- 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>
1035 lines
30 KiB
Markdown
1035 lines
30 KiB
Markdown
# Saga's Dream Up Approach Guide
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**When to load:** When user requests artifact generation (Trigger Map, Product Brief companions)
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**Agent:** Saga the Analyst
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**Purpose:** Execute Dream Up modes (Suggest/Dream) for Phase 1-2 artifact generation
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---
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## Core Architecture: 5 Layers
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```
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Layer 1: Learn WDS Form (Static - loaded once)
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How to structure, what makes quality
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↓
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Layer 2: Project Context (Cumulative - grows with each step)
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Product Brief → +Business Goals → +Target Groups → +Driving Forces
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↓
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Layer 3: Domain Research (Ongoing - per step as needed)
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Industry insights, competitor analysis, user behavior
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↓
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Layer 4: Generate Next Artifact
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Apply Form + Use All Prior Context + Enhanced by Research
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↓
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Layer 5: Self-Review Against Standards
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Check quality, identify gaps, refine
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↓
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Add artifact to Layer 2 → Repeat for next step
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```
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**Key Principle:** Each step builds on all previous artifacts. Layer 2 grows as progress is made.
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---
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## When to Offer Dream Up Modes
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### Offer When:
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✅ User requests artifact generation (Trigger Map, Product Brief companions)
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✅ Product Brief exists from Phase 1 (provides substance)
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✅ Quality rubric exists for the artifact type
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✅ Task is structured generation (not pure discovery)
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### Don't Offer When:
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❌ Pure discovery conversation (no artifact to generate)
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❌ No Product Brief exists yet (no substance to work with)
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❌ User explicitly wants dialog/workshop approach
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❌ No quality rubric available yet
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---
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## Mode Selection Dialog
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**Present this choice at workflow start:**
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```
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**Which engagement mode would you like?**
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**Workshop Mode** (Agent facilitates workshop, 60-90 min)
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- I'll facilitate a workshop to draw out your best ideas through strategic questions
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- Man-in-the-loop: You're actively involved, I guide the discovery
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- Best for: Discovery, strategic decisions, first time, want to go deep
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**Suggest Mode** (Driven by agent, 30-45 min)
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- I'll generate based on WDS methodology + your Product Brief + domain research
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- You review each step and guide refinements
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- You'll see my learning, research, and self-review process
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- Best for: Product Brief exists, want to see my thinking, learn through observation
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**Dream Mode** (Fully autonomous, 15-20 min)
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- I'll generate autonomously with visible self-dialog
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- You can observe and interrupt anytime, or just review the result
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- Best for: Trust the methodology, established patterns, time-efficient
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Choose: [W] Workshop | [S] Suggest | [D] Dream
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```
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**If user unsure, recommend based on:**
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- Product Brief quality (rich → Suggest/Dream, sparse → Workshop)
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- User skill level (beginner → Workshop, comfortable → Suggest/Dream)
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- Time constraints (limited time → Dream)
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- Novelty (new domain → Workshop, familiar → Suggest/Dream)
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---
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## Layer 1: Learn WDS Form (Static)
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**Purpose:** Agent becomes WDS methodology expert before generating.
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### For Phase 2 (Trigger Mapping)
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**Load these WDS learning materials:**
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```
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docs/method/phase-2-trigger-mapping-guide.md
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docs/quick-start/02-trigger-mapping.md
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src/data/agent-guides/saga/trigger-mapping.md
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docs/models/impact-effect-mapping.md
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docs/method/dream-up-rubric-phase-2.md
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```
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**Learn and internalize:**
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#### Structure Requirements
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- Business Goals Layer (vision + SMART objectives)
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- Product/Solution Hub
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- Target Groups (3-4 max, prioritized)
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- Detailed Personas (alliterative names, psychological depth)
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- Usage Goals (positive + negative drivers, 3-5 each per persona)
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- Prioritization (goals → groups → drivers ranked)
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- Optional: Feature Impact Analysis, Visual Diagram
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#### Quality Criteria (7 standards)
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1. **Strategic Depth** - Reveal specific psychology, not surface observations
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2. **Usage Context Clarity** - Usage goals, not life goals
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3. **Persona Depth** - Psychological, not demographic
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4. **Negative Drivers Present** - Equal weight to fears/frustrations
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5. **Focused Scope** - 3-4 groups max, not diluted
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6. **Actionable Specificity** - Concrete, not vague
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7. **Business Goal Connection** - Every user serves a goal
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#### Common Mistakes to Avoid
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- ❌ Solutions on the map (keep psychology, not features)
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- ❌ Generic/obvious forces (be specific to context)
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- ❌ Demographic personas (focus on psychology)
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- ❌ Inconsistent priority (make hard choices)
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#### Best Practices
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- ✅ Alliterative persona names (memorable, hints at role)
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- ✅ Equal weight to negative drivers (loss aversion is powerful)
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- ✅ Context declaration (explicit usage context)
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- ✅ Visual connection diagram (shows logic flow)
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**Document in design log:**
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```markdown
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## Layer 1: WDS Form Learned
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### Methodology Loaded
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- Phase 2 Trigger Mapping Guide
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- Quality Rubric with 7 criteria
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- Impact/Effect Mapping model
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### Structure Internalized
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- 4 core layers: Goals → Product → Groups → Drivers
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- Prioritization required at each level
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- Personas with psychological depth, not demographics
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### Quality Standards
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- Minimum threshold: 7/9 complete, 5/7 quality, 4/4 mistakes avoided
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- Excellence threshold: 9/9 complete, 7/7 quality, 4/4 practices followed
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### Ready to apply WDS form to this project's substance.
