--- 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.