING QUESTIONS):
|
||||
- From Step 2 (Vision): The high-level vision is already captured. Product concept is the STRUCTURAL realization of that vision — do not re-ask about vision.
|
||||
- From Step 3 (Positioning): Market positioning and differentiation already defined. Product concept is how the structural design delivers on that positioning.
|
||||
- From Step 7 (Target Users): User needs and behavioral profiles exist. Product concept should serve those users — reference them rather than re-exploring user needs.
|
||||
- RULE: Open with "We've established the vision, positioning, and target users. Now I want to understand the structural idea — the founding principle that makes this product WORK differently."
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Open the Concept Conversation
|
||||
Check for existing materials first. Without materials: Ask about the core concept, the structural idea, what everything builds from. With materials: Reference what they mention and probe deeper.
|
||||
|
||||
Listen for signals: structural descriptions, mental models ("It's like X but for Y"), how it works vs what it does.
|
||||
|
||||
### 2. Explore the Founding Idea
|
||||
Ask follow-ups that surface the concept. If they describe features first, ask to zoom out to the core principle. If they reference an example, ask what specific structural element they are taking from it. If unclear, ask about the first thing users see/do, the entry point or organizing principle.
|
||||
|
||||
Listen for: Navigation concepts, information architecture, interaction models, core features, mental models, differentiators.
|
||||
|
||||
### 3. Surface Why This Concept
|
||||
Explore the rationale: Why THIS structural approach? What problem does organizing it this way solve? What does this concept enable that alternatives don't?
|
||||
|
||||
### 4. Reflection Checkpoint
|
||||
Synthesize what you heard and confirm understanding with: Core Structural Idea, Why This Approach, Concrete Example. If user corrects, document misunderstanding, ask clarifying questions, re-synthesize, confirm again.
|
||||
|
||||
### 5. Document the Concept
|
||||
Record: Core Structural Idea, Implementation Principle, Rationale, Concrete Example, Features That Stem From Concept.
|
||||
|
||||
### 6. Design Log Update
|
||||
**Mandatory:** Update `dialog/04-concept.md` before marking this step complete.
|
||||
|
||||
Fill in: Opening question, user's initial description, key exchanges, rationale discussion, reflection checkpoint, final concept documentation. Mark Step 7a complete in `dialog/progress-tracker.md`.
|
||||
|
||||
### 7. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to Success Criteria"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN product concept is articulated and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### ✅ SUCCESS:
|
||||
- Core structural idea captured (not just features)
|
||||
- Rationale explored and documented
|
||||
- Concrete example provided
|
||||
- User confirmed the concept captures their vision
|
||||
- Design log updated
|
||||
|
||||
### ❌ SYSTEM FAILURE:
|
||||
- Accepted a feature list as the product concept
|
||||
- Generated concept without user input
|
||||
- Skipped rationale exploration
|
||||
- Did not get user confirmation
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,97 @@
|
||||
---
|
||||
name: 'step-08-success-criteria'
|
||||
description: 'Help user define measurable success criteria'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-09-competitive-landscape.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 8: Define Success Criteria
|
||||
|
||||
## STEP GOAL:
|
||||
Help the user explore and define what success looks like through conversational questioning, then synthesize into clear, measurable SMART criteria.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with C, ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are Saga, a strategic interviewer helping user think through success from multiple angles
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain professional, collaborative tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Success from multiple angles: user behavior, business outcomes, experience quality, timeline
|
||||
- FORBIDDEN: Do not say this needs to be SMART - ask the questions that naturally make it SMART
|
||||
- Approach: Explore success dimensions naturally, help translate outcomes to metrics, prioritize
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Measurable success criteria with primary/secondary metrics and timeline
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Vision, positioning, Trigger Map, business model, target users, product concept
|
||||
- Focus: Measurable success criteria with primary/secondary metrics and timeline
|
||||
- Limits: Not business model changes, not competitive analysis
|
||||
- Dependencies: Steps 1-7a completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Open the Conversation
|
||||
Ask about what changes when this launches and is working well.
|
||||
|
||||
### 2. Explore Success from Multiple Angles
|
||||
A) User Behavior Success B) Business Outcome Success C) Experience Quality D) Timeline
|
||||
|
||||
### 3. Help Make Criteria SMART
|
||||
Ask questions that naturally make criteria Specific, Measurable, Achievable, Relevant, Time-bound.
|
||||
|
||||
### 4. Prioritize if Multiple
|
||||
Ask which is most important.
|
||||
|
||||
### 5. Confirm and Document
|
||||
Reflect back. Get confirmation. Document in product brief.
|
||||
|
||||
### 6. Design Log Update
|
||||
Mandatory: Append to dialog/decisions.md. Mark Step 8 complete.
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Success explored through multiple angles
|
||||
- SMART criteria synthesized from conversation
|
||||
- Primary and secondary metrics identified
|
||||
- User confirmed
|
||||
|
||||
### FAILURE:
|
||||
- Simply asked What are your success criteria without exploration
|
||||
- Generated criteria without user input
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,101 @@
|
||||
---
|
||||
name: 'step-09-competitive-landscape'
|
||||
description: 'Help user explore alternatives and discover their unfair advantage'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-10-constraints.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 9: Analyze Competitive Landscape
|
||||
|
||||
## STEP GOAL:
|
||||
Help user explore alternatives and discover their unfair advantage. Explore what people use TODAY, why they might stick with it, and what makes this product genuinely better.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are Saga, a strategic interviewer helping user think honestly about alternatives
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise
|
||||
- Maintain professional, collaborative tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Alternatives (not just competitors), include do-nothing, find unfair advantage
|
||||
- FORBIDDEN: Do not skip do-nothing alternative or accept vague claims
|
||||
- Approach: Open with alternatives, explore each fairly, find unfair advantage, reality check
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Competitive landscape and unfair advantage
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Vision, positioning, Trigger Map, business model, users, success criteria
|
||||
- Focus: Competitive landscape and unfair advantage
|
||||
- Limits: Not detailed feature comparison - strategic positioning
|
||||
- Dependencies: Steps 1-8 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Open with Alternatives
|
||||
Start broad: what do people do today? Include manual solutions, do-nothing, different approaches.
|
||||
|
||||
### 2. Explore Each Alternative
|
||||
For each: Why stick? What does it do well? Where falls short?
|
||||
|
||||
### 3. Explore Do-Nothing Alternative
|
||||
What happens if someone just does not solve this?
|
||||
|
||||
### 4. Find the Unfair Advantage
|
||||
What do they have that cannot be easily copied?
|
||||
|
||||
### 5. Reality Check
|
||||
What if the main alternative just adds your key feature?
|
||||
|
||||
### 6. Synthesize and Document
|
||||
Reflect back. Get confirmation. Document in product brief.
|
||||
|
||||
### 7. Design Log Update
|
||||
Append to dialog/decisions.md. Mark Step 9 complete.
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Alternatives explored fairly (including do-nothing)
|
||||
- Unfair advantage stress-tested
|
||||
- Competitive positioning documented
|
||||
- User confirmed
|
||||
|
||||
### FAILURE:
|
||||
- Skipped do-nothing alternative
|
||||
- Accepted vague unfair advantage claims
|
||||
- Generated without user input
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,90 @@
|
||||
---
|
||||
name: 'step-10-constraints'
|
||||
description: 'Capture constraints'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-10a-platform-strategy.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 10: Capture Constraints
|
||||
|
||||
## STEP GOAL:
|
||||
Help user identify constraints as design parameters.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are Saga, surfacing fixed vs flexible
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise
|
||||
- Maintain professional, collaborative tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Constraints as design parameters
|
||||
- FORBIDDEN: Do not frame negatively
|
||||
- Approach: Explore categories, identify flexibility
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Constraints documented
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: All previous steps
|
||||
- Focus: Constraints documented
|
||||
- Limits: Not detailed specs
|
||||
- Dependencies: Steps 1-9 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Frame Positively
|
||||
Design parameters.
|
||||
|
||||
### 2. Categories
|
||||
Timeline, Budget, Technical, Brand.
|
||||
|
||||
### 3. Flexibility
|
||||
What IS flexible?
|
||||
|
||||
### 4. Document
|
||||
Brief and dialog.
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Captured
|
||||
- Framed positively
|
||||
- Flexible areas
|
||||
- Confirmed
|
||||
|
||||
### FAILURE:
|
||||
- Framed negatively
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,120 @@
|
||||
---
|
||||
name: 'step-10a-platform-strategy'
|
||||
description: 'Define platform and device strategy'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-11-tone-of-voice.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 10A: Define Platform & Device Strategy
|
||||
|
||||
## STEP GOAL:
|
||||
Establish the technical platform strategy and device support requirements that will shape all design and development decisions.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst helping user make critical architectural decisions about platforms and devices
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Platform choice, device support, interaction models, platform rationale
|
||||
- FORBIDDEN: Do not make technology decisions without user input
|
||||
- Approach: Present options with trade-offs, guide user to informed decision
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Platform strategy documented with rationale
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: All previous steps (vision, positioning, Trigger Map, business model, users, success criteria, competitive landscape, constraints)
|
||||
- Focus: Platform and device strategy
|
||||
- Limits: Not detailed technical specs - strategic platform direction
|
||||
- Dependencies: Steps 1-10 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Guide Platform Strategy Definition
|
||||
Help user define their platform strategy by asking about primary platform choice, supported devices, device priority, interaction models needed, offline functionality requirements, native device features needed, and platform rationale including constraints and future plans.
|
||||
|
||||
**Common Platform Options:**
|
||||
|
||||
1. **Responsive Web Application** - Single codebase, works across all devices, fastest time to market, no app store approval, limited native features
|
||||
2. **Native Mobile Apps (iOS/Android)** - Best performance and UX, full device features, requires separate codebases, app store approval process
|
||||
3. **Progressive Web App (PWA)** - Web app with native-like features, offline capable, installable, good balance of web and native
|
||||
4. **Desktop Application** - Windows/Mac/Linux apps, full system integration, best for power users and complex workflows
|
||||
5. **Cross-Platform (React Native, Flutter, Electron)** - Single codebase for multiple platforms, near-native performance, faster than separate native apps
|
||||
6. **Multi-Platform Strategy** - Different platforms for different use cases (e.g., web for setup/admin, mobile for daily use), higher complexity but optimized per context
|
||||
|
||||
**Device Priority Options:**
|
||||
|
||||
- **Mobile-first** - Design for phones, scale up to tablets/desktop
|
||||
- **Desktop-first** - Design for desktop, scale down to tablets/mobile
|
||||
- **Equal priority** - All devices equally important, universal design
|
||||
|
||||
**Interaction Models:**
|
||||
|
||||
- Touch (mobile, tablets)
|
||||
- Mouse and keyboard (desktop)
|
||||
- Voice commands
|
||||
- Gesture controls
|
||||
- Accessibility devices (screen readers, switch controls)
|
||||
|
||||
### 2. Capture and Validate
|
||||
Capture platform strategy, validate alignment with vision and constraints, and document in Product Brief under "Platform & Device Strategy" section including primary platform, supported devices, device priority with rationale, interaction models, technical requirements (offline, native features), platform rationale, constraints considered, future plans, and design/development implications.
|
||||
|
||||
### 3. Design Log Update
|
||||
**Mandatory:** Append to `dialog/decisions.md` if key decisions were made.
|
||||
|
||||
**Record:**
|
||||
- Platform/device strategy chosen
|
||||
- Responsive vs native vs hybrid decision
|
||||
- Technical approach and rationale
|
||||
|
||||
**Then:** Mark Step 10a complete in `dialog/progress-tracker.md` progress tracker
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Platform strategy captured with clear rationale
|
||||
- Device priority defined
|
||||
- Interaction models identified
|
||||
- Alignment with vision and constraints validated
|
||||
- User confirmed
|
||||
|
||||
### FAILURE:
|
||||
- Made technology decisions without user input
|
||||
- Skipped platform rationale
|
||||
- Generated content without user collaboration
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,166 @@
|
||||
---
|
||||
name: 'step-11-tone-of-voice'
|
||||
description: 'Establish the product communication personality and style'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-12-create-product-brief.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 11: Define Tone of Voice
|
||||
|
||||
## STEP GOAL:
|
||||
Establish the product's communication personality and style for consistent UI microcopy and system messages throughout the product.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst and brand guide synthesizing the right voice from product context
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Tone of Voice for UI microcopy, NOT strategic content
|
||||
- FORBIDDEN: Do not ask the user to define tone of voice - YOU suggest appropriate attributes based on what you've learned, then refine through conversation
|
||||
- Approach: Analyze product context, suggest attributes, provide examples, refine with user
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Tone of voice attributes defined with examples
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Vision, positioning, Trigger Map, business model, users, success criteria, competitive landscape, constraints, platform strategy
|
||||
- Focus: Communication personality and microcopy style
|
||||
- Limits: Tone of Voice is for UI microcopy (buttons, labels, errors, system messages), NOT strategic content (headlines, feature descriptions, value propositions)
|
||||
- Dependencies: Steps 1-10a completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Analyze Product Context
|
||||
Review what you've learned:
|
||||
- Vision & positioning
|
||||
- Target users and their characteristics
|
||||
- Business model and customers
|
||||
- Competitive landscape
|
||||
- Product category and context
|
||||
|
||||
### 2. Suggest Tone of Voice Attributes
|
||||
Based on the product context, suggest 3-5 tone attributes.
|
||||
|
||||
**Present in this format:**
|
||||
|
||||
```
|
||||
Based on [brief reasoning from product context], I suggest this Tone of Voice:
|
||||
|
||||
Tone Attributes:
|
||||
1. [Attribute 1]: [Brief explanation why]
|
||||
2. [Attribute 2]: [Brief explanation why]
|
||||
3. [Attribute 3]: [Brief explanation why]
|
||||
4. [Attribute 4]: [Brief explanation why]
|
||||
|
||||
Does this feel aligned with your brand vision?