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```
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---
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### For Phase 3 (Scenarios)
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**Load these WDS learning materials:**
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```
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src/workflows/3-scenarios/data/quality-checklist.md
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src/workflows/3-scenarios/data/scenario-outline-template.md
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src/workflows/3-scenarios/data/validation-standards.md
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```
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**Learn and internalize:**
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#### Structure Requirements
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- Scenario has 7 required components (Name, Core Feature, Entry Point, Mental State, Success Goals, Shortest Path, Trigger Map Connections)
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- Entry points must be realistic (device + context + discovery) — max 2 sentences
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- Mental states must be visceral (Trigger/Hope/Worry) — one sentence each
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- Paths must be linear (zero branches, minimum viable steps)
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- Success goals must be mutual (user + business, both measurable)
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#### Quality Criteria (from quality-checklist.md)
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1. **Persona Alignment** — Serves specific Trigger Map persona
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2. **Mental State Richness** — Visceral, not generic
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3. **Mutual Success Clarity** — Both specific and measurable
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4. **Sunshine Path Focus** — Completely linear
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5. **Minimum Viable Steps** — Each justifies existence
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6. **Entry Point Realism** — Real-world behavior
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7. **Business Goal Connection** — Traces to Trigger Map
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#### Common Mistakes to Avoid
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- Edge cases in sunshine path (zero "if" statements)
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- Feature-first naming (use persona + purpose)
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- Missing mental state components
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- Vague page descriptions
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- Generic persona ("user" instead of named persona)
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- Missing business value
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- Bloated descriptions (max 2 sentences per entry point, 1 sentence per mental state component)
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---
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## Layer 2: Project Context (Cumulative)
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**Purpose:** Extract substance from prior artifacts. Layer 2 GROWS with each step.
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### Initial Load: Product Brief (Start of Phase 2)
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**Read these files:**
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```
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{output_folder}/A-Product-Brief/product-brief.md
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{output_folder}/A-Product-Brief/content-language.md
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{output_folder}/A-Product-Brief/platform-requirements.md
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{output_folder}/A-Product-Brief/visual-direction.md
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```
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**Extract and summarize:**
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#### Business Context
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- Business name, location, industry, services
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- Market position, reputation, years in business
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- Current challenges (what problem does product solve)
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- Success criteria (what winning looks like)
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#### User Archetypes (from Product Brief)
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- Each archetype name and description
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- Their context (when do they use product)
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- Their needs/goals (high-level)
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- Their challenges (frustrations)
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**Note:** These archetypes will be deepened into personas with driving forces in Phase 2.
