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# Context & Working Relationship
**Step:** Phase 0 - Project Setup
**Completed:** {{date}}
**Session:** {{session_number}}
---
## Project Metadata
**Project Name:** {{project_name}}
**Project Slug:** {{project_slug}}
**Product Type:** {{website|web_app|mobile_app|landing_page}}
**Industry:** {{industry}}
---
## Working Relationship Context
### Stakes
**Level:** {{personal|business|departmental|enterprise}}
**What this means:**
{{explanation_of_stakes}}
**Stakeholders (if applicable):**
{{stakeholder_list_or_none}}
**Political Sensitivities (if applicable):**
{{sensitivities_or_none}}
---
### Collaboration Style
**Involvement Level:** {{collaborative|balanced|autonomous}}
**User Role:** {{role_description}}
**Recommendation Style:** {{options|recommend|direct}}
**What this means for our work:**
{{how_this_shapes_collaboration}}
---
### Documentation Approach
**Documentation Needs:** {{minimal|standard|comprehensive}}
**Justification Level:** {{trust_based|balanced|evidence_based}}
**Adapted approach:**
- Tone: {{tone_description}}
- Detail level: {{detail_level}}
- Evidence requirements: {{evidence_approach}}
---
## Project Configuration
**Brief Level:** {{complete|simplified}}
**Strategic Analysis:** {{full|simplified|skip}}
**Skip Design System:** {{yes|no}}
**Skip Trigger Map:** {{yes|no}}
**Product Complexity:** {{simple|standard|complex}}
**Tech Stack:** {{tech_stack_or_tbd}}
**Component Library:** {{library_or_tbd}}
---
**Documented in:** `wds-project-outline.yaml` (frontmatter)

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# Step 2: Vision Capture
**Completed:** {{date}}
**Session:** {{session_number}}
**Substeps:** 01-open-conversation → 02-explore-vision → 03-reflect-confirm → 04-synthesize-document
---
## Opening Question
**Agent asked:**
{{opening_question_adapted_to_context}}
**User's initial response:**
{{first_response}}
---
## Conversation Highlights
### Key Exchange 1
**Agent:** {{question_or_followup}}
**User:** {{response}}
**Signal detected:** {{signal_type}} — {{what_this_revealed}}
### Key Exchange 2
**Agent:** {{question_or_followup}}
**User:** {{response}}
**Signal detected:** {{signal_type}} — {{what_this_revealed}}
### Key Exchange 3
**Agent:** {{question_or_followup}}
**User:** {{response}}
**Signal detected:** {{signal_type}} — {{what_this_revealed}}
---
## Conversation Flow Summary
{{narrative_summary_of_conversation}}
**Total exchanges:** {{count}}
**Duration:** {{approximate_time}}
---
## Reflection Checkpoint
**Agent's synthesis (2-3 sentences):**
{{what_im_hearing_is}}
**User response:**
- [x] Confirmed
- [ ] Corrected
**Corrections (if any):**
{{what_was_misunderstood_and_corrected}}
---
## Synthesized Vision
{{vision_statement}}
---
## Key Insights Captured
1. {{insight_1}}
2. {{insight_2}}
3. {{insight_3}}
---
## Example Context (if applicable)
**Concrete example provided:**
{{example_scenario_or_none}}
This example shaped understanding of: {{what_example_clarified}}
---
**Documented in:** `wds-project-outline.yaml``vision`
**Referenced in:** Product Brief documentation

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# Step 3: User Definition
**Completed:** {{date}}
**Session:** {{session_number}}
---
## Opening Question
**Agent asked:**
{{opening_question_about_users}}
**User's initial response:**
{{first_response}}
---
## User Exploration
### Primary User Discovery
**Key exchanges:**
**Agent:** {{followup_question}}
**User:** {{response}}
**Agent:** {{deeper_question}}
**User:** {{response}}
**Agent:** {{clarifying_question}}
**User:** {{response}}
---
## Reflection Checkpoint
**Agent's synthesis:**
{{understanding_of_primary_user}}
**User response:**
- [ ] Confirmed
- [ ] Corrected
**Corrections (if any):**
{{corrections}}
---
## Primary User Definition
**Who they are:**
{{user_description}}
**Their context:**
{{situation_and_environment}}
**Their frustrations:**
{{pain_points}}
**What they're trying to achieve:**
{{goals_and_jobs_to_be_done}}
**How they currently solve this:**
{{current_alternatives}}
---
## Secondary Users (if applicable)
**User 2:** {{description_or_none}}
**User 3:** {{description_or_none}}
---
## User Scenarios Captured
**Scenario 1:** {{concrete_example}}
**Scenario 2:** {{concrete_example}}
---
**Documented in:** `wds-project-outline.yaml``users`