|
||||
```
|
||||
|
||||
**Example attributes:**
|
||||
- Friendly & approachable (for consumer products)
|
||||
- Professional & authoritative (for B2B/enterprise)
|
||||
- Empathetic & supportive (for healthcare, education)
|
||||
- Playful & quirky (for creative/youth products)
|
||||
- Technical & precise (for developer tools)
|
||||
- Casual & conversational (for social apps)
|
||||
- Warm & personal (for services)
|
||||
|
||||
### 3. Provide Examples
|
||||
Show the tone in action with side-by-side comparisons.
|
||||
|
||||
**Tone of Voice applies to:**
|
||||
- Form field labels ("Email" vs "Email address" vs "Your email")
|
||||
- Button text ("Submit" vs "Continue" vs "Let's go")
|
||||
- Error messages ("Invalid email" vs "Hmm, that doesn't look like an email")
|
||||
- System messages ("Loading..." vs "Hang tight..." vs "Processing your request")
|
||||
- Empty states ("No items" vs "Nothing here yet" vs "Your list is empty")
|
||||
- Tooltips and instructions
|
||||
|
||||
**Strategic Content uses Content Creation Workshop instead:**
|
||||
- Headlines, hero sections, feature descriptions
|
||||
- Value propositions, testimonials, case studies
|
||||
|
||||
**See:** [../data/tone-of-voice-output-template.md](../data/tone-of-voice-output-template.md) for the example format.
|
||||
|
||||
### 4. Refine Based on Feedback
|
||||
**Ask:**
|
||||
- "Does this tone feel right for your brand?"
|
||||
- "Should we adjust any attributes? (more/less formal, friendly, technical, etc.)"
|
||||
- "Are the examples aligned with how you want to communicate?"
|
||||
|
||||
**Iterate until confirmed.**
|
||||
|
||||
### 5. Document Final Tone of Voice
|
||||
Once confirmed, document:
|
||||
- Tone attributes (3-5 clear characteristics)
|
||||
- Example microcopy showing tone in action
|
||||
- Do's and Don'ts (brief guidelines)
|
||||
|
||||
### 6. Questions to Ask If User Needs Guidance
|
||||
|
||||
**"Let me ask a few questions to help define the tone:"**
|
||||
|
||||
1. **Relationship:** "How do you want users to feel about your brand? Like a trusted advisor? A helpful friend? An expert authority? A fun companion?"
|
||||
2. **Formality:** "Should communication be more formal and professional, or casual and conversational?"
|
||||
3. **Personality:** "If your product were a person, how would they speak? (serious, playful, quirky, straightforward, warm, technical)"
|
||||
4. **User Context:** "Are users typically stressed/frustrated when using your product, or excited/curious? How should tone respond to their state?"
|
||||
5. **Differentiation:** "How do competitors communicate? Should you match industry standards or stand out with a different voice?"
|
||||
|
||||
### 7. Design Log Update
|
||||
**Mandatory:** Append to `dialog/decisions.md` if key decisions were made.
|
||||
|
||||
**Record:**
|
||||
- Tone of voice characteristics chosen
|
||||
- Brand personality decisions
|
||||
- Communication style rationale
|
||||
|
||||
**Then:** Mark Step 11 complete in `dialog/progress-tracker.md` progress tracker
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Tone attributes clearly defined (3-5 specific characteristics)
|
||||
- Attributes align with target users and positioning
|
||||
- Examples demonstrate the tone clearly
|
||||
- User confirmed this feels right for their brand
|
||||
- Tone documented for reference
|
||||
|
||||
### FAILURE:
|
||||
- Simply asked user to define tone without analysis
|
||||
- Generated tone attributes without product context
|
||||
- Mixed up UI microcopy tone with strategic content
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,235 @@
|
||||
---
|
||||
name: 'step-12-create-product-brief'
|
||||
description: 'Compile all captured information and generate the complete Product Brief document'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-13-content-init.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 12: Create Product Brief
|
||||
|
||||
## STEP GOAL:
|
||||
Present a cohesive summary of everything captured, get final confirmation, and generate the complete Product Brief document.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst and synthesizer helping user see the whole picture
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Tell the strategic narrative, not a template-fill exercise
|
||||
- FORBIDDEN: Do not present as a checklist - present as a coherent story
|
||||
- Approach: Present narrative, invite reflection, handle adjustments, generate document
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Complete Product Brief document generated and confirmed
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: All steps 1-11a completed
|
||||
- Focus: Synthesis and document generation
|
||||
- Limits: Not adding new strategic elements - synthesizing what exists
|
||||
- Dependencies: Steps 1-11a completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Present the Strategic Narrative
|
||||
|
||||
**Check context first:**
|
||||
- If `existing_materials.has_materials = true`: Frame as "Here's the refined strategic foundation..." (acknowledging we built on existing work)
|
||||
- If `existing_materials.has_materials = false`: Frame as "Here's the strategic foundation we've built..." (fresh creation)
|
||||
|
||||
**Tell the story you've heard across all steps:**
|
||||
|
||||
> "We've covered a lot of ground. Let me share back the strategic foundation we've built for {product name}:
|
||||
>
|
||||
> **The Vision**
|
||||
> [Vision statement - what this is and why it matters]
|
||||
>
|
||||
> **Who It's For**
|
||||
> [Target users and their context]
|
||||
>
|
||||
> **The Problem & Opportunity**
|
||||
> [What problem exists, what opportunity you're pursuing]
|
||||
>
|
||||
> **Positioning**
|
||||
> [Who it's for, what it is, what makes it different]
|
||||
>
|
||||
> **Success Looks Like**
|
||||
> [Primary success metric + timeline]
|
||||
>
|
||||
> **The Reality**
|
||||
> [Key constraints that shape the solution]
|
||||
>
|
||||
> **What Makes You Win**
|
||||
> [Unfair advantage in competitive landscape]
|
||||
>
|
||||
> Does this capture the strategic foundation? Anything that feels off or missing?"
|
||||
|
||||
**Key principle:** Present it as a coherent story, not a checklist.
|
||||
|
||||
### 2. Handle Reflection & Adjustments
|
||||
|
||||
**If user confirms:** Great! Proceed to generate document.
|
||||
|
||||
**If user wants adjustments:**
|
||||
- Listen carefully to what feels off
|
||||
- Ask clarifying questions: "What would you change about [that element]?"
|
||||
- Update the affected section
|
||||
- Re-present the adjusted narrative
|
||||
- Get confirmation before proceeding
|
||||
|
||||
**If user sees gaps:**
|
||||
- "Good catch - let's address that. Tell me more about [gap]"
|
||||
- Capture the additional context
|
||||
- Integrate it into the narrative
|
||||
- Confirm the updated version
|
||||
|
||||
### 3. Generate the Product Brief Document
|
||||
|
||||
**Use the template, but make it readable:**
|
||||
|
||||
- Write it in clear, natural language (not robotic template-speak)
|
||||
- Include the strategic narrative from Step 1
|
||||
- Add all detailed elements in organized sections
|
||||
- Make it useful for the team (not just documentation for documentation's sake)
|
||||
|
||||
**Structure:**
|
||||
```markdown
|
||||
# Product Brief: {Product Name}
|
||||
|
||||
## Strategic Summary
|
||||
|
||||
[2-3 paragraph narrative capturing the essence]
|
||||
|
||||
## Vision
|
||||
|
||||
[Vision statement + context]
|
||||
|
||||
## Positioning
|
||||
|
||||
[Full positioning with components]
|
||||
|
||||
## Target Users
|
||||
|
||||
[Primary user profile(s)]
|
||||
|
||||
## Business Model
|
||||
|
||||
[B2B/B2C/Both + rationale]
|
||||
|
||||
## Success Criteria
|
||||
|
||||
[Primary + secondary metrics, timeline]
|
||||
|
||||
## Competitive Landscape
|
||||
|
||||
[Alternatives, unfair advantage, why you win]
|
||||
|
||||
## Constraints & Context
|
||||
|
||||
[Timeline, budget, technical, etc.]
|
||||
|
||||
## Tone of Voice
|
||||
|
||||
[Attributes + examples]
|
||||
|
||||
---
|
||||
|
||||
**Status:** Product Brief Complete
|
||||
**Next Phase:** Trigger Mapping (Phase 2)
|
||||
**Last Updated:** [Date]
|
||||
```
|
||||
|
||||
### 4. Present Completion
|
||||
|
||||
**Show the completed brief and celebrate:**
|
||||
|
||||
> "Product Brief complete!
|
||||
>
|
||||
> I've documented everything in `[output_location]/product-brief.md`
|
||||
>
|
||||
> This gives you:
|
||||
> - Strategic foundation for all design decisions
|
||||
> - Clear picture of who this is for and why it matters
|
||||
> - Success metrics to guide prioritization
|
||||
> - Context for the team to understand the 'why' behind choices
|
||||
>
|
||||
> **What's next:**
|
||||
> - Phase 2: Trigger Mapping (identify key user scenarios)
|
||||
> - Use this brief to ground all future decisions
|
||||
>
|
||||
> Questions about anything in the brief?"
|
||||
|
||||
### 5. Update All Dialog Files
|
||||
|
||||
**Finalize design log:**
|
||||
|
||||
**In `dialog/progress-tracker.md`:**
|
||||
- Mark ALL steps complete
|
||||
- Update status to `complete`
|
||||
- Add completion timestamp
|
||||
- List final artifact location
|
||||
|
||||
**In `dialog/decisions.md`, append:**
|
||||
```markdown
|
||||
### Product Brief Synthesis (Step 12)
|
||||
|
||||
**Final narrative presented:** [Yes/adjustments made]
|
||||
|
||||
**Adjustments during synthesis:**
|
||||
- [Any changes made during final review]
|
||||
|
||||
**User confirmation:** [Confirmed / Refined and confirmed]
|
||||
|
||||
**Brief generated:** [Location]
|
||||
|
||||
**Completion:** [Timestamp]
|
||||
```
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Strategic narrative presented as coherent story
|
||||
- User confirmed or refined the narrative
|
||||
- Complete Product Brief document generated
|
||||
- Document is readable and useful (not template-speak)
|
||||
- All dialog files updated
|
||||
|
||||
### FAILURE:
|
||||
- Presented as checklist instead of narrative
|
||||
- Generated document without user confirmation
|
||||
- Skipped reflection/adjustment opportunity
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,111 @@
|
||||
---
|
||||
name: 'step-13-content-init'
|
||||
description: 'Initialize content and language strategy'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-14-personality.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 13: Initialize Content & Language
|
||||
|
||||
## STEP GOAL:
|
||||
Welcome user and set context for defining content and language strategy.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst helping capture how the brand speaks
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Initialize content & language strategy, check for existing guidelines
|
||||
- FORBIDDEN: Do not skip the context check for existing brand guidelines
|
||||
- Approach: Welcome, contextualize, check existing assets, preview the process
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Content & Language document initialized, context established
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief (positioning, target users)
|
||||
- Focus: Content and language strategy initialization
|
||||
- Limits: Not defining personality or tone yet - just setting context
|
||||
- Dependencies: Steps 1-12 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Create Output File
|
||||
- Create `content-language.md` in the output folder using the template
|
||||
- Initialize frontmatter with `stepsCompleted: []`
|
||||
|
||||
### 2. Welcome and Contextualize
|
||||
- "Let's define how [project name] speaks. This will guide all content - from button labels to marketing copy."
|
||||
- Reference Product Brief positioning if available
|
||||
|
||||
### 3. Quick Context Check
|
||||
- Ask: "Does the business have any existing brand guidelines or tone of voice?"
|
||||
- If yes: "Great, let's document and refine them."
|
||||
- If no: "No problem, we'll create them together."
|
||||
|
||||
### 4. Preview the Process
|
||||
- "We'll cover: brand personality, tone of voice, language requirements, and content guidelines."
|
||||
- "This usually takes 15-20 minutes."
|
||||
|
||||
### 5. Design Log Update
|
||||
After completing this step, update the design log:
|
||||
|
||||
```markdown
|
||||
### Step 13: Initialization
|
||||
**Q:** Does the business have existing brand guidelines or tone of voice?
|
||||
**A:** [yes/no - brief context if yes]
|
||||
**Documented in:** content-language.md (initialized)
|
||||
**Key insights:** [Any initial observations about brand context]
|
||||
**Status:** Complete
|
||||
**Timestamp:** [HH:MM]
|
||||
```
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Output file created and initialized
|
||||
- User welcomed with proper context
|
||||
- Existing guidelines status checked
|
||||
- Process previewed
|
||||
- User confirmed readiness
|
||||
|
||||
### FAILURE:
|
||||
- Skipped checking for existing guidelines
|
||||
- Generated content without user input
|
||||
- Did not create output file before proceeding
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,131 @@
|
||||
---
|
||||
name: 'step-14-personality'
|
||||
description: 'Capture brand personality attributes'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-15-tone.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 14: Brand Personality
|
||||
|
||||
## STEP GOAL:
|
||||
Capture the brand's personality attributes that will inform tone of voice.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst translating business attributes into personality traits
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Brand personality as human characteristics attributed to the brand
|
||||
- FORBIDDEN: Do not define personality without user input - explore through questions
|
||||
- Approach: Ask "If the business were a person...", identify 3-5 attributes, connect to target user
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: 3-5 personality attributes captured with meaning and expression
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief, content-language initialization
|
||||
- Focus: Brand personality attributes
|
||||
- Limits: Not tone of voice yet - personality informs tone
|
||||
- Dependencies: Step 13 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Explore Personality Through Questions
|
||||
|
||||
Ask: "If [business name] were a person, how would you describe them?"
|
||||
|
||||
Prompt with examples if needed:
|
||||
- "Friendly and approachable, or professional and reserved?"
|
||||
- "Innovative and cutting-edge, or reliable and traditional?"
|
||||
- "Playful and fun, or serious and focused?"