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#### Constraints
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- Technical: Platform, tech stack, integrations
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- Business: Budget, timeline, resources, maintenance level
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- Scope: What's in/out
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- Brand: Tone, personality, visual direction, keywords
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#### Strategic Direction
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- Business goals mentioned in brief
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- Target audience priorities
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- SEO keywords (if relevant)
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- Future plans
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**Document in design log:**
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```markdown
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## Layer 2: Project Context (Initial Load)
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### From Product Brief
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**Business:** Källa Fordonservice AB, car mechanic on northern Öland, 20+ years, 4.8/5 rating
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**Challenge:** Repetitive phone calls about basic info, no website presence
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**Goal:** Reduce admin burden while maintaining findability
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### User Archetypes (to deepen)
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1. **Tomas the Tourist** - Summer visitor, car trouble, stressed, needs immediate help
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2. **Lennart the Local** - Year-round resident, loyal customer, checks hours
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3. **Farmer Fredrik** - Agricultural equipment, understands wait times
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4. **Motorhome Maria** - RV passing through, specialized expertise needed
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### Constraints
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- Technical: WordPress + Tailwind, mobile-first, low maintenance
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- Business: Björn at capacity, phone-first contact strategy
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- Brand: Professional but unpretentious, warm and practical tone
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### Strategic Direction
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- Primary: Reduce repetitive info calls
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- Secondary: Rank for "bilverkstad Öland" keywords
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- Future: AI phone assistant integration
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```
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### Cumulative Growth: Add After Each Step
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**After Business Goals created:**
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```markdown
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### Business Goals (Added to Layer 2)
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**Vision:** [Inspirational direction]
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**SMART Objectives:**
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1. [Measurable target]
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2. [Measurable target]
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3. [Measurable target]
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**Priorities:** [Ranked]
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```
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**After Target Groups created:**
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```markdown
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### Target Groups (Added to Layer 2)
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**Primary 👥:** [Group name] - [Why they matter to Goal 1]
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**Secondary 👤:** [Group name] - [Why they matter]
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**Tertiary:** [Group name] - [Why they matter]
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[Full persona profiles with psychological depth]
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```
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**After Driving Forces created:**
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```markdown
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### Driving Forces (Added to Layer 2)
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**Per Persona:**
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- Positive Drivers (✅): [List]
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- Negative Drivers (❌): [List]
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[Specific, contextual, actionable]
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```
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**After Prioritization created:**
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```markdown
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### Prioritization (Added to Layer 2)
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- Goals ranked: [Order]
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- Groups ranked: [Order]
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- Drivers ranked per persona: [Top 3 each]
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**Strategic Focus:** [Summary of what matters most]
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```
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**Key Principle:** Each subsequent generation step uses ALL prior artifacts from Layer 2.
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### For Phase 3: Cumulative Context Growth
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**Initial Load (start of Phase 3):**
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- Product Brief (all 4 documents from Phase 1)
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- Trigger Map (all documents from Phase 2)
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- Strategic context (business goal, persona, driving forces)
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**After each scenario outlined:**
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```markdown
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### Scenario [NN] (Added to Layer 2)
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**Persona:** [Name]
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**Pages covered:** [List]
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**Driving forces addressed:** [Which ones from Trigger Map]
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**Remaining unaddressed forces:** [What still needs scenarios]
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```
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**Key Rule:** Each subsequent scenario should address DIFFERENT driving forces. Check Layer 2 to avoid duplicating coverage.
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---
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## Layer 3: Domain Research (Ongoing)
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**Purpose:** Agent acts as domain expert through research. Enhances Product Brief with industry insights.
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### Research Per Step
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**For Business Goals:**
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- WebSearch: "[Industry] business goals best practices"
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- WebSearch: "[Business type] success metrics"
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- Look for: Common SMART objectives in this industry
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**For Target Groups:**
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- WebSearch: "[Business type] customer types"
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- WebSearch: "[Location/context] user behavior"
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- Look for: Who actually uses these services and why
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**Example for Källa (Car Mechanic on Öland):**
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```
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WebSearch: "car mechanic rural tourist area customer types"
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WebSearch: "northern Öland tourism caravan RV statistics"
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WebSearch: "seasonal mechanic business challenges Sweden"
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```
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**For Driving Forces:**
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- WebSearch: "[User type] pain points frustrations"
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- WebSearch: "[Service] user reviews complaints"
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- Look for: Real user voices, forums, review sites
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**Example for Tourist persona:**
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```
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WebSearch: "car breakdown vacation stress what customers want"
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WebSearch: "tourist mechanic trust safety concerns"
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Forums: Reddit r/travel, car forums about breakdowns while traveling
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```
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**For Prioritization:**
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- WebSearch: "[Business type] what matters most to customers"
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- WebSearch: "[Industry] feature prioritization"
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- Competitor analysis: What do similar businesses emphasize?
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### Research Documentation
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```markdown
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## Layer 3: Domain Research
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### Step: [Current step name]
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**Research Conducted:**
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1. WebSearch: "[Query]"
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- Finding: [Key insight]
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- Relevance: [How this informs generation]
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2. WebSearch: "[Query]"
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- Finding: [Key insight]
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- Relevance: [How this informs generation]
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**Key Insights:**
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- [Domain-specific pattern discovered]
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- [Industry standard identified]
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- [User behavior validated]
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**Informing Generation:**
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[How research will be applied to this step]
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```
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### For Phase 3 (Scenarios)
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**For Entry Points:**
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- WebSearch: "[user type] how they find [service type]"
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- WebSearch: "[device type] user behavior [context]"
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- Look for: Real search terms, realistic discovery paths, device usage statistics
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**For Mental States:**
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- WebSearch: "[situation] user emotions anxiety"
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- WebSearch: "[service] customer reviews pain points"
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- Look for: Actual user language from reviews and forums — visceral, specific feelings
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**For Shortest Paths:**
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- WebSearch: "[similar service] website user flow best practices"
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- WebSearch: "[industry] conversion funnel steps"
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- Look for: Industry-standard page flows, minimum viable steps for this type of service
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---
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## Layer 4: Generate Artifact
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**Purpose:** Create output by applying WDS Form (Layer 1) + Project Context (Layer 2) + Domain Research (Layer 3).