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# Step 4: Product Concept
**Completed:** {{date}}
**Session:** {{session_number}}
---
## Purpose
Capture the designer's STRUCTURAL vision - the founding principle or key feature that defines the product concept.
**Not just requirements - the IDEA.**
---
## Concept Exploration
**Agent asked:**
{{question_to_surface_concept}}
**User described:**
{{concept_description}}
---
## Deep Dive
### Core Structural Idea
**The founding principle:**
{{what_makes_this_product_distinct}}
**Concrete example:**
{{specific_example_of_concept_in_action}}
### Why This Matters
**User's rationale:**
{{why_this_approach}}
**Problem it solves:**
{{what_this_enables}}
---
## Reflection Checkpoint
**Agent's synthesis:**
{{understanding_of_concept}}
**User response:**
- [ ] Confirmed
- [ ] Corrected
**Corrections (if any):**
{{corrections}}
---
## Concept Documentation
**Core concept:**
{{concept_statement}}
**Implementation principle:**
{{how_this_shapes_design}}
**Example:** {{concrete_example}}
---
## Related Features
Features that stem from this concept:
1. {{feature_1}}
2. {{feature_2}}
3. {{feature_3}}
---
**Documented in:** `wds-project-outline.yaml``product_concept`
**Impacts:** Navigation structure, information architecture, feature priorities

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# Step 6: Inspiration & References
**Completed:** {{date}}
**Session:** {{session_number}}
---
## Visual Preference Exploration
### What User Likes
**Reference 1:** {{site_or_example}}
**What they like:** {{specific_elements}}
**Why it resonates:** {{reason}}
**Reference 2:** {{site_or_example}}
**What they like:** {{specific_elements}}
**Why it resonates:** {{reason}}
**Reference 3:** {{site_or_example}}
**What they like:** {{specific_elements}}
**Why it resonates:** {{reason}}
---
### What User Dislikes
**Reference 1:** {{site_or_example}}
**What to avoid:** {{specific_elements}}
**Why it doesn't work:** {{reason}}
**Reference 2:** {{site_or_example}}
**What to avoid:** {{specific_elements}}
**Why it doesn't work:** {{reason}}
---
## Style Preferences
**Overall aesthetic:** {{description}}
**Color preferences:** {{notes}}
**Tone/mood:** {{description}}
**Level of complexity:** {{simple|balanced|rich}}
---
## Competitor Analysis (if discussed)
**Competitor 1:** {{name}}
- What they do well: {{strengths}}
- Where they fall short: {{weaknesses}}
- How we'll differentiate: {{approach}}
**Competitor 2:** {{name}}
- What they do well: {{strengths}}
- Where they fall short: {{weaknesses}}
- How we'll differentiate: {{approach}}
---
## Reference Material Collected
- [{{name}}]({{url}}) — {{what_to_extract}}
- [{{name}}]({{url}}) — {{what_to_extract}}
- [{{name}}]({{url}}) — {{what_to_extract}}
---
**Documented in:**
- `inspiration/visual-refs.md`
- `inspiration/competitor-analysis.md`
- `wds-project-outline.yaml``inspiration`

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# Step 7: Positioning
**Completed:** {{date}}
**Session:** {{session_number}}
---
## Positioning Exploration
**Agent asked:**
{{opening_question_about_positioning}}
**User's initial response:**
{{first_response}}
---
## Key Exchanges
### Differentiation
**Agent:** {{question_about_difference}}
**User:** {{response}}
**What this revealed:**
{{insight_about_unique_angle}}
---
### Market Context
**Agent:** {{question_about_alternatives}}
**User:** {{response}}
**What this revealed:**
{{insight_about_competitive_landscape}}
---
### Value Proposition
**Agent:** {{question_about_value}}
**User:** {{response}}
**What this revealed:**
{{insight_about_core_value}}
---
## Reflection Checkpoint
**Agent's synthesis:**
{{positioning_understanding}}
**User response:**
- [ ] Confirmed
- [ ] Corrected
**Corrections (if any):**
{{corrections}}
---
## Positioning Statement
{{positioning_statement}}
**For:** {{target_user}}
**Who:** {{their_situation}}
**This product:** {{what_it_is}}
**That:** {{key_benefit}}
**Unlike:** {{alternatives}}
**Our approach:** {{differentiation}}
---
## Supporting Evidence
**Why this position makes sense:**
1. {{rationale_1}}
2. {{rationale_2}}
3. {{rationale_3}}
---
**Documented in:** `wds-project-outline.yaml``positioning`