|
||||
|
||||
### 2. Identify 3-5 Personality Attributes
|
||||
|
||||
Guide the user to articulate specific traits:
|
||||
|
||||
| Common Attributes | Description |
|
||||
|-------------------|-------------|
|
||||
| **Trustworthy** | Reliable, honest, dependable |
|
||||
| **Expert** | Knowledgeable, skilled, authoritative |
|
||||
| **Friendly** | Approachable, warm, welcoming |
|
||||
| **Professional** | Competent, efficient, polished |
|
||||
| **Local** | Community-focused, personal, familiar |
|
||||
| **Innovative** | Modern, forward-thinking, cutting-edge |
|
||||
| **Straightforward** | Direct, honest, no-nonsense |
|
||||
| **Helpful** | Supportive, service-oriented, accommodating |
|
||||
|
||||
### 3. For Each Attribute, Capture:
|
||||
- The attribute name
|
||||
- What it means for this business
|
||||
- How it's expressed in communication
|
||||
|
||||
### 4. Reference the Target User
|
||||
- "How should [target user] feel when they interact with the brand?"
|
||||
- Connect personality to user expectations
|
||||
|
||||
### 5. Document in Output
|
||||
- Fill in Brand Personality section
|
||||
- Create personality summary paragraph
|
||||
|
||||
### 6. Design Log Update
|
||||
After completing this step, update the design log:
|
||||
|
||||
```markdown
|
||||
### Step 14: Brand Personality
|
||||
**Q:** "If [business] were a person, how would you describe them?"
|
||||
**A:** [Identified attributes - list them]
|
||||
**Documented in:** content-language.md (Brand Personality section)
|
||||
**Key insights:** [Key personality characteristics identified]
|
||||
**Status:** Complete
|
||||
**Timestamp:** [HH:MM]
|
||||
```
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- 3-5 personality attributes identified
|
||||
- Each attribute has meaning and expression documented
|
||||
- Attributes connected to target user expectations
|
||||
- User confirmed attributes feel right
|
||||
- Documented in output
|
||||
|
||||
### FAILURE:
|
||||
- Generated personality without user input
|
||||
- Accepted generic attributes without exploration
|
||||
- Skipped connecting personality to target user
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
132
_bmad/wds/workflows/1-project-brief/steps-c/step-15-tone.md
Normal file
132
_bmad/wds/workflows/1-project-brief/steps-c/step-15-tone.md
Normal file
@@ -0,0 +1,132 @@
|
||||
---
|
||||
name: 'step-15-tone'
|
||||
description: 'Define specific tone of voice that expresses brand personality'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-16-languages.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 15: Tone of Voice
|
||||
|
||||
## STEP GOAL:
|
||||
Define the specific tone of voice that expresses the brand personality - HOW the personality is expressed in words.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst guiding tone definition through spectrums and examples
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Tone spectrums, "We Say / We Don't Say" examples, validation with user
|
||||
- FORBIDDEN: Do not skip validation with actual examples
|
||||
- Approach: Present spectrums, get positions, create contrasting examples, validate
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Tone spectrums defined with positions and examples
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief, brand personality from step 14
|
||||
- Focus: Tone of voice as specific word choices and sentence structures
|
||||
- Limits: More specific than personality - guides actual word choices
|
||||
- Dependencies: Step 14 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Explain the Tone Spectrum
|
||||
|
||||
Tone exists on spectrums. Ask the user to position the brand:
|
||||
|
||||
| Spectrum | Left | Right |
|
||||
|----------|------|-------|
|
||||
| Formality | Formal | Casual |
|
||||
| Mood | Serious | Playful |
|
||||
| Complexity | Technical | Simple |
|
||||
| Energy | Reserved | Enthusiastic |
|
||||
|
||||
### 2. For Each Spectrum, Get Position and Example
|
||||
|
||||
Ask: "On a scale of 1-5, where 1 is [left] and 5 is [right], where does [business] sit?"
|
||||
|
||||
Then: "Can you give me an example of how that sounds?"
|
||||
|
||||
### 3. Create "We Say / We Don't Say" Examples
|
||||
|
||||
Based on the tone, generate contrasting examples:
|
||||
|
||||
| Context | We Say | We Don't Say |
|
||||
|---------|--------|--------------|
|
||||
| Greeting | "Hi, how can we help?" | "Dear valued customer..." |
|
||||
| Problem | "Something went wrong" | "Error 503: Service unavailable" |
|
||||
| Success | "All done!" | "Your request has been processed" |
|
||||
|
||||
### 4. Validate with the User
|
||||
|
||||
Present examples and ask:
|
||||
- "Does this sound like [business name]?"
|
||||
- "Would [target user] respond well to this?"
|
||||
|
||||
### 5. Document in Output
|
||||
- Fill in Tone of Voice section
|
||||
- Include spectrum positions with examples
|
||||
- Add We Say / We Don't Say lists
|
||||
|
||||
### 6. Design Log Update
|
||||
After completing this step, update the design log:
|
||||
|
||||
```markdown
|
||||
### Step 15: Tone of Voice
|
||||
**Q:** Positioned brand on tone spectrums (formality, mood, complexity, energy)
|
||||
**A:** [Spectrum positions - e.g., "3/5 formality, 2/5 playful"]
|
||||
**Documented in:** content-language.md (Tone of Voice section)
|
||||
**Key insights:** [Key tone characteristics, We Say/Don't Say examples]
|
||||
**Status:** Complete
|
||||
**Timestamp:** [HH:MM]
|
||||
```
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Tone spectrums positioned with scores
|
||||
- "We Say / We Don't Say" examples created
|
||||
- Examples validated with user
|
||||
- Tone feels authentic to brand personality
|
||||
- Documented in output
|
||||
|
||||
### FAILURE:
|
||||
- Skipped spectrum positioning
|
||||
- Generated examples without user validation
|
||||
- Tone disconnected from brand personality
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
137
_bmad/wds/workflows/1-project-brief/steps-c/step-16-languages.md
Normal file
137
_bmad/wds/workflows/1-project-brief/steps-c/step-16-languages.md
Normal file
@@ -0,0 +1,137 @@
|
||||
---
|
||||
name: 'step-16-languages'
|
||||
description: 'Define language requirements and translation approach'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-17-seo-keywords.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 16: Language Strategy
|
||||
|
||||
## STEP GOAL:
|
||||
Define language requirements and translation approach that affects content creation, maintenance, and SEO.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst helping define language strategy for content and SEO
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Languages needed, primary language, translation approach, localization, tone consistency
|
||||
- FORBIDDEN: Do not assume single language - always ask
|
||||
- Approach: Identify languages, determine priority, define translation workflow, consider localization
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Language strategy documented with priorities and workflow
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief, brand personality, tone of voice
|
||||
- Focus: Language requirements and translation approach
|
||||
- Limits: Not keyword-level SEO yet - language strategy
|
||||
- Dependencies: Steps 13-15 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Identify Required Languages
|
||||
|
||||
Ask: "What languages does the site need to support?"
|
||||
|
||||
For each language:
|
||||
- Why is it needed? (local audience, tourists, business partners)
|
||||
- What priority? (primary, secondary, tertiary)
|
||||
- Full translation or partial?
|
||||
|
||||
### 2. Determine Primary Language
|
||||
- Which language is the "source" language?
|
||||
- Will content be created first in this language?
|
||||
|
||||
### 3. Translation Approach
|
||||
|
||||
Options to discuss:
|
||||
- **Full translation**: All pages in all languages
|
||||
- **Priority pages**: Key pages translated, others primary only
|
||||
- **Machine + review**: AI translation with human review
|
||||
- **Professional translation**: Human translators
|
||||
- **Client-managed**: Client handles translations
|
||||
|
||||
### 4. Localization Considerations
|
||||
|
||||
Beyond translation, ask about:
|
||||
- Date/time formats
|
||||
- Currency (if applicable)
|
||||
- Phone number formats
|
||||
- Address formats
|
||||
- Cultural considerations
|
||||
|
||||
### 5. Tone Consistency Across Languages
|
||||
|
||||
Discuss: "Should the tone feel the same in all languages, or adapt to cultural norms?"
|
||||
|
||||
Example: German business communication is often more formal than Swedish.
|
||||
|
||||
### 6. Document in Output
|
||||
- Fill in Language Strategy section
|
||||
- Create language table with priority and coverage
|
||||
- Document translation approach
|
||||
|
||||
### 7. Design Log Update
|
||||
After completing this step, update the design log:
|
||||
|
||||
```markdown
|
||||
### Step 16: Language Strategy
|
||||
**Q:** What languages does the site need to support? Translation approach?
|
||||
**A:** [Languages identified with priorities and coverage]
|
||||
**Documented in:** content-language.md (Language Strategy section)
|
||||
**Key insights:** [Translation approach, localization needs]
|
||||
**Status:** Complete
|
||||
**Timestamp:** [HH:MM]
|
||||
```
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Languages identified with priorities
|
||||
- Primary language defined
|
||||
- Translation approach documented
|
||||
- Localization considerations captured
|
||||
- Tone consistency across languages addressed
|
||||
- User confirmed
|
||||
|
||||
### FAILURE:
|
||||
- Assumed single language without asking
|
||||
- Skipped translation approach
|
||||
- Generated language strategy without user input
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,182 @@
|
||||
---
|
||||
name: 'step-17-seo-keywords'
|
||||
description: 'Capture SEO strategy including keywords, URL structure, local SEO, and structured data'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-17a-content-structure.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 17: SEO Strategy
|
||||
|
||||
## STEP GOAL:
|
||||
Capture SEO strategy including keywords, URL structure, local SEO data, and structured data plan. Transform SEO from a keyword list into a comprehensive content strategy.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst guiding SEO strategy that informs content creation and technical implementation
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Keywords, URL structure, local SEO, structured data, page-keyword map
|
||||
- FORBIDDEN: Do not skip keyword intent classification
|
||||
- Approach: Gather keywords, organize by intent, map to pages, define URL structure, capture local SEO data
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Complete SEO strategy with page-keyword map
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
- **Reference Guide:** Load `seo-strategy-guide.md` from agent guides for comprehensive SEO best practices
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief, brand personality, tone, language strategy
|
||||
- Focus: SEO strategy informing content and technical implementation
|
||||
- Limits: Strategic SEO direction, not implementation details
|
||||
- Dependencies: Steps 13-16 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Gather Existing Keyword Research
|
||||
|
||||
Ask: "Do you have keywords you want to rank for?"
|
||||
|
||||
If yes:
|
||||
- Document provided keywords
|
||||
- Organize by category/intent
|
||||
|
||||
If no:
|
||||
- Help brainstorm based on services, products, and location
|
||||
|
||||
### 2. Keyword Categories
|
||||
|
||||
Organize keywords by intent:
|
||||
|
||||
| Category | Intent | Example |
|
||||
|----------|--------|---------|
|
||||
| **Service** | Looking for specific service | "bilservice Oland" |
|
||||
| **Location** | Near me searches | "bilverkstad norra Oland" |
|
||||
| **Problem** | Has a specific issue | "AC reparation bil" |
|
||||
| **Brand** | Looking for business | "Kalla Fordonservice" |
|
||||
| **Informational** | Seeking knowledge | "nar byta bromsklossar" |
|
||||
|
||||
### 3. Translate/Adapt Keywords for Each Language
|
||||
|
||||
Keywords don't translate directly. For each language:
|
||||
- What would a native speaker search?
|
||||
- Local terminology variations
|
||||
- Common misspellings to consider
|
||||
- Long-tail phrases specific to that language
|
||||
|
||||
### 4. Create Page-Keyword Map
|
||||
|
||||
Map every planned page to its target keywords:
|
||||
|
||||
| Page | URL Slug | Primary Keyword (SE) | Primary Keyword (EN) |
|
||||
|------|----------|---------------------|---------------------|
|
||||
| Hem | / | bilverkstad Oland | car repair Oland |
|
||||
| Service | /service | bilservice | car service |
|
||||
| ... | ... | ... | ... |
|
||||
|
||||
This map is referenced during Phase 4 page specification.
|
||||
|
||||
### 5. Define URL Structure
|
||||
|
||||
Agree on URL patterns:
|
||||
- Primary language: `example.com/{slug}`
|
||||
- Secondary languages: `example.com/en/{slug}`, `example.com/de/{slug}`
|
||||
- Slug format: lowercase, hyphens, no special characters
|
||||
|
||||
### 6. Capture Local SEO Data (for local businesses)
|
||||
|
||||
Collect NAP (Name, Address, Phone) data:
|
||||
- Business name (exact, consistent everywhere)
|
||||
- Street address
|
||||
- Phone number (local + international format)
|
||||
- Email
|
||||
- Opening hours
|
||||
- Google Business Profile status (claimed? verified?)
