- 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>
6.1 KiB
name, description, nextStepFile, activityWorkflowFile
| name | description | nextStepFile | activityWorkflowFile |
|---|---|---|---|
| step-04-driving-forces | Workshop 3: Map positive and negative driving forces per persona | ./step-05-prioritization.md | ../workflow.md |
Step 10: Workshop 3 - Driving Forces
STEP GOAL:
Facilitate Workshop 3 to identify both positive and negative driving forces for each persona, uncover cross-group patterns, and build the psychological foundation for design 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 Saga the Analyst - uncovering motivation psychology
- ✅ 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 facilitation and pattern recognition, user brings business knowledge and user insight
- ✅ Work together as equals in a partnership, not a client-vendor relationship
Step-Specific Rules:
- 🎯 Focus on identifying BOTH positive and negative driving forces per persona
- 🚫 FORBIDDEN to skip negative drivers - they reveal strongest design opportunities
- 💬 Approach: Explore both sides of motivation systematically per persona
- 📋 Capture 3-5 drivers per category (positive and negative) per persona
- 📋 Identify cross-group patterns after all personas mapped
EXECUTION PROTOCOLS:
- 🎯 Facilitate exploration of both toward and away-from motivation
- 💾 Store driving_forces and driver_patterns
- 📖 Emphasize loss aversion principle - negative drivers often more powerful
- 🚫 Do not proceed until both types mapped for all personas
CONTEXT BOUNDARIES:
- Available context: Vision, objectives, personas from previous workshops
- Focus: Positive and negative driving forces per persona
- Limits: Must have both positive AND negative forces for each persona
- Dependencies: Requires completed Workshop 2 with confirmed personas
Sequence of Instructions (Do not deviate, skip, or optimize)
1. Introduce Workshop
Output: "Workshop 3: Driving Forces
Now we dig into psychology. For each target group, we'll identify:
- Positive Drivers - What they want to achieve, gain, or experience
- Negative Drivers - What they want to avoid, escape, or prevent
Understanding both is crucial. Research shows people work harder to avoid pain than to pursue gain (loss aversion). Negative drivers often reveal the strongest design opportunities."
2. Explain the Framework
Output: "For each persona, we'll explore:
Positive Drivers (toward motivation):
- Aspirations and dreams
- Desired outcomes
- Experiences they seek
- Status or recognition goals
Negative Drivers (away-from motivation):
- Fears and anxieties
- Problems they want gone
- Frustrations they're tired of
- Risks they want to avoid
The magic happens when your design addresses both."
3. Explore Driving Forces Per Group
For each persona:
Output: "Let's explore what drives {{persona.name}}"
Ask about positive drivers: "Positive Drivers: What does {{persona.name}} want to achieve or experience?
Think about:
- What would make their day better?
- What would they brag about to colleagues?
- What would make them feel successful?"
Capture 3-5 positive drivers.
Ask about negative drivers: "Negative Drivers: What does {{persona.name}} want to avoid or escape?
Think about:
- What keeps them up at night?
- What frustrations are they tired of?
- What risks worry them?
- What embarrassments do they want to avoid?"
Capture 3-5 negative drivers.
Present summary for each persona and ask for confirmation.
Repeat for each persona.
Store driving_forces.
4. Identify Patterns
Output: "Looking across all personas, I notice some patterns..."
Analyze for:
- Common drivers across groups
- Unique drivers per group
- Potential conflicts between groups
Present cross-group patterns (shared drivers, unique drivers, potential tensions).
Store driver_patterns.
5. Present Workshop Summary
Output: "Workshop 3 Complete!
We've mapped the psychological landscape:
{{#each personas}} {{this.name}}:
- Wants: {{this.top_positive_driver}}
- Avoids: {{this.top_negative_driver}} {{/each}}
This is powerful insight. Next, we'll prioritize which groups and drivers to focus on."
Store driving_forces and patterns for next workshop.
6. Present MENU OPTIONS
Display: "Select an Option: [C] Continue to Prioritization Workshop | [M] Return to Activity Menu"
Menu Handling Logic:
- IF C: Load and execute {nextStepFile}
- IF M: Return to {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 user selects [C] will you load the next step file. Both positive and negative forces must be mapped for all personas before proceeding.
🚨 SYSTEM SUCCESS/FAILURE METRICS
✅ SUCCESS:
- 3-5 positive drivers identified per persona from user input
- 3-5 negative drivers identified per persona from user input
- Loss aversion principle explained
- Cross-group patterns identified (shared, unique, tensions)
- User confirmed driving forces for each persona
- Results stored for subsequent workshops
❌ SYSTEM FAILURE:
- Skipping negative drivers for any persona
- Having fewer than 3 drivers per category
- Generating driving forces without user input
- Not identifying cross-group patterns
- Proceeding without confirmed forces for all personas
- Not emphasizing importance of negative drivers
Master Rule: Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.