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### Generation Process
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**Synthesis Statement (before generating):**
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```markdown
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## Generation Plan: [Artifact name]
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**Applying:**
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- WDS Form: [Structure from Layer 1]
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- Project Context: [All prior artifacts from Layer 2]
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- Domain Research: [Insights from Layer 3]
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**Expected Output:**
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[What will be created, aligned to which criteria]
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```
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### Step-by-Step Generation
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**For Phase 2 Trigger Mapping:**
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#### Step 1: Business Goals
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**Input:**
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- Form: Vision + SMART objectives structure (Layer 1)
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- Substance: Product Brief goals and success criteria (Layer 2)
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- Research: Industry best practices for this business type (Layer 3)
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**Generate:**
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1. Vision statement (inspirational, directional)
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2. 3-5 SMART objectives (measurable, time-bound)
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3. Connection to product/solution
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**Example Output Structure:**
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```markdown
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## Business Goals
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### Vision
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[Inspirational statement about where business is going]
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### SMART Objectives
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1. [Specific - Measurable - Achievable - Relevant - Time-bound]
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2. [...]
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3. [...]
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### Product Connection
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[How the product/website serves these goals]
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```
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#### Step 2: Target Groups
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**Input:**
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- Form: 3-4 groups max, prioritized, connected to goals (Layer 1)
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- Substance: Product Brief archetypes + Business Goals (Layer 2)
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- Research: Customer types for this industry + location (Layer 3)
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**Generate:**
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1. Refine Product Brief archetypes into strategic target groups
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2. Connect each to business goals they serve
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3. Prioritize: Primary 👥, Secondary 👤, Tertiary
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4. Create detailed persona for each
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**Persona Template (Psychological Depth):**
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```markdown
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### [Alliterative Name the Role]
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**Context:** [When/why they use product - usage context, not life context]
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**Psychological Profile:**
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- Role: [Their position relative to product]
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- Mindset: [How they think/feel in this context]
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- Internal State: [Confidence, anxiety, urgency, etc.]
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**What They're Trying to Achieve:**
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[High-level goals in this usage context]
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**What They Fear/Want to Avoid:**
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[High-level fears in this usage context]
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**Why They Matter to Business Goals:**
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[Connection to specific SMART objectives]
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```
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#### Step 3: Driving Forces
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**Input:**
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- Form: Positive + negative drivers, equal weight, contextual (Layer 1)
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- Substance: Personas + Business Goals (Layer 2)
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- Research: User pain points, reviews, forums, behavior patterns (Layer 3)
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**Generate for EACH persona:**
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**Positive Drivers (✅ 3-5 per persona):**
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- What they want to achieve (usage goals, not life goals)
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- Specific to context (not generic "save time")
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- Actionable (designer can create feature from this)
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**Negative Drivers (❌ 3-5 per persona):**
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- What they want to avoid (fears, frustrations)
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- Specific and visceral (loss aversion is powerful)
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- Equally detailed as positive drivers
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**Example Format:**
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```markdown
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### Tomas the Tourist - Driving Forces
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**Positive Drivers (✅):**
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1. Get back on road quickly without ruining vacation plans
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2. Feel confident that mechanic is certified and trustworthy
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3. Understand what's wrong and what it costs before committing
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4. Know exact timeline so can adjust other plans accordingly
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**Negative Drivers (❌):**
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1. Fear being stranded on vacation far from home
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2. Fear getting ripped off by unknown mechanic in unfamiliar place
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3. Avoid wasting vacation time waiting with no updates
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4. Avoid surprise costs that blow vacation budget
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```
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#### Step 4: Prioritization
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**Input:**
|
|
- Form: Rank goals, groups, drivers (Layer 1)
|
|
- Substance: All of above (Layer 2)
|
|
- Research: What matters most in this industry (Layer 3)
|
|
|
|
**Generate:**
|
|
1. Business Goals ranked (which matters most NOW)
|
|
2. Target Groups ranked (which impacts top goal most)
|
|
3. Driving Forces ranked per persona (top 3 most urgent)
|
|
|
|
**Output Strategic Focus Statement:**
|
|
```markdown
|
|
## Strategic Focus
|
|
|
|
**Priority 1 Goal:** [Top business objective]
|
|
**Priority 1 User:** [Primary persona]
|
|
**Priority 1 Drivers:** [Top 3 forces for primary persona]
|
|
|
|
This combination guides all design decisions.