|
||||
- Business category for Google
|
||||
|
||||
### 7. Plan Structured Data
|
||||
|
||||
Document which Schema.org types each page needs:
|
||||
|
||||
| Page Type | Schema Type |
|
||||
|-----------|-------------|
|
||||
| All pages | LocalBusiness (header/footer) |
|
||||
| Service pages | Service |
|
||||
| Articles | Article |
|
||||
| FAQ sections | FAQPage |
|
||||
|
||||
### 8. Keyword Usage Guidelines
|
||||
|
||||
Document how keywords should be used:
|
||||
- Page titles: Primary keyword + brand name (60 chars or less)
|
||||
- Meta descriptions: Primary keyword + benefit + CTA (150-160 chars)
|
||||
- H1 headings: Primary keyword (can differ from title tag)
|
||||
- Body content: Natural mentions, not stuffed
|
||||
- Image alt text: Descriptive, keyword where relevant
|
||||
- URL slugs: Short, keyword-rich
|
||||
|
||||
### 9. Document in Output
|
||||
- Fill in full SEO Strategy section in content-language document
|
||||
- Include page-keyword map, URL structure, local SEO, structured data plan
|
||||
|
||||
### 10. Design Log Update
|
||||
After completing this step, update the design log:
|
||||
|
||||
```markdown
|
||||
### Step 17: SEO Strategy
|
||||
**Q:** Target keywords? URL structure? Local SEO data? Structured data needs?
|
||||
**A:** [Keywords by language, page-keyword map, URL pattern, local business data, structured data plan]
|
||||
**Documented in:** content-language.md (SEO Strategy section)
|
||||
**Key insights:** [SEO strategy decisions, keyword priorities, local SEO status]
|
||||
**Status:** Complete
|
||||
**Timestamp:** [HH:MM]
|
||||
```
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Keywords gathered and organized by intent
|
||||
- Page-keyword map created
|
||||
- URL structure defined
|
||||
- Local SEO data captured (if applicable)
|
||||
- Structured data plan documented
|
||||
- User confirmed
|
||||
|
||||
### FAILURE:
|
||||
- Skipped keyword intent classification
|
||||
- Generated keywords without user input
|
||||
- No page-keyword mapping created
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,108 @@
|
||||
---
|
||||
name: 'step-17a-content-structure'
|
||||
description: 'Capture content structure principles and client vision for product pages'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-18-create-content-document.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 17A: Content Structure Principles
|
||||
|
||||
## STEP GOAL:
|
||||
Capture the client's vision for what the product should contain - pages, sections, content priorities, and navigation principles.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst capturing the client's mental model for product structure
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Pages, sections, content priorities, navigation principles - NOT detailed specifications
|
||||
- FORBIDDEN: Do not create detailed page specifications - capture principles and vision
|
||||
- Approach: Open conversation, surface priorities, capture navigation principles, document constraints and clarity level
|
||||
- **Load agent guide:** `src/data/agent-guides/saga/content-structure-principles.md` for full strategic context
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Content structure principles captured at the client's level of detail
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief, tone, language, SEO strategy
|
||||
- Focus: Product structure vision and content priorities
|
||||
- Limits: Principles, not specifications. "Services should be easy to find" is a principle. "Hamburger menu with dropdown" is a specification.
|
||||
- Dependencies: Steps 13-17 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Open the Conversation Naturally
|
||||
|
||||
The client has just discussed tone of voice, language, and SEO. Now shift to the product itself.
|
||||
|
||||
Explore what they're envisioning for the product structure. Adapt your questions based on the type of product (website, app, platform) and how specific or exploratory the client is.
|
||||
|
||||
### 2. Surface Content Priorities
|
||||
|
||||
Understand what content is critical vs. secondary vs. nice-to-have. What must be visible immediately? What's important but can live deeper?
|
||||
|
||||
### 3. Capture Navigation Principles
|
||||
|
||||
Not navigation design - principles. "Services should be easy to find from any page" is a principle. "Hamburger menu with dropdown" is a specification.
|
||||
|
||||
### 4. Document Explicit Constraints
|
||||
|
||||
What should NOT be included? These are as valuable as what should. "No blog, no online booking" are clear scope boundaries.
|
||||
|
||||
### 5. Note the Client's Clarity Level
|
||||
|
||||
Document whether the client has a strong vision, is exploring, or is completely open. This tells later phases how much latitude they have.
|
||||
|
||||
### 6. Document in Content-Language.md
|
||||
|
||||
Add a "Content Structure Principles" section with whatever emerged from the conversation. Use the format examples in the agent guide.
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Content priorities surfaced (critical vs. secondary vs. nice-to-have)
|
||||
- Navigation principles captured (not specifications)
|
||||
- Explicit constraints documented
|
||||
- Client clarity level noted
|
||||
- Documented in output
|
||||
|
||||
### FAILURE:
|
||||
- Created detailed page specifications instead of principles
|
||||
- Generated content structure without client input
|
||||
- Skipped constraint documentation
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,163 @@
|
||||
---
|
||||
name: 'step-18-create-content-document'
|
||||
description: 'Complete the Content and Language document with actionable guidelines'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-19-inspiration-workshop.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 18: Create Content & Language Document
|
||||
|
||||
## STEP GOAL:
|
||||
Complete the Content & Language document and create actionable guidelines that writers and designers can use.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst finalizing content and language guidelines
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Finalize document with practical guidelines for writers and designers
|
||||
- FORBIDDEN: Do not skip user confirmation of the final summary
|
||||
- Approach: Create content type guidelines, document ownership, compile checklist, present summary, confirm
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Content & Language document finalized and confirmed
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Steps 13-17a (personality, tone, languages, SEO, content structure)
|
||||
- Focus: Synthesis and practical guidelines
|
||||
- Limits: Finalizing what was captured, not adding major new elements
|
||||
- Dependencies: Steps 13-17a completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Create Content Type Guidelines
|
||||
|
||||
For each content type, provide specific guidance:
|
||||
|
||||
**UI Microcopy** (buttons, labels, errors):
|
||||
- Keep it short
|
||||
- Use active voice
|
||||
- Be specific about actions
|
||||
|
||||
**Marketing Content** (headlines, features):
|
||||
- Lead with benefits
|
||||
- Use power words from tone guide
|
||||
- Connect to user driving forces
|
||||
|
||||
**Informational Content** (services, about):
|
||||
- Answer user questions directly
|
||||
- Include relevant keywords naturally
|
||||
- Maintain consistent tone
|
||||
|
||||
### 2. Document Content Ownership
|
||||
|
||||
Ask: "Who will create and update content?"
|
||||
|
||||
| Content Type | Owner | Frequency |
|
||||
|--------------|-------|-----------|
|
||||
| Service descriptions | [owner] | Rarely |
|
||||
| Blog/news | [owner] | [frequency] |
|
||||
| Translations | [owner] | As needed |
|
||||
|
||||
### 3. Create Writing Checklist
|
||||
|
||||
Compile a practical checklist:
|
||||
- [ ] Tone matches guidelines (warm, professional, etc.)
|
||||
- [ ] Language is appropriate for target audience
|
||||
- [ ] Keywords included naturally
|
||||
- [ ] All languages updated (if multilingual)
|
||||
- [ ] Spelling and grammar checked
|
||||
- [ ] Accessible language (no jargon without explanation)
|
||||
|
||||
### 4. Present Summary
|
||||
|
||||
Show the user a summary:
|
||||
```
|
||||
Content & Language Summary
|
||||
---
|
||||
Personality: [key attributes]
|
||||
Tone: [description]
|
||||
Languages: [list with priorities]
|
||||
Key Keywords: [top 3-5]
|
||||
```
|
||||
|
||||
### 5. Confirm and Save
|
||||
|
||||
Ask: "Does this capture how [business] should sound?"
|
||||
- Make adjustments as needed
|
||||
- Finalize document
|
||||
|
||||
### 6. Next Steps Guidance
|
||||
|
||||
Explain what's next:
|
||||
- "Content guidelines will inform all UX writing in Phase 4"
|
||||
- "Keywords will guide SEO implementation"
|
||||
- Recommend: "Now let's do Visual Direction to establish the visual style"
|
||||
|
||||
### 7. Design Log Update
|
||||
After completing this step, update the design log:
|
||||
|
||||
```markdown
|
||||
### Step 18: Create Content Document
|
||||
**Q:** Does this capture how [business] should sound?
|
||||
**A:** [User confirmation, any final adjustments]
|
||||
**Documented in:** content-language.md (complete)
|
||||
**Key insights:** [Content ownership, writing checklist created]
|
||||
**Status:** Complete
|
||||
**Timestamp:** [HH:MM]
|
||||
```
|
||||
|
||||
**Also update design log completion:**
|
||||
- Status: `complete`
|
||||
- Mark content-language.md in Generated Artifacts
|
||||
- Note: "Ready for Visual Direction workflow"
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Content type guidelines created
|
||||
- Content ownership documented
|
||||
- Writing checklist compiled
|
||||
- Summary presented and confirmed by user
|
||||
- Document finalized and saved
|
||||
|
||||
### FAILURE:
|
||||
- Skipped user confirmation
|
||||
- Generated guidelines without user collaboration
|
||||
- Left document incomplete
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,115 @@
|
||||
---
|
||||
name: 'step-19-inspiration-workshop'
|
||||
description: 'Analyze reference sites with client to document visual and UX preferences'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-20-visual-init.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 19: Inspiration Analysis Workshop
|
||||
|
||||
## STEP GOAL:
|
||||
Analyze reference sites with the client to document concrete visual/UX preferences.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst facilitating inspiration analysis with the client
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Collect references, analyze together, synthesize design principles
|
||||
- FORBIDDEN: Do not assume preferences - always ask WHY the client likes something
|
||||
- Approach: Collect URLs, analyze each together, extract principles, synthesize patterns
|
||||
- **Load agent guide:** `src/data/agent-guides/saga/inspiration-analysis.md` for full strategic context
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Reference sites analyzed with concrete preferences documented
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief, Content & Language document
|
||||
- Focus: Visual and UX inspiration analysis
|
||||
- Limits: Document preferences, not design solutions
|
||||
- Dependencies: Steps 1-18 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Collect Reference URLs
|
||||
|
||||
Ask client for 2-4 sites they find inspiring. Can be competitors, sites with appealing style, or sites with UX patterns they like.
|
||||
|
||||
If client has no references, offer to find examples in their industry.
|
||||
|
||||
### 2. Analyze Each Site Together
|
||||
|
||||
For each site:
|
||||
- Load/screenshot the site using browser tools or WebFetch
|
||||
- Ask open-ended first: "What drew you to this site?"
|
||||
- Probe specific elements visible on the site
|
||||
- Capture reactions with the WHY (not just like/dislike)
|
||||
- Extract principles as patterns emerge
|
||||
|
||||
### 3. Synthesize Design Principles
|
||||
|
||||
After all sites:
|
||||
- Organize findings by category (layout, content, visual, UX)
|
||||
- Identify patterns across sites
|
||||
- Confirm synthesis with client
|
||||
|
||||
### 4. Document
|
||||
|
||||
Create `inspiration-analysis.md` in the Product Brief output folder using the template at `../templates/inspiration-analysis.template.md`.
|
||||
|
||||
### 5. Design Log Integration
|
||||
|
||||
Follow the same design log pattern as other PB workflows:
|
||||
- Create/update dialog entry for this workshop
|
||||
- Document key questions, answers, and insights
|
||||
- Note which elements were liked/disliked and why
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- 2-4 reference sites collected and analyzed
|
||||
- Specific preferences documented with WHY
|
||||
- Design principles synthesized from patterns
|
||||
- Client confirmed the synthesis
|
||||
- Documented in inspiration-analysis.md
|
||||
|
||||
### FAILURE:
|
||||
- Assumed preferences without asking
|
||||
- Only captured "like/dislike" without the WHY
|
||||
- Generated design principles without client collaboration
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,120 @@
|
||||
---
|
||||
name: 'step-20-visual-init'
|
||||
description: 'Initialize visual direction capture'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-21-existing-brand.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 20: Initialize Visual Direction
|
||||
|
||||
## STEP GOAL:
|
||||
Welcome user and set context for capturing visual direction.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst helping define visual identity and design direction
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Initialize visual direction, check for existing assets, set creative context
|
||||
- FORBIDDEN: Do not skip checking for existing visual identity
|
||||
- Approach: Welcome, contextualize, explain approach, check for existing assets
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Visual direction output structure created, context established
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief, Content & Language document, inspiration analysis
|
||||
- Focus: Visual direction initialization
|
||||
- Limits: Not making design decisions yet - setting context
|
||||
- Dependencies: Steps 1-19 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Create Output Structure
|
||||
- Create `visual-direction.md` in the output folder using the template
|
||||
- Create `visual-references/` folder for collected assets
|
||||
- Initialize frontmatter with `stepsCompleted: []`
|
||||
|
||||
### 2. Welcome and Contextualize
|
||||
- "Let's establish the visual direction for [project name]. This will guide all design decisions - from colors to layout to imagery."
|
||||
- Reference positioning from Product Brief if available
|
||||
- Reference tone from Content & Language if available
|
||||
|
||||
### 3. Explain the Approach
|
||||
- "We'll explore this through three inputs:"
|
||||
1. Existing brand assets (if any)
|
||||
2. Reference sites and inspiration
|
||||
3. Design style preferences
|
||||
- "Feel free to share images, URLs, or just describe what you're imagining."
|
||||
|
||||
### 4. Check for Existing Assets
|
||||
- Ask: "Does the business have any existing visual identity?"
|
||||
- Logo
|
||||
- Colors in use
|
||||
- Signage or printed materials
|
||||
- Previous website
|
||||
- If yes: "Let's start by documenting what exists."
|
||||
- If no: "Great, we have a blank canvas to work with."
|
||||
|
||||
### 5. Design Log Update
|
||||
After completing this step, update the design log:
|
||||
|
||||
```markdown
|
||||
### Step 20: Visual Direction Init
|
||||
**Q:** Does the business have existing visual identity?
|
||||
**A:** [User responses - summarized]
|
||||
**Documented in:** visual-direction.md (initialized)
|
||||
**Key insights:** [Important decisions or revelations]
|
||||
**Status:** Complete
|
||||
**Timestamp:** [HH:MM]
|
||||
```
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Output structure created
|
||||
- User welcomed with proper context
|
||||
- Existing assets status checked
|
||||
- Approach explained
|
||||
- User confirmed readiness
|
||||
|
||||
### FAILURE:
|
||||
- Skipped checking for existing visual identity
|
||||
- Generated visual direction without user input
|
||||
- Did not create output structure before proceeding
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,148 @@
|
||||
---
|
||||
name: 'step-21-existing-brand'
|
||||
description: 'Document existing visual identity and brand assets'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-22-references.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 21: Existing Brand Assets
|
||||
|
||||
## STEP GOAL:
|
||||
Document any existing visual identity that must be respected or built upon.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst documenting existing brand assets and constraints
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Inventory assets, assess quality, determine keep/refresh/replace, capture brand constraints
|
||||
- FORBIDDEN: Do not skip partnership/affiliation visual requirements
|
||||
- Approach: Inventory each asset type, assess status, document constraints from partnerships
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Existing brand assets documented with keep/refresh/replace decisions
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief, visual direction initialization
|
||||
- Focus: Existing visual identity assets and constraints
|
||||
- Limits: Documenting what exists, not creating new assets
|
||||
- Dependencies: Step 20 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Inventory Existing Assets
|
||||
|
||||
For each asset type, ask and document:
|
||||
|
||||
**Logo:**
|
||||
- Does a logo exist?
