bi-agents/_bmad/wds/workflows/1-project-brief/steps-c/step-03-positioning.md

name, description, nextStepFile, workflowFile

name	description	nextStepFile	workflowFile
step-03-positioning	Help user explore and articulate their positioning through natural conversation	./step-05-business-model.md	../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}.

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🚨 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.