|
|
```
|
|
|
|
---
|
|
|
|
## Layer 5: Self-Review Against Standards
|
|
|
|
**Purpose:** Check generated output against WDS rubric, identify gaps, decide if refinement needed.
|
|
|
|
### Self-Review Process
|
|
|
|
**Run through rubric systematically:**
|
|
|
|
#### Completeness Check (5 min)
|
|
|
|
```markdown
|
|
## Self-Review: [Artifact] - Iteration {{N}}
|
|
|
|
### Completeness: {{X}}/9
|
|
|
|
**Core Sections:**
|
|
- [✅/❌] Business Goals (vision + SMART)
|
|
- [✅/❌] Product Hub
|
|
- [✅/❌] Target Groups (3-4, prioritized)
|
|
- [✅/❌] Detailed Personas (psychological depth)
|
|
- [✅/❌] Positive Drivers (3-5 per persona)
|
|
- [✅/❌] Negative Drivers (3-5 per persona)
|
|
- [✅/❌] Prioritization
|
|
|
|
**Optional:**
|
|
- [✅/❌] Feature Impact Analysis
|
|
- [✅/❌] Visual Diagram
|
|
|
|
**Score:** {{X}}/9 (Target: 7+ core minimum)
|
|
```
|
|
|
|
#### Quality Criteria Check (10 min)
|
|
|
|
For each of 7 criteria: ✅ (met), ⚠️ (partial), ❌ (gap)
|
|
|
|
```markdown
|
|
### Quality Criteria: {{X}}/7
|
|
|
|
1. **Strategic Depth:** [✅/⚠️/❌]
|
|
- Evidence: [Quote or example showing depth]
|
|
- Gap (if any): [What needs more depth]
|
|
|
|
2. **Usage Context:** [✅/⚠️/❌]
|
|
- Evidence: [Are goals contextual?]
|
|
- Gap (if any): [Examples of non-contextual goals]
|
|
|
|
3. **Persona Depth:** [✅/⚠️/❌]
|
|
- Evidence: [Psychological vs demographic?]
|
|
- Gap (if any): [Which personas need more psychology]
|
|
|
|
4. **Negative Drivers:** [✅/⚠️/❌]
|
|
- Evidence: [Balance of positive vs negative]
|
|
- Gap (if any): [Missing or weak negative drivers]
|
|
|
|
5. **Focused Scope:** [✅/⚠️/❌]
|
|
- Evidence: [3-4 groups? Or too many?]
|
|
- Gap (if any): [Need to consolidate?]
|
|
|
|
6. **Actionable Specificity:** [✅/⚠️/❌]
|
|
- Evidence: [Concrete examples vs vague]
|
|
- Gap (if any): [Which forces too vague]
|
|
|
|
7. **Business Connection:** [✅/⚠️/❌]
|
|
- Evidence: [Can trace users to goals?]
|
|
- Gap (if any): [Floating users without connection]
|
|
|
|
**Score:** {{X}}/7 (Target: 5+ minimum, 7 excellent)
|
|
```
|
|
|
|
#### Common Mistakes Check (5 min)
|
|
|
|
```markdown
|
|
### Common Mistakes: {{X}}/4 avoided
|
|
|
|
- [✅/❌] No solutions on map (drivers about psychology, not features)
|
|
- [✅/❌] No generic forces (specific to this context)
|
|
- [✅/❌] No demographic personas (focused on psychology)
|
|
- [✅/❌] Clear priority (ranking exists and defensible)
|
|
|
|
**Score:** {{X}}/4 (Target: 4/4 required)
|
|
```
|
|
|
|
#### Best Practices Check (5 min)
|
|
|
|
```markdown
|
|
### Best Practices: {{X}}/4 followed
|
|
|
|
- [✅/❌] Alliterative persona names
|
|
- [✅/❌] Equal weight to negative drivers
|
|
- [✅/❌] Context explicitly stated
|
|
- [✅/❌] Visual diagram created
|
|
|
|
**Score:** {{X}}/4 (Target: 2+ minimum, 4 excellent)
|
|
```
|
|
|
|
#### Overall Assessment
|
|
|
|
```markdown
|
|
### Overall Quality Score: {{X}}/10
|
|
|
|
**Completeness:** {{X}}/9
|
|
**Quality:** {{X}}/7
|
|
**Mistakes Avoided:** {{X}}/4
|
|
**Best Practices:** {{X}}/4
|
|
|
|
**Threshold Analysis:**
|
|
- Minimum (present to user): 7+ complete, 5+ quality, 4 mistakes, 2+ practices
|
|
- Excellent: 9+ complete, 7 quality, 4 mistakes, 4 practices
|
|
|
|
**Current Status:** [Meets minimum / Meets excellent / Needs refinement]
|
|
|
|