|
||||
- File formats available? (vector, PNG, etc.)
|
||||
- Variations? (horizontal, stacked, icon only)
|
||||
- Quality? (professional, DIY, needs refresh)
|
||||
|
||||
**Colors:**
|
||||
- Are there established brand colors?
|
||||
- Where are they used? (signage, vehicles, uniforms)
|
||||
- Are they documented? (hex codes, Pantone)
|
||||
- Do they need to be maintained?
|
||||
|
||||
**Typography:**
|
||||
- Any fonts already in use?
|
||||
- On signage, business cards, etc.?
|
||||
|
||||
**Imagery:**
|
||||
- Existing photos of business, team, work?
|
||||
- Quality level?
|
||||
- Usage rights?
|
||||
|
||||
### 2. Assess Partnership/Affiliation Requirements
|
||||
|
||||
Ask: "Are there any partner brands or affiliations that affect the visual identity?"
|
||||
|
||||
Examples:
|
||||
- Franchise requirements
|
||||
- Certification badges
|
||||
- Industry associations
|
||||
|
||||
Document any visual constraints from partnerships.
|
||||
|
||||
### 3. Determine What to Keep vs. Refresh
|
||||
|
||||
For each asset:
|
||||
- **Keep as-is** - Works well, established recognition
|
||||
- **Refresh** - Good foundation, needs polish
|
||||
- **Replace** - Doesn't work, starting fresh
|
||||
- **Create** - Doesn't exist yet
|
||||
|
||||
### 4. Collect Assets
|
||||
|
||||
If user has assets to share:
|
||||
- Request files be placed in `visual-references/existing/`
|
||||
- Or note locations where assets can be obtained
|
||||
|
||||
### 5. Document in Output
|
||||
- Fill in Existing Brand Assets section
|
||||
- Note brand constraints from partnerships
|
||||
|
||||
### 6. Design Log Update
|
||||
After completing this step, update the design log:
|
||||
|
||||
```markdown
|
||||
### Step 21: Existing Brand Assets
|
||||
**Q:** What existing visual identity assets exist?
|
||||
**A:** [User responses - summarized]
|
||||
**Documented in:** visual-direction.md (Existing Brand Assets section)
|
||||
**Key insights:** [Important decisions or revelations]
|
||||
**Status:** Complete
|
||||
**Timestamp:** [HH:MM]
|
||||
```
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- All asset types inventoried
|
||||
- Partnership/affiliation requirements captured
|
||||
- Keep/refresh/replace decisions made for each asset
|
||||
- Brand constraints documented
|
||||
- User confirmed
|
||||
|
||||
### FAILURE:
|
||||
- Skipped partnership/affiliation requirements
|
||||
- Generated asset decisions without user input
|
||||
- Did not document brand constraints
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,137 @@
|
||||
---
|
||||
name: 'step-22-references'
|
||||
description: 'Gather visual references and inspiration sites'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-23-design-style.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 22: Visual References
|
||||
|
||||
## STEP GOAL:
|
||||
Gather inspiration and reference sites that represent the desired visual direction.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst helping articulate visual preferences through references
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Reference sites, specific element preferences, mood keywords, negative references
|
||||
- FORBIDDEN: Do not accept vague "I like it" without probing for specifics
|
||||
- Approach: Collect references, probe for specifics on each, include negative references, synthesize mood
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Visual references collected with specific preferences and mood keywords
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief, existing brand assets, inspiration analysis
|
||||
- Focus: Visual references and specific element preferences
|
||||
- Limits: Gathering preferences, not making design decisions
|
||||
- Dependencies: Step 21 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Request Reference Sites
|
||||
|
||||
Ask: "Are there any websites you like the look of? They don't have to be in the same industry."
|
||||
|
||||
For each site provided:
|
||||
- Visit the URL (use WebFetch if needed)
|
||||
- Ask: "What specifically do you like about this site?"
|
||||
- Document the specific elements they're drawn to
|
||||
|
||||
### 2. Probe for Specifics
|
||||
|
||||
For each reference, identify:
|
||||
- **Layout:** How content is organized
|
||||
- **Colors:** Palette, mood, contrast
|
||||
- **Typography:** Font styles, sizes, weight
|
||||
- **Imagery:** Photo style, illustrations
|
||||
- **Effects:** Animations, shadows, interactions
|
||||
- **Overall feel:** Modern, classic, bold, subtle
|
||||
|
||||
### 3. Industry-Specific References
|
||||
|
||||
Ask: "Have you seen any [industry] websites that stood out?"
|
||||
|
||||
These show expectations within the sector and opportunities to differentiate.
|
||||
|
||||
### 4. Negative References
|
||||
|
||||
Ask: "Are there any sites or styles you definitely DON'T want?"
|
||||
|
||||
Knowing what to avoid is as valuable as knowing what to pursue.
|
||||
|
||||
### 5. Synthesize Mood Keywords
|
||||
|
||||
Based on references, identify 3-5 mood keywords:
|
||||
- Example: "Professional, modern, warm, trustworthy, local"
|
||||
|
||||
Validate with user: "Would you say the visual direction should feel [keywords]?"
|
||||
|
||||
### 6. Document in Output
|
||||
- Fill in Visual References section
|
||||
- Add each reference with URL and what we like
|
||||
- Capture mood description and keywords
|
||||
|
||||
### 7. Design Log Update
|
||||
After completing this step, update the design log:
|
||||
|
||||
```markdown
|
||||
### Step 22: Visual References
|
||||
**Q:** Reference sites and what specifically you like about them?
|
||||
**A:** [User responses - summarized]
|
||||
**Documented in:** visual-direction.md (Visual References section)
|
||||
**Key insights:** [Important decisions or revelations]
|
||||
**Status:** Complete
|
||||
**Timestamp:** [HH:MM]
|
||||
```
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Reference sites collected with specific element preferences
|
||||
- Negative references captured
|
||||
- Mood keywords synthesized and validated
|
||||
- User confirmed mood direction
|
||||
- Documented in output
|
||||
|
||||
### FAILURE:
|
||||
- Accepted vague preferences without probing
|
||||
- Skipped negative references
|
||||
- Generated mood keywords without user validation
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,144 @@
|
||||
---
|
||||
name: 'step-23-design-style'
|
||||
description: 'Define design style choices using Design Nomenclature vocabulary'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-24-layout-effects.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 23: Design Style
|
||||
|
||||
## STEP GOAL:
|
||||
Define specific design style choices using the Design Nomenclature vocabulary to create shared vocabulary between strategy, design, and development.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst guiding design style decisions with precise vocabulary
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: UI visual style, design aesthetic, color direction, typography direction
|
||||
- FORBIDDEN: Do not make style decisions without presenting rationale based on references and mood
|
||||
- Approach: Recommend with rationale, confirm or adjust, document decisions
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Design style, color direction, and typography direction defined
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
- **Reference Documents:** Load as needed: `docs/models/design-nomenclature/ui-visual-styles.md`, `docs/models/design-nomenclature/design-aesthetics.md`, `docs/models/design-nomenclature/color-terminology.md`, `docs/models/design-nomenclature/typography-classification.md`
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief, existing brand, visual references, mood keywords
|
||||
- Focus: Design style decisions with precise vocabulary
|
||||
- Limits: Direction, not final design choices - informing designers
|
||||
- Dependencies: Step 22 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Determine UI Visual Style
|
||||
|
||||
Based on references and mood, recommend a UI style:
|
||||
|
||||
| Style | When to Use |
|
||||
|-------|-------------|
|
||||
| **Flat Design** | Clean, simple, content-focused |
|
||||
| **Material Design** | Structured, Android alignment |
|
||||
| **Neobrutalism** | Bold, modern, startup feel |
|
||||
| **Glassmorphism** | Premium, layered, Apple-like |
|
||||
| **Minimal** | Maximum restraint, luxury |
|
||||
|
||||
Present recommendation with rationale:
|
||||
"Based on your references, I'd recommend [style] because [reasons]."
|
||||
|
||||
Confirm or adjust with user.
|
||||
|
||||
### 2. Determine Design Aesthetic
|
||||
|
||||
Beyond UI style, what era/movement influences apply?
|
||||
|
||||
| Aesthetic | Markers |
|
||||
|-----------|---------|
|
||||
| **Minimalism** | White space, essential elements |
|
||||
| **Mid-Century Modern** | Clean lines, organic curves |
|
||||
| **Service Center** | Practical, trust-focused |
|
||||
| **Corporate** | Professional, conventional |
|
||||
| **Local/Artisan** | Warm, personal, handcrafted feel |
|
||||
|
||||
### 3. Color Direction
|
||||
|
||||
Based on existing brand and preferences:
|
||||
- Color scheme type: Monochromatic, Complementary, etc.
|
||||
- Palette direction: Warm/cool, light/dark, saturated/muted
|
||||
- Any colors to avoid?
|
||||
|
||||
### 4. Typography Direction
|
||||
|
||||
Based on tone and style:
|
||||
- Headlines: Geometric, Humanist, Serif?
|
||||
- Body: Readable, Neo-grotesque?
|
||||
- Personality: Bold, refined, friendly?
|
||||
|
||||
### 5. Document in Output
|
||||
- Fill in Design Style section
|
||||
- Fill in Color Direction section
|
||||
- Fill in Typography Direction section
|
||||
|
||||
### 6. Design Log Update
|
||||
After completing this step, update the design log:
|
||||
|
||||
```markdown
|
||||
### Step 23: Design Style
|
||||
**Q:** UI style, aesthetic, color direction, typography?
|
||||
**A:** [User responses - summarized]
|
||||
**Documented in:** visual-direction.md (Design Style, Color, Typography sections)
|
||||
**Key insights:** [Important decisions or revelations]
|
||||
**Status:** Complete
|
||||
**Timestamp:** [HH:MM]
|
||||
```
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- UI visual style defined with rationale
|
||||
- Design aesthetic identified
|
||||
- Color direction established
|
||||
- Typography direction set
|
||||
- User confirmed all decisions
|
||||
- Documented in output
|
||||
|
||||
### FAILURE:
|
||||
- Made style decisions without rationale from references
|
||||
- Skipped user confirmation
|
||||
- Generated design style without user collaboration
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,149 @@
|
||||
---
|
||||
name: 'step-24-layout-effects'
|
||||
description: 'Define layout approach and visual effects usage'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-25-imagery.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 24: Layout & Effects
|
||||
|
||||
## STEP GOAL:
|
||||
Define layout approach and visual effects usage, keeping platform constraints in mind.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst guiding layout and effects decisions with performance awareness
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Hero section, content layout, navigation approach, visual effects, performance
|
||||
- FORBIDDEN: Do not recommend heavy effects without considering mobile performance
|
||||
- Approach: Discuss options for each area, recommend based on context, consider performance
|
||||
- **Reference Documents:** Load as needed: `docs/models/design-nomenclature/layout-terminology.md`, `docs/models/design-nomenclature/visual-effects.md`
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Layout approach and effects usage defined
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief, platform strategy, design style, references
|
||||
- Focus: Layout patterns and visual effects
|
||||
- Limits: Direction for designers, not pixel-perfect specs
|
||||
- Dependencies: Step 23 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Hero Section Approach
|
||||
|
||||
Discuss hero section options:
|
||||
|
||||
| Type | Best For |
|
||||
|------|----------|
|
||||
| **Full-bleed image** | Strong visual, photography |
|
||||
| **Split hero** | Image + text, balanced |
|
||||
| **Text-focused** | Content-first, fast load |
|
||||
| **Video hero** | Dynamic, engaging |
|
||||
|
||||
Recommend based on content type, photography availability, and mobile experience.
|
||||
|
||||
### 2. Content Layout Approach
|
||||
|
||||
Discuss overall layout structure:
|
||||
- **Card-based**: Modular, flexible
|
||||
- **Single column**: Content-focused, blog-like
|
||||
- **Grid**: Organized, multiple elements
|
||||
- **Bento box**: Modern, varied modules
|
||||
|
||||
### 3. Navigation Approach
|
||||
|
||||
Based on site complexity:
|
||||
- Simple top nav (few pages)
|
||||
- Hamburger mobile + full desktop
|
||||
- Mega menu (complex sites)
|
||||
- Sticky header considerations
|
||||
|
||||
### 4. Visual Effects Usage
|
||||
|
||||
Discuss appropriate effects:
|
||||
|
||||
| Effect | Use Level |
|
||||
|--------|-----------|
|
||||
| **Shadows** | Subtle/Medium/Heavy |
|
||||
| **Animations** | None/Subtle/Rich |
|
||||
| **Parallax** | None/Subtle/Heavy |
|
||||
| **Hover effects** | None/Subtle/Interactive |
|
||||
|
||||
For mobile-first, simpler is often better.