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# Dialog Template Usage
## Quick Start
**Copy to project:**
```bash
cp -r workflows/1-project-brief/templates/project-brief-dialog projects/{{slug}}/dialog
```
**Update as you progress:**
- Complete each file when the corresponding PB step finishes
- Update README.md progress tracker
- Append to decisions.md whenever key decisions are made
---
## What to Capture
### DO:
- Key questions + user responses (not full transcript)
- Signal-based follow-ups that revealed insights
- Reflection checkpoint (synthesis + confirmation + corrections)
- Final outputs (vision, positioning, etc.)
- WHY decisions were made
### DON'T:
- Verbatim transcripts
- Procedural agent actions
- Implementation details
- Repetitive exchanges
---
## Mandatory Checkpoints
**Document EVERY reflection:**
1. Agent's synthesis (2-3 sentences)
2. User confirmed or corrected?
3. What was misunderstood? (if corrected)
---
## Integration with Steps
**Each step file should mandate:**
```markdown
## Design Log Update
Before marking complete:
1. Update `dialog/{{step}}-{{name}}.md`
2. Document reflection checkpoint
3. Record final synthesis
4. Mark complete in `dialog/README.md`
```
---
## File Sizes
All dialog files: 65-86 lines (well under 100-line target)
---
## Design Log (Meta-Level)
**For multi-session work**, agents should use the design log for state tracking and `_progress/agent-experiences/` for session insights.
**Location:** `{{root_folder}}/_progress/00-design-log.md`
**Update Protocol:**
1. Complete current task
2. Update design log with changes
3. Show git diff to user
4. Record session insights in `_progress/agent-experiences/` if needed
---
## Purpose
Create transparent record of discovery conversations so future agents (and humans) understand WHY decisions were made, not just WHAT was decided. The design log provides this continuity across sessions.

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# Key Decisions Log
**Project:** {{project_name}}
**Format:** Append-only decision log
---
## Decision 1: {{decision_topic}}
**Date:** {{date}}
**Step:** {{step_where_decided}}
**Session:** {{session_number}}
**Context:**
{{what_prompted_this_decision}}
**What was decided:**
{{the_decision}}
**Why:**
{{rationale}}
**Impact:**
{{how_this_shapes_project}}
**Alternatives considered:**
- {{option_1}} — {{why_not}}
- {{option_2}} — {{why_not}}
**Documented in:** {{file_path}}
---
## Decision 2: {{decision_topic}}
**Date:** {{date}}
**Step:** {{step_where_decided}}
**Session:** {{session_number}}
**Context:**
{{what_prompted_this_decision}}
**What was decided:**
{{the_decision}}
**Why:**
{{rationale}}
**Impact:**
{{how_this_shapes_project}}
**Alternatives considered:**
- {{option_1}} — {{why_not}}
- {{option_2}} — {{why_not}}
**Documented in:** {{file_path}}
---
## Decision 3: {{decision_topic}}
**Date:** {{date}}
**Step:** {{step_where_decided}}
**Session:** {{session_number}}
**Context:**
{{what_prompted_this_decision}}
**What was decided:**
{{the_decision}}
**Why:**
{{rationale}}
**Impact:**
{{how_this_shapes_project}}
**Alternatives considered:**
- {{option_1}} — {{why_not}}
**Documented in:** {{file_path}}
---
_Continue appending decisions as they're made throughout the Product Brief process._

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# Product Brief Dialog: {{project_name}}
**Agent:** Saga (Product Brief Analyst)
**Project:** {{project_name}}
**Started:** {{start_date}}
**Status:** {{in_progress|completed}}
**Last Updated:** {{current_date}}
---
## About This Dialog
This dialog tracks the Product Brief discovery process - the conversations, reflections, decisions, and synthesis that led to the documented brief.
---
## Project Context
**Client/Stakeholder:** {{client_name}} ({{relationship}})
**Designer:** {{designer_name}}
**Sign-off Authority:** {{who_approves}}
**Project Type:** {{internal|external|agency}}
**Working Relationship:**
{{Brief description of stakes, involvement level, how directive to be}}
---
## Progress Tracker
- [ ] [Vision Capture](02-vision.md) — What we're building and why
- [ ] [User Definition](03-users.md) — Who we're building for
- [ ] [Product Concept](04-concept.md) — The founding structural idea
- [ ] [Core Features](05-features.md) — Essential functionality
- [ ] [Inspiration & References](06-inspiration.md) — Visual preferences and references
- [ ] [Positioning](07-positioning.md) — Market position and differentiation
- [ ] [Success Metrics](08-metrics.md) — How we measure success
- [ ] [Constraints](09-constraints.md) — Limitations and boundaries
- [ ] [Launch Requirements](10-launch.md) — What's needed to ship
- [ ] [Timeline & Phases](11-timeline.md) — Roadmap and milestones
- [ ] [Review & Synthesis](12-synthesis.md) — Final review and signoff
---
## Key Decisions
See [decisions.md](decisions.md) for detailed decision log.
**Major decisions:**
1. {{decision_summary_1}}
2. {{decision_summary_2}}
3. {{decision_summary_3}}
---
## Reflection Quality
**Total Checkpoints:** {{count}}
**Confirmed First Try:** {{count}}
**Required Correction:** {{count}}
This measures how well the agent understood the user's intent.
---
## Dialog Artifacts
All dialog files are timestamped and track the natural conversation flow, not just the final outputs.
**Purpose:** Enable future agents (or humans) to understand WHY decisions were made, not just WHAT was decided.
---
**Generated Artifacts:**
- [wds-project-outline.yaml](../../projects/{{project_slug}}/wds-project-outline.yaml)
- [Product Brief documentation](../../projects/{{project_slug}}/A-Product-Brief/)