**Key Gaps:**
|
|
1. [Specific gap with evidence]
|
|
2. [Specific gap with evidence]
|
|
|
|
**Refinement Decision:** [Continue / Refine / Switch to Workshop]
|
|
```
|
|
|
|
### Refinement Planning (If Needed)
|
|
|
|
```markdown
|
|
## Refinement Plan: Iteration {{N+1}}
|
|
|
|
### Gap 1: [Description]
|
|
**Current:** [What's wrong]
|
|
**Target:** [What it should be]
|
|
**Action:** [Specific change]
|
|
**Reference:** [Rubric criteria or example guiding this]
|
|
|
|
### Gap 2: [Description]
|
|
[Same structure]
|
|
|
|
### Expected Improvement:
|
|
- Completeness: {{current}} → {{target}}
|
|
- Quality: {{current}} → {{target}}
|
|
- Overall: {{current}}/10 → {{target}}/10
|
|
```
|
|
|
|
**Then generate Iteration N+1 with refinements applied, using full 5-layer process again.**
|
|
|
|
### Self-Review for Phase 3 (Scenarios)
|
|
|
|
**Use `quality-checklist.md` directly as the rubric.** The checklist has 4 dimensions:
|
|
|
|
1. **Completeness** (7 sections) — target 7/7
|
|
2. **Quality Criteria** (7 checks) — target 5/7 minimum
|
|
3. **Common Mistakes** (7 checks) — target 7/7 (zero tolerance)
|
|
4. **Best Practices** (4 checks) — target 2/4 minimum
|
|
|
|
**Run quality-checklist.md against each generated scenario. Score using the checklist's own format.**
|
|
|
|
**Refinement triggers for scenarios:**
|
|
- Any Dimension 3 failure (Common Mistakes) → immediate fix (zero tolerance)
|
|
- Dimension 1 below 6/7 → fix before proceeding
|
|
- Dimension 2 below 5/7 → refine mental state and success goals first (most common gap)
|
|
- Bloated descriptions (Dimension 3.7) → trim to max lengths before any other refinement
|
|
|
|
---
|
|
|
|
## Mode-Specific Presentation
|
|
|
|
### Suggest Mode: User Checkpoints
|
|
|
|
**After each iteration, show:**
|
|
|
|
```markdown
|
|
## Suggest Mode: Iteration {{N}}
|
|
|
|
### What I Created
|
|
[Summary of artifact section generated]
|
|
|
|
Key elements:
|
|
- [Bullet point summary]
|
|
- [Sample content]
|
|
|
|
### Learning & Research Applied
|
|
**WDS Form:** [What methodology guided structure]
|
|
**Project Context:** [What prior artifacts informed this]
|
|
**Domain Research:** [What insights enhanced this]
|
|
|
|
### Self-Review Results
|
|
**Quality Score:** {{X}}/10
|
|
|
|
**Strengths:**
|
|
- ✅ [What's working well]
|
|
- ✅ [What meets standards]
|
|
|
|
**Gaps Identified:**
|
|
- ❌ [What needs improvement]
|
|
- ⚠️ [What's partial]
|
|
|
|
**Refinement Plan:**
|
|
[If needed, what will be improved in next iteration]
|
|
|
|
---
|
|
|
|
**👉 User Checkpoint:** What would you like to do?
|
|
|
|
[C] Continue - Looks good, proceed (or refine if gaps exist)
|
|
[A] Adjust - I have feedback to guide refinement
|
|
[V] View Full - Show me complete generated content now
|
|
[S] Stop - Switch to Workshop Mode for dialog
|
|
|
|
Type your choice or provide feedback:
|
|
```
|
|
|
|
**Wait for user input. Do NOT continue without approval.**
|
|
|
|
### Dream Mode: Autonomous Progress
|
|
|
|
**Show running updates:**
|
|
|
|
```markdown
|
|
## Dream Mode: Trigger Map Generation
|
|
|
|
### Progress
|
|
|
|
🔄 **Business Goals**
|
|
Generated → Self-reviewed → Quality: 8/10 → ✅ Threshold met
|
|
|
|
🔄 **Target Groups**
|
|
Generated → Self-reviewed → Quality: 7/10 → Gaps found → Refining...