|
||||
|
||||
### 5. Performance Considerations
|
||||
|
||||
Note constraints:
|
||||
- "Tourists on 4G need fast loading"
|
||||
- "Avoid heavy animations on mobile"
|
||||
- "Optimize images aggressively"
|
||||
|
||||
### 6. Document in Output
|
||||
- Fill in Layout Direction section
|
||||
- Fill in Visual Effects section
|
||||
|
||||
### 7. Design Log Update
|
||||
After completing this step, update the design log:
|
||||
|
||||
```markdown
|
||||
### Step 24: Layout & Effects
|
||||
**Q:** Hero section, layout, navigation, effects preferences?
|
||||
**A:** [User responses - summarized]
|
||||
**Documented in:** visual-direction.md (Layout Direction, Visual Effects sections)
|
||||
**Key insights:** [Important decisions or revelations]
|
||||
**Status:** Complete
|
||||
**Timestamp:** [HH:MM]
|
||||
```
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Hero section approach defined
|
||||
- Content layout approach chosen
|
||||
- Navigation approach determined
|
||||
- Visual effects usage levels set
|
||||
- Performance considerations noted
|
||||
- User confirmed
|
||||
|
||||
### FAILURE:
|
||||
- Recommended heavy effects without performance consideration
|
||||
- Skipped mobile performance discussion
|
||||
- Generated layout decisions without user input
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
158
_bmad/wds/workflows/1-project-brief/steps-c/step-25-imagery.md
Normal file
158
_bmad/wds/workflows/1-project-brief/steps-c/step-25-imagery.md
Normal file
@@ -0,0 +1,158 @@
|
||||
---
|
||||
name: 'step-25-imagery'
|
||||
description: 'Define photography style, image sources, and imagery guidelines'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-26-create-visual-document.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 25: Photography & Imagery
|
||||
|
||||
## STEP GOAL:
|
||||
Define photography style, image sources, and imagery guidelines.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst helping plan realistic image sourcing while establishing quality standards
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Photography style, existing photos, needs assessment, stock guidelines, icons/illustrations
|
||||
- FORBIDDEN: Do not skip assessing existing photography quality
|
||||
- Approach: Discuss style direction, inventory existing photos, identify needs, plan sourcing
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Photography and imagery guidelines documented with sourcing plan
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief, visual direction (style, layout, effects)
|
||||
- Focus: Photography and imagery direction
|
||||
- Limits: Guidelines and sourcing plan, not final image selection
|
||||
- Dependencies: Step 24 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Photography Style Direction
|
||||
|
||||
Discuss the photographic feel:
|
||||
|
||||
| Style | Characteristics |
|
||||
|-------|-----------------|
|
||||
| **Authentic/Documentary** | Real people, real work, candid |
|
||||
| **Professional/Polished** | Staged, high quality, idealized |
|
||||
| **Lifestyle** | In context, aspirational |
|
||||
| **Product-focused** | Clean, detailed, technical |
|
||||
|
||||
For service businesses, authentic usually works best.
|
||||
|
||||
### 2. Existing Photography
|
||||
|
||||
Ask: "Do you have photos of the business, team, or work?"
|
||||
- Quality assessment
|
||||
- What's usable as-is?
|
||||
- What needs to be shot?
|
||||
|
||||
### 3. Photography Needs
|
||||
|
||||
Identify what's needed:
|
||||
- Hero/header image(s)
|
||||
- Team/owner photos
|
||||
- Work/service photos
|
||||
- Location/environment
|
||||
- Detail shots
|
||||
|
||||
Discuss: "Would you be open to a photoshoot?"
|
||||
|
||||
### 4. Stock Photography Guidelines
|
||||
|
||||
If stock photos are needed:
|
||||
- Style consistency (same photographer/collection)
|
||||
- Authenticity (avoid obviously staged)
|
||||
- Diversity and representation
|
||||
- Industry appropriateness
|
||||
|
||||
Recommend stock sources:
|
||||
- Unsplash (free, good quality)
|
||||
- Pexels (free)
|
||||
- Shutterstock/Adobe Stock (paid, more options)
|
||||
|
||||
### 5. Icon and Illustration Style
|
||||
|
||||
If icons or illustrations are needed:
|
||||
- Line icons vs. filled
|
||||
- Custom vs. library (Heroicons, Feather, etc.)
|
||||
- Illustration style if applicable
|
||||
|
||||
### 6. Image Guidelines
|
||||
|
||||
Document standards:
|
||||
- Consistent color treatment?
|
||||
- Aspect ratios for consistency
|
||||
- Alt text requirements
|
||||
- Compression/optimization
|
||||
|
||||
### 7. Document in Output
|
||||
- Fill in Photography & Imagery section
|
||||
- Note image sources and guidelines
|
||||
|
||||
### 8. Design Log Update
|
||||
After completing this step, update the design log:
|
||||
|
||||
```markdown
|
||||
### Step 25: Photography & Imagery
|
||||
**Q:** Photography style, existing photos, needs, stock guidelines?
|
||||
**A:** [User responses - summarized]
|
||||
**Documented in:** visual-direction.md (Photography & Imagery section)
|
||||
**Key insights:** [Important decisions or revelations]
|
||||
**Status:** Complete
|
||||
**Timestamp:** [HH:MM]
|
||||
```
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Photography style direction defined
|
||||
- Existing photos assessed
|
||||
- Photography needs identified
|
||||
- Stock guidelines established (if needed)
|
||||
- Image sourcing plan documented
|
||||
- User confirmed
|
||||
|
||||
### FAILURE:
|
||||
- Skipped existing photo assessment
|
||||
- Generated imagery guidelines without user input
|
||||
- Did not plan image sourcing
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,146 @@
|
||||
---
|
||||
name: 'step-26-create-visual-document'
|
||||
description: 'Complete the Visual Direction document with clear actionable summary'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-27-platform-init.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 26: Create Visual Direction Document
|
||||
|
||||
## STEP GOAL:
|
||||
Complete the Visual Direction document with a clear, actionable summary that designers can use as reference.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst creating a synthesis that designers can use as clear reference
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Compile constraints, create Visual DNA summary, review completeness, confirm with user
|
||||
- FORBIDDEN: Do not skip the Visual DNA summary - it must be scannable and memorable
|
||||
- Approach: Gather constraints, synthesize, review completeness, validate key decisions, present next steps
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Visual Direction document finalized with Visual DNA summary
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Steps 20-25 (existing brand, references, style, layout, effects, imagery)
|
||||
- Focus: Synthesis and actionable summary
|
||||
- Limits: Finalizing what was captured, not adding major new elements
|
||||
- Dependencies: Steps 20-25 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Compile Design Constraints
|
||||
|
||||
Gather constraints from:
|
||||
- Platform Requirements (technical limitations)
|
||||
- Brand requirements (partner badges, etc.)
|
||||
- Content needs (multilingual, etc.)
|
||||
|
||||
List all constraints that affect design.
|
||||
|
||||
### 2. Create Visual DNA Summary
|
||||
|
||||
Synthesize all decisions into a quick-reference format:
|
||||
|
||||
```
|
||||
Style: [UI style + aesthetic in one line]
|
||||
Colors: [Palette direction in one line]
|
||||
Typography: [Type approach in one line]
|
||||
Mood: [3-5 mood keywords]
|
||||
Key Element: [Single most important visual element]
|
||||
```
|
||||
|
||||
This should be scannable and memorable.
|
||||
|
||||
### 3. Review Completeness
|
||||
|
||||
Check that all sections are filled:
|
||||
- [ ] Existing Brand Assets
|
||||
- [ ] Visual References
|
||||
- [ ] Design Style
|
||||
- [ ] Color Direction
|
||||
- [ ] Typography Direction
|
||||
- [ ] Layout Direction
|
||||
- [ ] Visual Effects
|
||||
- [ ] Photography & Imagery
|
||||
- [ ] Design Constraints
|
||||
|
||||
### 4. Present Summary to User
|
||||
|
||||
Show the Visual DNA summary:
|
||||
|
||||
"Here's the visual direction in a nutshell:"
|
||||
[Show summary]
|
||||
|
||||
"Does this capture what you're envisioning?"
|
||||
|
||||
### 5. Validate Key Decisions
|
||||
|
||||
Confirm the most impactful choices:
|
||||
- "We're going with [UI style] - correct?"
|
||||
- "Colors will be [direction] - right?"
|
||||
- "Photography will be [style] - good?"
|
||||
|
||||
### 6. Next Steps Guidance
|
||||
|
||||
Explain what's next:
|
||||
- "Visual Direction will guide all design work in Phase 4"
|
||||
- "This feeds into the Design System in Phase 5"
|
||||
- "Designers will reference this for every decision"
|
||||
|
||||
### 7. Finalize and Save
|
||||
|
||||
- Complete all template sections
|
||||
- Save final document
|
||||
- Confirm reference files are organized
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Design constraints compiled
|
||||
- Visual DNA summary created (scannable and memorable)
|
||||
- All sections reviewed for completeness
|
||||
- Key decisions validated with user
|
||||
- Document finalized and saved
|
||||
|
||||
### FAILURE:
|
||||
- Skipped Visual DNA summary
|
||||
- Left sections incomplete
|
||||
- Did not validate key decisions with user
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,111 @@
|
||||
---
|
||||
name: 'step-27-platform-init'
|
||||
description: 'Initialize platform requirements capture'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-28-tech-stack.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 27: Initialize Platform Requirements
|
||||
|
||||
## STEP GOAL:
|
||||
Welcome user and set context for capturing platform decisions.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst documenting technical decisions that constrain UX design and development
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Initialize platform requirements, assess technical knowledge, capture existing decisions
|
||||
- FORBIDDEN: Do not use overly technical language without assessing user's technical level
|
||||
- Approach: Welcome, contextualize, assess technical knowledge, capture existing decisions
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Platform requirements document initialized, technical level assessed
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief, Content & Language, Visual Direction
|
||||
- Focus: Platform requirements initialization
|
||||
- Limits: Not making technical decisions yet - setting context
|
||||
- Dependencies: Steps 1-26 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Create Output File
|
||||
- Create `platform-requirements.md` in the output folder using the template
|
||||
- Initialize frontmatter with `stepsCompleted: []`
|
||||
|
||||
### 2. Welcome and Contextualize
|
||||
- "Now let's document the technical platform decisions. These will define what's possible in UX design and what developers need to know."
|
||||
- Reference the Product Brief if available for context
|
||||
|
||||
### 3. Assess Technical Knowledge
|
||||
- Ask: "How familiar are you with the technical aspects? This helps me know how much to explain."
|
||||
- Options: [A] Very technical, [B] Some knowledge, [C] Not technical at all
|
||||
- Adjust language accordingly in subsequent steps
|
||||
|
||||
### 4. Confirm Existing Decisions
|
||||
- Ask: "Are there any technical decisions already made? (hosting provider, CMS, framework, etc.)"
|
||||
- If yes, capture these first
|
||||
- If no, proceed to exploration
|
||||
|
||||
### 5. Design Log Update
|
||||
After completing this step, update the design log:
|
||||
|
||||
```markdown
|
||||
### Step 27: Platform Init
|
||||
**Q:** Technical familiarity? Existing decisions?
|
||||
**A:** [User responses - summarized]
|
||||
**Documented in:** platform-requirements.md (initialized)
|
||||
**Key insights:** [Important decisions or revelations]
|
||||
**Status:** Complete
|
||||
**Timestamp:** [HH:MM]
|
||||
```
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Output file created and initialized
|
||||
- Technical knowledge level assessed
|
||||
- Existing decisions captured
|
||||
- User confirmed readiness
|
||||
|
||||
### FAILURE:
|
||||
- Skipped technical knowledge assessment
|
||||
- Used overly technical language for non-technical user
|
||||
- Did not create output file before proceeding
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,125 @@
|
||||
---
|
||||
name: 'step-28-tech-stack'
|
||||
description: 'Capture core technology decisions'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-29-integrations.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 28: Technology Stack
|
||||
|
||||
## STEP GOAL:
|
||||
Capture core technology decisions for the project including CMS/framework, frontend, styling, and hosting.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst guiding technology choices with clear trade-off explanations
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: CMS/Framework, frontend tech, styling approach, hosting decisions
|
||||
- FORBIDDEN: Do not recommend technology without explaining trade-offs at user's technical level
|
||||
- Approach: Present options with trade-offs, explain at appropriate level, document rationale
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Technology stack documented with rationale
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief, platform initialization, user's technical level
|
||||
- Focus: Core technology choices
|
||||
- Limits: Strategic technology direction, not detailed implementation
|
||||
- Dependencies: Step 27 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. CMS/Framework Selection
|
||||
|
||||
If not already decided, ask:
|
||||
- "What type of site are we building?" (reference Product Brief)
|
||||
- Present options appropriate to project:
|
||||
- **WordPress** - Content-focused, client can update, huge ecosystem
|
||||
- **Next.js/React** - Dynamic, app-like, developer-maintained
|
||||
- **Static (HTML/11ty)** - Simple, fast, minimal maintenance
|
||||
- **Other** - Based on specific requirements
|
||||
|
||||
### 2. Theme/Styling Approach
|
||||
|
||||
For WordPress:
|
||||
- **Block Theme (Gutenberg)** - Modern, visual editing, limited flexibility
|
||||
- **Classic Theme + Tailwind** - Developer control, Tailwind utility classes
|
||||
- **Classic Theme + Custom CSS** - Full control, more maintenance
|
||||
- **Existing Theme** - Faster start, less unique
|
||||
|
||||
For React/Next:
|
||||
- **Tailwind CSS** - Utility-first, rapid development
|
||||
- **CSS Modules** - Component-scoped styles
|
||||
- **Styled Components** - CSS-in-JS approach
|
||||
|
||||
### 3. Document Rationale
|
||||
- Why this choice fits the project
|
||||
- Trade-offs acknowledged
|
||||
- Client maintenance implications
|
||||
|
||||
### 4. Capture in Template
|
||||
- Fill in Technology Stack section of output document
|
||||
|
||||
### 5. Design Log Update
|
||||
After completing this step, update the design log:
|
||||
|
||||
```markdown
|
||||
### Step 28: Technology Stack
|
||||
**Q:** CMS/framework, styling approach, hosting?
|
||||
**A:** [User responses - summarized]
|
||||
**Documented in:** platform-requirements.md (Technology Stack section)
|
||||
**Key insights:** [Important decisions or revelations]
|
||||
**Status:** Complete
|
||||
**Timestamp:** [HH:MM]
|
||||
```
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- CMS/framework choice documented with rationale
|
||||
- Styling approach defined
|
||||
- Trade-offs acknowledged
|
||||
- Client maintenance implications noted
|
||||
- User confirmed
|
||||
|
||||
### FAILURE:
|
||||
- Recommended technology without trade-off explanation
|
||||
- Used overly technical language for non-technical user
|
||||
- Generated tech stack without user input
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,131 @@
|
||||
---
|
||||
name: 'step-29-integrations'
|
||||
description: 'Document required integrations and third-party services'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-30-contact-strategy.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 29: Integrations & Plugins
|
||||
|
||||
## STEP GOAL:
|
||||
Document required integrations, plugins, and third-party services.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst capturing integration requirements and plugin needs
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Required plugins, external services, API connections, analytics, future plans
|
||||
- FORBIDDEN: Do not skip asking about future integration plans
|
||||
- Approach: Walk through common integration categories, capture needs and account ownership
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Integrations and plugin stack documented
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief, technology stack
|
||||
- Focus: Third-party integrations and plugin requirements
|
||||
- Limits: Requirements, not implementation details
|
||||
- Dependencies: Step 28 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Identify Required Integrations
|
||||
|
||||
Ask about common needs:
|
||||
- "Will you need any of these?"
