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bi-agents/_bmad/wds/workflows/1-project-brief/steps-c/step-32-create-platform-document.md
Cassel 647cbec54f docs: update all documentation and add AI tooling configs
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- Update docs/API.md with all current endpoints (corporate, BI, client 360)
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Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 13:29:03 -04:00

4.4 KiB

name, description, nextStepFile, workflowFile, activityWorkflowFile
name description nextStepFile workflowFile activityWorkflowFile
step-32-create-platform-document Complete the Platform Requirements document and prepare for next steps ./step-33-analyze-brief.md ../workflow.md ../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.