|
|
Iteration 2 → Self-reviewed → Quality: 9/10 → ✅ Threshold met
|
|
|
|
🔄 **Driving Forces**
|
|
Generated → Self-reviewed → Quality: 8/10 → ✅ Threshold met
|
|
|
|
🔄 **Prioritization**
|
|
Generated → Self-reviewed → Quality: 9/10 → ✅ Threshold met
|
|
|
|
---
|
|
|
|
**✅ Generation Complete**
|
|
|
|
**Final Quality Assessment:** 9/10
|
|
- Completeness: 9/9 ✅
|
|
- Quality Criteria: 7/7 ✅
|
|
- Mistakes Avoided: 4/4 ✅
|
|
- Best Practices: 4/4 ✅
|
|
|
|
📄 **Trigger Map created:** {output_folder}/B-Trigger-Map/trigger-map.md
|
|
|
|
Would you like to review the full Trigger Map now?
|
|
|
|
---
|
|
|
|
💬 **Note:** You could have typed "stop" at any time to interrupt.
|
|
```
|
|
|
|
**No user checkpoints - continue autonomously until complete or interrupted.**
|
|
|
|
---
|
|
|
|
## Layer 6: Completeness Gate (Dream Mode Only)
|
|
|
|
**Purpose:** After all Layer 5 self-reviews pass, verify ALL required output documents exist before presenting results.
|
|
|
|
### Required Documents Checklist
|
|
|
|
Run this gate after autonomous generation completes:
|
|
|
|
**Mandatory files in `{output_folder}/B-Trigger-Map/`:**
|
|
- [ ] `00-trigger-map.md` — Hub document with Mermaid diagram
|
|
- [ ] `01-Business-Goals.md` — Vision + SMART objectives
|
|
- [ ] One persona document per target group (`02-XX.md`, `03-XX.md`, etc.)
|
|
- [ ] `05-Key-Insights.md` — Strategic insights summary
|
|
|
|
**Conditional files:**
|
|
- [ ] `06-Feature-Impact.md` — Only if feature impact workshop was completed
|
|
|
|
### Validation Rules:
|
|
- Each file must be non-empty (contains actual content, not just headers)
|
|
- Hub document must contain a Mermaid code block
|
|
- Persona count must match the number of target groups from workshops
|
|
- Business Goals must contain vision + at least 2 SMART objectives
|
|
|
|
### IF any file missing or empty:
|
|
1. Identify which file is missing
|
|
2. Re-run Layer 4 generation for that specific artifact
|
|
3. Re-run Layer 5 self-review for that artifact
|
|
4. Re-check this gate
|
|
|
|
### IF 3 retries fail for any file:
|
|
Switch to Suggest mode for the missing artifact:
|
|
> "I generated most of the Trigger Map autonomously, but [missing artifact] needs your input. Let's switch to Suggest mode for this section."
|
|
|
|
---
|
|
|
|
## Final Output Presentation
|
|
|
|
**When all steps complete and threshold met:**
|
|
|
|
```markdown
|
|
## Trigger Map Generation Complete ✅
|
|
|
|
**Mode:** {{Suggest/Dream}}
|
|
**Total Iterations:** {{count across all steps}}
|
|
**Final Quality Score:** {{X}}/10
|
|
|
|
### Generated Artifact
|
|
**Location:** {output_folder}/B-Trigger-Map/trigger-map.md
|
|
|
|
**Contents:**
|
|
- Business Goals: {{vision}} + {{N}} SMART objectives
|
|
- Target Groups: {{N}} personas ({{names}})
|
|
- Driving Forces: {{N}} positive + {{N}} negative per persona
|
|
- Prioritization: Complete ranking
|
|
- {{If created}} Feature Impact Analysis
|
|
- {{If created}} Visual Mermaid Diagram
|
|
|
|
### Quality Validation
|
|
- ✅ WDS Form Applied: All structure requirements met
|
|
- ✅ Project Context Used: All Product Brief insights integrated
|
|
- ✅ Domain Research: Industry insights enhanced generation
|
|
- ✅ Self-Review: All quality criteria met
|
|
|
|
### Strategic Insights
|
|
[2-3 key takeaways from the completed Trigger Map]
|
|
|
|
### What's Next
|
|
This Trigger Map feeds into:
|
|
- **Phase 4 (UX Design)** - Personas and drivers guide scenario design
|
|
- **Feature Prioritization** - Feature Impact scores guide roadmap
|
|
- **Content Strategy** - Driving forces guide messaging
|
|
|
|
Would you like to:
|
|
- [R] Review the full Trigger Map
|
|
- [A] Make adjustments
|
|
- [N] Continue to next phase
|
|
```
|
|
|
|
---
|
|
|
|
## Switching to Workshop Mode
|
|
|
|
**If 5 iterations on ANY step without meeting threshold:**
|
|
|
|
```markdown
|
|
## Quality Threshold Challenge
|
|
|
|
On step: [Step name]
|
|
|
|
After 5 iterations, this section hasn't met minimum quality standards. This suggests human insight would be valuable.