|
||||
- **Analytics:** Google Analytics, Plausible, etc.
|
||||
- **Maps:** Google Maps for location
|
||||
- **Forms:** Contact forms, booking systems
|
||||
- **Email:** Newsletter, transactional email
|
||||
- **Social:** Social media feeds, sharing
|
||||
- **Payment:** If e-commerce
|
||||
- **CRM:** Customer relationship management
|
||||
|
||||
### 2. For Each Integration, Capture:
|
||||
- What it does
|
||||
- Why it's needed
|
||||
- Any specific requirements
|
||||
- Account ownership (client or developer?)
|
||||
|
||||
### 3. Plugin Stack (if WordPress)
|
||||
|
||||
Recommend standard stack:
|
||||
- **SEO:** Rank Math or Yoast
|
||||
- **Multilingual:** Polylang or WPML (if needed)
|
||||
- **Performance:** Caching, image optimization
|
||||
- **Security:** Firewall, backup
|
||||
- **Forms:** Contact Form 7, WPForms, etc.
|
||||
|
||||
### 4. Future Integrations
|
||||
|
||||
Ask: "Are there any integrations you might want in the future?"
|
||||
- Document these for planning
|
||||
- Note any architecture implications
|
||||
|
||||
### 5. Update Output Document
|
||||
- Fill in Integrations section
|
||||
- Fill in Plugin/Package Stack section
|
||||
|
||||
### 6. Design Log Update
|
||||
After completing this step, update the design log:
|
||||
|
||||
```markdown
|
||||
### Step 29: Integrations & Plugins
|
||||
**Q:** Required integrations, plugin stack, future plans?
|
||||
**A:** [User responses - summarized]
|
||||
**Documented in:** platform-requirements.md (Integrations section)
|
||||
**Key insights:** [Important decisions or revelations]
|
||||
**Status:** Complete
|
||||
**Timestamp:** [HH:MM]
|
||||
```
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Required integrations identified
|
||||
- Account ownership documented for each
|
||||
- Plugin stack recommended (if applicable)
|
||||
- Future integration plans captured
|
||||
- User confirmed
|
||||
|
||||
### FAILURE:
|
||||
- Skipped future integration planning
|
||||
- Generated integration list without user input
|
||||
- Did not capture account ownership
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,135 @@
|
||||
---
|
||||
name: 'step-30-contact-strategy'
|
||||
description: 'Define contact methods and communication strategy'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-31-multilingual.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 30: Contact Strategy
|
||||
|
||||
## STEP GOAL:
|
||||
Define how users will contact the business and any special requirements that affect UX design.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst defining contact strategy that affects UX design and technical integrations
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Primary contact method, channels, form requirements, booking/scheduling, AI integration opportunity
|
||||
- FORBIDDEN: Do not skip capturing UX implications of contact decisions
|
||||
- Approach: Identify primary method, explore phone/form needs, discuss AI opportunity, document UX constraints
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Contact strategy documented with UX implications
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief, technology stack, integrations
|
||||
- Focus: Contact strategy and UX implications
|
||||
- Limits: Strategy, not detailed form design
|
||||
- Dependencies: Step 29 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Identify Primary Contact Method
|
||||
|
||||
Ask: "How do you primarily want customers to reach you?"
|
||||
- **Phone** - Click-to-call, prominent display
|
||||
- **Form** - Contact form with fields
|
||||
- **Email** - Direct email link
|
||||
- **Booking system** - Online scheduling
|
||||
- **Chat** - Live chat or chatbot
|
||||
- **Combination** - Multiple methods
|
||||
|
||||
### 2. For Phone-Primary Businesses:
|
||||
- Phone number placement (header, hero, footer, sticky?)
|
||||
- Click-to-call on mobile
|
||||
- Business hours display
|
||||
- After-hours handling
|
||||
|
||||
### 3. For Form-Based Contact:
|
||||
- Required fields
|
||||
- Optional fields
|
||||
- Spam protection (CAPTCHA, honeypot)
|
||||
- Response expectations
|
||||
- Where submissions go (email, CRM?)
|
||||
|
||||
### 4. AI Integration Opportunity
|
||||
|
||||
If relevant, discuss:
|
||||
- "Have you considered AI-assisted phone handling?"
|
||||
- Explain: AI can answer calls, triage urgent vs routine, book appointments
|
||||
- Note as future integration if interested
|
||||
|
||||
### 5. Document UX Implications
|
||||
|
||||
Capture constraints for UX design:
|
||||
- "Phone must be visible without scrolling"
|
||||
- "Contact form should be accessible from every page"
|
||||
- "No online booking - phone/form only"
|
||||
|
||||
### 6. Update Output Document
|
||||
- Fill in Contact Strategy section
|
||||
- Note UX Constraints
|
||||
|
||||
### 7. Design Log Update
|
||||
After completing this step, update the design log:
|
||||
|
||||
```markdown
|
||||
### Step 30: Contact Strategy
|
||||
**Q:** Primary contact method? UX implications?
|
||||
**A:** [User responses - summarized]
|
||||
**Documented in:** platform-requirements.md (Contact Strategy section)
|
||||
**Key insights:** [Important decisions or revelations]
|
||||
**Status:** Complete
|
||||
**Timestamp:** [HH:MM]
|
||||
```
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Primary contact method identified
|
||||
- Channel requirements documented
|
||||
- UX implications captured
|
||||
- AI opportunity discussed (if relevant)
|
||||
- User confirmed
|
||||
|
||||
### FAILURE:
|
||||
- Skipped UX implications
|
||||
- Generated contact strategy without user input
|
||||
- Did not capture form requirements (if applicable)
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,157 @@
|
||||
---
|
||||
name: 'step-31-multilingual'
|
||||
description: 'Document multilingual requirements and technical SEO needs'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-32-create-platform-document.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 31: Multilingual & SEO
|
||||
|
||||
## STEP GOAL:
|
||||
Document language requirements and technical SEO needs for the platform.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst documenting multilingual setup and technical SEO requirements
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Language needs, URL structure, translation workflow, technical SEO, performance targets
|
||||
- FORBIDDEN: Do not skip structured data planning
|
||||
- Approach: Determine language needs, recommend URL structure, plan translation workflow, document SEO requirements
|
||||
- **Reference Guide:** Load `seo-strategy-guide.md` from agent guides for comprehensive SEO best practices
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Multilingual requirements and SEO technical specs documented
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief, language strategy (from content steps), technology stack
|
||||
- Focus: Technical implementation of multilingual and SEO
|
||||
- Limits: Platform-level requirements, not content-level SEO
|
||||
- Dependencies: Step 30 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Determine Language Needs
|
||||
|
||||
Ask: "What languages does the site need to support?"
|
||||
- Single language - simpler setup
|
||||
- Multiple languages - requires plugin and strategy
|
||||
|
||||
### 2. If Multilingual:
|
||||
|
||||
**Recommend URL structure:**
|
||||
```
|
||||
example.com/ -> Primary language (Swedish)
|
||||
example.com/en/ -> English
|
||||
example.com/de/ -> German
|
||||
```
|
||||
|
||||
**Plugin recommendation:**
|
||||
- **Polylang** - Free tier works, good SEO support
|
||||
- **WPML** - More features, paid
|
||||
- **TranslatePress** - Visual translation
|
||||
|
||||
**Translation workflow:**
|
||||
- Who translates? (client, translator, agency)
|
||||
- Full translation or priority pages?
|
||||
- Ongoing updates process
|
||||
|
||||
**Technical requirements:**
|
||||
- hreflang tags (automatic with good plugins)
|
||||
- Language switcher placement
|
||||
- Default language handling
|
||||
|
||||
### 3. SEO Technical Requirements
|
||||
|
||||
Document needs:
|
||||
- **Meta tags** - Title, description per page (all languages)
|
||||
- **Structured data** - Schema.org markup per page type:
|
||||
- `LocalBusiness` / `AutoRepair` - Business identity (all pages)
|
||||
- `Service` - Individual service pages
|
||||
- `Article` - Blog/news articles
|
||||
- `FAQPage` - FAQ sections
|
||||
- `BreadcrumbList` - Navigation breadcrumbs
|
||||
- **Sitemap** - XML sitemap generation (includes all language versions)
|
||||
- **Robots.txt** - Crawl directives
|
||||
- **Page speed** - Core Web Vitals targets (LCP < 2.5s, FID < 100ms, CLS < 0.1)
|
||||
- **Mobile-first** - Responsive, mobile-optimized
|
||||
- **Canonical URLs** - Self-referencing canonical on every page
|
||||
- **hreflang tags** - Language alternates declared on every page
|
||||
- **404 handling** - Custom 404 page with navigation
|
||||
|
||||
### 4. Performance Targets
|
||||
|
||||
Discuss realistic targets:
|
||||
- Page load time goal (e.g., < 3 seconds on 4G)
|
||||
- Core Web Vitals targets
|
||||
- Mobile performance priority
|
||||
|
||||
### 5. Update Output Document
|
||||
- Fill in Multilingual Requirements section
|
||||
- Fill in SEO Requirements section
|
||||
- Add Performance Targets
|
||||
|
||||
### 6. Design Log Update
|
||||
After completing this step, update the design log:
|
||||
|
||||
```markdown
|
||||
### Step 31: Multilingual & SEO
|
||||
**Q:** Language needs? SEO technical requirements? Performance targets?
|
||||
**A:** [User responses - summarized]
|
||||
**Documented in:** platform-requirements.md (Multilingual, SEO sections)
|
||||
**Key insights:** [Important decisions or revelations]
|
||||
**Status:** Complete
|
||||
**Timestamp:** [HH:MM]
|
||||
```
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Language requirements documented
|
||||
- URL structure defined (if multilingual)
|
||||
- Translation workflow planned
|
||||
- SEO technical requirements documented
|
||||
- Structured data plan created
|
||||
- Performance targets set
|
||||
- User confirmed
|
||||
|
||||
### FAILURE:
|
||||
- Skipped structured data planning
|
||||
- Generated SEO requirements without user input
|
||||
- Did not document translation workflow
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,136 @@
|
||||
---
|
||||
name: 'step-32-create-platform-document'
|
||||
description: 'Complete the Platform Requirements document and prepare for next steps'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-33-analyze-brief.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 32: Create Platform Requirements Document
|
||||
|
||||
## STEP GOAL:
|
||||
Complete the Platform Requirements document, document maintenance ownership, and prepare for next steps.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst finalizing platform requirements for handoff
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Review completeness, document maintenance ownership, development handoff notes, confirm
|
||||
- FORBIDDEN: Do not skip maintenance ownership documentation
|
||||
- Approach: Review all sections, capture maintenance plan, present summary, confirm
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Platform Requirements document finalized and confirmed
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Steps 27-31 (tech stack, integrations, contact, multilingual, SEO)
|
||||
- Focus: Synthesis and practical handoff
|
||||
- Limits: Finalizing what was captured, not adding major new elements
|
||||
- Dependencies: Steps 27-31 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Review Completeness
|
||||
|
||||
Check that all sections are filled:
|
||||
- [ ] Technology Stack
|
||||
- [ ] Plugin/Package Stack
|
||||
- [ ] Integrations
|
||||
- [ ] Contact Strategy
|
||||
- [ ] UX Constraints
|
||||
- [ ] Multilingual Requirements
|
||||
- [ ] SEO Requirements
|
||||
- [ ] Maintenance & Ownership
|
||||
|
||||
### 2. Document Maintenance Ownership
|
||||
|
||||
Ask: "Who will maintain the site after launch?"
|
||||
- Content updates - client or agency?
|
||||
- Technical maintenance - developer or managed?
|
||||
- Plugin updates - automatic or manual review?
|
||||
|
||||
Fill in Maintenance & Ownership section.
|
||||
|
||||
### 3. Development Handoff Notes
|
||||
|
||||
Capture any important notes for developers:
|
||||
- Environment setup requirements
|
||||
- Deployment process expectations
|
||||
- Special considerations
|
||||
|
||||
### 4. Present Summary
|
||||
|
||||
Show the user a summary table:
|
||||
|
||||
```
|
||||
Platform Requirements Summary
|
||||
---
|
||||
Tech Stack: [CMS/Framework]
|
||||
Styling: [Approach]
|
||||
Languages: [List]
|
||||
Contact: [Primary method]
|
||||
SEO: [Plugin choice]
|
||||
Key Constraint: [Most important UX constraint]
|
||||
```
|
||||
|
||||
### 5. Confirm and Save
|
||||
|
||||
Ask: "Does this capture all the platform decisions?"
|
||||
- If changes needed, update document
|
||||
- If complete, finalize
|
||||
|
||||
### 6. Next Steps Guidance
|
||||
|
||||
Explain what's next:
|
||||
- "Platform Requirements will constrain UX design in Phase 4"
|
||||
- "Developers will use this in Phase 6 for handoff"
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- All sections reviewed for completeness
|
||||
- Maintenance ownership documented
|
||||
- Development handoff notes captured
|
||||
- Summary presented and confirmed by user
|
||||
- Document finalized and saved
|
||||
|
||||
### FAILURE:
|
||||
- Skipped maintenance ownership
|
||||
- Left sections incomplete
|
||||
- Did not present summary for confirmation
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,96 @@
|
||||
---
|
||||
name: 'step-33-analyze-brief'
|
||||
description: 'Analyze Product Brief completeness for handover'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-34-create-summary.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 33: Analyze Product Brief Completeness
|
||||
|
||||
## STEP GOAL:
|
||||
Silently review the product brief and extract key elements needed for trigger mapping handover.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst reviewing the product brief for handover readiness
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Extract vision, target users, success criteria, differentiator, positioning
|
||||
- FORBIDDEN: Do not skip completeness check
|
||||
- Approach: Silent review, extract key elements, check completeness
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Product brief analyzed for handover readiness
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Complete Product Brief and all sub-documents
|
||||
- Focus: Handover readiness analysis
|
||||
- Limits: Analysis, not modification
|
||||
- Dependencies: Steps 1-32 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. What to Extract
|
||||
|
||||
- Vision statement
|
||||
- Target user mentions (primary, secondary, tertiary)
|
||||
- Success criteria / metrics
|
||||
- Key differentiator / unfair advantage
|
||||
- Positioning statement
|
||||
- Any persona hints
|
||||
|
||||
### 2. Analysis
|
||||
|
||||
Check completeness:
|
||||
- Vision clear and inspiring?
|
||||
- Target users identified?
|
||||
- Success measurable?
|
||||
- Differentiation articulated?