|
|
|
|
**Current State:**
|
|
- Quality Score: {{X}}/10
|
|
- Persistent gaps: [List issues that won't resolve]
|
|
|
|
**Recommendation:** Switch to Workshop Mode for this section
|
|
|
|
I'll facilitate questions specifically about [the gap areas] to capture your expertise and ensure quality.
|
|
|
|
Would you like to:
|
|
[W] Switch to Workshop Mode for this section (recommended)
|
|
[C] Continue autonomous generation (may repeat same issues)
|
|
[V] View current state and decide
|
|
```
|
|
|
|
---
|
|
|
|
## Design Log Documentation
|
|
|
|
**Throughout process, maintain comprehensive agent experience log:**
|
|
|
|
```markdown
|
|
# Agent Experience: Dream Up - Källa Trigger Map
|
|
|
|
**Created:** {{date time}}
|
|
**Mode:** {{Suggest/Dream}}
|
|
**Phase:** 2 (Trigger Mapping)
|
|
**Project:** Källa Fordonservice
|
|
|
|
---
|
|
|
|
## Layer 1: WDS Form Learned
|
|
[Full learning documentation]
|
|
|
|
---
|
|
|
|
## Layer 2: Project Context (Cumulative)
|
|
|
|
### Initial: Product Brief
|
|
[Extracted substance]
|
|
|
|
### Added: Business Goals
|
|
[After generation]
|
|
|
|
### Added: Target Groups
|
|
[After generation]
|
|
|
|
### Added: Driving Forces
|
|
[After generation]
|
|
|
|
### Added: Prioritization
|
|
[After generation]
|
|
|
|
---
|
|
|
|
## Layer 3: Domain Research
|
|
|
|
### Step: Business Goals
|
|
[Research conducted and insights]
|
|
|
|
### Step: Target Groups
|
|
[Research conducted and insights]
|
|
|
|
### Step: Driving Forces
|
|
[Research conducted and insights]
|
|
|
|
### Step: Prioritization
|
|
[Research conducted and insights]
|
|
|
|
---
|
|
|
|
## Generation & Self-Review Log
|
|
|
|
### Business Goals - Iteration 1
|
|
[Full self-review]
|
|
|
|
### Target Groups - Iteration 1
|
|
[Full self-review]
|
|
|
|
### Target Groups - Iteration 2 (refinement)
|
|
[Full self-review]
|
|
|
|
[Continue for all steps and iterations]
|
|
|
|
---
|
|
|
|
## Final Output
|
|
|
|
**Artifact:** {path}
|
|
**Quality Score:** {{X}}/10
|
|
**User Approved:** {{Yes/Pending}}
|
|
|
|
**Key Decisions Made:**
|
|
[Strategic choices during generation]
|
|
```
|
|
|
|
**Save agent experience at:**
|
|
```
|
|
{output_folder}/_progress/agent-experiences/{date}-trigger-map-{{mode}}.md
|
|
```
|
|
|
|
---
|
|
|
|
## Tips for Quality Self-Review
|
|
|
|
### Be Honest, Not Optimistic
|
|
- Mark ⚠️ partial even if "pretty good"
|
|
- Mark ❌ gap if rubric shows higher bar
|
|
- Don't inflate scores to meet threshold faster
|
|
|
|
### Use Rubric Examples Directly
|
|
- Compare output to good/bad examples in rubric
|
|
- If matches "bad example" → ❌
|
|
- If between → ⚠️
|
|
- If matches "good example" → ✅
|
|
|
|
### Actionability Test
|
|
- Can designer create feature from this driving force?
|
|
- Would two designers interpret this persona the same?
|
|
- Can I trace this user to a specific business goal?
|
|
|
|
### Context is King
|
|
- "Want to save time" = ❌ Generic
|
|
- "Want to find phone within 3 seconds because stressed on vacation" = ✅ Contextual
|
|
|
|
### Psychology Over Demographics
|
|
- "Sarah, 35, consultant" = ❌ Demographic
|
|
- "Sophie struggles with imposter syndrome when presenting to executives" = ✅ Psychological
|
|
|
|
---
|
|
|
|
*This guide enables Saga to execute Suggest and Dream modes for Phase 2 Trigger Mapping with quality control through systematic 5-layer generation and self-review.*
|