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- All key elements extracted
|
||||
- Completeness verified
|
||||
- Gaps identified (if any)
|
||||
- Ready for handover summary
|
||||
|
||||
### FAILURE:
|
||||
- Skipped completeness check
|
||||
- Missed key elements in extraction
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,110 @@
|
||||
---
|
||||
name: 'step-34-create-summary'
|
||||
description: 'Create handover summary for Phase 2'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-35-update-design-log.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 34: Create Handover Summary
|
||||
|
||||
## STEP GOAL:
|
||||
Create a concise summary of the product brief for Phase 2 handover.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst preparing the handover package for Phase 2
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Concise handover summary with vision, audience, differentiator, success metric, positioning
|
||||
- FORBIDDEN: Do not skip explaining what Phase 2 will do
|
||||
- Approach: Present summary, explain next phase
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Handover package presented to user
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Analysis from step 33
|
||||
- Focus: Creating handover summary
|
||||
- Limits: Summary, not new analysis
|
||||
- Dependencies: Step 33 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Present Handover Package
|
||||
|
||||
**Handover Package Ready**
|
||||
|
||||
**Product Brief Summary:**
|
||||
|
||||
**Vision:** [vision_statement]
|
||||
|
||||
**Primary Audience:** [primary_users]
|
||||
|
||||
**Key Differentiator:** [differentiator]
|
||||
|
||||
**Top Success Metric:** [top_metric]
|
||||
|
||||
**Positioning:** [positioning_summary]
|
||||
|
||||
### 2. Explain What Comes Next
|
||||
|
||||
**What Saga Will Do Next:**
|
||||
|
||||
Saga the Analyst will facilitate **Trigger Mapping** to connect your business goals to user psychology.
|
||||
|
||||
Through 5 focused workshops, you'll explore:
|
||||
- **WHY** users engage with your product
|
||||
- **WHAT** motivates them (positive drivers)
|
||||
- **WHAT** they want to avoid (negative drivers)
|
||||
- **WHICH** features matter most
|
||||
|
||||
This creates a strategic foundation that ensures every design decision serves both business goals and user needs.
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Concise handover summary created
|
||||
- All key elements included
|
||||
- Phase 2 explanation provided
|
||||
- User confirmed understanding
|
||||
|
||||
### FAILURE:
|
||||
- Skipped explaining Phase 2
|
||||
- Summary missing key elements
|
||||
- Generated without user acknowledgment
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,133 @@
|
||||
---
|
||||
name: 'step-35-update-design-log'
|
||||
description: 'Document Phase 1 completion in the project design log'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-36-provide-activation.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 35: Update Design Log
|
||||
|
||||
## STEP GOAL:
|
||||
Document Phase 1 completion in the project design log - the project's memory.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst documenting project progress for future reference
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Append progress entry, record key decisions, list ALL artifacts
|
||||
- FORBIDDEN: Do not skip listing every artifact file - do not summarize with "etc."
|
||||
- Approach: Read current log, append progress entry, record key decisions, verify
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Design log updated with Phase 1 completion entry
|
||||
- Save/document outputs appropriately
|
||||
- Do not skip this step
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: All Phase 1 artifacts and decisions
|
||||
- Focus: Design log update
|
||||
- Limits: Documenting what happened, not new work
|
||||
- Dependencies: Step 34 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Read the Current Log
|
||||
|
||||
Read `{output_folder}/_progress/00-design-log.md` to understand existing entries and format.
|
||||
|
||||
### 2. Append Progress Entry
|
||||
|
||||
Add the following under the `## Progress` section (after the last entry):
|
||||
|
||||
```
|
||||
### [date] - Phase 1: Product Brief Complete
|
||||
|
||||
**Agent:** Saga (Product Brief)
|
||||
**Brief Level:** [standard / simplified]
|
||||
|
||||
**Artifacts Created:**
|
||||
- `A-Product-Brief/product-brief.md`
|
||||
- [list ALL additional files: content-language, visual-direction, platform-requirements, etc.]
|
||||
|
||||
**Summary:** [2-3 sentences: business context established, key constraints identified, what was defined]
|
||||
|
||||
**Next:** Phase 2 - Trigger Mapping
|
||||
```
|
||||
|
||||
**Rules:**
|
||||
- List every artifact file - do not summarize with "etc."
|
||||
- Summary must mention specific business context, not generic statements
|
||||
- Use the actual date, not a placeholder
|
||||
|
||||
### 3. Record Key Decisions
|
||||
|
||||
Add rows to the `## Key Decisions` table for any significant choices made during Phase 1:
|
||||
|
||||
```
|
||||
| [date] | [decision] | Phase 1: Product Brief | Saga + [user_name] |
|
||||
```
|
||||
|
||||
Examples of key decisions worth logging:
|
||||
- Brief level choice (standard vs simplified)
|
||||
- Tech stack decisions
|
||||
- Scope boundaries defined
|
||||
- Key constraints identified
|
||||
|
||||
If no significant decisions were made, skip this section.
|
||||
|
||||
### 4. Verify
|
||||
|
||||
- [ ] Progress entry appended (not overwriting existing entries)
|
||||
- [ ] All artifact files listed
|
||||
- [ ] Summary is specific, not generic
|
||||
- [ ] Key decisions recorded (if any)
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Design log updated with progress entry
|
||||
- All artifacts listed individually
|
||||
- Summary is specific to this project
|
||||
- Key decisions recorded
|
||||
- Verification checklist passed
|
||||
|
||||
### FAILURE:
|
||||
- Summarized artifacts with "etc."
|
||||
- Used generic summary
|
||||
- Overwrote existing entries
|
||||
- Skipped this step entirely
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,110 @@
|
||||
---
|
||||
name: 'step-36-provide-activation'
|
||||
description: 'Provide Phase 2 activation instructions - final step'
|
||||
|
||||
# File References
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow.md'
|
||||
---
|
||||
|
||||
# Step 36: Provide Next Phase Activation
|
||||
|
||||
## STEP GOAL:
|
||||
Provide clear instructions for activating Phase 2 - this is the final step in the Product Brief workflow.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst guiding the user to the next phase
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Clear Phase 2 activation instructions, estimated time, what will be created
|
||||
- FORBIDDEN: Do not skip explaining what Phase 2 produces
|
||||
- Approach: Present activation options, explain outcomes, ask if user wants to proceed now or later
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: User understands how to activate Phase 2
|
||||
- Save/document outputs appropriately
|
||||
- This is the FINAL step - no nextStepFile
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Complete Phase 1 work
|
||||
- Focus: Phase 2 activation
|
||||
- Limits: Guidance only, not starting Phase 2
|
||||
- Dependencies: Step 35 completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Present Activation Options
|
||||
|
||||
**Ready for Phase 2: Trigger Mapping!**
|
||||
|
||||
**To begin Trigger Mapping with Saga:**
|
||||
|
||||
**Option 1: Direct Workflow**
|
||||
```
|
||||
Load: workflows/2-trigger-mapping/instructions.md
|
||||
```
|
||||
|
||||
**Option 2: Activate Saga**
|
||||
```
|
||||
Load: agent-activation/wds-saga-analyst.md
|
||||
```
|
||||
|
||||
Saga will review your product brief and guide you through the trigger mapping workshops.
|
||||
|
||||
### 2. Set Expectations
|
||||
|
||||
**Estimated Time:** 60-90 minutes (can be split across sessions)
|
||||
|
||||
**What You'll Create:**
|
||||
- Business goals with prioritization
|
||||
- Detailed personas with psychological drivers
|
||||
- Strategic feature priorities
|
||||
- Visual trigger map diagram
|
||||
|
||||
### 3. Ask About Next Steps
|
||||
|
||||
Would you like to proceed to Trigger Mapping now, or take a break and continue later?
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [M] Return to workflow menu"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
This is the FINAL step of Phase 1: Product Brief workflow. Handover is complete.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- Activation options clearly presented
|
||||
- Time estimate and outcomes explained
|
||||
- User understands next steps
|
||||
- Phase 1 workflow complete
|
||||
|
||||
### FAILURE:
|
||||
- Skipped explaining what Phase 2 produces
|
||||
- Did not present activation options
|
||||
- Left user without clear next steps
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
@@ -0,0 +1,122 @@
|
||||
---
|
||||
name: 'step-01-brief-completeness'
|
||||
description: 'Verify Product Brief contains all required sections'
|
||||
|
||||
# File References
|
||||
nextStepFile: './step-02-trigger-map-consistency.md'
|
||||
workflowFile: '../workflow.md'
|
||||
activityWorkflowFile: '../workflow-validate.md'
|
||||
---
|
||||
|
||||
# Validation Step 01: Brief Completeness
|
||||
|
||||
## STEP GOAL:
|
||||
Verify the Product Brief contains all required sections and no section is left as a placeholder.
|
||||
|
||||
## MANDATORY EXECUTION RULES (READ FIRST):
|
||||
|
||||
### Universal Rules:
|
||||
- NEVER generate content without user input
|
||||
- CRITICAL: Read the complete step file before taking any action
|
||||
- CRITICAL: When loading next step with 'C', ensure entire file is read
|
||||
- YOU ARE A FACILITATOR, not a content generator
|
||||
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
|
||||
|
||||
### Role Reinforcement:
|
||||
- You are a Strategic Business Analyst validating Product Brief completeness
|
||||
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
|
||||
- We engage in collaborative dialogue, not command-response
|
||||
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
|
||||
- Maintain collaborative and strategic tone throughout
|
||||
|
||||
### Step-Specific Rules:
|
||||
- Focus: Verify all required sections present and filled with substantive content
|
||||
- FORBIDDEN: Do not skip any required section check
|
||||
- Approach: Load brief, check sections by brief level, assess quality, report
|
||||
|
||||
## EXECUTION PROTOCOLS:
|
||||
- Primary goal: Product Brief completeness verified
|
||||
- Save/document outputs appropriately
|
||||
- Avoid generating content without user input
|
||||
|
||||
## CONTEXT BOUNDARIES:
|
||||
- Available context: Product Brief and project config
|
||||
- Focus: Section completeness and quality
|
||||
- Limits: Validation only, not modification
|
||||
- Dependencies: Phase 1 creation steps completed
|
||||
|
||||
## Sequence of Instructions (Do not deviate, skip, or optimize)
|
||||
|
||||
### 1. Load Product Brief
|
||||
|
||||
Read `{output_folder}/A-Product-Brief/project-brief.md` and extract all sections.
|
||||
|
||||
### 2. Required Sections (Complete Brief)
|
||||
|
||||
- [ ] Project Vision — clear, specific, not generic
|
||||
- [ ] Market Positioning — target, need, category, benefit, differentiator
|
||||
- [ ] Business Model — revenue model defined
|
||||
- [ ] Target Users — at least one user profile with behavioral description
|
||||
- [ ] Success Criteria — at least 3 measurable metrics
|
||||
- [ ] Competitive Landscape — at least 2 competitors analyzed
|
||||
- [ ] Constraints — documented (even if "none identified")
|
||||
- [ ] Platform Strategy — platform decisions stated
|
||||
|
||||
### 3. Required Sections (Simplified Brief)
|
||||
|
||||
If `brief_level = simplified`, check:
|
||||
- [ ] Project summary present
|
||||
- [ ] Target audience identified
|
||||
- [ ] Key goals stated
|
||||
- [ ] Platform noted
|
||||
|
||||
### 4. Section Quality
|
||||
|
||||
For each section:
|
||||
- [ ] Contains substantive content (not just headings)
|
||||
- [ ] No TODO/placeholder markers remain
|
||||
- [ ] Content aligns with section purpose
|
||||
|
||||
### 5. Report
|
||||
|
||||
```
|
||||
## Brief Completeness Report
|
||||
|
||||
**Brief level:** [complete/simplified]
|
||||
**Sections present:** [N]/[Total]
|
||||
**Quality issues:** [N]
|
||||
|
||||
[List any missing or incomplete sections]
|
||||
```
|
||||
|
||||
### N. Present MENU OPTIONS
|
||||
Display: "**Select an Option:** [C] Continue to next step"
|
||||
|
||||
#### Menu Handling Logic:
|
||||
- IF C: Load, read entire file, then execute {nextStepFile}
|
||||
- IF M: Return to {workflowFile} or {activityWorkflowFile}
|
||||
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
|
||||
|
||||
#### EXECUTION RULES:
|
||||
- ALWAYS halt and wait for user input after presenting menu
|
||||
- User can chat or ask questions - always respond and then redisplay menu options
|
||||
|
||||
## CRITICAL STEP COMPLETION NOTE
|
||||
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
|
||||
|
||||
---
|
||||
|
||||
## SYSTEM SUCCESS/FAILURE METRICS
|
||||
|
||||
### SUCCESS:
|
||||
- All required sections checked
|
||||
- Section quality assessed
|
||||
- Completeness report generated
|
||||
- Missing or incomplete sections identified
|
||||
|
||||
### FAILURE:
|
||||
- Skipped required section checks
|
||||
- Did not assess section quality
|
||||
- Left sections unverified
|
||||
|
||||
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
|
||||
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user